Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| O REILLY AUTOMOTIVE INCORLY · Entity 2977 | Director | February 26, 2025 | February 28, 2025 |
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 February 26, 2025 · Filed February 28, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 25,738 |
Reported balance
After 2025-02-26 transaction · row 1
1 source rowRow 1 · 2025-02-26 · Gift · Disposed 375 · Balance 25,738 |
| Common stockSEC Table I · non-derivative | IndirectIndirectly through a partnership, as trustee for children, and a GRAT. | 133,377 |
Reported balance
Holding disclosure · report date 2025-02-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 133,377 F1: Total includes 24,210 shares held as a principal of a family limited partnership, 78,407 shares held as trustee for reporting person's children and 30,760 shares held as trustee of a Grantor Retained Annuity Trust (GRAT). |
Filing footnotes · ownership attribution and instrument terms
F1: Total includes 24,210 shares held as a principal of a family limited partnership, 78,407 shares held as trustee for reporting person's children and 30,760 shares held as trustee of a Grantor Retained Annuity Trust (GRAT).
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 |
|---|---|---|---|---|---|---|
| May 01, 2019 Filed Jun 5, 2019 22:48 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | GiftCommon Stock | 100 | $373.55 | $37,355.00 |
DisclosureSEC source: 0000898173-19-000112 · wf-form4_155977487946475.xml · nonDerivative · entry 1 OREILLY LAWRENCE P · CIK 0000942011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,588 Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 20:40 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon Stock | 5,600 | $375.48 | $2,102,688.00 |
DisclosureSEC source: 0000898173-19-000076 · wf-form4_155328721891410.xml · nonDerivative · entry 1 OREILLY LAWRENCE P · CIK 0000942011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,564 F1 · kind: The reporting person contributed O'Reilly Automotive, Inc. common stock to an exchange fund in exchange for shares of the exchange fund. The O'Reilly Automotive, Inc. common stock was valued at $375.48 per share for the purpose of determining the number of limited partnership shares of the exchange fund issuable to the reporting person. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 21:30 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon Stock | 1,500 | $378.85 | $568,275.00 |
DisclosureSEC source: 0000898173-19-000062 · wf-form4_155138943449553.xml · nonDerivative · entry 4 OREILLY LAWRENCE P · CIK 0000942011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirectly in a family limited partnership and as trustee of a GRAT. Disclosed balance after: 58,513 F1 · balance_after: Total includes 22,020 shares held as a principal of a family limited partnership and 36,493 shares held as trustee of a Grantor Retained Annuity Trust (GRAT). Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 21:30 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon Stock | 3,000 | $378.47 | $1,135,408.50 |
DisclosureSEC source: 0000898173-19-000062 · wf-form4_155138943449553.xml · nonDerivative · entry 3 OREILLY LAWRENCE P · CIK 0000942011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,164 Read SEC document |
| August 22, 2018 Filed Sep 5, 2018 20:31 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | GiftCommon Stock | 200 | $328.66 | $65,732.00 |
DisclosureSEC source: 0000898173-18-000191 · wf-form4_153617947919677.xml · nonDerivative · entry 1 OREILLY LAWRENCE P · CIK 0000942011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,264 Read SEC document |
| July 31, 2018 Filed Aug 23, 2018 21:22 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | GiftCommon Stock | 3,825 | $306.00 | $1,170,450.00 |
DisclosureSEC source: 0000898173-18-000184 · wf-form4_153505931318094.xml · nonDerivative · entry 1 OREILLY LAWRENCE P · CIK 0000942011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,464 Read SEC document |
| June 20, 2018 Filed Jun 22, 2018 22:00 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon Stock | 19,250 | $284.18 | $5,470,465.00 |
DisclosureSEC source: 0000898173-18-000142 · wf-form4_152970479542148.xml · nonDerivative · entry 1 OREILLY LAWRENCE P · CIK 0000942011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,740 F1 · kind: The reporting person contributed O'Reilly Automotive, Inc. common stock to an exchange fund in exchange for shares of the exchange fund. The O'Reilly Automotive, Inc. common stock was valued at $284.18 per share for the purpose of determining the number of limited partnership shares of the exchange fund issuable to the reporting person. Read SEC document |
| December 29, 2017 Filed Feb 28, 2019 21:30 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | GiftCommon Stock | 50 | $240.54 | $12,027.00 |
DisclosureSEC source: 0000898173-19-000062 · wf-form4_155138943449553.xml · nonDerivative · entry 2 OREILLY LAWRENCE P · CIK 0000942011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,164 Read SEC document |
| December 18, 2017 Filed Feb 28, 2019 21:30 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | GiftCommon Stock | 50 | $245.88 | $12,294.00 |
DisclosureSEC source: 0000898173-19-000062 · wf-form4_155138943449553.xml · nonDerivative · entry 1 OREILLY LAWRENCE P · CIK 0000942011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,214 Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 22:26 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon Stock | 6,400 | $235.00 | $1,504,000.00 |
DisclosureSEC source: 0000898173-17-000214 · wf-form4_151208073025293.xml · nonDerivative · entry 2 OREILLY LAWRENCE P · CIK 0000942011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,754 F1 · kind: The transactions reported on this Form 4 were made pursuant to a 10b5-1 trading plan adopted on August 25, 2017. Read SEC document |
| November 28, 2017 Filed Nov 30, 2017 22:26 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon Stock | 6,600 | $225.00 | $1,485,000.00 |
DisclosureSEC source: 0000898173-17-000214 · wf-form4_151208073025293.xml · nonDerivative · entry 1 OREILLY LAWRENCE P · CIK 0000942011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,154 F1 · kind: The transactions reported on this Form 4 were made pursuant to a 10b5-1 trading plan adopted on August 25, 2017. Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 20:32 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon Stock | 5,000 | $197.40 | $986,992.50 |
DisclosureSEC source: 0000898173-17-000164 · wf-form4_150472996246550.xml · nonDerivative · entry 1 OREILLY LAWRENCE P · CIK 0000942011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,754 Read SEC document |
| May 17, 2017 Filed Jun 13, 2017 20:45 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | GiftCommon Stock | 3,750 | $248.91 | $933,412.50 |
DisclosureSEC source: 0000898173-17-000137 · wf-form4_149738674139302.xml · nonDerivative · entry 1 OREILLY LAWRENCE P · CIK 0000942011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirectly in a family limited partnership and as trustee of a GRAT. Disclosed balance after: 84,798 F1 · balance_after: Total includes 23,520 shares held as a principal of a family limited partnership and 61,278 shares held as trustee of a Grantor Retained Annuity Trust (GRAT). Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 21:32 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon Stock | 32,000 | $268.73 | $8,599,360.00 |
DisclosureSEC source: 0000898173-17-000086 · wf-form4_148823113846520.xml · nonDerivative · entry 1 OREILLY LAWRENCE P · CIK 0000942011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,316 F1 · kind: The reporting person contributed O'Reilly Automotive, Inc. common stock to an exchange fund in exchange for shares of the exchange fund. The O'Reilly Automotive, Inc. common stock was valued at $268.73 per share for the purpose of determining the number of limited partnership shares of the exchange fund issuable to the reporting person. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 22:27 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon Stock | 1,500 | $270.10 | $405,150.00 |
DisclosureSEC source: 0000898173-17-000064 · wf-form4_148728405259849.xml · nonDerivative · entry 2 OREILLY LAWRENCE P · CIK 0000942011 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirectly in a family limited partnership and as trustee of a GRAT. Disclosed balance after: 88,548 F1 · balance_after: Total includes 23,520 shares held as a principal of a family limited partnership and 65,028 shares held as trustee of a Grantor Retained Annuity Trust (GRAT). Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 22:27 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon Stock | 10,000 | $270.86 | $2,708,641.00 |
DisclosureSEC source: 0000898173-17-000064 · wf-form4_148728405259849.xml · nonDerivative · entry 1 OREILLY LAWRENCE P · CIK 0000942011 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,316 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.