DLTR DOLLAR TREE, INC. Insider Trading

Mantle Ridge LP sells 2,230,455 DLTR shares at $111.31 for $248.3M, cutting non-derivative holdings by -91.4%

Mantle Ridge LP sold 2,230,455 shares of Dollar Tree at $111.31 on 2026-06-24, generating $248,271,946.05 in proceeds and reducing its non-derivative Table I holdings from 2,440,499 shares to 210,044 shares — a -91.4% reduction in that portion of the position. However, the insider retains 33,981 shares in derivative form via Share Forward Transactions (Table II), meaning this represents a substantial reduction of the non-derivative tranche rather than a full position exit. Mantle Ridge's cross-ticker sell track record shows a 90d well-timed rate of 100.00% on 1 prior sell, while its 4 prior buys at DLTR — all on 2023-12-20 — each produced negative 90-day returns ranging from -3.4% to -5.3%, a pattern consistent with the cross-ticker 90d win rate of 0.00% on buys. The sale occurred with DLTR up +25.1% over the prior 30 days and -17.7% from its 52-week high, providing observable price context for the timing of this large disposal.

DLTR CFO Glendinning Stewart buys 3,500 shares in 2 transactions ($342.1K) during -17.1% 30-day decline

Glendinning Stewart, CFO of Dollar Tree, executed 2 separate purchases totaling 3,500 shares ($342,130.00) at an average price of $97.75, increasing his holdings to 52,853 shares. This activity occurred as the stock declined 17.1% over 30 days and 17.8% from its 52-week high, though it remains up 2.2% over 90 days. Stewart's cross-ticker track record shows strong historical outcomes—his prior 2 buys averaged +18.8% 30-day returns and +50.0% 90-day returns with a 100.00% win rate—and at DLTR specifically, both of his prior purchases (April 2025) produced 90-day gains of +49.2% and +50.8%. The company faces significant headwinds: revenue contracted 42.6% year-over-year and it was unprofitable in its most recent full fiscal year despite current-quarter revenue of $4,570,400,000.00. The timing of this purchase—during a material recent price decline but consistent with his past pattern of buy executions that subsequently appreciated—provides one data point, though the steep revenue decline and negative full-year net income suggest fundamental operating challenges that warrant deeper analysis of the company's recovery trajectory.

CAO Maheshwari buys 610 DLTR shares at $98.20; stake rises to 4,841 shares amid revenue decline and full-year losses

Maheshwari Aditya, Chief Accounting Officer of Dollar Tree, purchased 610 shares at $98.20 on 2025-06-18, increasing his holdings by 14.4% to 4,841 shares total. The transaction occurs in a period of significant operational headwinds: the company reported annual revenue growth of -42.6%, full-year net income was negative, and current quarterly revenue stands at $4.6B against a net loss position over the most recent full fiscal year. The stock has recovered 11.0% over 30 days and 47.9% over 90 days from recent lows, suggesting a rebound phase after the decline. At current price of $98.71, the transaction price of $98.20 represents a minimal differential, placing the purchase near recent trading levels rather than at a clear valuation inflection point.

Dollar Tree CMO Richard McNeely sold 21.0K shares at $94.62 (–29.4% reduction); stock down 22.0% from 52-week high amid -42.6% revenue decline.

Richard McNeely, Chief Marketing Officer at Dollar Tree, sold 21,026 shares at $94.62, reducing his holdings by 29.4% to 50,419 shares. The sale occurs within a backdrop of material company stress: annual revenue contracted 42.6% year-over-year, and the company posted negative net income in its most recent full fiscal year, despite a recent $343.4M net income in the latest quarter. The stock is currently trading at $93.85, down 22.0% from its 52-week high of $120.30, yet up 9.8% over the past 30 days and 42.9% over 90 days. This sale by a senior marketing executive against a backdrop of substantial annual revenue decline and prior-year unprofitability signals reduced conviction in near-term trajectory, particularly given the magnitude of the holding reduction.

CFO Glendinning Stewart buys 17,000 shares at $72.75 avg for $1.2M, expanding stake by 52.5%

Glendinning Stewart, Dollar Tree's CFO, executed 2 separate purchases totaling 17,000 shares for $1,236,749.70 at a blended average price of $72.75 on April 14–15, 2025, growing his holdings from 32,353 to 49,353 shares (a 52.5% increase). The transaction occurs when the stock is trading at $73.21, near the purchase prices and 43.8% below its 52-week high of $130.25, after a recent 11.3% gain over 30 days. The purchase is noteworthy given the company's challenging fundamentals: annual revenue declined 42.6% year-over-year and the company posted negative net income over its most recent full fiscal year, though the latest quarter showed $233.3M in net income on $7.6B in revenue. A CFO's substantial personal capital commitment at a price near recent lows warrants investor attention to both the insider's conviction regarding turnaround potential and the underlying business headwinds that context reveals.

Director buys 7,500 shares ($520.8K) at $68.87–$75.00 amid -42.6% annual revenue decline, full-year loss, stock down 50.5% from high

Douglas William W III purchased 7,500 shares across two transactions at prices of $75.00 and $68.87, tripling his holdings from 676 to 8,176 shares as Dollar Tree faces severe operational headwinds: full-year net income was negative, annual revenue declined 42.6%, and the stock trades 50.5% below its 52-week high of $135.91. The director's substantial accumulation—$520,822.13 invested at a blended average of $69.44—occurs while the company grapples with unprofitability and material top-line contraction, suggesting conviction at these valuation levels despite the deteriorated financial backdrop. The current price of $67.22 sits just 2.8% below the blended purchase average, indicating the purchases were executed near contemporaneous market levels. Investors should monitor whether this director-level commitment reflects management's confidence in a turnaround or simply disciplined value buying into a distressed valuation.

Director Heinrich buys 2,200 DLTR shares at $68.27; stock down 55.1% from 52-week high to $67.42

Director Daniel J Heinrich purchased 2,200 shares at $68.27 on 2024-09-06, increasing his holdings by 28.9% to 9,823 shares total. DLTR is trading at $67.42, down 55.1% from its 52-week high of $150.02 and down 29.1% over the last 30 days. Heinrich's prior purchase at this ticker on 2024-03-18 was poorly timed, returning -3.2% in 30 days and -17.1% in 90 days; his 2023-09-22 buy showed stronger execution with +27.6% at the 90-day mark, yielding a 50% win rate at DLTR. The company reported revenue of $7,378,800,000.00 for the latest quarter with net income of $132,400,000.00, though full-year net income was negative, indicating profitability challenges alongside 8.0% annual revenue growth.