SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.
Open-market buys and sells only — the deliberate trades. Zero here doesn’t mean no filings: grants, option exercises and tax withholding (below) are compensation, not market trades.
| Insider | Role | Date | Transaction | Shares | Value |
|---|---|---|---|---|---|
| REARDON KATHLEEN A | EVP & Chief People Officer | 2026-09-03 | Open-market sell | 5578 | $733K |
| BRYANT WARREN F | Director | 2026-05-28 | D | 1 | $141 |
| CALBERT MICHAEL M | Director | 2026-05-28 | Grant/award | 1647 | $0 |
| Chadwick Ana Maria | Director | 2026-05-28 | Grant/award | 1647 | $0 |
| Chadwick Ana Maria | Director | 2026-05-28 | D | 0 | $36 |
| Hicks Gregory H | Director | 2026-05-28 | Grant/award | 1647 | $0 |
| McGuire Timothy I | Director | 2026-05-28 | Grant/award | 1647 | $0 |
| McGuire Timothy I | Director | 2026-05-28 | D | 0 | $36 |
| ROWLAND DAVID P | Director | 2026-05-28 | Grant/award | 1647 | $0 |
| SANTANA RALPH E | Director | 2026-05-28 | Grant/award | 1647 | $0 |
| SANTANA RALPH E | Director | 2026-05-28 | D | 0 | $36 |
| Sandler Debra A. | Director | 2026-05-28 | Grant/award | 1647 | $0 |
| Sandler Debra A. | Director | 2026-05-28 | D | 0 | $36 |
| Scarlett Kathleen | Director | 2026-05-28 | Grant/award | 1647 | $0 |
| Scarlett Kathleen | Director | 2026-05-28 | D | 0 | $36 |
| ELLIOTT ANITA C | SVP & Chief Accounting Officer | 2026-04-01 | Tax withholding | 1303 | $153K |
| Herrmann Tracey N | EVP, Store Operations | 2026-04-01 | Tax withholding | 4519 | $529K |
| REARDON KATHLEEN A | EVP & Chief People Officer | 2026-04-01 | Tax withholding | 7938 | $930K |
| TAYLOR EMILY C | Chief Operating Officer | 2026-04-01 | Tax withholding | 8928 | $1.0M |
| TAYLOR RHONDA | EVP & General Counsel | 2026-04-01 | Tax withholding | 8928 | $1.0M |
Fiscal period ending 2026-01-30 versus 2025-01-31 — view filing on EDGAR →
Credit quality improved materially — ratings upgraded and covenants removed — but operational and macro risks broadened meaningfully across tariffs, tax credit loss, geopolitics, and competitive positioning. The WOTC expiration carries a quantified EPS impact, confirmed 2025 tariff implementation creates concrete cost pressure, and new AI and payment-fee disclosures extend the technology risk surface, leaving the net risk picture worse on balance outside the balance sheet.
4 company-specific · 1 eased/removed · 2 common-mode
WOTC tax credit expiration disclosed as having "significant negative impact" on future EPS. Quantifiable tax benefit loss is material.
Regulatory, Legal, Compliance and Accounting Risks A significant change in governmental regulations and requirements could materially increase our cost of doing business, and noncompliance with…
Added specific geopolitical risk (Middle East conflict), concrete government assistance cuts (WOTC expiration, work requirements, product exclusions), and tariff escalation language. Substantive new risk disclosures.
Business, Strategic and Competitive Risks Economic factors may reduce our customers’ confidence and spending, impair our ability to execute our strategies and initiatives, and increase our costs…
Added explicit acknowledgment that sales mix remains heavily weighted toward consumables with no guarantee of improvement, escalating pOpshelf risk.
Our plans depend significantly on strategies, initiatives and investments designed to increase sales and profitability and improve the efficiencies, costs and effectiveness of our operations, and…
New disclosure of rising interchange and card processing fees as operating cost risk, tied to payment method shift and rate increases.
Failure to maintain the security of our business, customer, employee or vendor information or to comply with privacy laws could expose us to litigation, government enforcement actions and costly…
S&P outlook improved Negative to Stable; Moody's upgraded Baa2 to Baa3 and outlook to Stable. Credit covenant amendments removed. Risk materially eased.
Financial and Capital Market Risks Deterioration in market conditions or changes in our credit profile could adversely affect our business operations and financial condition. We rely on the positive…
Tariff risk escalated: prior year noted potential tariff increases; current year confirms actual broad tariff implementation across multiple trading partners in 2025, creating concrete cost pressure.
Risks associated with or faced by our suppliers could adversely affect our financial performance. We source our merchandise from a wide variety of domestic and international suppliers, and we depend…
New disclosure of AI competitive risk: competitors' faster/better AI adoption or company's own AI ineffectiveness could impair competitive position and results.
We face intense competition that could limit our growth opportunities and materially and adversely affect our results of operations and financial condition. The retail business is highly competitive…
Rhonda M. Taylor, Executive Vice President and General Counsel, announced her retirement effective December 7, 2026, after 26 years of service. Taylor oversaw legal, compliance, audit, risk, and government affairs functions. Kelly Collier was appointed as her successor.
View raw filing on EDGAR →Dollar General issued a news release on August 27, 2026 disclosing second quarter fiscal 2026 financial results for the 13 weeks ended July 31, 2026, with net sales of $11.3 billion (up 5.2%), operating profit of $769.2 million (up 29.2%), and diluted EPS of $2.48 (up 33.3%), along with raised full-year fiscal 2026 guidance.
View raw filing on EDGAR →Dollar General issued a news release on June 2, 2026 disclosing results of operations and financial condition for the fiscal 2026 first quarter ended May 1, 2026, including fiscal year 2026 outlook.
View raw filing on EDGAR →Dollar General's Annual Meeting of Shareholders held on May 28, 2026 resulted in shareholder approval of the election of nine directors and ratification of Ernst & Young LLP as independent auditor, and rejection of three shareholder proposals, with tabulated vote counts disclosed for all six proposals.
View raw filing on EDGAR →