Ollie’s Bargain Outlet Holdings, Inc. filings document the formal disclosures of a Delaware off-price retailer focused on brand-name closeout merchandise and excess inventory. Form 8-K reports cover operating and financial results through press-release exhibits, while material-event filings also address merchandising leadership succession, shareholder voting matters, capital-structure disclosures and governance updates.
The company’s proxy materials describe board and committee governance, executive compensation, director elections and annual meeting proposals. They also provide business context for Ollie’s flexible buying model, store expansion, supplier relationships and the scale benefits associated with its opportunistic sourcing strategy.
FMR LLC filed an amendment to Schedule 13G reporting ownership of 6,765,175.05 shares of Ollie's Bargain Outlet Holdings Inc. The filing states this represents 11.1% of the company's common stock as reported on the cover. The schedule lists voting and dispositive powers held by FMR LLC and notes other persons may have rights to dividends or proceeds; no other person holds more than 5%. Signature and power-of-attorney details are included.
Ollie’s Bargain Outlet Holdings, Inc. is asking stockholders to vote at its June 11, 2026 annual meeting on three items: electing 10 directors, approving an advisory vote on executive pay, and ratifying KPMG as independent auditor for Fiscal 2026.
The company highlights rapid expansion, opening 86 new stores in fiscal 2025 to reach 645 locations across 34 states, with a long-term goal of 1,300 stores. It emphasizes a flexible closeout-focused buying model, strong balance sheet with no meaningful long-term debt, and capital returns, including share buybacks and a new $300 million repurchase authorization through March 31, 2029.
The proxy details board composition, committee structure and independence, say‑on‑pay practices, stock ownership guidelines for directors and executives, risk oversight (including cybersecurity), and ESG initiatives such as LED retrofits, recycling, equal employment policies, leadership development, and whistleblower protections.
Ollie's Bargain Outlet Holdings Inc ownership disclosure: Vanguard Capital Management reported beneficial ownership of 3,223,420 shares of Common Stock, representing 5.28% of the class as of 03/31/2026.
The filing states Vanguard Capital Management holds sole voting power for 469,325 shares and sole dispositive power for 3,223,420 shares, and that these holdings include securities held for Vanguard funds and managed accounts on behalf of others.
Ollie's Bargain Outlet Holding amendment reports Wasatch Advisors beneficially owns 2,990,323 shares representing 4.9% of the class.
The filing states Wasatch has sole voting power for 1,947,837 shares and sole dispositive power for 2,990,323. The form is signed on 04/23/2026 by Mike Yeates, CEO.
Ollie's Bargain Outlet Holdings, Inc. Executive Chairman John W. Swygert sold 3,330 shares of common stock in an open-market transaction. The shares were sold at a weighted average price of $95.80 per share across multiple trades priced between $95.02 and $97.32.
After this sale, Swygert directly holds 48,200 shares of Ollie's common stock. According to a footnote, the transaction was made pursuant to an agreement adopted during an open trading window on June 23, 2025, under a Rule 10b5-1 trading plan disclosed in a prior Form 10-Q.
Insider sales notice for OLLI: proposed dispositions reported under Form 144. The filing lists multiple 10b5-1 sales by John Swygert: 5,231 shares on 03/31/2026 for $481,711.28, 3,898 shares on 03/27/2026 for $348,494.45, and 1,126 shares on 02/09/2026 for $126,179.56. The filing also shows 3,330 Restricted Stock Units dated 04/01/2026.
Ollie's Bargain Outlet Holdings, Inc. Executive Chairman John W. Swygert reported routine equity compensation activity. On April 1, 5,894 Restricted Stock Units vested and converted into an equal number of common shares, increasing his direct holdings.
To cover taxes from this vesting, 2,564 common shares were withheld and cancelled at a fair market value of $91.24 per share, under an exempt tax-withholding transaction. After these events, he directly owns 51,530 common shares. The original RSU grant was 23,575 units vesting in four annual installments from April 1, 2025 through April 1, 2028.
Ollie's Bargain Outlet Holdings, Inc. senior vice president of merchandising Kevin McLain reported routine equity compensation activity. On April 1, 2026, 842 and 546 restricted stock units (RSUs) vested and converted on a one-for-one basis into a total of 1,388 shares of common stock at a $0 exercise price.
To cover federal and state tax withholding from these RSU vestings, 372 and 241 shares (613 total) of common stock were withheld and cancelled at a fair market value of $91.24 per share, an exempt transaction under Section 16b-3(e). After these transactions, McLain directly owned 15,050 shares of common stock.
Footnotes state that one RSU grant of 3,368 units vests in 25% annual installments, with 842 units vesting on each of April 1, 2025, 2026, 2027, and 2028, subject to continued service. A separate grant of 1,091 RSUs vests 50% on April 1, 2026 and 50% (545 units) on April 1, 2027, also subject to continued service.
Ollie's Bargain Outlet director Abid Rizvi reported routine equity compensation activity. On April 1, 2026, 1,091 Restricted Stock Units vested and converted into 1,091 shares of common stock on a one-for-one basis.
On the same date, Rizvi received a new grant of 1,644 RSUs, which will vest in full on April 1, 2027. Following these transactions, he directly owns 5,273 shares of common stock and 1,644 RSUs. All transactions reflect awards and conversions, not open-market buying or selling.