Oklo (OKLO) CEO moves 1.96M Class A shares among family trusts
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Oklo Inc. director and CEO Jacob DeWitte reported internal transfers of Class A common stock among family-related entities. On March 30, 2026, 506,807 shares were distributed from the Jacob DeWitte GRAT to the Jacob DeWitte Family Trust and 474,011 shares from the Caroline Cochran GRAT to the Caroline DeWitte Family Trust as annuity distributions.
On March 31, 2026, those same 506,807 shares and 474,011 shares were contributed to new vehicles, the Jacob DeWitte GRAT No. 3 and Caroline DeWitte GRAT No. 3, respectively. All transactions were coded as "J" (other acquisition or disposition) at a reported price of $0.00 per share, indicating administrative movements rather than open-market buying or selling.
Positive
- None.
Negative
- None.
Insider Trade Summary
10 transactions reported
Mixed
10 txns
Insider
DeWitte Jacob
Role
Co-Founder, CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Other | Class A Common Stock | 506,807 | $0.00 | -- |
| Other | Class A Common Stock | 474,011 | $0.00 | -- |
| Other | Class A Common Stock | 506,807 | $0.00 | -- |
| Other | Class A Common Stock | 474,011 | $0.00 | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
Holdings After Transaction:
Class A Common Stock — 506,807 shares (Indirect, By Jacob DeWitte GRAT No. 3);
Class A Common Stock — 751,533 shares (Direct)
Footnotes (1)
- On March 30, 2026, 506,807 shares were distributed to the Jacob DeWitte Family Trust as an annuity distribution pursuant to the terms of the Jacob DeWitte GRAT, the Reporting Person's grantor retained annuity trust. On March 31, 2026, the same 506,807 shares held by the Jacob DeWitte Family Trust were contributed to the Jacob DeWitte GRAT No. 3 in connection with the funding of the Jacob DeWitte GRAT No. 3. For more information about the equity of the Issuer held by the Reporting Person, please see the Issuer's most recent definitive proxy statement filed with the Securities and Exchange Commission. On March 30, 2026, 474,011 shares were distributed to the Caroline DeWitte Family Trust as an annuity distribution pursuant to the terms of the Caroline Cochran GRAT, the Reporting Person's spouse's grantor retained annuity trust. On March 31, 2026, the same 474,011 shares held by the Caroline DeWitte Family Trust were contributed to the Caroline DeWitte GRAT No.3 in connection with the funding of the Caroline DeWitte GRAT No. 3. Represents securities beneficially owned by the Reporting Person's spouse. Represents securities held by the Reporting Person's spouse.
Key Figures
Shares moved for Jacob DeWitte GRAT: 506,807 shares
Shares moved for Caroline Cochran GRAT: 474,011 shares
Total restructuring transactions: 1,961,636 shares
+5 more
8 metrics
Shares moved for Jacob DeWitte GRAT
506,807 shares
Distributed on March 30, 2026 and contributed on March 31, 2026
Shares moved for Caroline Cochran GRAT
474,011 shares
Distributed on March 30, 2026 and contributed on March 31, 2026
Total restructuring transactions
1,961,636 shares
RestructuringShares in transaction summary
Direct holdings after transactions
751,533 shares
Class A common stock held directly as of March 30, 2026
Jacob DeWitte Family Trust holdings
7,851,901 shares
Class A common stock held indirectly after March 30, 2026
Caroline DeWitte Family Trust holdings
7,583,085 shares
Class A common stock held indirectly after March 30, 2026
Jacob DeWitte GRAT No. 2 holdings
1,000,000 shares
Class A common stock held indirectly as of March 30, 2026
Transaction price per share
$0.00 per share
All reported J-code share movements
Key Terms
grantor retained annuity trust, annuity distribution, beneficially owned, indirect ownership, +1 more
5 terms
grantor retained annuity trust financial
"the Reporting Person's grantor retained annuity trust"
A grantor retained annuity trust (GRAT) is an estate-planning tool where the person who creates the trust transfers assets into it but receives fixed cash payments (an annuity) from the trust for a set number of years; whatever remains after that term passes to designated beneficiaries. It matters to investors because it can shift future appreciation of assets out of the creator’s taxable estate—like putting an asset into a timed vending machine that pays you fixed amounts while any extra value that grows inside the machine goes to heirs with reduced gift or estate tax consequences.
annuity distribution financial
"shares were distributed to the ... Family Trust as an annuity distribution"
beneficially owned financial
"Represents securities beneficially owned by the Reporting Person's spouse."
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
indirect ownership financial
"ownership_type": "indirect","ownership_code": "I""
other acquisition or disposition financial
"transaction_code_description": "Other acquisition or disposition""
FAQ
What insider transactions did Oklo (OKLO) report for CEO Jacob DeWitte?
Oklo reported that CEO Jacob DeWitte moved Class A common shares among family-related trusts and grantor retained annuity trusts. The Form 4 shows internal transfers coded as transaction type J at $0.00 per share, rather than open-market purchases or sales.
What does transaction code J mean in the Oklo (OKLO) Form 4?
Transaction code J signifies “other acquisition or disposition,” typically used for non-standard movements that are not straightforward buys or sells. In this case, it applies to zero-price transfers between the DeWitte and Cochran family grantor retained annuity trusts and related family trusts.