Form 4: O'Reilly Automotive SVP Granted Stock Options
Insider Transaction Report
O'Reilly Automotive's SVP of Legal & General Counsel, Tamara F. Conn, was granted 3,368 nonqualified employee stock options and holds 4,564 shares of common stock.
Summary
- Tamara F. Conn, SVP of Legal & General Counsel at O'Reilly Automotive Inc. (ORLY), reported changes in her beneficial ownership.
- Conn directly owns 4,335 shares of common stock.
- An additional 229 shares of common stock are indirectly owned through the company's 401k plan.
- Conn was granted 3,368 nonqualified employee stock options with an exercise price of $98.85.
- These options were granted on January 29, 2026, and will vest in four equal annual installments beginning on January 29, 2027.
- The options have an expiration date of January 29, 2036.
Sentiment
Score: 7
Explanation: StockSavvy.ai views this as a moderately positive event, reflecting routine executive compensation that aligns management incentives with long-term company performance, without indicating any immediate operational or financial shifts.
Positives
- The grant of 3,368 nonqualified employee stock options aligns the executive's interests with long-term shareholder value.
- The executive's direct and indirect ownership of common stock demonstrates a vested interest in the company's performance.
Future Outlook
The filing indicates a future vesting schedule for the granted stock options, with vesting occurring in four equal annual installments beginning January 29, 2027, and an expiration date of January 29, 2036.
Industry Context
StockSavvy.ai notes that the grant of stock options to senior executives is a standard practice across many industries, including automotive retail, serving as a key component of long-term incentive compensation plans designed to align management's interests with shareholder returns. This type of compensation is common for companies like AutoZone or Advance Auto Parts.
Comparison to Industry Standards
- Executive stock option grants are a common compensation tool in the retail automotive parts industry, similar to practices at competitors like AutoZone (AZO) and Advance Auto Parts (AAP).
- The vesting schedule over four years is typical for long-term incentive plans, aiming to retain key talent and encourage sustained performance.
Stakeholder Impact
- Shareholders: The grant of stock options aims to align the executive's financial interests with the company's long-term stock performance, potentially benefiting shareholders through sustained growth.
- Employees: This filing specifically pertains to a senior executive's compensation and does not directly impact the broader employee base, though it reflects the company's executive incentive structure.
Next Steps
- The granted stock options will begin to vest in four equal annual installments starting on January 29, 2027.
Key Dates
| Date | Description |
|---|---|
| 01/29/2026 | Date of earliest transaction, specifically the grant date for the nonqualified employee stock options. |
| 02/02/2026 | Date the Form 4 was signed by the reporting person. |
| 01/29/2027 | Date when the granted stock options begin to vest in four equal annual installments. |
| 01/29/2036 | Expiration date for the nonqualified employee stock options. |
Keywords
O'Reilly Automotive, ORLY, Form 4, Insider Transaction, Stock Options, Executive Compensation, Beneficial Ownership
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.