[Form 4] ORACLE CORP Insider Trading Activity
Clayton M. Magouyrk, listed as Chief Executive Officer, reported a Section 16 Form 4 for Oracle Corporation (ORCL) reflecting a grant of stock options. The filing shows a derivative security described as a Stock Option with an exercise price of $308.46, dated 09/24/2025, for 2,593,530 option shares. The filing notes 25% of the shares subject to the option vest annually on each anniversary of the grant date. The reported options are held directly. The Form 4 was signed under power of attorney on 09/26/2025.
- Material disclosure of CEO option grant: 2,593,530 options reported on Form 4
- Clear economic terms provided: exercise price stated as $308.46 and transaction date 09/24/2025
- Explicit vesting schedule: 25% of option shares vest annually
- None.
Insights
TL;DR: Large CEO option grant disclosed with multi-year vesting; material for executive compensation oversight and shareholder disclosure.
The Form 4 documents a sizable option award of 2,593,530 options to the CEO at an exercise price of $308.46, dated 09/24/2025. The filing explicitly states a vesting schedule where 25% vests annually. From a governance perspective, such a grant is a material compensation event requiring transparent disclosure; the filing properly reports direct ownership and the POA signature. This is relevant for compensation committee review and for shareholders tracking executive incentives.
TL;DR: The disclosure shows a multi-year, large-option award with standard annual vesting; key for assessing CEO pay alignment and dilution impact.
The record lists a Stock Option award exercisable per terms shown with an exercise price of $308.46 and a total of 2,593,530 underlying shares. The explicit vesting clause—25% annually—indicates a four-year full-vesting horizon from the grant date. The filing does not provide additional compensation metrics (grant-date value, performance conditions, or total outstanding options), so quantitative assessment of accretion or dilution cannot be completed from this Form 4 alone.