Oracle CEO Safra Catz has sold $1.8 billion worth of stock options in Q2, more than double Jeff Bezos' $737 million sale. This brings her total sales for the year to $2.5 billion, lifting her net worth to $4 billion. Catz' move signals confidence and timing, and may indicate a strategy. As a seasoned executive, her massive sale will be closely watched by investors and analysts.
Oracle (NYSE: ORCL) Chief Executive Safra Catz has solidified her position as the top U.S. corporate insider seller in the second quarter of 2025. According to data from Washington Service, Catz sold $1.8 billion worth of stock options during the period, more than doubling Jeff Bezos' $737 million sale [2]. This quarterly sale brings her total stock sales for the year to $2.5 billion, significantly boosting her net worth to $4 billion [1].
Catz's substantial sale is notable for several reasons. Firstly, it underscores her confidence in the current market conditions, as she chooses to liquidate a significant portion of her holdings. Secondly, it highlights the financial health and liquidity of Oracle, as the company's stock remains a valuable asset for its executives. Lastly, it raises questions about the future direction of Oracle's stock, as large-scale insider selling can sometimes be interpreted as a bearish signal by market participants.
However, it is important to note that insider selling is a common practice among executives, who often sell shares as part of their compensation packages or to diversify their investment portfolios. Therefore, while Catz's sale is significant in terms of its size, it may not necessarily indicate a negative outlook for Oracle's stock. Investors should consider a range of factors, including the company's financial performance, market conditions, and broader economic trends, when evaluating the implications of insider selling.
Catz's second-quarter sale was conducted according to a pre-determined trading plan, coinciding with a market rebound following trade-related volatility. Oracle granted Catz an additional 5 million options in June, which she subsequently exercised along with other expiring options and sold the corresponding shares [3].
Catz is not the only executive taking advantage of the market's high point. Michael Dell, CEO of Dell Technologies, sold $1.22 billion worth of stock, while Jeff Bezos sold $736.7 million worth of Amazon stock [2]. This was Bezos' first stock sale of the year under a new trading plan that allows him to sell up to $50 billion worth of stock by May 2026.
Other notable insider sales include David Baszucki, CEO of Roblox, who sold $630.9 million worth of stock, Max De Groote, a director at Nutanix, who sold $421 million, Michael Rees, co-CEO of Blue Owl Capital, who sold $395.6 million, and Gerald Chen, a director at Applovin, who sold $340.9 million [2]. Mark Stevens, a director at NVIDIA, sold $288.5 million worth of stock and indicated plans to sell more. Larry Robbins, a member of the CVS Health board, sold $253.7 million worth of stock [2].
Overall, insider trading activity has slowed compared to last year. Reports indicate that 6,000 insiders sold a total of $36 billion worth of stock in the second quarter, down from $62 billion in the same period last year [1].
References:
[1] https://seekingalpha.com/news/4466995-oracle-ceo-safra-catz-leads-insider-selling-with-2_5b-in-stock-sales
[2] https://www.tradealgo.com/news/the-oracle-ceo-topped-bezos-and-dell-with-a-1-8-billion-stock-sale-last-quarter
[3] https://www.ainvest.com/news/oracle-ceo-safra-catz-sells-25-billion-stock-leading-insider-sales-2025-2507/
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