Dollar Tree, Inc. filings document the financial reporting, governance, and capital-structure disclosures of a public value retailer focused on the Dollar Tree and Dollar Tree Canada store brands. Recent 8-K filings furnish earnings releases, Regulation FD notices for conference calls, and material-event reports tied to debt financing and direct financial obligations.
The filing record also includes proxy materials for annual shareholder matters, board governance, and shareholder voting procedures. Other disclosures cover the completed sale of the Family Dollar business, leadership succession in merchandising, share repurchase activity, and credit arrangements such as a term loan facility and commercial paper program.
FMR LLC filed Amendment No. 4 reporting its beneficial ownership of common stock of Dollar Tree, Inc.. FMR LLC and related entities report beneficial ownership of 24,922,005.14 shares of Dollar Tree common stock, representing 13.0% of the outstanding class as of 06/30/2026. FMR LLC has sole dispositive power over all 24,922,005.14 shares and sole voting power over 23,776,904.54 shares, with no shared voting or dispositive power. Abigail P. Johnson is reported with sole dispositive power over the same 24,922,005.14 shares, also corresponding to 13.0% of the class. Within this position, Fidelity Contrafund held 10,791,748.00 shares, or 5.6% of Dollar Tree’s outstanding common stock on 06/30/2026.
Dollar Tree director Stephanie Stahl converted 1,185 shares of phantom stock, earned as deferred director fees for 2019–2022, into 1,185 shares of Dollar Tree common stock on 2026-08-01. This reduced her phantom stock balance to 0 and increased her directly held common shares to 5,274 under the 2013 Director Deferred Compensation Plan.
Dollar Tree, Inc. executive Aditya Maheshwari, Chief Accounting Officer, reported a disposition of 127 shares of common stock on 2026-08-02. According to the footnote, these shares were deemed surrendered to satisfy tax liability from vesting of restricted stock units, leaving 5,896 shares owned directly.
DOLLAR TREE, INC. Chief People Officer Steven Schumacher reported a routine tax-related share disposition. He surrendered 282 shares of common stock at $124.05 per share to cover tax liabilities triggered by the vesting of restricted stock units. After this non-market transaction, he directly holds 22,178 common shares.
GRISE CHERYL W reported acquisition or exercise transactions in this Form 4 filing.
Dollar Tree, Inc. director Cheryl W. Grise received an equity grant of 1,238 shares of Common Stock on July 1, 2026, valued at $121.15 per share. This annual director equity award was granted under the company’s shareholder-approved 2021 Omnibus Incentive Plan and increases her direct holdings to 2,238 shares.
JOHNSON TIMOTHY A reported acquisition or exercise transactions in this Form 4 filing.
Dollar Tree, Inc. director Timothy A. Johnson reported receiving an annual equity grant of 1,238 shares of common stock. The award was granted at a reference price of $121.15 per share under the company’s shareholder-approved 2021 Omnibus Incentive Plan. Following this grant, Johnson directly holds a total of 3,391 common shares.
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.
DOLLAR TREE, INC. director Stephanie Stahl reported compensation-related grants of phantom stock, not open-market trades. She acquired 1,238.13 phantom stock units and a separate 371.44-unit grant, each referenced at a price of $121.15 per unit.
Each phantom stock unit represents the right to receive one share of Dollar Tree common stock, with cash paid for any fractional share. These amounts reflect deferrals of director fees and an annual equity award under the Non-Employee Director Deferred Compensation Program and the shareholder-approved 2021 Omnibus Incentive Plan, payable in common stock after she leaves the Board or at a specified deferral date.
Dollar Tree, Inc. director Edward J. Kelly III reported two compensation-related awards of phantom stock. On July 1, 2026, he acquired 309.5300 and 2,063.5600 phantom stock units, each tied to one share of Dollar Tree common stock.
According to the filing, these awards reflect deferrals under the Non-Employee Director Deferred Compensation Program, including the annual director equity award from the shareholder-approved 2021 Omnibus Incentive Plan and deferral of director fees. The phantom stock will be paid in common stock, with cash for fractional shares, after the earlier of Kelly’s separation from the Board or a distribution date he elected.
Douglas William W III reported acquisition or exercise transactions in this Form 4 filing.
Dollar Tree, Inc. director Douglas William W III received a grant of 1,238.130 shares of phantom stock, each tied to one share of common stock. The award reflects a deferral of his annual director equity grant under the 2021 Omnibus Incentive Plan and is settled in stock, with cash for fractional shares.
The phantom stock will be paid in common shares after he leaves the board or on a future distribution date chosen under the Non-Employee Director Deferred Compensation Program.