Dollar Tree (DLTR) CMO logs RSU share vesting and 309-share tax surrender
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
DOLLAR TREE, INC. Chief Merchandising Officer Brent A. Beebe reported routine equity compensation activity involving restricted stock units. On March 31, 2026, he acquired 221 shares of common stock at no cost upon settlement of three-year performance-based RSUs awarded in 2023. On the same date, 309 shares were surrendered back to the company at $109.51 per share to cover tax liabilities from the vesting, leaving him with 13,652 directly held shares. The tax-related disposition was not an open-market sale.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Beebe Brent A.
Role
Chief Merchandising Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 221 | $0.00 | -- |
| Tax Withholding | Common Stock | 309 | $109.51 | $34K |
Holdings After Transaction:
Common Stock — 13,961 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
RSU shares settled: 221 shares
Shares surrendered for taxes: 309 shares
Tax surrender price: $109.51 per share
+2 more
5 metrics
RSU shares settled
221 shares
Common stock issued from performance-based RSUs on March 31, 2026
Shares surrendered for taxes
309 shares
Deemed surrendered to cover tax liability on RSU vesting
Tax surrender price
$109.51 per share
Value used for 309 shares surrendered on March 31, 2026
Shares held after transactions
13,652 shares
Direct DLTR common stock holdings after March 31, 2026 entries
Net share change that day
-88 shares
221 shares acquired, 309 surrendered for taxes on March 31, 2026
Key Terms
performance-based RSUs, restricted stock units, 2021 Omnibus Incentive Plan, tax liability
4 terms
performance-based RSUs financial
"three-year performance-based RSUs awarded on March 31, 2023 pursuant to the 2021 Omnibus Incentive Plan"
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.
restricted stock units financial
"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.
2021 Omnibus Incentive Plan financial
"awarded on March 31, 2023 pursuant to the 2021 Omnibus Incentive Plan"
tax liability financial
"payment of tax liability resulting from vesting of restricted stock units"
FAQ
What insider transactions did DLTR executive Brent Beebe report on March 31, 2026?
Brent Beebe reported receiving 221 DLTR common shares at no cost from vested performance-based RSUs, and surrendering 309 shares at $109.51 per share to cover related tax liabilities. After these routine compensation entries, he directly held 13,652 shares of Dollar Tree stock.