As of April 22, 2026, the three largest insider holders of OLLI are John W Swygert (Executive Chairman, 51.53K shares), John W Swygert (President, Ceo, 50.54K shares), John W Swygert (President, Ceo, 50.54K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| John W Swygert | Executive Chairman | 51,530 | 0 | 03 Apr, 2026 |
| John W Swygert | President, Ceo | 50,542 | 0 | 12 Dec, 2023 |
| John W Swygert | President, Ceo | 50,542 | 0 | 12 Dec, 2023 |
| John W Swygert | Ceo | 48,200 | 0 | 26 Nov, 2024 |
| John W Swygert | Ceo | 48,200 | 0 | 26 Nov, 2024 |
| John W Swygert | Executive Chairman | 48,200 | 0 | 08 Apr, 2026 |
| Stanley Fleishman | - | 32,572 | 0 | 03 Apr, 2026 |
| Stanley Fleishman | - | 29,797 | 0 | 17 Jun, 2024 |
| Kenneth Robert Bertram | Svp, General Counsel | 28,630 | 0 | 05 Aug, 2021 |
| Robert Fisch | - | 24,934 | 0 | 03 Apr, 2026 |
| Jay Stasz | Svp, Cfo | 23,321 | 0 | 29 Mar, 2022 |
| Jay Stasz | Svp, Cfo | 23,321 | 0 | 29 Mar, 2022 |
| Stephen W White | - | 18,570 | 0 | 03 Apr, 2026 |
| Stephen W White | - | 18,570 | 0 | 03 Apr, 2026 |
| Kevin Mclain | Svp, Merchandising | 15,050 | 0 | 03 Apr, 2026 |
| Der Valk Eric Van | President And Ceo | 13,175 | 0 | 03 Apr, 2026 |
| Der Valk Eric Van | President And Ceo | 13,175 | 0 | 03 Apr, 2026 |
| Richard F Zannino | - | 12,289 | 0 | 03 Apr, 2026 |
| Richard F Zannino | - | 12,289 | 0 | 03 Apr, 2026 |
| Kevin Mclain | Svp, Merchandising | 10,610 | 0 | 18 Sep, 2024 |
| Alissa M Ahlman | - | 10,103 | 0 | 03 Apr, 2026 |
| Thomas Hendrickson | - | 0 | 7,343 | 23 Apr, 2025 |
| Thomas Hendrickson | - | 0 | 5,659 | 25 Sep, 2024 |
| Der Valk Eric Van | President | 5,615 | 0 | 25 Sep, 2024 |
| Der Valk Eric Van | President | 5,615 | 0 | 25 Sep, 2024 |
| Larry Kraus | Svp, Cio | 5,524 | 0 | 03 Apr, 2026 |
| Robert F Helm | Evp/Cfo | 5,423 | 0 | 03 Apr, 2026 |
| Abid Rizvi | - | 5,273 | 0 | 03 Apr, 2026 |
| Abid Rizvi | - | 5,273 | 0 | 03 Apr, 2026 |
| James J Comitale | Svp, General Counsel | 4,682 | 0 | 03 Apr, 2026 |
| Thomas Hendrickson | - | 3,503 | 0 | 28 Mar, 2023 |
| James J Comitale | Svp, General Counsel | 3,140 | 0 | 21 Oct, 2024 |
| Mary Baglivo | - | 3,075 | 0 | 03 Apr, 2026 |
| Robert F Helm | Evp/Cfo | 2,856 | 0 | 21 Oct, 2024 |
| Larry Kraus | Svp, Cio | 1,905 | 0 | 07 Jun, 2024 |
| Thomas Hendrickson | - | 1,091 | 0 | 03 Apr, 2026 |
| Christopher Zender | Evp, Coo | 844 | 0 | 03 Apr, 2026 |
| Christopher Zender | Evp, Coo | 844 | 0 | 03 Apr, 2026 |
| Ray Daugherty | Svp, Supply Chain | 561 | 0 | 22 Jul, 2021 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 07 Apr, 2026 | John W Swygert | Common Stock, par value $0.001 per share | D | 3,330 | $95.80 | 48,200 | D | S |
| 01 Apr, 2026 | Kevin Mclain | Common Stock, par value $0.001 per share | A | 842 | $0.00 | 15,117 | D | M |
| 01 Apr, 2026 | Thomas Hendrickson | Common Stock, par value $0.001 per share | A | 1,091 | $0.00 | 1,091 | D | M |
| 01 Apr, 2026 | Larry Kraus | Common Stock, par value $0.001 per share | A | 758 | $0.00 | 5,585 | D | M |
| 01 Apr, 2026 | Robert Fisch | Common Stock, par value $0.001 per share | A | 1,091 | $0.00 | 24,934 | D | M |
| 01 Apr, 2026 | Christopher Zender | Common Stock, par value $0.001 per share | A | 764 | $0.00 | 1,184 | D | M |
| 01 Apr, 2026 | Stanley Fleishman | Common Stock, par value $0.001 per share | A | 1,091 | $0.00 | 32,572 | D | M |
| 01 Apr, 2026 | Abid Rizvi | Common Stock, par value $0.001 per share | A | 1,091 | $0.00 | 5,273 | D | M |
| 01 Apr, 2026 | John W Swygert | Common Stock, par value $0.001 per share | A | 5,894 | $0.00 | 54,094 | D | M |
| 01 Apr, 2026 | Alissa M Ahlman | Common Stock, par value $0.001 per share | A | 1,091 | $0.00 | 10,103 | D | M |
| 01 Apr, 2026 | James J Comitale | Common Stock, par value $0.001 per share | A | 758 | $0.00 | 4,743 | D | M |
| 01 Apr, 2026 | Stephen W White | Common Stock, par value $0.001 per share | A | 1,091 | $0.00 | 18,570 | D | M |
| 01 Apr, 2026 | Robert F Helm | Common Stock, par value $0.001 per share | A | 1,263 | $0.00 | 5,536 | D | M |
| 01 Apr, 2026 | Der Valk Eric Van | Common Stock, par value $0.001 per share | A | 1,853 | $0.00 | 13,981 | D | M |
| 01 Apr, 2026 | Der Valk Eric Van | Common Stock, par value $0.001 per share | A | 1,853 | $0.00 | 13,981 | D | M |
| 01 Apr, 2026 | John W Swygert | Common Stock, par value $0.001 per share | A | 5,894 | $0.00 | 54,094 | D | M |
| 01 Apr, 2026 | Christopher Zender | Common Stock, par value $0.001 per share | A | 764 | $0.00 | 1,184 | D | M |
| 01 Apr, 2026 | Richard F Zannino | Common Stock, par value $0.001 per share | A | 1,091 | $0.00 | 12,289 | D | M |
| 01 Apr, 2026 | Abid Rizvi | Common Stock, par value $0.001 per share | A | 1,091 | $0.00 | 5,273 | D | M |
| 01 Apr, 2026 | Richard F Zannino | Common Stock, par value $0.001 per share | A | 1,091 | $0.00 | 12,289 | D | M |