Welcome to our dedicated page for Oatly Group Ab SEC filings (Ticker: OTLY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Oatly Group AB (OTLY) SEC filings page brings together the company’s regulatory disclosures as a foreign private issuer with securities listed on Nasdaq. Oatly furnishes interim condensed consolidated financial statements and related information on Form 6-K, and files an annual report on Form 20-F. These documents provide detailed insight into its revenue, segment performance, operating loss, finance income and expenses, cash flows, assets, liabilities and equity.
In its Form 6-K filings, Oatly includes interim condensed consolidated statements of operations, comprehensive loss, financial position, changes in equity and cash flows. Notes to the financial statements and management’s discussion and analysis of financial condition and results of operations add context on topics such as cost of goods sold, research and development expenses, selling, general and administrative expenses, other operating income and expenses, and income tax expense. Segment tables show performance for Europe & International, North America and Greater China, along with non-IFRS measures like EBITDA, Adjusted EBITDA loss and constant currency revenue.
Oatly also uses Form 6-K to disclose financing arrangements and capital structure changes. Filings describe its 9.25% Convertible Senior PIK Notes due 2028, the issuance of SEK-denominated senior secured floating rate bonds known as Nordic Bonds, and the entry into a SEK 750 million super senior revolving credit facility. They outline security and intercreditor arrangements, supplemental indentures, amended and restated terms and conditions for the notes, and Convertible Note Repurchase Agreements under which certain U.S. Notes are repurchased and cancelled.
Corporate governance and board changes are reported through 6-Ks as well, including the resignation of a director and the appointment of an employee representative to the board in accordance with Swedish law. These filings also indicate when press releases, such as earnings announcements or financing updates, are furnished as exhibits.
On this page, users can access Oatly’s SEC filings as they are made available via EDGAR and use AI-powered summaries to interpret lengthy documents. The summaries help explain key elements of interim reports, capital markets transactions and governance disclosures, while links to the underlying filings allow for deeper review of the company’s official regulatory record.
Oatly Group AB Chief Executive Officer Jean-Christophe Flatin filed an initial ownership report detailing his equity stake in the company. The filing shows direct holdings of 172,708 ADSs, plus stock options exercisable for 81,328 ADSs at an exercise price of 35.2000 and options for 73,584 ADSs at 21.2000.
Footnotes explain additional RSU awards, each representing one ADS. These include 3,526 RSUs vesting on 5/30/2026, 5,856 RSUs vesting on 6/28/2026, 32,704 RSUs vesting in two equal annual increments beginning 5/30/2026, and 95,869 RSUs vesting in three equal annual increments beginning 5/30/2026. The stock options vest in three equal annual increments beginning on either 5/30/2024 or 5/30/2025 and expire five years after each relevant vesting date.
Oatly Group AB executive Daniel Eduardo Ordonez filed an initial ownership report as Global President & COO. The filing shows he directly holds 199,165 ADSs and stock options tied to 73,584 ADSs with an exercise price of $21.2000 per ADS.
The options vest in three equal annual increments beginning 5/30/2025 and expire five years after each vesting date. Footnotes also describe RSU awards, including 25,351 RSUs vesting on 5/30/2026, 32,704 RSUs vesting in two equal annual increments beginning that date, and 95,869 RSUs vesting in three equal annual increments beginning that date.
Oatly Group AB’s Chief Financial Officer David Marie-Jose has filed an initial ownership report. The Form 3 shows direct holdings of 61,323 ADSs, which include restricted stock units (RSUs) that will vest over several years, and 14,150 stock options.
The options each allow the purchase of one ADS at an exercise price of $21.20 and vest in three equal annual increments beginning May 30, 2025. The RSUs have staggered vesting schedules in 2026 and in annual increments starting May 30, 2026, with no voting or dividend rights before vesting.
Oatly Group AB Chief People Officer Christine Shillington filed an initial Form 3 reporting her equity interests in the company. She holds 21,183 ADSs, a figure that includes restricted stock units that will vest over time, and stock options covering 8,750 ADSs with an exercise price of $14.738 per ADS.
The RSUs are scheduled to vest in annual increments beginning on May 30, 2026, and the stock options vest in three equal annual installments starting on May 30, 2025, expiring five years after each vesting date. This filing records her existing ownership rather than new market transactions.
Oatly Group AB executive Simon Kenneth James Broadbent filed an initial ownership report showing his equity stake in the company. He directly holds 381,186 Ordinary Shares, 35,840 ADSs, and stock options covering 11,666 ADSs at an exercise price of $21.20 per ADS.
Footnotes explain that each Ordinary Share can be converted into ADSs at a 20‑to‑1 ratio and that the ADS holdings include RSUs that vest in scheduled annual increments beginning on May 30, 2025 and May 30, 2026. The stock options also vest in three equal annual increments starting May 30, 2025 and expire five years after each vesting date.
Oatly Group AB’s principal accounting officer, Lind Martin Fredrik, has filed an initial ownership report. He directly holds 216,000 Ordinary Shares and 11,106 ADSs. Ordinary Shares may be converted into ADSs at a 20-to-1 ratio at his election. The ADS total includes restricted stock units that vest between May 30, 2026 and later annual increments, with no voting or dividend rights before vesting.
Oatly Group AB director Benjamin David Louis Black reported beneficial ownership of 53,880 Ordinary Shares. These Ordinary Shares may be converted into American Depositary Shares (ADSs) at a 20-to-1 ratio at his election, giving flexibility in how the holdings are represented and traded.
Oatly Group AB director Brok Martin reported his initial holdings in the company’s ADSs. The filing shows direct ownership of 53,951 ADSs, including 2,886 restricted stock units (RSUs). These RSUs will vest in full on the date of Oatly’s next annual general meeting if he continues serving as a director, and they carry no voting or dividend rights before vesting.
Oatly Group AB director Gregory Stephen Christenson filed an initial ownership report showing 9,489 ADSs. This amount includes 2,886 restricted stock units, each representing one ADS, that will vest in full on the date of Oatly’s next annual general meeting, provided he continues to serve as a director through that date. The RSUs carry no voting or dividend rights before they vest.
Oatly Group AB director Hard Lillis Ulf Andreas has filed an initial ownership report showing 449 ADSs held directly. This amount includes restricted stock units (RSUs), each representing a right to receive one ADS. According to the filing, 19 RSUs will vest on 5/30/2026, 50 RSUs will vest in two equal annual increments beginning 5/30/2026, and 261 RSUs will vest in three equal annual increments beginning 5/30/2026. The RSUs carry no voting or dividend rights before they vest.