Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOLLAR TREE, INC.DLTR · Entity 3189 | CMO - Dollar Tree | June 06, 2025 | June 09, 2025 |
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 June 06, 2025 · Filed June 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,419 |
Reported balance
After 2025-06-06 transaction · row 1
1 source rowRow 1 · 2025-06-06 · Sale · Disposed 21,026 · Balance 50,419 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $94.54 to $94.72, inclusive. The reporting person undertakes to provide to Dollar Tree, Inc., any security holder of Dollar Tree, Inc., 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 ranges set forth above. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $94.54 to $94.72, inclusive. The reporting person undertakes to provide to Dollar Tree, Inc., any security holder of Dollar Tree, Inc., 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 ranges set forth above.
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, 2020 Filed Apr 3, 2020 20:30 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 2,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-013150 · form4.xml · nonDerivative · entry 1 McNeely Richard L · CIK 0001797424 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,435 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: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 19:29 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 614 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-20-012642 · form4.xml · derivative · entry 6 McNeely Richard L · CIK 0001797424 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 614 shares Expires 2020-03-31 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_price: Convert without cost to shares of common stock on a one-for-one basis. F4 · shares: Award fully vested on 3/31/20. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 19:29 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 2,335 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-20-012642 · form4.xml · derivative · entry 5 McNeely Richard L · CIK 0001797424 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,335 shares Expires 2020-03-31 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_price: Convert without cost to shares of common stock on a one-for-one basis. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 19:29 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 185 | $73.47 | $13,591.95 |
DisclosureSEC source: 0001127602-20-012642 · form4.xml · nonDerivative · entry 4 McNeely Richard L · CIK 0001797424 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,901 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 19:29 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 614 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-012642 · form4.xml · nonDerivative · entry 3 McNeely Richard L · CIK 0001797424 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,086 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 · shares: Award fully vested on 3/31/20. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 19:29 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 703 | $73.47 | $51,649.41 |
DisclosureSEC source: 0001127602-20-012642 · form4.xml · nonDerivative · entry 2 McNeely Richard L · CIK 0001797424 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,472 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 19:29 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 2,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-012642 · form4.xml · nonDerivative · entry 1 McNeely Richard L · CIK 0001797424 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,175 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: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 30, 2020 Filed Apr 1, 2020 22:32 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionRestricted Stock Unit · Derivative | 2,633 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-20-012469 · form4.xml · derivative · entry 3 McNeely Richard L · CIK 0001797424 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,634 Underlying: Common Stock · 2,633 shares Expires 2020-03-30 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. F2 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F1 · shares: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. F4 · derivative.exercise_date: Vests in three approximately equal annual installments, beginning the first anniversary of the award date, subject to continued employment. Read SEC document |
| March 30, 2020 Filed Apr 1, 2020 22:32 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 793 | $79.85 | $63,321.05 |
DisclosureSEC source: 0001127602-20-012469 · form4.xml · nonDerivative · entry 2 McNeely Richard L · CIK 0001797424 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,840 F3 · kind: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 30, 2020 Filed Apr 1, 2020 22:32 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Exercise / conversionCommon Stock | 2,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-012469 · form4.xml · nonDerivative · entry 1 McNeely Richard L · CIK 0001797424 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,633 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: Portion vested at anniversary of three-year award. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 15:41 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantRestricted Stock Unit · Derivative | 614 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-010556 · form4.xml · derivative · entry 2 McNeely Richard L · CIK 0001797424 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 614 Underlying: Common Stock · 614 shares Expires 2020-03-31 F1 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F3 · date: The Compensation Committee certified on 3/11/2020 the level of performance achieved for the performance-based RSUs awarded on 3/31/2017 pursuant to the Long-Term Performance Plan for fiscal years 2017, 2018 and 2019. The award will fully vest on March 31, 2020. Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 15:41 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantRestricted Stock Unit · Derivative | 7,604 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-010556 · form4.xml · derivative · entry 1 McNeely Richard L · CIK 0001797424 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,604 Underlying: Common Stock · 7,604 shares Expires 2020-04-01 F1 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F2 · date: The Compensation Committee certified on 3/11/2020 that the Company achieved its 2019 performance target for the performance stock units granted on 4/1/2019, and that shares will vest in approximately three equal installments, beginning on the first anniversary of the award date, subject to continued employment. 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.