Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORACLE CORPORCL · Entity 2805 | EVP, Chief Accounting Officer | 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 | Direct | 70,587 |
Reported balance
After 2026-09-19 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2026-09-19 · Exercise / conversion · Acquired 11,934 · Balance 70,587 |
| Common StockSEC Table I · non-derivative | Direct | 69,863 |
Reported balance
After 2026-09-21 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2026-09-21 · Tax withholding · Disposed 6,230 · Balance 69,863 F1: Shares withheld for payment of tax liability upon vesting of restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 76,093 |
Reported balance
After 2026-09-20 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2026-09-20 · Exercise / conversion · Acquired 5,506 · Balance 76,093 |
| Common StockSEC Table I · non-derivative | Direct | 66,988 |
Reported balance
After 2026-09-21 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2026-09-21 · Tax withholding · Disposed 2,875 · Balance 66,988 F1: Shares withheld for payment of tax liability upon vesting of restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 64,357 |
Reported balance
After 2026-09-22 transaction · row 5
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 5 · 2026-09-22 · Sale · Disposed 2,631 · Balance 64,357 |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 23,868 |
Reported balance
After 2026-09-19 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-09-19 · Exercise / conversion · Disposed 11,934 · Balance 23,868 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 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-09-20 · Exercise / conversion · Disposed 5,506 · 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. |
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 |
|---|---|---|---|---|---|---|
| December 05, 2023 Filed Dec 5, 2023 16:28 UTC | ORACLE CORP ORCL · Entity 2805 | Tax withholdingCommon Stock | 5,729 | $115.78 | $663,303.62 |
DisclosureSEC source: 0001127602-23-028876 · form4.xml · nonDerivative · entry 2 Smith Maria · CIK 0001957369 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,709 F1 · shares: Shares withheld for payment of tax liability upon vesting of restricted stock units. Read SEC document |
| December 05, 2023 Filed Dec 5, 2023 16:28 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 11,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-028876 · form4.xml · nonDerivative · entry 1 Smith Maria · CIK 0001957369 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,438 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 |
| September 20, 2023 Filed Sep 22, 2023 19:27 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 5,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024689 · form4.xml · derivative · entry 3 Smith Maria · CIK 0001957369 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,518 Underlying: Common Stock · 5,506 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. F3 · derivative.exercise_date: The restricted stock units vest in four equal annual installments, beginning on the first anniversary of the date of grant. F3 · derivative.expiration_date: The restricted stock units vest in four equal annual installments, beginning on the first anniversary of the date of grant. Read SEC document |
| September 20, 2023 Filed Sep 22, 2023 19:27 UTC | ORACLE CORP ORCL · Entity 2805 | Tax withholdingCommon Stock | 2,864 | $112.77 | $322,973.28 |
DisclosureSEC source: 0001127602-23-024689 · form4.xml · nonDerivative · entry 2 Smith Maria · CIK 0001957369 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,422 F1 · shares: Shares withheld for payment of tax liability upon vesting of restricted stock units. Read SEC document |
| September 20, 2023 Filed Sep 22, 2023 19:27 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 5,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024689 · form4.xml · nonDerivative · entry 1 Smith Maria · CIK 0001957369 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,286 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 |
| September 15, 2023 Filed Sep 18, 2023 18:31 UTC | ORACLE CORP ORCL · Entity 2805 | GrantRestricted Stock Unit · Derivative | 52,674 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-024336 · form4.xml · derivative · entry 1 Smith Maria · CIK 0001957369 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,674 Underlying: Common Stock · 52,674 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · derivative.exercise_date: The restricted stock units vest in four equal annual installments, beginning on the first anniversary of the date of grant. F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments, beginning on the first anniversary of the date of grant. Read SEC document |
| September 05, 2023 Filed Sep 6, 2023 17:09 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-023817 · form4.xml · derivative · entry 3 Smith Maria · CIK 0001957369 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 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. F3 · derivative.exercise_date: The restricted stock units vest in four equal annual installments, beginning on the first anniversary of the date of grant. F3 · derivative.expiration_date: The restricted stock units vest in four equal annual installments, beginning on the first anniversary of the date of grant. Read SEC document |
| September 05, 2023 Filed Sep 6, 2023 17:09 UTC | ORACLE CORP ORCL · Entity 2805 | Tax withholdingCommon Stock | 6,500 | $120.93 | $786,045.00 |
DisclosureSEC source: 0001127602-23-023817 · form4.xml · nonDerivative · entry 2 Smith Maria · CIK 0001957369 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,780 F1 · shares: Shares withheld for payment of tax liability upon vesting of restricted stock units. Read SEC document |
| September 05, 2023 Filed Sep 6, 2023 17:09 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-023817 · form4.xml · nonDerivative · entry 1 Smith Maria · CIK 0001957369 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,280 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 |
| August 04, 2023 Filed Aug 7, 2023 17:56 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 3,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022161 · form4.xml · derivative · entry 6 Smith Maria · CIK 0001957369 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,250 Underlying: Common Stock · 3,250 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. F3 · derivative.exercise_date: The restricted stock units vest in four equal annual installments, beginning on the first anniversary of the date of grant. F3 · derivative.expiration_date: The restricted stock units vest in four equal annual installments, beginning on the first anniversary of the date of grant. Read SEC document |
| August 04, 2023 Filed Aug 7, 2023 17:56 UTC | ORACLE CORP ORCL · Entity 2805 | Tax withholdingCommon Stock | 1,690 | $114.55 | $193,589.50 |
DisclosureSEC source: 0001127602-23-022161 · form4.xml · nonDerivative · entry 4 Smith Maria · CIK 0001957369 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,780 F1 · shares: Shares withheld for payment of tax liability upon vesting of restricted stock units. Read SEC document |
| August 04, 2023 Filed Aug 7, 2023 17:56 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 3,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022161 · form4.xml · nonDerivative · entry 3 Smith Maria · CIK 0001957369 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,470 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 |
| August 03, 2023 Filed Aug 7, 2023 17:56 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 3,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022161 · form4.xml · derivative · entry 5 Smith Maria · CIK 0001957369 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,750 Underlying: Common Stock · 3,375 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. F3 · derivative.exercise_date: The restricted stock units vest in four equal annual installments, beginning on the first anniversary of the date of grant. F3 · derivative.expiration_date: The restricted stock units vest in four equal annual installments, beginning on the first anniversary of the date of grant. Read SEC document |
| August 03, 2023 Filed Aug 7, 2023 17:56 UTC | ORACLE CORP ORCL · Entity 2805 | Tax withholdingCommon Stock | 1,755 | $115.71 | $203,071.05 |
DisclosureSEC source: 0001127602-23-022161 · form4.xml · nonDerivative · entry 2 Smith Maria · CIK 0001957369 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,220 F1 · shares: Shares withheld for payment of tax liability upon vesting of restricted stock units. Read SEC document |
| August 03, 2023 Filed Aug 7, 2023 17:56 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 3,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022161 · form4.xml · nonDerivative · entry 1 Smith Maria · CIK 0001957369 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,975 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 |
| July 07, 2023 Filed Jul 7, 2023 17:58 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 3,680 | $115.00 | $423,200.00 |
DisclosureSEC source: 0001127602-23-020485 · form4.xml · nonDerivative · entry 2 Smith Maria · CIK 0001957369 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,600 Read SEC document |
| July 05, 2023 Filed Jul 7, 2023 17:58 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 1,320 | $116.78 | $154,149.60 |
DisclosureSEC source: 0001127602-23-020485 · form4.xml · nonDerivative · entry 1 Smith Maria · CIK 0001957369 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,280 Read SEC document |
| June 27, 2023 Filed Jun 29, 2023 17:38 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 2,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-019574 · form4.xml · derivative · entry 3 Smith Maria · CIK 0001957369 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,750 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. F3 · derivative.exercise_date: The restricted stock units vested in four equal annual installments, beginning on the first anniversary of the date of grant. F3 · derivative.expiration_date: The restricted stock units vested in four equal annual installments, beginning on the first anniversary of the date of grant. Read SEC document |
| June 27, 2023 Filed Jun 29, 2023 17:38 UTC | ORACLE CORP ORCL · Entity 2805 | Tax withholdingCommon Stock | 1,430 | $116.78 | $166,995.40 |
DisclosureSEC source: 0001127602-23-019574 · form4.xml · nonDerivative · entry 2 Smith Maria · CIK 0001957369 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,600 F1 · shares: Shares withheld for payment of tax liability upon vesting of restricted stock units. Read SEC document |
| June 27, 2023 Filed Jun 29, 2023 17:38 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 2,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-019574 · form4.xml · nonDerivative · entry 1 Smith Maria · CIK 0001957369 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,030 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.