Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ollie's Bargain Outlet Holdings, Inc.OLLI · Entity 3996 | SVP, Merchandising | April 01, 2026 | April 03, 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 April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 15,050 |
Ending reported balance
After 2026-04-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-04-01 · Exercise / conversion · Acquired 842 · Balance 15,117 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 · 2026-04-01 · Tax withholding · Disposed 372 · Balance 14,745 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. Row 3 · 2026-04-01 · Exercise / conversion · Acquired 546 · Balance 15,291 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 4 · 2026-04-01 · Tax withholding · Disposed 241 · Balance 15,050 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,684 |
Reported balance
After 2026-04-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-04-01 · Exercise / conversion · Disposed 842 · Balance 1,684 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: 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 3,368 RSUs, of which 842 vested on April 1, 2025; 842 vested on April 1, 2026; 842 vest on April 1, 2027; and 842 vest on April 1, 2028. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 545 |
Reported balance
After 2026-04-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-04-01 · Exercise / conversion · Disposed 546 · Balance 545 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"). F7: RSUs vest and become exercisable in 50% 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 1,091 RSUs, of which 546 vested on April 1, 2026; and 545 vest on April 1, 2027. |
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 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 3,368 RSUs, of which 842 vested on April 1, 2025; 842 vested on April 1, 2026; 842 vest on April 1, 2027; and 842 vest on April 1, 2028.
F7: RSUs vest and become exercisable in 50% 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 1,091 RSUs, of which 546 vested on April 1, 2026; and 545 vest on April 1, 2027.
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 |
|---|---|---|---|---|---|---|
| September 21, 2016 Filed Sep 23, 2016 20:42 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | SaleCommon Stock, par value $0.001 per share | 10,000 | $26.00 | $260,000.00 |
DisclosureSEC source: 0001140361-16-080622 · form4.xml · nonDerivative · entry 2 McLain Kevin · CIK 0001645276 · SVP, Merchandising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Transactions made pursuant to an agreement adopted on April 15, 2016 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 20:42 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | Exercise / conversionCommon Stock, par value $0.001 per share | 10,000 | $8.03 | $80,300.00 |
DisclosureSEC source: 0001140361-16-080622 · form4.xml · nonDerivative · entry 1 McLain Kevin · CIK 0001645276 · SVP, Merchandising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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: Transactions made pursuant to an agreement adopted on April 15, 2016 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. 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.