Oklo CFO exercises options and sells company shares
Oklo Inc. Chief Financial Officer Richard Craig Bealmear reported a mix of option exercises, share sales and a charitable gift of stock.
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Form Type
4
Rhea-AI Filing Summary
Oklo Inc. Chief Financial Officer Richard Craig Bealmear reported a mix of option exercises, share sales and a charitable gift of stock. He exercised stock options to acquire a total of 122,096 shares of Class A Common Stock at $3.18 per share, and sold 73,081 shares in open-market transactions at weighted average prices between $65.00 and about $69.55, under a pre-arranged Rule 10b5-1 trading plan adopted on September 22, 2025. He also donated 2,100 shares as a bona fide gift to a donor-advised fund. After these transactions, he directly owns 444,557 shares of Class A Common Stock and 786,165 stock options with a $3.18 exercise price expiring on December 22, 2033.
Insider Trade Summary 10b5-1
Exercise and sale activity reported; no spread calculated
Exercise and Sale
10 txns
Insider
Bealmear Richard Craig
Role
Chief Financial Officer
Sold
73,081 shs ($5.00M)
Approx. gross sale proceeds
$5.00M
Approx. exercise cost
$388K
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Stock Options | 5,858 | $0.00 | $0.00 |
| Exercise | Class A Common Stock | 5,858 | $3.18 | $19K |
| Exercise | Stock Options | 16,238 | $0.00 | $0.00 |
| Exercise | Stock Options | 100,000 | $0.00 | $0.00 |
| Exercise | Class A Common Stock | 16,238 | $3.18 | $52K |
| Sale | Class A Common Stock | 16,238 | $65.00 | $1.06M |
| Exercise | Class A Common Stock | 100,000 | $3.18 | $318K |
| Sale | Class A Common Stock | 10,000 | $69.31 | $693K |
| Gift | Class A Common Stock | 2,100 | $0.00 | $0.00 |
| Sale | Class A Common Stock | 46,843 | $69.42 | $3.25M |
Holdings After Transaction:
Stock Options — 680,307 contracts (Direct);
Class A Common Stock — 444,557 shares (Direct)
Footnotes (6)
- F1. 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.
- F2. This sale reported herein was effected pursuant to a Rule 10b5-1 plan adopted on September 22, 2025.
- F3. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.30- $69.34 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.
- F4. Represents shares donated as a gift by the Reporting Person to a donor-advised fund. After donation, the Reporting Person will have no control over, and will not be able to direct the disposition of, the donated shares by such donor-advised fund.
- F5. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.35- $69.55 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.
- F6. The stock option vested as to 20% of the underlying shares on August 1, 2024 and continues to vest thereafter in 48 substantially equal monthly installments.
Key Figures
Shares sold: 73,081 shares
Sale prices: $65.00–$69.55 per share
Options exercised: 122,096 shares at $3.18
+4 more
7 metrics
Shares sold
73,081 shares
Open-market sales of Class A Common Stock
Sale prices
$65.00–$69.55 per share
Weighted average price ranges for reported sales
Options exercised
122,096 shares at $3.18
Total shares acquired via stock option exercises
Shares gifted
2,100 shares
Bona fide gift to a donor-advised fund
Shares held after
444,557 shares
Direct Class A Common Stock ownership post-transactions
Options remaining
786,165 options at $3.18
Post-transaction stock option balance expiring Dec 22, 2033
10b5-1 plan adoption date
September 22, 2025
Plan governing at least one reported sale
Key Terms
Rule 10b5-1 plan, weighted average price, bona fide gift, stock option, +1 more
5 terms
Rule 10b5-1 plan regulatory
"This sale reported herein was effected pursuant to a Rule 10b5-1 plan adopted on September 22, 2025."
A Rule 10b5-1 plan is a prearranged, written schedule that lets corporate insiders buy or sell company stock at set times or amounts, even if they later learn material nonpublic information. Think of it like setting an automatic thermostat for trades: it creates a clear record that trades were planned in advance, reducing the risk of insider-trading accusations and helping investors trust that insider transactions are routine rather than based on secret information.
weighted average price financial
"The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions..."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
bona fide gift financial
"Represents shares donated as a gift by the Reporting Person to a donor-advised fund."
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
stock option financial
"The stock option vested as to 20% of the underlying shares on August 1, 2024 and continues to vest thereafter..."
A stock option is a contract that gives you the right to buy or sell a company's stock at a specific price within a certain time frame. People use them to potentially make money if the stock's price moves favorably or to protect against losses. It's like holding a coupon that can be used to buy or sell stock at a set price later on.
donor-advised fund financial
"Represents shares donated as a gift by the Reporting Person to a donor-advised fund."
A donor-advised fund is a charitable giving account that lets an individual or family deposit cash, stock, or other assets now, get an immediate tax benefit, and then recommend grants to charities over time. Think of it like a private charitable bucket you control without running a charity yourself; investors care because it’s a tax-efficient way to give appreciated securities, can change when and how donated shares enter the market, and affects personal and corporate tax planning.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did Oklo (OKLO) CFO Richard Craig Bealmear report?
Oklo CFO Richard Craig Bealmear reported exercising stock options, selling shares, and making a stock gift. He exercised 122,096 options at $3.18, sold 73,081 shares in open-market trades, and donated 2,100 shares to a donor-advised fund.
What stock options in Oklo (OKLO) does the CFO retain after exercising some?
Following the exercises, the CFO retains 786,165 stock options on Oklo shares. These options carry an exercise price of $3.18 per share and expire on December 22, 2033, according to the derivative transaction entries in the filing.
Did the Oklo (OKLO) CFO make any charitable gifts of stock?
Yes. The filing reports a bona fide gift of 2,100 Oklo Class A Common shares to a donor-advised fund. The footnote explains that after the donation, the CFO has no control over, or ability to direct, the disposition of those donated shares.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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