TapewireFind a company

person · Reporting owner

CATZ SAFRA

Disclosed activity across 4 companies

Tapewire entity
11214
SEC CIK
0001205005

Export transaction history ↓

Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
ORACLE CORPORCL · Entity 2805Director · Chief Executive OfficerOctober 23, 2025October 28, 2025
Skydance CorpPSKY · Entity 3464DirectorJuly 21, 2026July 23, 2026
Walt Disney CoDIS · Entity 1887DirectorJune 30, 2024July 02, 2024

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 October 23, 2025 · Filed October 28, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Restricted Stock UnitSEC Table II · derivative / convertible securityDirect32,135 Reported balance After 2025-10-23 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2025-10-23 · Grant · Acquired 32,135 · Balance 32,135

F1: Each restricted stock unit represents the contingent right to receive, at settlement, one share of common stock.

F2: 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: Each restricted stock unit represents the contingent right to receive, at settlement, one share of common stock.

F2: The restricted stock units vest in four equal annual installments, beginning on the first anniversary of the date of grant.

Skydance Corp

Report date July 21, 2026 · Filed July 23, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B common stockSEC Table I · non-derivativeDirect25,000 Reported balance After 2026-07-21 transaction · row 1
1 source row

Row 1 · 2026-07-21 · Exercise / conversion · Acquired 25,000 · Balance 25,000

F1: The shares identified in Table I were issued on July 21, 2026, upon vesting of the Restricted Stock Units ("RSUs") identified in Table II, which were granted on August 7, 2025. On July 21, 2026 the closing price of the Class B common stock on The NASDAQ Global Select Market was $8.53 per share.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2026-07-21 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-07-21 · Exercise / conversion · Disposed 25,000 · Balance 0

F1: The shares identified in Table I were issued on July 21, 2026, upon vesting of the Restricted Stock Units ("RSUs") identified in Table II, which were granted on August 7, 2025. On July 21, 2026 the closing price of the Class B common stock on The NASDAQ Global Select Market was $8.53 per share.

Restricted Stock Units.SEC Table II · derivative / convertible securityDirect46,893 Reported balance After 2026-07-21 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-07-21 · Grant · Acquired 46,893 · Balance 46,893

F2: Each RSU represents a contingent right to receive one share of the Issuer's Class B common stock.

F3: These RSUs will generally vest on the earlier of (i) the date of the Issuer's 2027 Annual Meeting of Stockholders and (ii) July 21, 2027, and a corresponding number of shares of Class B common stock will be delivered on the vesting date, unless the director has elected to defer receipt.

Filing footnotes · ownership attribution and instrument terms

F1: The shares identified in Table I were issued on July 21, 2026, upon vesting of the Restricted Stock Units ("RSUs") identified in Table II, which were granted on August 7, 2025. On July 21, 2026 the closing price of the Class B common stock on The NASDAQ Global Select Market was $8.53 per share.

F2: Each RSU represents a contingent right to receive one share of the Issuer's Class B common stock.

F3: These RSUs will generally vest on the earlier of (i) the date of the Issuer's 2027 Annual Meeting of Stockholders and (ii) July 21, 2027, and a corresponding number of shares of Class B common stock will be delivered on the vesting date, unless the director has elected to defer receipt.

Walt Disney Co

Report date June 30, 2024 · Filed July 02, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Disney Common StockSEC Table I · non-derivativeDirect19,322.3 Reported balance After 2024-06-30 transaction · row 1
1 source row

Row 1 · 2024-06-30 · Grant · Acquired 898.3 · Balance 19,322.3

F1: 307.8 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan (the "Plan"), pursuant to the elective deferral provisions of the Plan. An additional 591.1 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. The total also reflects a deduction for cash paid in lieu of fractional shares when stock units are converted to shares.

Filing footnotes · ownership attribution and instrument terms

F1: 307.8 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan (the "Plan"), pursuant to the elective deferral provisions of the Plan. An additional 591.1 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. The total also reflects a deduction for cash paid in lieu of fractional shares when stock units are converted to shares.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

TWDC Enterprises 18 Corp.

Report date March 20, 2019 · Filed March 21, 2019

Section 16 reporting ended · disclosed 2019-03-21. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Disney Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2019-03-20 transaction · row 1
1 source row

Row 1 · 2019-03-20 · Disposition to issuer · Disposed 2,629.7 · Balance 0

F1: On March 20, 2019 (the "Merger Effective Date"), pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of June 20, 2018, among Twenty-First Century Fox, Inc. ("21CF"), TWDC Enterprises 18 Corp. (formerly known as The Walt Disney Company) ("Old Disney"), The Walt Disney Company (formerly known as TWDC Holdco 613 Corp.) ("Disney") and certain subsidiaries of Disney, Disney acquired all of the outstanding shares of 21CF and Old Disney (the "Transaction"). Effective as of the effective time of the Disney Merger, which occurred at 12:01 a.m. Eastern Time on the Merger Effective Date (the "Disney Effective Time"), Disney changed its name to "The Walt Disney Company" and Old Disney changed its name to "TWDC Enterprises 18 Corp.".

F2: In connection with the Transaction, each share of Old Disney common stock issued and outstanding immediately prior to the consummation of the Transaction, converted into one share of Disney common stock.

Filing footnotes · ownership attribution and instrument terms

F1: On March 20, 2019 (the "Merger Effective Date"), pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of June 20, 2018, among Twenty-First Century Fox, Inc. ("21CF"), TWDC Enterprises 18 Corp. (formerly known as The Walt Disney Company) ("Old Disney"), The Walt Disney Company (formerly known as TWDC Holdco 613 Corp.) ("Disney") and certain subsidiaries of Disney, Disney acquired all of the outstanding shares of 21CF and Old Disney (the "Transaction"). Effective as of the effective time of the Disney Merger, which occurred at 12:01 a.m. Eastern Time on the Merger Effective Date (the "Disney Effective Time"), Disney changed its name to "The Walt Disney Company" and Old Disney changed its name to "TWDC Enterprises 18 Corp.".

F2: In connection with the Transaction, each share of Old Disney common stock issued and outstanding immediately prior to the consummation of the Transaction, converted into one share of Disney common stock.

Transaction history

JSON API
Reset

Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
April 10, 2023 Filed Apr 13, 2023 00:42 UTC ORACLE CORP ORCL · Entity 2805 Exercise / conversionStock Option · Derivative 1,238,841 $0.00 Strike: $30.11 $0.00
Disclosure

SEC source: 0001127602-23-012872 · form4.xml · derivative · entry 6

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,761,159

Underlying: Common Stock · 1,238,841 shares

Expires 2023-07-01

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.

F5 · derivative.exercise_date: 25% of the shares subject to the option vested annually on each anniversary of the grant date.

Read SEC document
April 10, 2023 Filed Apr 13, 2023 00:42 UTC ORACLE CORP ORCL · Entity 2805 SaleCommon Stock 50,344 $94.87 $4,776,029.56
Disclosure

SEC source: 0001127602-23-012872 · form4.xml · nonDerivative · entry 3

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,118,592

F1 · kind: Sale of shares pursuant to Rule 10b5-1 Plan adopted on January 9, 2023.

F3 · price: This transaction was executed in multiple trades at prices ranging from $94.56 to $95.105. 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.

Read SEC document
April 10, 2023 Filed Apr 13, 2023 00:42 UTC ORACLE CORP ORCL · Entity 2805 SaleCommon Stock 1,188,497 $93.94 $111,649,428.62
Disclosure

SEC source: 0001127602-23-012872 · form4.xml · nonDerivative · entry 2

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,168,936

F1 · kind: Sale of shares pursuant to Rule 10b5-1 Plan adopted on January 9, 2023.

F2 · price: This transaction was executed in multiple trades at prices ranging from $93.555 to $94.55. 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.

Read SEC document
April 10, 2023 Filed Apr 13, 2023 00:42 UTC ORACLE CORP ORCL · Entity 2805 Exercise / conversionCommon Stock 1,238,841 $30.11 $37,301,502.51
Disclosure

SEC source: 0001127602-23-012872 · form4.xml · nonDerivative · entry 1

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,357,433

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 31, 2023 Filed Apr 4, 2023 23:15 UTC Walt Disney Co DIS · Entity 1887 GrantDisney Common Stock 1,021.3 $96.05 $98,095.87
Disclosure

SEC source: 0001744489-23-000080 · wf-form4_168065012288965.xml · nonDerivative · entry 1

CATZ SAFRA · CIK 0001205005 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,496.1

F1 · shares: 396.9 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan (the "Plan"), pursuant to the elective deferral provisions of the Plan. An additional 624.7 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. The total also reflects a deduction for cash paid in lieu of fractional shares when stock units are converted to shares.

Read SEC document
December 31, 2022 Filed Jan 4, 2023 23:08 UTC Walt Disney Co DIS · Entity 1887 GrantDisney Common Stock 1,128.5 $86.92 $98,089.22
Disclosure

SEC source: 0001744489-23-000023 · wf-form4_167287370657480.xml · nonDerivative · entry 1

CATZ SAFRA · CIK 0001205005 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,474.8

F1 · shares: 438.7 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan (the "Plan"), pursuant to the elective deferral provisions of the Plan. An additional 690.3 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. The total also reflects a deduction for cash paid in lieu of fractional shares when stock units are converted to shares.

Read SEC document
September 30, 2022 Filed Oct 5, 2022 01:55 UTC Walt Disney Co DIS · Entity 1887 GrantDisney Common Stock 968.8 $101.28 $98,120.06
Disclosure

SEC source: 0001744489-22-000183 · wf-form4_166493361848010.xml · nonDerivative · entry 1

CATZ SAFRA · CIK 0001205005 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,346.3

F1 · shares: 376.5 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan, pursuant to the elective deferral provisions of the Plan. An additional 592.4 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. The total also reflects a deduction for cash paid in lieu of fractional shares when stock units are converted to shares.

Read SEC document
June 30, 2022 Filed Jul 6, 2022 00:12 UTC Walt Disney Co DIS · Entity 1887 GrantDisney Common Stock 1,029.8 $95.24 $98,078.15
Disclosure

SEC source: 0001744489-22-000152 · wf-form4_165706636021186.xml · nonDerivative · entry 1

CATZ SAFRA · CIK 0001205005 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,377.5

F1 · shares: 400.4 of such stock units have been credited to the reporting person's account under The Walt Disney Company's 2011 Amended and Restated Stock Incentive Plan, pursuant to the elective deferral provisions of the Plan. An additional 630 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. The total also reflects a deduction for cash paid in lieu of fractional shares when stock units are converted to shares.

Read SEC document
June 24, 2022 Filed Jun 24, 2022 23:19 UTC ORACLE CORP ORCL · Entity 2805 Exercise / conversionStock Option · Derivative 980,000 $0.00 Strike: $29.72 $0.00
Disclosure

SEC source: 0001127602-22-018145 · form4.xml · derivative · entry 9

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 980,000 shares

Expires 2022-07-05

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.

F7 · derivative.exercise_date: 25% of the shares subject to the option vested annually on each anniversary of the grant date.

Read SEC document
June 24, 2022 Filed Jun 24, 2022 23:19 UTC ORACLE CORP ORCL · Entity 2805 SaleCommon Stock 349,234 $70.27 $24,539,101.63
Disclosure

SEC source: 0001127602-22-018145 · form4.xml · nonDerivative · entry 7

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,118,592

F1 · kind: Sale of shares pursuant to Rule 10b5-1 Plan adopted on February 4, 2022.

F6 · price: This transaction was executed in multiple trades at prices ranging from $69.99 to $70.73. 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.

Read SEC document
June 24, 2022 Filed Jun 24, 2022 23:19 UTC ORACLE CORP ORCL · Entity 2805 SaleCommon Stock 523,790 $69.78 $36,547,604.39
Disclosure

SEC source: 0001127602-22-018145 · form4.xml · nonDerivative · entry 6

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,467,826

F1 · kind: Sale of shares pursuant to Rule 10b5-1 Plan adopted on February 4, 2022.

F5 · price: This transaction was executed in multiple trades at prices ranging from $68.99 to $69.985. 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.

Read SEC document
June 24, 2022 Filed Jun 24, 2022 23:19 UTC ORACLE CORP ORCL · Entity 2805 SaleCommon Stock 106,976 $68.44 $7,321,747.67
Disclosure

SEC source: 0001127602-22-018145 · form4.xml · nonDerivative · entry 5

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,991,616

F1 · kind: Sale of shares pursuant to Rule 10b5-1 Plan adopted on February 4, 2022.

F4 · price: This transaction was executed in multiple trades at prices ranging from $67.99 to $68.97. 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.

Read SEC document
June 24, 2022 Filed Jun 24, 2022 23:19 UTC ORACLE CORP ORCL · Entity 2805 Exercise / conversionCommon Stock 980,000 $29.72 $29,125,600.00
Disclosure

SEC source: 0001127602-22-018145 · form4.xml · nonDerivative · entry 4

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,098,592

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
June 23, 2022 Filed Jun 24, 2022 23:19 UTC ORACLE CORP ORCL · Entity 2805 Exercise / conversionStock Option · Derivative 1,000,000 $0.00 Strike: $29.72 $0.00
Disclosure

SEC source: 0001127602-22-018145 · form4.xml · derivative · entry 8

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 980,000

Underlying: Common Stock · 1,000,000 shares

Expires 2022-07-05

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.

F7 · derivative.exercise_date: 25% of the shares subject to the option vested annually on each anniversary of the grant date.

Read SEC document
June 23, 2022 Filed Jun 24, 2022 23:19 UTC ORACLE CORP ORCL · Entity 2805 SaleCommon Stock 377,197 $67.61 $25,501,383.90
Disclosure

SEC source: 0001127602-22-018145 · form4.xml · nonDerivative · entry 3

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,118,592

F1 · kind: Sale of shares pursuant to Rule 10b5-1 Plan adopted on February 4, 2022.

F3 · price: This transaction was executed in multiple trades at prices ranging from $67.36 to $67.86. 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.

Read SEC document
June 23, 2022 Filed Jun 24, 2022 23:19 UTC ORACLE CORP ORCL · Entity 2805 SaleCommon Stock 622,803 $66.83 $41,624,477.98
Disclosure

SEC source: 0001127602-22-018145 · form4.xml · nonDerivative · entry 2

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,495,789

F1 · kind: Sale of shares pursuant to Rule 10b5-1 Plan adopted on February 4, 2022.

F2 · price: This transaction was executed in multiple trades at prices ranging from $66.36 to $67.35. 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.

Read SEC document
June 23, 2022 Filed Jun 24, 2022 23:19 UTC ORACLE CORP ORCL · Entity 2805 Exercise / conversionCommon Stock 1,000,000 $29.72 $29,720,000.00
Disclosure

SEC source: 0001127602-22-018145 · form4.xml · nonDerivative · entry 1

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,118,592

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
June 22, 2022 Filed Jun 22, 2022 23:31 UTC ORACLE CORP ORCL · Entity 2805 Exercise / conversionStock Option · Derivative 1,000,000 $0.00 Strike: $29.72 $0.00
Disclosure

SEC source: 0001127602-22-017995 · form4.xml · derivative · entry 13

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,980,000

Underlying: Common Stock · 1,000,000 shares

Expires 2022-07-05

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.

F9 · derivative.exercise_date: 25% of the shares subject to the option vested annually on each anniversary of the grant date.

Read SEC document
June 22, 2022 Filed Jun 22, 2022 23:31 UTC ORACLE CORP ORCL · Entity 2805 SaleCommon Stock 231 $67.46 $15,582.20
Disclosure

SEC source: 0001127602-22-017995 · form4.xml · nonDerivative · entry 10

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,118,592

F1 · kind: Sale of shares pursuant to Rule 10b5-1 Plan adopted on February 4, 2022.

F8 · price: This transaction was executed in multiple trades at prices ranging from $67.45 to $67.49. 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.

Read SEC document
June 22, 2022 Filed Jun 22, 2022 23:31 UTC ORACLE CORP ORCL · Entity 2805 SaleCommon Stock 999,769 $66.87 $66,855,152.89
Disclosure

SEC source: 0001127602-22-017995 · form4.xml · nonDerivative · entry 9

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,118,823

F1 · kind: Sale of shares pursuant to Rule 10b5-1 Plan adopted on February 4, 2022.

F7 · price: This transaction was executed in multiple trades at prices ranging from $66.41 to $67.40. 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.

Read SEC document
June 22, 2022 Filed Jun 22, 2022 23:31 UTC ORACLE CORP ORCL · Entity 2805 Exercise / conversionCommon Stock 1,000,000 $29.72 $29,720,000.00
Disclosure

SEC source: 0001127602-22-017995 · form4.xml · nonDerivative · entry 8

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,118,592

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
June 21, 2022 Filed Jun 22, 2022 23:31 UTC ORACLE CORP ORCL · Entity 2805 Exercise / conversionStock Option · Derivative 1,020,000 $0.00 Strike: $29.72 $0.00
Disclosure

SEC source: 0001127602-22-017995 · form4.xml · derivative · entry 12

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,980,000

Underlying: Common Stock · 1,020,000 shares

Expires 2022-07-05

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.

F9 · derivative.exercise_date: 25% of the shares subject to the option vested annually on each anniversary of the grant date.

Read SEC document
June 21, 2022 Filed Jun 22, 2022 23:31 UTC ORACLE CORP ORCL · Entity 2805 SaleCommon Stock 8,694 $69.43 $603,581.82
Disclosure

SEC source: 0001127602-22-017995 · form4.xml · nonDerivative · entry 7

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,118,592

F1 · kind: Sale of shares pursuant to Rule 10b5-1 Plan adopted on February 4, 2022.

F6 · price: This transaction was executed in multiple trades at prices ranging from $69.40 to $69.49. 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.

Read SEC document
June 21, 2022 Filed Jun 22, 2022 23:31 UTC ORACLE CORP ORCL · Entity 2805 SaleCommon Stock 254,550 $68.76 $17,503,672.56
Disclosure

SEC source: 0001127602-22-017995 · form4.xml · nonDerivative · entry 6

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,127,286

F1 · kind: Sale of shares pursuant to Rule 10b5-1 Plan adopted on February 4, 2022.

F5 · price: This transaction was executed in multiple trades at prices ranging from $68.40 to $69.39. 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.

Read SEC document
June 21, 2022 Filed Jun 22, 2022 23:31 UTC ORACLE CORP ORCL · Entity 2805 SaleCommon Stock 756,756 $67.89 $51,376,164.84
Disclosure

SEC source: 0001127602-22-017995 · form4.xml · nonDerivative · entry 5

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,381,836

F1 · kind: Sale of shares pursuant to Rule 10b5-1 Plan adopted on February 4, 2022.

F4 · price: This transaction was executed in multiple trades at prices ranging from $67.40 to $68.39. 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.

Read SEC document
June 21, 2022 Filed Jun 22, 2022 23:31 UTC ORACLE CORP ORCL · Entity 2805 Exercise / conversionCommon Stock 1,020,000 $29.72 $30,314,400.00
Disclosure

SEC source: 0001127602-22-017995 · form4.xml · nonDerivative · entry 4

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,138,592

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
June 17, 2022 Filed Jun 22, 2022 23:31 UTC ORACLE CORP ORCL · Entity 2805 Exercise / conversionStock Option · Derivative 1,000,000 $0.00 Strike: $29.72 $0.00
Disclosure

SEC source: 0001127602-22-017995 · form4.xml · derivative · entry 11

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,000,000

Underlying: Common Stock · 1,000,000 shares

Expires 2022-07-05

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.

F9 · derivative.exercise_date: 25% of the shares subject to the option vested annually on each anniversary of the grant date.

Read SEC document
June 17, 2022 Filed Jun 22, 2022 23:31 UTC ORACLE CORP ORCL · Entity 2805 SaleCommon Stock 251,946 $68.63 $17,291,431.90
Disclosure

SEC source: 0001127602-22-017995 · form4.xml · nonDerivative · entry 3

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,118,592

F1 · kind: Sale of shares pursuant to Rule 10b5-1 Plan adopted on February 4, 2022.

F3 · price: This transaction was executed in multiple trades at prices ranging from $68.41 to $69.33. 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.

Read SEC document
June 17, 2022 Filed Jun 22, 2022 23:31 UTC ORACLE CORP ORCL · Entity 2805 SaleCommon Stock 748,054 $67.90 $50,790,098.80
Disclosure

SEC source: 0001127602-22-017995 · form4.xml · nonDerivative · entry 2

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,370,538

F1 · kind: Sale of shares pursuant to Rule 10b5-1 Plan adopted on February 4, 2022.

F2 · price: This transaction was executed in multiple trades at prices ranging from $67.41 to $68.40. 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.

Read SEC document
June 17, 2022 Filed Jun 22, 2022 23:31 UTC ORACLE CORP ORCL · Entity 2805 Exercise / conversionCommon Stock 1,000,000 $29.72 $29,720,000.00
Disclosure

SEC source: 0001127602-22-017995 · form4.xml · nonDerivative · entry 1

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,118,592

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 31, 2022 Filed Apr 5, 2022 00:41 UTC Walt Disney Co DIS · Entity 1887 GrantDisney Common Stock 703 $139.57 $98,117.71
Disclosure

SEC source: 0001744489-22-000084 · wf-form4_164911908497852.xml · nonDerivative · entry 1

CATZ SAFRA · CIK 0001205005 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,347.7

F1 · shares: 273.2 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan, pursuant to the elective deferral provisions of the Plan. An additional 429.9 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. The total also reflects a deduction for cash paid in lieu of fractional shares when stock units are converted to shares.

Read SEC document
December 31, 2021 Filed Jan 5, 2022 02:12 UTC Walt Disney Co DIS · Entity 1887 GrantDisney Common Stock 640.1 $152.67 $97,724.07
Disclosure

SEC source: 0001744489-22-000020 · wf-form4_164134874812765.xml · nonDerivative · entry 1

CATZ SAFRA · CIK 0001205005 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,644.7

F1 · shares: 249.6 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 1997 Non-Employee Directors Stock and Deferred Compensation Plan (or the 2011 Stock Incentive Plan, as successor plan thereto), pursuant to the elective deferral provisions of the Plan. An additional 391.2 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. The total also reflects a deduction for cash paid in lieu of fractional shares when stock units are converted to shares.

Read SEC document
September 30, 2021 Filed Oct 5, 2021 00:09 UTC Walt Disney Co DIS · Entity 1887 GrantDisney Common Stock 481.6 $176.26 $84,886.82
Disclosure

SEC source: 0001744489-21-000208 · wf-form4_163339255530311.xml · nonDerivative · entry 1

CATZ SAFRA · CIK 0001205005 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,004.6

F1 · shares: 212.8 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 1997 Non-Employee Directors Stock and Deferred Compensation Plan (or the 2011 Stock Incentive Plan, as successor plan thereto), pursuant to the elective deferral provisions of the Plan. An additional 268.8 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. The total also reflects a deduction for cash paid in lieu of fractional shares when stock units are converted to shares.

Read SEC document
June 30, 2021 Filed Jul 2, 2021 23:41 UTC Walt Disney Co DIS · Entity 1887 GrantDisney Common Stock 485.3 $175.07 $84,961.47
Disclosure

SEC source: 0001744489-21-000162 · wf-form4_162526929504450.xml · nonDerivative · entry 1

CATZ SAFRA · CIK 0001205005 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,523

F1 · shares: 214.2 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 1997 Non-Employee Directors Stock and Deferred Compensation Plan (or the 2011 Stock Incentive Plan, as successor plan thereto), pursuant to the elective deferral provisions of the Plan. An additional 271.3 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. The total also reflects a deduction for cash paid in lieu of fractional shares when stock units are converted to shares.

Read SEC document
June 30, 2021 Filed Jul 2, 2021 21:35 UTC ORACLE CORP ORCL · Entity 2805 GrantStock Option · Derivative 2,500,000 $0.00 Strike: $51.13 $0.00
Disclosure

SEC source: 0001127602-21-021353 · form4.xml · derivative · entry 1

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500,000

Underlying: Common Stock · 2,500,000 shares

Expires 2025-07-20

F1 · balance_after: Represents 1/7 of the number of shares subject to a performance-based option that vested upon certification of a performance goal by the Compensation Committee.

Read SEC document
March 31, 2021 Filed Apr 2, 2021 21:06 UTC Walt Disney Co DIS · Entity 1887 GrantDisney Common Stock 451.4 $188.25 $84,976.05
Disclosure

SEC source: 0001744489-21-000086 · wf-form4_161739752007799.xml · nonDerivative · entry 1

CATZ SAFRA · CIK 0001205005 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,037.7

F1 · shares: 199.2 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 1997 Non-Employee Directors Stock and Deferred Compensation Plan (or the 2011 Stock Incentive Plan, as successor plan thereto), pursuant to the elective deferral provisions of the Plan. An additional 252.3 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. The total also reflects a deduction for cash paid in lieu of fractional shares when stock units are converted to shares.

Read SEC document
March 22, 2021 Filed Mar 23, 2021 00:16 UTC ORACLE CORP ORCL · Entity 2805 Exercise / conversionStock Option · Derivative 1,150,000 $0.00 Strike: $32.43 $0.00
Disclosure

SEC source: 0001127602-21-011741 · form4.xml · derivative · entry 6

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,150,000 shares

Expires 2021-06-29

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.

F4 · derivative.exercise_date: 25% of the shares subject to the option vested annually on each anniversary of the grant date.

Read SEC document
March 22, 2021 Filed Mar 23, 2021 00:16 UTC ORACLE CORP ORCL · Entity 2805 SaleCommon Stock 1,150,000 $66.31 $76,261,445.00
Disclosure

SEC source: 0001127602-21-011741 · form4.xml · nonDerivative · entry 4

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,118,592

F1 · kind: Sale of shares pursuant to Rule 10b5-1 Plan adopted on December 21, 2020.

F3 · price: This transaction was executed in multiple trades at prices ranging from $66.00 to $66.5150. 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.

Read SEC document
March 22, 2021 Filed Mar 23, 2021 00:16 UTC ORACLE CORP ORCL · Entity 2805 Exercise / conversionCommon Stock 1,150,000 $32.43 $37,294,500.00
Disclosure

SEC source: 0001127602-21-011741 · form4.xml · nonDerivative · entry 3

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,268,592

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 19, 2021 Filed Mar 23, 2021 00:16 UTC ORACLE CORP ORCL · Entity 2805 Exercise / conversionStock Option · Derivative 1,100,000 $0.00 Strike: $32.43 $0.00
Disclosure

SEC source: 0001127602-21-011741 · form4.xml · derivative · entry 5

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,150,000

Underlying: Common Stock · 1,100,000 shares

Expires 2021-06-29

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.

F4 · derivative.exercise_date: 25% of the shares subject to the option vested annually on each anniversary of the grant date.

Read SEC document
March 19, 2021 Filed Mar 23, 2021 00:16 UTC ORACLE CORP ORCL · Entity 2805 SaleCommon Stock 1,100,000 $66.48 $73,129,430.00
Disclosure

SEC source: 0001127602-21-011741 · form4.xml · nonDerivative · entry 2

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,118,592

F1 · kind: Sale of shares pursuant to Rule 10b5-1 Plan adopted on December 21, 2020.

F2 · price: This transaction was executed in multiple trades at prices ranging from $66.01 to $66.8350. 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.

Read SEC document
March 19, 2021 Filed Mar 23, 2021 00:16 UTC ORACLE CORP ORCL · Entity 2805 Exercise / conversionCommon Stock 1,100,000 $32.43 $35,673,000.00
Disclosure

SEC source: 0001127602-21-011741 · form4.xml · nonDerivative · entry 1

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,218,592

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 18, 2021 Filed Mar 19, 2021 00:00 UTC ORACLE CORP ORCL · Entity 2805 Exercise / conversionStock Option · Derivative 1,083,500 $0.00 Strike: $40.93 $0.00
Disclosure

SEC source: 0001127602-21-011482 · form4.xml · derivative · entry 16

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,083,500 shares

Expires 2021-06-30

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.

F6 · derivative.exercise_date: 25% of the shares subject to the option vested annually on each anniversary of the grant date.

Read SEC document
March 18, 2021 Filed Mar 19, 2021 00:00 UTC ORACLE CORP ORCL · Entity 2805 Exercise / conversionStock Option · Derivative 1,583,500 $0.00 Strike: $32.43 $0.00
Disclosure

SEC source: 0001127602-21-011482 · form4.xml · derivative · entry 15

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,250,000

Underlying: Common Stock · 1,583,500 shares

Expires 2021-06-29

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.

F6 · derivative.exercise_date: 25% of the shares subject to the option vested annually on each anniversary of the grant date.

Read SEC document
March 18, 2021 Filed Mar 19, 2021 00:00 UTC ORACLE CORP ORCL · Entity 2805 SaleCommon Stock 2,667,000 $66.74 $177,989,179.20
Disclosure

SEC source: 0001127602-21-011482 · form4.xml · nonDerivative · entry 10

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,118,592

F1 · kind: Sale of shares pursuant to Rule 10b5-1 Plan adopted on December 21, 2020.

F5 · price: This transaction was executed in multiple trades at prices ranging from $66.10 to $67.0050. 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.

Read SEC document
March 18, 2021 Filed Mar 19, 2021 00:00 UTC ORACLE CORP ORCL · Entity 2805 Exercise / conversionCommon Stock 1,083,500 $40.93 $44,347,655.00
Disclosure

SEC source: 0001127602-21-011482 · form4.xml · nonDerivative · entry 9

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,785,592

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 18, 2021 Filed Mar 19, 2021 00:00 UTC ORACLE CORP ORCL · Entity 2805 Exercise / conversionCommon Stock 1,583,500 $32.43 $51,352,905.00
Disclosure

SEC source: 0001127602-21-011482 · form4.xml · nonDerivative · entry 8

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,702,092

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 17, 2021 Filed Mar 19, 2021 00:00 UTC ORACLE CORP ORCL · Entity 2805 Exercise / conversionStock Option · Derivative 506,500 $0.00 Strike: $40.93 $0.00
Disclosure

SEC source: 0001127602-21-011482 · form4.xml · derivative · entry 14

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,083,500

Underlying: Common Stock · 506,500 shares

Expires 2021-06-30

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.

F6 · derivative.exercise_date: 25% of the shares subject to the option vested annually on each anniversary of the grant date.

Read SEC document
March 17, 2021 Filed Mar 19, 2021 00:00 UTC ORACLE CORP ORCL · Entity 2805 Exercise / conversionStock Option · Derivative 506,500 $0.00 Strike: $32.43 $0.00
Disclosure

SEC source: 0001127602-21-011482 · form4.xml · derivative · entry 13

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,833,500

Underlying: Common Stock · 506,500 shares

Expires 2021-06-29

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.

F6 · derivative.exercise_date: 25% of the shares subject to the option vested annually on each anniversary of the grant date.

Read SEC document
March 17, 2021 Filed Mar 19, 2021 00:00 UTC ORACLE CORP ORCL · Entity 2805 SaleCommon Stock 1,013,000 $66.42 $67,286,499.00
Disclosure

SEC source: 0001127602-21-011482 · form4.xml · nonDerivative · entry 7

CATZ SAFRA · CIK 0001205005 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,118,592

F1 · kind: Sale of shares pursuant to Rule 10b5-1 Plan adopted on December 21, 2020.

F4 · price: This transaction was executed in multiple trades at prices ranging from $66.17 to $66.8550. 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.

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.