Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOLLAR GENERAL CORPDG · Entity 2133 | EVP, Global Supply Chain | 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 | 67,838 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Tax withholding · Disposed 8,017 · Balance 67,838 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 (4,018 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 (3,926 shares from the vesting of PSUs earned as a result of the Issuer's fiscal year 2025 adjusted EBITDA performance). |
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 (4,018 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 (3,926 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 14:32 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Tax withholdingCommon Stock | 8,017 | $117.17 | $939,351.89 |
DisclosureSEC source: 0000029534-26-000052 · form4.xml · nonDerivative · entry 1 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,838 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 (4,018 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 (3,926 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 | 8,388 | $0.00 | $0.00 |
DisclosureSEC source: 0000029534-26-000036 · form4.xml · nonDerivative · entry 1 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,855 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 11, 2026 Filed Mar 12, 2026 15:45 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,691 | $0.00 Strike: $84.67 | $0.00 |
DisclosureSEC source: 0000029534-26-000014 · form4.xml · derivative · entry 4 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,691 shares Expires 2026-03-16 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 897 shares on each of April 1, 2018, April 1, 2019 and April 1, 2020. Read SEC document |
| March 11, 2026 Filed Mar 12, 2026 15:45 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Tax withholdingCommon Stock | 1,858 | $144.84 | $269,112.72 |
DisclosureSEC source: 0000029534-26-000014 · form4.xml · nonDerivative · entry 3 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,467 F2 · balance_after: Since the date of the reporting person's last ownership report, he transferred 100 shares of Dollar General common stock to his ex-spouse pursuant to a domestic relations order. The reporting person no longer reports as beneficially owned any securities owned by his ex-spouse. Read SEC document |
| March 11, 2026 Filed Mar 12, 2026 15:45 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Exercise / conversionCommon Stock | 2,691 | $84.67 | $227,846.97 |
DisclosureSEC source: 0000029534-26-000014 · form4.xml · nonDerivative · entry 2 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,325 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 · balance_after: Since the date of the reporting person's last ownership report, he transferred 100 shares of Dollar General common stock to his ex-spouse pursuant to a domestic relations order. The reporting person no longer reports as beneficially owned any securities owned by his ex-spouse. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 15:45 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantCommon Stock | 30,626 | $0.00 | $0.00 |
DisclosureSEC source: 0000029534-26-000014 · form4.xml · nonDerivative · entry 1 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,634 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. 10,210 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 (10,208 on each of April 1, 2027 and April 1, 2028) and certain forfeiture and accelerated vesting provisions. F2 · balance_after: Since the date of the reporting person's last ownership report, he transferred 100 shares of Dollar General common stock to his ex-spouse pursuant to a domestic relations order. The reporting person no longer reports as beneficially owned any securities owned by his ex-spouse. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 21:38 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,382 | $0.00 Strike: $125.81 | $0.00 |
DisclosureSEC source: 0000029534-25-000027 · form4.xml · derivative · entry 3 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,144 Underlying: Common Stock · 2,382 shares Expires 2033-12-11 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 · balance_after: Represents 1 option that vested on December 11, 2024 and 2,381 options that vested on December 11, 2025, as well as 2,381 options that are scheduled to vest on each of December 11, 2026 and December 11, 2027. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 21:38 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | SaleCommon Stock | 2,282 | $133.35 | $304,315.65 |
DisclosureSEC source: 0000029534-25-000027 · form4.xml · nonDerivative · entry 2 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,108 F2 · price: The reported price is a weighted average price. These shares were sold in multiple transactions ranging from $133.245 to $133.96, 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. F1 · balance_after: Since the date of the reporting person's last ownership report, he transferred 233 shares of Dollar General common stock to his ex-spouse pursuant to a domestic relations order. The reporting person no longer reports as beneficially owned any securities owned by his ex-spouse. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 21:38 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Exercise / conversionCommon Stock | 2,382 | $125.81 | $299,679.42 |
DisclosureSEC source: 0000029534-25-000027 · form4.xml · nonDerivative · entry 1 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,390 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 · balance_after: Since the date of the reporting person's last ownership report, he transferred 233 shares of Dollar General common stock to his ex-spouse pursuant to a domestic relations order. The reporting person no longer reports as beneficially owned any securities owned by his ex-spouse. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 16:48 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Tax withholdingCommon Stock | 152 | $87.60 | $13,315.20 |
DisclosureSEC source: 0001062993-25-006949 · form4.xml · nonDerivative · entry 1 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,241 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 (60 shares) and March 28, 2023 (45 shares), as well as vesting and payment of a portion of performance share units ("PSUs") granted March 15, 2022 (47 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 15:47 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantCommon Stock | 30,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006362 · form4.xml · nonDerivative · entry 1 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,393 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 |
| March 07, 2025 Filed Mar 10, 2025 23:39 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 895 | $0.00 Strike: $74.72 | $0.00 |
DisclosureSEC source: 0001062993-25-005054 · form4.xml · derivative · entry 3 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 895 shares Expires 2025-03-17 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 |
| March 07, 2025 Filed Mar 10, 2025 23:39 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Tax withholdingCommon Stock | 841 | $81.84 | $68,827.44 |
DisclosureSEC source: 0001062993-25-005054 · form4.xml · nonDerivative · entry 2 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,768 F1 · balance_after: Since the date of the reporting person's last ownership report, he transferred 3,449 shares of Dollar General common stock to his ex-spouse pursuant to a domestic relations order. The reporting person no longer reports as beneficially owned any securities owned by his ex-spouse. Read SEC document |
| March 07, 2025 Filed Mar 10, 2025 23:39 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Exercise / conversionCommon Stock | 895 | $74.72 | $66,874.40 |
DisclosureSEC source: 0001062993-25-005054 · form4.xml · nonDerivative · entry 1 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,609 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 · balance_after: Since the date of the reporting person's last ownership report, he transferred 3,449 shares of Dollar General common stock to his ex-spouse pursuant to a domestic relations order. The reporting person no longer reports as beneficially owned any securities owned by his ex-spouse. Read SEC document |
| September 12, 2024 Filed Sep 13, 2024 19:09 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,615 | $0.00 Strike: $70.68 | $0.00 |
DisclosureSEC source: 0001062993-24-016567 · form4.xml · derivative · entry 5 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,615 Underlying: Common Stock · 1,615 shares Expires 2027-03-22 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 · derivative.exercise_date: The option vested as to 809 shares on April 1, 2018 and as to 807 shares on April 1, 2019. Read SEC document |
| September 12, 2024 Filed Sep 13, 2024 19:09 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 895 | $0.00 Strike: $74.72 | $0.00 |
DisclosureSEC source: 0001062993-24-016567 · form4.xml · derivative · entry 4 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 895 Underlying: Common Stock · 895 shares Expires 2025-03-17 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 |
| September 12, 2024 Filed Sep 13, 2024 19:09 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | SaleCommon Stock | 2,510 | $83.25 | $208,959.51 |
DisclosureSEC source: 0001062993-24-016567 · form4.xml · nonDerivative · entry 3 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,163 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions ranging from $83.20 to $83.355, 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 |
| September 12, 2024 Filed Sep 13, 2024 19:09 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Exercise / conversionCommon Stock | 1,615 | $70.68 | $114,148.20 |
DisclosureSEC source: 0001062993-24-016567 · form4.xml · nonDerivative · entry 2 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,673 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 |
| September 12, 2024 Filed Sep 13, 2024 19:09 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Exercise / conversionCommon Stock | 895 | $74.72 | $66,874.40 |
DisclosureSEC source: 0001062993-24-016567 · form4.xml · nonDerivative · entry 1 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,058 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, 2024 Filed Apr 3, 2024 21:37 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Tax withholdingCommon Stock | 376 | $157.35 | $59,163.60 |
DisclosureSEC source: 0001062993-24-007964 · form4.xml · nonDerivative · entry 1 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,163 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 16, 2021 (35 shares), March 15, 2022 (60 shares) and March 28, 2023 (45 shares), as well as vesting and payment of a portion of performance share units ("PSUs") granted March 16, 2021 (34 shares from the vesting of PSUs earned as a result of the Issuer's fiscal year 2021 adjusted EBITDA performance and 155 shares from the vesting of PSUs earned as a result of the Issuer's fiscal years 2021-2023 adjusted ROIC performance) and March 15, 2022 (47 shares from the vesting of PSUs earned as a result of the Issuer's fiscal year 2022 adjusted EBITDA performance). Read SEC document |
| March 27, 2024 Filed Mar 28, 2024 20:16 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantEmployee Stock Option (Right to Buy) · Derivative | 22,765 | $0.00 Strike: $154.21 | $0.00 |
DisclosureSEC source: 0001062993-24-007355 · form4.xml · derivative · entry 1 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,765 Underlying: Common Stock · 22,765 shares Expires 2034-03-27 F1 · derivative.exercise_date: The option vests in four annual installments of 25% beginning on April 1, 2025, subject to certain forfeiture and accelerated vesting provisions. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 19:48 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantCommon Stock | 606 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-006411 · form4.xml · nonDerivative · entry 1 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,539 F1 · shares: Performance share units earned from March 16, 2021 grant certified by Issuer's Compensation and Human Capital Management Committee on March 12, 2024 as a result of Issuer's fiscal years 2021-2023 average adjusted ROIC performance, all of which will become vested and be settled and paid in unrestricted shares of Issuer's common stock on April 1, 2024. Read SEC document |
| January 19, 2024 Filed Jan 22, 2024 22:57 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,516 | $0.00 Strike: $57.91 | $0.00 |
DisclosureSEC source: 0001062993-24-001159 · form4.xml · derivative · entry 3 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,516 shares Expires 2024-03-18 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: The options exercised vested as to 758 shares on each of March 18, 2017 and March 18, 2018. Read SEC document |
| January 19, 2024 Filed Jan 22, 2024 22:57 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Tax withholdingCommon Stock | 917 | $132.22 | $121,245.74 |
DisclosureSEC source: 0001062993-24-001159 · form4.xml · nonDerivative · entry 2 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,933 Read SEC document |
| January 19, 2024 Filed Jan 22, 2024 22:57 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Exercise / conversionCommon Stock | 1,516 | $57.91 | $87,791.56 |
DisclosureSEC source: 0001062993-24-001159 · form4.xml · nonDerivative · entry 1 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,850 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 11, 2023 Filed Dec 13, 2023 17:14 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantEmployee Stock Option (Right to Buy) · Derivative | 9,526 | $0.00 Strike: $125.81 | $0.00 |
DisclosureSEC source: 0001062993-23-022510 · form4.xml · derivative · entry 1 West Roderick J · CIK 0001991266 · EVP, Global Supply Chain 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,526 Underlying: Common Stock · 9,526 shares Expires 2033-12-11 F1 · derivative.exercise_date: The option vests in four annual installments of 25% beginning on December 11, 2024, 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.