Dollar General Corp (DG US, -N, 20-Sep-24)

Steven Deckard (EVP of Store Operations since 2024, joined 2006) sold $174,000 of stock on the 18th September at $86.66, reducing his holding by 41%. It appears he only became declarable during 2024 so there is no history with which to judge him, his option holdings are also not disclosed in the proxy. Nevertheless this is a concerning large % reduction from an insider with a clear view of store operations and follows significant price weakness.

Warren Bryant (Non Executive since 2009) has bought $121,000 of stock during September which is not aggressive and it’s notable that he is the only recent buyer after very poor share price performance. 

We are ranking the stock -N (notable & negative signal).