Zahr Marc's Form 4 filing
Blue Owl Capital Inc.OWL · filed Mar 18, 2025
- Accession no.
- 0000950170-25-041637
- Filed
- Mar 18, 2025
- Trade date
- Mar 14, 2025
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Not checked
This filing lists 1 derivative transaction. It was filed 4 days after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Zahr MarcCIK 0001901889 | Director, Officer (Co-President) |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
This filing has no transactions of this kind.
Derivative securities (Table II)
Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.
| Trade date | Security | Transaction | Underlying shares | Unit price | Value | Held after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Mar 14, 2025 | Class A common Stock | SSaleDisposed | −8,250,000 | –F1 | – | 1 | Direct |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
- F1
On March 14, 2025, the Reporting Person entered into a derivative agreement (the "Agreement") for estate planning purposes with James J. Hennessey, as trustee (the "Trustee") of the Zahr Family Gift Trust (the "Trust") pursuant to which the Reporting Person sold Trustee a derivative for an aggregate amount equal to $102,497,000. The Settlement Date is March 14, 2034 or, if earlier, the date of the Reporting Person's death. Within 120 days after the Settlement Date, an amount equal to the fair market value of the Blue Owl Interests (as defined below) as of the Settlement Date less $1,000,000 (the "Hurdle Amount") shall be determined. If such amount is greater than zero, the Reporting Person shall pay such amount to the Trustee within thirty days.
Referenced by the price of 1 transaction in Table II.