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ORACLE (ORCL) SEC Filings, Oct-Dec 2025

ORCL NYSE

Oracle Corp. filings document the formal disclosure record for its enterprise software, database, cloud infrastructure, and cloud application business. Current reports cover quarterly operating and financial results, cloud revenue categories, dividends on common stock and mandatory convertible preferred stock, and the company’s NYSE-listed common stock and depositary shares.

Oracle’s SEC record also includes proxy and 8-K disclosures on board composition, executive appointments, compensation arrangements, annual meeting voting matters, material agreements, capital-structure matters, and other material events tied to corporate governance and financial reporting.

Form 144
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ORCL common stock holder filed a notice to sell 10,000 shares through Fidelity Brokerage Services LLC on or after December 19, 2025, with an aggregate market value of 1,925,152.18. These shares were acquired on September 20, 2025 via restricted stock vesting from the issuer as compensation.

Over the prior three months, the same seller, Clayton Magouyrk, sold 40,000 common shares on October 21, 2025 for gross proceeds of 11,065,506.10. The issuer reported 2,873,130,000 common shares outstanding, and the securities are listed on the NYSE.

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Oracle Corporation reported strong quarterly results for the period ended November 30, 2025, with total revenues of $16.1 billion, up from $14.1 billion a year earlier. Net income rose to $6.1 billion from $3.2 billion, helped by higher operating income and large non‑operating gains.

Cloud revenues reached $8.0 billion versus $5.9 billion a year ago, driven by both cloud applications and rapidly growing cloud infrastructure, while total cloud and software revenues were $13.9 billion. Software support remained stable at $4.9 billion, and services and hardware also grew modestly. Operating income increased to $4.7 billion as revenue growth outpaced expense growth despite higher research and development and restructuring costs.

Oracle generated $10.2 billion of cash from operating activities in the first six months of fiscal 2026, funding $20.5 billion of capital expenditures, mainly for data centers, and was a net issuer of debt. It issued $18.0 billion of new fixed‑rate senior notes and recorded $2.7 billion of realized gains from the sale of its Ampere investment. Remaining performance obligations were $523.3 billion, providing substantial contracted revenue visibility.

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Oracle Corporation reported that it has released financial results for its fiscal second quarter ended November 30, 2025, via a separate press release. The release, which provides details on Oracle’s recent performance and financial condition, is attached as an exhibit to this report.

Oracle also announced that its Board of Directors declared a cash dividend of $0.50 per share on its common stock. The dividend will be paid on January 23, 2026, to stockholders who are on record as of the close of business on January 9, 2026. This dividend provides direct cash returns to shareholders based on their current holdings.

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Oracle Corporation executive Maria Smith, EVP and Chief Accounting Officer, reported equity transactions in Oracle common stock. On 12/05/2025, 11,016 shares were acquired at an exercise or conversion price of $0 through the vesting and settlement of restricted stock units, increasing her directly held shares. On the same date, 5,740 shares were disposed of at $214.33 per share to cover tax withholding obligations related to the vesting. After these transactions, Smith directly beneficially owned 52,359 shares of Oracle common stock.

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Oracle Corporation reported governance updates from its 2025 Annual Meeting and a new board appointment. The board unanimously elected Stephen Rusckowski as a director, effective immediately. He will receive restricted stock units under Oracle’s Amended and Restated 1993 Directors’ Stock Plan, in a pro rata amount for the remaining months of the fiscal year, vesting in full on the first anniversary of grant if he continues to serve, plus standard cash fees for non-employee directors. He also entered into Oracle’s standard indemnification agreement.

Stockholders elected all director nominees to serve until the 2026 annual meeting. They approved, on an advisory basis, the compensation of Oracle’s named executive officers, with about 1.92 billion shares in favor, and ratified Ernst & Young LLP as independent auditor for the fiscal year ending May 31, 2026 with over 2.54 billion shares in favor.

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Oracle Corporation (ORCL) director Stephen Rusckowski reported an equity award in the form of restricted stock units. On 11/18/2025, he received 793 restricted stock units, each representing the right to receive one share of Oracle common stock at settlement. The filing shows these derivative securities as owned directly, with an exercise price of $0.

The restricted stock units are scheduled to vest 100% on the first anniversary of the grant date, meaning all 793 units vest together after one year. This is a routine director equity grant intended to align the director’s interests with those of shareholders over time.

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Oracle Corp (ORCL) reported an initial statement of beneficial ownership for director Stephen H. Rusckowski as of 11/18/2025. He beneficially owns 60 shares of Oracle common stock directly and an additional 390 shares indirectly through the Stephen H. Rusckowski Living Trust. The filing is a Form 3, indicating his status as a new reporting director of Oracle, and does not list any derivative securities.

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Oracle (ORCL) director reported insider sales. On 10/28/2025, The Berg Family Trust executed multiple sales of Oracle common stock: 9,042, 13,373, 22,724, and 4,226 shares at weighted-average prices of $281.579, $282.555, $283.627, and $284.307, respectively.

Following these transactions, 151,999 shares were beneficially owned indirectly by The Berg Family Trust, and 5,000 shares were held indirectly by the spouse.

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Oracle Corp (ORCL) executive Douglas Kehring (EVP, Principal Financial Officer) reported an equity award. On 10/23/2025, he received 60,700 restricted stock units (RSUs), shown at a price of $0 as customary for awards. Each RSU represents the right to receive one share of common stock at settlement.

The RSUs vest in four equal annual installments, beginning on the first anniversary of the grant date. Following this grant, 60,700 derivative securities were beneficially owned on a direct basis.

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Form 4
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Oracle Corp (ORCL) insider Lawrence J. Ellison reported a stock option grant for 571,286 shares at an exercise price of $280.07 on October 23, 2025. The option expires on October 23, 2035 and vests 25% each year on the anniversary of the grant date. The filing lists Ellison as Director, Executive Chairman, Chief Technology Officer, and a 10% Owner, with ownership reported as Direct.

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FAQ

How many ORACLE (ORCL) SEC filings are available on StockTitan?

StockTitan tracks 166 SEC filings for ORACLE (ORCL), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for ORACLE (ORCL)?

The most recent SEC filing for ORACLE (ORCL) was filed on December 19, 2025.