Oracle vice chair Henley reports trust share moves

Oracle Corp director and vice chairman Jeffrey Henley reported indirect share transfers involving family trusts.

Accepted by SEC EDGAR 04/01/2026 - 04:12 PM EDT Learn about SEC filing dates

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.

Insider Trade Summary

16,810 shares gifted

Gift 3 txns

Insider HENLEY JEFFREY

Role Vice Chairman

Type	Security	Shares	Price	Value
Other	Common Stock	128,304	$0.00	$0.00
Other	Common Stock	128,304	$0.00	$0.00
Gift	Common Stock	16,810	$0.00	$0.00
Holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 490,333 shares (Indirect, By Henley Community Property Trust); Common Stock — 0 shares (Indirect, By GRAT); Common Stock — 1,200,910 shares (Indirect, By Trust)

Footnotes (1)

1. F1. On March 30, 2026, the reporting person transferred 128,304 shares of common stock from his 2024 GRAT to the Henley Community Property Trust. The reporting person believes that this transfer of shares constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934.

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"."

A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.

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

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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.

How many Oracle (ORCL) shares did Jeffrey Henley gift in this filing?

The filing shows a bona fide gift of 16,810 Oracle common shares from a GRAT associated with Jeffrey Henley. The transaction used code G, indicating a gift, with no price per share reported, and reduced that GRAT’s reported holdings to zero after the gift.

What was the 128,304-share transfer reported for Oracle (ORCL) insider Jeffrey Henley?

On March 30, 2026, 128,304 Oracle shares were transferred from Jeffrey Henley’s 2024 GRAT to the Henley Community Property Trust. The footnote states he believes this is a change in the form of beneficial ownership, exempt under Rule 16a-13, rather than a traditional market sale or purchase.

How many Oracle (ORCL) shares does Jeffrey Henley indirectly hold after these transactions?

After these transactions, the Form 4 shows 1,200,910 Oracle shares held indirectly by a trust and 490,333 shares held indirectly by the Henley Community Property Trust. These figures reflect separate indirect holdings and illustrate Henley’s continued substantial exposure through family-related entities.

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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

HENLEY JEFFREY

(Last) (First) (Middle)

C/O DELPHI ASSET MGMT CORPORATION

200 S. VIRGINIA ST., SUITE 625

(Street)

RENO NEVADA 89501

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
ORACLE CORP [ ORCL ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Vice Chairman

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
03/30/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	03/30/2026		J(1)		128,304	D	$0	16,810	I	By GRAT
Common Stock	03/30/2026		J(1)		128,304	A	$0	490,333	I	By Henley Community Property Trust
Common Stock	03/30/2026		G		16,810	D	$0	0	I	By GRAT
Common Stock								1,200,910	I	By Trust

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. On March 30, 2026, the reporting person transferred 128,304 shares of common stock from his 2024 GRAT to the Henley Community Property Trust. The reporting person believes that this transfer of shares constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934.

	/s/ Aimee Weast By Aimee Weast, Attorney in Fact for Jeffrey Henley (POA Filed 03/20/19)	04/01/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)