Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORACLE CORPORCL · Entity 2805 | Director | January 16, 2009 | January 20, 2009 |
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 16, 2009 · Filed January 20, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,000 |
Ending reported balance
After 2009-01-16 transaction · row 12
12 source rows · reconciled sequenceRow 1 · 2009-01-16 · Exercise / conversion · Acquired 30,000 · Balance 35,000 Row 2 · 2009-01-16 · Sale · Disposed 20,000 · Balance 15,000 Row 3 · 2009-01-16 · Sale · Disposed 9,013 · Balance 5,987 Row 4 · 2009-01-16 · Sale · Disposed 987 · Balance 5,000 Row 5 · 2009-01-16 · Exercise / conversion · Acquired 40,000 · Balance 45,000 Row 6 · 2009-01-16 · Sale · Disposed 40,000 · Balance 5,000 Row 7 · 2009-01-16 · Exercise / conversion · Acquired 22,500 · Balance 27,500 Row 8 · 2009-01-16 · Sale · Disposed 22,500 · Balance 5,000 Row 9 · 2009-01-16 · Exercise / conversion · Acquired 40,000 · Balance 45,000 Row 10 · 2009-01-16 · Sale · Disposed 20,000 · Balance 25,000 Row 11 · 2009-01-16 · Sale · Disposed 1,000 · Balance 24,000 Row 12 · 2009-01-16 · Sale · Disposed 19,000 · Balance 5,000 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.42 · Expires 2012-05-31 | Direct | 0 |
Reported balance
After 2009-01-16 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2009-01-16 · Exercise / conversion · Disposed 40,000 · Balance 0 F1: Option vests 25% annually on anniversary of grant date. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.40 · Expires 2014-05-31 | Direct | 0 |
Reported balance
After 2009-01-16 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2009-01-16 · Exercise / conversion · Disposed 30,000 · Balance 0 F1: Option vests 25% annually on anniversary of grant date. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.01 · Expires 2013-05-24 | Direct | 0 |
Reported balance
After 2009-01-16 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2009-01-16 · Exercise / conversion · Disposed 40,000 · Balance 0 F1: Option vests 25% annually on anniversary of grant date. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.85 · Expires 2015-05-31 | Direct | 7,500 |
Reported balance
After 2009-01-16 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2009-01-16 · Exercise / conversion · Disposed 22,500 · Balance 7,500 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 |
|---|---|---|---|---|---|---|
| September 27, 2006 Filed Sep 28, 2006 19:20 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 112,500 | $0.00 Strike: $4.68 | $0.00 |
DisclosureSEC source: 0001335064-06-000036 · primary_doc.xml · derivative · entry 7 KEMP JACK F · CIK 0001087778 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 112,500 shares Expires 2006-12-20 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 |
| September 27, 2006 Filed Sep 28, 2006 19:20 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 5,570 | $17.97 | $100,092.90 |
DisclosureSEC source: 0001335064-06-000036 · primary_doc.xml · nonDerivative · entry 6 KEMP JACK F · CIK 0001087778 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| September 27, 2006 Filed Sep 28, 2006 19:20 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 40,130 | $18.10 | $726,280.77 |
DisclosureSEC source: 0001335064-06-000036 · primary_doc.xml · nonDerivative · entry 5 KEMP JACK F · CIK 0001087778 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,570 Read SEC document |
| September 27, 2006 Filed Sep 28, 2006 19:20 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 26,700 | $18.04 | $481,651.98 |
DisclosureSEC source: 0001335064-06-000036 · primary_doc.xml · nonDerivative · entry 4 KEMP JACK F · CIK 0001087778 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,700 Read SEC document |
| September 27, 2006 Filed Sep 28, 2006 19:20 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 22,400 | $18.00 | $403,159.68 |
DisclosureSEC source: 0001335064-06-000036 · primary_doc.xml · nonDerivative · entry 3 KEMP JACK F · CIK 0001087778 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,400 Read SEC document |
| September 27, 2006 Filed Sep 28, 2006 19:20 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 17,700 | $17.93 | $317,314.98 |
DisclosureSEC source: 0001335064-06-000036 · primary_doc.xml · nonDerivative · entry 2 KEMP JACK F · CIK 0001087778 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,800 Read SEC document |
| September 27, 2006 Filed Sep 28, 2006 19:20 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 112,500 | $4.68 | $526,567.50 |
DisclosureSEC source: 0001335064-06-000036 · primary_doc.xml · nonDerivative · entry 1 KEMP JACK F · CIK 0001087778 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,500 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 18, 2006 Filed Jul 19, 2006 16:49 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,570 | $0.00 Strike: $3.94 | $0.00 |
DisclosureSEC source: 0001335064-06-000027 · primary_doc.xml · derivative · entry 3 KEMP JACK F · CIK 0001087778 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,532 Underlying: Common Stock · 5,570 shares Expires 2008-05-31 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 |
| July 18, 2006 Filed Jul 19, 2006 16:49 UTC | ORACLE CORP ORCL · Entity 2805 | SaleCommon Stock | 1,570 | $14.50 | $22,765.00 |
DisclosureSEC source: 0001335064-06-000027 · primary_doc.xml · nonDerivative · entry 2 KEMP JACK F · CIK 0001087778 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| July 18, 2006 Filed Jul 19, 2006 16:49 UTC | ORACLE CORP ORCL · Entity 2805 | Exercise / conversionCommon Stock | 5,570 | $3.94 | $21,931.88 |
DisclosureSEC source: 0001335064-06-000027 · primary_doc.xml · nonDerivative · entry 1 KEMP JACK F · CIK 0001087778 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,570 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 |
| May 31, 2006 Filed Jun 1, 2006 14:38 UTC | ORACLE CORP ORCL · Entity 2805 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $14.02 | $0.00 |
DisclosureSEC source: 0001335064-06-000006 · primary_doc.xml · derivative · entry 1 KEMP JACK F · CIK 0001087778 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2016-05-31 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.