Form 4: Ollie's Bargain Outlet SVP, CIO Larry Kraus Reports Stock Transactions

Sentiment:

SEC Form 4


Larry Kraus, SVP and CIO of Ollie's Bargain Outlet Holdings, Inc., reports the vesting and conversion of restricted stock units into common stock, along with associated tax liability settlements.

Summary

  • On March 22, 2025, Larry Kraus converted 458 restricted stock units (RSUs) into common stock and settled tax obligations by relinquishing 227 shares.
  • Following these transactions, Kraus directly owns 2,136 shares of common stock.
  • On March 23, 2025, Kraus converted 863 restricted stock units (RSUs) into common stock and settled tax obligations by relinquishing 427 shares.
  • Following these transactions, Kraus directly owns 2,572 shares of common stock.
  • The price reported in column 4 is equivalent to the fair market value based on the closing market price as of March 21, 2025, which was $106.88.

Sentiment

Score: 5

Explanation: This is a routine regulatory filing related to stock transactions by an executive. It doesn't inherently indicate positive or negative sentiment, but rather provides factual information.

Industry Context

This Form 4 filing is a routine disclosure related to executive compensation and stock-based awards, common in publicly traded companies. It provides transparency into the transactions of company insiders.

Comparison to Industry Standards

  • Stock-based compensation is a common practice among publicly traded companies to align the interests of executives with those of shareholders.
  • The vesting schedules and terms of the restricted stock units appear standard compared to similar grants at peer companies.
  • Companies like Dollar General, Dollar Tree, and Big Lots also utilize stock-based compensation as part of their executive compensation packages.

Stakeholder Impact

  • The transactions have a minor impact on shareholders as they relate to executive compensation and do not represent a significant change in ownership.
  • Employees may be interested in the details of executive compensation as it relates to overall company performance.

Key Dates

DateDescription
March 22, 2021Initial vesting date for 25% of the 1,831 RSUs granted, subject to continued service.
March 23, 2023Date of grant for 3,449 RSUs, vesting in 25% installments annually.
March 23, 2024862 of the 3,449 RSUs granted on March 23, 2023 vested.
March 21, 2025Closing market price of $106.88 used to determine fair market value for tax withholding.
March 22, 2025Conversion of 458 Restricted Stock Units into Common Stock.
March 23, 2025Conversion of 863 Restricted Stock Units into Common Stock.
March 23, 2026862 of the 3,449 RSUs granted on March 23, 2023 will vest.
March 23, 2027862 of the 3,449 RSUs granted on March 23, 2023 will vest.
March 25, 2025Date of Form 4 filing.

Keywords

Form 4, Ollie's Bargain Outlet, Larry Kraus, Restricted Stock Units, Common Stock, Vesting, Tax Liability, Insider Trading

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