As of March 23, 2026, the three largest insider holders of OLLI are John W Swygert (Executive Chairman, 48.20K shares), Kenneth Robert Bertram (Svp, General Counsel, 28.63K shares), Jay Stasz (Svp, Cfo, 23.32K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| John W Swygert | Executive Chairman | 48,200 | 0 | 11 Feb, 2026 |
| Kenneth Robert Bertram | Svp, General Counsel | 28,630 | 0 | 05 Aug, 2021 |
| Jay Stasz | Svp, Cfo | 23,321 | 0 | 29 Mar, 2022 |
| Stephen W White | 17,479 | 0 | 02 Apr, 2025 | |
| Kevin Mclain | Svp, Merchandising | 12,814 | 0 | 02 Apr, 2025 |
| Richard F Zannino | 11,198 | 0 | 02 Apr, 2025 | |
| Der Valk Eric Van | President And Ceo | 9,816 | 0 | 05 Feb, 2026 |
| Alissa M Ahlman | 9,012 | 0 | 29 Dec, 2025 | |
| Abid Rizvi | 4,182 | 0 | 02 Apr, 2025 | |
| Larry Kraus | Svp, Cio | 3,679 | 0 | 15 Oct, 2025 |
| Robert F Helm | Evp/Cfo | 3,641 | 0 | 27 Oct, 2025 |
| James J Comitale | Svp, General Counsel | 2,898 | 0 | 21 Oct, 2025 |
| Ray Daugherty | Svp, Supply Chain | 561 | 0 | 22 Jul, 2021 |
| Scott Osborne | Vp, Store Operations | 537 | 0 | 28 Jun, 2021 |
| Christopher Zender | Evp, Coo | 420 | 0 | 31 Jul, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 09 Feb, 2026 | John W Swygert | Common Stock, par value $0.001 per share | D | 1,126 | $112.06 | 48,200 | D | S |
| 03 Feb, 2026 | John W Swygert | Common Stock, par value $0.001 per share | A | 2,091 | $0.00 | 50,291 | D | M |
| 03 Feb, 2026 | Der Valk Eric Van | Common Stock, par value $0.001 per share | A | 3,717 | $0.00 | 11,478 | D | M |
| 03 Feb, 2026 | John W Swygert | Common Stock, par value $0.001 per share | D | 965 | $108.34 | 49,326 | D | F |
| 03 Feb, 2026 | Der Valk Eric Van | Common Stock, par value $0.001 per share | D | 1,662 | $108.34 | 9,816 | D | F |
| 03 Feb, 2026 | John W Swygert | Restricted Stock Units | D | 2,091 | $0.00 | 6,271 | D | M |
| 03 Feb, 2026 | Der Valk Eric Van | Restricted Stock Units | D | 3,717 | $0.00 | 11,149 | D | M |
| 23 Dec, 2025 | Alissa M Ahlman | Common Stock, par value $0.001 per share | D | 29 | $110.26 | 9,012 | D | S |
| 23 Oct, 2025 | Robert F Helm | Common Stock, par value $0.001 per share | D | 367 | $120.08 | 3,641 | D | S |
| 17 Oct, 2025 | Robert F Helm | Common Stock, par value $0.001 per share | A | 1,504 | $0.00 | 4,777 | D | M |
| 18 Oct, 2025 | James J Comitale | Common Stock, par value $0.001 per share | A | 705 | $0.00 | 3,209 | D | M |
| 17 Oct, 2025 | Robert F Helm | Common Stock, par value $0.001 per share | D | 769 | $124.56 | 4,008 | D | F |
| 18 Oct, 2025 | James J Comitale | Common Stock, par value $0.001 per share | D | 311 | $124.56 | 2,898 | D | F |
| 17 Oct, 2025 | Robert F Helm | Common Stock, par value $0.001 per share | A | 1,493 | $54.01 | 5,501 | D | M |
| 20 Oct, 2025 | James J Comitale | Common Stock, par value $0.001 per share | A | 1,775 | $66.48 | 4,673 | D | M |
| 17 Oct, 2025 | Robert F Helm | Common Stock, par value $0.001 per share | D | 1,493 | $122.92 | 4,008 | D | S |
| 20 Oct, 2025 | James J Comitale | Common Stock, par value $0.001 per share | D | 1,775 | $125.75 | 2,898 | D | S |
| 17 Oct, 2025 | Robert F Helm | Restricted Stock Units | D | 1,504 | $0.00 | 1,504 | D | M |
| 18 Oct, 2025 | James J Comitale | Restricted Stock Units | D | 705 | $0.00 | 0 | D | M |
| 17 Oct, 2025 | Robert F Helm | Employee Stock Option (right to buy) | D | 1,493 | $0.00 | 2,985 | D | M |