Oracle Corporation ORCL Chief Executive

What Clay Magouyrk says in public, and what their own SEC filings show they own.

Clay Magouyrk

Co-Chief Executive Officer · Oracle Corporation

Promoted to chief executive alongside Mike Sicilia on 22 September 2025, having run Oracle Cloud Infrastructure as its president. He joined Oracle in 2014 from Amazon Web Services as a founding member of the cloud engineering team and oversaw OCI Gen2, the platform the AI training and inference business is built on.

What they own

Ownership

Skin in the game
3/ 100
Level 1Steward

Magouyrk owns about 0% of Oracle Corporation, worth $18.4M at the last close.

CEO since
2025
SEC filings
14
Stake 134,030 reported shares ≈ 0.0% of shares outstanding — no 13G on file, so an estimate 4/35
Founder Hired into the chair; the founder axis scores zero 0/15
Tenure In the chair since Sep 2025 — 1 years 0/10
Track record 1 prior role, none sold or listed before this chair 0/15
Direction Sold 81,241 shares ($20.9M) — more than a tenth of the stake — in the last year -10/15
Discipline 1 late Form 4 in 14 filings 9/10
Track record · other companies
  • –2014Amazon Web Services · senior engineer

Score = stake band (35) + founder (15) + tenure (10) + track record (15) + 12-month direction (−10…15) + filing discipline (10). An axis we have not researched is left out of the score and of the total it is shown over. Every input links to a filing or to our own research; the bands are ours.

Reported · Forms 3, 4, 5 134,030 Every lot on the person's own filings, as of Feb 9, 2026
Last open-market trade Sale · $1.6M Feb 9, 2026 · 10,000 shares at $155.23 · no 10b5-1 plan
Paper trail 1 late filing Form 4 covering a 2025-08-04 option or RSU conversion in ORACLE CORP was filed 2025-08-07, 3 business days later; Section 16 allows two.
Reported Oracle Corporation shares Forms 3, 4 and 5 · as of 2026-02-09
050K100K150K200K 2025 Feb 2026: net −10,000 shares across 1 movement (largest: sale −10,000)Dec 2025: net −10,000 shares across 1 movement (largest: sale −10,000)Oct 2025: net −40,000 shares across 1 movement (largest: sale −40,000)Sep 2025: net +94,789 shares across 7 movements (largest: exercise +88,093) 134,030

Dots mark the months the activity below moved the line. Hover one for that month's net move, how many movements it folds and the largest.

How the stake is held
SecurityHeld viaShares
Common StockDirect134,030
Reported as of 2026-02-09134,030
Held directly
100%
Vehicles
None
Last filing
Feb 11, 2026
Activity · last 12 months 10 events folded from 10 filing lines · Every filing on EDGAR ↗
DateTypeWhat happenedSharesPriceValueNote
Feb 9, 2026 filing: Sale, Open-market sale Sale Open-market sale −10,000 $155.23 $1.6M no 10b5-1 plan
Dec 19, 2025 filing: Sale, Open-market sale Sale Open-market sale −10,000 $192.52 $1.9M no 10b5-1 plan
Oct 21, 2025 filing: Sale, Open-market sale Sale Open-market sale −40,000 $276.64 $11.1M no 10b5-1 plan
Sep 22, 2025 filing: Tax, Shares withheld for tax Tax Shares withheld for tax −34,665 $308.66 $10.7M
Sep 20, 2025 filing: Exercise, Option or RSU conversion Exercise Option or RSU conversion +88,093 — —
Sep 19, 2025 filing: Exercise, Option or RSU conversion Exercise Option or RSU conversion +41,768 — —
Sep 19, 2025 filing: Tax, Shares withheld for tax Tax Shares withheld for tax −16,436 $296.62 $4.9M
Sep 15, 2025 filing: Exercise, Option or RSU conversion Exercise Option or RSU conversion +61,452 — —
Sep 15, 2025 filing: Tax, Shares withheld for tax Tax Shares withheld for tax −24,182 $292.18 $7.1M
Sep 12, 2025 filing: Sale, Open-market sale Sale Open-market sale −21,241 $297.11 $6.3M no 10b5-1 plan
Every issuer Clay Magouyrk files as an insider of
CompanyRoleReportedBeneficial% of class
ORCL ORACLE CORP This page Chief Executive Officer 134,030
2026-02-09
— —

Reported is every lot on the person's own Forms 3, 4 and 5 — direct and through trusts. Beneficial is the figure stated on the latest Schedule 13D/G cover page, which can exclude shares the person disclaims and include options exercisable within 60 days, so the two are never added together.

Paper trail

14 filings under CIK 0002071873 · captured 2026-09-10 · All filings on EDGAR ↗

On the record with shareholders

Earnings calls

  1. Q1 FY2027 Sep 10, 2026 Magouyrk's argument was that delivery, not demand, is the business: 850 megawatts and more than 300,000 GPUs handed over in one quarter, 73% of all of last year's capacity, with the fleet at 97.9% utilization and expiring GPU capacity renewed or resold at a 20% premium. Funding, he insisted, has been deliberately uncoupled from Oracle's own cash through prepay and bring-your-own-hardware contracts, and neither of the contested New Mexico and Wisconsin sites touches the FY2027 guide. Read the call · 6 quotes →
In their own words

Podcasts, interviews & articles

2 recorded appearances

2026

Interview CNBC Halftime Report · Jun 1, 2026

CNBC Exclusive: Oracle CEO Clay Magouyrk Speaks with CNBC's David Faber on “Halftime Report”, Jun 1, 2026

Said demand for compute still outpaces supply, put the cost of filling a $16bn data-centre site at another $30bn to $40bn of networking and GPUs, and said Oracle delivered on the order of 400MW last quarter with more expected in the current one.

Watch or read: CNBC Exclusive: Oracle CEO Clay Magouyrk Speaks with CNBC's David Faber on “Halftime Report”, Jun 1, 2026 →

2025

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