Welcome to our dedicated page for Dollar Tree SEC filings (Ticker: DLTR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Dollar Tree’s fixed-price promise may look simple on store shelves, but the company’s SEC disclosures reveal the complex economics behind running more than 16,000 Dollar Tree and Family Dollar locations. Whether you are comparing banner margins or tracking freight costs, our page brings every document together—from the Dollar Tree annual report 10-K simplified to each Dollar Tree quarterly earnings report 10-Q filing. If you have ever Googled “Dollar Tree SEC filings explained simply,” you are in the right place.
Stock Titan’s AI-powered summaries turn 200-page documents into plain-English briefs, so understanding Dollar Tree SEC documents with AI takes minutes, not hours. Need real-time alerts the moment a director buys shares? We stream Dollar Tree Form 4 insider transactions real-time, letting you spot sentiment shifts before the market reacts. Curious about leadership pay? The Dollar Tree proxy statement executive compensation section is highlighted for quick comparison. Material events such as pricing strategy changes appear instantly under our Dollar Tree 8-K material events explained tab, while Dollar Tree earnings report filing analysis calls out same-store-sales trends.
- Monitor Dollar Tree insider trading Form 4 transactions and executive stock transactions Form 4
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From cost-of-goods pressures to store expansion commitments, we surface what matters in each filing. Real-time updates from EDGAR plus expert context mean you never miss a disclosure that could impact valuation. Explore every document once—then let our platform track the next one for you.
EdgePoint Investment Group Inc. filed a Schedule 13G disclosing beneficial ownership of 10,825,801 shares of Dollar Tree, Inc. common stock, representing 5.19% of the class as of June 30, 2025. EdgePoint reports sole voting and dispositive power over 7,141,340 shares and shared voting and dispositive power over 3,684,461 shares. The filing states EdgePoint acts as investment manager for private funds and mutual fund trusts and that the securities were acquired and are held in the ordinary course of business, not to influence control of the issuer.
Dollar Tree Inc. (DLTR) – Form 4 filing: Director Stephanie Stahl reported the conversion of 1,185 phantom stock units into an equal number of DLTR common shares on 08/01/2025 (Transaction Code C). The phantom shares were originally earned as deferred director fees for 2019-2022 under the 2013 Director Deferred Compensation Plan. After the conversion, Stahl directly owns 5,274 DLTR shares. Each phantom unit entitled the holder to one common share plus cash for fractional shares; settlement occurs upon board separation or the elected distribution date. No derivative securities remain following this transaction. The filing shows an increase in equity ownership by a non-executive director and does not involve an open-market purchase or sale.
Dollar Tree, Inc. (DLTR) has closed the divestiture of its Family Dollar Stores, LLC subsidiary to 1959 Holdings, LLC on 5 July 2025. The transaction, first announced on 25 March 2025, transfers 100% of Family Dollar’s membership interests in exchange for a base cash consideration of $1.0075 billion, subject to customary working-capital and indebtedness adjustments. At closing, $665 million was received; management expects an additional ≈$135 million from net working-capital monetisation, bringing estimated net proceeds to ≈$800 million within 90 days.
Pro forma balance-sheet impact (as if the sale occurred 3 May 2025):
- Total assets decline $4.044 billion to $14.248 billion, driven primarily by elimination of Family Dollar’s $4.603 billion current assets, partially offset by recognised cash proceeds of $681.8 million and reclassification of $103 million intra-group cash.
- Total liabilities fall $4.027 billion to $10.360 billion, mainly from removal of $3.904 billion current liabilities tied to the discontinued operations and a $123 million reduction in taxes payable.
- Total shareholders’ equity contracts modestly by $17 million to $3.888 billion, reflecting the estimated loss on sale.
Pro forma operating impact (continuing operations):
- 13 weeks ended 3 May 2025: Income rises from $313.5 million to $337.1 million (+$23.6 million). EPS increases $0.11 to $1.58 as SG&A falls by $11.6 million (employee costs transferred) and DLTR recognises $19.7 million of service income under a Transition Services Agreement (TSA).
- Fiscal year ended 1 Feb 2025: Income increases $108.7 million to $1.151 billion; basic EPS improves $0.51 to $5.34 (diluted +$0.50). SG&A is $46.4 million lower and TSA income totals $96.5 million.
Strategic and cash-flow considerations: The divestiture simplifies DLTR’s portfolio, injects significant liquidity, reduces leverage, and immediately accretes EPS, albeit at the cost of a small book loss and a smaller asset base. Ongoing TSA fees provide a temporary revenue stream while the buyer transitions operations.
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