Pattern file
Larry Ellison
Executive Chairman and CTO, Oracle
Form 4, 10-Q/10-K, earnings calls
Lifetime record
No receipts yet. The record opens the day their words and a document first meet.
No receipts on Larry Ellison yet. The file opens the day their words and filings first meet. Their disclosures are on the desk.
The playbook
He has become one of the loudest voices on AI infrastructure, with claims about data centres and contracts that Oracle's filings then report as remaining performance obligations and capital spending. The 10-Q is the check.
His Form 4s are rare (latest October 2025) and mostly grants, so the personal-trading seam is thin. The company seam is thick: Oracle files what it has committed to build.
Statements about specific customers or contracts are held until a filing or a government record names them.
What we're watching
- Quarterly AI infrastructure claims on each call, against the obligations and capex lines in the next 10-Q.
- Ongoing Any Form 4 in his name.
- Ongoing Contract claims, against usaspending.gov and the company's filings.
