Form 4: Ollie's Bargain Outlet EVP/CFO Robert Helm Reports Stock Transactions

Sentiment:

SEC Form 4 Filing


EVP/CFO of Ollie's Bargain Outlet Holdings, Robert Helm, reports the vesting of restricted stock units and subsequent tax withholding.

Summary

  • On March 23, 2025, Robert Helm, the EVP/CFO of Ollie's Bargain Outlet Holdings, Inc., reported transactions involving common stock and restricted stock units (RSUs).
  • 1,293 RSUs vested and were converted into common stock.
  • 691 shares were relinquished to cover federal and state tax withholding obligations resulting from the vesting of the RSUs.
  • The price per share for the tax withholding was $106.88, equivalent to the fair market value on March 21, 2025.
  • Following these transactions, Helm directly owns 3,458 shares of common stock and 2,587 RSUs.

Sentiment

Score: 5

Explanation: This is a neutral report on insider trading activity related to compensation. It doesn't inherently indicate positive or negative sentiment.

Industry Context

This filing is a routine disclosure of insider transactions, common for publicly traded companies. It provides transparency into the stock ownership of key executives.

Stakeholder Impact

  • The transactions have a minor impact on shareholders as they reflect routine executive compensation.

Key Dates

DateDescription
03/23/2023Initial vesting date of RSUs.
03/23/2024First tranche of RSUs vested (1,294 units).
03/21/2025Date used to determine fair market value of stock for tax withholding.
03/23/2025Date of RSU vesting and stock transactions.
03/25/2025Date of Form 4 filing.
03/23/2026Next vesting date for RSUs (1,294 units).
03/23/2027Final vesting date for RSUs (1,293 units).

Keywords

Ollie's Bargain Outlet Holdings, Robert Helm, Executive Compensation, Form 4, Restricted Stock Units, Stock Vesting, Insider Trading, OLLI

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