Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOLLAR GENERAL CORPDG · Entity 2133 | EVP, Store Operations | April 01, 2026 | April 03, 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 GENERAL CORP
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 | 45,303 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Tax withholding · Disposed 4,519 · Balance 45,303 F1: Shares of common stock surrendered to the Issuer in payment of taxes in connection with the vesting and payment of a portion of restricted stock units granted March 25, 2025 (2,232 shares), March 27, 2024 (211 shares) and March 28, 2023 (73 shares), as well as vesting and payment of a portion of performance share units ("PSUs") granted March 25, 2025 (2,003 shares from the vesting of PSUs earned as a result of the Issuer's fiscal year 2025 adjusted EBITDA performance). |
| Common StockSEC Table I · non-derivative | IndirectBy Child | 1 |
Reported balance
Holding disclosure · report date 2026-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of common stock surrendered to the Issuer in payment of taxes in connection with the vesting and payment of a portion of restricted stock units granted March 25, 2025 (2,232 shares), March 27, 2024 (211 shares) and March 28, 2023 (73 shares), as well as vesting and payment of a portion of performance share units ("PSUs") granted March 25, 2025 (2,003 shares from the vesting of PSUs earned as a result of the Issuer's fiscal year 2025 adjusted EBITDA performance).
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 14:28 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Tax withholdingCommon Stock | 4,519 | $117.17 | $529,491.23 |
DisclosureSEC source: 0000029534-26-000048 · form4.xml · nonDerivative · entry 1 Herrmann Tracey N · CIK 0002055928 · EVP, Store Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,303 F1 · shares: Shares of common stock surrendered to the Issuer in payment of taxes in connection with the vesting and payment of a portion of restricted stock units granted March 25, 2025 (2,232 shares), March 27, 2024 (211 shares) and March 28, 2023 (73 shares), as well as vesting and payment of a portion of performance share units ("PSUs") granted March 25, 2025 (2,003 shares from the vesting of PSUs earned as a result of the Issuer's fiscal year 2025 adjusted EBITDA performance). Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 21:29 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantCommon Stock | 6,710 | $0.00 | $0.00 |
DisclosureSEC source: 0000029534-26-000032 · form4.xml · nonDerivative · entry 1 Herrmann Tracey N · CIK 0002055928 · EVP, Store Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,822 F1 · shares: Restricted stock units representing the right to receive shares of common stock upon vesting. The restricted stock units vest in three annual installments of 33 1/3% beginning April 1, 2027, subject to certain forfeiture and accelerated vesting provisions. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 15:32 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantCommon Stock | 17,014 | $0.00 | $0.00 |
DisclosureSEC source: 0000029534-26-000006 · form4.xml · nonDerivative · entry 1 Herrmann Tracey N · CIK 0002055928 · EVP, Store Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,112 F1 · shares: Performance share units ("PSUs") earned from March 25, 2025 grant, as certified by the Issuer's Compensation and Human Capital Management Committee on March 10, 2026 as a result of the Issuer's fiscal year 2025 adjusted EBITDA performance. Each PSU represents the right to one share of Issuer's common stock. 5,672 PSUs will become vested and be settled and paid in unrestricted shares of the Issuer's common stock on April 1, 2026, and the remainder is subject to time-vesting requirements (5,671 on each of April 1, 2027 and April 1, 2028) and certain forfeiture and accelerated vesting provisions. Read SEC document |
| December 11, 2025 Filed Dec 12, 2025 22:31 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | SaleCommon Stock | 4,850 | $131.39 | $637,221.13 |
DisclosureSEC source: 0000029534-25-000021 · form4.xml · nonDerivative · entry 4 Herrmann Tracey N · CIK 0002055928 · EVP, Store Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,098 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions ranging from $131.265 to $131.72, inclusive. The reporting person undertakes to provide Dollar General Corporation, any security holder of Dollar General Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 22:31 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 6,583 | $0.00 Strike: $92.98 | $0.00 |
DisclosureSEC source: 0000029534-25-000021 · form4.xml · derivative · entry 7 Herrmann Tracey N · CIK 0002055928 · EVP, Store Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,583 shares Expires 2028-03-21 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_date: The option vested as to 1,648 shares on April 1, 2019 and as to 1,645 shares on each of April 1, 2020, April 1, 2021 and April 1, 2022. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 22:31 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $73.02 | $0.00 |
DisclosureSEC source: 0000029534-25-000021 · form4.xml · derivative · entry 6 Herrmann Tracey N · CIK 0002055928 · EVP, Store Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2027-05-30 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. F3 · derivative.exercise_date: The option vested as to 1,298 shares on May 30, 2019 and as to 2,351 shares on each of May 30, 2020 and May 30, 2021. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 22:31 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | SaleCommon Stock | 12,583 | $125.07 | $1,573,700.44 |
DisclosureSEC source: 0000029534-25-000021 · form4.xml · nonDerivative · entry 3 Herrmann Tracey N · CIK 0002055928 · EVP, Store Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,948 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions ranging from $125.01 to $125.23, inclusive. The reporting person undertakes to provide Dollar General Corporation, any security holder of Dollar General Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 22:31 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Exercise / conversionCommon Stock | 6,583 | $92.98 | $612,087.34 |
DisclosureSEC source: 0000029534-25-000021 · form4.xml · nonDerivative · entry 2 Herrmann Tracey N · CIK 0002055928 · EVP, Store Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,531 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. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 22:31 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Exercise / conversionCommon Stock | 6,000 | $73.02 | $438,120.00 |
DisclosureSEC source: 0000029534-25-000021 · form4.xml · nonDerivative · entry 1 Herrmann Tracey N · CIK 0002055928 · EVP, Store Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,948 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. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 16:22 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Tax withholdingCommon Stock | 257 | $87.60 | $22,513.20 |
DisclosureSEC source: 0001062993-25-006939 · form4.xml · nonDerivative · entry 1 Herrmann Tracey N · CIK 0002055928 · EVP, Store Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,948 F1 · shares: Shares of common stock surrendered to the Issuer in payment of taxes in connection with the vesting and payment of a portion of restricted stock units granted March 15, 2022 (45 shares), March 28, 2023 (45 shares) and March 27, 2024 (132 shares), as well as vesting and payment of a portion of performance share units ("PSUs") granted March 15, 2022 (35 shares from the vesting of PSUs earned as a result of the Issuer's fiscal year 2022 adjusted EBITDA performance). Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 15:24 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantCommon Stock | 17,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006352 · form4.xml · nonDerivative · entry 1 Herrmann Tracey N · CIK 0002055928 · EVP, Store Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,205 F1 · shares: Restricted stock units representing the right to receive shares of common stock upon vesting. The restricted stock units vest in three annual installments of 33 1/3% beginning on April 1, 2026, subject to certain forfeiture and accelerated vesting provisions. 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.