Form 4: Dollar Tree Director Bertram Scott Defers Equity Award into Phantom Stock
Insider Transaction Report
Dollar Tree, Inc. Director Bertram L. Scott acquired 1,477.83 shares of phantom stock on July 1, 2025, as part of a deferred compensation program.
Summary
- Bertram L. Scott, a Director of Dollar Tree, Inc. (DLTR), acquired 1,477.83 shares of phantom stock.
- The transaction occurred on July 1, 2025.
- This acquisition represents the deferral of his annual director equity award under the Non-Employee Director Deferred Compensation Program.
- Each share of phantom stock grants the right to receive one share of Dollar Tree common stock, with cash for any fractional shares.
- The phantom stock shares are valued at $101.5 per share.
- Following this transaction, Mr. Scott directly beneficially owns 1,477.83 shares of phantom stock.
- The shares of phantom stock are payable in common stock upon the earlier of the director's separation from the Board or a specified distribution date elected by the director.
Sentiment
Score: 5
Explanation: The document is a factual disclosure of an insider transaction related to director compensation, which is a routine event and does not inherently convey positive or negative sentiment regarding the company's performance or outlook.
Positives
- The transaction represents a standard mechanism for director compensation through equity awards, aligning director interests with shareholder value.
Future Outlook
NA
Industry Context
NA
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Compensation Program Utilization | Director Bertram L. Scott utilized the Non-Employee Director Deferred Compensation Program to defer his annual equity award into phantom stock. | 07/01/2025 | This reflects the ongoing operation of the company's established director compensation and deferral policies, aligning director incentives with long-term company performance. |
Related Party Transactions
- Acquisition of 1,477.83 shares of phantom stock by Director Bertram L. Scott from Dollar Tree, Inc. as part of his annual equity award deferral under the Non-Employee Director Deferred Compensation Program.
Stakeholder Impact
- Shareholders: The transaction represents a routine compensation event for a director, aligning director interests with shareholder value through equity ownership and deferred compensation.
Next Steps
- Phantom stock shares are payable in common stock following the earlier of the director's separation from the Board or a specified date of distribution pursuant to the director's deferral election.
Key Dates
| Date | Description |
|---|---|
| 07/01/2025 | Date of earliest transaction, representing the acquisition of phantom stock. |
| 07/03/2025 | Signature date of the reporting person's attorney-in-fact. |
Keywords
Dollar Tree, DLTR, SEC Form 4, insider transaction, phantom stock, director compensation, equity award, Bertram L. Scott
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