Oatly (NASDAQ: OTLY) CFO discloses ADS, RSU and option holdings on Form 3
Filing Impact
Filing Sentiment
Form Type
3
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
David Marie-Jose
Role
Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Stock Options | -- | -- | -- |
| holding | ADSs | -- | -- | -- |
Holdings After Transaction:
Stock Options — 14,150 shares (Direct);
ADSs — 61,323 shares (Direct)
Footnotes (1)
- Includes RSUs, each RSU represents a right to receive one ADS in the Issuer. 5,574 RSUs will vest on 6/28/2026, 625 RSUs will vest on 7/11/2026, 12,282 RSUs will vest in two equal annual increments beginning 5/30/2026, and 30,504 RSUs will vest in three equal annual increments beginning 5/30/2026. There are no voting or dividend rights prior to vesting. Each stock option represents a right to receive one ADS in the Issuer. The stock options vest in three equal annual increments beginning 5/30/2025. The stock options expire five years after the relevant vesting date.
FAQ
What does the Oatly (OTLY) Form 3 filing for David Marie-Jose show?
The Form 3 shows Oatly CFO David Marie-Jose’s initial ownership. He holds 61,323 ADSs, including unvested RSUs, and 14,150 stock options exercisable into ADSs at $21.20 per share, with future vesting schedules detailed in the filing’s footnotes.
How many Oatly (OTLY) ADSs does CFO David Marie-Jose beneficially own?
CFO David Marie-Jose beneficially owns 61,323 ADSs directly. This total includes restricted stock units that will convert into ADSs as they vest over time, according to specific vesting dates and increments outlined in the Form 3 footnotes.
What stock option holdings for Oatly (OTLY) are reported for the CFO?
The filing reports 14,150 stock options held by the CFO, each representing a right to receive one ADS at an exercise price of $21.20. These options vest in three equal annual increments beginning May 30, 2025, and expire five years after each relevant vesting date.
What RSU vesting schedule is disclosed for Oatly (OTLY) CFO David Marie-Jose?
The filing states 5,574 RSUs vest on June 28, 2026, and 625 RSUs vest on July 11, 2026. Additionally, 12,282 RSUs vest in two equal annual increments from May 30, 2026, and 30,504 RSUs vest in three equal annual increments from May 30, 2026.
Do Oatly (OTLY) RSUs reported for the CFO carry voting or dividend rights before vesting?
The RSUs reported for the CFO do not carry voting or dividend rights before vesting. Each RSU represents a right to receive one ADS in Oatly Group AB upon vesting, at which point the underlying ADSs would be issued and normal shareholder rights would apply.