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[8-K] Blue Owl Technology Finance Corp. Reports Material Event

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8-K
Rhea-AI Filing Summary

Blue Owl Technology Finance Corp. entered into a Tripartite Agreement that replaces the retiring trustee with Deutsche Bank Trust Company Americas as successor trustee under the Indenture framework. The agreement transfers the retiring trustee's rights, powers, trusts and duties under the Base Indenture dated June 12, 2020 and the Second, Third, Fourth and Fifth Supplemental Indentures (dated September 23, 2020; December 17, 2020; June 14, 2021; and January 21, 2025, respectively), and the Successor Trustee accepts those roles including trustee, security registrar, paying agent, authenticating agent and depositary custodian.

Notably, the Successor Trustee's appointment as paying agent and security registrar is delayed until ten business days after the Tripartite Agreement's effective date. The full Tripartite Agreement is filed as Exhibit 4.1 to the report.

Blue Owl Technology Finance Corp. ha stipulato un Accordo Tripartito che sostituisce il trustee uscente con Deutsche Bank Trust Company Americas in qualità di trustee successore previsto dall'Indenture. L'accordo trasferisce i diritti, i poteri, i trust e gli obblighi del trustee uscente ai sensi del Base Indenture del 12 giugno 2020 e dei Secondo, Terzo, Quarto e Quinto Supplemental Indentures (datati rispettivamente 23 settembre 2020; 17 dicembre 2020; 14 giugno 2021; e 21 gennaio 2025), e il Trustee Successore accetta tali ruoli, inclusi trustee, registro dei titoli, agente per i pagamenti, agente di autenticazione e depositario custode.

Da notare, la nomina del Trustee Successore come agente per i pagamenti e registro dei titoli è posticipata fino a dieci giorni lavorativi dopo la data di efficacia dell'Accordo Tripartito. L'intero Accordo Tripartito è allegato come Exhibit 4.1 al rapporto.

Blue Owl Technology Finance Corp. celebró un Acuerdo Tripartito que sustituye al trustee saliente por Deutsche Bank Trust Company Americas como trustee sucesor en el marco del Indenture. El acuerdo transfiere los derechos, poderes, fideicomisos y obligaciones del trustee saliente en virtud del Base Indenture del 12 de junio de 2020 y de los Segundo, Tercero, Cuarto y Quinto Supplemental Indentures (fechados respectivamente el 23 de septiembre de 2020; 17 de diciembre de 2020; 14 de junio de 2021; y 21 de enero de 2025), y el Trustee Sucesor acepta esos roles, incluidos trustee, registrador de valores, agente pagador, agente autenticador y depositario custodio.

Notablemente, el nombramiento del Trustee Sucesor como agente pagador y registrador de valores se retrasa hasta diez días hábiles después de la fecha de entrada en vigor del Acuerdo Tripartito. El Acuerdo Tripartito completo se presenta como Exhibit 4.1 en el informe.

Blue Owl Technology Finance Corp.는 삼자 합의(Tripartite Agreement)를 체결하여 퇴임하는 수탁자를 인덴처(Indenture) 체계상의 후임 수탁자인 Deutsche Bank Trust Company Americas로 교체했습니다. 이 합의는 2020년 6월 12일자 기본 인덴처(Base Indenture) 및 2020년 9월 23일, 2020년 12월 17일, 2021년 6월 14일, 2025년 1월 21일자 각각의 제2·제3·제4·제5 보충 인덴처(Supplemental Indentures)에 따른 퇴임 수탁자의 권리·권한·신탁·의무를 이전하며, 후임 수탁자는 수탁자(trustee), 증권 등기인(security registrar), 지급대리인(paying agent), 인증대리인(authenticating agent) 및 예탁관리인(depositary custodian) 등의 역할을 수락합니다.

특히, 후임 수탁자가 지급대리인 및 증권 등기인으로서의 임무를 수행하는 시점은 삼자 합의의 효력 발생일로부터 영업일 기준 10일 후로 연기됩니다. 전체 삼자 합의서는 보고서의 Exhibit 4.1로 첨부되어 있습니다.

Blue Owl Technology Finance Corp. a conclu un accord tripartite qui remplace le fiduciaire sortant par Deutsche Bank Trust Company Americas en tant que fiduciaire successeur conformément au cadre de l'Indenture. L'accord transfère les droits, pouvoirs, trusts et obligations du fiduciaire sortant prévus par le Base Indenture daté du 12 juin 2020 et par les deuxième, troisième, quatrième et cinquième Supplemental Indentures (datés respectivement du 23 septembre 2020 ; 17 décembre 2020 ; 14 juin 2021 ; et 21 janvier 2025), et le fiduciaire successeur accepte ces fonctions, y compris celles de trustee, de registraire des titres, d'agent payeur, d'agent d'authentification et de dépositaire conservateur.

Notamment, la désignation du fiduciaire successeur en tant qu'agent payeur et registraire des titres est différée jusqu'à dix jours ouvrables après la date d'entrée en vigueur de l'accord tripartite. L'accord tripartite complet est déposé en tant qu'Exhibit 4.1 dans le rapport.

Blue Owl Technology Finance Corp. hat eine Tripartite Agreement abgeschlossen, durch die der ausscheidende Treuhänder im Rahmen der Indenture durch die Deutsche Bank Trust Company Americas als Nachfolgertreuhänder ersetzt wird. Die Vereinbarung überträgt die Rechte, Befugnisse, Trusts und Pflichten des ausscheidenden Treuhänders aus dem Base Indenture vom 12. Juni 2020 sowie den zweiten, dritten, vierten und fünften Supplemental Indentures (datiert am 23. September 2020; 17. Dezember 2020; 14. Juni 2021; und 21. Januar 2025) und der Nachfolgertreuhänder übernimmt diese Funktionen, einschließlich Treuhänder, Wertpapierregister, Zahlstelle, Authentifizierungsstelle und Depotverwalter.

Bemerkenswert ist, dass die Ernennung des Nachfolgertreuhänders als Zahlstelle und Wertpapierregister erst zehn Geschäftstage nach dem Wirksamkeitsdatum des Tripartite Agreement erfolgt. Das vollständige Tripartite Agreement ist als Anlage Exhibit 4.1 dem Bericht beigefügt.

Positive
  • Successor Trustee appointed: Deutsche Bank Trust Company Americas accepts trustee responsibilities under the Indenture.
  • Comprehensive transfer: Agreement covers the Base Indenture and the Second, Third, Fourth and Fifth Supplemental Indentures, consolidating trustee duties.
Negative
  • Operational delay: Successor Trustee's roles as paying agent and security registrar are not effective until ten business days after the agreement's effective date.

Insights

TL;DR Procedural trustee replacement under existing indentures; paying agent and registrar functions delayed for ten business days.

The Tripartite Agreement documents a transfer of trustee responsibilities from the retiring trustee (Computershare Trust Company, N.A., successor to Wells Fargo Bank, N.A.) to Deutsche Bank Trust Company Americas across the Base Indenture and four supplemental indentures, including the recently executed Fifth Supplemental Indenture. This is a contractual, administrative change that transfers fiduciary and operational duties; the only operational delay explicitly disclosed is a ten-business-day lag before paying agent and security registrar roles become effective. The filing includes the agreement as Exhibit 4.1 for investor review.

TL;DR Trustee succession formalized by Tripartite Agreement; scope covers all listed supplemental indentures and preserves trustee protections and indemnities.

The agreement confirms assignment and acceptance of all rights, indemnities, protections, powers and duties from the retiring trustee to the successor trustee under the Indenture documents listed. The successor expressly accepts the roles of trustee, security registrar, paying agent, authenticating agent and depositary custodian, subject to the stated ten-business-day effective delay for two functions. The executed Tripartite Agreement is provided as Exhibit 4.1, enabling stakeholders to review the precise legal terms.

Blue Owl Technology Finance Corp. ha stipulato un Accordo Tripartito che sostituisce il trustee uscente con Deutsche Bank Trust Company Americas in qualità di trustee successore previsto dall'Indenture. L'accordo trasferisce i diritti, i poteri, i trust e gli obblighi del trustee uscente ai sensi del Base Indenture del 12 giugno 2020 e dei Secondo, Terzo, Quarto e Quinto Supplemental Indentures (datati rispettivamente 23 settembre 2020; 17 dicembre 2020; 14 giugno 2021; e 21 gennaio 2025), e il Trustee Successore accetta tali ruoli, inclusi trustee, registro dei titoli, agente per i pagamenti, agente di autenticazione e depositario custode.

Da notare, la nomina del Trustee Successore come agente per i pagamenti e registro dei titoli è posticipata fino a dieci giorni lavorativi dopo la data di efficacia dell'Accordo Tripartito. L'intero Accordo Tripartito è allegato come Exhibit 4.1 al rapporto.

Blue Owl Technology Finance Corp. celebró un Acuerdo Tripartito que sustituye al trustee saliente por Deutsche Bank Trust Company Americas como trustee sucesor en el marco del Indenture. El acuerdo transfiere los derechos, poderes, fideicomisos y obligaciones del trustee saliente en virtud del Base Indenture del 12 de junio de 2020 y de los Segundo, Tercero, Cuarto y Quinto Supplemental Indentures (fechados respectivamente el 23 de septiembre de 2020; 17 de diciembre de 2020; 14 de junio de 2021; y 21 de enero de 2025), y el Trustee Sucesor acepta esos roles, incluidos trustee, registrador de valores, agente pagador, agente autenticador y depositario custodio.

Notablemente, el nombramiento del Trustee Sucesor como agente pagador y registrador de valores se retrasa hasta diez días hábiles después de la fecha de entrada en vigor del Acuerdo Tripartito. El Acuerdo Tripartito completo se presenta como Exhibit 4.1 en el informe.

Blue Owl Technology Finance Corp.는 삼자 합의(Tripartite Agreement)를 체결하여 퇴임하는 수탁자를 인덴처(Indenture) 체계상의 후임 수탁자인 Deutsche Bank Trust Company Americas로 교체했습니다. 이 합의는 2020년 6월 12일자 기본 인덴처(Base Indenture) 및 2020년 9월 23일, 2020년 12월 17일, 2021년 6월 14일, 2025년 1월 21일자 각각의 제2·제3·제4·제5 보충 인덴처(Supplemental Indentures)에 따른 퇴임 수탁자의 권리·권한·신탁·의무를 이전하며, 후임 수탁자는 수탁자(trustee), 증권 등기인(security registrar), 지급대리인(paying agent), 인증대리인(authenticating agent) 및 예탁관리인(depositary custodian) 등의 역할을 수락합니다.

특히, 후임 수탁자가 지급대리인 및 증권 등기인으로서의 임무를 수행하는 시점은 삼자 합의의 효력 발생일로부터 영업일 기준 10일 후로 연기됩니다. 전체 삼자 합의서는 보고서의 Exhibit 4.1로 첨부되어 있습니다.

Blue Owl Technology Finance Corp. a conclu un accord tripartite qui remplace le fiduciaire sortant par Deutsche Bank Trust Company Americas en tant que fiduciaire successeur conformément au cadre de l'Indenture. L'accord transfère les droits, pouvoirs, trusts et obligations du fiduciaire sortant prévus par le Base Indenture daté du 12 juin 2020 et par les deuxième, troisième, quatrième et cinquième Supplemental Indentures (datés respectivement du 23 septembre 2020 ; 17 décembre 2020 ; 14 juin 2021 ; et 21 janvier 2025), et le fiduciaire successeur accepte ces fonctions, y compris celles de trustee, de registraire des titres, d'agent payeur, d'agent d'authentification et de dépositaire conservateur.

Notamment, la désignation du fiduciaire successeur en tant qu'agent payeur et registraire des titres est différée jusqu'à dix jours ouvrables après la date d'entrée en vigueur de l'accord tripartite. L'accord tripartite complet est déposé en tant qu'Exhibit 4.1 dans le rapport.

Blue Owl Technology Finance Corp. hat eine Tripartite Agreement abgeschlossen, durch die der ausscheidende Treuhänder im Rahmen der Indenture durch die Deutsche Bank Trust Company Americas als Nachfolgertreuhänder ersetzt wird. Die Vereinbarung überträgt die Rechte, Befugnisse, Trusts und Pflichten des ausscheidenden Treuhänders aus dem Base Indenture vom 12. Juni 2020 sowie den zweiten, dritten, vierten und fünften Supplemental Indentures (datiert am 23. September 2020; 17. Dezember 2020; 14. Juni 2021; und 21. Januar 2025) und der Nachfolgertreuhänder übernimmt diese Funktionen, einschließlich Treuhänder, Wertpapierregister, Zahlstelle, Authentifizierungsstelle und Depotverwalter.

Bemerkenswert ist, dass die Ernennung des Nachfolgertreuhänders als Zahlstelle und Wertpapierregister erst zehn Geschäftstage nach dem Wirksamkeitsdatum des Tripartite Agreement erfolgt. Das vollständige Tripartite Agreement ist als Anlage Exhibit 4.1 dem Bericht beigefügt.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

 

 

FORM 8-K

 

 

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 11, 2025

 

 

BLUE OWL TECHNOLOGY FINANCE CORP.

(Exact name of Registrant as Specified in Its Charter)

 

 

 

Maryland   000-55977   83-1273258

(State or Other Jurisdiction

of Incorporation)

 

(Commission

File Number)

 

(IRS Employer

Identification No.)

 

399 Park Avenue

New York, NY

  10022
(Address of Principal Executive Offices)   (Zip Code)

Registrant’s Telephone Number, Including Area Code: (212) 419-3000

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

 

 

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instructions A.2. below):

 

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

 

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

 

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

 

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class

 

Trading

Symbol(s)

 

Name of each exchange

on which registered

Common Stock, par value $0.01 per share   OTF   The New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2 of the Securities Exchange Act of 1934. Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

 

 
 


Item 1.01. Entry into a Material Definitive Agreement.

Tripartite Agreement

On August 11, 2025, Blue Owl Technology Finance Corp. (the “Company”) entered into an agreement of removal, appointment and acceptance (the “Tripartite Agreement”), with Computershare Trust Company, N.A., as successor to Wells Fargo Bank, National Association (the “Retiring Trustee”) and Deutsche Bank Trust Company Americas (the “Successor Trustee”), with respect to the Indenture, dated June 12, 2020 between the Company and the Retiring Trustee (the “Base Indenture”), the second supplemental indenture, dated September 23, 2020 (the “Second Supplemental Indenture”) between the Company and the Retiring Trustee, the third supplemental indenture, dated December 17, 2020 (the “Third Supplemental Indenture”) between the Company and the Retiring Trustee, the Fourth Supplemental Indenture, dated June 14, 2021 (the “Fourth Supplemental Indenture”) between the Company and the Retiring Trustee, and the Fifth Supplemental Indenture, dated January 21, 2025 (the “Fifth Supplemental Indenture” and together with the Base Indenture, the Second Supplemental Indenture, the Third Supplemental Indenture, and the Fourth Supplemental Indenture, the “Indenture”) between the Company and the Retiring Trustee.

The Tripartite Agreement provides that, effective as of the date thereof, (1) the Retiring Trustee assigns, transfers, delivers and confirms to the Successor Trustee all of its rights, title and interest under the Indenture and all of the rights, power, trusts and duties as trustee, security registrar, paying agent, authenticating agent and depositary custodian under the Indenture; and (2) the Successor Trustee accepts its appointment as successor trustee, security registrar, paying agent, authenticating agent and depositary custodian under the Indenture, and accepts the rights, indemnities, protections, powers, trust and duties of or afforded to Retiring Trustee as trustee, security registrar, paying agent, authenticating agent and depositary custodian under the Indenture; provided, however, that the Successor Trustee’s appointment in its capacities as paying agent and security registrar are not effective until ten business days after the effective date of the Tripartite Agreement.

The foregoing description of the Tripartite Agreement is qualified in its entirety by reference to the full text of the Tripartite Agreement, a copy of which is filed hereto as Exhibit 4.1 to this report and is incorporated herein by reference.

Item 9.01. Financial Statements and Exhibits

(d) Exhibits

 

Exhibit
Number
  

Description

4.1    Agreement of Removal, Appointment and Acceptance, dated August 11, 2025, between Blue Owl Technology Finance Corp., Computershare Trust Company, N.A., and Deutsche Bank Trust Company Americas.
104    Cover Page Interactive Data File (embedded within the Inline XBRL document).


SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

 

  Blue Owl Technology Finance Corp.
August 11, 2025   By:  

/s/ Jonathan Lamm

    Name:   Jonathan Lamm
    Title:   Chief Operating Officer and Chief Financial Officer

FAQ

What trustee change did Blue Owl (OTF) disclose?

Blue Owl disclosed a Tripartite Agreement transferring trustee duties from Computershare Trust Company, N.A. (successor to Wells Fargo Bank, N.A.) to Deutsche Bank Trust Company Americas.

Which indentures are covered by the Tripartite Agreement?

The agreement covers the Base Indenture dated June 12, 2020 and the Second, Third, Fourth and Fifth Supplemental Indentures dated September 23, 2020; December 17, 2020; June 14, 2021; and January 21, 2025.

When do the Successor Trustee's paying agent and security registrar roles become effective?

Those roles become effective ten business days after the effective date of the Tripartite Agreement, per the filing.

Where can I find the full Tripartite Agreement filed by Blue Owl (OTF)?

The full agreement is filed as Exhibit 4.1 to the Form 8-K and is incorporated by reference in the report.

Does the filing state which entity was the retiring trustee?

Yes. The retiring trustee is Computershare Trust Company, N.A., identified as successor to Wells Fargo Bank, National Association.
BLUE OWL TECHNOLOGY FIN CORP

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