Form 4: O'Reilly Automotive Insider Gifts Shares

David E. O'Reilly, EV Chairman of the Board at O'Reilly Automotive Inc., reported gifting 7,070 shares of common stock.

Summary

• David E. O'Reilly, EV Chairman of the Board and a Director of O'Reilly Automotive Inc. (ORLY), reported a disposition of common stock.
• On November 21, 2025, Mr. O'Reilly gifted 7,070 shares of ORLY common stock.
• The reported price per share for this gift transaction was $100.43, which is noted despite SEC instructions typically requiring $0.00 for gifts.
• Following this transaction, Mr. O'Reilly directly beneficially owns 147,900 shares, which includes 4,230 unvested restricted share awards and 143,670 directly held shares.
• Additionally, Mr. O'Reilly indirectly beneficially owns 3,214,615 shares through his spouse, the Company's 401k plan, and as trustee for Grantor Retained Annuity Trusts (GRAT) and for his children.
• His total beneficial ownership after the transaction is 3,362,515 shares.

Sentiment

Score: 5

Explanation: The filing reports a routine insider gift of shares, which is generally considered neutral for the company's operational or financial performance. It does not indicate a change in company strategy or financial health.

Positives

• The transaction is a gift, not a sale, which typically does not signal a lack of confidence in the company's future performance.

Negatives

• The transaction reduces Mr. O'Reilly's direct beneficial ownership by 7,070 shares.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

• Shareholders: Minimal impact as it's a routine insider gift and does not significantly alter the overall ownership structure or signal a change in company fundamentals.
• Employees, Customers, Suppliers, Creditors: No direct impact from this insider transaction.

Key Dates

Keywords

O'Reilly Automotive, ORLY, Form 4, insider transaction, stock gift, beneficial ownership, David O'Reilly