Form 4: Oracle CEO Sells 10,000 Shares in Pre-Planned Transaction

Oracle's Chief Executive Officer, Clayton M. Magouyrk, sold 10,000 shares of common stock for approximately $1.55 million in a pre-scheduled transaction.

Summary

• Clayton M. Magouyrk, Chief Executive Officer of Oracle Corp (ORCL), sold 10,000 shares of common stock.
• The transaction occurred on February 9, 2026, at a weighted average price of $155.2318 per share.
• The total value of the shares sold was approximately $1,552,318.
• Following this sale, Magouyrk beneficially owns 134,030 shares of Oracle common stock.
• The sale was executed pursuant to a Rule 10b5-1(c) plan, indicating it was a pre-planned transaction.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event. The sale is a routine insider transaction under a pre-planned 10b5-1 program, which typically minimizes negative sentiment associated with insider selling.

Positives

• The sale was conducted under a Rule 10b5-1 plan, suggesting it was a pre-scheduled event rather than a reaction to recent negative company developments.

Negatives

• An insider sale, even if pre-planned, reduces the direct ownership stake of a key executive in the company.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that insider sales, particularly those executed under a Rule 10b5-1 plan, are common for executives managing their personal portfolios and do not necessarily signal a change in company fundamentals or industry outlook. This transaction is specific to Oracle's CEO and does not directly reflect broader industry trends in enterprise software or cloud computing.

Related Party Transactions

• The sale of 10,000 shares of Oracle common stock by CEO Clayton M. Magouyrk is considered a related party transaction as it involves an executive of the company.

Stakeholder Impact

• Shareholders: The sale slightly reduces the direct ownership stake of a key executive, which could be viewed neutrally given the 10b5-1 plan, or slightly negatively by those who prefer higher insider ownership.
• Employees: No direct impact on employees is indicated by this transaction.
• Customers/Suppliers/Creditors: No direct impact on these stakeholders is indicated by this transaction.

Key Dates

Recommendation

The insider sale by Oracle's CEO, while a reduction in personal stake, was executed under a pre-planned 10b5-1 program. This suggests a routine portfolio management decision rather than a reaction to new negative information about the company. Given the nature of the transaction, it does not provide a strong signal for a 'buy' or 'sell' recommendation, thus a 'hold' is appropriate as it does not alter the fundamental investment thesis for Oracle.

Keywords

Oracle, ORCL, Insider Sale, Form 4, Stock Transaction, Executive Compensation, Clayton M. Magouyrk, Rule 10b5-1