STOCK TITAN

84,600 O Reilly Automotive (ORLY) shares sold after option exercise

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

Rhea-AI Filing Summary

O Reilly Automotive senior vice president Robert Allen Dumas exercised and sold stock options in a single sequence. He exercised options for 84,600 shares of common stock at strike prices of $17.98 and $17.12 per share, then sold 84,600 shares in an open-market transaction at $92.5977 per share. After these transactions, he held 1,782 shares directly and 2,436 shares indirectly through the company’s 401k plan, indicating this filing reflects an exercise-and-sell event with remaining equity exposure.

Positive

  • None.

Negative

  • None.
Insider DUMAS ROBERT ALLEN
Role SVP OF EASTERN STORE OPS/SALES
Sold 84,600 shs ($7.83M)
Type Security Shares Price Value
Exercise Nonqualified employee stock options (right to buy) 9,600 $0.00 --
Exercise Nonqualified employee stock options (right to buy) 75,000 $0.00 --
Exercise Common stock 9,600 $17.12 $164K
Exercise Common stock 75,000 $17.98 $1.35M
Sale Common stock 84,600 $92.5977 $7.83M
holding Common stock -- -- --
Holdings After Transaction: Nonqualified employee stock options (right to buy) — 0 shares (Direct, null); Common stock — 11,382 shares (Direct, null); Common stock — 2,436 shares (Indirect, Indirectly in the Company's 401k plan.)
Footnotes (1)
  1. [object Object]
Shares sold 84,600 shares Common stock open-market sale on May 20, 2026 at $92.5977
Sale price $92.5977/share Price for 84,600 common shares sold on May 20, 2026
Options exercised (17.98) 75,000 shares at $17.98 Nonqualified employee stock options exercised into common stock
Options exercised (17.12) 9,600 shares at $17.12 Nonqualified employee stock options exercised into common stock
Direct holdings after 1,782 shares Direct O Reilly common stock ownership after transactions
Indirect 401k holdings 2,436 shares Indirect ownership in the company’s 401k plan after transactions
Exercised options total 84,600 options Total nonqualified employee stock options exercised
Nonqualified employee stock options (right to buy) financial
"security_title: "Nonqualified employee stock options (right to buy)""
open-market sale financial
"transaction_action: "open-market sale""
An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.
derivative exercise/conversion financial
"transaction_action: "derivative exercise/conversion""
indirectly in the Company's 401k plan financial
"nature_of_ownership: "Indirectly in the Company's 401k plan.""
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*
DUMAS ROBERT ALLEN

(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)
Director10% Owner
XOfficer (give title below)Other (specify below)
SVP OF EASTERN STORE OPS/SALES
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/20/2026
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 stock05/20/2026M9,600A$17.1211,382D
Common stock05/20/2026M75,000A$17.9886,382D
Common stock05/20/2026S84,600D$92.59771,782D
Common stock2,436IIndirectly in the Company's 401k plan.
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)$17.1205/20/2026M9,60002/02/2018(1)02/02/2027Common stock9,600$00D
Nonqualified employee stock options (right to buy)$17.9805/20/2026M75,00003/10/2018(1)03/10/2027Common stock75,000$00D
Explanation of Responses:
1. The options vest in four equal annual installments beginning on this date.
/s/ Robert Dumas05/22/2026
** 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 insider transactions did O Reilly (ORLY) disclose for Robert Allen Dumas?

O Reilly reported that SVP Robert Allen Dumas exercised options for 84,600 common shares and sold 84,600 shares in an open-market transaction at $92.5977 per share. The filing shows both option exercises and a matching share sale on the same date.

How many O Reilly (ORLY) shares did Robert Allen Dumas sell and at what price?

He sold 84,600 shares of O Reilly common stock in an open-market transaction at an average price of $92.5977 per share. This sale occurred on May 20, 2026, according to the Form 4 transaction details.

What stock options did Robert Allen Dumas exercise in the latest O Reilly (ORLY) Form 4?

He exercised nonqualified employee stock options for 75,000 shares at a $17.98 strike price and 9,600 shares at a $17.12 strike price. Both option series related to O Reilly common stock and were fully exercised in these transactions.

How many O Reilly (ORLY) shares does Robert Allen Dumas hold after these transactions?

Following the transactions, he directly owned 1,782 O Reilly common shares. He also indirectly held 2,436 additional shares through the company’s 401k plan, providing ongoing exposure to O Reilly equity after the option exercises and share sale.

What is the overall direction of Robert Allen Dumas’s latest O Reilly (ORLY) insider activity?

The activity combines option exercises and a net share sale. He exercised options to acquire 84,600 shares, then sold 84,600 shares in the open market, resulting in reduced direct holdings compared with the exercised amount but leaving a remaining share position.