Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
O REILLY AUTOMOTIVE INC
Report date May 08, 2018 · Filed May 09, 2018
Section 16 reporting ended · disclosed 2018-05-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,280 |
Reported balance
Holding disclosure · report date 2018-05-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 41,280 |
| Common StockSEC Table I · non-derivative | IndirectIndirectly through reporting person's spouse and as trustee for a GRAT and CRAT. | 135,417 |
Reported balance
Holding disclosure · report date 2018-05-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 135,417 F1: Total includes 94,829 shares held through reporting person's spouse, 29,213 shares held in a Grantor Retained Annuity Trust (GRAT) and 11,375 shares held in a Charitable Remainder Annuity Trust (CRAT). |
Filing footnotes · ownership attribution and instrument terms
F1: Total includes 94,829 shares held through reporting person's spouse, 29,213 shares held in a Grantor Retained Annuity Trust (GRAT) and 11,375 shares held in a Charitable Remainder Annuity Trust (CRAT).
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 01, 2017 Filed Jun 13, 2017 20:46 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | GiftCommon Stock | 1,440 | $245.65 | $353,736.00 |
DisclosureSEC source: 0000898173-17-000138 · wf-form4_149738679031343.xml · nonDerivative · entry 2 OREILLY CHARLES H JR · CIK 0000939547 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirectly through reporting person's spouse and as trustee for a GRAT and CRAT. Disclosed balance after: 135,417 F1 · balance_after: Total includes 95,829 shares held through reporting person's spouse, 29,213 shares held in a Grantor Retained Annuity Trust (GRAT) and 10,375 shares held in a Charitable Remainder Annuity Trust (CRAT). Read SEC document |
| May 25, 2017 Filed Jun 13, 2017 20:46 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | GiftCommon Stock | 4,191 | $243.85 | $1,021,975.35 |
DisclosureSEC source: 0000898173-17-000138 · wf-form4_149738679031343.xml · nonDerivative · entry 1 OREILLY CHARLES H JR · CIK 0000939547 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirectly through reporting person's spouse and as trustee for a GRAT and CRAT. Disclosed balance after: 136,857 Read SEC document |
| November 21, 2016 Filed Nov 23, 2016 21:41 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon Stock | 10,000 | $268.42 | $2,684,183.00 |
DisclosureSEC source: 0000898173-16-000395 · wf-form4_147993729116507.xml · nonDerivative · entry 2 OREILLY CHARLES H JR · CIK 0000939547 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirectly through reporting person's spouse and as trustee for a GRAT and CRAT. Disclosed balance after: 78,025 F1 · balance_after: Total includes 3,535 shares held through reporting person's spouse, 29,390 shares held as trustee for reporting person's step mother, 34,725 shares held in a Grantor Retained Annuity Trust (GRAT) and 10,375 shares held in a Charitable Remainder Annuity Trust (CRAT). Read SEC document |
| November 21, 2016 Filed Nov 28, 2016 21:32 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | GiftCommon Stock | 3,585 | $270.01 | $967,985.85 |
DisclosureSEC source: 0000898173-16-000403 · wf-form4_148036871438732.xml · nonDerivative · entry 1 OREILLY CHARLES H JR · CIK 0000939547 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirectly through reporting person's spouse, as trustee for step mother, GRAT and CRAT Disclosed balance after: 74,440 F1 · balance_after: Total includes 3,535 shares held through reporting person's spouse, 29,390 shares held as trustee for reporting person's step mother, 31,140 shares held in a Grantor Retained Annuity Trust (GRAT) and 10,375 shares held in a Charitable Remainder Annuity Trust (CRAT). Read SEC document |
| August 03, 2016 Filed Nov 29, 2016 21:30 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | GiftCommon Stock | 29,390 | $286.68 | $8,425,525.20 |
DisclosureSEC source: 0000898173-16-000408 · wf-form4_148045502981574.xml · nonDerivative · entry 1 OREILLY CHARLES H JR · CIK 0000939547 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirectly through reporting person's spouse, as trustee for a GRAT and CRAT. Disclosed balance after: 45,050 F1 · balance_after: Total includes 3,535 shares held through reporting person's spouse, 31,140 shares held in a Grantor Retained Annuity Trust (GRAT) and 10,375 shares held in a Charitable Remainder Annuity Trust (CRAT). Read SEC document |
| August 02, 2016 Filed Nov 23, 2016 21:41 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | GiftCommon Stock | 8,000 | $287.02 | $2,296,160.00 |
DisclosureSEC source: 0000898173-16-000395 · wf-form4_147993729116507.xml · nonDerivative · entry 1 OREILLY CHARLES H JR · CIK 0000939547 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirectly through reporting person's spouse and as trustee for a GRAT and CRAT. Disclosed balance after: 88,025 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.