Helm Robert F 4

4 · Ollie's Bargain Outlet Holdings, Inc. · Filed Mar 25, 2026

AI-generated summary of this filing

Updated Mar 25, 2026

Ollie's (OLLI) CFO Robert Helm Receives RSUs; 662 Shares Withheld

What Happened

Robert F. Helm, EVP and CFO of Ollie's Bargain Outlet Holdings (OLLI), had 1,294 restricted stock units (RSUs) convert into common stock on March 23, 2026.
Of the 1,294 shares that vested, 662 were surrendered/withheld to cover federal and state tax withholding obligations at a per-share fair market value of $94.45, totaling $62,526. The conversion price/exercise price was $0 (RSUs convert one-for-one into shares).
Net shares delivered to Helm from this vesting were 632 shares (1,294 vested − 662 withheld). This was not an open-market sale but a withholding to satisfy taxes.

Key Details

Transaction date: March 23, 2026; Form 4 filed March 25, 2026 (timely filing).
Converted/vested: 1,294 RSUs → 1,294 common shares at $0 exercise price.
Shares withheld for tax payment: 662 shares at $94.45 per share = $62,526 (value based on closing price on 3/23/2026).
Net shares received: 632 shares.
Footnotes: RSUs convert one-for-one to common stock; withholding was an exempt transaction under Rule 16b‑3(e) — issuer cancelled the withheld shares in exchange for paying the reporting person’s tax obligations. Vesting schedule note: Helm was granted 5,174 RSUs with roughly 25% vesting each anniversary; this represents the March 23, 2026 tranche.
Shares owned after the transaction: not specified in this filing.

Context

This was a routine vesting of RSUs with shares withheld for tax obligations (a common administrative step), not a discretionary open-market sale or purchase. For retail investors, such withholdings do not necessarily signal insider sentiment about the stock.

Form 4

Period: 2026-03-23

EVP/CFO

Transactions

Exercise/Conversion
Common Stock, par value $0.001 per share
[F1][F2]
2026-03-23+1,294→ 4,935 total
Tax Payment
Common Stock, par value $0.001 per share
[F3][F4]
2026-03-23$94.45/sh−662$62,526→ 4,273 total
Exercise/Conversion
Restricted Stock Units
[F5][F1][F6]
2026-03-23−1,294→ 1,293 total
→ Common Stock (1,294 underlying)

Footnotes (6)

[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 March 23, 2026.
[F5]Each of the RSUs represents a contingent right to receive one share of Common Stock at vesting.
[F6]The RSUs vest and become exercisable in 25% installments on each anniversary date of the grant, March 23, 2023, subject to continued service through each applicable vesting date. The reporting person was granted 5,174 RSUs, of which 1,294 vested on March 23, 2024; 1,293 vested on March 23, 2025; 1,294 vested on March 23, 2026; and 1,293 vest on March 23, 2027.

Signature

/s/ James J. Comitale as Attorney-In-Fact|2025-03-25

1 file