Form 4: Ollie's Bargain Outlet Executive Trades OLLI Stock

Robert F. Helm, EVP/CFO of Ollie's Bargain Outlet Holdings, Inc., reported transactions involving restricted stock units and employee stock options.

Summary

• Robert F. Helm, EVP/CFO of Ollie's Bargain Outlet Holdings, Inc. (OLLI), engaged in several transactions on April 1, 2026.
• These transactions included the conversion of restricted stock units (RSUs) into common stock and the exercise of employee stock options.
• Specifically, 1,263 RSUs converted into common stock, with a portion of these shares (646) being disposed of to cover tax liabilities.
• Another 1,091 RSUs also converted into common stock, with 558 shares disposed of for tax purposes.
• Additionally, 5,480 RSUs were acquired, and 12,497 employee stock options were exercised.
• The exercise price for the stock options was $91.24 per share.
• Following these transactions, Mr. Helm beneficially owns 5,536 shares directly and 4,890 shares directly from the RSU conversions and tax withholdings, and 5,423 shares directly from the second RSU conversion and tax withholdings.
• He also holds 2,526 shares directly from the first RSU conversion, 3,274 shares directly from the second RSU conversion, 5,480 shares directly from the newly acquired RSUs, and 12,497 shares directly from exercised stock options.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing. It reports routine insider transactions related to executive compensation and does not provide new financial performance data or strategic outlook.

Positives

• The exercise of employee stock options and vesting of RSUs indicates potential value realization for the executive, which can be seen as a positive sign of company performance.
• The acquisition of 5,480 RSUs suggests continued incentive alignment between management and shareholders.
• The company's ability to facilitate these transactions, including tax withholdings, demonstrates operational capacity.

Negatives

• The disposal of shares to cover tax liabilities, while standard, represents a reduction in the executive's direct shareholding.
• The filing details transactions that occurred on April 1, 2026, but the filing itself was made on April 3, 2026, indicating a slight delay in reporting.

Risks

• The disposal of shares for tax withholding could be interpreted as a signal of the executive diversifying or reducing their stake, although this is a common practice.
• The exercise price of $91.24 for stock options implies that the stock price was at least at this level for the options to be in-the-money.

Future Outlook

The filing does not contain forward-looking statements or guidance. It solely reports on past transactions.

Industry Context

StockSavvy.ai notes that Form 4 filings are standard disclosures for insider transactions. The reported transactions, including the exercise of stock options and vesting of RSUs, are typical compensation and incentive mechanisms within the retail sector. The specific details of the transactions, such as the number of shares and exercise price, provide insight into executive compensation strategies at Ollie's Bargain Outlet.

Related Party Transactions

• The disposal of shares to cover tax liabilities is a transaction between the reporting person and the issuer, facilitated by the issuer.

Stakeholder Impact

• Shareholders: The transactions do not directly impact the overall share count or company financials in a significant way, but they reflect executive compensation practices.
• Employees: The stock options and RSUs are part of the executive compensation package, aligning management interests with company performance.
• Management: The filing details the executive's personal financial transactions related to their compensation.

Next Steps

• The reporting person will continue to vest in remaining installments of RSUs and stock options as per the grant agreements.
• Future Form 4 filings will be made to report any further changes in beneficial ownership.

Key Dates

Keywords

Ollie's Bargain Outlet, OLLI, Form 4, SEC Filing, Insider Trading, Stock Options, Restricted Stock Units, EVP CFO, Robert F. Helm, Beneficial Ownership, Securities Exchange Act