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O REILLY AUTOMOTIVE (ORLY) SEC Filings, Feb-Mar 2026

ORLY NASDAQ

O’Reilly Automotive, Inc. filings document financial results, capital structure, governance, and material corporate events for an automotive aftermarket retailer listed on the Nasdaq Global Select Market. Recent 8-K filings report quarterly and annual earnings releases, Regulation FD announcements for earnings-call timing, share repurchase authorization updates, and debt-financing transactions.

The company’s filings also cover senior note offerings, underwriting agreements, indenture terms, and repayment-related uses of proceeds. Its definitive proxy statement documents board matters, shareholder voting items, executive compensation, equity awards, and pay-versus-performance disclosures tied to O’Reilly’s public-company governance.

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O’Reilly Automotive director Maria Sastre reported an open-market sale of 1,000 shares of common stock. The shares were sold at an average price of $92.681 per share. After this transaction, she held a total of 14,935 shares, including 1,965 unvested restricted shares and 12,970 shares held directly.

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O’Reilly Automotive, Inc. files its annual report describing a large, growing North American auto parts retailer focused on both do-it-yourself and professional customers. The company operated 6,447 U.S. stores plus locations in Puerto Rico, Mexico, and Canada as of December 31, 2025, and opened 207 net new stores during 2025. It plans to open 225 to 235 additional net new stores in 2026, using a clustered, dual-market strategy in both dense and less populated areas.

In June 2025, O’Reilly completed a 15-for-1 forward stock split; 838,487,034 common shares were outstanding as of February 23, 2026. Management highlights 33 consecutive years of record revenues and earnings and emphasizes competitive advantages such as its regional tiered distribution network with 32 distribution centers and 399 Hub stores, extensive proprietary brands, and a highly trained workforce of 92,923 Team Members.

The report outlines major risk factors, including economic conditions, intense competition, supply chain and technology disruptions, increased debt levels, cybersecurity threats, and evolving regulations. O’Reilly states it has not experienced cybersecurity incidents that have materially affected its business but continues to invest in safeguards and enterprise-wide risk management.

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O’Reilly Automotive, Inc. filed a Form 8-K stating that on February 4, 2026 it issued a press release announcing its 2025 fourth quarter and full-year earnings. The press release is provided as Exhibit 99.1 and is furnished rather than filed for Exchange Act liability purposes.

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O'Reilly Automotive's EVP and CFO, Jeremy A. Fletcher, received a grant of nonqualified employee stock options to buy 29,256 shares of common stock at an exercise price of $98.85 per share on January 29, 2026. These options vest in four equal annual installments beginning on that date and expire on January 29, 2036.

After this grant, Fletcher beneficially owns 35,942 shares of common stock directly and 3,192 shares indirectly through the company's 401(k) plan. This filing reflects executive equity compensation rather than an open‑market share purchase or sale.

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O'Reilly Automotive CEO Brad Beckham received a new stock option grant. On 01/29/2026, he was awarded 74,764 nonqualified employee stock options with an exercise price of $98.85 per share. These options vest in four equal annual installments beginning on that date and expire on 01/29/2036.

Following this grant, Beckham holds 12,005 shares of O'Reilly common stock directly and 16,314 shares indirectly through the company's 401(k) plan.

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O'Reilly Automotive reported an insider equity award for senior vice president Justin Christopher Kale. On January 29, 2026, he received 3,368 nonqualified employee stock options to buy common stock at an exercise price of $98.85 per share. These options vest in four equal annual installments beginning on that grant date and expire on January 29, 2036. Following the transaction, Kale beneficially owned 2,194 shares of common stock directly and 7,530 shares indirectly through the company's 401(k) plan.

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O'Reilly Automotive senior vice president Philip M. Hopper reported a grant of 3,368 nonqualified employee stock options on January 29, 2026. These options have an exercise price of $98.85 and vest in four equal annual installments beginning on that date, running through January 29, 2029, with an expiration date of January 29, 2036.

Following this grant, Hopper holds 4,820 shares of O'Reilly common stock directly and 1,173 shares indirectly through the company’s 401(k) plan, in addition to the 3,368 options reported as directly owned.

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O'Reilly Automotive senior vice president of store operations Christopher Andrew Mancini reported a grant of 3,368 nonqualified employee stock options on January 29, 2026. These options have an exercise price of $98.85 per share, become exercisable in four equal annual installments beginning on that date, and expire on January 29, 2036.

After this grant, Mancini holds 3,368 stock options directly. He also holds 58 shares of common stock directly and 1,590 shares of common stock indirectly through the company's 401(k) plan.

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O’Reilly Automotive senior vice president Ramon Parises Odems reported an equity award in the form of 3,368 nonqualified employee stock options. These options allow him to buy common stock at an exercise price of $98.85 per share and expire on 01/29/2036.

The options begin vesting in four equal annual installments starting 01/29/2027, tying the award to multi‑year service. After this grant, he also reports owning 264 shares of O’Reilly common stock directly and 2,144 shares indirectly through the company’s 401(k) plan.

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FAQ

How many O REILLY AUTOMOTIVE (ORLY) SEC filings are available on StockTitan?

StockTitan tracks 94 SEC filings for O REILLY AUTOMOTIVE (ORLY), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for O REILLY AUTOMOTIVE (ORLY)?

The most recent SEC filing for O REILLY AUTOMOTIVE (ORLY) was filed on March 3, 2026.