Welcome to our dedicated page for Dollar Tree SEC filings (Ticker: DLTR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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.
Reporting person: John S. Mitchell Jr., Chief Legal Officer of Dollar Tree, Inc. (DLTR), reported an equity grant on 10/03/2025. The filing shows an award of 3,250 restricted stock units (RSUs) granted under the 2021 Omnibus Incentive Plan at a $0 per-share price, bringing his total beneficial ownership to 13,828 shares after the grant. The RSUs vest in approximately three equal annual installments starting on the award anniversary, subject to continued employment. The Form 4 was signed by an attorney-in-fact on 10/07/2025.
Dollar Tree, Inc. (DLTR) reported an insider transaction by director Edward J. Kelly III on 10/01/2025. Mr. Kelly acquired 415.19 units of phantom stock under the company's Non-Employee Director Deferred Compensation Program, representing the right to receive 415.19 shares of common stock (with cash paid for any fractional share). The acquisition reflects a fee deferral election rather than an open-market purchase; the phantom units carry a per‑share reference price of $90.32 and will be paid in common stock upon the earlier of Mr. Kelly's separation from the board or the specified distribution date in his deferral election. The Form 4 was signed by an attorney‑in‑fact on 10/03/2025.
Dollar Tree (DLTR) director Form 4: A board member reported the acquisition of 498.23 phantom stock units on 10/01/2025 at $90.32 per unit under the company’s Non-Employee Director Deferred Compensation Program. Each phantom share represents one share of common stock (with cash for fractional shares) and will be delivered after separation from the Board or on a specified distribution date per the director’s election. The holdings are reported as direct ownership.
Dollar Tree insider ownership disclosure: Brent A. Beebe, identified as Chief Merchandising Officer and an officer of Dollar Tree (DLTR), reports direct ownership of 13,418 shares of common stock, which includes 7,716 unvested restricted stock units granted under the company’s 2021 Omnibus Incentive Plan. He also holds two stock options covering 1,075 and 1,078 shares with exercise prices of $143.55 and $135.91 respectively; both options vest in roughly equal installments over three years and expire no later than ten years after grant.
Dollar Tree insider ownership disclosure: Brent A. Beebe, identified as Chief Merchandising Officer and an officer of Dollar Tree (DLTR), reports direct ownership of 13,418 shares of common stock, which includes 7,716 unvested restricted stock units granted under the company’s 2021 Omnibus Incentive Plan. He also holds two stock options covering 1,075 and 1,078 shares with exercise prices of $143.55 and $135.91 respectively; both options vest in roughly equal installments over three years and expire no later than ten years after grant.
Dollar Tree, Inc. filed a current report describing plans to host an Investor Conference at the NASDAQ MarketSite in New York on October 15, 2025. The company announced this event in a press release dated September 16, 2025, which is included as an exhibit to the report. The disclosure is provided under Regulation FD, meaning the company is sharing information with all investors at the same time to promote fair disclosure, and it is explicitly described as being furnished rather than filed for liability purposes.
Glendinning Stewart, Chief Financial Officer of Dollar Tree, Inc. (DLTR), reported purchases of company common stock on September 5 and September 8, 2025. He acquired 500 shares on 09/05/2025 at $99.50 per share and 3,000 shares on 09/08/2025 at a weighted average price of $97.46 (purchases ranged $97.00–$97.87). Following these transactions, Mr. Stewart beneficially owned 52,853 shares. The Form 4 was signed by attorney-in-fact John S. Mitchell, Jr. on 09/09/2025. The filer checked that this is a single reporting person filing and identified his role as Chief Financial Officer.
Stephanie Stahl, a director of Dollar Tree, Inc. (DLTR), reported an insider sale of 1,185 shares of common stock on 09/05/2025 at a reported price of $100.3194 per share. After the transaction she beneficially owned 4,089 shares, held directly. The Form 4 was signed on 09/08/2025 by an attorney-in-fact. No derivative transactions or additional details were disclosed.
Dollar Tree, Inc. announced a planned leadership transition in its merchandising organization. Richard McNeely, who has served as Chief Merchandising Officer for Dollar Tree stores since May 2017, intends to retire from his role in April 2026.
The company also announced that Senior Vice President of Merchandising Brent Beebe will join the executive leadership team and has been named to succeed Mr. McNeely as Chief Merchandising Officer in April 2026. The announcement details were provided in a press release furnished as an exhibit.
Form 144 notice by an insider of Dollar Tree Inc. (DLTR) reports a proposed sale of 1,185 common shares through Charles Schwab with an aggregate market value of $118,571. The shares represent part of an annual stock grant acquired on 08/01/2023 and were issued as equity compensation. The filing lists the approximate sale date as 09/05/2025 and reports 203,967,842 shares outstanding for the issuer. No securities sales in the past three months are reported. The filer affirms they are not aware of undisclosed material adverse information.
Dollar Tree (DLTR) completed the sale of its Family Dollar business on July 5, 2025 for $1,007.5 million, receiving $665 million at closing and monetizing about $113 million of Family Dollar cash pre-closing, resulting in approximately $800 million of cash generated from the transaction. The Family Dollar results are presented as discontinued operations and the company retains limited post-closing involvement via an 18-month transition services agreement and guarantees of certain leases and supply chain finance obligations (approximately $91.0 million lease guarantees in year one and a $30.0 million standby letter of credit).
Operationally, net sales for the 13 weeks ended August 2, 2025 rose 12.3% to $4,566.8 million driven by a 6.5% comparable store increase. The company repurchased 10.96 million shares for $938.2 million in the 26-week period and replenished its $2.5 billion repurchase authorization with $2.4 billion remaining. Dollar Tree established a $1.5 billion Five-Year Credit Facility and a $1.0 billion 364-day facility, with no borrowings outstanding on the credit facilities as of August 2, 2025, and $300.0 million outstanding under its commercial paper program. The company disclosed ongoing legal matters (including talc and acetaminophen cases) and recorded net gains from insurance proceeds related to prior damage recoveries.