Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOLLAR TREE, INC.DLTR · Entity 3189 | Chief of DTS & Enterprise Op | April 01, 2026 | April 03, 2026 |
| NEW RITE AID, LLCRAD · Entity 87704 | Executive VP | December 06, 2021 | December 07, 2021 |
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 April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,838 |
Ending reported balance
After 2026-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-01 · Tax withholding · Disposed 659 · Balance 15,859 F1: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Row 2 · 2026-04-01 · Grant · Acquired 5,979 · Balance 21,838 F2: Restricted stock units granted pursuant to the Company's 2021 Omnibus Incentive Plan and will vest in approximately three equal annual installments, beginning on the anniversary of the award date, subject to continued employment |
Filing footnotes · ownership attribution and instrument terms
F1: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.
F2: Restricted stock units granted pursuant to the Company's 2021 Omnibus Incentive Plan and will vest in approximately three equal annual installments, beginning on the anniversary of the award date, subject to continued employment
NEW RITE AID, LLC
Report date December 06, 2021 · Filed December 07, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 93,111 |
Reported balance
After 2021-12-06 transaction · row 1
1 source rowRow 1 · 2021-12-06 · Tax withholding · Disposed 1,954 · Balance 93,111 F1: Shares are being surrendered to satisfy tax withholding obligation with respect to shares on which restrictions are lapsing. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares are being surrendered to satisfy tax withholding obligation with respect to shares on which restrictions are lapsing.
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 |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 3, 2026 22:05 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock | 5,979 | $0.00 | $0.00 |
DisclosureSEC source: 0000935703-26-000049 · form4.xml · nonDerivative · entry 2 Konrad Jocelyn Z · CIK 0001650760 · Chief of DTS & Enterprise Op 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,838 F2 · shares: Restricted stock units granted pursuant to the Company's 2021 Omnibus Incentive Plan and will vest in approximately three equal annual installments, beginning on the anniversary of the award date, subject to continued employment Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 22:05 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 659 | $108.70 | $71,633.30 |
DisclosureSEC source: 0000935703-26-000049 · form4.xml · nonDerivative · entry 1 Konrad Jocelyn Z · CIK 0001650760 · Chief of DTS & Enterprise Op 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,859 F1 · shares: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| January 03, 2026 Filed Jan 6, 2026 22:58 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 760 | $127.70 | $97,052.00 |
DisclosureSEC source: 0000935703-26-000007 · form4.xml · nonDerivative · entry 1 Konrad Jocelyn Z · CIK 0001650760 · Chief of DTS & Enterprise Op 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,518 F1 · shares: Shares deemed surrendered in payment of tax liability resulting from vesting of previously reported awards of restricted stock units. Read SEC document |
| December 06, 2021 Filed Dec 7, 2021 17:13 UTC | NEW RITE AID, LLC RAD · Entity 87704 | Tax withholdingCommon Stock | 1,954 | $12.38 | $24,190.52 |
DisclosureSEC source: 0001209191-21-068370 · doc4.xml · nonDerivative · entry 1 Konrad Jocelyn Z · CIK 0001650760 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,111 F1 · shares: Shares are being surrendered to satisfy tax withholding obligation with respect to shares on which restrictions are lapsing. Read SEC document |
| July 29, 2021 Filed Jul 30, 2021 16:37 UTC | NEW RITE AID, LLC RAD · Entity 87704 | SaleCommon Stock | 28,384 | $15.42 | $437,570.58 |
DisclosureSEC source: 0001209191-21-048803 · doc4.xml · nonDerivative · entry 1 Konrad Jocelyn Z · CIK 0001650760 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,065 F1 · price: The price reported in Column 4 is a weighted average price. The shares were transacted at prices ranging from $15.41 to $15.421, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission ("SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| July 17, 2021 Filed Jul 20, 2021 16:01 UTC | NEW RITE AID, LLC RAD · Entity 87704 | Disposition to issuerCommon Stock | 5,801 | $14.58 | $84,578.58 |
DisclosureSEC source: 0001209191-21-047356 · doc4.xml · nonDerivative · entry 1 Konrad Jocelyn Z · CIK 0001650760 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,449 F1 · shares: Shares are being surrendered to satisfy tax withholding obligation with respect to shares on which restrictions are lapsing. Read SEC document |
| July 08, 2021 Filed Jul 9, 2021 14:31 UTC | NEW RITE AID, LLC RAD · Entity 87704 | Tax withholdingCommon Stock | 3,212 | $14.67 | $47,120.04 |
DisclosureSEC source: 0001209191-21-046125 · doc4.xml · nonDerivative · entry 2 Konrad Jocelyn Z · CIK 0001650760 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,250 F2 · shares: Shares are being surrendered to satisfy tax withholding obligation with respect to shares on which restrictions are lapsing. Read SEC document |
| July 07, 2021 Filed Jul 9, 2021 14:31 UTC | NEW RITE AID, LLC RAD · Entity 87704 | GrantCommon Stock | 41,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-046125 · doc4.xml · nonDerivative · entry 1 Konrad Jocelyn Z · CIK 0001650760 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,462 F1 · shares: These shares of common stock are subject to restrictions that lapse in three equal annual installments beginning one year from the date of grant. Read SEC document |
| December 06, 2020 Filed Dec 8, 2020 15:23 UTC | NEW RITE AID, LLC RAD · Entity 87704 | Tax withholdingCommon Stock | 1,954 | $16.22 | $31,693.88 |
DisclosureSEC source: 0001209191-20-062210 · doc4.xml · nonDerivative · entry 1 Konrad Jocelyn Z · CIK 0001650760 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,344 F1 · shares: Shares ate being surrendered to satisfy tax withholding obligation with respect to shares on which restrictions are lapsing. Read SEC document |
| July 17, 2020 Filed Jul 21, 2020 15:24 UTC | NEW RITE AID, LLC RAD · Entity 87704 | Tax withholdingCommon Stock | 7,666 | $15.80 | $121,122.80 |
DisclosureSEC source: 0001209191-20-043140 · doc4.xml · nonDerivative · entry 1 Konrad Jocelyn Z · CIK 0001650760 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,298 F1 · kind: Shares are being surrendered to satisfy tax withholding obligation with respect to shares on which restrictions are lapsing. Read SEC document |
| July 08, 2020 Filed Jul 9, 2020 14:38 UTC | NEW RITE AID, LLC RAD · Entity 87704 | GrantCommon Stock | 33,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-041920 · doc4.xml · nonDerivative · entry 1 Konrad Jocelyn Z · CIK 0001650760 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,964 F1 · security: These shares of common stock are subject to restrictions that lapse in three equal annual installments beginning one year from the date of grant. Read SEC document |
| December 10, 2019 Filed Dec 10, 2019 16:52 UTC | NEW RITE AID, LLC RAD · Entity 87704 | Tax withholdingCommon Stock | 1,280 | $8.29 | $10,611.20 |
DisclosureSEC source: 0001209191-19-059887 · doc4.xml · nonDerivative · entry 1 Konrad Jocelyn Z · CIK 0001650760 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,139 F1 · shares: Shares are being surrendered to satisfy tax withholding obligation with respect to shares on which restrictions are lapsing. Read SEC document |
| July 17, 2019 Filed Jul 19, 2019 16:19 UTC | NEW RITE AID, LLC RAD · Entity 87704 | GrantCommon Stock | 46,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-042782 · doc4.xml · nonDerivative · entry 2 Konrad Jocelyn Z · CIK 0001650760 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,419 F2 · kind: Restricted Stock vest in three annual installments beginning one year from the date of grant. Read SEC document |
| July 17, 2019 Filed Jul 19, 2019 16:19 UTC | NEW RITE AID, LLC RAD · Entity 87704 | Tax withholdingCommon Stock | 636 | $7.79 | $4,954.44 |
DisclosureSEC source: 0001209191-19-042782 · doc4.xml · nonDerivative · entry 1 Konrad Jocelyn Z · CIK 0001650760 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,219 F1 · kind: Shares are being surrendered to satisfy tax withholding obligation with respect to shares on which restrictions are lapsing. Read SEC document |
| June 22, 2019 Filed Jun 25, 2019 16:10 UTC | NEW RITE AID, LLC RAD · Entity 87704 | Tax withholdingCommon Stock | 184 | $6.67 | $1,227.28 |
DisclosureSEC source: 0001209191-19-038904 · doc4.xml · nonDerivative · entry 1 Konrad Jocelyn Z · CIK 0001650760 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,855 Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 17:44 UTC | NEW RITE AID, LLC RAD · Entity 87704 | GrantCommon Stock | 269,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-002879 · doc4.xml · nonDerivative · entry 1 Konrad Jocelyn Z · CIK 0001650760 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460,792 Read SEC document |
| July 17, 2018 Filed Jul 19, 2018 16:15 UTC | NEW RITE AID, LLC RAD · Entity 87704 | Tax withholdingCommon Stock | 12,703 | $1.67 | $21,214.01 |
DisclosureSEC source: 0001209191-18-043325 · doc4.xml · nonDerivative · entry 1 Konrad Jocelyn Z · CIK 0001650760 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,192 F1 · kind: Shares are being surrendered to satisfy tax withholding obligation with respect to shares on which restrictions are lapsing. Read SEC document |
| June 22, 2018 Filed Jun 26, 2018 21:11 UTC | NEW RITE AID, LLC RAD · Entity 87704 | Tax withholdingCommon Stock | 3,684 | $2.02 | $7,441.68 |
DisclosureSEC source: 0001209191-18-039563 · doc4.xml · nonDerivative · entry 1 Konrad Jocelyn Z · CIK 0001650760 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,895 F1 · kind: Shares are being surrendered to satisfy tax withholding obligation with respect to shares on which restrictions are lapsing. Read SEC document |
| July 17, 2017 Filed Jul 21, 2017 17:21 UTC | NEW RITE AID, LLC RAD · Entity 87704 | GrantCommon Stock | 133,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001710635-17-000009 · primary_doc.xml · nonDerivative · entry 1 Konrad Jocelyn Z · CIK 0001650760 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,579 Read SEC document |
| June 22, 2017 Filed Jun 26, 2017 16:44 UTC | NEW RITE AID, LLC RAD · Entity 87704 | Tax withholdingCommon Stock | 4,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001689481-17-000005 · primary_doc.xml · nonDerivative · entry 1 Konrad Jocelyn Z · CIK 0001650760 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,779 F1 · kind: Shares are being surrendered to satisfy tax withholding obligation with respect to shares on which restrictions are lapsing. 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.