Form 4: O'Reilly Automotive Director Gifts Shares

O'Reilly Automotive Director Dana Perlman reported gifting 1,000 shares of common stock on November 24, 2025.

Summary

• Dana Perlman, a Director of O'Reilly Automotive Inc. (ORLY), reported a change in beneficial ownership.
• On November 24, 2025, Ms. Perlman disposed of 1,000 shares of common stock through a gift (Transaction Code 'G').
• The reported value for the disposition was $99 per share, likely representing the fair market value at the time of the gift.
• Following this transaction, Ms. Perlman directly beneficially owns 14,320 shares of O'Reilly Automotive common stock.
• This direct ownership includes 1,965 unvested restricted share awards and 12,355 shares held directly.
• Additionally, Ms. Perlman indirectly beneficially owns 1,500 shares as a trustee for her child.

Sentiment

Score: 5

Explanation: The filing reports a routine insider gift of shares, which is a personal transaction and does not inherently signal strong positive or negative sentiment regarding the company's operational or financial performance.

Negatives

• The disposition of 1,000 shares, even as a gift, reduces the direct beneficial ownership of a director, which can be perceived as a slight decrease in insider 'skin in the game'.

Stakeholder Impact

• Shareholders may note the reduction in direct insider ownership, though a gift typically carries less negative signaling than a sale.
• The impact on employees, customers, suppliers, and creditors is negligible as this is a personal transaction by a director.

Key Dates

Recommendation

The filing reports a routine insider gift of shares by a director. This type of transaction is typically for personal or estate planning purposes and does not provide sufficient information to alter an investment recommendation for O'Reilly Automotive Inc. without further fundamental analysis.

Keywords

O'Reilly Automotive, ORLY, insider transaction, Form 4, beneficial ownership, stock disposition, director, Dana Perlman