Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOLLAR TREE, INC.DLTR · Entity 3189 | Chief Merchandising Officer FD | July 05, 2024 | July 09, 2024 |
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 July 05, 2024 · Filed July 09, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,617 |
Reported balance
After 2024-07-05 transaction · row 1
1 source rowRow 1 · 2024-07-05 · Grant · Acquired 14,060 · Balance 28,617 F1: Performance-based restricted stock units granted pursuant to the Company's 2021 Omnibus Incentive Plan and vest at target value of 14,060 shares on the third anniversary of grant, subject to continued employment, or prior to the third anniversary from 100% to 166.67% of target based on achievement of certain performance objectives. |
Filing footnotes · ownership attribution and instrument terms
F1: Performance-based restricted stock units granted pursuant to the Company's 2021 Omnibus Incentive Plan and vest at target value of 14,060 shares on the third anniversary of grant, subject to continued employment, or prior to the third anniversary from 100% to 166.67% of target based on achievement of certain performance objectives.
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 |
|---|---|---|---|---|---|---|
| July 05, 2024 Filed Jul 9, 2024 20:12 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock | 14,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-020245 · form4.xml · nonDerivative · entry 1 Gatta Lawrence J. Jr. · CIK 0001429466 · Chief Merchandising Officer FD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,617 F1 · shares: Performance-based restricted stock units granted pursuant to the Company's 2021 Omnibus Incentive Plan and vest at target value of 14,060 shares on the third anniversary of grant, subject to continued employment, or prior to the third anniversary from 100% to 166.67% of target based on achievement of certain performance objectives. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 15:25 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 812 | $107.25 | $87,087.00 |
DisclosureSEC source: 0001127602-24-019669 · form4.xml · nonDerivative · entry 1 Gatta Lawrence J. Jr. · CIK 0001429466 · Chief Merchandising Officer FD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,557 F1 · shares: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:55 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantStock Option (right to buy) · Derivative | 7,433 | $0.00 Strike: $135.91 | $0.00 |
DisclosureSEC source: 0001127602-24-012341 · form4.xml · derivative · entry 2 Gatta Lawrence J. Jr. · CIK 0001429466 · Chief Merchandising Officer FD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,433 Underlying: Common Stock · 7,433 shares Expires not disclosed F2 · derivative.exercise_date: The stock options were granted pursuant to the Company's 2021 Omnibus Incentive Plan and will vest in approximately equal installments on each of the first three anniversaries of the date of grant, subject generally to continued employment with the Company through each vesting date. F3 · derivative.expiration_date: Expires upon termination, with certain grace periods, or ten years after award, whichever is less Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:55 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock | 4,856 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-012341 · form4.xml · nonDerivative · entry 1 Gatta Lawrence J. Jr. · CIK 0001429466 · Chief Merchandising Officer FD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,369 F1 · shares: 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. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 21:28 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 462 | $133.15 | $61,515.30 |
DisclosureSEC source: 0001127602-24-011941 · form4.xml · nonDerivative · entry 1 Gatta Lawrence J. Jr. · CIK 0001429466 · Chief Merchandising Officer FD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,513 F1 · shares: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| July 01, 2023 Filed Jan 26, 2024 21:13 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | Tax withholdingCommon Stock | 712 | $143.50 | $102,172.00 |
DisclosureSEC source: 0001127602-24-002280 · form4.xml · nonDerivative · entry 1 Gatta Lawrence J. Jr. · CIK 0001429466 · Chief Merchandising Officer FD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,975 F1 · shares: Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 21:08 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantStock Option (right to buy) · Derivative | 7,416 | $0.00 Strike: $143.55 | $0.00 |
DisclosureSEC source: 0001127602-23-012329 · form4.xml · derivative · entry 2 Gatta Lawrence J. Jr. · CIK 0001429466 · Chief Merchandising Officer FD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,416 Underlying: Common Stock · 7,416 shares Expires not disclosed F2 · derivative.exercise_date: The stock options were granted pursuant to the Company's 2021 Omnibus Incentive Plan and will vest in approximately equal installments on each of the first three anniversaries of the date of grant, subject generally to continued employment with the Company through each vesting date. F3 · derivative.expiration_date: Expires upon termination, with certain grace periods, or ten years after award, whichever is less. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 21:08 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock | 4,597 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-012329 · form4.xml · nonDerivative · entry 1 Gatta Lawrence J. Jr. · CIK 0001429466 · Chief Merchandising Officer FD 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,687 F1 · shares: 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. Read SEC document |
| March 07, 2023 Filed Mar 8, 2023 22:24 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock | 7,090 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-009470 · form4.xml · nonDerivative · entry 1 Gatta Lawrence J. Jr. · CIK 0001429466 · Chief Merchandising Officer FD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,090 F1 · date: The Compensation Committee determined on 03/07/2023 the Company's achievement of its 2022 performance for the performance stock units granted on 07/01/2022, and the shares will vest in approximately three equal installments, beginning on the first anniversary of the award date, subject to continued employment. F2 · price: Convert without cost to shares of common stock on a one-for-one basis. 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.