Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOLLAR TREE, INC.DLTR · Entity 3189 | Director | July 01, 2026 | July 06, 2026 |
| SHOE STATION GROUP INCSCVL · Entity 5764 | Director | June 10, 2026 | June 11, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
DOLLAR TREE, INC.
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,352 |
Ending reported balance
After 2026-07-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-01 · Conversion · Acquired 1,398 · Balance 4,114 F1: Shares of phantom stock previously reported by the Reporting Person for the annual director equity award in 2024 which was deferred under the Non-Employee Director Deferred Compensation Program. F2: N/A Row 2 · 2026-07-01 · Grant · Acquired 1,238 · Balance 5,352 F3: Represents the annual director equity award granted from the Issuer's shareholder approved 2021 Omnibus Incentive Plan. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-07-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-01 · Conversion · Disposed 1,398 · Balance 0 F4: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F1: Shares of phantom stock previously reported by the Reporting Person for the annual director equity award in 2024 which was deferred under the Non-Employee Director Deferred Compensation Program. F2: N/A F5: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of phantom stock previously reported by the Reporting Person for the annual director equity award in 2024 which was deferred under the Non-Employee Director Deferred Compensation Program.
F2: N/A
F3: Represents the annual director equity award granted from the Issuer's shareholder approved 2021 Omnibus Incentive Plan.
F4: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.
F5: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.
SHOE STATION GROUP INC
Report date June 10, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,995 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 6,007 · Balance 20,995 F1: Restricted stock award. Restrictions will lapse on 1/2/2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock award. Restrictions will lapse on 1/2/2027.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Core-Mark Holding Company, LLC
Report date September 01, 2021 · Filed September 01, 2021
Section 16 reporting ended · disclosed 2021-09-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Core-Mark Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-09-01 transaction · row 1
1 source rowRow 1 · 2021-09-01 · Disposition to issuer · Disposed 3,975 · Balance 0 F1: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE. |
| 2021 RSU GrantSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-09-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-09-01 · Disposition to issuer · Disposed 3,261 · Balance 0 F1: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE. |
Filing footnotes · ownership attribution and instrument terms
F1: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 01, 2026 Filed Jul 6, 2026 23:26 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | ConversionPhantom Stock · Derivative | 1,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000935703-26-000082 · form4.xml · derivative · entry 3 Randolph Diane · CIK 0001800882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,398 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F1 · shares: Shares of phantom stock previously reported by the Reporting Person for the annual director equity award in 2024 which was deferred under the Non-Employee Director Deferred Compensation Program. F2 · price: N/A F5 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. F5 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 23:26 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock | 1,238 | $121.15 | $149,983.70 |
DisclosureSEC source: 0000935703-26-000082 · form4.xml · nonDerivative · entry 2 Randolph Diane · CIK 0001800882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,352 F3 · shares: Represents the annual director equity award granted from the Issuer's shareholder approved 2021 Omnibus Incentive Plan. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 23:26 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | ConversionCommon Stock | 1,398 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000935703-26-000082 · form4.xml · nonDerivative · entry 1 Randolph Diane · CIK 0001800882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,114 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares of phantom stock previously reported by the Reporting Person for the annual director equity award in 2024 which was deferred under the Non-Employee Director Deferred Compensation Program. F2 · price: N/A Read SEC document |
| June 10, 2026 Filed Jun 11, 2026 21:21 UTC | SHOE STATION GROUP INC SCVL · Entity 5764 | GrantCommon Stock | 6,007 | $0.00 | $0.00 |
DisclosureSEC source: 0000895447-26-000036 · edgardoc.xml · nonDerivative · entry 1 Randolph Diane · CIK 0001800882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,995 F1 · kind: Restricted stock award. Restrictions will lapse on 1/2/2027. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 21:29 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | ConversionPhantom Stock · Derivative | 1,239 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-018930 · form4.xml · derivative · entry 3 Randolph Diane · CIK 0001800882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,239 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · shares: Shares of phantom stock previously reported by the Reporting Person for director's fees earned for service in 2023 which were deferred under the director deferred compensation program. F3 · price: N/A F5 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. F5 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 21:29 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | ConversionCommon Stock | 1,239 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-018930 · form4.xml · nonDerivative · entry 2 Randolph Diane · CIK 0001800882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,716 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Shares of phantom stock previously reported by the Reporting Person for director's fees earned for service in 2023 which were deferred under the director deferred compensation program. F3 · price: N/A Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 21:29 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock | 1,477 | $101.50 | $149,915.50 |
DisclosureSEC source: 0001127602-25-018930 · form4.xml · nonDerivative · entry 1 Randolph Diane · CIK 0001800882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,477 F1 · shares: Represents the annual director equity award granted from the Issuer's shareholder approved 2021 Omnibus Incentive Plan. Read SEC document |
| June 25, 2025 Filed Jun 27, 2025 12:05 UTC | SHOE STATION GROUP INC SCVL · Entity 5764 | GrantCommon Stock | 5,306 | $0.00 | $0.00 |
DisclosureSEC source: 0000895447-25-000042 · edgardoc.xml · nonDerivative · entry 1 Randolph Diane · CIK 0001800882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,988 F1 · kind: Restricted stock award. Restrictions will lapse on 1/2/2026. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 17:07 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 1,398.6 | $107.25 | $149,999.85 |
DisclosureSEC source: 0001127602-24-019739 · form4.xml · derivative · entry 1 Randolph Diane · CIK 0001800882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,398.6 Underlying: Common Stock · 1,398.6 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · shares: Represents deferral of the annual director equity award under the Non-Employee Director Deferred Compensation Program. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| June 25, 2024 Filed Jun 26, 2024 20:05 UTC | SHOE STATION GROUP INC SCVL · Entity 5764 | GrantCommon Stock | 2,172 | $0.00 | $0.00 |
DisclosureSEC source: 0000895447-24-000040 · edgardoc.xml · nonDerivative · entry 1 Randolph Diane · CIK 0001800882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,682 F1 · kind: Restricted stock award. Restrictions will lapse on 1/2/2025. Read SEC document |
| October 01, 2023 Filed Oct 2, 2023 20:07 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 1,239.25 | $106.45 | $131,918.16 |
DisclosureSEC source: 0001127602-23-024970 · form4.xml · derivative · entry 1 Randolph Diane · CIK 0001800882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,239.25 Underlying: Common Stock · 1,239.25 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of the annual director equity award under the Non-Employee Director Deferred Compensation Program. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| June 20, 2023 Filed Jun 22, 2023 20:05 UTC | SHOE STATION GROUP INC SCVL · Entity 5764 | GrantCommon Stock | 3,653 | $0.00 | $0.00 |
DisclosureSEC source: 0000895447-23-000051 · edgardoc.xml · nonDerivative · entry 1 Randolph Diane · CIK 0001800882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,510 F1 · kind: Restricted stock award. Restrictions will lapse on 1/2/2024. Read SEC document |
| June 23, 2022 Filed Jun 24, 2022 20:04 UTC | SHOE STATION GROUP INC SCVL · Entity 5764 | GrantCommon Stock | 3,317 | $0.00 | $0.00 |
DisclosureSEC source: 0000895447-22-000050 · edgardoc.xml · nonDerivative · entry 1 Randolph Diane · CIK 0001800882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,857 F1 · kind: Restricted stock award. Restrictions will lapse on 1/2/2023. Read SEC document |
| September 16, 2021 Filed Sep 20, 2021 20:29 UTC | SHOE STATION GROUP INC SCVL · Entity 5764 | GrantCommon Stock | 540 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-008857 · edgar.xml · nonDerivative · entry 1 Randolph Diane · CIK 0001800882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 540 F1 · shares: Restricted Stock Award. Restrictions will lapse on 1/2/2022. Read SEC document |
| September 01, 2021 Filed Sep 1, 2021 16:57 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Disposition to issuer2021 RSU Grant · Derivative | 3,261 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-21-009258 · marketforms-53670.xml · derivative · entry 2 Randolph Diane · CIK 0001800882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Coremark Common Stock · 3,261 shares Expires not disclosed F1 · derivative.exercise_price: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE. F1 · price: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE. F1 · derivative.exercise_date: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE. F1 · derivative.expiration_date: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE. Read SEC document |
| September 01, 2021 Filed Sep 1, 2021 16:57 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Disposition to issuerCore-Mark Common Stock | 3,975 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-21-009258 · marketforms-53670.xml · nonDerivative · entry 1 Randolph Diane · CIK 0001800882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 18:43 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Grant2021 RSU Grant · Derivative | 3,261 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001214659-21-001230 · marketforms-51379.xml · derivative · entry 1 Randolph Diane · CIK 0001800882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,261 Underlying: Coremark Common Stock · 3,261 shares Expires not disclosed F1 · derivative.exercise_date: This grant represents RSU's from the 2019 Long Term Incentive Plan that are subject to vesting on February 1, 2022 prior to their conversion to common stock. F1 · derivative.expiration_date: This grant represents RSU's from the 2019 Long Term Incentive Plan that are subject to vesting on February 1, 2022 prior to their conversion to common stock. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 16:30 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversion2020 RSU Grant · Derivative | 3,975 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001214659-21-000811 · marketforms-51275.xml · derivative · entry 2 Randolph Diane · CIK 0001800882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Coremark Common Stock · 3,975 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This grant represents RSU's from the 2019 Long Term Incentive Plan that are fully vested as of January 22, 2021. F1 · derivative.expiration_date: This grant represents RSU's from the 2019 Long Term Incentive Plan that are fully vested as of January 22, 2021. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 16:30 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversionCoremark Common Stock | 3,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-000811 · marketforms-51275.xml · nonDerivative · entry 1 Randolph Diane · CIK 0001800882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,975 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: This grant represents RSU's from the 2019 Long Term Incentive Plan that are fully vested as of January 22, 2021. Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 18:49 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Grant2020 RSU Grant · Derivative | 3,975 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001246360-20-000273 · form.xml · derivative · entry 1 Randolph Diane · CIK 0001800882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,975 Underlying: Coremark Common Stock · 3,975 shares Expires not disclosed F1 · derivative.exercise_date: This grant represents RSU's from the 2019 Long Term Incentive Plan that are subject to vesting on January 1, 2021 prior to their conversion to common stock. F1 · derivative.expiration_date: This grant represents RSU's from the 2019 Long Term Incentive Plan that are subject to vesting on January 1, 2021 prior to their conversion to common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.