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.
Dollar General executive Tracey N. Herrmann, EVP of Store Operations, reported an equity award tied to performance. On March 10, 2026, she acquired 17,014 shares of common stock as a grant or award. These stem from performance share units earned from a March 25, 2025 grant based on fiscal 2025 adjusted EBITDA results, each unit representing one common share. According to the vesting schedule, 5,672 units vest on April 1, 2026, and 5,671 units vest on each of April 1, 2027 and April 1, 2028, subject to time-vesting, forfeiture, and accelerated vesting provisions. Following the award, Herrmann directly holds 43,112 common shares, and there is an additional 1 share reported as indirectly owned by a child.
TAYLOR EMILY C reported acquisition or exercise transactions in this Form 4 filing.
Dollar General Corp Chief Operating Officer Emily C. Taylor received 34,028 shares of common stock as a performance-based equity award. The award reflects performance share units granted on March 25, 2025 and earned based on the company’s fiscal 2025 adjusted EBITDA results, as certified on March 10, 2026.
Each unit represents one share of common stock. Of the earned units, 11,344 will vest and be paid in unrestricted shares on April 1, 2026, with 11,342 vesting on each of April 1, 2027 and April 1, 2028, subject to time-vesting, forfeiture, and accelerated vesting provisions. Following this award, Taylor directly holds 82,643 shares.
Dollar General delivered strong results for fiscal 2025, with net sales rising 5.2% to $42.7 billion and same-store sales up 3.0%. Diluted EPS grew 34.1% to $6.85, helped by lower shrink, higher inventory markups, and reduced impairment charges.
In the fourth quarter, net sales increased 5.9% to $10.9 billion and diluted EPS more than doubled to $1.93, reflecting margin expansion and lapping prior-year optimization charges. Operating cash flow grew 21.3% to $3.6 billion, while capital spending was $1.2 billion and long-term debt declined.
The Board declared a quarterly dividend of $0.59 per share. For fiscal 2026, the company guides to net sales growth of 3.7%–4.2%, same-store sales growth of 2.2%–2.7%, and diluted EPS of $7.10–$7.35, assuming a 25% tax rate and no share repurchases.
State Street Corporation has filed a Schedule 13G reporting a 5% beneficial ownership stake in Dollar General Corporation common stock. As of the event date of 12/31/2025, State Street reports beneficial ownership of 11,017,790 Dollar General shares, representing 5% of the outstanding common stock.
State Street reports no sole voting or dispositive power over these shares. It has shared voting power over 6,985,809 shares and shared dispositive power over 11,017,002 shares, reflecting its role as an institutional asset manager holding Dollar General stock on behalf of underlying clients.
Dollar General director David P. Rowland reported an award of 1,439 shares of common stock on February 4, 2026, coded as an acquisition at a price of $0 per share. These are restricted stock units that represent the right to receive common shares when they vest.
The restricted stock units are scheduled to vest on February 4, 2027, subject to forfeiture and certain accelerated and pro‑rata vesting provisions. After this grant, Rowland beneficially owns 6,171.6261 shares of Dollar General common stock in direct form, including 69.334022 additional restricted stock units accrued as dividend equivalents on prior dates.
Dollar General Corporation announced a planned change in its board leadership. Director Warren F. Bryant will retire from the Board at the expiration of his current term at the company’s 2026 annual meeting of shareholders, and his decision is stated as not resulting from any disagreement with the company.
The Board has appointed current independent director David P. Rowland to serve as Chairman of the Board, effective February 4, 2026. He will succeed Michael M. Calbert, who will continue serving as an independent director. The company issued a press release on February 3, 2026 describing these governance changes.
Pzena Investment Management, LLC filed an amended Schedule 13G reporting a passive ownership stake in Dollar General Corp common stock. As of 12/31/2025, Pzena reported beneficial ownership of 10,784,083 shares, representing 4.9% of Dollar General’s outstanding common stock.
Pzena has sole voting power over 9,309,398 shares and sole dispositive power over the full 10,784,083 shares, with no shared voting or dispositive power. The filing states that Pzena is an investment adviser and that its clients have the right to receive dividends and sale proceeds from these securities, with no single client holding more than five percent of the class.
Pzena certifies that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Dollar General, indicating a passive investment stance.
Dollar General Corporation executive Bryan D. Wheeler, EVP & Chief Merchandising Officer, reported option exercises and a share sale. On December 19, 2025, he exercised employee stock options to acquire 3,193 shares of common stock at $90.37 per share and 6,583 shares at $92.98 per share. On the same date, he sold 9,776 shares of Dollar General common stock at a weighted average price of $135.3202 per share, with individual trade prices ranging from $135.10 to $135.8409. Following these transactions, Wheeler directly owned 22,295 shares of Dollar General common stock, and the reported stock options tied to these trades showed zero remaining derivative securities beneficially owned.
A shareholder of DG filed a Rule 144 notice to sell 9,776 common shares through Morgan Stanley Smith Barney LLC on the NYSE, with an aggregate market value of $1,322,890.28. These shares are part of a larger base of 220,118,871 common shares outstanding.
The shares to be sold were acquired on 12/19/2025 by exercising stock options under a registered plan, with the purchase price paid in cash on the same date. The filer represents that they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.
Dollar General submitted a notice of proposed insider sales under Rule 144. The filer plans to sell up to 17,850 shares of common stock through Morgan Stanley Smith Barney LLC on or about 12/18/2025 on the NYSE, with an indicated aggregate market value of $2,445,271.50. The filing reports that 220,118,871 shares of common stock were outstanding.
The shares to be sold come from restricted stock that vested under registered plans on 04/01/2023, 04/01/2024, and 04/01/2025, and from options exercised for cash on 12/18/2025. As part of the submission, the seller represents that they are not aware of any undisclosed material adverse information about Dollar General’s current or prospective operations.