FIVE Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for FIVE. 4 published articles.
Insider Activity
Over the trailing 90-day window, FIVE insiders completed five open-market sales totaling $5.4M with no offsetting purchases, yielding an insider sentiment score of 0/100. Notable transactions included sales by director Ronald Sargent ($2.3M on 2026-03-25), COO Kenneth Bull ($1.4M on 2026-03-23), and director Richard Markee ($696.1K on 2026-03-30). The stock declined 0.5% over the period, while institutional 13F holders showed accumulation activity. The absence of insider buying and cluster activity suggests limited positive conviction from company insiders during this interval.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 6, 2026 | MARKEE RICHARD Ldirector | Grant | 96 | $231.10 |
| May 6, 2026 | VAUGHN MIMI ECKELdirector | Grant | 96 | $231.10 |
| May 6, 2026 | RYAN THOMAS Mdirector | Grant | 96 | $231.10 |
| May 6, 2026 | Lathi Dinesh S.director | Grant | 134 | $231.10 |
| Apr 22, 2026 | Poliner Grahamofficer: CSBIAO | Grant | 155 | — |
| Apr 22, 2026 | Gellerman Maureen Marieofficer: CHRO | Grant | 155 | — |
| Apr 22, 2026 | Jhunjhunwala Amitofficer: Chief Information Officer | Grant | 571 | — |
| Apr 22, 2026 | SPECTER ERIC Mofficer: CAO | Grant | 701 | — |
| Apr 22, 2026 | BULL KENNETH Rofficer: COO | Grant | 1,946 | — |
| Mar 30, 2026 | MARKEE RICHARD Ldirector | Sell | 3,000 | $232.04 |
| Mar 25, 2026 | SARGENT RONALDdirector | Sell | 10,000 | $231.28 |
| Mar 24, 2026 | Poliner Grahamofficer: CSBIAO | Tax | 218 | $227.42 |
| Mar 24, 2026 | Gellerman Maureen Marieofficer: CHRO | Tax | 62 | $227.42 |
| Mar 24, 2026 | Park Winifreddirector, officer: President and CEO | Tax | 2,580 | $227.42 |
| Mar 24, 2026 | Poliner Grahamofficer: CSBIAO | Tax | 103 | $227.42 |
Source: FIVE SEC Form 4 filings, latest May 6, 2026. For informational purposes only — not investment advice.
Research
Off-Price Retail Scorecard: Ranking OLLI, FIVE, BURL, TJX, and ROST on Growth and Margins
TJX leads the off-price retail group with 12% operating margins and 54% ROE, while Ollie's offers the best value at 23x forward P/E with double-digit revenue growth. Five Below commands the richest valuation despite the weakest earnings track record, making it the least attractive risk/reward in the group.
OLLIBURLTJXWhich off-price retailer has the most runway: Ollie's at 559 stores or Five Below at 1,750+?
Ollie's Bargain Outlet has the most store growth runway among off-price retailers, with ~133% unit growth potential from 559 to 1,300+ stores, the highest operating margins (11.2%), and the cleanest balance sheet (0.37x debt/equity). Five Below has ~100% remaining growth to 3,500 stores but faces margin pressure from its Five Beyond format shift, while Burlington is the most mature with ~80% unit growth left and the highest leverage.
OLLIBURLAt what store count does Ollie's SG&A leverage inflect enough to expand operating margins?
Ollie's SG&A as a percentage of sales has remained stuck at 26-28% despite growing from 431 to 645 stores over four years, with the leverage inflection likely occurring around 700-750 stores (late FY2026) when growth rates moderate, bankruptcy-acquired stores mature, and fixed-cost absorption accelerates — potentially pushing operating margins above 12% for the first time on a sustained basis.
OLLICan Ollie's maintain unit economics as it accelerates from 50 to 75+ stores per year?
Ollie's opened 86 stores in the first 39 weeks of FY2025 — more than double the prior-year pace — while maintaining operating margins at 10.1% and capex per store near the $1.0M target model. SG&A leverage, declining per-store pre-opening costs, and distribution capacity to 750 stores suggest unit economics are holding through the acceleration, though pre-opening expenses as a percentage of sales have doubled and will require monitoring as annual openings push higher.
OLLIDG
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