Lee Kirkpatrick - 15 Jun 2023 Form 4 Insider Report for Olo Inc. (OLO)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
20 Jun 2023, 17:41:44 UTC
Prior SEC filing
01 Sep 2021
Next SEC filing
05 Mar 2024
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Jennifer C. Wong, Attorney-in-Fact

Key filing fact

Lee Kirkpatrick filed Form 4 for Olo Inc. (OLO) on 20 Jun 2023.

Key facts

  • This page summarizes Lee Kirkpatrick's Form 4 filing for Olo Inc. (OLO).
  • 1 reported transaction and 0 derivative rows are listed below.
  • Accepted by SEC: 20 Jun 2023, 17:41.

Change

  • Previous filing in this sequence was filed on 01 Sep 2021.
  • Current net transaction value: $0.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

OLO transaction

Class A Common Stock

Award

Transaction value
$0
Shares
+37,082
Change %
+927%
Price
$0.000000
Shares after
41,082
Date
15 Jun 2023
Ownership
Direct
Footnotes
F1
OLO holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
259,048
Date
15 Jun 2023
Ownership
See Footnote
Footnotes
F2
OLO holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
80,000
Date
15 Jun 2023
Ownership
See Footnote
Footnotes
F3
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

These shares are represented by restricted stock units (the "RSUs"). Each RSU represents a contingent right to receive one share of Class A Common Stock of the Issuer. The RSUs will vest in three equal annual installments on each of June 15, 2024, June 15, 2025 and June 15, 2026, subject to the Reporting Person's continued service on each such vesting date.

Footnote F2

Represents shares held by the Kirkpatrick Family Trust d/t/d 9/2/1999, of which the Reporting Person and his spouse are the co-settlors and co-trustees. The Reporting Person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

Footnote F3

Represents shares held by the Kirkpatrick Family Delaware Dynasty Trust d/t/d 10/20/2021, of which the Reporting Person is the investment advisor and designated representative, and Reporting Person's spouse is the grantor and trust protector. The Reporting Person disclaims beneficial ownership over such securities except to the extent of his pecuniary interest therein, and the inclusion of these securities in this report shall not be deemed an admission of beneficial ownership of the reported securities for purposes of Section 16 or for any other purposes.

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