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Dollar Tree (NASDAQ: DLTR) CPO gets RSU shares, shares withheld for taxes

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Dollar Tree, Inc. Chief People Officer Steven Schumacher reported routine equity compensation activity involving company common stock. On March 31, 2026, he acquired 221 shares through the settlement of three-year performance-based RSUs granted on March 31, 2023 under the 2021 Omnibus Incentive Plan. To cover tax liabilities from the RSU vesting, 323 shares were surrendered at a value of $109.51 per share, a non-market tax-withholding disposition rather than an open-market sale. Following these transactions, Schumacher directly holds 17,542 shares of Dollar Tree common stock.

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Insider Schumacher Steven
Role Chief People Officer
Type Security Shares Price Value
Grant/Award Common Stock 221 $0.00 --
Tax Withholding Common Stock 323 $109.51 $35K
Holdings After Transaction: Common Stock — 17,865 shares (Direct)
Footnotes (1)
  1. On March 31, 2026, Dollar Tree issued shares of common stock upon settlement of settlement of three-year performance-based RSUs awarded on March 31, 2023 pursuant to the 2021 Omnibus Incentive Plan Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.
RSU shares acquired 221 shares Performance-based RSUs settled on March 31, 2026
Shares surrendered for taxes 323 shares Tax liability from RSU vesting
Tax withholding share value $109.51 per share Value used for 323 surrendered shares
Shares held after transactions 17,542 shares Direct Dollar Tree holdings after March 31, 2026
Tax-withholding shares reported 323 shares Form 4 transactionSummary taxWithholdingShares
performance-based RSUs financial
"settlement of three-year performance-based RSUs awarded on March 31, 2023"
Performance-based restricted stock units (RSUs) are promises to deliver company shares to employees only if the business meets specific goals, such as revenue, profit, stock-price targets, or strategic milestones. For investors, they matter because they change future share supply and align management incentives with company results—like a salesperson whose bonus only pays out when sales targets are hit—so they can affect earnings, dilution, and confidence in leadership.
2021 Omnibus Incentive Plan financial
"awarded on March 31, 2023 pursuant to the 2021 Omnibus Incentive Plan"
restricted stock units financial
"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 liability financial
"Shares deemed surrendered in payment of tax liability resulting from vesting"
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Schumacher Steven

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

(Street)
CHESAPEAKE VIRGINIA 23320

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
DOLLAR TREE, INC. [ DLTR ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief People Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
03/31/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock03/31/2026A221(1)A$017,865D
Common Stock03/31/2026F323(2)D$109.5117,542D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. On March 31, 2026, Dollar Tree issued shares of common stock upon settlement of settlement of three-year performance-based RSUs awarded on March 31, 2023 pursuant to the 2021 Omnibus Incentive Plan
2. Shares deemed surrendered in payment of tax liability resulting from vesting of restricted stock units.
/s/ John S. Mitchell, Jr., attorney-in-fact for Mr. Schumacher04/02/2026
** Signature of Reporting PersonDate
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 4 (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.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transactions did Dollar Tree (DLTR) report for Steven Schumacher?

Dollar Tree reported that Chief People Officer Steven Schumacher received 221 shares of common stock from vested performance-based RSUs, and 323 shares were surrendered to cover related tax liabilities at $109.51 per share. After these transactions, he directly holds 17,542 Dollar Tree shares.

Were Steven Schumacher’s Dollar Tree (DLTR) share transactions open-market buys or sells?

The reported transactions were not open-market trades. Schumacher acquired 221 Dollar Tree shares via settlement of performance-based RSUs and surrendered 323 shares to pay taxes on the vesting. The tax-withholding disposition is a standard compensation mechanism, not a discretionary market sale.

How many Dollar Tree (DLTR) shares does Steven Schumacher hold after this Form 4?

After the reported Form 4 transactions, Chief People Officer Steven Schumacher directly holds 17,542 shares of Dollar Tree common stock. This balance reflects receiving 221 vested RSU shares and surrendering 323 shares to satisfy tax obligations tied to those restricted stock unit awards.

What is the source of the 221 Dollar Tree (DLTR) shares awarded to Steven Schumacher?

The 221 shares came from the settlement of three-year performance-based restricted stock units granted on March 31, 2023 under Dollar Tree’s 2021 Omnibus Incentive Plan. These RSUs vested on March 31, 2026, converting into common shares as part of Schumacher’s equity compensation.

At what value were Dollar Tree (DLTR) shares used for Steven Schumacher’s tax withholding?

For tax withholding related to RSU vesting, 323 Dollar Tree shares were deemed surrendered at $109.51 per share. This tax-withholding disposition satisfied Schumacher’s tax liability on the restricted stock unit vesting and did not represent an open-market sale of shares.
Dollar Tree Inc

NASDAQ:DLTR

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21.40B
196.93M
Discount Stores
Retail-variety Stores
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United States
CHESAPEAKE