Oklo Inc. (NASDAQ: OKLO) disclosed a set of insider transactions this month that include share sales and exercises of restricted stock units by the chief executive officer and his spouse.
According to a Form 4 filed with the Securities and Exchange Commission, CEO Jacob DeWitte sold 72,960 shares of Class A Common Stock on March 13, 2026, at $60.0 per share, generating proceeds of approximately $4.3 million. The filing notes that those sales occurred while the stock was trading near $59.69.
The SEC filing further shows activity on March 12, 2026, when DeWitte exercised restricted stock units that converted into Class A Common Stock. Those conversions included acquisitions of 112,360 shares and 23,937 shares at a price of $59.59 per share, with the transactions totaling $6.6 million and $1.4 million, respectively.
Transactions by DeWitte’s spouse, Caroline Cochran, are recorded in the same filing. Cochran sold 44,828 shares of Class A Common Stock at $60.0 per share for about $2.6 million. The filing states the sales were executed to cover tax withholding obligations tied to the vesting and settlement of Restricted Stock Units. Cochran also acquired 78,652 shares and 5,191 shares at $59.59 per share, totaling $4.6 million and $309,303, respectively.
Market context included in the disclosure notes that OKLO shares have declined roughly 38% over the past six months, while posting a 115% gain over the past year. An InvestingPro analysis cited in the filing indicates the stock appears overvalued at current levels. Investors and analysts will be watching results closely, with Oklo scheduled to report earnings on March 17. The filing references that InvestingPro offers additional insights on OKLO’s financial position and 13 supplemental ProTips for investors.
Corporate developments noted alongside the insider activity include a planned joint venture between Oklo and Centrus Energy. The collaboration will focus on deconversion services and related fuel-cycle technologies, and is aimed at developing capacity at Centrus’ facility in Piketon, Ohio, adjacent to Oklo’s planned power campus.
Analyst reactions to Oklo’s recent announcements have been mixed. Texas Capital Securities reiterated a Buy rating and kept a $138 price target, citing Oklo’s potential in advanced nuclear solutions. BofA Securities upgraded Oklo from Neutral to Buy and raised its price target to $127 after a binding agreement with Meta to develop a 1.2 GW advanced nuclear campus; that deal involves customer prepayments to fund early development stages. UBS maintained a Neutral rating with a $95 price target following the Meta agreement, noting the long-term development horizon for Oklo’s power projects.
These insider transactions, corporate partnerships, and divergent analyst views together frame a complex near-term picture for Oklo as it approaches its next earnings announcement.
- Earnings date: Oklo scheduled to report on March 17.
- Insider sales: CEO sale of 72,960 shares at $60.0 on March 13, 2026.
- RSU conversions: DeWitte exercises on March 12, 2026, totaling acquisitions at $59.59 per share.