Dollar Tree (DLTR) CAO receives 1,955 RSUs and surrenders 773 shares for taxes
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
DOLLAR TREE, INC. Chief Accounting Officer Aditya Maheshwari reported routine equity compensation activity involving company common stock. On the vesting of restricted stock units, 773 shares were withheld at $108.70 per share to cover related tax obligations, which is a non-market disposition. On the same date, Maheshwari received a new grant of 1,955 restricted stock units at no cost under the company’s 2021 Omnibus Incentive Plan. These units are scheduled to vest in approximately three equal annual installments, beginning on the anniversary of the award date, contingent on continued employment. Following these transactions, Maheshwari directly held 6,023 shares of Dollar Tree common stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Maheshwari Aditya
Role
Chief Accounting Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 773 | $108.70 | $84K |
| Grant/Award | Common Stock | 1,955 | $0.00 | -- |
Holdings After Transaction:
Common Stock — 4,068 shares (Direct)
Footnotes (1)
- Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units. Restricted stock units granted pursuant to the Company's 2021 Omnibus Incentive Plan and will vest in approximately three equal annual installments, beginning on the anniversary of the award date, subject to continued employment
Key Figures
Tax-withheld shares: 773 shares
Tax-withholding price: $108.70 per share
RSU grant size: 1,955 shares
+2 more
5 metrics
Tax-withheld shares
773 shares
Shares surrendered to cover tax liability on RSU vesting
Tax-withholding price
$108.70 per share
Value used for 773-share tax-withholding disposition
RSU grant size
1,955 shares
Restricted stock units granted under 2021 Omnibus Incentive Plan
Post-transaction holdings
6,023 shares
Common stock directly held after reported transactions
Vesting schedule
~3 equal annual installments
RSUs vest starting on the award anniversary, subject to employment
Key Terms
restricted stock units, tax-withholding disposition, 2021 Omnibus Incentive Plan, grant, award, or other acquisition
4 terms
restricted stock units financial
"Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
tax-withholding disposition financial
"Payment of exercise price or tax liability by delivering securities"
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
2021 Omnibus Incentive Plan financial
"Restricted stock units granted pursuant to the Company's 2021 Omnibus Incentive Plan"
grant, award, or other acquisition financial
"Grant, award, or other acquisition"
FAQ
What insider transactions did DLTR’s Chief Accounting Officer report on this Form 4?
The Chief Accounting Officer reported a routine tax-withholding disposition of 773 Dollar Tree common shares and a grant of 1,955 restricted stock units. These events reflect equity compensation mechanics rather than open-market buying or selling activity.
How will the newly granted DLTR restricted stock units vest over time?
The newly granted restricted stock units are scheduled to vest in approximately three equal annual installments, beginning on the anniversary of the award date. Vesting is conditioned on the insider’s continued employment with Dollar Tree over that multi-year period.