WAVEMAN · COMPANY

DDS · Dillard'S, Inc.

LIVE

TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475

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DDS

Name: DILLARD'S, INC. (DDS) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

DILLARD'S, INC.

WHOLESALE & RETAIL · RETAIL-DEPARTMENT STORES · CIK 0000028917

ACTIVIST 13D☆ WATCH

INSIDER NET · 180D

-$243.7K

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

178

13F, latest reported quarter

REVENUE GROWTH

-0.1%

XBRL, annual

NET MARGIN

8.8%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$243.7K over 180 days

more than 62% of Wholesale & Retail

CONGRESS

no member of Congress has reported trading it

FUNDS

178 funds added or opened last quarter

more than 66% of Wholesale & Retail

REVENUE

-0.1% year over year

below 62% of Wholesale & Retail

MARGIN

8.8% net margin

more than 87% of Wholesale & Retail

BUYBACKS

$107.8M repurchased, FY to 2026-01-31

more than 65% of Wholesale & Retail

SHORT

8.0 days to cover · settled 2026-07-31

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

178 funds added or opened positions in the latest 13F quarter, of 315 holders.

William T. Dillard, II disclosed a 5%+ stake (30.0%) in the last six months.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +24.1%

+24.1%12M

INSIDER SELL13D/G STAKE

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

An activist crossed the 5% line with declared intent.

The record shows a net $243.7K sold by insiders over 180 days, 178 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

CVNA WMT AMZN SNX RVLV W AZO PSMT WLFC TDUP URBN TTSH

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, DILLARD'S, INC. insiders sold a net $243.7K of stock across 21 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER

FILED

VALUE

WATTS J C JR

Director

SELL

2026-06-05

400.0

$243.7K

WATTS J C JR

Director

SELL

2025-10-16

750.0

$445.9K

Johnson Chris B.

SENIOR VICE PRESIDENT

SELL

2025-09-29

400.0

$246.8K

WATTS J C JR

Director

SELL

2025-03-03

800.0

$316.0K

BOLIN TOM W

VICE PRESIDENT

SELL

2025-01-14

300.0

$130.0K

21 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 16 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

Newport Trust Company, LLC

4,472,875.0 sh

$2.4B

BlackRock, Inc.

218,316.0 sh

$115.4M

DIMENSIONAL FUND ADVISORS LP

214,974.0 sh

$113.6M

UBS Group AG

190,636.0 sh

$100.7M

Allianz Asset Management GmbH

162,415.0 sh

$85.8M

5%+ owners

13D = intent to influence · 13G = passive

William T. Dillard, II

ACTIVIST 13D · 2026-06-05

30.0%

Alex Dillard

ACTIVIST 13D · 2026-06-05

31.8%

Mike Dillard

ACTIVIST 13D · 2026-06-05

27.7%

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

The Acquirers Fund

$1.0M POSITION · AS OF 2026-04-30

3.1%

PIMCO RAE US Small Fund

$64.5M POSITION · AS OF 2026-03-31

2.1%

Inspire Growth ETF

$2.5M POSITION · AS OF 2026-02-28

1.7%

Invesco Dorsey Wright Consumer Cyclicals Momentum ETF

$378.0K POSITION · AS OF 2026-04-30

1.6%

State Street(R) SPDR(R) S&P(R) Retail ETF

$3.0M POSITION · AS OF 2026-03-31

1.4%

Bushido Capital US SMID Cap Equity ETF

$1.8M POSITION · AS OF 2026-04-30

1.1%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return · William Dillard, II

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2024

$4.9M

$5.7M

$3.3M

+866%

+84%

2023

$12.5M

$6.3M

$5.8M

+661%

+49%

2022

$22.6M

$7.9M

$10.1M

+600%

+29%

2021

$12.7M

$12.8M

$6.4M

+340%

+17%

2020

$2.9M

$1.7M

$1.9M

+47%

+7%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2026-01	2025-02	2024-02	2023-01
REVENUE	$6.5B	$6.5B	$6.8B	$6.9B
GROSS PROFIT	$2.6B	$2.6B	$2.7B	$2.9B
NET INCOME	$570.2M	$593.5M	$738.8M	$891.6M
EPS (DILUTED)	36.42	36.82	44.73	50.81
OPERATING CASH FLOW	$717.0M	$714.1M	$883.6M	$948.4M
CASH	$861.5M	$717.9M	$808.3M	$650.3M
BUYBACKS	$107.8M	$121.0M	$281.4M	$452.9M
DIVIDENDS PAID	$484.9M	$413.8M	$338.6M	$271.3M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE