Helm Robert F 4

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.