Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| O REILLY AUTOMOTIVE INCORLY · Entity 2977 | SVP OF INTERNATIONAL | January 29, 2026 | February 02, 2026 |
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.
O REILLY AUTOMOTIVE INC
Report date January 29, 2026 · Filed February 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Nonqualified employee stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $98.85 · Expires 2036-01-29 | Direct | 3,368 |
Reported balance
After 2026-01-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-29 · Grant · Acquired 3,368 · Balance 3,368 F1: The options vest in four equal annual installments beginning on this date. |
| Common stockSEC Table I · non-derivative | Direct | 4,354 |
Reported balance
Holding disclosure · report date 2026-01-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 4,354 |
| Common stockSEC Table I · non-derivative | IndirectIndirectly in the Company's 401k plan. | 2,906 |
Reported balance
Holding disclosure · report date 2026-01-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,906 |
Filing footnotes · ownership attribution and instrument terms
F1: The options vest in four equal annual installments beginning on this date.
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 |
|---|---|---|---|---|---|---|
| January 29, 2026 Filed Feb 2, 2026 21:30 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | GrantNonqualified employee stock options (right to buy) · Derivative | 3,368 | $0.00 Strike: $98.85 | $0.00 |
DisclosureSEC source: 0001926778-26-000002 · form4-02022026_090252.xml · derivative · entry 3 MERZ MARK JOSEPH · CIK 0001926778 · SVP OF INTERNATIONAL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,368 Underlying: Common stock · 3,368 shares Expires 2036-01-29 F1 · derivative.exercise_date: The options vest in four equal annual installments beginning on this date. Read SEC document |
| July 29, 2025 Filed Jul 31, 2025 20:33 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionNonqualified employee stock options (right to buy) · Derivative | 29,505 | $0.00 Strike: $98.25 | $0.00 |
DisclosureSEC source: 0001415889-25-020728 · form4-07312025_080751.xml · derivative · entry 4 MERZ MARK JOSEPH · CIK 0001926778 · SVP OF INTERNATIONAL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 29,505 shares Expires 2027-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The options vest in four equal annual installments beginning on this date. Read SEC document |
| July 29, 2025 Filed Jul 31, 2025 20:33 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon stock | 5,050 | $99.07 | $500,312.59 |
DisclosureSEC source: 0001415889-25-020728 · form4-07312025_080751.xml · nonDerivative · entry 3 MERZ MARK JOSEPH · CIK 0001926778 · SVP OF INTERNATIONAL 10b5-1 filing: No plan indicated Ownership: Indirect · Indirectly in the Company's 401k plan. Disclosed balance after: 2,876 F1 · shares: The transaction was made in order to rebalance the reporting person's 401(k) plan holdings. Read SEC document |
| July 29, 2025 Filed Jul 31, 2025 20:33 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon stock | 29,505 | $98.25 | $2,898,866.25 |
DisclosureSEC source: 0001415889-25-020728 · form4-07312025_080751.xml · nonDerivative · entry 2 MERZ MARK JOSEPH · CIK 0001926778 · SVP OF INTERNATIONAL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,234 Read SEC document |
| July 29, 2025 Filed Jul 31, 2025 20:33 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionCommon stock | 29,505 | $18.11 | $534,335.55 |
DisclosureSEC source: 0001415889-25-020728 · form4-07312025_080751.xml · nonDerivative · entry 1 MERZ MARK JOSEPH · CIK 0001926778 · SVP OF INTERNATIONAL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,739 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 12, 2025 Filed Feb 13, 2025 22:37 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionNonqualified employee stock options (right to buy) · Derivative | 500 | $0.00 Strike: $271.65 | $0.00 |
DisclosureSEC source: 0001415889-25-003925 · form4-02132025_100254.xml · derivative · entry 4 MERZ MARK JOSEPH · CIK 0001926778 · SVP OF INTERNATIONAL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,967 Underlying: Common stock · 500 shares Expires 2027-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The options vest in four equal annual installments beginning on this date. Read SEC document |
| February 12, 2025 Filed Feb 13, 2025 22:37 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon stock | 500 | $1,325.00 | $662,500.00 |
DisclosureSEC source: 0001415889-25-003925 · form4-02132025_100254.xml · nonDerivative · entry 2 MERZ MARK JOSEPH · CIK 0001926778 · SVP OF INTERNATIONAL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275 Read SEC document |
| February 12, 2025 Filed Feb 13, 2025 22:37 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionCommon stock | 500 | $271.65 | $135,825.00 |
DisclosureSEC source: 0001415889-25-003925 · form4-02132025_100254.xml · nonDerivative · entry 1 MERZ MARK JOSEPH · CIK 0001926778 · SVP OF INTERNATIONAL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 775 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 30, 2025 Filed Feb 3, 2025 21:39 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | GrantNonqualified employee stock options (right to buy) · Derivative | 229 | $0.00 Strike: $1,310.16 | $0.00 |
DisclosureSEC source: 0001415889-25-002721 · form4-02032025_090228.xml · derivative · entry 3 MERZ MARK JOSEPH · CIK 0001926778 · SVP OF INTERNATIONAL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229 Underlying: Common stock · 229 shares Expires 2035-01-30 F1 · derivative.exercise_date: The options vest in four equal annual installments beginning on this date. Read SEC document |
| July 30, 2024 Filed Aug 1, 2024 20:31 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionNonqualified employee stock options (right to buy) · Derivative | 315 | $0.00 Strike: $271.65 | $0.00 |
DisclosureSEC source: 0001415889-24-020519 · form4-08012024_080819.xml · derivative · entry 6 MERZ MARK JOSEPH · CIK 0001926778 · SVP OF FINANCE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,467 Underlying: Common stock · 315 shares Expires 2027-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The options vest in four equal annual installments beginning on this date. Read SEC document |
| July 30, 2024 Filed Aug 1, 2024 20:31 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionNonqualified employee stock options (right to buy) · Derivative | 98 | $0.00 Strike: $272.21 | $0.00 |
DisclosureSEC source: 0001415889-24-020519 · form4-08012024_080819.xml · derivative · entry 5 MERZ MARK JOSEPH · CIK 0001926778 · SVP OF FINANCE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 98 shares Expires 2026-03-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The options vest in four equal annual installments beginning on this date. Read SEC document |
| July 30, 2024 Filed Aug 1, 2024 20:31 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon stock | 413 | $1,120.00 | $462,560.00 |
DisclosureSEC source: 0001415889-24-020519 · form4-08012024_080819.xml · nonDerivative · entry 3 MERZ MARK JOSEPH · CIK 0001926778 · SVP OF FINANCE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 265 Read SEC document |
| July 30, 2024 Filed Aug 1, 2024 20:31 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionCommon stock | 315 | $271.65 | $85,569.75 |
DisclosureSEC source: 0001415889-24-020519 · form4-08012024_080819.xml · nonDerivative · entry 2 MERZ MARK JOSEPH · CIK 0001926778 · SVP OF FINANCE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 678 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 30, 2024 Filed Aug 1, 2024 20:31 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionCommon stock | 98 | $272.21 | $26,676.58 |
DisclosureSEC source: 0001415889-24-020519 · form4-08012024_080819.xml · nonDerivative · entry 1 MERZ MARK JOSEPH · CIK 0001926778 · SVP OF FINANCE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 363 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:42 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | GrantNonqualified employee stock options (right to buy) · Derivative | 275 | $0.00 Strike: $1,041.75 | $0.00 |
DisclosureSEC source: 0001415889-24-002557 · form4-02052024_090256.xml · derivative · entry 3 MERZ MARK JOSEPH · CIK 0001926778 · SVP OF FINANCE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275 Underlying: Common stock · 275 shares Expires 2034-02-01 F2 · derivative.exercise_date: The options vest in four equal annual installments beginning on this date. Read SEC document |
| February 02, 2023 Filed Feb 6, 2023 22:55 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | GrantNonqualified employee stock options (right to buy) · Derivative | 237 | $0.00 Strike: $805.66 | $0.00 |
DisclosureSEC source: 0001415889-23-002021 · form4-02062023_100227.xml · derivative · entry 3 MERZ MARK JOSEPH · CIK 0001926778 · SVP OF FINANCE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237 Underlying: Common stock · 237 shares Expires 2033-02-02 F2 · derivative.exercise_date: The options vest in four equal annual installments beginning on this date. 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.