{"schema_version":"secwatch.filing_event.v1","accession":"0001140361-23-024758","form_type":"8-K","ticker":null,"cik":"0001643269","company_name":"Sumo Logic, Inc.","filed_at":"2023-05-15T23:59:59+00:00","discovered_at":"2026-05-14T18:03:39.805352+00:00","generated_at":"2026-06-15T01:14:56.639062+00:00","sec_items":["1.01","1.02","2.01","2.03","3.01","3.03","5.01","5.02","5.03","8.01","9.01"],"event_type":"m_and_a","sentiment":"neutral","materiality_score":1.0,"calibrated_materiality_score":1.0,"confidence":"high","headline":"Francisco Partners closes $1.7B acquisition of Sumo Logic at $12.05/share","bullets":["All outstanding SUMO shares converted to $12.05 cash; total consideration ~$1.75B.","New $500M term loan and $50M revolver facility entered to partially fund the Merger.","CEO Ramin Sayar resigned; CFO Stewart Grierson moved to COO; Jennifer McCord appointed CFO.","Common stock delisted from Nasdaq effective prior to market open on May 12, 2023.","Board replaced by Katherine Haar and Jennifer McCord; prior directors resigned."],"urls":{"canonical":"https://secwatch.observer/filing/0001140361-23-024758","json":"https://secwatch.observer/filing/0001140361-23-024758.json","markdown":"https://secwatch.observer/filing/0001140361-23-024758.md","text":"https://secwatch.observer/filing/0001140361-23-024758.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1643269/000114036123024758/0001140361-23-024758-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1643269/000114036123024758/brhc20052953_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-15T01:14:56.639062+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"187728b01c","claim":"Randy Gottfried resigned as director at Sumo Logic, Inc..","evidence_excerpt":"The following persons, who were directors of the Company immediately prior to the completion of the Merger, resigned from the board of directors of the Company (the “ Board ”) and the committees of the Board on which they served, if any, at the Effective Time: Joseph Ansanelli, Christian Beedgen, Sandra Bergeron, Margaret Francis, Randy Gottfried, John D. 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Harkey, Jr., Tracey Newell, Ramin Sayar, and Timothy Youngblood.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1643269/000114036123024758/0001140361-23-024758-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"director"}],"fact_type":"executive_change"},{"claim_id":"563123db41","claim":"Sandra Bergeron resigned as director at Sumo Logic, Inc..","evidence_excerpt":"The following persons, who were directors of the Company immediately prior to the completion of the Merger, resigned from the board of directors of the Company (the “ Board ”) and the committees of the Board on which they served, if any, at the Effective Time: Joseph Ansanelli, Christian Beedgen, Sandra Bergeron, Margaret Francis, Randy Gottfried, John D. 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Harkey, Jr., Tracey Newell, Ramin Sayar, and Timothy Youngblood.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1643269/000114036123024758/0001140361-23-024758-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"director"}],"fact_type":"executive_change"},{"claim_id":"5cbf717837","claim":"Jennifer McCord was appointed as chief financial officer at Sumo Logic, Inc..","evidence_excerpt":"In addition, immediately following completion of the Merger, Jennifer McCord, age 46, resigned from her positions as senior vice president, finance, and chief accounting officer and was appointed as chief financial officer of the Company.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1643269/000114036123024758/0001140361-23-024758-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"chief financial officer"}],"fact_type":"executive_change"},{"claim_id":"5e5a706422","claim":"Jennifer McCord was elected as director at Sumo Logic, Inc..","evidence_excerpt":"Immediately following completion of the Merger, Katherine Haar and Jennifer McCord were elected directors of the Company.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1643269/000114036123024758/0001140361-23-024758-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"elected"},{"label":"Role","value":"director"}],"fact_type":"executive_change"},{"claim_id":"5ef30ff84f","claim":"Christian Beedgen resigned as director at Sumo Logic, Inc..","evidence_excerpt":"The following persons, who were directors of the Company immediately prior to the completion of the Merger, resigned from the board of directors of the Company (the “ Board ”) and the committees of the Board on which they served, if any, at the Effective Time: Joseph Ansanelli, Christian Beedgen, Sandra Bergeron, Margaret Francis, Randy Gottfried, John D. Harkey, Jr., Tracey Newell, Ramin Sayar, and Timothy Youngblood.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1643269/000114036123024758/0001140361-23-024758-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"director"}],"fact_type":"executive_change"},{"claim_id":"a3841abaf0","claim":"Ramin Sayar resigned as director at Sumo Logic, Inc..","evidence_excerpt":"The following persons, who were directors of the Company immediately prior to the completion of the Merger, resigned from the board of directors of the Company (the “ Board ”) and the committees of the Board on which they served, if any, at the Effective Time: Joseph Ansanelli, Christian Beedgen, Sandra Bergeron, Margaret Francis, Randy Gottfried, John D. 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The total amount of consideration payable to the Company’s equityholders in connection with the Merger was approximately $1.75 billion. The funds used by Parent to consummate the Merger and complete the related transactions came from equity contributions from the invested funds affiliated with Francisco","evidence_source":"SEC 8-K Item 2.01/5.01","evidence_url":"https://www.sec.gov/Archives/edgar/data/1643269/000114036123024758/0001140361-23-024758-index.htm","confidence":0.9,"family_label":"M&A Transactions","details":[{"label":"Action","value":"change of control"},{"label":"Counterparty","value":"Serrano Parent, LLC (affiliates of funds advised by Francisco Partners)"},{"label":"Consideration","value":"approximately $1.75 billion"},{"label":"Closing","value":"2023-05-12"}],"fact_type":"ma_transaction"},{"claim_id":"75fa1a50822d86c7e651d7359bda4681fdccd2e9","claim":"Sumo Logic, Inc. terminated Amended and Restated Loan and Security Agreement with Silicon Valley Bank.","evidence_excerpt":"Concurrently with the closing of the Merger, the Company paid all outstanding fees and expenses and terminated all credit commitments outstanding under that certain Amended and Restated Loan and Security Agreement, dated as of February 8, 2021, by and between the Company as a borrower, and Silicon Valley Bank, a California corporation, as a lender.","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1643269/000114036123024758/0001140361-23-024758-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"termination"},{"label":"Agreement","value":"credit facility"},{"label":"Counterparty","value":"Silicon Valley Bank"}],"fact_type":"material_agreement"},{"claim_id":"b66f4a37a0dea513f2b61999af482882afbb24cc","claim":"Sumo Logic, Inc. entered into Credit Agreement with AB Private Credit Investors LLC, as administrative agent and collateral agent, and the lenders party thereto valued at $500,000,000 term loan facility and $50,000,000 revolving credit facility.","evidence_excerpt":"On the Closing Date, Parent, as the borrower, entered into that certain Credit Agreement, among Serrano Intermediate, LLC, the Company, as subsidiary guarantor, the direct parent company of Parent, as a guarantor, AB Private Credit Investors LLC, as administrative agent and collateral agent, and the lenders party thereto (the “ Credit Agreement ”), which provides for an initial term loan facility in an aggregate principal amount of $500,000,000 and a revolving credit facility of $50,000,000.","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1643269/000114036123024758/0001140361-23-024758-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"credit facility"},{"label":"Counterparty","value":"AB Private Credit Investors LLC, as administrative agent and collateral agent, and the lenders party thereto"},{"label":"Value","value":"$500,000,000 term loan facility and $50,000,000 revolving credit facility"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}