Dollar General Corporation filings document formal disclosures for a publicly traded discount retailer, including operating results, financial condition, dividends, outlook statements, and material-event reports furnished on Form 8-K. These filings cover retail performance measures such as net sales, same-store sales, operating profit, cash flow, store openings, remodels, relocations, distribution projects, and technology investments.
Proxy and governance filings describe annual meeting matters, board oversight, director elections, executive compensation, leadership and board changes, shareholder voting items, and related corporate governance practices. Dollar General filings also include capital-structure disclosures, material agreements, Regulation FD updates, and risk-related context tied to its store network, merchandising model, and public-company reporting obligations.
TAYLOR EMILY C reported acquisition or exercise transactions in this Form 4 filing.
Dollar General Chief Operating Officer Emily C. Taylor received a grant of 12,581 restricted stock units, each representing the right to receive a share of common stock upon vesting.
The restricted stock units vest in three equal annual installments of 33 1/3% beginning on April 1, 2027, and are subject to forfeiture and potential accelerated vesting provisions. Following this award, Taylor directly holds 95,224 shares of Dollar General common stock.
Dollar General Corp ownership disclosure: The Vanguard Group filed an amendment stating it beneficially owns 0 shares of Dollar General common stock, representing 0% of the class, after an internal realignment that disaggregated certain subsidiaries' holdings.
The filing notes the change follows SEC Release No. 34-39538 (January 12, 1998) and states Vanguard entities that formerly were reported together will now report separately.
Dollar General Corporation is planning a leadership transition in which Jerry W. “JJ” Fleeman Jr. will succeed Todd J. Vasos as Chief Executive Officer effective January 1, 2027. Fleeman is expected to join the Board at that time, while Vasos will remain CEO until the transition and then serve as Senior Advisor through April 2, 2027, and continue as a director.
Fleeman’s three-year employment agreement, effective at the Transition Date, provides a $1.25 million base salary, a 2026 target bonus of 150% of salary, a $500,000 signing bonus, relocation benefits, and equity awards including a $4 million inducement RSU grant and a prorated annual equity award with a nominal value of $7.5 million in RSUs and PSUs, all under the 2021 Stock Incentive Plan. If terminated without cause or he resigns for good reason, he would receive two years of salary continuation, cash severance tied to his Teamshare bonus target, health benefit contributions, outplacement services, and vesting of his inducement award, subject to a release and covenants.
Under a new Transition Agreement, Vasos’s employment will end on April 2, 2027. He will keep his current $1.65 million base salary, a 2026 Teamshare bonus opportunity at 200% of salary, existing benefits, travel reimbursement, and a 2026 equity award with a nominal value of about $12 million split between RSUs and PSUs with EBITDA and adjusted ROIC performance conditions. The agreement also revises vesting terms for his 2023 stock option, providing multiple paths to vesting tied to continued service, termination without cause, death or disability, or a qualifying termination in connection with a change in control.
Dollar General Corporation describes its business model, growth strategy and risks as the largest U.S. discount retailer by store count, with 20,959 stores in 48 states and Mexico as of February 27, 2026. The chain focuses on small-box, convenient locations offering national and private brands at everyday low prices, typically $10 or less.
Merchandise is heavily weighted to consumables, which represented 82.0% of 2025 net sales, with 10.1% from seasonal, 5.2% from home products and 2.7% from apparel. The company pursues growth through new stores, relocations and remodels (including Project Elevate), and international expansion via Mi Súper Dollar General in Mexico, while pausing new pOpshelf expansion after recording related impairments.
Dollar General highlights intense competition from mass merchants, dollar store peers and online retailers, along with risks from inflation, minimum wage increases, supply chain pressures, cybersecurity threats, climate and weather events, regulation and litigation. It reports approximately 194,000 employees as of February 27, 2026 and emphasizes internal promotion, extensive training and a low-cost operating structure as core advantages.
Dollar General’s SVP & Chief Accounting Officer, Anita C. Elliott, reported an equity compensation grant on Common Stock. She acquired 3,404 shares at a reported price of $0.00 per share as a grant or award, bringing her direct holdings to 32,748 shares.
Footnote details explain these shares relate to performance share units from a March 25, 2025 grant, earned based on fiscal 2025 adjusted EBITDA. Of these, 1,136 units are scheduled to vest and settle in unrestricted common stock on April 1, 2026, with 1,134 units vesting on each of April 1, 2027 and April 1, 2028, subject to time-vesting, forfeiture and potential accelerated vesting provisions.
Wheeler Bryan D reported acquisition or exercise transactions in this Form 4 filing.
Dollar General executive vice president and chief merchandising officer Bryan D. Wheeler reported receiving 2,042 shares of common stock as a grant/award, at a price of $0 per share. The award reflects performance share units from a March 25, 2025 grant, certified on March 10, 2026 based on the company’s fiscal 2025 adjusted EBITDA results. Of these units, 682 are scheduled to vest and settle in unrestricted shares on April 1, 2026, with 680 vesting on each of April 1, 2027 and April 1, 2028, subject to time-vesting and forfeiture provisions. Following this transaction, Wheeler directly holds 24,337 common shares.
Dollar General Corp EVP Global Supply Chain Roderick J. West reported a large equity compensation event and a routine option exercise. He received 30,626 shares of common stock as a grant, tied to performance share units earned from a March 25, 2025 award based on fiscal 2025 adjusted EBITDA.
According to the vesting schedule, 10,210 of these PSUs are scheduled to vest and be paid in unrestricted shares on April 1, 2026, with 10,208 more vesting on each of April 1, 2027 and April 1, 2028, subject to time-vesting, forfeiture and accelerated vesting provisions.
On March 11, 2026, he also exercised 2,691 employee stock options at an exercise price of $84.67 per share to acquire the same number of common shares. To cover tax obligations, 1,858 shares of common stock were withheld at $144.84 per share. After these transactions, he directly owns 67,467 shares of Dollar General common stock.
Dollar General EVP & Chief Information Officer Carman R. Wenkoff received an equity award of 34,028 shares of common stock on March 10, 2026. The award reflects performance share units from a March 25, 2025 grant earned based on the company’s fiscal 2025 adjusted EBITDA.
Each performance share unit converts into one share of common stock. Of this award, 11,344 units are scheduled to vest and be settled in unrestricted shares on April 1, 2026, with 11,342 units scheduled to time‑vest on April 1, 2027 and another 11,342 on April 1, 2028, subject to forfeiture and potential accelerated vesting provisions. Following this grant, Wenkoff directly holds 77,207 common shares.
Dollar General EVP & General Counsel Rhonda Taylor reported an equity award tied to company performance. She acquired 34,028 shares of common stock at no cost in a grant classified as a compensation award, bringing her direct holdings to 107,520 shares.
The award reflects performance share units earned from a March 25, 2025 grant based on fiscal 2025 adjusted EBITDA results, certified on March 10, 2026. Of these, 11,344 units are scheduled to vest and settle into unrestricted shares on April 1, 2026, with 11,342 units vesting on each of April 1, 2027 and April 1, 2028, subject to time-based vesting and potential forfeiture or accelerated vesting provisions.
REARDON KATHLEEN A reported acquisition or exercise transactions in this Form 4 filing.
Dollar General executive Kathleen A. Reardon received an equity award of 30,626 shares of common stock as compensation. The Form 4 shows this as a grant or award with no cash paid per share, increasing her direct holdings to 67,877 shares after the transaction.
The award comes from performance share units granted on March 25, 2025 and earned based on the company’s fiscal 2025 adjusted EBITDA performance. Each unit represents one share of common stock. A portion, 10,210 shares, is scheduled to vest and be paid on April 1, 2026, while two remaining tranches of 10,208 shares each are subject to additional time-based vesting on April 1, 2027 and April 1, 2028, along with forfeiture and accelerated vesting provisions.