Jeffrey Henley (NYSE: ORCL) logs Oracle share gift and trust transfers
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Oracle Corp director and vice chairman Jeffrey Henley reported indirect share transfers involving family trusts. On March 30, 2026, a grantor retained annuity trust (GRAT) associated with him made a bona fide gift of 16,810 Oracle common shares. The same day, 128,304 shares were moved from his 2024 GRAT to the Henley Community Property Trust, which he views as a change in the form of beneficial ownership under Rule 16a-13.
After these moves, filings show 1,200,910 Oracle shares held indirectly by a trust and 490,333 shares held indirectly by the Henley Community Property Trust. The activity reflects estate and ownership structuring rather than open‑market buying or selling.
Positive
- None.
Negative
- None.
Insider Trade Summary
16,810 shares gifted
Mixed
4 txns
Insider
HENLEY JEFFREY
Role
Vice Chairman
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Other | Common Stock | 128,304 | $0.00 | -- |
| Other | Common Stock | 128,304 | $0.00 | -- |
| Gift | Common Stock | 16,810 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 16,810 shares (Indirect, By GRAT)
Footnotes (1)
- [object Object]
Key Figures
Gifted shares: 16,810 shares
Restructured shares: 128,304 shares
Trust holdings: 1,200,910 shares
+2 more
5 metrics
Gifted shares
16,810 shares
Bona fide gift by GRAT on March 30, 2026
Restructured shares
128,304 shares
Transferred from 2024 GRAT to Henley Community Property Trust
Trust holdings
1,200,910 shares
Oracle shares held indirectly by Trust after transactions
Community Property Trust holdings
490,333 shares
Oracle shares held indirectly by Henley Community Property Trust after transactions
Transaction date
March 30, 2026
All reported Form 4 movements effective on this date
Key Terms
bona fide gift, GRAT, Henley Community Property Trust, Rule 16a-13, +1 more
5 terms
bona fide gift financial
"The transaction code description for 16,810 shares is "Bona fide gift"."
GRAT financial
"Shares were transferred from his 2024 GRAT and also held "By GRAT"."
Henley Community Property Trust financial
"128,304 shares moved to the Henley Community Property Trust, an indirect holding entity."
Rule 16a-13 regulatory
"The transfer is believed to be exempted by Rule 16a-13 under the Exchange Act."
beneficial ownership financial
"The footnote describes the transfer as a change in form of beneficial ownership."
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
FAQ
What did Oracle (ORCL) vice chairman Jeffrey Henley report in this Form 4?
Jeffrey Henley reported indirect share movements involving family trusts. A GRAT associated with him gifted 16,810 Oracle shares, and 128,304 shares were transferred from that GRAT to the Henley Community Property Trust, reflecting estate and ownership structuring changes rather than open-market trading.
Were there any open-market buys or sells by Jeffrey Henley in this Oracle (ORCL) Form 4?
The Form 4 does not report any open-market purchases or sales. Instead, it records a bona fide gift of 16,810 shares by a GRAT and an internal transfer of 128,304 shares from that GRAT to the Henley Community Property Trust, categorized as other acquisition or disposition activity.
What is the significance of Rule 16a-13 in Jeffrey Henley’s Oracle (ORCL) filing?
The footnote explains that the 128,304-share transfer from the 2024 GRAT to the Henley Community Property Trust is believed to be a change in the form of beneficial ownership, exempted by Rule 16a-13. This indicates an internal re-titling of shares rather than a conventional transaction affecting market float.