Insider Trading March 26, 2026

Oklo CTO Disposes $314,085 in Stock as RSUs Vest; Ownership and Analyst Views Updated

Patrick Joseph Schweiger sells 5,561 shares to meet tax withholding after exercising RSUs; analysts adjust targets amid operational and capital concerns

By Sofia Navarro OKLO META
Oklo CTO Disposes $314,085 in Stock as RSUs Vest; Ownership and Analyst Views Updated
OKLO META

Oklo Inc. Chief Technology Officer Patrick Joseph Schweiger sold 5,561 shares of Class A common stock on March 25, 2026, for $56.48 per share, generating proceeds of roughly $314,085. The sale followed a March 24 exercise of 12,882 restricted stock units (RSUs) and was executed to cover tax withholding obligations arising from the vesting and settlement of those RSUs. The transactions altered Schweiger's direct holdings and come as analysts revise price targets while the company secures a design approval milestone for its Aurora reactor.

Key Points

  • CTO Patrick Joseph Schweiger sold 5,561 Class A shares on March 25, 2026, at $56.48 per share, raising approximately $314,085.
  • Schweiger exercised 12,882 RSUs on March 24, 2026 (price $0), and the share sale was used to meet tax withholding obligations; direct ownership decreased to 19,430 shares while 59,034 RSUs remain directly owned.
  • Analysts adjusted price targets and ratings - UBS lowered its target to $60 (Neutral) citing execution and cost risk; Craig-Hallum reduced its target to $71 (Hold) citing capital needs; William Blair kept an Outperform rating based on Aurora reactor progress and DOE design approval.

Chief Technology Officer Patrick Joseph Schweiger of Oklo Inc. (NASDAQ: OKLO) sold 5,561 shares of the company’s Class A common stock on March 25, 2026, at a per-share price of $56.48, according to a Form 4 filed with the Securities and Exchange Commission. The sale produced proceeds of approximately $314,085.

The sale price of $56.48 was a premium to the then-current trade price of $51.80, a level that sits well below the company’s 52-week high of $193.84.

The Form 4 indicates the disposition reduced Schweiger’s direct share ownership in Oklo to 19,430 shares. The filing also shows that on March 24, 2026, Schweiger exercised 12,882 restricted stock units (RSUs), which converted on a one-for-one basis into 12,882 shares of Class A common stock. Those RSUs carried a price of $0. After the exercise and settlement events, Schweiger directly holds 59,034 RSUs.

The filing and accompanying disclosures state that the share sale was undertaken to satisfy tax withholding obligations tied to the vesting and settlement of the RSUs.

Market performance for Oklo has been bifurcated over different time frames. The stock has delivered a 110% return over the past year, yet it has experienced a 50% decline over the last six months. Separately, InvestingPro analysis cited in the filings and related materials suggests the stock is trading above its Fair Value, and notes the availability of 13 extra ProTips and detailed Pro Research Reports for subscribers.

Analyst coverage and company developments provide further context for the insider transaction. UBS reduced its price target for Oklo to $60 from $95 while maintaining a Neutral rating, citing execution risk and cost concerns. Craig-Hallum adjusted its target to $71 from $87 and retained a Hold rating, pointing to the company’s capital needs. By contrast, William Blair reaffirmed an Outperform rating, citing progress with Oklo’s Aurora reactor.

Oklo announced that its Aurora reactor received its first design approval from the Department of Energy, a regulatory milestone the research note characterizes as reducing risk associated with a power agreement the company has with Meta. In personnel news, Oklo Chief Executive Officer Jacob DeWitte was appointed to the President’s Council of Advisors on Science and Technology, a body co-chaired by David Sacks and Michael Kratsios and composed of technology and business leaders.

Industry commentary cited in company materials also highlighted broader potential for small modular reactors, including their possible role in supplying carbon-free baseload power to support expanding computational loads, such as those associated with artificial intelligence applications.

Collectively, the insider sale and the surrounding corporate and analyst developments offer a snapshot of how leadership compensation events, regulatory progress, and investor sentiment are intersecting for Oklo as it advances its reactor programs and navigates capital and execution challenges.

Risks

  • Execution risk and cost concerns highlighted by UBS - impacts the energy and industrial sectors tied to nuclear project delivery.
  • Capital needs identified by Craig-Hallum - financial pressure could affect Oklo’s balance sheet and its ability to fund reactor development, relevant to markets and energy infrastructure.
  • Valuation concerns from InvestingPro noting the stock trades above Fair Value - market risk for investors amid recent share price volatility (110% over one year, but down 50% in six months).

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