What equity awards triggered the tax-withholding share surrender at Dollar General (DG)?

The tax-withholding involved restricted stock units granted March 25, 2025 and March 28, 2023 and performance share units granted March 25, 2025. PSUs vested based on Dollar General’s fiscal 2025 adjusted EBITDA performance, leading to delivery of shares and related tax obligations.

Dollar General (DG) EVP surrenders 8,017 shares to cover tax obligations

Filing Impact

(Very High)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Dollar General executive vice president of global supply chain Roderick J. West reported a routine tax-related share disposition. On vesting of previously granted restricted stock units and performance share units, 8,017 shares of common stock were surrendered to the company at $117.17 per share to cover taxes, leaving him with 67,838 directly owned shares.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider West Roderick J

Role EVP, Global Supply Chain

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock	8,017	$117.17	$939K

Holdings After Transaction: Common Stock — 67,838 shares (Direct)

Footnotes (1)

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Key Figures

Shares surrendered for taxes: 8,017 shares Implied share value: $117.17 per share Shares owned after transaction: 67,838 shares +4 more

7 metrics

Shares surrendered for taxes 8,017 shares Tax-withholding disposition on 2026-04-01

Implied share value $117.17 per share Value used for tax-withholding disposition

Shares owned after transaction 67,838 shares Direct common stock holdings after tax withholding

Tax-withholding share count 8,017 shares Form 4 taxWithholdingShares summary

RSUs vested (2025 grant) 4,018 shares Restricted stock units granted March 25, 2025

RSUs vested (2023 grant) 73 shares Restricted stock units granted March 28, 2023

PSUs vested (2025 grant) 3,926 shares Performance share units tied to fiscal 2025 adjusted EBITDA

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.

Form 4 Insider Transactions: What Each Field Means →

04/03/2026 - 10:32 AM

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

West Roderick J

(Last)

(First)

(Middle)

100 MISSION RIDGE

(Street)

GOODLETTSVILLE

TENNESSEE

37072

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
DOLLAR GENERAL CORP [ DG ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	EVP, Global Supply Chain

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/01/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	04/01/2026		F		8,017⁽¹⁾	D	$117.17	67,838	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. 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 25, 2025 (4,018 shares) and March 28, 2023 (73 shares), as well as vesting and payment of a portion of performance share units ("PSUs") granted March 25, 2025 (3,926 shares from the vesting of PSUs earned as a result of the Issuer's fiscal year 2025 adjusted EBITDA performance).

	/s/ Roderick West	04/02/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did Dollar General (DG) executive Roderick J. West report?

Roderick J. West reported surrendering 8,017 Dollar General shares to the company for taxes. The disposition covered tax obligations from vesting restricted stock units and performance share units, rather than representing an open-market sale of stock by the executive.

Was the Dollar General (DG) Form 4 transaction an open-market sale of shares?

No, the Form 4 shows a tax-withholding disposition, not an open-market sale. Shares were surrendered back to Dollar General to pay taxes triggered by vesting of restricted stock units and performance share units previously granted to executive Roderick J. West.

How many Dollar General (DG) shares did Roderick J. West surrender for taxes?

He surrendered 8,017 common shares to Dollar General to satisfy tax liabilities. The shares were valued at $117.17 each and relate to vesting of restricted stock units and performance share units granted in March 2023 and March 2025.

How many Dollar General (DG) shares does Roderick J. West hold after this Form 4 transaction?

After the tax-withholding disposition, Roderick J. West directly holds 67,838 Dollar General common shares. This figure reflects his remaining direct ownership position following surrender of 8,017 shares to cover tax obligations tied to equity award vesting.

What does the F code mean in the Dollar General (DG) Form 4 transaction for Roderick J. West?

Code F indicates shares were disposed of to pay taxes or exercise price. In this case, 8,017 Dollar General shares were surrendered back to the company to satisfy tax liabilities from vesting restricted and performance share units, rather than sold in the market.