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, Inc. filings document the financial reporting, governance, and capital-structure disclosures of a public value retailer focused on the Dollar Tree and Dollar Tree Canada store brands. Recent 8-K filings furnish earnings releases, Regulation FD notices for conference calls, and material-event reports tied to debt financing and direct financial obligations.
The filing record also includes proxy materials for annual shareholder matters, board governance, and shareholder voting procedures. Other disclosures cover the completed sale of the Family Dollar business, leadership succession in merchandising, share repurchase activity, and credit arrangements such as a term loan facility and commercial paper program.
DOLLAR TREE, INC. Chief People Officer Steven Schumacher reported a routine tax-related share disposition. He surrendered 282 shares of common stock at $124.05 per share to cover tax liabilities triggered by the vesting of restricted stock units. After this non-market transaction, he directly holds 22,178 common shares.
GRISE CHERYL W reported acquisition or exercise transactions in this Form 4 filing.
Dollar Tree, Inc. director Cheryl W. Grise received an equity grant of 1,238 shares of Common Stock on July 1, 2026, valued at $121.15 per share. This annual director equity award was granted under the company’s shareholder-approved 2021 Omnibus Incentive Plan and increases her direct holdings to 2,238 shares.
JOHNSON TIMOTHY A reported acquisition or exercise transactions in this Form 4 filing.
Dollar Tree, Inc. director Timothy A. Johnson reported receiving an annual equity grant of 1,238 shares of common stock. The award was granted at a reference price of $121.15 per share under the company’s shareholder-approved 2021 Omnibus Incentive Plan. Following this grant, Johnson directly holds a total of 3,391 common shares.
SCOTT BERTRAM L reported acquisition or exercise transactions in this Form 4 filing.
DOLLAR TREE, INC. director L. Scott Bertram reported an award of 1,238.130 shares of phantom stock on July 1, 2026. Each phantom share represents the right to receive one share of Dollar Tree common stock, with cash for any fractional shares, under the 2021 Omnibus Incentive Plan. Following this grant, Bertram holds 1,238.130 phantom stock units tied to common shares, payable after board service ends or on a chosen distribution date.
DOLLAR TREE, INC. director Stephanie Stahl reported compensation-related grants of phantom stock, not open-market trades. She acquired 1,238.13 phantom stock units and a separate 371.44-unit grant, each referenced at a price of $121.15 per unit.
Each phantom stock unit represents the right to receive one share of Dollar Tree common stock, with cash paid for any fractional share. These amounts reflect deferrals of director fees and an annual equity award under the Non-Employee Director Deferred Compensation Program and the shareholder-approved 2021 Omnibus Incentive Plan, payable in common stock after she leaves the Board or at a specified deferral date.
Dollar Tree, Inc. director Edward J. Kelly III reported two compensation-related awards of phantom stock. On July 1, 2026, he acquired 309.5300 and 2,063.5600 phantom stock units, each tied to one share of Dollar Tree common stock.
According to the filing, these awards reflect deferrals under the Non-Employee Director Deferred Compensation Program, including the annual director equity award from the shareholder-approved 2021 Omnibus Incentive Plan and deferral of director fees. The phantom stock will be paid in common stock, with cash for fractional shares, after the earlier of Kelly’s separation from the Board or a distribution date he elected.
Douglas William W III reported acquisition or exercise transactions in this Form 4 filing.
Dollar Tree, Inc. director Douglas William W III received a grant of 1,238.130 shares of phantom stock, each tied to one share of common stock. The award reflects a deferral of his annual director equity grant under the 2021 Omnibus Incentive Plan and is settled in stock, with cash for fractional shares.
The phantom stock will be paid in common shares after he leaves the board or on a future distribution date chosen under the Non-Employee Director Deferred Compensation Program.
Dollar Tree director Diane Randolph reported compensation-related share activity. She received an award of 1,238 shares of Dollar Tree common stock on July 1, 2026 at a reference price of $121.15 per share as her annual director equity grant. She also converted 1,398 shares of previously deferred phantom stock into an equal number of common shares, with no cash purchase involved. Following these transactions, she directly holds 5,352 common shares, and her phantom stock balance related to this award is now zero.
HEINRICH DANIEL J reported acquisition or exercise transactions in this Form 4 filing.
DOLLAR TREE, INC. director Daniel J. Heinrich reported receiving an annual director equity award of 1,238 shares of common stock at $121.15 per share under the company’s 2021 Omnibus Incentive Plan. The shares are held indirectly by a trust, bringing his indirect holdings to 12,538 shares of common stock.
Dollar Tree, Inc. announced that its Board of Directors has approved a replenished share repurchase authorization totaling $2.5 billion. This new authorization restores the limit previously set in July 2025 and includes any remaining capacity from the prior program.
The company recently repurchased $500 million of common stock in June 2026 through a block trade involving selling stockholders, including certain funds affiliated with Mantle Ridge LP. After that transaction, approximately $700 million remained under the prior $2.5 billion authorization, which is now reset to $2.5 billion in total.
The authorization allows Dollar Tree to buy back shares from time to time in the open market, via privately negotiated transactions, block trades, or Rule 10b5-1 trading plans, subject to market and other conditions. The authorization has no expiration date. Management characterizes this move as part of disciplined capital allocation and a commitment to returning excess capital to shareholders while supporting long-term growth initiatives.