Monitor for follow-up open-market activity — absence of selling after exercise could signal confidence, but these transactions are primarily tax-driven. Watch for future Form 4s to see if directors reinvest via purchases.
Price Chart
Executive Summary
Two Oklo directors, Richard Kinzley and John Jansen, each exercised in-the-money stock options for 16,854 shares at $58.25, realizing approximately $981,745 in value per individual. These were non-cash exercises followed by open-market sales to cover taxes and realize gains, with no open-market purchases indicated.
Key Financial Metrics
Key Facts
- Two directors (Kinzley and Jansen) exercised derivative securities (stock options) on the same day (2026-03-06).
- Each exercised 16,854 shares at a strike price of $0 (indicating full vesting of previously granted options).
- Each realized $981,745.50 in value based on a $58.25 market price at exercise.
- Total economic value realized in the cluster: $1,963,491.
- No open-market purchases were made; transactions labeled 'M' (exercise of derivative) and associated dispositions are non-cash events.
Financial Impact
$1.96 million in insider value realization via option exercises, representing 0.02% of Oklo's $9.7B market cap
Risk Factors
- Potential for modest dilution from newly issued shares upon option exercise.
- Perception of insider monetization without reinvestment, though not unusual for post-IPO or post-grant vesting events.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CONTEXT: Insider Cluster Data (4 trades, 7d window) | cluster-OKLO-1773173571710 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 17d ago | Insider Cluster | $35.98 $40.45 | ▼ −12.42% | ▼ −10.30% | $36.05 (−0.19%) |
Sep 11, 2026 21d ago | 424B5 | $36.22 $38.00 | ▼ −4.91% | ▼ −5.14% | $36.05 (+0.47%) |
Sep 11, 2026 21d ago | 8-K | $36.22 $38.00 | ▼ −4.91% | ▼ −5.14% | $36.05 (+0.47%) |
Sep 9, 2026 23d ago | Insider Cluster | $42.57 $35.62 | ▲ +16.33% | ▲ +15.67% | $36.05 (+15.32%) |
Sep 3, 2026 29d ago | Insider Cluster | $39.84 $36.22 | ▼ −9.09% | ▼ −7.94% | $36.05 (−9.51%) |
Sep 2, 2026 4w ago | Insider Cluster | $39.52 $39.88 | ▼ −0.91% | ▼ −1.87% | $36.05 (+8.78%) |
Aug 27, 2026 5w ago | Insider Cluster | $42.53 $39.84 | ▼ −6.32% | ▼ −6.59% | $36.05 (−15.24%) |
Aug 27, 2026 5w ago | Insider Cluster | $42.53 $39.84 | ▼ −6.32% | ▼ −6.59% | $36.05 (−15.24%) |
Aug 25, 2026 5w ago | Insider Cluster | $44.27 $38.53 | ▼ −12.97% | ▼ −12.43% | $36.05 (−18.57%) |
Aug 9, 2026 7w ago | Institutional Cluster | $44.49 $43.88 | ▼ −1.37% | ▼ −1.32% | $36.05 (−18.97%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access