Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORACLE CORPORCL · Entity 2805 | EVP and General Counsel | August 03, 2022 | August 05, 2022 |
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 August 03, 2022 · Filed August 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 358,461 |
Reported balance
After 2022-08-03 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-08-03 · Exercise / conversion · Acquired 37,500 · Balance 358,461 |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 339,868 |
Reported balance
After 2022-08-03 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-08-03 · Tax withholding · Disposed 18,593 · Balance 339,868 F1: Shares withheld for payment of tax liability upon vesting of restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 383,618 |
Reported balance
After 2022-08-04 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2022-08-04 · Exercise / conversion · Acquired 43,750 · Balance 383,618 |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 361,926 |
Reported balance
After 2022-08-04 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2022-08-04 · Tax withholding · Disposed 21,692 · Balance 361,926 F1: Shares withheld for payment of tax liability upon vesting of restricted stock units. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 112,500 |
Reported balance
After 2022-08-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-08-03 · Exercise / conversion · Disposed 37,500 · Balance 112,500 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 | 87,500 |
Reported balance
After 2022-08-04 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-08-04 · Exercise / conversion · Disposed 43,750 · Balance 87,500 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 |
|---|---|---|---|---|---|---|
| June 30, 2008 Filed Jul 2, 2008 13:46 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 600 | $6.88 | $4,125.00 |
DisclosureSEC source: 0001197588-08-000009 · edgardoc.xml · nonDerivative · entry 5 Daley Dorian · CIK 0001414813 · SVP, Gen'l Counsel, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,728 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 30, 2008 Filed Jul 2, 2008 13:46 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 600 | $21.22 | $12,732.00 |
DisclosureSEC source: 0001197588-08-000009 · edgardoc.xml · nonDerivative · entry 4 Daley Dorian · CIK 0001414813 · SVP, Gen'l Counsel, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,128 Read SEC document |
| June 30, 2008 Filed Jul 2, 2008 13:46 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 600 | $6.88 | $4,125.00 |
DisclosureSEC source: 0001197588-08-000009 · edgardoc.xml · nonDerivative · entry 3 Daley Dorian · CIK 0001414813 · SVP, Gen'l Counsel, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,728 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 30, 2008 Filed Jul 2, 2008 13:46 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 600 | $21.23 | $12,738.00 |
DisclosureSEC source: 0001197588-08-000009 · edgardoc.xml · nonDerivative · entry 2 Daley Dorian · CIK 0001414813 · SVP, Gen'l Counsel, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,128 Read SEC document |
| June 30, 2008 Filed Jul 2, 2008 13:46 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 600 | $6.88 | $4,125.00 |
DisclosureSEC source: 0001197588-08-000009 · edgardoc.xml · nonDerivative · entry 1 Daley Dorian · CIK 0001414813 · SVP, Gen'l Counsel, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,728 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 |
| October 19, 2007 Filed Oct 22, 2007 19:56 UTC | ORACLE CORP ORCL · Entity 2805 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 150,000 | $0.00 Strike: $20.75 | $0.00 |
DisclosureSEC source: 0001335064-07-000054 · edgardoc.xml · derivative · entry 1 Daley Dorian · CIK 0001414813 · SVP, Gen'l Counsel, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires 2017-10-19 F1 · derivative.exercise_date: Option vests 25% annually on anniversary of grant date. 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.