Form 4: Oklo CFO Exercises Options, Sells Shares Under 10b5-1 Plan

Oklo Inc.'s Chief Financial Officer, Richard Craig Bealmear, exercised stock options and subsequently sold a portion of the acquired Class A Common Stock in early February 2026.

Summary

• Richard Craig Bealmear, Chief Financial Officer of Oklo Inc., engaged in transactions involving Class A Common Stock and stock options.
• On February 2, 2026, Mr. Bealmear exercised stock options to acquire 9,726 shares of Class A Common Stock at an exercise price of $3.18 per share.
• Concurrently on February 2, 2026, he sold 9,726 shares of Class A Common Stock at a weighted average price of $76.9295 per share, with individual sales ranging from $76.90 to $77.07.
• These sales were executed under a pre-arranged Rule 10b5-1 plan adopted on September 22, 2025.
• On February 3, 2026, Mr. Bealmear exercised additional stock options to acquire 97,342 shares of Class A Common Stock at an exercise price of $3.18 per share.
• Following these transactions, Mr. Bealmear directly beneficially owns 196,913 shares of Class A Common Stock after the sale on February 2, and 294,255 shares after the acquisition on February 3.
• He also beneficially owns 868,691 stock options after the transactions.
• The stock options vested 20% on August 1, 2024, and continue to vest thereafter in 48 substantially equal monthly installments.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive event. While it involves insider selling, the transactions are part of a pre-arranged 10b5-1 plan and represent a CFO monetizing vested equity, which is a normal part of executive compensation.

Positives

• The CFO realized significant gains by exercising options at $3.18 and selling shares at a weighted average price of $76.9295, demonstrating the value creation for equity holders.
• The sale was conducted under a pre-arranged Rule 10b5-1 plan, indicating a planned liquidity event rather than an immediate reaction to new, undisclosed information.

Negatives

• Insider selling, even under a 10b5-1 plan, can sometimes be perceived by the market as a lack of conviction, though the pre-planned nature mitigates this impact.

Future Outlook

This Form 4 filing does not contain any forward-looking statements or guidance regarding the company's future performance or strategic direction.

Industry Context

StockSavvy.ai notes that insider transactions, such as those reported in a Form 4, are common occurrences in publicly traded companies. While specific to Oklo Inc., these transactions reflect an executive's personal financial planning and compensation structure, rather than broader industry trends.

Stakeholder Impact

• Shareholders may note the CFO's decision to monetize a portion of his equity holdings, which is a common practice for executives managing personal finances and diversifying wealth.
• The transactions demonstrate the value of the company's equity compensation program for management, allowing executives to realize gains from their vested options.

Key Dates

Keywords

Oklo, OKLO, Form 4, insider trading, stock options, CFO, share sale, beneficial ownership, Rule 10b5-1 plan