Larry Ellison to sell up to $7.5bn worth of Oracle stock

Live updates

1. 27d ago

   Oracle Co-Founder Larry Ellison Pledges 67 Million Shares

   Oracle co-founder Larry Ellison has committed 67 million additional shares of Oracle stock as loan collateral, valued at $9.2 billion. This pledge ties into his role in Paramount Skydance Corporation's acquisition of Warner Bros. Discovery Incorporated. Previously, Ellison canceled a trading plan that would have sold up to 50 million shares worth roughly $7.5 billion just one day after initial regulatory filings disclosed the potential sale, leaving his stake of more than 38% unchanged. No shares were sold during that aborted September 2026 plan, which coincided with layoff disclosures and underwater executive stock options.

   Why it matters

   Financial maneuvers by major tech executives often signal broader liquidity needs or complex corporate financing structures. Ellison's involvement in media acquisitions through Paramount Skydance Corporation requires substantial capital backing. Monitoring these share pledges provides transparency regarding the personal leverage utilized by billionaires for major entertainment and media consolidation efforts.

   What is confirmed

   • Larry Ellison has committed 67 million additional shares of Oracle stock as loan collateral valued at $9.2 billion.
   • Larry Ellison canceled a trading plan on September 12, 2026, to sell up to 50 million shares worth roughly $7.5 billion.

   Still unconfirmed

   • Larry Ellison purchased eight single-story ranch homes in Palm Meadows Estates for his household staff.
   • A waterfront estate in Manalapan owned by Christopher Rokos sold for $83.2 million.

   What to watch next

   • Further regulatory filings detailing the terms and lenders associated with the $9.2 billion stock pledge
   • Updates on the Paramount Skydance acquisition of Warner Bros. Discovery
   Sources used for this update (2)

   1. liveindex.org — Ellison Pledges $9.2 Billion in Oracle Stock as Loan Collateral
   2. economictimes.indiatimes.com — oracle larry ellison: Latest News & Videos, Photos about ...
   confidence 95%
2. 31d ago

   Larry Ellison Scraps $7.5B Oracle Share Sale Plan

   Oracle co-founder and executive chairman Larry Ellison reversed course by canceling a trading plan to sell up to 50 million shares worth roughly $7.5 billion. The about-face occurred on September 12, 2026, just one day after regulatory filings initially disclosed the potential sale, leaving his stake of more than 38% unchanged. While market observers speculated on the initial filing, no shares were ultimately sold. The cancellation unfolded alongside other corporate disclosures, including new layoff costs and executive stock options that ended up underwater by the fiscal year end.

   Why it matters

   Executive stock movements at major technology firms frequently draw intense scrutiny from investors tracking insider sentiment. Ellison's swift reversal on the multibillion-dollar sale left his substantial ownership position intact. Separately, Oracle faced financial headwinds when the company disclosed unexpected layoff costs that pushed the stock price down by 5%, offsetting the bullish signal of the canceled share sale.

   What is confirmed

   • Larry Ellison canceled a plan to sell up to 50 million Oracle shares worth roughly $7.5 billion.
   • The cancellation was announced on September 12, 2026, one day after the trading plan was disclosed in a regulatory filing.
   • Larry Ellison holds a stake of more than 38% in Oracle.
   • No shares were sold as part of the scrapped trading plan.

   Still unconfirmed

   • Larry Ellison pledged $9 billion more in Oracle stock to fund a Warner Bros deal.
   • Oracle sent a force majeure notice on its flagship data center twelve days after the stock sale cancellation.

   What to watch next

   • Any new regulatory filings regarding insider trading plans from Oracle executives.
   • Further financial impacts or updates following Oracle's surprise layoff cost disclosures.
   • Developments related to Oracle data center operations and potential force majeure notices.
   Sources used for this update (9)

   1. finance.yahoo.com — Oracle gave Larry Ellison and his co-CEOs nearly $1 billion in stock options. By fiscal year end, all were underwater
   2. www.foreignpolicyjournal.com — Larry Ellison Scraps $7.5 Billion Oracle (NYSE: ORCL) Share Sale Plan, Leaving Investment Case Unchanged
   3. finance.yahoo.com — Oracle (ORCL) Says Ellison Canceled a Plan to Sell Up to $7.5 ...
   4. www.el-fondo.com — Oracle: Larry Ellison Cancels $7.5B Share Sale Plan
   5. filinginsights.substack.com — Two SEC Filings, Twelve Days: Reading Oracle’s Signals on the ...
   6. www.zerohedge.com — Larry Ellison Pledges $9 Billion More In Oracle Stock To Fund ...
   7. www.europesays.com — Larry Ellison’s about-face on an Oracle stock sale sparks ...
   8. finance.yahoo.com — Larry Ellison Just Put $9.2 Billion of Oracle Stock Behind His Loans
   9. www.europesays.com — Larry Ellison cancels plan to sell Oracle stock worth up to ...
   confidence 100%
3. 44d ago

   Oracle shares drop 5% despite Larry Ellison canceling $7.5 billion stock sale

   Oracle stock fell 5% after the company disclosed surprise layoff costs, offsetting the bullish signal of Larry Ellison canceling a plan to sell 50 million shares. Ellison scrapped the 10b5-1 trading plan one day after regulatory filings made the potential $7.5 billion sale public. While the executive chair provided no explanation for the reversal, the market responded negatively to the new cost disclosures. This price drop occurs despite a recent price target increase to $252 from Barclays.

   Why it matters

   Insider selling plans often signal a lack of confidence in future growth. Ellison's decision to keep his shares typically suggests optimism, but unexpected operational expenses can override such signals. The stock previously hit $154 following record first-quarter results.

   What is confirmed

   • Larry Ellison canceled a plan to sell up to 50 million Oracle shares.
   • The canceled sale was valued at approximately $7.5 billion.
   • Ellison scrapped the 10b5-1 trading plan one day after its disclosure.
   • No explanation was provided for the cancellation.

   Still unconfirmed

   • Oracle shares slid 5% because layoff costs outweighed the impact of the canceled stock sale.
   • Nebius and CoreWeave shares fell 5%.

   What to watch next

   • Official company disclosure regarding the specific amount of layoff costs
   • Further regulatory filings regarding Ellison's share holdings
   • Updated analyst ratings following the 5% share price drop
   Sources used for this update (3)

   1. www.thewealthadvisor.com — Larry Ellison Scraps A Plan To Sell $7.5 Billion Of Oracle Stock
   2. finance.yahoo.com — Larry Ellison cancels plan to sell $7.5 billion in Oracle stock
   3. finance.yahoo.com — Oracle Slides 5% as Layoff Costs Outweigh Ellison’s Canceled $7.5B Stock Sale; Nebius and CoreWeave Fall 5%
   confidence 90%
4. 47d ago

   Oracle Co-Founder Larry Ellison Scraps $7.5B Stock Sale

   Oracle co-founder and Executive Chair Larry Ellison canceled a plan to sell up to 50 million Oracle shares worth about $7.5 billion based on Friday closing prices. The trading plan was scrapped just a day after initial disclosures surfaced, and no shares were sold. The reversal occurs while Oracle stock trades at $154 following record first-quarter results, and as Barclays lifts its price target for the company to $252. Ellison walked away from the massive offloading plan without explanation.

   Why it matters

   Insider transactions involving top executives draw intense scrutiny from market observers and investors tracking company leadership confidence. When major stakeholders alter scheduled divestment plans abruptly, market participants monitor the underlying asset valuation and institutional price targets for shifts. Barclays recently lifted its price target to $252 while shares trade at $154 following record quarterly results.

   What is confirmed

   • Oracle announced Saturday that Larry Ellison canceled a plan to sell up to 50 million Oracle shares.
   • The canceled shares would have been worth about $7.5 billion at Friday's closing price.
   • Larry Ellison holds the title of Oracle co-founder and Executive Chair.
   • Barclays lifted its price target for Oracle to $252.
   • Oracle stock trades at $154 after record first-quarter results.

   Still unconfirmed

   • Larry Ellison walked away from the stock sale plan without providing an explanation.

   What to watch next

   • Future insider trading filings from Larry Ellison
   • Subsequent analyst price target adjustments for Oracle stock
   Sources used for this update (4)

   1. nypost.com — Larry Ellison cancels plan to sell Oracle stock worth up to $7.5B
   2. 247wallst.com — On Second Thought, Never Mind: Here’s Why ORCL’s Larry Ellison Just Canceled $7.5 Billion Stock Sale
   3. blockonomi.com — Oracle (ORCL) Stock: Larry Ellison Scraps $7.5B Share Sale Plan After One Day
   4. blockonomi.com — Oracle (ORCL) Stock: Ellison Abandons $7.5B Share Sale as Analysts Boost Targets
   confidence 100%
5. 48d ago

   Larry Ellison Scraps $7.5B Oracle Stock Sale Plan

   Oracle co-founder and executive chairman Larry Ellison has canceled his plan to sell up to 50 million Oracle shares, which would have been worth about $7.5 billion based on Friday closing prices. Oracle announced the cancellation on Saturday, just a day after initial disclosures of the trading plan surfaced. The planned share sale was scrapped because Europe lacks an equivalent instrument and blocks the window instead. The sudden reversal avoids a multi-billion-dollar stock offloading by one of the company's top executives, drawing immediate attention from market observers and investors tracking insider trading activity.

   Why it matters

   Insider stock sales by major executives often signal shifts in personal liquidity or portfolio management, making sudden plan reversals a notable event for shareholders. Regulatory filings initially revealed the planned transaction before the abrupt cancellation was confirmed by the company over the weekend. The involvement of European rules highlights the cross-border complexities that can impact large-scale executive trading strategies.

   What is confirmed

   • Larry Ellison canceled a plan to sell up to 50 million Oracle shares worth about $7.5 billion at Friday closing prices.
   • Oracle announced Saturday that its co-founder and executive chairman had scrapped the trading plan.
   • The share sale plan surfaced for a day before being cancelled.

   What to watch next

   • Any subsequent regulatory filings from Oracle detailing future insider trading plans by Larry Ellison.
   • Further official explanations from Oracle or its executives regarding the European regulatory hurdles.
   Sources used for this update (7)

   1. Financial Times — Larry Ellison to sell up to $7.5bn worth of Oracle stock
   2. WSJ — Larry Ellison Scraps Plan to Sell Up to $7.5 Billion Worth of Oracle Stock
   3. Financial Times — Larry Ellison cancels $7.5bn Oracle share sale
   4. Oracle - Investor Relations — Larry Ellison Cancels His Plan to Sell Oracle Stock
   5. CNBC — Oracle's Larry Ellison adopts trading plan to sell up to $7.5 billion worth of stock
   6. thenextweb.com — Larry Ellison has cancelled his plan to sell $7.5bn of Oracle stock, a day after it surfaced
   7. kelo.com — Larry Ellison cancels plan to sell Oracle stock worth up to $7.5 billion
   confidence 100%