Dollar Tree (NASDAQ: DLTR) CPO gets RSU shares, shares withheld for taxes
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Dollar Tree, Inc. Chief People Officer Steven Schumacher reported routine equity compensation activity involving company common stock. On March 31, 2026, he acquired 221 shares through the settlement of three-year performance-based RSUs granted on March 31, 2023 under the 2021 Omnibus Incentive Plan. To cover tax liabilities from the RSU vesting, 323 shares were surrendered at a value of $109.51 per share, a non-market tax-withholding disposition rather than an open-market sale. Following these transactions, Schumacher directly holds 17,542 shares of Dollar Tree common stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Schumacher Steven
Role
Chief People Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 221 | $0.00 | -- |
| Tax Withholding | Common Stock | 323 | $109.51 | $35K |
Holdings After Transaction:
Common Stock — 17,865 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 acquired: 221 shares
Shares surrendered for taxes: 323 shares
Tax withholding share value: $109.51 per share
+2 more
5 metrics
RSU shares acquired
221 shares
Performance-based RSUs settled on March 31, 2026
Shares surrendered for taxes
323 shares
Tax liability from RSU vesting
Tax withholding share value
$109.51 per share
Value used for 323 surrendered shares
Shares held after transactions
17,542 shares
Direct Dollar Tree holdings after March 31, 2026
Tax-withholding shares reported
323 shares
Form 4 transactionSummary taxWithholdingShares
Key Terms
performance-based RSUs, 2021 Omnibus Incentive Plan, restricted stock units, tax liability
4 terms
performance-based RSUs financial
"settlement of 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 liability financial
"Shares deemed surrendered in payment of tax liability resulting from vesting"
FAQ
What insider transactions did Dollar Tree (DLTR) report for Steven Schumacher?
Dollar Tree reported that Chief People Officer Steven Schumacher received 221 shares of common stock from vested performance-based RSUs, and 323 shares were surrendered to cover related tax liabilities at $109.51 per share. After these transactions, he directly holds 17,542 Dollar Tree shares.