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Oatly (NASDAQ: OTLY) CFO discloses ADS, RSU and option holdings on Form 3

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
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.
SEC Form 3
FORM 3UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0104
Estimated average burden
hours per response:0.5
1. Name and Address of Reporting Person*
David Marie-Jose

(Last)(First)(Middle)
ANGFARJEKAJEN 8

(Street)
MALMOSWEDEN211 19

(City)(State)(Zip)

SWEDEN

(Country)
2. Date of Event Requiring Statement (Month/Day/Year)
03/18/2026
3. Issuer Name and Ticker or Trading Symbol
Oatly Group AB [ OTLY ]
3a. Foreign Trading Symbol
5. If Amendment, Date of Original Filed (Month/Day/Year)
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Financial Officer
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
ADSs(1)61,323D
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year)3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date ExercisableExpiration DateTitleAmount or Number of Shares
Stock Options(2) (3) (4)ADSs14,150$21.2D
Explanation of Responses:
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.
2. Each stock option represents a right to receive one ADS in the Issuer.
3. The stock options vest in three equal annual increments beginning 5/30/2025.
4. The stock options expire five years after the relevant vesting date.
Timothy Sjovall, pursuant to power of attorney03/18/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)

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.
Oatly Group Ab

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