Ollie’s Bargain Outlet (OLLI) CFO granted RSUs and 12,497 options
Rhea-AI Filing Summary
Ollie's Bargain Outlet Holdings, Inc. EVP/CFO Robert F. Helm reported equity compensation activity and related tax withholding. On April 1, 2026, restricted stock units (RSUs) for 1,263 and 1,091 shares vested and converted one-for-one into common stock.
To cover tax obligations from these vestings, Helm had 646 and 558 common shares withheld at a fair market value of $91.24 per share, an exempt Section 16b-3(e) transaction rather than an open-market sale. Following these events, he held 5,423 common shares directly.
He also received new awards of 5,480 RSUs and 12,497 employee stock options exercisable at $91.24 per share, with the options expiring on April 1, 2036. Both the new RSUs and options vest in 25% annual installments beginning April 1, 2027, subject to continued service.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 1,150 shares
Net Buy
8 txns
Insider
Helm Robert F
Role
EVP/CFO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 1,263 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units | 1,091 | $0.00 | $0.00 |
| Grant/Award | Restricted Stock Units | 5,480 | $0.00 | $0.00 |
| Grant/Award | Employee Stock Option (right to buy) | 12,497 | $0.00 | $0.00 |
| Exercise | Common Stock, par value $0.001 per share | 1,263 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock, par value $0.001 per share | 646 | $91.24 | $59K |
| Exercise | Common Stock, par value $0.001 per share | 1,091 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock, par value $0.001 per share | 558 | $91.24 | $51K |
Holdings After Transaction:
Restricted Stock Units — 11,280 shares (Direct);
Employee Stock Option (right to buy) — 12,497 shares (Direct);
Common Stock, par value $0.001 per share — 5,423 shares (Direct)
Footnotes (9)
- F1. Represents the conversion upon vesting of a restricted stock award into common stock ("Common Stock").
- F2. Restricted Stock Units ("RSUs") convert into Common Stock on a one-for-one basis.
- F3. Exempt transaction pursuant to Section 16b-3(e) - payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were relinquished by the reporting person and cancelled by the issuer in exchange for the issuer's agreement to pay federal and state tax withholding obligations of the reporting person resulting from the vesting of restricted stock units.
- F4. The price reported in column 4 is equivalent to the fair market value based on the closing market price as of April 1, 2026.
- F5. Each of the RSUs represents a contingent right to receive one share of Common Stock at vesting.
- F6. RSUs vest and become exercisable in 25% installments on each anniversary date of the grant, April 1, 2024, subject to continued service through each applicable vesting date. The reporting person was granted 5,052 RSUs, of which 1,263 vested on April 1, 2025; 1,263 vested on April 1, 2026; 1,263 vest on April 1, 2027; and 1,263 vest on April 1, 2028.
- F7. RSUs vest and become exercisable in 25% installments on each anniversary date of the grant, April 1, 2025, subject to continued service through each applicable vesting date. The reporting person was granted 4,365 RSUs, of which 1,091 vested on April 1, 2026; 1,092 vest on April 1, 2027; 1,091 vest on April 1, 2028; and 1,091 of the RSUs vest on April 1, 2029.
- F8. RSUs vest and become exercisable in 25% installments on each anniversary date of the grant, April 1, 2026, subject to continued service through each applicable vesting date. The reporting person was granted 5,480 RSUs, of which 1,370 vest on April 1, 2027; 1,370 vest on April 1, 2028; 1,370 vest on April 1, 2029; and 1,370 vest on April 1, 2030.
- F9. Options vest and become exercisable in 25% installments on each anniversary date of the grant, April 1, 2026, subject to continued service through each applicable vesting date. The reporting person was granted 12,497 options, of which 3,124 vest on April 1, 2027; 3,125 vest on April 1, 2028; 3,124 vest on April 1, 2029; and 3,124 vest on April 1, 2030.
Key Figures
RSUs vested into common stock: 1,263 shares
Additional RSUs vested: 1,091 shares
Shares withheld for taxes: 646 shares
+5 more
8 metrics
RSUs vested into common stock
1,263 shares
Converted into common stock on April 1, 2026
Additional RSUs vested
1,091 shares
Converted into common stock on April 1, 2026
Shares withheld for taxes
646 shares
Tax withholding on RSU vesting at $91.24 per share
Additional tax withholding shares
558 shares
Tax withholding on RSU vesting at $91.24 per share
New RSU grant
5,480 RSUs
Granted April 1, 2026, vesting 2027-2030
New stock option grant
12,497 options
Exercise price $91.24, expiring April 1, 2036
Common shares held after transactions
5,423 shares
Direct ownership after April 1, 2026 events
Option exercise price
$91.24 per share
Employee stock option grant to CFO
Key Terms
Restricted Stock Units, Section 16b-3(e), fair market value, employee stock option, +1 more
5 terms
Restricted Stock Units financial
"Restricted Stock Units ("RSUs") convert into Common Stock on a one-for-one basis."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Section 16b-3(e) regulatory
"Exempt transaction pursuant to Section 16b-3(e) - payment of exercise price or tax liability by delivering or withholding securities"
fair market value financial
"The price reported in column 4 is equivalent to the fair market value based on the closing market price as of April 1, 2026."
The price a willing buyer and a willing seller would agree on for an asset or security when neither is under pressure and both have access to the same information. Think of it as the market’s neutral estimate of what something is worth, like the price two neighbors would settle on for a car after comparing similar listings. Investors care because fair market value guides buying and selling decisions, tax reporting, portfolio valuation, and how accurately company assets are reflected in financial statements.
employee stock option financial
"Employee Stock Option (right to buy)"
An employee stock option is a promise that lets a worker buy company shares later at a predetermined price, often after they stay for a certain period or meet performance goals — think of it like a coupon that locks in today's price for a future purchase. It matters to investors because options align employees’ incentives with company performance, can increase the number of shares outstanding (dilution) when exercised, and represent a compensation cost that affects reported profits and shareholder value.
vesting financial
"RSUs vest and become exercisable in 25% installments on each anniversary date of the grant"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transactions did OLLI EVP/CFO Robert F. Helm report?
Robert F. Helm reported RSU vestings converting into common stock, related tax-withholding share dispositions, and new grants of RSUs and employee stock options. These are compensation-related equity transactions, not open-market purchases or sales of Ollie's Bargain Outlet stock.
What new RSU awards did OLLI grant to its CFO in this filing?
The company granted Robert F. Helm 5,480 restricted stock units. These RSUs vest in 25% annual installments on each anniversary of April 1, 2026, from 2027 through 2030, contingent on his continued service with Ollie’s Bargain Outlet.
What stock options were granted to the OLLI CFO and at what exercise price?
Robert F. Helm received 12,497 employee stock options to buy common stock at an exercise price of $91.24 per share. These options vest in four equal annual installments starting April 1, 2027, and expire on April 1, 2036.
Were any of the OLLI CFO’s reported transactions open-market sales of stock?
No open-market sales were reported. The only disposals were 646 and 558 shares withheld to satisfy tax obligations on RSU vesting, treated as exempt Section 16b-3(e) transactions rather than discretionary sales into the market.
How do OLLI CFO Robert F. Helm’s RSUs convert into common stock?
Each restricted stock unit converts into one share of common stock upon vesting. The filing states that RSUs convert on a one-for-one basis and vest in 25% annual installments on specified April 1 dates, subject to continued service.