Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOLLAR GENERAL CORPDG · Entity 2133 | EVP & Chief Financial Officer | April 01, 2025 | April 03, 2025 |
| Francesca's Holdings CORPFRAN · Entity 144747 | EVP Chief Financial Officer | April 05, 2019 | April 09, 2019 |
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 | 39,891 |
Reported balance
After 2025-04-01 transaction · row 1
1 source rowRow 1 · 2025-04-01 · Tax withholding · Disposed 284 · Balance 39,891 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 (130 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 (100 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 (130 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 (100 shares from the vesting of PSUs earned as a result of the Issuer's fiscal year 2022 adjusted EBITDA performance).
Francesca's Holdings CORP
Report date April 05, 2019 · Filed April 09, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 347,126 |
Reported balance
After 2019-04-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-04-05 · Grant · Acquired 347,126 · Balance 347,126 F1: Each restricted stock unit represents the contingent right to receive one share of the Issuer's common stock. The restricted stock units can be settled in shares of the Issuer's common stock or cash at the option of the Issuer. F2: Represents restricted stock units under the Francesca's Holdings Corporation 2015 Equity Incentive Plan that will vest in one installment on the third anniversary of the grant date, subject to the Reporting Person's continued service to the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the contingent right to receive one share of the Issuer's common stock. The restricted stock units can be settled in shares of the Issuer's common stock or cash at the option of the Issuer.
F2: Represents restricted stock units under the Francesca's Holdings Corporation 2015 Equity Incentive Plan that will vest in one installment on the third anniversary of the grant date, subject to the Reporting Person's continued service to the Issuer.
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 16:09 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Tax withholdingCommon Stock | 284 | $87.60 | $24,878.40 |
DisclosureSEC source: 0001062993-25-006931 · form4.xml · nonDerivative · entry 1 DILTS KELLY M · CIK 0001553646 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,891 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 (130 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 (100 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 15:15 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantCommon Stock | 34,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006348 · form4.xml · nonDerivative · entry 1 DILTS KELLY M · CIK 0001553646 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,175 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 |
| April 01, 2024 Filed Apr 3, 2024 19:08 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Tax withholdingCommon Stock | 607 | $157.35 | $95,511.45 |
DisclosureSEC source: 0001062993-24-007886 · form4.xml · nonDerivative · entry 1 DILTS KELLY · CIK 0001553646 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,148 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 (130 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 220 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 (100 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 19:51 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: 0001062993-24-007318 · form4.xml · derivative · entry 1 DILTS KELLY · CIK 0001553646 · EVP & Chief Financial Officer 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 19:25 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantCommon Stock | 904 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-006399 · form4.xml · nonDerivative · entry 1 DILTS KELLY · CIK 0001553646 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,755 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 |
| June 09, 2023 Filed Jun 12, 2023 20:21 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantEmployee Stock Option (Right to Buy) · Derivative | 15,588 | $0.00 Strike: $153.05 | $0.00 |
DisclosureSEC source: 0001062993-23-013350 · form4.xml · derivative · entry 1 DILTS KELLY · CIK 0001553646 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,588 Underlying: Common Stock · 15,588 shares Expires 2033-06-09 F1 · derivative.exercise_date: The option vests in four annual installments of 25% beginning on June 9, 2024, subject to certain forfeiture and accelerated vesting provisions. Read SEC document |
| April 05, 2019 Filed Apr 9, 2019 19:51 UTC | Francesca's Holdings CORP FRAN · Entity 144747 | GrantRestricted Stock Units · Derivative | 347,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001510192-19-000050 · primary_doc.xml · derivative · entry 1 DILTS KELLY · CIK 0001553646 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347,126 Underlying: Common Stock · 347,126 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of the Issuer's common stock. The restricted stock units can be settled in shares of the Issuer's common stock or cash at the option of the Issuer. F2 · derivative.exercise_date: Represents restricted stock units under the Francesca's Holdings Corporation 2015 Equity Incentive Plan that will vest in one installment on the third anniversary of the grant date, subject to the Reporting Person's continued service to the Issuer. F2 · derivative.expiration_date: Represents restricted stock units under the Francesca's Holdings Corporation 2015 Equity Incentive Plan that will vest in one installment on the third anniversary of the grant date, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| August 30, 2018 Filed Sep 4, 2018 16:16 UTC | Francesca's Holdings CORP FRAN · Entity 144747 | Tax withholdingCommon Stock | 2,658 | $6.41 | $17,037.78 |
DisclosureSEC source: 0001510192-18-000088 · primary_doc.xml · nonDerivative · entry 1 DILTS KELLY · CIK 0001553646 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,537 F1 · shares: Represents shares of common stock withheld by the Company to satisfy tax withholding obligations of the Reporting Person upon the vesting of restricted stock previously granted to the Reporting Person. This transaction is exempt under Rule 16b-3(e). Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 16:20 UTC | Francesca's Holdings CORP FRAN · Entity 144747 | GrantCommon Stock | 52,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001510192-18-000043 · primary_doc.xml · nonDerivative · entry 1 DILTS KELLY · CIK 0001553646 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,195 F1 · shares: Represents shares of restricted stock under the Francesca's Holdings Corporation 2015 Equity Incentive Plan that will vest in one installment on the third anniversary of the grant date, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| January 12, 2018 Filed Jan 12, 2018 16:17 UTC | Francesca's Holdings CORP FRAN · Entity 144747 | PurchaseCommon Stock | 2,000 | $5.80 | $11,600.00 |
DisclosureSEC source: 0001510192-18-000012 · primary_doc.xml · nonDerivative · entry 1 DILTS KELLY · CIK 0001553646 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,784 F1 · balance_after: Includes (i) 10,917 shares of restricted stock under the Francesca's Holdings Corporation 2015 Equity Incentive Plan (the "Plan") which vest in full on August 30, 2018, subject to the Reporting Person's continued employment with the Issuer, and (ii) 10,867 shares of restricted stock under the Plan which vest in one installment on the third anniversary of the grant date, subject to the Reporting Person's continued employment with the Issuer. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 18:41 UTC | Francesca's Holdings CORP FRAN · Entity 144747 | GrantCommon Stock | 10,867 | $0.00 | $0.00 |
DisclosureSEC source: 0001510192-17-000027 · primary_doc.xml · nonDerivative · entry 1 DILTS KELLY · CIK 0001553646 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,784 F1 · shares: Represents shares of restricted stock under the Francesca's Holdings Corporation 2015 Equity Incentive Plan which vests in one installment on the third anniversary of the grant date, subject to the Reporting Person's continued employment with the Issuer. 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.