Dollar Tree (NASDAQ: DLTR) director granted 1,238 phantom stock units
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
SCOTT BERTRAM L reported acquisition or exercise transactions in this Form 4 filing.
DOLLAR TREE, INC. director L. Scott Bertram reported an award of 1,238.130 shares of phantom stock on July 1, 2026. Each phantom share represents the right to receive one share of Dollar Tree common stock, with cash for any fractional shares, under the 2021 Omnibus Incentive Plan. Following this grant, Bertram holds 1,238.130 phantom stock units tied to common shares, payable after board service ends or on a chosen distribution date.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
SCOTT BERTRAM L
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Phantom Stock | 1,238.13 | $121.15 | $150K |
Holdings After Transaction:
Phantom Stock — 1,238.13 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 under the Non-Employee Director Deferred Compensation Program of the annual director equity award granted from the Issuer's shareholders approved 2021 Omnibus Incentive Plan. 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.
Key Figures
Phantom stock units granted: 1,238.130 units
Reference price per unit: $121.15 per unit
Phantom units after transaction: 1,238.130 units
+1 more
4 metrics
Phantom stock units granted
1,238.130 units
Grant on July 1, 2026 as director equity deferral
Reference price per unit
$121.15 per unit
Transaction price for phantom stock grant
Phantom units after transaction
1,238.130 units
Total phantom stock holdings following grant
Underlying common stock
1,238.130 shares
Each phantom unit equals one common share right
Key Terms
Phantom Stock, Non-Employee Director Deferred Compensation Program, 2021 Omnibus Incentive Plan, phantom stock are payable in common stock
4 terms
Phantom Stock financial
"Each share of phantom stock represents the right to receive one share of Dollar Tree common stock"
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 under the Non-Employee Director Deferred Compensation Program of the annual director equity award"
2021 Omnibus Incentive Plan financial
"annual director equity award granted from the Issuer's shareholders approved 2021 Omnibus Incentive Plan"
phantom stock are payable in common stock financial
"Shares of phantom stock are payable in common stock following the earlier of the director's separation"
FAQ
What insider transaction did DLTR director L. Scott Bertram report?
L. Scott Bertram reported receiving 1,238.130 phantom stock units. The award was granted on July 1, 2026 and represents a deferred equity-based compensation tied to Dollar Tree common stock under the company’s shareholder-approved 2021 Omnibus Incentive Plan.
What is the value basis of the phantom stock granted to the DLTR director?
The phantom stock grant was based on a reference price of $121.15 per unit. Each of the 1,238.130 phantom stock units reflects that price and represents the right to receive one Dollar Tree common share in the future.
How many Dollar Tree (DLTR) phantom stock units does the director hold after this filing?
After the transaction, the director holds 1,238.130 phantom stock units. These units are tied one-for-one to Dollar Tree common shares, with additional cash paid for any fractional share amounts when distributed.
When will the DLTR phantom stock awarded to the director be paid out?
The phantom stock will be paid in common stock at a future date. Payment occurs after the director leaves the Board or on a specific distribution date chosen under the deferral election terms of the compensation program.
Under what plan was the DLTR director’s phantom stock award granted?
The award was granted under Dollar Tree’s 2021 Omnibus Incentive Plan. It represents a deferral of the annual non-employee director equity award under the Non-Employee Director Deferred Compensation Program approved by shareholders.
Is the DLTR director’s phantom stock grant a market purchase or a compensation award?
The phantom stock grant is a compensation-related award, not a market purchase. It is reported with transaction code “A” for a grant or award acquisition and reflects deferred director compensation rather than open-market trading activity.