Dollar Tree (DLTR) director granted phantom stock under deferred pay plans
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Stahl Stephanie
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Phantom Stock | 371.44 | $121.15 | $45K |
| Grant/Award | Phantom Stock | 1,238.13 | $121.15 | $150K |
Holdings After Transaction:
Phantom Stock — 371.44 shares (Direct, null)
Footnotes (1)
- Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. Represents deferral of director fees under the Non-Employee Director Deferred Compensation Program. Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. Represents deferral under the Non-Employee Director Deferred Compensation Program of the annual director equity award granted from the Issuer's shareholder approved 2021 Omnibus Incentive Plan.
Key Figures
Phantom stock grant 1: 1,238.13 units at $121.15
Phantom stock grant 2: 371.44 units at $121.15
Phantom stock following transaction: 1,609.57 units
+4 more
7 metrics
Phantom stock grant 1
1,238.13 units at $121.15
Grant/award acquisition on 2026-07-01; phantom stock
Phantom stock grant 2
371.44 units at $121.15
Grant/award acquisition on 2026-07-01; phantom stock
Phantom stock following transaction
1,609.57 units
Total phantom stock units for one line after grant
Additional phantom stock balance
371.44 units
Phantom stock units for second line after grant
Conversion price
$0.00 per unit
Phantom stock conversion or exercise price
Underlying common shares (grant 1)
1,238.13 shares
Each phantom unit represents one Dollar Tree common share
Underlying common shares (grant 2)
371.44 shares
Each phantom unit represents one Dollar Tree common share
Key Terms
Phantom Stock, Non-Employee Director Deferred Compensation Program, 2021 Omnibus Incentive Plan, deferral election
4 terms
Phantom Stock financial
"Each share of phantom stock represents the right to receive one share"
A phantom stock is a form of compensation that gives employees or executives the benefits of stock ownership, such as the increase in stock value, without actually giving them real shares. It acts like a promise to pay the employee the equivalent value of company stock later, often as a bonus or incentive. This allows companies to motivate and reward staff without diluting ownership or transferring actual shares.
Non-Employee Director Deferred Compensation Program financial
"Represents deferral of director fees under the Non-Employee Director Deferred Compensation Program"
2021 Omnibus Incentive Plan financial
"annual director equity award granted from the Issuer's shareholder approved 2021 Omnibus Incentive Plan"
deferral election financial
"pursuant to the director's deferral election"
FAQ
What did DLTR director Stephanie Stahl report in this Form 4?
Director Stephanie Stahl reported two phantom stock grants under compensation programs, totaling 1,238.13 units in one grant and 371.44 units in another. These are awards tied to board service, not open-market stock purchases or sales.
Is Stephanie Stahl buying or selling Dollar Tree (DLTR) stock?
The filing shows phantom stock grants, not market trades. Code “A” indicates grant or award acquisitions, representing deferred director fees and an annual equity award, rather than discretionary buying or selling of Dollar Tree common shares on the open market.
What is phantom stock in the Dollar Tree (DLTR) director filing?
Phantom stock represents the right to receive common shares later. Each phantom stock unit equals one Dollar Tree common share, with cash for fractional shares, delivered after the director leaves the Board or on a chosen deferral date under plan terms.
How many phantom stock units did the DLTR director receive?
Stephanie Stahl received 1,238.13 phantom stock units in one grant and 371.44 units in another. Each grant is tied to deferred director compensation and annual equity awards, referenced at a price of $121.15 per phantom stock unit.
When will Dollar Tree (DLTR) phantom stock be paid to the director?
The phantom stock is payable in common stock after the earlier of the director’s separation from the Board or a specified distribution date. That timing follows the director’s deferral election under the Non-Employee Director Deferred Compensation Program.
Are these DLTR phantom stock grants part of a specific compensation plan?
Yes. The grants reflect deferrals under the Non-Employee Director Deferred Compensation Program, including an annual director equity award from Dollar Tree’s shareholder-approved 2021 Omnibus Incentive Plan, all delivered in phantom stock units linked to common shares.