Form 4: Oracle Vice Chairman Jeffrey Henley Transfers Shares
Statement of Changes in Beneficial Ownership
Oracle Vice Chairman Jeffrey Henley transferred 745,000 shares of common stock into a newly created grantor retained annuity trust.
Summary
- Jeffrey Henley, Vice Chairman of Oracle Corp, executed a transfer of 745,000 shares of common stock on April 16, 2026.
- The shares were moved from the Jeffrey & Judy Henley 1989 Trust to a newly established Grantor Retained Annuity Trust (GRAT).
- The transaction was recorded at a price of $0, reflecting a transfer between entities controlled by the reporting person.
- Following the transaction, the reporting person maintains indirect beneficial ownership of 455,910 shares via the original trust and 745,000 shares via the new GRAT.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral event, as it is a non-market transaction related to personal estate planning.
Positives
- The transaction represents internal estate planning rather than a divestment of equity, signaling continued long-term alignment with the company.
Negatives
- None identified; this is a routine administrative transfer of assets.
Risks
- None identified; this filing relates to personal estate planning.
Future Outlook
Not applicable as this is a disclosure of a change in beneficial ownership for estate planning purposes.
Industry Context
StockSavvy.ai notes that internal transfers of shares by high-level executives into trusts are common practices for tax and estate planning and generally do not reflect a change in sentiment regarding the company's operational performance.
Comparison to Industry Standards
- The transaction is consistent with standard wealth management practices observed among C-suite executives at large-cap technology firms.
Related Party Transactions
- The transaction involves a transfer between trusts controlled by the reporting person.
Stakeholder Impact
- No material impact on shareholders, employees, or creditors.
Next Steps
- No further actions required by the issuer.
Key Dates
| Date | Description |
|---|---|
| 04/16/2026 | Date of the share transfer transaction. |
| 04/17/2026 | Date the Form 4 was signed and filed. |
Keywords
Oracle, ORCL, Insider Trading, Form 4, Jeffrey Henley, Estate Planning, GRAT
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