Oklo Inc. SEC Filings

Oklo Inc. is offering up to $539,999,000 of Class A common stock through an amended at-the-market Sales Agreement with Goldman Sachs, BofA Securities, B. Riley and TD Securities, leaving approximately $139,999,000 of capacity remaining under the agreement. The Sales Agents may sell shares across markets and will receive commissions up to 2.5% of gross sales. The prospectus discloses historical net tangible book value of $660.4 million, or $4.47 per share, and an as-adjusted value of $1,119.4 million, or $7.74 per share, implying immediate dilution to new investors of $65.90 per share at an assumed $73.64 price. Material company milestones stated include a DOE site use permit and fuel award at Idaho National Laboratory, a Memorandum of Agreement with DOE (Sept 25, 2024), completion of an NRC Phase I pre-application readiness assessment (July 2025) with no significant gaps identified, a December 2024 12 GWe Master Power Agreement with Switch, an approximate 14,100 MWe order book, and a targeted first Aurora powerhouse deployment in late 2027 or early 2028.

Oklo Inc. insider Form 4: William Carroll Murphy Goodwin, the company's Chief Legal & Strategy Officer, had 82,743 restricted stock units (RSUs) released on 08/14/2025, each representing one share of Class A common stock. On the same date the filing shows a disposition of 41,356 shares sold at $76.802 per share, leaving 41,387 shares beneficially owned following the transactions. The RSUs vested one-third on August 12, 2025 and the balance vests in eight substantially equal quarterly installments. The Form 4 is signed by an attorney-in-fact on behalf of the reporting person.

Oklo Inc. Chief Legal & Strategy Officer and director William Carroll Murphy Goodwin reported initial beneficial ownership via a Form 3 for OKLO, reflecting restricted stock units that convert to Class A common stock. The filing records 248,227 RSUs vesting one-third on August 12, 2025 and thereafter in eight quarterly installments; 10,000 RSUs vesting in full on November 29, 2025; and 2,202 RSUs vesting in three annual installments beginning November 29, 2025. The event date is 08/06/2025.

Patrick Joseph Schweiger, serving as Chief Technology Officer of Oklo Inc., filed an initial Form 3 reporting ownership of 38,648 restricted stock units that each represent a contingent right to one share of the issuer's Class A Common Stock. The RSUs vest in 36 substantially equal monthly installments beginning on March 15, 2026. The filing was submitted as an individual statement and is accompanied by a power of attorney exhibit.

Oklo Inc. is advancing its Aurora fast‑reactor program and expanded into radioisotopes by acquiring Atomic Alchemy for $28,424 thousand (stock consideration $27,408 thousand and $900 thousand cash). The acquisition preliminarily allocated $27,500 thousand to indefinite‑lived IPR&D (two projects, Abundantia $4,600k and Meitner $22,900k) and $6,720 thousand to goodwill.

On the balance sheet as of June 30, 2025, Oklo held total cash, cash equivalents and marketable debt securities of $682,965 thousand (cash $226,771k; marketable debt securities fair value $456,194k). For the six months ended June 30, 2025 the company reported a net loss of $34,495 thousand, loss from operations of $45,889 thousand, net cash used in operating activities of $30,714 thousand, and an accumulated deficit of $169,604 thousand. In June 2025 Oklo completed a public offering of 7,666,667 shares at $60.00 per share, raising gross proceeds of $460,000 thousand and net proceeds of $441,600 thousand. Management states existing liquidity is expected to fund operations for at least one year following these condensed financial statements.