Mantle Ridge LP

CIK: 0001695459

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)2 (14.3%)

Position reduction

Option Exercises (M)0 (0.0%)

Derivative conversions

Awards (A)0 (0.0%)

Compensation grants

Other (G, F, J, C, D, …)12 (85.7%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (2)

DLTR

DOLLAR TREE, INC.

APD

Air Products & Chemicals, Inc.

Director

Discretionary Trading P&L

Holdings

Transaction History (14 total)

DLTR
DOLLAR TREE, INC.
Jun 24, 2026
Conversion(C)
Indirect
602.2K shares-
DLTR
DOLLAR TREE, INC.
Jun 24, 2026
Sale(S)
Indirect
2.2M shares at avg. $111.31$248.3M
DLTR
DOLLAR TREE, INC.
Jun 24, 2026
Other(J)
Indirect
10.3M shares-
APD
Air Products & Chemicals, Inc.
Feb 12, 2026
Sale(S)
Indirect
70.2K shares at avg. $284.21$19.9M
APD
Air Products & Chemicals, Inc.
Feb 12, 2026
Gift(G)
Indirect
1.8K shares-
APD
Air Products & Chemicals, Inc.
Feb 12, 2026
Other(J)
Indirect
3.9M shares-
DLTR
DOLLAR TREE, INC.
Jul 11, 2025
In-the-Money(X)
Cash Settled Share Forward Transactions
Indirect
2.5M shares at avg. $98.00-
DLTR
DOLLAR TREE, INC.
Jul 11, 2025
In-the-Money(X)
Call Option on Cash Settled Share Forward Transactions
Indirect
6.2M shares-
DLTR
DOLLAR TREE, INC.
Jul 11, 2025
In-the-Money(X)
Cash Settled Share Forward Transactions
Indirect
6.2M shares at avg. $81.00-
DLTR
DOLLAR TREE, INC.
Jul 11, 2025
In-the-Money(X)
Call Option on Share Forward Transactions
Indirect
900.4K shares-
DLTR
DOLLAR TREE, INC.
Jul 11, 2025
In-the-Money(X)
Share Forward Transactions
Indirect
900.4K shares at avg. $98.00-
DLTR
DOLLAR TREE, INC.
Jul 11, 2025
In-the-Money(X)
Call Option on Share Forward Transactions
Indirect
636.2K shares-
DLTR
DOLLAR TREE, INC.
Jul 11, 2025
In-the-Money(X)
Share Forward Transactions
Indirect
636.2K shares at avg. $81.00-
DLTR
DOLLAR TREE, INC.
Jul 11, 2025
In-the-Money(X)
Call Option on Cash Settled Share Forward Transactions
Indirect
2.5M shares-

		Type	Shares	Price		Ownership
Jun 24, 2026	DLTR DOLLAR TREE, INC.	Conversion(C)	602,170	-	$0	Indirect
Jun 24, 2026	DLTR DOLLAR TREE, INC.	Sale(S)	2,230,455	$111.31	$248,271,946	Indirect
Jun 24, 2026	DLTR DOLLAR TREE, INC.	Other(J)	10,266,164	-	$0	Indirect
Feb 12, 2026	APD Air Products & Chemicals, Inc.	Sale(S)	70,175	$284.21	$19,944,437	Indirect
Feb 12, 2026	APD Air Products & Chemicals, Inc.	Gift(G)	1,759	-	$0	Indirect
Feb 12, 2026	APD Air Products & Chemicals, Inc.	Other(J)	3,943,847	-	$0	Indirect
Jul 11, 2025	DLTR DOLLAR TREE, INC.	In-the-Money(X) Cash Settled Share Forward Transactions	2,501,339	$98.00	-	Indirect
Jul 11, 2025	DLTR DOLLAR TREE, INC.	In-the-Money(X) Call Option on Cash Settled Share Forward Transactions	6,231,104	-	-	Indirect
Jul 11, 2025	DLTR DOLLAR TREE, INC.	In-the-Money(X) Cash Settled Share Forward Transactions	6,231,104	$81.00	-	Indirect
Jul 11, 2025	DLTR DOLLAR TREE, INC.	In-the-Money(X) Call Option on Share Forward Transactions	900,360	-	-	Indirect
Jul 11, 2025	DLTR DOLLAR TREE, INC.	In-the-Money(X) Share Forward Transactions	900,360	$98.00	-	Indirect
Jul 11, 2025	DLTR DOLLAR TREE, INC.	In-the-Money(X) Call Option on Share Forward Transactions	636,151	-	-	Indirect
Jul 11, 2025	DLTR DOLLAR TREE, INC.	In-the-Money(X) Share Forward Transactions	636,151	$81.00	-	Indirect
Jul 11, 2025	DLTR DOLLAR TREE, INC.	In-the-Money(X) Call Option on Cash Settled Share Forward Transactions	2,501,339	-	-	Indirect

1-14 of 14 transactions

About Mantle Ridge LP

Mantle Ridge LP (SEC CIK 0001695459) files insider reports with the SEC as DOLLAR TREE, INC. (DLTR) and Director of Air Products & Chemicals, Inc. (APD).

Signal8 holds 4 ownership filings by Mantle Ridge LP (1 Form 3, 3 Form 4), filed between Feb 3, 2025 and Jun 25, 2026. Those filings report 14 transactions, from Jul 11, 2025 to Jun 24, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on Mantle Ridge LP's filings is in NEW YORK, NY.

Recent filings by Mantle Ridge LP

Jun 24, 2026: Conversion of DLTR shares (Form 4, code C).
Jun 24, 2026: Open-market sale of DLTR shares (Form 4, code S).
Jun 24, 2026: Other transaction of DLTR shares (Form 4, code J).
Feb 12, 2026: Open-market sale of APD shares (Form 4, code S).
Feb 12, 2026: Gift of APD shares (Form 4, code G).

Other insiders filing for DOLLAR TREE, INC. (DLTR)

Beebe Brent A., Chief Merchandising Officer
Konrad Jocelyn Z, Chief Retail Officer
Maheshwari Aditya, Chief Accounting Officer
Mitchell John S. JR, Chief Legal Officer
KELLY EDWARD J III, Director
Stahl Stephanie, Director

How to read Form 4 transaction codes