# Oracle gave Larry Ellison and his co-CEOs nearly $1 billion in stock options. By fiscal year end, all were underwater

> **Open Intelligence Dossier** · First detected: 2026-09-26 18:40 UTC · Category: Business

## Executive Summary
Oracle executives are facing a significant financial reversal after nearly $1 billion in stock options fell underwater following a sharp share price drop.

## Intelligence Brief
Oracle Corporation has reported massive executive compensation packages that have since been impacted by a severe decline in the company's market valuation. According to reports from Fortune and NDTV Profit, Larry Ellison, the Executive Chair and CTO, along with the company's co-CEOs, were granted nearly $1 billion in stock options. However, by the end of the fiscal year, these options were described as underwater. This financial situation follows a period of extreme volatility for the company's equity, as documented by multiple business news outlets reporting on the fiscal year-end results. Coverage from SuaraGarut.ID emphasizes the scale of the loss, noting that Oracle's share price dropped by 56 percent. TradingView provides specific figures regarding the leadership's earnings, reporting that Lawrence J.


Ellison's total compensation for 2026 amounted to $131 million. Meanwhile, calcalistech.com highlights the specific impact on the co-CEOs, stating they received $350 million in equity awards. A year after those awards were issued, the reports indicate the stock had lost half of its overall value, rendering the previous grants significantly less valuable than their original strike prices. The context of this trend centers on the relationship between high-level executive incentive structures and actual market performance. The massive scale of the initial grants, totaling nearly $1 billion for Ellison and the co-CEOs, was intended as a primary component of their compensation. Because these were stock options rather than fixed salaries, the value of the awards was tied directly to the company's share price.


The subsequent 56 percent drop in stock value mentioned by SuaraGarut.ID explains why the options are now underwater, meaning the current market price is below the price at which the options can be exercised. Future attention will likely focus on how Oracle addresses the gap between executive pay and share performance. NDTV Profit has already begun questioning what went wrong to cause such a drastic shift in value. Observers will be watching for new filings or statements from Oracle Corp regarding whether these compensation structures will be adjusted or if new equity awards will be issued to the co-CEOs and Larry Ellison. The company must now navigate the fallout of a share price that has lost half its value since the $350 million equity awards for the co-CEOs were first granted.

## Multi-Source Evidence Table
| Source Outlet | Headline | Verification URL |
|---|---|---|
| SuaraGarut.ID | Oracle Reports Massive Executive Pay as Share Price Drops 56 Percent | [Source Link](https://news.google.com/rss/articles/CBMifkFVX3lxTFB6bGlSYmlPRFVBN096M3dHbmF5ME5ncC1JYkt6WGotcGpLUlhWUFJ0V0lBanJKbGx6MVFIN2M0QmxhS29EMnRnUVVkVjU5NjZjTzFqT2ZEZHdOMHJqd09aUFFkSGYxSF9XcXRXcl9UYnIzMERqUUU4U3FlV2FSQQ?oc=5) |
| TradingView | Oracle Corp Says Executive Chair & CTO Lawrence J. Ellison's 2026 Total Compensation $131 Million | [Source Link](https://news.google.com/rss/articles/CBMi9gFBVV95cUxNaV9VSTdfOElIZW1yZkt1NE0wQmcwUk9LRXBZNG9BMm1ORnVFU21ZaXdBN0hBeGFHX3ZOeUJjLVZxWDdYM1dLTUlYMDluczZ1NUFHaVN2Q004cUNSWE5SdFE5cm0wdDB1N19tbjNGMUtqLVdxYWFyTjlrLVlobkpUT3c0RWJnbHB1WEYxZjdwTnp6cUswRFBRQ2ZFRTVGb2ZFV1BXTk9OM212bkpzUldqcGpKRDdaYk5jX0RNdk9UMUVUektSOHhfZzJZczFjTUhIbGgxa2tjclEwVHB1N2lwQ0lXVUlhNG1RYmhLRHM4bXE0bG00WFE?oc=5) |
| NDTV Profit | Larry Ellison, Oracle's Co-CEOs Got Nearly $1 Billion In Stock Options: What Went Wrong? | [Source Link](https://news.google.com/rss/articles/CBMixwFBVV95cUxNbGREOVBHQTF2bmcyOERwb2NhU1RrZHY0U2NNMXN3M2FBSlZVYnpwMmVnU1BKUXNhajY2TEFBaUE4eDg4dHJQdGRIUmpHSGtMdzNoN25qOXRMeFVMb0dwTk1kZ3lfWmRKaVJKWG5rT0JhUWZkdVVtUzluaWttSXBJOENGS0xoeXVWR1VsbHE0Q21NYl83b2huWkh5ZVJMVGRvOGRJei11b3pGMFE2ckQxR1JSX0FQN2Zha2tGOHFZUFc4cWUtcGVZ0gHPAUFVX3lxTE9NTEpZVkE5TEdhd055djZ5cXZkUG1SWVl5S2FiSTZOQjhqT1M4VDVVRGp2OGdmY3I5N3lvYzcwRmNlRTZVdFNHYS1qRjBQNTVMakVjTW83WHlRYWVPN2hybGFpZ3liZmpqaDk4SjNnampPUVNiaC1XbnNqbTlCMGtNa01UbW1ILWR5SXd) |
| calcalistech.com | Oracle’s co-CEOs got $350 million in equity awards. A year later, the stock had lost half its value | [Source Link](https://news.google.com/rss/articles/CBMiZ0FVX3lxTE0tLXM4bDZiR0ZOdVlIQnFVZktfMnFzbWxYR0pNRG42VkFPaTZBREhxSkNoY3hwall6MzlXN1IzWG43c05wa1prQk9Hdmt1eWJPSE9nLU5DMmFaWVhHYTE2OGctTkRuTzQ?oc=5) |
| Fortune | Oracle gave Larry Ellison and his co-CEOs nearly $1 billion in stock options. By fiscal year end, all were underwater | [Source Link](https://news.google.com/rss/articles/CBMibEFVX3lxTFBVaHRnbjZTVWhCV2JyZDFYNG13cVdZY3FlQ3A5OTVfa2pmRjh5WWpadk1aTHFoRzVYQzNZWUg2dUVrRkJGcmN4WXBUQXhkcEVjTi1aNWlxa1psNWdVT3NGLWd0OVNPX3NkeTNxeQ?oc=5) |

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