Dollar Tree (DLTR) legal chief gets RSU stock award, surrenders shares for tax
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Dollar Tree’s Chief Legal Officer John S. Mitchell Jr. reported routine equity compensation activity. On March 31, 2026, he acquired 221 shares of common stock at $0.00 per share upon settlement of three-year performance-based RSUs granted under the 2021 Omnibus Incentive Plan. On the same date, 450 shares were deemed surrendered at $109.51 per share to cover tax liabilities from vesting restricted stock units. After these transactions, he directly owns 13,599 shares of Dollar Tree common stock. These are compensation and tax-withholding entries, not open-market purchases or sales.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Mitchell John S. JR
Role
Chief Legal Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 221 | $0.00 | -- |
| Tax Withholding | Common Stock | 450 | $109.51 | $49K |
Holdings After Transaction:
Common Stock — 14,049 shares (Direct)
Footnotes (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.
Key Figures
Stock award shares: 221 shares
Tax-withheld shares: 450 shares
Holding after transactions: 13,599 shares
+1 more
4 metrics
Stock award shares
221 shares
Common stock granted on March 31, 2026 from performance-based RSUs
Tax-withheld shares
450 shares
Shares surrendered at $109.51 to cover RSU vesting taxes on March 31, 2026
Holding after transactions
13,599 shares
Direct ownership of Dollar Tree common stock following Form 4 transactions
Tax withholding price
$109.51 per share
Value used for 450 shares surrendered for tax liabilities
Key Terms
performance-based RSUs, 2021 Omnibus Incentive Plan, restricted stock units, tax-withholding disposition
4 terms
performance-based RSUs financial
"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-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.
FAQ
What insider transactions did Dollar Tree (DLTR) report for John S. Mitchell Jr.?
Dollar Tree’s Chief Legal Officer John S. Mitchell Jr. received 221 shares of common stock as a stock award and surrendered 450 shares to cover tax liabilities related to vesting restricted stock units, all recorded on March 31, 2026.
Was the Dollar Tree (DLTR) insider activity a market buy or sell?
The reported activity was not a market buy or sell. It reflects a stock award from performance-based RSUs and shares surrendered to pay taxes on vesting restricted stock units, both common compensation-related entries rather than discretionary trading in the open market.