Dillard's VP trust adds 151 Class A, 14,557 B
DILLARD'S, INC. vice president Lucie Denise Alexandra reported equity received in connection with the merger of W.D.
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Form Type
4
Rhea-AI Filing Summary
DILLARD'S, INC. vice president Lucie Denise Alexandra reported equity received in connection with the merger of W.D. Company into Dillard’s. A trust for her benefit acquired 151 shares of Class A Common Stock and 14,557 shares of Class B Common Stock as part of the merger consideration.
The filing also reflects her existing Class A holdings both directly, through a retirement plan, and through trusts. Each share of Class B Common Stock is convertible into one share of Class A Common Stock and has no expiration date, so the new Class B position can be turned into Class A on a one-for-one basis at the holder’s option.
Insider Trade Summary
Grant/Award: 14,708 shares
Grant/Award
5 txns
Insider
Lucie Denise Alexandra
Role
VICE PRESIDENT
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Class B | 14,557 | $0.00 | $0.00 |
| Grant/Award | Common Class A | 151 | $0.00 | $0.00 |
| holding | Common Class A | -- | -- | -- |
| holding | Common Class A - Retirement Plan | -- | -- | -- |
| holding | Common Class A | -- | -- | -- |
Holdings After Transaction:
Common Class B — 14,557 contracts (Indirect, See Footnote);
Common Class A — 52,195 shares (Indirect, See Footnote);
Common Class A — 37,108 shares (Direct);
Common Class A - Retirement Plan — 5,122 shares (Direct)
Footnotes (7)
- F1. On June 4, 2026, pursuant to the Agreement and Plan of Merger, dated as of March 20, 2026 (as amended, the "Merger Agreement"), by and among Dillard's, Inc. (the "Issuer"), W.D. Company, Inc., an Arkansas corporation ("WDC"), and Alex Dillard, solely in his capacity as the shareholder representative, WDC was merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger. The amount reported represents shares of Issuer Class A Common Stock acquired by a trust for the benefit of the reporting person upon consummation of the Merger, in such trust's capacity as a shareholder of WDC.
- F2. Each share of WDC common stock issued and outstanding immediately prior to the effective time of the Merger was automatically cancelled, and in exchange therefor, each WDC shareholder received such WDC shareholder's pro rata share of (a) up 41,496 shares of Issuer Class A Common Stock and up to 3,985,776 shares of Issuer Class B Common Stock and (b) the amount in cash equal to the sum of (i) WDC's cash and cash equivalents as of the closing date of the Merger, plus (ii) the value of other publicly traded securities owned by WDC (determined as described in the Merger Agreement).
- F3. The amount reported represents shares of Issuer Class A Common Stock held by a trust for the benefit of the reporting person, for which the reporting person serves as trustee.
- F4. The amount reported represents shares of Issuer Class A Common Stock held by trusts for the benefit of the reporting person's children.
- F5. Shares of Issuer Class B Common Stock are convertible at the option of any holder thereof into shares of Issuer Class A Common Stock on a one-for-one basis. Issuer Class B Common Stock has no expiration date.
- F6. The amount reported represents shares of Issuer Class B Common Stock acquired by a trust for the benefit of the reporting person upon consummation of the Merger, in such trust's capacity as a shareholder of WDC.
- F7. The amount reported represents shares of Issuer Class B Common Stock held by a trust for the benefit of the reporting person, for which the reporting person serves as trustee.
Key Figures
Class A shares acquired via trust: 151 shares
Class B shares acquired via trust: 14,557 shares
Direct Class A holdings: 37,108 shares
+3 more
6 metrics
Class A shares acquired via trust
151 shares
Acquired upon consummation of W.D. Company merger
Class B shares acquired via trust
14,557 shares
Acquired upon consummation of W.D. Company merger
Direct Class A holdings
37,108 shares
Class A Common Stock held directly as of report date
Retirement plan Class A holdings
5,122 shares
Class A Common Stock in retirement plan as of report date
Indirect Class A trust holdings
13,621 shares
Class A Common Stock held by a trust for her benefit
Class B to Class A conversion ratio
1:1
Each Class B share convertible into one Class A share, no expiration
Key Terms
Agreement and Plan of Merger, Class A Common Stock, Class B Common Stock, pro rata share, +1 more
5 terms
Agreement and Plan of Merger financial
"On June 4, 2026, pursuant to the Agreement and Plan of Merger, dated as of March 20, 2026..."
An Agreement and Plan of Merger is a formal document where two companies agree to combine into one, outlining how the process will happen. It’s like a step-by-step plan for merging, and it matters because it shows both sides have agreed on the details before the official transition takes place.
Class A Common Stock financial
"shares of Issuer Class A Common Stock acquired by a trust for the benefit of the reporting person..."
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
Class B Common Stock financial
"up to 3,985,776 shares of Issuer Class B Common Stock..."
A class B common stock is one of multiple types of a company’s ordinary shares that carries specific rights—often different voting power or dividend priority—compared with other classes. For investors it matters because those differences affect how much influence you have over company decisions, the income you might receive, and how freely the shares trade; think of it like owning a car with different keys: some keys let you start the engine and open the trunk, others only unlock the door.
trust for the benefit of the reporting person financial
"The amount reported represents shares ... held by a trust for the benefit of the reporting person..."
AI-generated analysis. How Rhea-AI works. Not financial advice.
