Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| O REILLY AUTOMOTIVE INCORLY · Entity 2977 | FORMER SVP OF PRO SALES & OPS | February 13, 2025 | February 18, 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 13, 2025 · Filed February 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 1,240 |
Ending reported balance
After 2025-02-13 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-02-13 · Exercise / conversion · Acquired 2,306 · Balance 3,546 Row 2 · 2025-02-13 · Exercise / conversion · Acquired 1,153 · Balance 4,699 Row 3 · 2025-02-13 · Sale · Disposed 3,459 · Balance 1,240 |
| Nonqualified employee stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $364.10 · Expires 2029-03-08 | Direct | 0 |
Reported balance
After 2025-02-13 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-02-13 · Exercise / conversion · Acquired 2,306 · Balance 0 F1: The options vest in four equal annual installments beginning on this date. |
| Nonqualified employee stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $368.08 · Expires 2030-03-06 | Direct | 1,153 |
Reported balance
After 2025-02-13 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-02-13 · Exercise / conversion · Acquired 1,153 · Balance 1,153 F1: The options vest in four equal annual installments beginning on this date. |
| Common stockSEC Table I · non-derivative | IndirectIndirectly in the Company's 401k plan. | 2,011 |
Reported balance
Holding disclosure · report date 2025-02-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,011 |
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 |
|---|---|---|---|---|---|---|
| February 13, 2025 Filed Feb 18, 2025 21:31 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionNonqualified employee stock options (right to buy) · Derivative | 1,153 | $0.00 Strike: $368.08 | $0.00 |
DisclosureSEC source: 0001415889-25-004435 · form4-02182025_090230.xml · derivative · entry 6 ROGERS CHARLES FRANCIS · CIK 0001903123 · FORMER SVP OF PRO SALES & OPS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,153 Underlying: Common stock · 1,153 shares Expires 2030-03-06 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 13, 2025 Filed Feb 18, 2025 21:31 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionNonqualified employee stock options (right to buy) · Derivative | 2,306 | $0.00 Strike: $364.10 | $0.00 |
DisclosureSEC source: 0001415889-25-004435 · form4-02182025_090230.xml · derivative · entry 5 ROGERS CHARLES FRANCIS · CIK 0001903123 · FORMER SVP OF PRO SALES & OPS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 2,306 shares Expires 2029-03-08 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 13, 2025 Filed Feb 18, 2025 21:31 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon stock | 3,459 | $1,335.31 | $4,618,842.13 |
DisclosureSEC source: 0001415889-25-004435 · form4-02182025_090230.xml · nonDerivative · entry 3 ROGERS CHARLES FRANCIS · CIK 0001903123 · FORMER SVP OF PRO SALES & OPS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,240 Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:31 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionCommon stock | 1,153 | $368.08 | $424,396.24 |
DisclosureSEC source: 0001415889-25-004435 · form4-02182025_090230.xml · nonDerivative · entry 2 ROGERS CHARLES FRANCIS · CIK 0001903123 · FORMER SVP OF PRO SALES & OPS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,699 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 13, 2025 Filed Feb 18, 2025 21:31 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionCommon stock | 2,306 | $364.10 | $839,614.60 |
DisclosureSEC source: 0001415889-25-004435 · form4-02182025_090230.xml · nonDerivative · entry 1 ROGERS CHARLES FRANCIS · CIK 0001903123 · FORMER SVP OF PRO SALES & OPS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,546 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 13, 2024 Filed Feb 15, 2024 21:45 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionNonqualified employee stock options (right to buy) · Derivative | 2,306 | $0.00 Strike: $269.63 | $0.00 |
DisclosureSEC source: 0001415889-24-003931 · form4-02152024_090257.xml · derivative · entry 6 ROGERS CHARLES FRANCIS · CIK 0001903123 · SVP OF PRO SALES & OPS SUPPORT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 2,306 shares Expires 2027-03-10 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 13, 2024 Filed Feb 15, 2024 21:45 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionNonqualified employee stock options (right to buy) · Derivative | 2,307 | $0.00 Strike: $272.21 | $0.00 |
DisclosureSEC source: 0001415889-24-003931 · form4-02152024_090257.xml · derivative · entry 5 ROGERS CHARLES FRANCIS · CIK 0001903123 · SVP OF PRO SALES & OPS SUPPORT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 2,307 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 |
| February 13, 2024 Filed Feb 15, 2024 21:45 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon stock | 4,613 | $1,031.99 | $4,760,562.03 |
DisclosureSEC source: 0001415889-24-003931 · form4-02152024_090257.xml · nonDerivative · entry 3 ROGERS CHARLES FRANCIS · CIK 0001903123 · SVP OF PRO SALES & OPS SUPPORT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,240 Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:45 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionCommon stock | 2,306 | $269.63 | $621,766.78 |
DisclosureSEC source: 0001415889-24-003931 · form4-02152024_090257.xml · nonDerivative · entry 2 ROGERS CHARLES FRANCIS · CIK 0001903123 · SVP OF PRO SALES & OPS SUPPORT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,853 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 13, 2024 Filed Feb 15, 2024 21:45 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionCommon stock | 2,307 | $272.21 | $627,988.47 |
DisclosureSEC source: 0001415889-24-003931 · form4-02152024_090257.xml · nonDerivative · entry 1 ROGERS CHARLES FRANCIS · CIK 0001903123 · SVP OF PRO SALES & OPS SUPPORT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,547 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 21:40 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: 0001415889-24-002551 · form4-02052024_090212.xml · derivative · entry 3 ROGERS CHARLES FRANCIS · CIK 0001903123 · SVP OF PRO SALES & OPS SUPPORT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275 Underlying: Common stock · 275 shares Expires 2034-02-01 F1 · derivative.exercise_date: The options vest in four equal annual installments beginning on this date. Read SEC document |
| May 04, 2023 Filed May 8, 2023 20:30 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionNonqualified employee stock options (right to buy) · Derivative | 2,306 | $0.00 Strike: $250.51 | $0.00 |
DisclosureSEC source: 0001415889-23-007543 · form4-05082023_080547.xml · derivative · entry 4 ROGERS CHARLES FRANCIS · CIK 0001903123 · SVP OF PRO SALES & OPS SUPPORT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 2,306 shares Expires 2028-03-09 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 |
| May 04, 2023 Filed May 8, 2023 20:30 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon stock | 2,306 | $932.95 | $2,151,379.93 |
DisclosureSEC source: 0001415889-23-007543 · form4-05082023_080547.xml · nonDerivative · entry 2 ROGERS CHARLES FRANCIS · CIK 0001903123 · SVP OF PRO SALES & OPS SUPPORT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,240 Read SEC document |
| May 04, 2023 Filed May 8, 2023 20:30 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionCommon stock | 2,306 | $250.51 | $577,676.06 |
DisclosureSEC source: 0001415889-23-007543 · form4-05082023_080547.xml · nonDerivative · entry 1 ROGERS CHARLES FRANCIS · CIK 0001903123 · SVP OF PRO SALES & OPS SUPPORT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,546 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 02, 2023 Filed Feb 6, 2023 22:54 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | GrantNonqualified employee stock options (right to buy) · Derivative | 261 | $0.00 Strike: $805.66 | $0.00 |
DisclosureSEC source: 0001415889-23-002018 · form4-02062023_100224.xml · derivative · entry 3 ROGERS CHARLES FRANCIS · CIK 0001903123 · SVP OF PRO SALES & OPS SUPPORT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261 Underlying: Common stock · 261 shares Expires 2033-02-04 F1 · derivative.exercise_date: The options vest in four equal annual installments beginning on this date. Read SEC document |
| November 16, 2022 Filed Nov 18, 2022 21:32 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionNonqualified employee stock options (right to buy) · Derivative | 700 | $0.00 Strike: $180.46 | $0.00 |
DisclosureSEC source: 0001415889-22-011595 · form4-11182022_091103.xml · derivative · entry 4 ROGERS CHARLES FRANCIS · CIK 0001903123 · SVP OF PRO SALES & OPS SUPPORT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 700 shares Expires 2024-11-24 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 |
| November 16, 2022 Filed Nov 18, 2022 21:32 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon stock | 700 | $840.97 | $588,681.03 |
DisclosureSEC source: 0001415889-22-011595 · form4-11182022_091103.xml · nonDerivative · entry 2 ROGERS CHARLES FRANCIS · CIK 0001903123 · SVP OF PRO SALES & OPS SUPPORT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,240 Read SEC document |
| November 16, 2022 Filed Nov 18, 2022 21:32 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionCommon stock | 700 | $180.46 | $126,322.00 |
DisclosureSEC source: 0001415889-22-011595 · form4-11182022_091103.xml · nonDerivative · entry 1 ROGERS CHARLES FRANCIS · CIK 0001903123 · SVP OF PRO SALES & OPS SUPPORT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,940 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 |
| November 11, 2022 Filed Nov 14, 2022 22:20 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionNonqualified employee stock options (right to buy) · Derivative | 1,300 | $0.00 Strike: $180.46 | $0.00 |
DisclosureSEC source: 0001415889-22-011365 · form4-11142022_101139.xml · derivative · entry 4 ROGERS CHARLES FRANCIS · CIK 0001903123 · SVP OF PRO SALES & OPS SUPPORT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700 Underlying: Common stock · 1,300 shares Expires 2024-11-24 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 |
| November 11, 2022 Filed Nov 14, 2022 22:20 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon stock | 1,300 | $840.34 | $1,092,440.44 |
DisclosureSEC source: 0001415889-22-011365 · form4-11142022_101139.xml · nonDerivative · entry 2 ROGERS CHARLES FRANCIS · CIK 0001903123 · SVP OF PRO SALES & OPS SUPPORT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,240 Read SEC document |
| November 11, 2022 Filed Nov 14, 2022 22:20 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionCommon stock | 1,300 | $180.46 | $234,598.00 |
DisclosureSEC source: 0001415889-22-011365 · form4-11142022_101139.xml · nonDerivative · entry 1 ROGERS CHARLES FRANCIS · CIK 0001903123 · SVP OF PRO SALES & OPS SUPPORT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,540 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 |
| August 08, 2022 Filed Aug 10, 2022 20:31 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionNonqualified employee stock options (right to buy) · Derivative | 4,031 | $0.00 Strike: $180.46 | $0.00 |
DisclosureSEC source: 0001415889-22-008465 · form4-08102022_010813.xml · derivative · entry 4 ROGERS CHARLES FRANCIS · CIK 0001903123 · SVP OF PRO SALES & OPS SUPPORT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common stock · 4,031 shares Expires 2024-11-24 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 |
| August 08, 2022 Filed Aug 10, 2022 20:31 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon stock | 4,031 | $713.76 | $2,877,175.83 |
DisclosureSEC source: 0001415889-22-008465 · form4-08102022_010813.xml · nonDerivative · entry 2 ROGERS CHARLES FRANCIS · CIK 0001903123 · SVP OF PRO SALES & OPS SUPPORT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,240 Read SEC document |
| August 08, 2022 Filed Aug 10, 2022 20:31 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionCommon stock | 4,031 | $180.46 | $727,434.26 |
DisclosureSEC source: 0001415889-22-008465 · form4-08102022_010813.xml · nonDerivative · entry 1 ROGERS CHARLES FRANCIS · CIK 0001903123 · SVP OF PRO SALES & OPS SUPPORT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,271 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 03, 2022 Filed Feb 7, 2022 21:54 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | GrantNonqualified employee stock options (right to buy) · Derivative | 300 | $0.00 Strike: $660.48 | $0.00 |
DisclosureSEC source: 0001415889-22-001147 · form4-02072022_010201.xml · derivative · entry 3 ROGERS CHARLES FRANCIS · CIK 0001903123 · SVP OF PRO SALES & OPS SUPPORT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 Underlying: Common stock · 300 shares Expires 2032-02-03 F1 · 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.