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.
Reporting person: Daniel H. Meyer, a director of Olo Inc. (OLO). The Form 4 shows a sale of 6,000 shares of Class A common stock on 08/12/2025 at a weighted average price of $10.2005 per share. The filing discloses additional positions: 125,324 shares reported as directly beneficially owned, 470,275 shares held indirectly by The Daniel H. Meyer Investment Trust, and 348,270 shares held indirectly by the DHM 2012 Gift Trust. The report includes disclaimers that certain shares are disclaimed as beneficially owned except to the extent of pecuniary interest and that some shares are held by the reporting person’s child.
Olo Inc. has entered into a definitive agreement to be acquired by Project Hospitality Parent, an affiliate of Thoma Bravo, for $10.25 cash per share. The offer represents a 65 % premium to the $6.20 closing price on 30-Apr-25 (unaffected date) and values all outstanding Class A and Class B shares. Upon closing, Olo will become a wholly-owned subsidiary, its NYSE listing will be withdrawn, and public reporting will cease.
A virtual special meeting is set for 9-Sep-25. Approval requires: (i) a majority of total voting power of all shares and (ii) a separate majority of Class B voting power plus 66 2/3 % of outstanding voting power entitled to elect directors. Supporting shareholders holding ~30 % of shares and 78.5 % of voting power have signed voting agreements. The board unanimously recommends voting FOR the merger, an advisory say-on-pay proposal, and a potential adjournment if more time is needed.
Holders will receive cash; equity awards convert to cash or are cancelled per plan terms. Appraisal rights are available under DGCL §262 for those who dissent. If the deal is not completed, Olo remains public and may owe Parent a $73.7 m termination fee. Closing is targeted for 2H-25, subject to HSR clearance (waiting period ends 18-Aug-25) and shareholder approval.