Dollar General (NYSE: DG) EVP surrenders 8,928 shares for tax withholding
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Dollar General Corp executive vice president and general counsel Rhonda Taylor reported a routine share disposition related to taxes rather than an open-market trade. On the transaction date, 8,928 shares of common stock were surrendered to the company to cover tax obligations from equity awards vesting.
The surrendered shares reflect 4,464 restricted stock units granted March 25, 2025 and 4,464 performance share units earned based on the company’s fiscal 2025 adjusted EBITDA performance. After this tax-withholding disposition, Taylor directly holds 105,302 shares of Dollar General common stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
TAYLOR RHONDA
Role
EVP & General Counsel
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 8,928 | $117.17 | $1.05M |
Holdings After Transaction:
Common Stock — 105,302 shares (Direct)
Footnotes (1)
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Key Figures
Shares surrendered for taxes: 8,928 shares
Implied tax withholding price: $117.17 per share
Shares held after transaction: 105,302 shares
+3 more
6 metrics
Shares surrendered for taxes
8,928 shares
Tax-withholding disposition of common stock
Implied tax withholding price
$117.17 per share
Value used for 8,928-share tax payment
Shares held after transaction
105,302 shares
Direct common stock ownership following disposition
Vesting restricted stock units
4,464 shares
RSUs granted March 25, 2025 that vested
Vesting performance share units
4,464 shares
PSUs earned on fiscal 2025 adjusted EBITDA
Transaction date
April 1, 2026
Date of tax-withholding disposition
Key Terms
restricted stock units, performance share units, adjusted EBITDA, tax-withholding disposition
4 terms
restricted stock units financial
"vesting and payment of a portion of restricted stock units granted March 25, 2025"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
adjusted EBITDA financial
"PSUs earned as a result of the Issuer's fiscal year 2025 adjusted EBITDA performance"
Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.
tax-withholding disposition financial
"transaction_action":"tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
FAQ
What insider transaction did Dollar General (DG) report for Rhonda Taylor?
Dollar General reported that EVP and general counsel Rhonda Taylor surrendered 8,928 shares of common stock to the company for tax withholding. The shares covered taxes on vesting restricted stock units and performance share units tied to fiscal 2025 adjusted EBITDA performance.
Was Rhonda Taylor’s Dollar General Form 4 a market sale of DG stock?
No, the Form 4 shows a tax-withholding disposition, not an open-market sale. Taylor delivered 8,928 shares back to Dollar General to pay taxes triggered by vesting restricted stock units and performance share units granted in March 2025.