Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOLLAR GENERAL CORPDG · Entity 2133 | SVP & Chief Accounting Officer | 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 | 34,968 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Tax withholding · Disposed 1,303 · Balance 34,968 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 (829 shares), March 27, 2024 (88 shares) and March 28, 2023 (109 shares), as well as vesting and payment of a portion of performance share units ("PSUs") granted March 25, 2025 (277 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 (829 shares), March 27, 2024 (88 shares) and March 28, 2023 (109 shares), as well as vesting and payment of a portion of performance share units ("PSUs") granted March 25, 2025 (277 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 |
|---|---|---|---|---|---|---|
| March 20, 2019 Filed Mar 22, 2019 16:36 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantCommon Stock | 714 | $0.00 | $0.00 |
DisclosureSEC source: 0000029534-19-000019 · edgar.xml · nonDerivative · entry 1 ELLIOTT ANITA C · CIK 0001191206 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,732 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, 2020, subject to certain forfeiture and accelerated vesting provisions. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 17:17 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantCommon Stock | 705 | $0.00 | $0.00 |
DisclosureSEC source: 0000029534-19-000011 · edgar.xml · nonDerivative · entry 1 ELLIOTT ANITA C · CIK 0001191206 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,018 F1 · shares: Performance share units ("PSUs") earned by reporting person from March 22, 2017 & March 21, 2018 grants, as certified by Issuer's Compensation Committee on March 12, 2019. Each PSU represents right to one share of Issuer's common stock. Amount reported includes: (i) 284 PSUs earned as a result of Issuer's fiscal years 2017-2018 average adjusted ROIC performance (2017 grant), all of which will become vested & be settled & paid in unrestricted shares of Issuer's common stock on April 1, 2019; & (ii) 421 PSUs earned as a result of Issuer's fiscal year 2018 adjusted EBITDA performance (2018 grant), 141 of which will become vested & be settled & paid in unrestricted shares of Issuer's common stock on April 1, 2019, & remainder of which is subject to time-based vesting requirements (140 on each of April 1, 2020 & April 1, 2021) & certain forfeiture & accelerated vesting provisions, & once vested are payable solely in unrestricted shares of Issuer's common stock. Read SEC document |
| April 18, 2018 Filed Apr 19, 2018 15:26 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | SaleCommon Stock | 3,000 | $100.87 | $302,597.10 |
DisclosureSEC source: 0000029534-18-000033 · edgar.xml · nonDerivative · entry 1 ELLIOTT ANITA C · CIK 0001191206 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,313 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $100.8656 to $100.87, inclusive. The reporting person undertakes to provide to 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 |
| April 10, 2018 Filed Apr 11, 2018 17:05 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | SaleCommon Stock | 1,892 | $95.75 | $181,159.00 |
DisclosureSEC source: 0000029534-18-000031 · edgar.xml · nonDerivative · entry 1 ELLIOTT ANITA C · CIK 0001191206 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,313 Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 17:46 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Tax withholdingCommon Stock | 614 | $93.55 | $57,439.70 |
DisclosureSEC source: 0000029534-18-000028 · edgar.xml · nonDerivative · entry 1 ELLIOTT ANITA C · CIK 0001191206 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,205 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 on March 17, 2015 (98 shares), March 16, 2016 (94 shares), and March 22, 2017 (92 shares), as well as the vesting and payment of a portion of performance share units granted on March 17, 2015 (103 shares), March 16, 2016 (83 shares), and March 22, 2017 (50 shares from the vesting of PSUs earned as a result of the Issuer's fiscal year 2017 adjusted EBITDA performance and 94 shares from the vesting of PSUs earned as a result of the Issuer's fiscal year 2017 adjusted ROIC performance). Read SEC document |
| March 21, 2018 Filed Mar 23, 2018 15:40 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantEmployee Stock Option (Right to Buy) · Derivative | 6,583 | $0.00 Strike: $92.98 | $0.00 |
DisclosureSEC source: 0000029534-18-000020 · edgar.xml · derivative · entry 2 ELLIOTT ANITA C · CIK 0001191206 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,583 Underlying: Common Stock · 6,583 shares Expires 2028-03-21 F2 · derivative.exercise_date: The option vests in four annual installments of 25% beginning on April 1, 2019, subject to certain forfeiture and accelerated vesting provisions. Read SEC document |
| March 21, 2018 Filed Mar 23, 2018 15:40 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantCommon Stock | 857 | $0.00 | $0.00 |
DisclosureSEC source: 0000029534-18-000020 · edgar.xml · nonDerivative · entry 1 ELLIOTT ANITA C · CIK 0001191206 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,819 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, 2019, subject to certain forfeiture and accelerated vesting provisions. Read SEC document |
| March 13, 2018 Filed Mar 15, 2018 16:49 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantCommon Stock | 993 | $0.00 | $0.00 |
DisclosureSEC source: 0000029534-18-000010 · edgar.xml · nonDerivative · entry 1 ELLIOTT ANITA C · CIK 0001191206 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,962 F1 · shares: Performance share units ("PSUs") earned by the reporting person from a March 22, 2017 grant, as certified by the Issuer's Compensation Committee on March 13, 2018. Each PSU represents the right to one share of the Issuer's common stock. The amount reported includes (i) 384 PSUs earned as a result of the Issuer's fiscal year 2017 adjusted ROIC performance, all of which will become vested & be settled & paid in unrestricted shares of the Issuer's common stock on April 1, 2018; & (ii) 609 PSUs that were earned as a result of the Issuer's fiscal year 2017 adjusted EBITDA performance, 203 of which will become vested & be settled and paid in unrestricted shares of the Issuer's common stock on April 1, 2018, & the remainder of which remains subject to time-based vesting requirements (203 on each of April 1, 2019 and April 1, 2020) & certain forfeiture and accelerated vesting provisions, & once vested are payable solely in unrestricted shares of the Issuer's common stock. Read SEC document |
| December 18, 2017 Filed Dec 20, 2017 17:11 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | SaleCommon Stock | 2,012 | $92.82 | $186,746.60 |
DisclosureSEC source: 0000029534-17-000062 · edgar.xml · nonDerivative · entry 1 ELLIOTT ANITA C · CIK 0001191206 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,969 Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 16:44 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Tax withholdingCommon Stock | 423 | $69.73 | $29,495.79 |
DisclosureSEC source: 0000029534-17-000030 · edgar.xml · nonDerivative · entry 1 ELLIOTT ANITA C · CIK 0001191206 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,981 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 on March 17, 2015 (110 shares) and March 16, 2016 (105 shares), as well as the vesting and payment of a portion of performance share units granted on March 17, 2015 (115 shares) and March 16, 2016 (93 shares). Read SEC document |
| March 22, 2017 Filed Mar 24, 2017 00:16 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantEmployee Stock Option (Right to Buy) · Derivative | 9,018 | $0.00 Strike: $70.68 | $0.00 |
DisclosureSEC source: 0000029534-17-000022 · edgar.xml · derivative · entry 2 ELLIOTT ANITA C · CIK 0001191206 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,018 Underlying: Common Stock · 9,018 shares Expires 2027-03-22 F2 · derivative.exercise_date: The option vests in four annual installments of 25% beginning on April 1, 2018, subject to certain forfeiture and accelerated vesting provisions. Read SEC document |
| March 22, 2017 Filed Mar 24, 2017 00:16 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantCommon Stock | 1,125 | $0.00 | $0.00 |
DisclosureSEC source: 0000029534-17-000022 · edgar.xml · nonDerivative · entry 1 ELLIOTT ANITA C · CIK 0001191206 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,404 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, 2018, subject to certain forfeiture and accelerated vesting provisions. Read SEC document |
| March 18, 2017 Filed Mar 21, 2017 14:00 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Tax withholdingCommon Stock | 313 | $72.33 | $22,639.29 |
DisclosureSEC source: 0000029534-17-000014 · edgar.xml · nonDerivative · entry 1 ELLIOTT ANITA C · CIK 0001191206 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,279 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 on March 18, 2014 (148 shares) and the vesting and payment of a portion of performance share units granted on March 18, 2014 (165 shares). Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 15:57 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantCommon Stock | 1,020 | $0.00 | $0.00 |
DisclosureSEC source: 0000029534-17-000009 · edgar.xml · nonDerivative · entry 1 ELLIOTT ANITA C · CIK 0001191206 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,592 F1 · shares: Performance share units earned by the reporting person from a March 16, 2016 grant, as certified by the Issuer's Compensation Committee on March 14, 2017. Each performance share unit represents the right to one share of the Issuer's common stock. The amount reported includes (i) 340 performance share units that will be settled and paid in unrestricted shares of the Issuer's common stock on April 1, 2017; and (ii) 680 performance share units that remain subject to time-based vesting requirements (340 on each of April 1, 2018 and April 1, 2019) and certain forfeiture and accelerated vesting provisions, and once vested are payable solely in unrestricted shares of the Issuer's 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.