Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORACLE CORPORCL · Entity 2805 | Executive Vice President-Ops | July 01, 2010 | July 02, 2010 |
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 July 01, 2010 · Filed July 02, 2010
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $21.55 · Expires 2020-07-01 | Direct | 220,000 |
Reported balance
After 2010-07-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2010-07-01 · Grant · Acquired 220,000 · Balance 220,000 F1: Option vests 25% annually on anniversary of grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Option vests 25% annually on anniversary of grant date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 01, 2010 Filed Jul 2, 2010 17:16 UTC | ORACLE CORP ORCL · Entity 2805 | GrantStock Option · Derivative | 220,000 | $0.00 Strike: $21.55 | $0.00 |
DisclosureSEC source: 0001127602-10-018658 · form4.xml · derivative · entry 1 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President-Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,000 Underlying: Common Stock · 220,000 shares Expires 2020-07-01 F1 · derivative.exercise_date: Option vests 25% annually on anniversary of grant date. Read SEC document |
| July 02, 2009 Filed Jul 6, 2009 17:44 UTC | ORACLE CORP ORCL · Entity 2805 | GrantStock Option · Derivative | 220,000 | $0.00 Strike: $21.04 | $0.00 |
DisclosureSEC source: 0001127602-09-015268 · form4.xml · derivative · entry 1 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President-Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,000 Underlying: Common Stock · 220,000 shares Expires 2019-07-02 F1 · derivative.exercise_date: Option vests 25% annually on anniversary of grant date. Read SEC document |
| July 03, 2008 Filed Jul 8, 2008 18:44 UTC | ORACLE CORP ORCL · Entity 2805 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 300,000 | $0.00 Strike: $20.73 | $0.00 |
DisclosureSEC source: 0001197588-08-000017 · edgardoc.xml · derivative · entry 1 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President-Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 shares Expires 2018-07-03 F1 · derivative.exercise_date: Option vests 25% annually on anniversary of grant date. Read SEC document |
| October 01, 2007 Filed Oct 2, 2007 18:23 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,000,000 | $0.00 Strike: $15.86 | $0.00 |
DisclosureSEC source: 0001335064-07-000032 · edgardoc.xml · derivative · entry 19 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000,000 shares Expires 2011-06-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Option vests 25% annually on anniversary of grant date. Read SEC document |
| October 01, 2007 Filed Oct 2, 2007 18:23 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 100,000 | $0.00 Strike: $14.57 | $0.00 |
DisclosureSEC source: 0001335064-07-000032 · edgardoc.xml · derivative · entry 18 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 100,000 shares Expires 2016-07-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Option vests 25% annually on anniversary of grant date. Read SEC document |
| October 01, 2007 Filed Oct 2, 2007 18:23 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 175,000 | $0.00 Strike: $12.60 | $0.00 |
DisclosureSEC source: 0001335064-07-000032 · edgardoc.xml · derivative · entry 17 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 175,000 shares Expires 2013-07-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Option vests 25% annually on anniversary of grant date. Read SEC document |
| October 01, 2007 Filed Oct 2, 2007 18:23 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 125,000 | $0.00 Strike: $12.34 | $0.00 |
DisclosureSEC source: 0001335064-07-000032 · edgardoc.xml · derivative · entry 16 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 125,000 shares Expires 2015-06-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Option vests 25% annually on anniversary of grant date. Read SEC document |
| October 01, 2007 Filed Oct 2, 2007 18:23 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 125,000 | $0.00 Strike: $9.90 | $0.00 |
DisclosureSEC source: 0001335064-07-000032 · edgardoc.xml · derivative · entry 15 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 Underlying: Common Stock · 125,000 shares Expires 2014-08-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Option vests 25% annually on anniversary of grant date. Read SEC document |
| October 01, 2007 Filed Oct 2, 2007 18:23 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 84,600 | $21.83 | $1,846,818.00 |
DisclosureSEC source: 0001335064-07-000032 · edgardoc.xml · nonDerivative · entry 14 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,796 Read SEC document |
| October 01, 2007 Filed Oct 2, 2007 18:23 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 240,400 | $21.82 | $5,245,528.00 |
DisclosureSEC source: 0001335064-07-000032 · edgardoc.xml · nonDerivative · entry 13 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,396 Read SEC document |
| October 01, 2007 Filed Oct 2, 2007 18:23 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 115,127 | $21.81 | $2,510,919.87 |
DisclosureSEC source: 0001335064-07-000032 · edgardoc.xml · nonDerivative · entry 12 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,796 Read SEC document |
| October 01, 2007 Filed Oct 2, 2007 18:23 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 184,873 | $21.80 | $4,030,231.40 |
DisclosureSEC source: 0001335064-07-000032 · edgardoc.xml · nonDerivative · entry 11 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 480,923 Read SEC document |
| October 01, 2007 Filed Oct 2, 2007 18:23 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 90,144 | $21.79 | $1,964,237.76 |
DisclosureSEC source: 0001335064-07-000032 · edgardoc.xml · nonDerivative · entry 10 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 665,796 Read SEC document |
| October 01, 2007 Filed Oct 2, 2007 18:23 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 239,856 | $21.78 | $5,224,063.68 |
DisclosureSEC source: 0001335064-07-000032 · edgardoc.xml · nonDerivative · entry 9 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 755,940 Read SEC document |
| October 01, 2007 Filed Oct 2, 2007 18:23 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 270,000 | $21.76 | $5,875,200.00 |
DisclosureSEC source: 0001335064-07-000032 · edgardoc.xml · nonDerivative · entry 8 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 995,796 Read SEC document |
| October 01, 2007 Filed Oct 2, 2007 18:23 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 43,875 | $21.75 | $954,281.25 |
DisclosureSEC source: 0001335064-07-000032 · edgardoc.xml · nonDerivative · entry 7 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,265,796 Read SEC document |
| October 01, 2007 Filed Oct 2, 2007 18:23 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 256,125 | $21.74 | $5,568,157.50 |
DisclosureSEC source: 0001335064-07-000032 · edgardoc.xml · nonDerivative · entry 6 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,309,671 Read SEC document |
| October 01, 2007 Filed Oct 2, 2007 18:23 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 100,000 | $14.57 | $1,457,000.00 |
DisclosureSEC source: 0001335064-07-000032 · edgardoc.xml · nonDerivative · entry 5 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,565,796 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 01, 2007 Filed Oct 2, 2007 18:23 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 125,000 | $12.34 | $1,542,500.00 |
DisclosureSEC source: 0001335064-07-000032 · edgardoc.xml · nonDerivative · entry 4 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,465,796 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 01, 2007 Filed Oct 2, 2007 18:23 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 125,000 | $9.90 | $1,237,500.00 |
DisclosureSEC source: 0001335064-07-000032 · edgardoc.xml · nonDerivative · entry 3 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,340,796 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 01, 2007 Filed Oct 2, 2007 18:23 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 175,000 | $12.60 | $2,205,000.00 |
DisclosureSEC source: 0001335064-07-000032 · edgardoc.xml · nonDerivative · entry 2 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,215,796 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 01, 2007 Filed Oct 2, 2007 18:23 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 1,000,000 | $15.86 | $15,860,000.00 |
DisclosureSEC source: 0001335064-07-000032 · edgardoc.xml · nonDerivative · entry 1 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,040,796 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 05, 2007 Filed Jul 6, 2007 18:44 UTC | ORACLE CORP ORCL · Entity 2805 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 400,000 | $0.00 Strike: $20.49 | $0.00 |
DisclosureSEC source: 0001197588-07-000009 · primary_doc.xml · derivative · entry 1 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 Underlying: Common Stock · 400,000 shares Expires 2017-07-05 F1 · derivative.exercise_date: Option vests 25% annually on anniversary of grant date. Read SEC document |
| October 03, 2006 Filed Oct 3, 2006 20:18 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 750,000 | $0.00 Strike: $8.68 | $0.00 |
DisclosureSEC source: 0001335064-06-000037 · primary_doc.xml · derivative · entry 10 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 750,000 shares Expires 2012-07-03 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. F1 · derivative.exercise_date: Option vests 25% annually on anniversary of grant date. Read SEC document |
| October 03, 2006 Filed Oct 3, 2006 20:18 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 525,000 | $0.00 Strike: $12.60 | $0.00 |
DisclosureSEC source: 0001335064-06-000037 · primary_doc.xml · derivative · entry 9 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,000 Underlying: Common Stock · 525,000 shares Expires 2013-07-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Option vests 25% annually on anniversary of grant date. Read SEC document |
| October 03, 2006 Filed Oct 3, 2006 20:18 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 125,000 | $0.00 Strike: $12.34 | $0.00 |
DisclosureSEC source: 0001335064-06-000037 · primary_doc.xml · derivative · entry 8 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375,000 Underlying: Common Stock · 125,000 shares Expires 2015-06-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Option vests 25% annually on anniversary of grant date. Read SEC document |
| October 03, 2006 Filed Oct 3, 2006 20:18 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 250,000 | $0.00 Strike: $9.90 | $0.00 |
DisclosureSEC source: 0001335064-06-000037 · primary_doc.xml · derivative · entry 7 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 250,000 shares Expires 2014-08-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Option vests 25% annually on anniversary of grant date. Read SEC document |
| October 03, 2006 Filed Oct 3, 2006 20:18 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 1,377,721 | $17.65 | $24,316,775.65 |
DisclosureSEC source: 0001335064-06-000037 · primary_doc.xml · nonDerivative · entry 6 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,796 Read SEC document |
| October 03, 2006 Filed Oct 3, 2006 20:18 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 272,279 | $17.66 | $4,808,447.14 |
DisclosureSEC source: 0001335064-06-000037 · primary_doc.xml · nonDerivative · entry 5 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,418,517 Read SEC document |
| October 03, 2006 Filed Oct 3, 2006 20:18 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 750,000 | $8.68 | $6,510,000.00 |
DisclosureSEC source: 0001335064-06-000037 · primary_doc.xml · nonDerivative · entry 4 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,690,796 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 03, 2006 Filed Oct 3, 2006 20:18 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 125,000 | $12.34 | $1,542,500.00 |
DisclosureSEC source: 0001335064-06-000037 · primary_doc.xml · nonDerivative · entry 3 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 940,796 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 03, 2006 Filed Oct 3, 2006 20:18 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 250,000 | $9.90 | $2,475,000.00 |
DisclosureSEC source: 0001335064-06-000037 · primary_doc.xml · nonDerivative · entry 2 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 815,796 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 03, 2006 Filed Oct 3, 2006 20:18 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 525,000 | $12.60 | $6,615,000.00 |
DisclosureSEC source: 0001335064-06-000037 · primary_doc.xml · nonDerivative · entry 1 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 565,796 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 06, 2006 Filed Jul 7, 2006 16:26 UTC | ORACLE CORP ORCL · Entity 2805 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 400,000 | $0.00 Strike: $14.57 | $0.00 |
DisclosureSEC source: 0001335064-06-000015 · primary_doc.xml · derivative · entry 1 WILLIAMS DEREK · CIK 0001205015 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 Underlying: Common Stock · 400,000 shares Expires 2016-07-06 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.