Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORACLE CORPORCL · Entity 2805 | Chief Corporate Architect | January 23, 2025 | January 27, 2025 |
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 January 23, 2025 · Filed January 27, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 67,316.411 |
Reported balance
After 2025-01-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-01-23 · Grant · Acquired 144.092 · Balance 67,316.411 F1: Represents dividend equivalents accrued with respect to earned restricted stock units that were granted on September 5, 2017, which the reporting person has elected to defer. The number of dividend equivalents reported was calculated using Oracle's closing stock price on January 23, 2025 ($186.47), the date on which dividends were paid on Oracle's common stock. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 527,682.819 |
Reported balance
After 2025-01-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-01-23 · Grant · Acquired 1,129.519 · Balance 527,682.819 F2: Represents dividend equivalents accrued with respect to earned restricted stock units that were granted on December 5, 2018, which the reporting person has elected to defer. The number of dividend equivalents reported was calculated using Oracle's closing stock price on January 23, 2025 ($186.47), the date on which dividends were paid on Oracle's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalents accrued with respect to earned restricted stock units that were granted on September 5, 2017, which the reporting person has elected to defer. The number of dividend equivalents reported was calculated using Oracle's closing stock price on January 23, 2025 ($186.47), the date on which dividends were paid on Oracle's common stock.
F2: Represents dividend equivalents accrued with respect to earned restricted stock units that were granted on December 5, 2018, which the reporting person has elected to defer. The number of dividend equivalents reported was calculated using Oracle's closing stock price on January 23, 2025 ($186.47), the date on which dividends were paid on Oracle's common stock.
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 |
|---|---|---|---|---|---|---|
| June 27, 2019 Filed Jun 28, 2019 22:50 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 62,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-023079 · form4.xml · derivative · entry 3 Screven Edward · CIK 0001723056 · Chief Corporate Architect 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,500 Underlying: Common Stock · 62,500 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 contingent 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 |
| June 27, 2019 Filed Jun 28, 2019 22:50 UTC | ORACLE CORP ORCL · Entity 2805 | Tax withholdingCommon Stock | 30,988 | $56.66 | $1,755,780.08 |
DisclosureSEC source: 0001127602-19-023079 · form4.xml · nonDerivative · entry 2 Screven Edward · CIK 0001723056 · Chief Corporate Architect 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,243,857 F1 · shares: Shares withheld for payment of tax liability upon vesting of restricted stock units. Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 22:50 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 62,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-023079 · form4.xml · nonDerivative · entry 1 Screven Edward · CIK 0001723056 · Chief Corporate Architect 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,274,845 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 |
| April 30, 2019 Filed May 1, 2019 22:28 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionStock Option · Derivative | 600,000 | $0.00 Strike: $21.04 | $0.00 |
DisclosureSEC source: 0001127602-19-016795 · form4.xml · derivative · entry 3 Screven Edward · CIK 0001723056 · Chief Corporate Architect 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 600,000 shares Expires 2019-07-02 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 |
| April 30, 2019 Filed May 1, 2019 22:28 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 600,000 | $54.96 | $32,977,500.00 |
DisclosureSEC source: 0001127602-19-016795 · form4.xml · nonDerivative · entry 2 Screven Edward · CIK 0001723056 · Chief Corporate Architect 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,212,345 F1 · price: This transaction was executed in multiple trades at prices ranging from $54.8550 to $55.0450. 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 30, 2019 Filed May 1, 2019 22:28 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 600,000 | $21.04 | $12,624,000.00 |
DisclosureSEC source: 0001127602-19-016795 · form4.xml · nonDerivative · entry 1 Screven Edward · CIK 0001723056 · Chief Corporate Architect 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,812,345 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 |
| April 25, 2019 Filed Apr 26, 2019 20:57 UTC | ORACLE CORP ORCL · Entity 2805 | GrantRestricted Stock Unit · Derivative | 68.694 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016323 · form4.xml · derivative · entry 1 Screven Edward · CIK 0001723056 · Chief Corporate Architect 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,688.998 Underlying: Common Stock · 68.694 shares Expires not disclosed F1 · derivative.exercise_price: Represents dividend equivalents accrued with respect to earned restricted stock units the reporting person has elected to defer. The number of dividend equivalents reported was calculated using Oracle's closing stock price on April 25, 2019 ($55.01), the date on which dividends were paid on Oracle's common stock. F1 · price: Represents dividend equivalents accrued with respect to earned restricted stock units the reporting person has elected to defer. The number of dividend equivalents reported was calculated using Oracle's closing stock price on April 25, 2019 ($55.01), the date on which dividends were paid on Oracle's common stock. F1 · derivative.exercise_date: Represents dividend equivalents accrued with respect to earned restricted stock units the reporting person has elected to defer. The number of dividend equivalents reported was calculated using Oracle's closing stock price on April 25, 2019 ($55.01), the date on which dividends were paid on Oracle's common stock. F1 · derivative.expiration_date: Represents dividend equivalents accrued with respect to earned restricted stock units the reporting person has elected to defer. The number of dividend equivalents reported was calculated using Oracle's closing stock price on April 25, 2019 ($55.01), the date on which dividends were paid on Oracle's common stock. Read SEC document |
| January 30, 2019 Filed Jan 31, 2019 22:17 UTC | ORACLE CORP ORCL · Entity 2805 | GrantRestricted Stock Unit · Derivative | 59.181 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-003232 · form4.xml · derivative · entry 1 Screven Edward · CIK 0001723056 · Chief Corporate Architect 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,620.304 Underlying: Common Stock · 59.181 shares Expires not disclosed F1 · derivative.exercise_price: Represents dividend equivalents accrued with respect to earned restricted stock units the reporting person has elected to defer. The number of dividend equivalents reported was calculated using Oracle's closing stock price on January 30, 2019 ($50.36), the date on which dividends were paid on Oracle's common stock. F1 · price: Represents dividend equivalents accrued with respect to earned restricted stock units the reporting person has elected to defer. The number of dividend equivalents reported was calculated using Oracle's closing stock price on January 30, 2019 ($50.36), the date on which dividends were paid on Oracle's common stock. F1 · derivative.exercise_date: Represents dividend equivalents accrued with respect to earned restricted stock units the reporting person has elected to defer. The number of dividend equivalents reported was calculated using Oracle's closing stock price on January 30, 2019 ($50.36), the date on which dividends were paid on Oracle's common stock. F1 · derivative.expiration_date: Represents dividend equivalents accrued with respect to earned restricted stock units the reporting person has elected to defer. The number of dividend equivalents reported was calculated using Oracle's closing stock price on January 30, 2019 ($50.36), the date on which dividends were paid on Oracle's common stock. Read SEC document |
| December 05, 2018 Filed Dec 7, 2018 17:03 UTC | ORACLE CORP ORCL · Entity 2805 | GrantRestricted Stock Unit · Derivative | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-035496 · form4.xml · derivative · entry 1 Screven Edward · CIK 0001723056 · Chief Corporate Architect 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,000 Underlying: Common Stock · 500,000 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: Restricted stock units vest in four equal annual installments, beginning one year from date of grant. F3 · derivative.exercise_date: The reporting person has elected to defer settlement of this award. F2 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning one year from date of grant. F3 · derivative.expiration_date: The reporting person has elected to defer settlement of this award. Read SEC document |
| October 30, 2018 Filed Nov 1, 2018 16:21 UTC | ORACLE CORP ORCL · Entity 2805 | GrantRestricted Stock Unit · Derivative | 61.123 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-031549 · form4.xml · derivative · entry 1 Screven Edward · CIK 0001723056 · Chief Corporate Architect 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,561.123 Underlying: Common Stock · 61.123 shares Expires not disclosed F1 · derivative.exercise_price: Represents dividend equivalents accrued with respect to earned restricted stock units the reporting person has elected to defer. The number of dividend equivalents reported was calculated using Oracle's closing stock price on October 30, 2018 ($48.57), the date on which dividends were paid on Oracle's common stock. F1 · price: Represents dividend equivalents accrued with respect to earned restricted stock units the reporting person has elected to defer. The number of dividend equivalents reported was calculated using Oracle's closing stock price on October 30, 2018 ($48.57), the date on which dividends were paid on Oracle's common stock. F1 · derivative.exercise_date: Represents dividend equivalents accrued with respect to earned restricted stock units the reporting person has elected to defer. The number of dividend equivalents reported was calculated using Oracle's closing stock price on October 30, 2018 ($48.57), the date on which dividends were paid on Oracle's common stock. F1 · derivative.expiration_date: Represents dividend equivalents accrued with respect to earned restricted stock units the reporting person has elected to defer. The number of dividend equivalents reported was calculated using Oracle's closing stock price on October 30, 2018 ($48.57), the date on which dividends were paid on Oracle's common stock. Read SEC document |
| July 10, 2018 Filed Jul 12, 2018 00:44 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 46,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-023133 · form4.xml · derivative · entry 3 Screven Edward · CIK 0001723056 · Chief Corporate Architect 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,625 Underlying: Common Stock · 46,875 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: 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 |
| July 10, 2018 Filed Jul 12, 2018 00:44 UTC | ORACLE CORP ORCL · Entity 2805 | Tax withholdingCommon Stock | 23,241 | $46.73 | $1,086,051.93 |
DisclosureSEC source: 0001127602-18-023133 · form4.xml · nonDerivative · entry 2 Screven Edward · CIK 0001723056 · Chief Corporate Architect 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,212,345 F1 · shares: Shares withheld for payment of tax liability upon vesting of restricted stock units. Read SEC document |
| July 10, 2018 Filed Jul 12, 2018 00:44 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 46,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-023133 · form4.xml · nonDerivative · entry 1 Screven Edward · CIK 0001723056 · Chief Corporate Architect 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,235,586 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 02, 2018 Filed Jul 6, 2018 01:00 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 43,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-022896 · form4.xml · derivative · entry 5 Screven Edward · CIK 0001723056 · Chief Corporate Architect 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,500 Underlying: Common Stock · 43,750 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: 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 |
| July 02, 2018 Filed Jul 6, 2018 01:00 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionRestricted Stock Unit · Derivative | 43,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-022896 · form4.xml · derivative · entry 4 Screven Edward · CIK 0001723056 · Chief Corporate Architect 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,750 Underlying: Common Stock · 43,750 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: 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 |
| July 02, 2018 Filed Jul 6, 2018 01:00 UTC | ORACLE CORP ORCL · Entity 2805 | Tax withholdingCommon Stock | 43,384 | $44.06 | $1,911,499.04 |
DisclosureSEC source: 0001127602-18-022896 · form4.xml · nonDerivative · entry 3 Screven Edward · CIK 0001723056 · Chief Corporate Architect 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,188,711 F1 · shares: Shares withheld for payment of tax liability upon vesting of restricted stock units. Read SEC document |
| July 02, 2018 Filed Jul 6, 2018 01:00 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 43,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-022896 · form4.xml · nonDerivative · entry 2 Screven Edward · CIK 0001723056 · Chief Corporate Architect 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,232,095 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 02, 2018 Filed Jul 6, 2018 01:00 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 43,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-022896 · form4.xml · nonDerivative · entry 1 Screven Edward · CIK 0001723056 · Chief Corporate Architect 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,188,345 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 27, 2018 Filed Jul 12, 2018 01:44 UTC | ORACLE CORP ORCL · Entity 2805 | GrantRestricted Stock Unit · Derivative | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-023136 · form4.xml · derivative · entry 1 Screven Edward · CIK 0001723056 · Chief Corporate Architect 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 250,000 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: Restricted stock units vest in four equal annual installments, beginning one year from date of grant. F2 · derivative.expiration_date: Restricted stock units vest in four equal annual installments, beginning one year from date of grant. Read SEC document |
| May 10, 2018 Filed May 11, 2018 18:29 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionStock Option · Derivative | 500,000 | $0.00 Strike: $20.73 | $0.00 |
DisclosureSEC source: 0001127602-18-017158 · form4.xml · derivative · entry 3 Screven Edward · CIK 0001723056 · Chief Corporate Architect 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 500,000 shares Expires 2018-07-03 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 |
| May 10, 2018 Filed May 11, 2018 18:29 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 500,000 | $46.89 | $23,444,400.00 |
DisclosureSEC source: 0001127602-18-017158 · form4.xml · nonDerivative · entry 2 Screven Edward · CIK 0001723056 · Chief Corporate Architect 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,144,595 F1 · price: This transaction was executed in multiple trades at prices ranging from $46.80 to $46.97. 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 |
| May 10, 2018 Filed May 11, 2018 18:29 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 500,000 | $20.73 | $10,365,000.00 |
DisclosureSEC source: 0001127602-18-017158 · form4.xml · nonDerivative · entry 1 Screven Edward · CIK 0001723056 · Chief Corporate Architect 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,644,595 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.