Oracle Corp SEC Filings

Oracle Corp director George H. Conrades reported a significant insider transaction on Form 4. On June 17, 2025, Conrades executed a sale of 8,169 shares of Oracle common stock at a price of $213.49 per share, representing a total transaction value of approximately $1.74 million.

Following the transaction, Conrades continues to hold 38,456 shares directly. The sale was reported through his attorney-in-fact, Aimee Weast, under a previously filed power of attorney. The transaction was executed as a direct ownership disposition, with no derivative securities involved in this filing.

This insider sale comes at a time when Oracle stock has shown significant value, with the share price above $200. The transaction reduces Conrades' direct holdings but maintains his substantial position in the company while serving as a director.

Oracle President of OCI (Oracle Cloud Infrastructure), Clayton M. Magouyrk, reported a significant insider sale on June 17, 2025. The executive disposed of 15,000 shares of common stock at a weighted average price of $214.0989 per share, with individual trade prices ranging from $214.04 to $214.23.

Following the transaction, Magouyrk retains direct ownership of 60,722 shares of Oracle common stock. The total value of the sale amounts to approximately $3.21 million. The transaction was executed through multiple trades and was reported via Form 4 filing with the SEC on June 20, 2025.

Key transaction details:

• Transaction Code: Sale (S)
• Ownership Type: Direct (D)
• Filing was made by a single reporting person
• Transaction was documented through Power of Attorney filed on June 12, 2025

Oracle Corp. (ORCL) – Key take-aways from the Form 144 filing

A Form 144 dated 06/20/2025 discloses a planned sale of 2,284,371 Oracle common shares through Fidelity Brokerage Services LLC on the NYSE. The filing assigns an aggregate market value of $474,221,028 to the block. With total shares outstanding listed at 2,808,833,000, the proposed disposition equals roughly 0.08 % of Oracle’s share count, a level that is not expected to affect overall liquidity or control.

The shares were acquired the same day via a stock-option exercise and will be sold for cash. The form reports no prior sales within the last three months and contains the standard certification that the filer is unaware of undisclosed adverse information. Identification fields for the seller’s name, CIK and other personal details are blank, so the specific insider has not yet been publicly confirmed; investors typically receive that information later via a Form 4.

Form 144 notices are routine for insiders and affiliates who intend to rely on Rule 144 resale exemptions. Nevertheless, the $474 million size makes the transaction noteworthy, and the market may watch for (i) actual execution of the trade, (ii) any clustering of additional insider sales, and (iii) subsequent regulatory filings that reveal the seller’s role and share-ownership changes.

Oracle Corporation (NYSE: ORCL) has filed its Form 10-K for the fiscal year ended 31 May 2025. The filing confirms Oracle’s status as a well-known seasoned issuer and large accelerated filer and provides updated disclosure on strategy, operating mix and capital allocation.

Strategic mix: Cloud remains the core growth engine. Cloud services revenues accounted for 43 % of total revenue in FY-25 versus 37 % in FY-24 and 32 % in FY-23, underscoring a rapid shift of the installed base to Oracle Cloud Infrastructure (OCI) and Oracle Cloud Applications (OCA). Management states it is “in the early stages of a material migration” of its on-premise customers to the cloud and expects total cloud and license revenues to “continue to increase” on a constant-currency basis.

Product investment: R&D spending rose to $9.9 billion (FY-24: $8.9 billion; FY-23: $8.6 billion) as Oracle embeds AI, machine learning and generative AI into Autonomous Database, Fusion ERP/HCM and OCI services. The company emphasises new sovereign-cloud, dedicated-region and Cloud@Customer options to address regulatory and data-residency needs and reports a $4.3 billion three-year contribution to annualised cloud revenue from customers who converted support contracts to cloud subscriptions.

Capital & liquidity: Aggregate market value of voting stock held by non-affiliates was $305.8 billion (based on 29 Nov 2024 share price). Shares outstanding total 2.809 billion as of 13 Jun 2025. Management cites ample funding sources for working capital, M&A, dividends, buybacks and debt service.

Risk & outlook: Oracle highlights supply-chain shortages, potential restructuring charges, and lower operating margins in the hardware segment compared with cloud and license. Forward-looking statements stress the necessity of sustained data-centre expansion to meet cloud demand and note pending regulatory and tax examinations. Nonetheless, Oracle reiterates expectations that “substantially all” customers will renew license-support contracts and that the cloud revenue mix will keep rising.