Oatly (OTLY) SVP Simon Broadbent reports initial ADS, share and option holdings
Filing Impact
Filing Sentiment
Form Type
3
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
Broadbent Simon Kenneth James
Role
SVP Operations & Sust.
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Stock Options | -- | -- | -- |
| holding | Ordinary Shares | -- | -- | -- |
| holding | ADSs | -- | -- | -- |
Holdings After Transaction:
Stock Options — 11,666 shares (Direct);
Ordinary Shares — 381,186 shares (Direct);
ADSs — 35,840 shares (Direct)
Footnotes (1)
- Ordinary Shares may be converted into ADSs at a conversion ratio of 20-to-1, at the election of the Reporting Person. Includes RSUs, each RSU represents a right to receive one ADS in the Issuer. 2,017 RSUs will vest on 5/30/2026, 1,334 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 Simon Broadbent’s Form 3 filing show for Oatly (OTLY)?
The Form 3 shows Simon Broadbent’s initial ownership in Oatly. He holds 381,186 Ordinary Shares, 35,840 ADSs, and stock options over 11,666 ADSs, giving visibility into his equity-based stake as SVP Operations & Sustainability.
What stock options does Simon Broadbent hold in Oatly according to the Form 3?
Broadbent holds stock options tied to 11,666 underlying ADSs at an exercise price of $21.20 per ADS. These options vest in three equal annual installments beginning May 30, 2025 and expire five years after each respective vesting date.
What RSU vesting schedule is disclosed for Simon Broadbent’s Oatly ADSs?
The RSUs referenced in the ADS total vest over multiple years. 2,017 RSUs vest on May 30, 2026; 1,334 RSUs vest in two equal annual installments beginning May 30, 2026; and 30,504 RSUs vest in three equal annual installments beginning May 30, 2026.