Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOLLAR GENERAL CORPDG · Entity 2133 | EVP, Strategy & Development | 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, 2025 · Filed April 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,351 |
Reported balance
After 2025-04-01 transaction · row 1
1 source rowRow 1 · 2025-04-01 · Tax withholding · Disposed 161 · Balance 33,351 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 15, 2022 (60 shares) and March 28, 2023 (54 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). |
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 15, 2022 (60 shares) and March 28, 2023 (54 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).
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, 2025 Filed Apr 3, 2025 16:14 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Tax withholdingCommon Stock | 161 | $87.60 | $14,103.60 |
DisclosureSEC source: 0001062993-25-006937 · form4.xml · nonDerivative · entry 1 Deckard Steven R · CIK 0001976293 · EVP, Strategy & Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,351 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 (54 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 15:20 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantCommon Stock | 30,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006350 · form4.xml · nonDerivative · entry 1 Deckard Steven R · CIK 0001976293 · EVP, Strategy & Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,512 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 |
| September 18, 2024 Filed Sep 19, 2024 16:52 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | SaleCommon Stock | 2,010 | $86.66 | $174,194.84 |
DisclosureSEC source: 0001062993-24-016770 · form4.xml · nonDerivative · entry 1 Deckard Steven R · CIK 0001976293 · EVP, Store Ops & Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,887 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions ranging from $86.60 to $86.7229, 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 |
| April 01, 2024 Filed Apr 3, 2024 19:12 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Tax withholdingCommon Stock | 483 | $157.35 | $76,000.05 |
DisclosureSEC source: 0001062993-24-007889 · form4.xml · nonDerivative · entry 1 Deckard Steven R · CIK 0001976293 · EVP, Store Ops & Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,897 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 (52 shares), March 15, 2022 (60 shares) and March 28, 2023 (54 shares), as well as vesting and payment of a portion of performance share units ("PSUs") granted March 16, 2021 (51 shares from the vesting of PSUs earned as a result of the Issuer's fiscal year 2021 adjusted EBITDA performance and 219 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 19:55 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: 0001062993-24-007322 · form4.xml · derivative · entry 1 Deckard Steven R · CIK 0001976293 · EVP, Store Ops & Development 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 19:30 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantCommon Stock | 904 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-006401 · form4.xml · nonDerivative · entry 1 Deckard Steven R · CIK 0001976293 · EVP, Store Ops & Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,380 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 |
| September 05, 2023 Filed Sep 6, 2023 19:01 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantEmployee Stock Option (Right to Buy) · Derivative | 8,769 | $0.00 Strike: $127.22 | $0.00 |
DisclosureSEC source: 0001062993-23-017656 · form4.xml · derivative · entry 1 Deckard Steven R · CIK 0001976293 · EVP, Growth & Emerging Mkts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,769 Underlying: Common Stock · 8,769 shares Expires 2033-09-05 F1 · derivative.exercise_date: The option vests in four annual installments of 25% beginning on September 5, 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.