Form 4: Oklo CEO DeWitte Reports Trust-Related Stock Transfers

Oklo Inc. Co-Founder and CEO Jacob DeWitte reported internal transfers of Class A Common Stock related to grantor retained annuity trusts and family trusts.

Summary

• Jacob DeWitte, Co-Founder and CEO of Oklo Inc., reported changes in beneficial ownership of Class A Common Stock.
• On March 30, 2026, 506,807 shares were distributed to the Jacob DeWitte Family Trust as an annuity distribution from the Jacob DeWitte GRAT.
• On March 31, 2026, these 506,807 shares held by the Jacob DeWitte Family Trust were contributed to the Jacob DeWitte GRAT No. 3.
• Additionally, 474,011 shares were distributed to the Caroline DeWitte Family Trust (spouse's trust) from the Caroline Cochran GRAT on March 30, 2026.
• These 474,011 shares held by the Caroline DeWitte Family Trust were subsequently contributed to the Caroline DeWitte GRAT No.3 on March 31, 2026.
• All reported transactions involved a price of $0, indicating internal transfers for estate planning rather than market transactions.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event, as Form 4 filings reporting internal trust transfers are standard for insider estate planning and do not typically indicate changes in company fundamentals or operational performance.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that Form 4 filings are routine disclosures for company insiders and typically reflect personal financial planning or compensation events rather than strategic business developments. These specific transactions involve the use of grantor retained annuity trusts (GRATs), a common estate planning tool for high-net-worth individuals to transfer assets while minimizing estate taxes.

Related Party Transactions

• Transfer of 474,011 shares to the Caroline DeWitte Family Trust and subsequent contribution to Caroline DeWitte GRAT No.3, involving the reporting person's spouse.

Stakeholder Impact

• Shareholders: Minimal direct impact as these are internal transfers, not open market sales or purchases affecting liquidity or valuation directly. They reflect personal estate planning by a key insider.

Key Dates

Recommendation

The reported transactions are internal transfers of Class A Common Stock by CEO Jacob DeWitte into various grantor retained annuity trusts and family trusts for estate planning purposes. These are not open market sales or purchases and occurred at a $0 price, indicating no direct change in the insider's economic exposure or a market signal regarding the company's valuation. Therefore, this filing does not present new information that would warrant a change in an investment recommendation for Oklo Inc.

Keywords

Oklo Inc., OKLO, Jacob DeWitte, Insider Transaction, Form 4, Beneficial Ownership, Grantor Retained Annuity Trust, GRAT, Stock Transfer, CEO, Director, 10% Owner