STOCK TITAN

[Form 3] Dollar Tree Inc. Initial Statement of Beneficial Ownership

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
3
Rhea-AI Filing Summary

Dollar Tree Inc. reporting person Mitchell John S. Jr., identified as an officer serving as Chief Legal Officer, reports beneficial ownership of 10,578 shares of common stock, consisting of 8,141 unvested restricted stock units and other vested shares. He also holds stock options to purchase 1,075 and 1,078 shares at exercise prices of $143.55 and $135.91, respectively, with standard multi-year vesting and expiration terms.

Dollar Tree Inc. soggetto segnalante Mitchell John S. Jr., identificato come Chief Legal Officer (Direttore legale), dichiara la titolarità effettiva di 10.578 azioni ordinarie, di cui 8.141 corrispondono a restricted stock unit non ancora maturate e il resto a azioni già maturate. Detiene inoltre opzioni su azioni per l'acquisto di 1.075 e 1.078 azioni a prezzi di esercizio rispettivamente di $143.55 e $135.91, con i consueti termini multiannuali di maturazione e scadenza.

Dollar Tree Inc. persona informante Mitchell John S. Jr., identificado como Chief Legal Officer (Director Jurídico), informa una participación beneficiosa de 10.578 acciones ordinarias, que incluyen 8.141 unidades de acciones restringidas no devengadas y el resto de acciones ya devengadas. Además posee opciones sobre acciones para comprar 1.075 y 1.078 acciones a precios de ejercicio de $143.55 y $135.91, respectivamente, con los habituales términos de vesting y vencimiento plurianuales.

Dollar Tree Inc. 보고자 Mitchell John S. Jr.는 Chief Legal Officer(법무책임자)로 표시되며, 총 10,578주의 보통주에 대한 실질적 소유를 신고합니다. 이 중 8,141주는 아직 베스팅되지 않은 제한주 단위이고 나머지는 이미 베스트된 주식입니다. 또한 각각 행사가격 $143.55$135.911,075주 및 1,078주를 매수할 수 있는 스톡옵션을 보유하고 있으며, 표준 다년간 베스팅 및 만기 조건이 적용됩니다.

Dollar Tree Inc. personne déclarante Mitchell John S. Jr., identifié comme Chief Legal Officer (directeur juridique), déclare une détention bénéficiaire de 10 578 actions ordinaires, dont 8 141 unités d'actions restreintes non acquises et le reste d'actions déjà acquises. Il détient également des options d'achat portant sur 1 075 et 1 078 actions aux prix d'exercice respectifs de $143.55 et $135.91, avec les conditions habituelles d'acquisition et d'expiration pluriannuelles.

Dollar Tree Inc. meldende Person Mitchell John S. Jr., angegeben als Chief Legal Officer (Leiter Recht), meldet eine wirtschaftliche Eigentümerschaft von 10.578 Stammaktien, davon 8.141 unvestete Restricted Stock Units und der Rest bereits vestete Aktien. Er besitzt außerdem Aktienoptionen zum Kauf von 1.075 bzw. 1.078 Aktien zu Ausübungspreisen von $143.55 bzw. $135.91, jeweils mit den üblichen mehrjährigen Vesting- und Ablaufbedingungen.

Positive
  • Officer holds equity (10,578 shares) aligning interests with shareholders
  • Majority of holdings are RSUs (8,141 unvested), reflecting compensation through long-term incentives
  • Stock options disclosed (total 2,153 underlying shares) with clear exercise prices and vesting schedules
Negative
  • None.

Insights

TL;DR: Routine initial beneficial ownership disclosure showing executive equity and option holdings, indicating alignment with shareholders.

The Form 3 documents an officer's equity stake and option grants: total reported common stock beneficially owned is 10,578 shares including 8,141 unvested RSUs, plus two option awards totaling 2,153 underlying shares with exercise prices of $143.55 and $135.91. This is a standard Section 16 disclosure for a newly reporting insider and does not present immediate dilution or financing events. Vesting schedules are typical multi-year installments tied to continued service.

TL;DR: Standard initial filing that documents officer status and compensation-related equity, consistent with incentive plan grants.

The filing identifies Mitchell John S. Jr. as Chief Legal Officer and reports equity granted under the Company’s 2021 Omnibus Incentive Plan: 8,141 unvested RSUs and stock options with customary three-year vesting and ten-year maximum term. The disclosure fulfills Section 16 reporting requirements and provides transparency on insider alignment and potential future dilution as awards vest or are exercised.

Dollar Tree Inc. soggetto segnalante Mitchell John S. Jr., identificato come Chief Legal Officer (Direttore legale), dichiara la titolarità effettiva di 10.578 azioni ordinarie, di cui 8.141 corrispondono a restricted stock unit non ancora maturate e il resto a azioni già maturate. Detiene inoltre opzioni su azioni per l'acquisto di 1.075 e 1.078 azioni a prezzi di esercizio rispettivamente di $143.55 e $135.91, con i consueti termini multiannuali di maturazione e scadenza.

Dollar Tree Inc. persona informante Mitchell John S. Jr., identificado como Chief Legal Officer (Director Jurídico), informa una participación beneficiosa de 10.578 acciones ordinarias, que incluyen 8.141 unidades de acciones restringidas no devengadas y el resto de acciones ya devengadas. Además posee opciones sobre acciones para comprar 1.075 y 1.078 acciones a precios de ejercicio de $143.55 y $135.91, respectivamente, con los habituales términos de vesting y vencimiento plurianuales.

Dollar Tree Inc. 보고자 Mitchell John S. Jr.는 Chief Legal Officer(법무책임자)로 표시되며, 총 10,578주의 보통주에 대한 실질적 소유를 신고합니다. 이 중 8,141주는 아직 베스팅되지 않은 제한주 단위이고 나머지는 이미 베스트된 주식입니다. 또한 각각 행사가격 $143.55$135.911,075주 및 1,078주를 매수할 수 있는 스톡옵션을 보유하고 있으며, 표준 다년간 베스팅 및 만기 조건이 적용됩니다.

Dollar Tree Inc. personne déclarante Mitchell John S. Jr., identifié comme Chief Legal Officer (directeur juridique), déclare une détention bénéficiaire de 10 578 actions ordinaires, dont 8 141 unités d'actions restreintes non acquises et le reste d'actions déjà acquises. Il détient également des options d'achat portant sur 1 075 et 1 078 actions aux prix d'exercice respectifs de $143.55 et $135.91, avec les conditions habituelles d'acquisition et d'expiration pluriannuelles.

Dollar Tree Inc. meldende Person Mitchell John S. Jr., angegeben als Chief Legal Officer (Leiter Recht), meldet eine wirtschaftliche Eigentümerschaft von 10.578 Stammaktien, davon 8.141 unvestete Restricted Stock Units und der Rest bereits vestete Aktien. Er besitzt außerdem Aktienoptionen zum Kauf von 1.075 bzw. 1.078 Aktien zu Ausübungspreisen von $143.55 bzw. $135.91, jeweils mit den üblichen mehrjährigen Vesting- und Ablaufbedingungen.

SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

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: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Mitchell John S. JR

(Last) (First) (Middle)
500 VOLVO PARKWAY

(Street)
CHESAPEAKE VA 23320

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
08/11/2025
3. Issuer Name and Ticker or Trading Symbol
DOLLAR TREE, INC. [ DLTR ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Chief Legal Officer
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock 10,578(1) D
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Stock Option (right to buy) (2) (3) Common Stock 1,075 $143.55 D
Stock Option (right to buy) (4) (3) Common Stock 1,078 $135.91 D
Explanation of Responses:
1. Includes 8,141 unvested restricted stock units granted pursuant to the Company's 2021 Omnibus Incentive Plan.
2. The stock options were granted pursuant to the Company's 2021 Omnibus Incentive Plan and will vest in approximately equal installments on each of the first three anniversaries of the date of grant, subject generally to continued employment with the Company through each vesting date. The option was granted on March 31, 2023.
3. Expires upon termination, with certain grace periods, or ten years after award, whichever is less.
4. The stock options were granted pursuant to the Company's 2021 Omnibus Incentive Plan and will vest in approximately equal installments on each of the first three anniversaries of the date of grant, subject generally to continued employment with the Company through each vesting date. The option was granted on April 1, 2024.
/s/ Lee G. Lester, attorney-in-fact for Mr. Mitchell, Jr. 08/21/2025
** 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 5 (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.

FAQ

What did the Form 3 for DLTR disclose about Mitchell John S. Jr.'s holdings?

The Form 3 reports 10,578 shares beneficially owned, including 8,141 unvested restricted stock units and options for 1,075 and 1,078 shares.

What are the exercise prices of the DLTR stock options disclosed?

The two option awards have exercise prices of $143.55 and $135.91 per share.

Under what plan were the RSUs and options granted?

The awards were granted pursuant to the Company’s 2021 Omnibus Incentive Plan as stated in the filing.

How do the disclosed equity awards vest?

The stock options vest in approximately equal installments on each of the first three anniversaries of the grant dates, subject to continued employment.

Does the Form 3 indicate indirect ownership or other special arrangements?

All reported shares and options are shown as direct (D) ownership; no indirect ownership is indicated in the filing.
Dollar Tree Inc

NASDAQ:DLTR

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23.66B
208.39M
0.11%
104.92%
7.6%
Discount Stores
Retail-variety Stores
Link
United States
CHESAPEAKE