Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORACLE CORPORCL · Entity 2805 | Director · Vice Chairman | September 19, 2026 | September 23, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ORACLE CORP
Report date September 19, 2026 · Filed September 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 480,453 |
Reported balance
After 2026-09-19 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-19 · Exercise / conversion · Acquired 13,426 · Balance 480,453 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 507,604 |
Reported balance
After 2026-09-21 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-09-21 · Tax withholding · Disposed 5,884 · Balance 507,604 F1: Shares withheld for payment of tax liability upon vesting of restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 513,488 |
Reported balance
After 2026-09-20 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-09-20 · Exercise / conversion · Acquired 33,035 · Balance 513,488 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 493,142 |
Reported balance
After 2026-09-21 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-09-21 · Tax withholding · Disposed 14,462 · Balance 493,142 F1: Shares withheld for payment of tax liability upon vesting of restricted stock units. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 26,852 |
Reported balance
After 2026-09-19 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-09-19 · Exercise / conversion · Disposed 13,426 · Balance 26,852 F2: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3: The restricted stock units vest in four equal annual installments, beginning on the first anniversary of the date of grant. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-09-20 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-09-20 · Exercise / conversion · Disposed 33,035 · Balance 0 F2: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3: The restricted stock units vest in four equal annual installments, beginning on the first anniversary of the date of grant. |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT | 745,000 |
Reported balance
Holding disclosure · report date 2026-09-19 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 745,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Henley Community Property Trust | 490,333 |
Reported balance
Holding disclosure · report date 2026-09-19 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 490,333 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for payment of tax liability upon vesting of restricted stock units.
F2: Each restricted stock unit represents the right to receive, at settlement, one share of common stock.
F3: The restricted stock units vest in four equal annual installments, beginning on the first anniversary of the date of grant.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 15, 2006 Filed Mar 17, 2006 01:47 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 156,272 | $0.00 Strike: $4.24 | $0.00 |
DisclosureSEC source: 0001197588-06-000001 · primary_doc.xml · derivative · entry 5 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 156,272 shares Expires 2006-07-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Option vests 25% annually on anniversary of grant date. Read SEC document |
| March 15, 2006 Filed Mar 17, 2006 01:47 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 83,300 | $13.01 | $1,083,733.00 |
DisclosureSEC source: 0001197588-06-000001 · primary_doc.xml · nonDerivative · entry 4 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,516 F1 · shares: Sale of shares pursuant to Rule 10b5-1 Plan adopted on January 31, 2006. Read SEC document |
| March 15, 2006 Filed Mar 17, 2006 01:47 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 416,700 | $13.00 | $5,417,100.00 |
DisclosureSEC source: 0001197588-06-000001 · primary_doc.xml · nonDerivative · entry 3 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,816 F1 · shares: Sale of shares pursuant to Rule 10b5-1 Plan adopted on January 31, 2006. Read SEC document |
| March 15, 2006 Filed Mar 17, 2006 01:47 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 343,728 | $4.61 | $1,584,998.55 |
DisclosureSEC source: 0001197588-06-000001 · primary_doc.xml · nonDerivative · entry 2 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 534,516 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2006 Filed Mar 17, 2006 01:47 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 156,272 | $4.24 | $661,999.45 |
DisclosureSEC source: 0001197588-06-000001 · primary_doc.xml · nonDerivative · entry 1 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,788 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 02, 2006 Filed Mar 6, 2006 21:48 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 293,728 | $0.00 Strike: $4.24 | $0.00 |
DisclosureSEC source: 0001093287-06-000022 · primary_doc.xml · derivative · entry 20 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,272 Underlying: Common Stock · 293,728 shares Expires 2006-05-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Option vests 25% annually on anniversary of grant date. Read SEC document |
| March 02, 2006 Filed Mar 6, 2006 21:48 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 6,272 | $0.00 Strike: $3.69 | $0.00 |
DisclosureSEC source: 0001093287-06-000022 · primary_doc.xml · derivative · entry 19 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,272 shares Expires 2006-05-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Option vests 25% annually on anniversary of grant date. Read SEC document |
| March 02, 2006 Filed Mar 6, 2006 21:48 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 7,690 | $12.91 | $99,277.90 |
DisclosureSEC source: 0001093287-06-000022 · primary_doc.xml · nonDerivative · entry 18 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,516 F1 · shares: Sale of shares pursuant to Rule 10b5-1 Plan adopted on July 29, 2005. Read SEC document |
| March 02, 2006 Filed Mar 6, 2006 21:48 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 31,000 | $12.90 | $399,900.00 |
DisclosureSEC source: 0001093287-06-000022 · primary_doc.xml · nonDerivative · entry 17 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,206 F1 · shares: Sale of shares pursuant to Rule 10b5-1 Plan adopted on July 29, 2005. Read SEC document |
| March 02, 2006 Filed Mar 6, 2006 21:48 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 31,010 | $12.89 | $399,718.90 |
DisclosureSEC source: 0001093287-06-000022 · primary_doc.xml · nonDerivative · entry 16 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,206 F1 · shares: Sale of shares pursuant to Rule 10b5-1 Plan adopted on July 29, 2005. Read SEC document |
| March 02, 2006 Filed Mar 6, 2006 21:48 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 28,200 | $12.88 | $363,216.00 |
DisclosureSEC source: 0001093287-06-000022 · primary_doc.xml · nonDerivative · entry 15 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,216 F1 · shares: Sale of shares pursuant to Rule 10b5-1 Plan adopted on July 29, 2005. Read SEC document |
| March 02, 2006 Filed Mar 6, 2006 21:48 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 17,100 | $12.87 | $220,077.00 |
DisclosureSEC source: 0001093287-06-000022 · primary_doc.xml · nonDerivative · entry 14 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,416 F1 · shares: Sale of shares pursuant to Rule 10b5-1 Plan adopted on July 29, 2005. Read SEC document |
| March 02, 2006 Filed Mar 6, 2006 21:48 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 27,400 | $12.86 | $352,364.00 |
DisclosureSEC source: 0001093287-06-000022 · primary_doc.xml · nonDerivative · entry 13 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,516 F1 · shares: Sale of shares pursuant to Rule 10b5-1 Plan adopted on July 29, 2005. Read SEC document |
| March 02, 2006 Filed Mar 6, 2006 21:48 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 32,400 | $12.85 | $416,340.00 |
DisclosureSEC source: 0001093287-06-000022 · primary_doc.xml · nonDerivative · entry 12 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,916 F1 · shares: Sale of shares pursuant to Rule 10b5-1 Plan adopted on July 29, 2005. Read SEC document |
| March 02, 2006 Filed Mar 6, 2006 21:48 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 9,000 | $12.84 | $115,560.00 |
DisclosureSEC source: 0001093287-06-000022 · primary_doc.xml · nonDerivative · entry 11 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,316 F1 · shares: Sale of shares pursuant to Rule 10b5-1 Plan adopted on July 29, 2005. Read SEC document |
| March 02, 2006 Filed Mar 6, 2006 21:48 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 17,450 | $12.82 | $223,709.00 |
DisclosureSEC source: 0001093287-06-000022 · primary_doc.xml · nonDerivative · entry 10 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,316 F1 · shares: Sale of shares pursuant to Rule 10b5-1 Plan adopted on July 29, 2005. Read SEC document |
| March 02, 2006 Filed Mar 6, 2006 21:48 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 22,450 | $12.81 | $287,584.50 |
DisclosureSEC source: 0001093287-06-000022 · primary_doc.xml · nonDerivative · entry 9 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,766 F1 · shares: Sale of shares pursuant to Rule 10b5-1 Plan adopted on July 29, 2005. Read SEC document |
| March 02, 2006 Filed Mar 6, 2006 21:48 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 23,000 | $12.80 | $294,400.00 |
DisclosureSEC source: 0001093287-06-000022 · primary_doc.xml · nonDerivative · entry 8 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,216 F1 · shares: Sale of shares pursuant to Rule 10b5-1 Plan adopted on July 29, 2005. Read SEC document |
| March 02, 2006 Filed Mar 6, 2006 21:48 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 20,000 | $12.79 | $255,800.00 |
DisclosureSEC source: 0001093287-06-000022 · primary_doc.xml · nonDerivative · entry 7 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,216 F1 · shares: Sale of shares pursuant to Rule 10b5-1 Plan adopted on July 29, 2005. Read SEC document |
| March 02, 2006 Filed Mar 6, 2006 21:48 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 7,800 | $12.78 | $99,684.00 |
DisclosureSEC source: 0001093287-06-000022 · primary_doc.xml · nonDerivative · entry 6 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,216 F1 · shares: Sale of shares pursuant to Rule 10b5-1 Plan adopted on July 29, 2005. Read SEC document |
| March 02, 2006 Filed Mar 6, 2006 21:48 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 7,000 | $12.77 | $89,390.00 |
DisclosureSEC source: 0001093287-06-000022 · primary_doc.xml · nonDerivative · entry 5 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,016 F1 · shares: Sale of shares pursuant to Rule 10b5-1 Plan adopted on July 29, 2005. Read SEC document |
| March 02, 2006 Filed Mar 6, 2006 21:48 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 8,800 | $12.75 | $112,200.00 |
DisclosureSEC source: 0001093287-06-000022 · primary_doc.xml · nonDerivative · entry 4 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,016 F1 · shares: Sale of shares pursuant to Rule 10b5-1 Plan adopted on July 29, 2005. Read SEC document |
| March 02, 2006 Filed Mar 6, 2006 21:48 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 9,700 | $12.74 | $123,578.00 |
DisclosureSEC source: 0001093287-06-000022 · primary_doc.xml · nonDerivative · entry 3 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 324,816 F1 · shares: Sale of shares pursuant to Rule 10b5-1 Plan adopted on July 29, 2005. Read SEC document |
| March 02, 2006 Filed Mar 6, 2006 21:48 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 293,728 | $4.24 | $1,244,290.55 |
DisclosureSEC source: 0001093287-06-000022 · primary_doc.xml · nonDerivative · entry 2 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334,516 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 02, 2006 Filed Mar 6, 2006 21:48 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 6,272 | $3.69 | $23,171.90 |
DisclosureSEC source: 0001093287-06-000022 · primary_doc.xml · nonDerivative · entry 1 HENLEY JEFFREY · CIK 0001206100 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,788 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.