Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORACLE CORPORCL · Entity 2805 | Director | May 31, 2026 | June 02, 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 May 31, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy The Berg Family Trust | 154,113 |
Reported balance
After 2026-05-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-05-31 · Exercise / conversion · Acquired 2,114 · Balance 154,113 F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 1,550 |
Reported balance
After 2026-05-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-31 · Grant · Acquired 1,550 · Balance 1,550 F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3: Restricted stock units vest 100% on first anniversary of grant date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-31 · Exercise / conversion · Disposed 2,114 · Balance 0 F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3: Restricted stock units vest 100% on first anniversary of grant date. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,450 |
Reported balance
Holding disclosure · report date 2026-05-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,450 F2: Reflects a reduction in the amount previously reported in a Form 4 filed by the Reporting Person on November 8, 2019 to correct an overstatement of the amount indirectly beneficially owned by the Reporting Person at that time. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, at settlement, one share of common stock.
F2: Reflects a reduction in the amount previously reported in a Form 4 filed by the Reporting Person on November 8, 2019 to correct an overstatement of the amount indirectly beneficially owned by the Reporting Person at that time.
F3: Restricted stock units vest 100% on first anniversary of grant date.
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 26, 2020 Filed Mar 28, 2020 01:16 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 40,030 | $49.20 | $1,969,423.96 |
DisclosureSEC source: 0001127602-20-012096 · form4.xml · nonDerivative · entry 5 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Berg Family Trust Disclosed balance after: 138,900 F5 · price: This transaction was executed in multiple trades at prices ranging from $48.43 to $49.42. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 26, 2020 Filed Mar 28, 2020 01:16 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 3,448 | $48.05 | $165,693.30 |
DisclosureSEC source: 0001127602-20-012096 · form4.xml · nonDerivative · entry 4 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Berg Family Trust Disclosed balance after: 178,930 F4 · price: This transaction was executed in multiple trades at prices ranging from $47.43 to $48.42. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 26, 2020 Filed Mar 28, 2020 01:16 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 4,794 | $46.65 | $223,638.66 |
DisclosureSEC source: 0001127602-20-012096 · form4.xml · nonDerivative · entry 3 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Berg Family Trust Disclosed balance after: 182,378 F3 · price: This transaction was executed in multiple trades at prices ranging from $46.27 to $47.15. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 26, 2020 Filed Mar 28, 2020 01:16 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 22,500 | $22.57 | $507,825.00 |
DisclosureSEC source: 0001127602-20-012096 · form4.xml · nonDerivative · entry 2 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By 2012 GRAT Disclosed balance after: 90,094 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 · shares: Upon the exercise of the option, the shares were directly transferred to the 2012 GRAT. Read SEC document |
| March 26, 2020 Filed Mar 28, 2020 01:16 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 67,500 | $22.57 | $1,523,475.00 |
DisclosureSEC source: 0001127602-20-012096 · form4.xml · nonDerivative · entry 1 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Berg Family Trust Disclosed balance after: 187,172 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. F1 · shares: Upon the exercise of the option, the shares were directly transferred to The Berg Family Trust. Read SEC document |
| November 08, 2019 Filed Nov 12, 2019 19:22 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 9,550 | $55.98 | $534,609.00 |
DisclosureSEC source: 0001127602-19-032463 · form4.xml · nonDerivative · entry 1 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Berg Family Trust Disclosed balance after: 119,672 Read SEC document |
| May 31, 2019 Filed Jun 4, 2019 20:40 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 9,952 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-020726 · form4.xml · derivative · entry 5 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,952 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: Restricted Stock Units vest 100% on first anniversary of grant date. F3 · derivative.expiration_date: Restricted Stock Units vest 100% on first anniversary of grant date. Read SEC document |
| May 31, 2019 Filed Jun 4, 2019 20:40 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 1,407 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-020726 · form4.xml · derivative · entry 4 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,407 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F4 · derivative.exercise_date: Restricted stock units vest in four equal annual installments, beginning one year from date of grant. F4 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning one year from date of grant. Read SEC document |
| May 31, 2019 Filed Jun 4, 2019 20:40 UTC | ORACLE CORP ORCL · Entity 2805 | GrantRestricted Stock Unit · Derivative | 9,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-020726 · form4.xml · derivative · entry 3 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,189 Underlying: Common Stock · 9,189 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: Restricted Stock Units vest 100% on first anniversary of grant date. F3 · derivative.expiration_date: Restricted Stock Units vest 100% on first anniversary of grant date. Read SEC document |
| May 31, 2019 Filed Jun 4, 2019 20:40 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 9,952 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-020726 · form4.xml · nonDerivative · entry 2 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirect Ownership Disclosed balance after: 196,816 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. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · ownership.nature: 5,000 shares are held indirectly by spouse; 86,283 shares are held in a GRAT and 105,533 are held in a Trust. Read SEC document |
| May 31, 2019 Filed Jun 4, 2019 20:40 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 1,407 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-020726 · form4.xml · nonDerivative · entry 1 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirect Ownership Disclosed balance after: 186,864 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. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · ownership.nature: 5,000 shares are held indirectly by spouse; 86,283 shares are held in a GRAT and 105,533 are held in a Trust. Read SEC document |
| March 21, 2019 Filed Mar 21, 2019 19:04 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionStock Option · Derivative | 37,500 | $0.00 Strike: $19.59 | $0.00 |
DisclosureSEC source: 0001127602-19-012609 · form4.xml · derivative · entry 3 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,500 shares Expires 2019-05-31 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. F3 · derivative.exercise_date: Option vests 25% annually on anniversary of grant date. Read SEC document |
| March 21, 2019 Filed Mar 21, 2019 19:04 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 37,500 | $53.10 | $1,991,287.50 |
DisclosureSEC source: 0001127602-19-012609 · form4.xml · nonDerivative · entry 2 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirect Ownership Disclosed balance after: 185,457 F2 · price: This transaction was executed in multiple trades at prices ranging from $53.0302 to $53.20. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected. F1 · ownership.nature: 5,000 shares are held indirectly by spouse; 86,283 shares are held in a GRAT and 94,174 are held in a Trust. Read SEC document |
| March 21, 2019 Filed Mar 21, 2019 19:04 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 37,500 | $19.59 | $734,625.00 |
DisclosureSEC source: 0001127602-19-012609 · form4.xml · nonDerivative · entry 1 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirect Ownership Disclosed balance after: 222,957 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. F1 · ownership.nature: 5,000 shares are held indirectly by spouse; 86,283 shares are held in a GRAT and 94,174 are held in a Trust. Read SEC document |
| May 31, 2018 Filed Jun 1, 2018 22:59 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 11,251 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-019585 · form4.xml · derivative · entry 5 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,251 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: Restricted Stock Units vest 100% on first anniversary of grant date. F3 · derivative.expiration_date: Restricted Stock Units vest 100% on first anniversary of grant date. Read SEC document |
| May 31, 2018 Filed Jun 1, 2018 22:59 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 1,406 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-019585 · form4.xml · derivative · entry 4 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,407 Underlying: Common Stock · 1,406 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F4 · derivative.exercise_date: Restricted stock units vest in four equal annual installments, beginning one year from date of grant. F4 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning one year from date of grant. Read SEC document |
| May 31, 2018 Filed Jun 1, 2018 22:59 UTC | ORACLE CORP ORCL · Entity 2805 | GrantRestricted Stock Unit · Derivative | 9,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019585 · form4.xml · derivative · entry 3 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,952 Underlying: Common Stock · 9,952 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: Restricted Stock Units vest 100% on first anniversary of grant date. F3 · derivative.expiration_date: Restricted Stock Units vest 100% on first anniversary of grant date. Read SEC document |
| May 31, 2018 Filed Jun 1, 2018 22:59 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 11,251 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-019585 · form4.xml · nonDerivative · entry 2 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirect Ownership Disclosed balance after: 185,457 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. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · ownership.nature: 5,000 shares are held indirectly by spouse; 86,283 shares are held in a GRAT and 94,174 are held in a Trust. Read SEC document |
| May 31, 2018 Filed Jun 1, 2018 22:59 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 1,406 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-019585 · form4.xml · nonDerivative · entry 1 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirect Ownership Disclosed balance after: 174,206 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. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · ownership.nature: 5,000 shares are held indirectly by spouse; 86,283 shares are held in a GRAT and 94,174 are held in a Trust. Read SEC document |
| April 12, 2018 Filed Apr 13, 2018 21:45 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionStock Option · Derivative | 75,000 | $0.00 Strike: $22.84 | $0.00 |
DisclosureSEC source: 0001127602-18-014582 · form4.xml · derivative · entry 3 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 shares Expires 2018-05-31 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. F3 · derivative.exercise_date: Options vest 25% annually on anniversary of grant date. F4 · ownership.direct: The economic benefit and dispositive control of 56,250 shares of this option was transferred to the Berg 2012 Grantor Retained Annuity Trust on January 31, 2012. Read SEC document |
| April 12, 2018 Filed Apr 13, 2018 21:45 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 75,000 | $45.94 | $3,445,597.50 |
DisclosureSEC source: 0001127602-18-014582 · form4.xml · nonDerivative · entry 2 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirect Ownership Disclosed balance after: 172,800 F2 · price: This transaction was executed in multiple trades at prices ranging from $45.66 to $46.17. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected. F1 · ownership.nature: 5,000 shares are held indirectly by spouse; 86,283 shares are held in a GRAT and 81,517 are held in a Trust. Read SEC document |
| April 12, 2018 Filed Apr 13, 2018 21:45 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 75,000 | $22.84 | $1,713,000.00 |
DisclosureSEC source: 0001127602-18-014582 · form4.xml · nonDerivative · entry 1 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirect Ownership Disclosed balance after: 247,800 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. F1 · ownership.nature: 5,000 shares are held indirectly by spouse; 86,283 shares are held in a GRAT and 81,517 are held in a Trust. Read SEC document |
| September 21, 2017 Filed Sep 21, 2017 19:18 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionStock Option · Derivative | 164 | $0.00 Strike: $26.47 | $0.00 |
DisclosureSEC source: 0001127602-17-027888 · form4.xml · derivative · entry 6 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 164 shares Expires 2022-05-31 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. F3 · derivative.exercise_date: Option vests 25% annually on anniversary of grant date. Read SEC document |
| September 21, 2017 Filed Sep 21, 2017 19:18 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 164 | $48.11 | $7,890.52 |
DisclosureSEC source: 0001127602-17-027888 · form4.xml · nonDerivative · entry 4 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirect Ownership Disclosed balance after: 172,800 F1 · ownership.nature: 5,000 shares are held indirectly by spouse; 86,283 shares are held in a GRAT and 81,517 are held in a Trust. Read SEC document |
| September 21, 2017 Filed Sep 21, 2017 19:18 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 164 | $26.47 | $4,341.08 |
DisclosureSEC source: 0001127602-17-027888 · form4.xml · nonDerivative · entry 3 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirect Ownership Disclosed balance after: 172,964 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. F1 · ownership.nature: 5,000 shares are held indirectly by spouse; 86,283 shares are held in a GRAT and 81,517 are held in a Trust. Read SEC document |
| September 20, 2017 Filed Sep 21, 2017 19:18 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionStock Option · Derivative | 44,836 | $0.00 Strike: $26.47 | $0.00 |
DisclosureSEC source: 0001127602-17-027888 · form4.xml · derivative · entry 5 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164 Underlying: Common Stock · 44,836 shares Expires 2022-05-31 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. F3 · derivative.exercise_date: Option vests 25% annually on anniversary of grant date. Read SEC document |
| September 20, 2017 Filed Sep 21, 2017 19:18 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 44,836 | $48.03 | $2,153,284.77 |
DisclosureSEC source: 0001127602-17-027888 · form4.xml · nonDerivative · entry 2 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirect Ownership Disclosed balance after: 172,800 F2 · price: This transaction was executed in multiple trades at prices ranging from $48.00 to $48.1473. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected. F1 · ownership.nature: 5,000 shares are held indirectly by spouse; 86,283 shares are held in a GRAT and 81,517 are held in a Trust. Read SEC document |
| September 20, 2017 Filed Sep 21, 2017 19:18 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 44,836 | $26.47 | $1,186,808.92 |
DisclosureSEC source: 0001127602-17-027888 · form4.xml · nonDerivative · entry 1 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirect Ownership Disclosed balance after: 217,636 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. F1 · ownership.nature: 5,000 shares are held indirectly by spouse; 86,283 shares are held in a GRAT and 81,517 are held in a Trust. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 01:17 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 9,845 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-020159 · form4.xml · derivative · entry 5 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,845 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: Restricted Stock Units vest 100% on first anniversary of grant date. F3 · derivative.expiration_date: Restricted Stock Units vest 100% on first anniversary of grant date. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 01:17 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 1,406 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-020159 · form4.xml · derivative · entry 4 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,813 Underlying: Common Stock · 1,406 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F4 · derivative.exercise_date: Restricted stock units vest in four equal annual installments, beginning one year from date of grant. F4 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning one year from date of grant. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 01:17 UTC | ORACLE CORP ORCL · Entity 2805 | GrantRestricted Stock Unit · Derivative | 11,251 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-020159 · form4.xml · derivative · entry 3 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,251 Underlying: Common Stock · 11,251 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: Restricted Stock Units vest 100% on first anniversary of grant date. F3 · derivative.expiration_date: Restricted Stock Units vest 100% on first anniversary of grant date. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 01:17 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 9,845 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-020159 · form4.xml · nonDerivative · entry 2 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirect Ownership Disclosed balance after: 172,800 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. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · ownership.nature: 5,000 shares are held indirectly by spouse; 86,283 shares are held in a GRAT and 81,517 are held in a Trust. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 01:17 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 1,406 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-020159 · form4.xml · nonDerivative · entry 1 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirect Ownership Disclosed balance after: 162,955 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. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · ownership.nature: 5,000 shares are held indirectly by spouse; 86,283 shares are held in a GRAT and 81,517 are held in a Trust. Read SEC document |
| March 17, 2017 Filed Mar 17, 2017 23:37 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionStock Option · Derivative | 75,000 | $0.00 Strike: $19.38 | $0.00 |
DisclosureSEC source: 0001127602-17-012256 · form4.xml · derivative · entry 3 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 shares Expires 2017-05-31 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. F3 · derivative.exercise_date: Options vest 25% annually on anniversary of grant date. F4 · ownership.direct: The economic benefit and dispositive control of this option was transferred to the Berg Family Trust dated January 27, 1987, as amended and restated on December 13, 2011 Read SEC document |
| March 17, 2017 Filed Mar 17, 2017 23:37 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 31,750 | $45.80 | $1,454,289.70 |
DisclosureSEC source: 0001127602-17-012256 · form4.xml · nonDerivative · entry 2 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirect Ownership Disclosed balance after: 161,549 F2 · price: This transaction was executed in multiple trades at prices ranging from $45.79 to $45.8150. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected. F1 · ownership.nature: 5,000 shares are held indirectly by spouse; 86,283 shares are held in a GRAT and 70,266 are held in a Trust. Read SEC document |
| March 17, 2017 Filed Mar 17, 2017 23:37 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 75,000 | $19.38 | $1,453,500.00 |
DisclosureSEC source: 0001127602-17-012256 · form4.xml · nonDerivative · entry 1 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirect Ownership Disclosed balance after: 193,299 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. F1 · ownership.nature: 5,000 shares are held indirectly by spouse; 86,283 shares are held in a GRAT and 70,266 are held in a Trust. Read SEC document |
| May 31, 2016 Filed Jun 2, 2016 15:23 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 1,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-054359 · form4.xml · derivative · entry 3 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,219 Underlying: Common Stock · 1,406 shares Expires not disclosed 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_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F4 · derivative.exercise_date: Restricted stock units vest in four equal annual installments, beginning one year from date of grant. F4 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning one year from date of grant. Read SEC document |
| May 31, 2016 Filed Jun 2, 2016 15:23 UTC | ORACLE CORP ORCL · Entity 2805 | GrantRestricted Stock Unit · Derivative | 9,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-054359 · form4.xml · derivative · entry 2 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,845 Underlying: Common Stock · 9,845 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: Restricted Stock Units vest 100% on first anniversary of grant date. F3 · derivative.expiration_date: Restricted Stock Units vest 100% on first anniversary of grant date. Read SEC document |
| May 31, 2016 Filed Jun 2, 2016 15:23 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 1,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-054359 · form4.xml · nonDerivative · entry 1 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirect Ownership Disclosed balance after: 118,299 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. F1 · ownership.nature: 5,000 shares are held indirectly by spouse; 34,633 shares are held in a GRAT and 78,666 are held in a Trust. Read SEC document |
| April 11, 2016 Filed Apr 13, 2016 19:47 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionStock Option · Derivative | 30,000 | $0.00 Strike: $14.02 | $0.00 |
DisclosureSEC source: 0001127602-16-049184 · form4.xml · derivative · entry 3 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires 2016-05-31 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: Options vest 25% annually on anniversary of grant date. F3 · ownership.direct: The economic benefit and dispositive control of this option was transferred to the Berg Family Trust dated January 27, 1987, as amended and restated on December 13, 2011 Read SEC document |
| April 11, 2016 Filed Apr 13, 2016 19:47 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 10,400 | $40.80 | $424,320.00 |
DisclosureSEC source: 0001127602-16-049184 · form4.xml · nonDerivative · entry 2 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirect Ownership Disclosed balance after: 116,893 F1 · ownership.nature: 5,000 shares are held indirectly by spouse; 43,683 shares are held in a GRAT and 48,610 are held in a Trust. Read SEC document |
| April 11, 2016 Filed Apr 13, 2016 19:47 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 30,000 | $14.02 | $420,600.00 |
DisclosureSEC source: 0001127602-16-049184 · form4.xml · nonDerivative · entry 1 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirect Ownership Disclosed balance after: 127,293 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. F1 · ownership.nature: 5,000 shares are held indirectly by spouse; 43,683 shares are held in a GRAT and 48,610 are held in a Trust. Read SEC document |
| May 31, 2015 Filed Jun 2, 2015 17:54 UTC | ORACLE CORP ORCL · Entity 2805 | GrantRestricted Stock Unit · Derivative | 5,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-019369 · form4.xml · derivative · entry 2 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,625 Underlying: Common Stock · 5,625 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F3 · derivative.exercise_date: Restricted stock units vest in four equal annual installments, beginning one year from date of grant. F3 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning one year from date of grant. Read SEC document |
| May 31, 2015 Filed Jun 2, 2015 17:54 UTC | ORACLE CORP ORCL · Entity 2805 | GrantStock Option · Derivative | 22,500 | $0.00 Strike: $43.49 | $0.00 |
DisclosureSEC source: 0001127602-15-019369 · form4.xml · derivative · entry 1 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,500 Underlying: Common Stock · 22,500 shares Expires 2025-05-31 F1 · derivative.exercise_date: Option vests 25% annually on anniversary of grant date. Read SEC document |
| March 27, 2015 Filed Mar 31, 2015 20:06 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionStock Option · Derivative | 37,500 | $0.00 Strike: $19.59 | $0.00 |
DisclosureSEC source: 0001127602-15-012909 · form4.xml · derivative · entry 3 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 37,500 shares Expires 2019-05-31 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 27, 2015 Filed Mar 31, 2015 20:06 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 37,500 | $42.64 | $1,598,812.50 |
DisclosureSEC source: 0001127602-15-012909 · form4.xml · nonDerivative · entry 2 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirect Ownership Disclosed balance after: 97,293 F1 · ownership.nature: The shares are held indirectly through a GRAT, a trust and/or by spouse. Read SEC document |
| March 27, 2015 Filed Mar 31, 2015 20:06 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 37,500 | $19.59 | $734,625.00 |
DisclosureSEC source: 0001127602-15-012909 · form4.xml · nonDerivative · entry 1 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirect Ownership Disclosed balance after: 134,793 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. F1 · ownership.nature: The shares are held indirectly through a GRAT, a trust and/or by spouse. Read SEC document |
| May 31, 2014 Filed Jun 3, 2014 18:11 UTC | ORACLE CORP ORCL · Entity 2805 | GrantStock Option · Derivative | 45,000 | $0.00 Strike: $42.02 | $0.00 |
DisclosureSEC source: 0001127602-14-019635 · form4.xml · derivative · entry 1 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 Underlying: Common Stock · 45,000 shares Expires 2024-05-31 F1 · derivative.exercise_date: Option vests 25% annually on anniversary of grant date. Read SEC document |
| December 31, 2013 Filed Jan 2, 2014 23:10 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionStock Option · Derivative | 30,000 | $0.00 Strike: $12.85 | $0.00 |
DisclosureSEC source: 0001127602-14-000378 · form4.xml · derivative · entry 5 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires 2015-05-31 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. F1 · derivative.exercise_date: Options vest 25% annually on anniversary of grant date. F2 · ownership.direct: The economic benefit and dispositive control of this option was transferred to the Berg 2012 Grantor Retained Annuity Trust on January 31, 2012. Read SEC document |
| December 31, 2013 Filed Jan 2, 2014 23:10 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionStock Option · Derivative | 30,000 | $0.00 Strike: $11.40 | $0.00 |
DisclosureSEC source: 0001127602-14-000378 · form4.xml · derivative · entry 4 BERG JEFFREY · CIK 0001206104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires 2014-05-31 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. F1 · derivative.exercise_date: Options vest 25% annually on anniversary of grant date. F2 · ownership.direct: The economic benefit and dispositive control of this option was transferred to the Berg 2012 Grantor Retained Annuity Trust on January 31, 2012. 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.