Olaplex Holdings, Inc. SEC Filings

OLAPLEX HOLDINGS, INC. Chief Executive Officer Amanda Baldwin reported an open-market sale of 451,837 shares of common stock at $1.17 per share. According to the filing, this sale was required to cover tax withholding obligations tied to the vesting of restricted stock units through a “sell to cover” transaction.

After this tax-related sale, Baldwin directly holds 9,129,515 shares of common stock. Because the transaction was executed solely to satisfy tax obligations under the RSU award agreement, it reflects a routine administrative event rather than a discretionary change in investment exposure.

Morgan Stanley Smith Barney LLC Executive Services filed a Form 144 to sell Common stock. The filing lists 402,248 Common shares tied to Restricted Stock Units with an effective sale date of 03/11/2026, identified on NASDAQ for symbol OLPX. The record also shows a prior reported sale by Amanda Baldwin of 398,560 Common shares on 12/12/2025. The transactions are reported in a compensation context.

OLAPLEX HOLDINGS, INC. Chief People Officer Trisha L. Fox reported both a share sale and a large equity award. She sold 26,426 shares of Common Stock at $1.26 per share on March 9, 2026 to cover tax withholding obligations from vesting restricted stock units through a sell-to-cover transaction. On March 10, 2026, she was granted 384,615 RSUs under the 2021 Equity Incentive Plan, which vest in four equal annual installments from March 10, 2027 through March 10, 2030, subject to continued employment. Following these transactions, she directly holds 1,105,784 shares of Common Stock. The filing also notes an earlier transfer of 15,625 shares to her ex-spouse pursuant to a domestic relations order.

OLAPLEX HOLDINGS, INC. General Counsel John C. Duffy reported both a stock sale and a new equity award. On March 9, 2026, he sold 34,824 shares of common stock at $1.26 per share in a sell-to-cover transaction to satisfy tax withholding obligations tied to vesting restricted stock units (RSUs).

On March 10, 2026, he received a new grant of 384,615 RSUs under the 2021 Equity Incentive Plan, with each unit representing one future share of common stock. These RSUs vest in four equal installments on March 10, 2027, 2028, 2029, and 2030, contingent on continued employment. After these transactions, he directly holds 1,017,817 shares of common stock.

DUNLEAVY CATHERINE reported acquisition or exercise transactions in this Form 4 filing.

OLAPLEX HOLDINGS, INC. reported that its COO and CFO, Catherine Dunleavy, received a grant of 1,153,846 shares of Common Stock in the form of restricted stock units under the company’s 2021 Equity Incentive Plan. After this award, she holds 3,120,694 shares directly.

The RSUs carry no purchase price and each unit represents the right to receive one share of common stock. They will vest in four equal installments on March 10 of 2027, 2028, 2029 and 2030, contingent on her continued employment with the company through each vesting date.

Baldwin Amanda reported acquisition or exercise transactions in this Form 4 filing.

Olaplex Holdings, Inc. reported that Chief Executive Officer Amanda Baldwin received a grant of 3,846,154 restricted stock units (RSUs) under the company’s 2021 Equity Incentive Plan. Each RSU represents one share of common stock and vests in four equal annual installments from March 10, 2027 through March 10, 2030, contingent on her continued employment. Following this award, she directly holds 9,581,352 shares of common stock, aligning a substantial portion of her compensation with the company’s future performance.

Olaplex Holdings, Inc. is a prestige haircare company built around patent-protected bond-building technology used by professional stylists and consumers. The brand began with in-salon treatments and an at-home product and has expanded to roughly 30 SKUs aimed at holistic hair health, addressing chemical, thermal and everyday damage.

The company sells through three interconnected channels: professional distributors and salons, specialty beauty retailers, and direct-to-consumer via Olaplex.com and third‑party e-commerce. In 2025, about 48% of net sales were in the U.S. and 52% international, with one customer representing 18% of net sales. Manufacturing is fully outsourced, with one supplier accounting for more than half of 2025 net sales and inventory purchases.

Olaplex highlights a business transformation plan, a refreshed packaging rollout, and a rebuilt innovation engine. In 2025 it launched several new products, including fine-hair shampoos and conditioners, scalp and mask treatments, and acquired Purvala Bioscience to deepen science-based innovation. The company reports over 180 issued patents worldwide and emphasizes competitive, regulatory, supply chain, brand, cybersecurity and transformation execution risks.

Olaplex Holdings reported essentially flat fiscal 2025 net sales of $422.96 million, up 0.1%, but results weakened sharply. The company swung to a GAAP net loss of $9.25 million from net income of $19.52 million, while adjusted EBITDA fell to $93.87 million from $129.67 million, with margin down to 22.2% from 30.7%.

Fourth-quarter 2025 net sales rose 4.3% to $105.12 million, driven by 18.9% growth in Professional and 6.6% in Direct-to-Consumer, partly offset by a 14.5% decline in Specialty Retail. However, Q4 GAAP net loss widened to $13.10 million.

The balance sheet showed $318.73 million of cash and cash equivalents and $352.29 million of long-term debt as of December 31, 2025, reflecting substantial debt reduction over the year. For 2026, Olaplex guides net sales between $414 million and $435 million, with adjusted gross margin of 71%–72% and adjusted EBITDA margin of 21%–22%, slightly below 2025 levels.