DILLARD'S, INC. senior vice president and director William T. Dillard III reported a compensation-related acquisition of 21 shares of Class A common stock, coded as a grant or award, at $545.93 per share. After this transaction, his direct Class A holdings total 29,720 shares, including retirement plan shares.
He also has indirect exposure to additional shares. Trusts for the benefit of him and his family and his spouse hold Class A and Class B shares, and the Class B common stock is convertible into Class A on a one-for-one basis with no expiration date.
DILLARD WILLIAM T II reported acquisition or exercise transactions in this Form 4 filing.
DILLARD'S, INC. director and CEO William T. Dillard II reported a small compensation-related stock grant. He received 23 shares of Class A common stock at $545.93 per share, bringing his directly held Class A position to 907,901 shares after the transaction.
He also directly holds 960,246 shares of Class B common stock, which are convertible into Class A common stock on a one-for-one basis with no expiration, and indirectly holds 7,300 Class A shares in a trust for which he serves as trustee. A prior adjustment moved 59 Class A shares from his retirement plan to a brokerage account, leaving 0 shares in the retirement plan.
DILLARD'S, INC. director J C Watts Jr reported an open-market sale of 400 shares of Common Class A stock. The shares were sold at a price of $609.18 per share. After this transaction, his directly held position reported in the filing is 10,150 shares of Common Class A.
Dillard’s, Inc. started fiscal 2026 with modest sales growth and sharply higher earnings, boosted by a one-time legal settlement. For the quarter ended May 2, 2026, net sales rose to $1.57 billion from $1.53 billion, with retail comparable store sales up 3%. Total gross margin improved to 44.5% of net sales, and retail gross margin increased to 45.8%, reflecting slightly better merchandise profitability.
Net income increased to $250.6 million, or $16.04 per share, compared with $163.8 million, or $10.39 per share, a year earlier. Results include a $104.1 million pre-tax gain (about $79.6 million, or $5.10 per share, after tax) from a credit card interchange fee litigation settlement, which is not expected to recur. Operating cash flow strengthened to $364.0 million, supporting cash and cash equivalents of $1.16 billion plus $259.7 million in short-term investments.
The company ended the quarter with $521.7 million of total debt and an undrawn $800 million revolving credit facility, leaving $774.7 million of availability. No shares were repurchased, and $165.2 million remains authorized under the May 2023 program. Dillard’s also completed a merger with family holding company W.D. Company, Inc., cancelling the shares it held; the company states this caused no dilution to current shareholders.
DILLARD'S, INC. vice president Annemarie Jazic reported new equity awards tied to the merger of W.D. Company, Inc. 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 when the merger closed, reflecting its prior WDC ownership.
After these awards, indirect holdings include 38,574 shares of Class A common stock and 14,557 shares of Class B common stock across trusts and related accounts, alongside additional direct and retirement-plan Class A positions. Each Class B share is convertible into one Class A share and has no expiration date.
DILLARD'S, INC. executive vice president Mike Dillard reported equity changes tied to the merger of W.D. Company, Inc. into Dillard's. As a WDC shareholder, he acquired 9,515 shares of Dillard's Class A Common Stock and 913,975 shares of Class B Common Stock upon consummation of the merger.
W.D. Company, Inc. disposed of 41,496 Class A shares and 3,985,776 Class B shares of Dillard's as part of the same transaction. Following these events, Dillard holds 546,823 Class A shares directly, 7,300 Class A shares via a trust, 60 Class A shares in a retirement plan, and 913,975 Class B shares that are convertible into Class A on a one-for-one basis.
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.
DILLARD'S, INC. executive vice president Drue Matheny reported acquiring additional equity in connection with the merger of W.D. Company, Inc. into Dillard’s. She received 2,850 shares of Class A Common Stock and 273,724 shares of Class B Common Stock as merger consideration.
After these awards, she holds 404,129 Class A shares directly, 35,539 Class A shares in a retirement plan, and 273,724 Class B shares that are convertible into Class A on a one-for-one basis. The filing also reports 2,521 Class A shares held in a trust where she serves as trustee and 7,300 Class A shares held by her spouse.
DILLARD'S, INC. senior vice president and director Denise Dillard reported acquiring additional ownership in the company through the merger of W.D. Company, Inc. into Dillard’s. She received 2,850 shares of Class A common stock and 273,724 shares of Class B common stock as a WDC shareholder when the merger closed.
After these awards, she directly holds 166,561 Class A shares, plus 273,724 Class B shares that are convertible into Class A on a one-for-one basis with no expiration date. She also has 7,300 Class A shares held in a trust where she serves as trustee and 60 Class A shares in a retirement plan.