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, 2021 | April 05, 2021 |
| DOLLAR TREE, INC.DLTR · Entity 3189 | Chief Supply Chain Officer | April 01, 2025 | April 03, 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 GENERAL CORP
Report date April 01, 2021 · Filed April 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,416 |
Reported balance
After 2021-04-01 transaction · row 1
1 source rowRow 1 · 2021-04-01 · Tax withholding · Disposed 2,294 · Balance 11,416 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 21, 2018 (168 shares), as well as the vesting and payment of a portion of performance share units ("PSUs") granted March 21, 2018 (83 shares from the vesting of PSUs earned as a result of the Issuer's fiscal year 2018 adjusted EBITDA performance and 755 shares from the vesting of PSUs earned as a result of the Issuer's fiscal years 2018-2020 adjusted ROIC performance), March 20, 2019 (416 shares from the vesting of PSUs earned as a result of the Issuer's fiscal year 2019 adjusted EBITDA performance) and March 17, 2020 (872 shares from the vesting of PSUs earned as a result of the Issuer's fiscal year 2020 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 21, 2018 (168 shares), as well as the vesting and payment of a portion of performance share units ("PSUs") granted March 21, 2018 (83 shares from the vesting of PSUs earned as a result of the Issuer's fiscal year 2018 adjusted EBITDA performance and 755 shares from the vesting of PSUs earned as a result of the Issuer's fiscal years 2018-2020 adjusted ROIC performance), March 20, 2019 (416 shares from the vesting of PSUs earned as a result of the Issuer's fiscal year 2019 adjusted EBITDA performance) and March 17, 2020 (872 shares from the vesting of PSUs earned as a result of the Issuer's fiscal year 2020 adjusted EBITDA performance).
DOLLAR TREE, INC.
Report date April 01, 2025 · Filed April 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,767 |
Ending reported balance
After 2025-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-04-01 · Tax withholding · Disposed 311 · Balance 19,476 F1: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Row 2 · 2025-04-01 · Grant · Acquired 9,291 · Balance 28,767 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.
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 18, 2017 Filed Mar 21, 2017 14:09 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Tax withholdingCommon Stock | 121 | $72.33 | $8,751.93 |
DisclosureSEC source: 0000029534-17-000015 · edgar.xml · nonDerivative · entry 1 Kindy Michael J · CIK 0001672204 · SVP, Global Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,733 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 (62 shares) and the vesting and payment of a portion of performance share units granted on March 18, 2014 (59 shares). Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 16:02 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantCommon Stock | 1,020 | $0.00 | $0.00 |
DisclosureSEC source: 0000029534-17-000010 · edgar.xml · nonDerivative · entry 1 Kindy Michael J · CIK 0001672204 · SVP, Global Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,854 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.