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OKOKLO

Oklo Inc.

$OKLO·$8.4B·Independent Power Producers·Utilities
$40.57+1.1%YTD-41.4%1Y-48.5%
Mentions · last 7 days
2026-08-21: 65 posts2026-08-22: 47 posts2026-08-23: 53 posts483+3%
Price updated 1m ago·X counts updated 8d ago
OKOKLO
$OKLOOklo Inc.
$40.57+1.07%483 posts+3%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $OKLO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventSelling offAI verdict · as of 2026-08-30

Falling on heavy selling — points lower unless it turns around.

Nuclear microreactor bet down 48% off the highs, no revenue yet, but a Meta 1.2 GW Ohio deal and DoD momentum keep it alive.

Oklo is a pre-revenue nuclear microreactor developer trying to sell fast-reactor units to hyperscalers and defense customers as the next-generation source of clean, dispatchable power for AI data centers. It's been hammered this year, but the pipeline of specific deals is what keeps the story on watchlists.

How to weigh what's actually here:

  • The bull case rests on a real deal book: the Meta 1.2 GW Ohio reactor is a named hyperscaler contract, the US Army has moved on private-industry nuclear micro-reactors, and Trump's US-Saudi nuclear agreement is Congressional-track — visible, dated milestones, not slideware.
  • Financial reality is severe: zero revenue, quarterly EPS -$0.19, cash burn is the game, and the $8.4B market cap against no revenue means every quarter of delay compresses the multiple.
  • The tape is broken right now: shares are down 48% over 12 months, at the 2nd percentile of the 52-week range, 40% below the 200-day — capitulation-shaped, and sector peers (NuScale et al.) are down similar amounts, so the sell isn't Oklo-specific.
  • Insider signal is directional: officers Goodwin ($461K), Narayanadas, Renner, Hanson filed sales in early August — small dollars each but a pattern of distribution, not a one-off.

The falling-wedge apex around $52 is what technical accounts are watching — a reclaim opens $57-65 and reprices the deal book; a break to the 52-week low signals dilution risk is being priced in ahead of the November 10 print or the next capital raise.

What to watch: The $52 falling-wedge reclaim (breaks the coil upward, opens $57-65) or a break to the 52-week low near $30 — the November 10 print, any Meta project-timing update, and any new equity raise are the levers that resolve it.

On the calendar: 2026-11-10 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment57 posts analyzed · as of 2026-08-30

The nuclear crowd is leaning constructive as Oklo lands DOE Launch Pad selection at Idaho National Lab, celebrates Groves reaching first criticality under a year, and points to a Meta 1.2GW Ohio prepayment and a 14GW customer backlog as AI-power demand accelerates. Traders are basing charts around $40 to $45 with $57 to $60 upside targets, while a vocal minority notes the roughly 80% drawdown, pre-revenue timeline to 2028 and a cash-per-share floor near $16.

Read the AI verdict + X sentiment for $OKLO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Developing compact fast fission reactors (Aurora) for commercial-scale clean energy, with NRC license application filed.

Industry overviewAI analysisGenerated by AI from underlying data

Where Independent Power Producers sits in its cycle right now — and what that implies for $OKLO.

Independent Power Producers · Utilities

AI data center power demand — hyperscalers signing long-term renewable PPAs — is the new structural demand driver layering on top of grid decarbonization mandates. Permitting timelines and grid interconnection queues remain the constraint on supply-side scaling.

What this means for $OKLO

Partial — upstream oil & gas exposure ties to commodity price cycle; Oklo Inc.

Industry benchmark

6-name peer basket
-24.4%YTD
-28.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-76.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-6.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-1.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-8.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 7, 2026$-0.28$-0.16-70.9%
Q1 2026May 12, 2026$-0.19$-0.19+0.4%
Q4 2025Mar 17, 2026$-0.27$-0.18-50.0%
Q3 2025Nov 11, 2025$-0.20$-0.14-48.1%
Next earningsTue, Nov 10·consensus EPS $-0.25

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.19$-50.7M
Q4 FY25$0———$-0.27$-60.4M
Q3 FY25$0———$-0.20$-23.1M
Q2 FY25$0———$-0.18$-19.3M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.8M$456K – $3.3M-$0.73-$0.86 – -$0.6411
FY27$8.3M$2.1M – $15.0M-$0.83-$1.11 – -$0.2411
FY28$69.2M$15.1M – $126.9M-$0.92-$1.32 – -$0.2413
FY29$164.4M$41.4M – $295.4M-$0.67-$1.36 – -$0.0212
FY30$286.2M$72.0M – $514.3M-$0.11-$0.21 – -$0.006

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.2%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-12.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-39.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 146.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.205-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 25Vivek NarayanadasGeneral Counsel & Secretary223 sh$9KSellAug 24John HansonChief of Staff539 sh$21KSellAug 24Goodwin William Carroll MurphyChief Legal & Strategy Officer11.6K sh$461KSellAug 24Vivek NarayanadasGeneral Counsel & Secretary3.3K sh$130KSellAug 24Alexandra RennerChief Product Officer557 sh$22KSellAug 3Bealmear Richard CraigCFO16.5K sh$638KSellAug 3Caroline CochranCOO120.0K sh$4.9MSellAug 3Jacob DewitteCEO120.0K sh$4.9MSellJul 1Bealmear Richard CraigCFO16.3K sh$859KSellJul 1Jacob DewitteCEO40.0K sh$2.1M
1–10 of 21
+ 29 other (16 exempts · 12 awards · 1 gift) in window

See when $OKLO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 43
AI summary

Renner Alexandra (Last) (First) (Middle) C/O OKLO INC. 3190 CORONADO DRIVE (Street) SANTA CLARA CALIFORNIA 95054 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 07/27/2026 3. Issuer Name and Ticker or Trading Symbol Oklo Inc. [ OKLO ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) Director 10% Owner X Officer (give title below) Other (specify below) Chief Product Officer 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Class A Common Stock 472,135 D Class A Common Stock 123,153 I Joint account with spouse Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Stock Option (1) 12/22/2033 Class A Common Stock 136,393 $ 3.18 D Restricted Stock Units (2) (2) Class A Common Stock 3,633 (3) D Restricted Stock Units (4) (4) Class A Common Stock 52,174 (3) D Restricted Stock Units (5) (5) Class A Common Stock 17,489 (3) D Restricted Stock Units (6) (6) Class A Common Stock 5,502 (3) D Restricted Stock Units (7) (7) Class A Common Stock 4,070 (3) D Restricted Stock Units (8) (8) Class A Common Stock 2,471 (3) D Restricted Stock Units (9) (9) Class A Common Stock 52,860 (3) D Restricted Stock Units (10) (10) Class A Common Stock 1,652 (3) D Explanation of Responses: 1. The stock option vested as to 20% of the underlying shares on December 1, 2024 and continues to vest thereafter in 48 substantially equal monthly installments. On August 1, 2026, 4,546 stock options vested. 2. The restricted stock units vest in three substantially equal annual installments beginning on March 31, 2027. 3. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. 4. The restricted stock units vest in 12 substantially equal quarterly installments beginning on August 27, 2026. 5. The restricted stock units vest in twelve substantially equal quarterly installments, which began on July 13, 2026. 6. The restricted stock units vest in full on March 8, 2027. 7. The restricted stock units vest in three substantially equal annual installments, which began on March 6, 2026. 8. The restricted stock units vest in full on September 26, 2026. 9. The restricted stock units vested as to 20% of the underlying shares on March 13, 2026 and continue to vest thereafter in 48 substantially equal monthly installments. 10. The restricted stock units vest in three substantially equal annual installments, which began on November 29, 2025. Remarks: /s/ Richard Craig Bealmear, Attorney-in-Fact 08/04/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of fac filed an initial statement of beneficial ownership (Form 3) as a Director of OKLO, with an event date of 5. The filer directly owns 472,135 shares of common stock. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

3New insider — initial holdingsAug 43
AI summary

Hanson John (Last) (First) (Middle) C/O OKLO INC. 3190 CORONADO DRIVE (Street) SANTA CLARA CALIFORNIA 95054 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 07/27/2026 3. Issuer Name and Ticker or Trading Symbol Oklo Inc. [ OKLO ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) Director 10% Owner X Officer (give title below) Other (specify below) Chief of Staff 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Class A Common Stock 359,008 D Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Stock Options (1) 12/22/2033 Class A Common Stock 45,465 $ 3.18 D Restricted Stock Units (2) (2) Class A Common Stock 3,114 (3) D Restricted Stock Units (4) (4) Class A Common Stock 4,716 (3) D Restricted Stock Units (5) (5) Class A Common Stock 3,489 (3) D Restricted Stock Units (6) (6) Class A Common Stock 2,059 (3) D Restricted Stock Units (7) (7) Class A Common Stock 42,288 (3) D Restricted Stock Units (8) (8) Class A Common Stock 1,377 (3) D Explanation of Responses: 1. The stock options vested as to 20% of the underlying shares on December 1, 2024 and continues to vest thereafter in 48 substantially equal monthly installments. On August 1, 2026, 1,515 stock options vested. 2. The restricted stock units vest in three substantially equal annual installments beginning on March 31, 2027. 3. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. 4. The restricted stock units vest in full on March 8, 2027. 5. The restricted stock units vest in three substantially equal annual installments, which began on March 6, 2026. 6. The restricted stock units vest in full on September 26, 2026. 7. The restricted stock units vested as to 20% of the underlying shares on March 13, 2026 and continue to vest thereafter in 48 substantially equal monthly installments. 8. The restricted stock units vest in three substantially equal annual installments, which began on November 29, 2025. Remarks: /s/ Richard Craig Bealmear, Attorney-in-Fact 08/04/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of OKLO, with an event date of 1473. The filer directly owns 359,008 shares of common stock. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

3New insider — initial holdingsAug 43
AI summary

Dixon Michael (Last) (First) (Middle) C/O OKLO INC. 3190 CORONADO DRIVE (Street) SANTA CLARA CALIFORNIA 95054 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 07/27/2026 3. Issuer Name and Ticker or Trading Symbol Oklo Inc. [ OKLO ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) Director 10% Owner X Officer (give title below) Other (specify below) VP of Accounting & Controller 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Restricted Stock Units (1) (1) Class A Common Stock 22,000 (2) D Explanation of Responses: 1. The restricted stock units vest as to 20% of the underlying shares on May 18, 2027 and continue to vest thereafter in 48 substantially equal monthly installments. 2. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. Remarks: /s/ Richard Craig Bealmear, Attorney-in-Fact 08/04/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of OKLO, with an event date of 1473. The filer directly owns 22,000 shares of common stock. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

3New insider — initial holdingsAug 43
AI summary

Lassen Erik (Last) (First) (Middle) C/O OKLO INC. 3190 CORONADO DRIVE (Street) SANTA CLARA CALIFORNIA 95054 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 07/27/2026 3. Issuer Name and Ticker or Trading Symbol Oklo Inc. [ OKLO ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) Director 10% Owner X Officer (give title below) Other (specify below) Senior VP of Engineering 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Restricted Stock Units (1) (1) Class A Common Stock 14,000 (2) D Restricted Stock Units (3) (3) Class A Common Stock 3,010 (2) D Explanation of Responses: 1. The restricted stock units vest as to 20% of the underlying shares on January 26, 2027 and continue to vest thereafter in 48 substantially equal monthly installments. 2. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. 3. The restricted stock units vest in three substantially equal annual installments beginning on March 31, 2027. Remarks: /s/ Richard Craig Bealmear, Attorney-in-Fact 08/04/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of OKLO, with an event date of 1473. The filer directly owns 14,000 shares of common stock. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

3New insider — initial holdingsAug 43
AI summary

Narayanadas Vivek (Last) (First) (Middle) C/O OKLO INC. 3190 CORONADO DRIVE (Street) SANTA CLARA CALIFORNIA 95054 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 07/27/2026 3. Issuer Name and Ticker or Trading Symbol Oklo Inc. [ OKLO ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) Director 10% Owner X Officer (give title below) Other (specify below) General Counsel & Secretary 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Class A Common Stock 5,266 D Class A Common Stock 5,000 I Joint account with spouse Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Restricted Stock Units (1) (1) Class A Common Stock 22,000 (2) D Restricted Stock Units (3) (3) Class A Common Stock 4,120 (2) D Restricted Stock Units (4) (4) Class A Common Stock 3,633 (2) D Restricted Stock Units (5) (5) Class A Common Stock 2,714 (2) D Restricted Stock Units (6) (6) Class A Common Stock 210 (2) D Restricted Stock Units (7) (7) Class A Common Stock 18,255 (2) D Explanation of Responses: 1. The restricted stock units vest as to 20% of the underlying shares on October 17, 2026 and continue to vest thereafter in 48 substantially equal monthly installments. 2. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. 3. The restricted stock units vest in twelve substantially equal monthly installments, which began on February 8, 2026. 4. The restricted stock units vest in three substantially equal annual installments beginning on March 31, 2027. 5. The restricted stock units vest in three substantially equal annual installments, which began on March 6, 2026. 6. The restricted stock units vest in full on September 11, 2026. 7. The restricted stock units vest as to 20% of the underlying shares on February 3, 2026 and continue to vest thereafter in 24 substantially equal monthly installments. Remarks: /s/ Richard Craig Bealmear, Attorney-in-Fact 08/04/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of OKLO, with an event date of 1473. The filer directly owns 5,266 shares of common stock. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

8-KOfficer or director changeJul 288-K — Item 5.02: Officer or director change
AI summary

Oklo Inc (OKLO) disclosed an executive/director departure (Item 5.02, filed 2026-07-28). ure of Directors departed from Directors or Certain Officers. Compensation and transition details are in the exhibits. Leadership changes can signal strategic shifts; investors should assess continuity and the appointee's background.

SC 13D/AActivist amendmentJul 6SC 13D/A
AI summary

Amendment No. 6 to a Schedule 13D on Oklo Inc. discloses the reporting persons' updated stake in Oklo's Class A common stock: 20,559,091 shares = 11.1% of 184,836,005 shares outstanding as of July 1, 2026. The identity of the reporting persons is not captured in the available excerpt but this is an activist/significant holder disclosure. The position represents a material 11.1% economic and voting interest in Oklo; the intent (passive or activist) would be in Item 4 of the Schedule 13D body, which is not fully visible in the excerpt.

8-KShareholder voteJun 88-K — Item 5.07: Shareholder vote
AI summary

Oklo Inc. (OKLO) held its 2026 Annual Meeting on June 3, 2026, electing three Class II directors to three-year terms through 2029: Caroline DeWitte (70.2M votes for), Dr. Mark Peters (70.3M), and Richard Kinzley (58.8M, with 11.8M withheld — the most contested seat). Deloitte & Touche LLP was ratified as auditor for FY2026 with 114.2M votes for and 378K against. This is a routine governance filing; Kinzley's elevated withhold vote (17% of votes cast) is a minor governance signal worth monitoring.

+ 18 other (5 3s · 3 10-Qs · 2 13Gs · 2 8-Ks) in window

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Oklo vs. X-Energy: Which One Actually Produces Nuclear Power First?fool.com·2d agoAre Oklo and NuScale Power Still a Buy After Data Center Backlash?fool.com·2d agoMicroreactor Criticality Milestones Fuel Nuclear Renaissanceetftrends.com·3d ago1 Reason I Passed on Oklo Even After Its Big Rallyfool.com·4d agoOklo and NuScale Power Have Shed a Combined 85.3% This Year. Why Are Nuclear Stocks Falling?fool.com·4d ago

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Nuclear Renaissance

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