Form 4: Logility Supply Chain Solutions Director, Matthew G. McKenna, Reports Disposal of Shares and Stock Options Following Merger

Sentiment:

SEC Form 4


Matthew G. McKenna, a director of Logility Supply Chain Solutions, reported the disposal of common stock and stock options due to the merger with Aptean, Inc., where Logility became a wholly-owned subsidiary of Aptean.

Summary

  • On April 4, 2025, Matthew G. McKenna, a director of Logility Supply Chain Solutions, filed a Form 4 indicating changes in beneficial ownership.
  • This filing is a result of the merger between Logility Supply Chain Solutions and Aptean, Inc., which was finalized on January 24, 2025.
  • As a result of the merger, each share of Logility's common stock was converted into the right to receive $14.30 in cash.
  • Outstanding company stock options with an exercise price equal to or greater than $14.30 were cancelled for no consideration.
  • Stock options with an exercise price less than $14.30 were cancelled and converted into the right to receive a cash amount based on the difference between $14.30 and the exercise price.
  • McKenna disposed of 43,841 shares of common stock at a price of $0.00.
  • McKenna also disposed of multiple stock option holdings, each for 4,000 shares, with exercise prices ranging from $11.94 to $28.93, all at a price of $0.00.

Sentiment

Score: 6

Explanation: The sentiment is neutral as the document primarily reports the execution of a merger agreement and the resulting changes in beneficial ownership. There are no explicit positive or negative implications for the company's future performance.

Future Outlook

The document does not contain any forward-looking statements as it pertains to the completion of a merger.

Industry Context

This announcement reflects the ongoing trend of consolidation within the supply chain solutions industry, as companies seek to expand their capabilities and market reach through mergers and acquisitions.

Comparison to Industry Standards

  • The acquisition of Logility by Aptean is similar to other acquisitions in the supply chain software space, such as Blue Yonder's acquisition of One Network Enterprises, where larger players absorb smaller, specialized firms to enhance their offerings.
  • The cash-out of stock options and common stock at $14.30 per share is a standard procedure in mergers, ensuring that shareholders and option holders receive fair value for their holdings.
  • Comparable companies in the supply chain solutions sector include SAP, Oracle, and Manhattan Associates, which also engage in strategic acquisitions to maintain their competitive edge.

Stakeholder Impact

  • Shareholders received $14.30 in cash for each share of common stock.
  • Option holders received cash for options with an exercise price below $14.30, while options with a higher exercise price were cancelled.

Key Dates

DateDescription
January 24, 2025Date of the Agreement and Plan of Merger between Aptean, Inc. and Logility Supply Chain Solutions, Inc.
April 4, 2025Date of the merger's effective time and the date of the Form 4 filing.
April 4, 2025Transaction date for the disposal of common stock and stock options.
October 29, 2027Expiration date of one of the stock option grants.
January 31, 2027Expiration date of one of the stock option grants.
July 30, 2027Expiration date of one of the stock option grants.
April 30, 2027Expiration date of one of the stock option grants.
January 29, 2026Expiration date of one of the stock option grants.
July 29, 2028Expiration date of one of the stock option grants.
October 31, 2028Expiration date of one of the stock option grants.
April 29, 2028Expiration date of one of the stock option grants.
April 30, 2026Expiration date of one of the stock option grants.
July 31, 2026Expiration date of one of the stock option grants.
October 31, 2025Expiration date of one of the stock option grants.
January 31, 2029Expiration date of one of the stock option grants.
January 31, 2026Expiration date of one of the stock option grants.
October 30, 2026Expiration date of one of the stock option grants.
July 31, 2025Expiration date of one of the stock option grants.
April 30, 2025Expiration date of one of the stock option grants.
April 28, 2029Expiration date of one of the stock option grants.

Keywords

Form 4, Merger, Logility Supply Chain Solutions, Aptean, Beneficial Ownership, Stock Options, Common Stock, Director, McKenna

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