Welcome to our dedicated page for Olo SEC filings (Ticker: OLO), 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 Olo Inc. (OLO) SEC filings archive provides a detailed record of the company’s life as a public issuer and its subsequent acquisition by an affiliate of Thoma Bravo. While Olo is now a private, wholly owned subsidiary and no longer files periodic reports, its historical filings on EDGAR document both its operating performance as a restaurant technology provider and the full sequence of its going‑private transaction.
For investors researching Olo’s business, the company’s annual reports on Form 10‑K and quarterly reports on Form 10‑Q (referenced in its earnings releases) contain management’s discussion and analysis, risk factors, segment and product discussions, and reconciliations of non‑GAAP measures such as non‑GAAP gross profit, non‑GAAP operating income, non‑GAAP net income, and free cash flow. These filings also describe key metrics like average revenue per unit (ARPU), dollar-based net revenue retention (NRR), active locations, gross merchandise volume (GMV), and gross payment volume (GPV), along with definitions and management’s rationale for using them.
The current reports on Form 8‑K from 2025 are especially important for understanding the Thoma Bravo transaction. An 8‑K dated July 3, 2025 discloses the Agreement and Plan of Merger with Project Hospitality Parent, LLC and Project Hospitality Merger Sub, Inc., including the treatment of Olo’s Class A and Class B common stock and equity awards. Later 8‑Ks describe regulatory milestones, stockholder approval of the merger at the September 9, 2025 special meeting, the completion of the merger on September 12, 2025, the resulting change in control, and the termination of Olo’s loan agreement in connection with closing. Additional 8‑Ks discuss stockholder litigation and supplemental proxy disclosures related to the merger.
Filings associated with Olo’s transition off the public markets include a Form 25‑NSE dated September 12, 2025, filed by the New York Stock Exchange, notifying the SEC of the removal of Olo’s Class A common stock from listing and registration, and a Form 15 (Form 15‑12G) filed on September 23, 2025, in which Olo certifies the termination of registration of its Class A and Class B common stock under Section 12(g) and the suspension of its reporting obligations under Sections 13 and 15(d). The Form 15 notes that, following the merger, Olo had approximately one holder of record.
On Stock Titan, these historical OLO filings can be paired with AI‑powered summaries that explain the key points of lengthy documents, highlight material terms in merger agreements, and clarify the implications of delisting and deregistration steps. Users can quickly see how Olo described its restaurant technology platform, how its non‑GAAP measures relate to GAAP results, and how the Thoma Bravo acquisition was structured and executed from a regulatory standpoint.
Olo Inc. Form 4 summary: This filing reports insider transactions by Noah H. Glass in connection with a merger effective 09/12/2025. At the Effective Time, the issuer merged into a parent and became a wholly-owned subsidiary. Each outstanding share of Class A and Class B common stock was cancelled and converted into the right to receive $10.25 in cash per share. Outstanding RSUs, PSUs and certain in-the-money options were cancelled and converted into cash replacement amounts or option payments per the Merger Agreement. The reporter holds certain shares indirectly through the Glass Family Trust and disclaims beneficial ownership except to the extent of any pecuniary interest.
Peter J. Benevides, Chief Financial Officer of Olo Inc., reported transactions tied to the Merger Agreement dated July 3, 2025, completed on September 12, 2025, when Olo became a wholly owned subsidiary of Olo Parent, Inc. At the Effective Time each outstanding share of Olo common stock was converted into the right to receive $10.25 in cash per share. The filing shows 728,859 Class A shares issued on vesting of performance-based restricted stock units and a simultaneous cancellation/disposition of 1,401,651 Class A shares in exchange for the merger consideration, leaving the reporting person with 0 shares of Class A common stock following the transactions. Multiple vested, in-the-money stock options totaling 946,288 options were cancelled and converted into cash payments per the merger terms.
Insider report of share dispositions following a merger: The reporting person, a director and 10% owner, disclosed that all outstanding Class A common shares of Olo Inc. were cancelled at the merger effective time and converted into a cash payment of $10.25 per share (net of applicable withholding). The Form 4 shows the reporting person (directly and indirectly) disposed of 533,081 Class A shares in three lines: 117,655 shares directly, 409,426 shares indirectly by Raine Associates II LP, and 6,000 shares indirectly by a family member, leaving 0 shares beneficially owned following the transaction. The dispositions were made pursuant to an Agreement and Plan of Merger under which the issuer became a wholly owned subsidiary of the acquiring parent.
Olo Inc. director Kirkpatrick Lee filed a Form 4 reporting the disposition of all his Olo Class A common stock on 09/12/2025 in connection with a merger. The Form states that Project Hospitality Merger Sub merged into Olo, making Olo a wholly-owned subsidiary of Olo Parent, Inc., and that each outstanding share of Olo common stock was cancelled and automatically converted into the right to receive $10.25 in cash per share (less applicable withholding).
The filing shows reported disposals of 101,045 shares held directly and two indirect holdings of 259,048 and 80,000 shares (held in family trusts), resulting in 0 shares beneficially owned following the transactions. The report includes customary disclaimers regarding trust ownership and pecuniary interest.
Olo Inc. (OLO) Form 4: This filing reports insider transactions by David A. Frankel, a director and 10% owner. On 09/12/2025 the issuer completed a merger in which each outstanding share of Class A and Class B common stock was cancelled and converted into the right to receive $10.25 in cash per share, less applicable taxes. The Form 4 shows a disposition of 123,242 shares of Class A common stock and reports 13,157,966 Class B shares held by Raqtinda Investments LLC, over which the reporting person shares voting and dispositive power with Peter Rosenberg; the reporting person disclaims beneficial ownership except to the extent of pecuniary interest. The form is signed by an attorney-in-fact on 09/12/2025.
FAQ
What is the current stock price of Olo (OLO)?
What is the market cap of Olo (OLO)?
