Form 4: O'Reilly Automotive Chairman Reports Stock Transactions

O'Reilly Automotive Chairman Gregory L. Henslee reported the acquisition of restricted stock and the disposition of shares for tax obligations.

Summary

• Gregory L. Henslee, Chairman of the Board at O'Reilly Automotive Inc. (ORLY), reported recent stock transactions.
• On January 29, 2026, Mr. Henslee acquired 4,305 shares of common stock at a price of $98.85 per share as a restricted share award.
• These restricted shares are scheduled to vest in one equal annual installment on January 29, 2027.
• On January 30, 2026, 1,461 shares of common stock were disposed of at $98.41 per share to satisfy payroll tax withholding obligations related to the vesting of previously awarded restricted shares.
• Following these transactions, Mr. Henslee directly holds 241,485 shares, which includes 4,305 unvested restricted share awards and 237,180 directly held shares.
• Additionally, Mr. Henslee indirectly holds 191,603 shares, comprising 74,897 shares in the Company's 401K plan and 116,706 shares as trustee of a Grantor Retained Annuity Trust (GRAT).

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive event, as the Chairman's acquisition of restricted shares aligns his interests with shareholders, despite a minor disposition for tax purposes.

Positives

• Acquisition of 4,305 shares of common stock by the Chairman of the Board, Gregory L. Henslee, through a restricted share award, indicating continued equity alignment with the company's performance.

Negatives

• Disposition of 1,461 shares of common stock to cover payroll tax withholding obligations, which reduces direct share ownership.

Future Outlook

The 4,305 restricted share award is scheduled to vest in one equal annual installment on January 29, 2027.

Industry Context

StockSavvy.ai notes that Form 4 filings are routine disclosures for company insiders, detailing changes in their beneficial ownership of company securities. These transactions, particularly restricted stock awards and tax-related dispositions, are common components of executive compensation packages across various industries.

Stakeholder Impact

• Shareholders: The Chairman's acquisition of restricted shares aligns his long-term interests with shareholder value creation. The disposition for tax purposes is a standard, non-discretionary event.

Next Steps

• The 4,305 restricted share award will vest on January 29, 2027.

Key Dates

Recommendation

A Form 4 filing details routine insider transactions and does not typically provide new fundamental information that would warrant a change in an investment recommendation. The reported transactions are standard for executive compensation and tax management.

Keywords

O'Reilly Automotive, ORLY, insider transaction, Form 4, executive compensation, restricted stock, stock award, share disposition, Gregory L. Henslee, corporate governance