Robert F Helm

CIK 1773812 · View on SEC EDGAR ↗

Insider

First SEC filing: Oct. 18, 2022 · Latest: Oct. 18, 2022

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Insider at

Insider transactions

0 buys (P) 2 sells (S) Net: $-227,589 + 72 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

72 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Oct. 23, 2025 OLLI S 10b5-1 367 $120.08 $44,069 3,641 Direct -9.16% Disposed -35.9% (price as of 2026-08-20)
Oct. 17, 2025 OLLI S 10b5-1 1,493 $122.92 $183,520 4,008 Direct -27.14% Disposed -37.4% (price as of 2026-08-20)
April 7, 2025 OLLI S 10b5-1 312 $107.17 $33,437 3,273 Direct -8.70% Disposed -28.2% (price as of 2026-08-20)
April 1, 2025 OLLI S 10b5-1 301 $115.74 $34,838 2,961 Direct -9.23% Disposed -33.5% (price as of 2026-08-20)
April 1, 2025 OLLI S 10b5-1 626 $115.74 $72,453 3,262 Direct -16.10% Disposed -33.5% (price as of 2026-08-20)
April 1, 2025 OLLI S 10b5-1 1,212 $115.74 $140,277 3,888 Direct -23.76% Disposed -33.5% (price as of 2026-08-20)
March 24, 2025 OLLI S 10b5-1 2,145 $108.50 $232,732 3,888 Direct -35.55% Disposed -29.1% (price as of 2026-08-20)
Oct. 17, 2024 OLLI S 10b5-1 2,401 $94.68 $227,327 2,021 Direct -54.30% Disposed -18.7% (price as of 2026-08-20)
May 6, 2024 OLLI S 10b5-1 170 $80.00 $13,600 1,437 Direct -10.58% Disposed -3.8% (price as of 2026-08-20)
April 1, 2024 OLLI S 10b5-1 170 $78.76 $13,389 1,607 Direct -9.57% Disposed -2.3% (price as of 2026-08-20)
March 25, 2024 OLLI S 10b5-1 2,317 $78.14 $181,050 1,777 Direct -56.60% Disposed -1.5% (price as of 2026-08-20)
Feb. 20, 2024 OLLI S 10b5-1 269 $80.00 $21,520 839 Direct -24.28% Disposed -3.8% (price as of 2026-08-20)
Dec. 13, 2023 OLLI S 10b5-1 269 $73.23 $19,699 1,108 Direct -19.54% Disposed 5.1% (price as of 2026-08-20)
Dec. 13, 2023 OLLI S 10b5-1 2,683 $73.23 $196,476 1,377 Direct -66.08% Disposed 5.1% (price as of 2026-08-20)
June 25, 2021 PLCE S 10b5-1 5,780 $95.56 $552,337 31,445 Direct -15.53% Disposed -97.5% (price as of 2026-08-20)
May 7, 2019 PLCE S 10b5-1 227 $110.79 $25,149 853 Direct -21.02% Disposed -97.8% (price as of 2026-08-20)
Jan. 3, 2019 PLCE S 10b5-1 341 $90.00 $30,690 1,190 Direct -22.27% Disposed -97.3% (price as of 2026-08-20)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
April 1, 2026 OLLI Employee Stock Option (right to buy) Common Stock (12,497) $91.24 April 1, 2036 12,497 Acquired
April 1, 2026 OLLI Restricted Stock Units Common Stock (5,480) 5,480 Acquired
April 1, 2026 OLLI Restricted Stock Units Common Stock (1,091) 1,091 Disposed
April 1, 2026 OLLI Restricted Stock Units Common Stock (1,263) 1,263 Disposed
March 23, 2026 OLLI Restricted Stock Units Common Stock (1,294) 1,294 Disposed
Oct. 17, 2025 OLLI Employee Stock Option (right to buy) Common Stock (1,493) $54.01 Oct. 17, 2032 1,493 Disposed
Oct. 17, 2025 OLLI Restricted Stock Units Common Stock (1,504) 1,504 Disposed
April 1, 2025 OLLI Restricted Stock Units Common Stock (4,365) 4,365 Acquired
April 1, 2025 OLLI Employee Stock Option (right to buy) Common Stock (9,117) $114.55 April 1, 2035 9,117 Acquired
April 1, 2025 OLLI Restricted Stock Units Common Stock (1,263) 1,263 Disposed
April 1, 2025 OLLI Employee Stock Option (right to buy) Common Stock (1,212) $74.23 April 1, 2034 1,212 Disposed
March 24, 2025 OLLI Employee Stock Option (right to buy) Common Stock (2,575) $57.98 March 23, 2033 2,575 Disposed
March 23, 2025 OLLI Restricted Stock Units Common Stock (1,293) 1,293 Disposed
Oct. 17, 2024 OLLI Restricted Stock Units Common Stock (1,505) 1,505 Disposed
Oct. 17, 2024 OLLI Employee Stock Option (right to buy) Common Stock (2,985) $54.01 Oct. 17, 2032 2,985 Disposed
April 1, 2024 OLLI Restricted Stock Units Common Stock (5,052) 5,052 Acquired
April 1, 2024 OLLI Employee Stock Option (right to buy) Common Stock (9,692) $74.23 April 1, 2034 9,692 Acquired
March 25, 2024 OLLI Employee Stock Option (right to buy) Common Stock (2,575) $57.98 March 23, 2033 2,575 Disposed
March 23, 2024 OLLI Restricted Stock Units Common Stock (1,294) 1,294 Disposed
Dec. 13, 2023 OLLI Employee Stock Option (right to buy) Common Stock (2,985) $54.01 Oct. 17, 2032 2,985 Disposed
Oct. 17, 2023 OLLI Restricted Stock Units Common Stock (1,504) 1,504 Disposed
March 23, 2023 OLLI Restricted Stock Units Common Stock (5,174) 5,174 Acquired
March 23, 2023 OLLI Employee Stock Option (right to buy) Common Stock (10,299) $57.98 March 23, 2033 10,299 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 3 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Oct. 18, 2022 OLLI Employee Stock Option (right to buy)→ Common Stock (11,940) 11,940 Direct
Oct. 18, 2022 OLLI Restricted Stock Units→ Common Stock (6,017) 6,017 Direct
April 18, 2019 PLCE Common Stock, par value $0.10 per share 1,531 Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2022 $535,097 $12,748 $547,845
2021 $511,154 $787,500 $12,447 $3,061,184
2020 $422,741 $540,000 $4,135 $1,716,896

OLLI

CFO
Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2025 $520,192 $500,011 $499,976 $518,334 $31,649 $2,070,162
2024 $488,462 $375,010 $374,983 $279,125 $31,284 $1,548,864
2022 $121,154 $324,978 $325,007 $9,062 $780,201

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.