STOCK TITAN

O’Reilly (NASDAQ: ORLY) chairman awarded 56,039 stock options and reports holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

O'Reilly Automotive chairman Gregory L. Henslee reported updated equity holdings, including a new stock option award. He received 56,039 nonqualified stock options for common stock at an exercise price of $89.68 per share. The options vest in four equal annual installments beginning on the grant date and expire on May 14, 2036.

After this award, he holds 241,669 shares directly, including 237,364 shares and 4,305 unvested restricted share awards, plus 191,604 shares indirectly through the company 401(k) plan and as trustee of a Grantor Retained Annuity Trust.

Positive

  • None.

Negative

  • None.
Insider HENSLEE GREGORY L
Role CHAIRMAN OF THE BOARD
Type Security Shares Price Value
Grant/Award Nonqualified employee stock options (right to buy) 56,039 $0.00 --
holding Common stock -- -- --
holding Common stock -- -- --
Holdings After Transaction: Nonqualified employee stock options (right to buy) — 56,039 shares (Direct, null); Common stock — 241,669 shares (Direct, null); Common stock — 191,604 shares (Indirect, Indirectly in the Company's 401k plan and as trustee of a GRAT.)
Footnotes (1)
  1. Total includes 4,305 of unvested restricted share awards and 237,364 shares held directly by Mr. Henslee. Total includes 74,898 shares held in the Company's 401k plan and 116,706 shares held as trustee of a Grantor Retained Annuity Trust (GRAT). The options vest in four equal annual installments beginning on this date.
Option grant size 56,039 options Nonqualified stock options granted to chairman
Option exercise price $89.68 per share Exercise price of newly granted options
Option expiration May 14, 2036 Expiration date of option grant
Direct holdings after filing 241,669 shares Common stock held directly by Henslee
Unvested restricted shares 4,305 shares Restricted share awards included in direct total
Indirect holdings after filing 191,604 shares Common stock held via 401(k) and GRAT
Shares in 401(k) plan 74,898 shares Held in company’s 401(k) plan
Shares in GRAT 116,706 shares Held as trustee of a Grantor Retained Annuity Trust
Nonqualified employee stock options financial
"Nonqualified employee stock options (right to buy)"
A nonqualified employee stock option is a company grant that gives an employee the right to buy a set number of shares at a fixed price for a limited time. Unlike special tax-favored options, the difference between the market price and the fixed price is treated like regular pay when the employee exercises the option, so taxes and employer withholding apply at that moment. Investors care because these options can increase the number of shares outstanding (dilution) and create payroll-related cash flows and future selling pressure as employees exercise and sell shares — think of them as employee coupons to buy stock that affect both company ownership and reported costs.
restricted share awards financial
"Total includes 4,305 of unvested restricted share awards"
Restricted share awards are grants of company stock given to employees or executives that cannot be sold or transferred until certain conditions—typically staying with the company for a set time or meeting performance goals—are met. They matter to investors because they can dilute existing shares when they vest, signal management’s incentives and confidence, and affect a company’s future earnings per share much like a delayed paycheck that becomes available only after you meet agreed milestones.
Grantor Retained Annuity Trust (GRAT) financial
"shares held as trustee of a Grantor Retained Annuity Trust (GRAT)"
401k plan financial
"shares held in the Company's 401k plan"
A 401(k) plan is an employer-sponsored retirement savings account that lets workers set aside part of their paycheck into investments, often with tax breaks and sometimes with matching contributions from the employer. Think of it as a workplace piggy bank that grows through employee contributions, optional company top-ups, and market returns; it matters to investors because it shapes household retirement security, drives large flows of money into public markets, and affects a company’s compensation costs and ability to attract and keep talent.
stock options vest in four equal annual installments financial
"The options vest in four equal annual installments beginning on this date."
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
HENSLEE GREGORY L

(Last)(First)(Middle)
233 S. PATTERSON AVE

(Street)
SPRINGFIELD MISSOURI 65802

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
O REILLY AUTOMOTIVE INC [ ORLY ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
CHAIRMAN OF THE BOARD
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/14/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common stock241,669(1)D
Common stock191,604(2)IIndirectly in the Company's 401k plan and as trustee of a GRAT.
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Nonqualified employee stock options (right to buy)$89.6805/14/2026A56,03905/14/2027(3)05/14/2036Common stock56,039$056,039D
Explanation of Responses:
1. Total includes 4,305 of unvested restricted share awards and 237,364 shares held directly by Mr. Henslee.
2. Total includes 74,898 shares held in the Company's 401k plan and 116,706 shares held as trustee of a Grantor Retained Annuity Trust (GRAT).
3. The options vest in four equal annual installments beginning on this date.
/s/ Greg Henslee05/18/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did ORLY chairman Gregory Henslee receive in this Form 4 filing?

Gregory Henslee received a grant of 56,039 nonqualified stock options for O'Reilly Automotive common stock. The options have an exercise price of $89.68 per share, vest over four years, and give him the right to buy future shares at that price.

What is the exercise price and vesting schedule of Henslee’s new ORLY options?

The new options carry an exercise price of $89.68 per share and vest in four equal annual installments starting on the grant date. This means one-quarter of the award becomes exercisable each year until fully vested.

How many ORLY shares does Gregory Henslee hold directly after this filing?

Following the reported transactions, Gregory Henslee holds 241,669 shares of O'Reilly Automotive common stock directly. This total includes 237,364 shares plus 4,305 unvested restricted share awards that represent additional equity-based compensation.

What indirect holdings in ORLY stock does Henslee report?

Henslee reports 191,604 shares held indirectly. This includes 74,898 shares in the company’s 401(k) plan and 116,706 shares held as trustee of a Grantor Retained Annuity Trust (GRAT), reflecting retirement and estate-planning structures.

When do Gregory Henslee’s newly granted ORLY options expire?

The newly granted nonqualified stock options are scheduled to expire on May 14, 2036. He can choose to exercise vested portions any time before that expiration date, subject to the company’s applicable trading and compensation plan rules.

Does this ORLY Form 4 show any open-market stock purchases or sales?

The filing shows a grant of stock options and updated direct and indirect holdings, but no open-market purchases or sales. The main change is the compensation-related option award, not a cash transaction in the public market.