Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ollie's Bargain Outlet Holdings, Inc.OLLI · Entity 3996 | EVP, COO | July 29, 2026 | July 30, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Ollie's Bargain Outlet Holdings, Inc.
Report date July 29, 2026 · Filed July 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 1,264 |
Ending reported balance
After 2026-07-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-29 · Exercise / conversion · Acquired 758 · Balance 1,602 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. Row 2 · 2026-07-29 · Tax withholding · Disposed 338 · Balance 1,264 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 July 29, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,516 |
Reported balance
After 2026-07-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-29 · Exercise / conversion · Disposed 758 · Balance 1,516 F5: Each of the RSUs represents a contingent right to receive one share of Common Stock at vesting. F1: Represents the conversion upon vesting of a restricted stock award into common stock ("Common Stock"). F6: The RSUs vest and become exercisable in 25% installments on each anniversary date of the grant, July 29, 2024, subject to continued service through each applicable vesting date. The reporting person was granted 3,032 RSUs, of which 758 vested on July 29, 2025; 758 vested on July 29, 2026; 758 vest on July 29, 2027; and 758 vest on July 29, 2028. |
Filing footnotes · ownership attribution and instrument terms
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 July 29, 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, July 29, 2024, subject to continued service through each applicable vesting date. The reporting person was granted 3,032 RSUs, of which 758 vested on July 29, 2025; 758 vested on July 29, 2026; 758 vest on July 29, 2027; and 758 vest on July 29, 2028.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 29, 2026 Filed Jul 30, 2026 20:50 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | Exercise / conversionRestricted Stock Units · Derivative | 758 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-083385 · marketforms-73584.xml · derivative · entry 3 Zender Christopher · CIK 0001316931 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,516 Underlying: Common Stock · 758 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each of the RSUs represents a contingent right to receive one share of Common Stock at vesting. F1 · kind: Represents the conversion upon vesting of a restricted stock award into common stock ("Common Stock"). F6 · derivative.exercise_date: The RSUs vest and become exercisable in 25% installments on each anniversary date of the grant, July 29, 2024, subject to continued service through each applicable vesting date. The reporting person was granted 3,032 RSUs, of which 758 vested on July 29, 2025; 758 vested on July 29, 2026; 758 vest on July 29, 2027; and 758 vest on July 29, 2028. F6 · derivative.expiration_date: The RSUs vest and become exercisable in 25% installments on each anniversary date of the grant, July 29, 2024, subject to continued service through each applicable vesting date. The reporting person was granted 3,032 RSUs, of which 758 vested on July 29, 2025; 758 vested on July 29, 2026; 758 vest on July 29, 2027; and 758 vest on July 29, 2028. Read SEC document |
| July 29, 2026 Filed Jul 30, 2026 20:50 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | Tax withholdingCommon Stock, par value $0.001 per share | 338 | $71.37 | $24,123.06 |
DisclosureSEC source: 0001213900-26-083385 · marketforms-73584.xml · nonDerivative · entry 2 Zender Christopher · CIK 0001316931 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,264 F3 · kind: 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 · price: The price reported in column 4 is equivalent to the fair market value based on the closing market price as of July 29, 2026. Read SEC document |
| July 29, 2026 Filed Jul 30, 2026 20:50 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | Exercise / conversionCommon Stock, par value $0.001 per share | 758 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-083385 · marketforms-73584.xml · nonDerivative · entry 1 Zender Christopher · CIK 0001316931 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,602 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents the conversion upon vesting of a restricted stock award into common stock ("Common Stock"). F2 · price: Restricted Stock Units ("RSUs") convert into Common Stock on a one-for-one basis. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 21:00 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | GrantEmployee Stock Option (right to buy) · Derivative | 8,748 | $0.00 Strike: $91.24 | $0.00 |
DisclosureSEC source: 0001213900-26-040009 · marketforms-72885.xml · derivative · entry 5 Zender Christopher · CIK 0001316931 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,748 Underlying: Common Stock · 8,748 shares Expires 2036-04-01 F8 · derivative.exercise_date: 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 8,748 options, of which 2,187 vest on April 1, 2027; 2,187 vest on April 1, 2028; 2,187 vest on April 1, 2029; and 2,187 vest on April 1, 2030. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 21:00 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | GrantRestricted Stock Units · Derivative | 3,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-040009 · marketforms-72885.xml · derivative · entry 4 Zender Christopher · CIK 0001316931 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,836 Underlying: Common Stock · 3,836 shares Expires not disclosed F5 · derivative.exercise_price: Each of the RSUs represents a contingent right to receive one share of Common Stock at vesting. F7 · derivative.exercise_date: 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 3,836 RSUs, of which 959 vest on April 1, 2027; 959 vest on April 1, 2028; 959 vest on April 1, 2029; and 959 vest on April 1, 2030. F7 · derivative.expiration_date: 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 3,836 RSUs, of which 959 vest on April 1, 2027; 959 vest on April 1, 2028; 959 vest on April 1, 2029; and 959 vest on April 1, 2030. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 21:00 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | Exercise / conversionRestricted Stock Units · Derivative | 764 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-040009 · marketforms-72885.xml · derivative · entry 3 Zender Christopher · CIK 0001316931 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,291 Underlying: Common Stock · 764 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each of the RSUs represents a contingent right to receive one share of Common Stock at vesting. F1 · kind: Represents the conversion upon vesting of a restricted stock award into common stock ("Common Stock"). F6 · derivative.exercise_date: 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 3,055 RSUs, of which 764 vested on April 1, 2026; 764 vest on April 1 2027; 763 vest on April 1, 2028; and 764 vest on April 1, 2029. F6 · derivative.expiration_date: 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 3,055 RSUs, of which 764 vested on April 1, 2026; 764 vest on April 1 2027; 763 vest on April 1, 2028; and 764 vest on April 1, 2029. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 21:00 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | Tax withholdingCommon Stock, par value $0.001 per share | 340 | $91.24 | $31,021.60 |
DisclosureSEC source: 0001213900-26-040009 · marketforms-72885.xml · nonDerivative · entry 2 Zender Christopher · CIK 0001316931 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 844 F3 · kind: 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 · price: The price reported in column 4 is equivalent to the fair market value based on the closing market price as of April 1, 2026. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 21:00 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | Exercise / conversionCommon Stock, par value $0.001 per share | 764 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-040009 · marketforms-72885.xml · nonDerivative · entry 1 Zender Christopher · CIK 0001316931 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,184 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents the conversion upon vesting of a restricted stock award into common stock ("Common Stock"). F2 · price: Restricted stock units ("RSUs") convert into Common Stock on a one-for-one basis. Read SEC document |
| July 29, 2025 Filed Jul 31, 2025 20:43 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | Exercise / conversionRestricted Stock Units · Derivative | 758 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-070045 · marketforms-70131.xml · derivative · entry 3 Zender Christopher · CIK 0001316931 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,274 Underlying: Common Stock · 758 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each of the RSUs represents a contingent right to receive one share of Common Stock at vesting. F1 · kind: Represents the conversion upon vesting of a restricted stock award into common stock ("Common Stock"). F6 · derivative.exercise_date: The RSUs vest and become exercisable in 25% installments on each anniversary date of the grant, July 29, 2024, subject to continued service through each applicable vesting date. The reporting person was granted 3,032 RSUs, of which 758 vested on July 29, 2025; 758 vest on July 29, 2026; 758 vest on July 29, 2027; and 758 vest on July 29, 2028. F6 · derivative.expiration_date: The RSUs vest and become exercisable in 25% installments on each anniversary date of the grant, July 29, 2024, subject to continued service through each applicable vesting date. The reporting person was granted 3,032 RSUs, of which 758 vested on July 29, 2025; 758 vest on July 29, 2026; 758 vest on July 29, 2027; and 758 vest on July 29, 2028. Read SEC document |
| July 29, 2025 Filed Jul 31, 2025 20:43 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | Tax withholdingCommon Stock, par value $0.001 per share | 338 | $137.89 | $46,606.82 |
DisclosureSEC source: 0001213900-25-070045 · marketforms-70131.xml · nonDerivative · entry 2 Zender Christopher · CIK 0001316931 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 420 F3 · kind: 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 · price: The price reported in column 4 is equivalent to the fair market value based on the closing market price as of July 29, 2025. Read SEC document |
| July 29, 2025 Filed Jul 31, 2025 20:43 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | Exercise / conversionCommon Stock, par value $0.001 per share | 758 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-070045 · marketforms-70131.xml · nonDerivative · entry 1 Zender Christopher · CIK 0001316931 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 758 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents the conversion upon vesting of a restricted stock award into common stock ("Common Stock"). F2 · price: Restricted stock units ("RSUs") convert into Common Stock on a one-for-one basis. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:00 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | GrantRestricted Stock Units · Derivative | 3,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-028690 · marketforms-68977.xml · derivative · entry 2 Zender Christopher · CIK 0001316931 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,055 Underlying: Common Stock · 3,055 shares Expires not disclosed F2 · derivative.exercise_price: Each of the restricted stock units ("RSUs") represents a contingent right to receive one share of common stock at vesting. F3 · derivative.exercise_date: 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 3,055 RSUs, of which 764 vest on April 1, 2026; 764 vest on April 1, 2027; 763 vest on April 1, 2028; and 764 vest on April 1, 2029. F3 · derivative.expiration_date: 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 3,055 RSUs, of which 764 vest on April 1, 2026; 764 vest on April 1, 2027; 763 vest on April 1, 2028; and 764 vest on April 1, 2029. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:00 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | GrantEmployee Stock Option (right to buy) · Derivative | 6,382 | $0.00 Strike: $114.55 | $0.00 |
DisclosureSEC source: 0001213900-25-028690 · marketforms-68977.xml · derivative · entry 1 Zender Christopher · CIK 0001316931 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,382 Underlying: Common Stock · 6,382 shares Expires 2035-04-01 F1 · derivative.exercise_date: Options 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 6,382 options, of which 1,595 vest on April 1, 2026; 1,596 vest on April 1, 2027; 1,595 vest on April 1, 2028; and 1,596 vest on April 1, 2029. Read SEC document |
| July 29, 2024 Filed Jul 31, 2024 21:01 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | GrantRestricted Stock Units · Derivative | 3,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001013762-24-003298 · marketforms-66626.xml · derivative · entry 2 Zender Christopher · CIK 0001316931 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,032 Underlying: Common Stock · 3,032 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock at vesting. F3 · derivative.exercise_date: The restricted stock units vest and become exercisable in 25% installments on each anniversary date of the grant, July 29, 2024, subject to continued service through each applicable vesting date. The reporting person was granted 3,032 restricted stock units, of which 758 vest on July 29, 2025; 758 vest on July 29, 2026; 758 vest on July 29, 2027; and 758 vest on July 29, 2028. F3 · derivative.expiration_date: The restricted stock units vest and become exercisable in 25% installments on each anniversary date of the grant, July 29, 2024, subject to continued service through each applicable vesting date. The reporting person was granted 3,032 restricted stock units, of which 758 vest on July 29, 2025; 758 vest on July 29, 2026; 758 vest on July 29, 2027; and 758 vest on July 29, 2028. Read SEC document |
| July 29, 2024 Filed Jul 31, 2024 21:01 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | GrantEmployee Stock Option (right to buy) · Derivative | 5,853 | $0.00 Strike: $98.95 | $0.00 |
DisclosureSEC source: 0001013762-24-003298 · marketforms-66626.xml · derivative · entry 1 Zender Christopher · CIK 0001316931 · EVP, COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,853 Underlying: Common Stock · 5,853 shares Expires 2034-07-29 F1 · derivative.exercise_date: Options vest and become exercisable in 25% installments on each anniversary date of the grant, July 29, 2024, subject to continued service through each applicable vesting date. The reporting person was granted 5,853 options, of which 1,464 vest on July 29, 2025; 1,463 vest on July 29, 2026; 1,463 vest on July 29, 2027; and 1,463 vest on July 29, 2028. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.