SCHEDULE: Oklo Inc. Stakeholder Holdings Update

Oklo Inc. reports an 11.1% aggregate beneficial ownership of Class A Common Stock by Jacob DeWitte and Caroline Cochran as of July 1, 2026, with recent stock disposals detailed.

Summary

• Jacob DeWitte and Caroline Cochran collectively beneficially own 20,559,091 shares of Oklo Inc. Class A Common Stock, representing 11.1% of the outstanding shares as of July 1, 2026.
• This ownership is based on 184,836,005 shares of Class A Common Stock outstanding, as provided by the Issuer.
• The filing details the breakdown of these shares across various holdings, including direct ownership, trusts, and GRATs.
• Recent transactions include the disposal of 200,000 shares on June 1, 2026, and another 200,000 shares on July 1, 2026, executed through a 10b5-1 Trading Plan.
• These disposals occurred at prices ranging from $64.57 to $70.56 on June 1, 2026, and $51.52 to $54.30 on July 1, 2026.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral, as it primarily reports on existing ownership and routine insider transactions rather than new strategic developments or financial performance.

Positives

• Jacob DeWitte and Caroline Cochran maintain a significant beneficial ownership stake of 11.1% in Oklo Inc., indicating continued commitment.
• The reporting persons have a structured approach to stock disposals through a 10b5-1 Trading Plan, suggesting a pre-determined and orderly selling strategy.

Negatives

• The filing details the disposal of a total of 400,000 shares of Class A Common Stock by the reporting persons in June and July 2026.
• The shares were sold at prices significantly lower than some of the reported high prices, particularly the July 1, 2026 disposals.

Risks

• The disclosure of significant stock disposals by key insiders could be interpreted negatively by the market, potentially impacting share price.
• The reliance on information provided by the Issuer for the number of outstanding shares, rather than a public SEC filing, introduces a minor risk of data discrepancy.

Future Outlook

The filing does not contain specific forward-looking statements or guidance from management regarding future performance or strategy. It primarily focuses on reporting current beneficial ownership and recent stock transactions.

Industry Context

StockSavvy.ai notes that Schedule 13D filings are crucial for tracking significant ownership changes and insider transactions, which can provide insights into management's confidence and potential market movements for companies in the energy sector, particularly those involved in advanced nuclear technologies like Oklo Inc.

Stakeholder Impact

• Shareholders: The disposal of shares by insiders may lead to short-term price volatility. The continued significant ownership by DeWitte and Cochran suggests ongoing commitment.
• Management: The filing confirms the reporting persons' roles and their adherence to trading plans.
• Creditors/Suppliers: No direct impact indicated by this filing.

Next Steps

• The reporting persons will continue to comply with SEC regulations regarding beneficial ownership and insider trading.
• Further amendments to Schedule 13D will be filed if there are any material changes in beneficial ownership.

Key Dates

Recommendation

The filing indicates a significant insider stake and routine stock disposals via a trading plan. While the disposals themselves are noted, they do not fundamentally alter the company's strategic direction or financial health as presented in this specific document. Therefore, a 'hold' recommendation is appropriate pending further information on Oklo Inc.'s operational progress and financial performance.

Keywords

Oklo Inc., Schedule 13D, Beneficial Ownership, Class A Common Stock, Jacob DeWitte, Caroline Cochran, 10b5-1 Trading Plan, Insider Trading, SEC Filing, Stock Disposal