DeWitte Jacob 4
4 · Oklo Inc. · Filed Apr 1, 2026
Research Summary
AI-generated summary of this filing
Oklo (OKLO) 10% Owner Jacob DeWitte Transfers 980,818 Shares to GRATs
What Happened
Jacob DeWitte, a reported 10% owner of Oklo Inc. (OKLO), recorded internal transfers of a total of 980,818 shares on March 30–31, 2026. The filing shows two zero-price "other acquisition or disposition (J)" entries: 506,807 shares and 474,011 shares (each listed as acquired at $0.00). Footnotes explain these were annuity distributions to family trusts on March 30 and then contributions to newly funded grantor retained annuity trusts (GRATs) on March 31. No cash changed hands in these transactions (reported value = $0).
Key Details
- Transaction dates: March 30, 2026 (distributions); March 31, 2026 (contributions to GRATs). Report filed Apr 1, 2026.
- Shares moved: 506,807 shares (Jacob DeWitte Family Trust → Jacob DeWitte GRAT No. 3) and 474,011 shares (Caroline DeWitte Family Trust → Caroline DeWitte GRAT No. 3) — total 980,818 shares.
- Price/Value: $0.00 per share; total reported transaction value $0.00 (internal transfers).
- Post-transaction holdings: Not specified in this Form 4; see the issuer’s most recent definitive proxy (footnote F2) for total beneficial ownership.
- Notable footnotes: F1 & F3 describe the annuity distributions and subsequent contributions to GRAT No. 3s; F4/F5 note some securities are held/beneficially owned by the reporting person’s spouse.
- Filing timeliness: Filed promptly (reporting period ends Mar 30; filing dated Apr 1).
Context
These entries reflect estate-planning transfers (annuity distributions and funding of GRATs) rather than open-market buys or sales. Such transfers among trusts/GRATs are routine wealth-management actions and do not necessarily indicate a change in market sentiment about the company. As a 10% owner, DeWitte’s filings are required disclosures of ownership changes but do not imply executive trading activity.
Insider Transaction Report
- Other
Class A Common Stock
[F1][F2]2026-03-30+506,807→ 7,851,901 total(indirect: By Trust) - Other
Class A Common Stock
[F1][F2]2026-03-31+506,807→ 506,807 total(indirect: By Jacob DeWitte GRAT No. 3) - Other
Class A Common Stock
[F3][F4]2026-03-30+474,011→ 7,583,085 total(indirect: By Trust) - Other
Class A Common Stock
[F3][F4]2026-03-31+474,011→ 474,011 total(indirect: By Caroline Cochran GRAT No.3)
- 751,533
Class A Common Stock
[F2] - 696,483(indirect: By Jacob DeWitte GRAT)
Class A Common Stock
[F2] - 1,000,000(indirect: By Jacob DeWitte GRAT No. 2)
Class A Common Stock
[F2] - 718,039(indirect: By Caroline Cochran)
Class A Common Stock
[F5] - 729,479(indirect: By Caroline Cochran GRAT)
Class A Common Stock
[F4] - 1,000,000(indirect: By Caroline DeWitte GRAT No. 2)
Class A Common Stock
[F4]
Footnotes (5)
- [F1]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.
- [F2]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.
- [F3]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.
- [F4]Represents securities beneficially owned by the Reporting Person's spouse.
- [F5]Represents securities held by the Reporting Person's spouse.