Key facts
- This page summarizes Wellington Hadley Harbor Master Investors (Cayman) III L.P.'s Form 4 filing for Olo Inc. (OLO).
- 2 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 04 Jun 2021, 21:48.
Wellington Hadley Harbor Master Investors (Cayman) III L.P. - 19 Mar 2021 Form 4 Insider Report for Olo Inc. (OLO)
- Reporting relationship
- 10%+ Owner
- Issuer ticker
- OLO
- Reported as of
- 19 Mar 2021
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 04 Jun 2021, 21:48:41 UTC
- Prior SEC filing
- 04 Jun 2021
- Source filing
- View source filing
- Reporting owner signature
- Wellington Hadley Harbor Master Investors (Cayman) III L.P. By: Wellington Management Company LLP, as Investment Advisor /s/ Peter McIsaac Title: Authorized Person
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Wellington Hadley Harbor Master Investors (Cayman) III L.P. filed Form 4 for Olo Inc. (OLO) on 04 Jun 2021.
Change
- Previous filing in this sequence was filed on 04 Jun 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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
OLO
transaction
Derivative
Series E Preferred Stock
Conversion of derivative security
- Transaction value
- Shares
- -7,672,695
- Change %
- -100%
- Price
- Shares after
- 0
- Date
- 19 Mar 2021
- Ownership
- Direct
- Underlying class
- Class B Common Stock
- Underlying amount
- 7,672,695
- Exercise price
- Footnotes
- F1
OLO
transaction
Derivative
Class B Common Stock
Conversion of derivative security
- Transaction value
- Shares
- +7,672,695
- Change %
- +2101%
- Price
- Shares after
- 8,037,838
- Date
- 19 Mar 2021
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 7,672,695
- Exercise price
- Footnotes
- F1, F2, 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
The Series E Preferred Stock automatically converted into Class B Common Stock on a 1-for-1 basis upon the closing of the Issuer's initial public offering (the "IPO") without payment of consideration. The Series E Preferred Stock had no expiration date.
Footnote F2
Each share of Class B Common Stock will be convertible at any time at the option of the holder into one share of Class A Common Stock, and has no expiration date. On any transfer of shares of Class B Common Stock, each such transferred share will automatically convert into one share of Class A Common Stock, except for certain "Permitted Transfers" described in the Issuer's amended and restated certificate of incorporation.
Footnote F3
Each share of Class B Common Stock will automatically convert into one share of Class A Common Stock, upon the following: (1) the sale or transfer of such share of Class B Common Stock; and (2) on the final conversion date, defined as the earlier of (a) the trading day immediately following the seventh anniversary of the IPO, (b) the last trading day of the fiscal quarter immediately following the date upon which the then outstanding shares of Class B common stock first represent less than 10% of the aggregate number of the then outstanding shares of Class A common stock and Class B common stock, or (c) the date specified by a vote of the holders of a majority of the outstanding shares of Class B common stock, voting as a single class.