ORLY O REILLY AUTOMOTIVE INC Insider Trading

SVP Robert Allen Dumas sold 84,600 shares of ORLY for $7.8M, retaining only 1,782 shares; his prior sells at this ticker showed -93.4% 90-day returns.

Robert Allen Dumas sold 84,600 shares at $92.60, reducing his ORLY holdings by -97.9%, with only 1,782 shares remaining post-transaction. His same-ticker history shows a prior sale on 2025-02-13 that delivered -93.4% 90-day return, demonstrating a pattern of well-timed exits at ORLY. The stock is currently trading at $91.74, down 15.6% from its 52-week high of $108.72, and the timing of this near-complete exit after a significant pullback warrants investor attention to whether operational or market conditions have shifted at this $76.0B automotive aftermarket leader.

O'Reilly CEO Brad Beckham exercises options and immediately sells all shares for $1.3M, third open-market sale in 36 months with poor prior timing at this ticker.

CEO Brad Beckham exercised stock options and sold the entire position on the same day for approximately $1.3 million, a common liquidity strategy that does not necessarily reflect confidence or concern about the company's prospects. This is his third open-market sale within the 36-month window—a repeat seller pattern that the data shows has been poorly timed: his only evaluable prior sale at this ticker saw the stock rise afterward, suggesting he sold too early. The stock trades meaningfully below its 52-week high while the company itself remains solidly profitable with growing revenue, which limits the bearish signal an executive sale might otherwise carry. Without any open-market purchases on his record, Beckham shows a consistent sell-only pattern, but the timing track record and the company's underlying financial health suggest this is opportunistic liquidity rather than a vote of no confidence in the business.

SVP Carl David Wilbanks sells 88,485 ORLY shares for $9.1M; divests 89.6% of holdings amid strong recent price momentum (+11.3% in 30 days)

Carl David Wilbanks, SVP of Merchandise at O Reilly Automotive, executed a substantial open-market sale of 88,485 shares at $102.54 on 2025-08-13, reducing his holdings from 98,790 to 10,305 shares (a 89.6% reduction). The sale occurred after a significant 30-day rally of +11.3% and against a current price of $101.54, placing the transaction near the stock's 52-week high of $104.44. Wilbanks's prior two sales at ORLY have both demonstrated well-timed execution at the 90-day mark, with negative 90-day returns of -93.3% and -93.1% respectively, indicating a consistent pattern of selling before subsequent declines. His cross-ticker track record shows 100% well-timed rate on 2 prior sells across all securities, with an average 90-day return of -92.9%, further underscoring precision in transaction timing. The magnitude of this divestiture—retaining only 10.3K shares post-transaction—combined with the established historical pattern of well-timed exits at this ticker, warrants investor attention to medium-term price dynamics.

SVP Mark Joseph Merz sells 34,555 shares for $3,399,178.84; holdings decline 92.3% to 2.9K shares

Mark Joseph Merz, SVP of International, executed two separate sales totaling 34,555 shares for $3,399,178.84 on 2025-07-29 at an average price of $98.37. This transaction reduces his post-transaction holdings to 2.9K shares, down from 37.4K shares—a 92.3% reduction in his stake. The sales occurred near the current price of $98.32 and within 1.1% of the 52-week high of $99.38, at a point where the stock has gained 8.6% over 30 days and 4.9% over 90 days. The company trades at a P/E of 2.36 with recent quarterly net income of $538.5M and annual revenue growth of 5.7%, metrics that do not suggest acute distress. The near-complete divestiture by a senior international executive warrants investor scrutiny into whether this reflects personal portfolio considerations or signals material changes in his outlook regarding the business.

SVP Northeast Store Ops sold 2,000 shares of ORLY for $2.7M, exiting 99.2% of holdings (16 shares remain).

SVP Odems Ramon Parises executed a substantial exit of nearly his entire ORLY position, selling 2,000 shares for $2,720,900.00 at $1,360.45 per share and reducing his stake from 2,016 shares to 16 shares. The magnitude of this divestiture—99.2% of pre-transaction holdings—represents a near-complete liquidation by a senior operating executive responsible for a major regional business unit. Current ORLY trading at $91.38 places the transaction at $1,360.45, well above recent trading ranges and the 52-week range of $63.77–$96.13, suggesting this sale executed at a significantly higher valuation than the current market context. The company's fundamentals remain solid with quarterly revenue of $4,136,924,000.00, net income of $538,485,000.00, and annual revenue growth of +5.7%, yet the near-complete liquidation by an SVP warrants investor attention as an unusual signal regarding the executive's confidence in the company's trajectory.

ORLY SVP Christopher Mancini exits full position: 1,557 shares sold at $1,354.01 on 2025-02-27 ($2.1M). Pattern repeats—4 prior ORLY sells, all well-timed at 90d mark.

Christopher Mancini, SVP of Store Operations at O Reilly Automotive, executed a complete sale of his remaining 1,557 shares at $1,354.01 for a total value of $2,108,197.15, leaving him with zero holdings post-transaction. This mirrors a consistent historical pattern: across 4 prior sales of ORLY stock since May 2023, Mancini's timing has been remarkably consistent—each prior sale showed a 90-day return in the -92.7% to -94.1% range, meaning the stock fell after each sale, and his well-timed rate stands at 100.00% across his broader cross-ticker track record. The current transaction occurs at $1,354.01 while the stock now trades at $91.58, positioned at its 52-week high (+0.0% from peak). This full liquidation, combined with a four-trade perfect timing track record at this specific ticker (all 4 prior ORLY sells were well-timed), suggests Mancini's sell signals merit close investor attention given the absence of any offsetting buys and the consistent historical correlation between his sales and subsequent price declines.

SVP Legal & General Counsel Tamara F. Conn sold 1,524 ORLY shares ($2.0M) on 2025-02-26, reducing stake by 84.4%; 5 of 5 prior ORLY sales preceded 90d declines.

Tamara F. Conn, SVP of Legal & General Counsel at O Reilly Automotive, executed a substantial open-market sale of 1,524 shares at $1,326.78 on 2025-02-26, liquidating 84.4% of her holdings and realizing $2,022,017.29. This timing aligns with a striking historical pattern: across her 5 prior trades at ORLY, each preceded a 90-day decline ranging from -92.6% to -94.1%, establishing a 100% well-timed rate at this ticker. Her cross-ticker track record reinforces this signal, with 6 prior sales showing an average 90-day return of -93.3% and a 90d well-timed rate of 100.00%. The current price of $91.58 sits at the 52-week high with recent momentum (30d +6.6%, 90d +10.5%), yet the insider's disproportionate reduction in position size and her historical accuracy in executing pre-decline sales merit close monitoring of near-term downside risks.

EVP Tarrant Jason Lee sold 1,992 shares of O Reilly Automotive at $1,339.10 on 2025-02-25; holdings reduced to 1,398 shares

EVP Store Ops/Sales Tarrant Jason Lee sold 1,992 shares (58.8% of his pre-transaction holdings) for $2,667,480.83 on February 25, 2025. His remaining stake of 1,398 shares represents a substantial reduction in direct position. O Reilly Automotive is trading at $88.69, near its 52-week high of $89.88, and the company reports strong fundamentals with $4.4B quarterly revenue and 9.7% annual growth. The transaction occurred without additional context about scheduling or restrictions that would explain the magnitude of the sale.

Chairman Gregory Henslee sells 9,000 ORLY shares (44.1% of holdings) for $11,879,578.88 in two transactions at $1,315.15–$1,322.44.

Gregory Henslee, Chairman of the Board, executed 2 separate sales totaling 9,000 shares for $11,879,578.88 on 2025-02-24 and 2025-02-25 at prices of $1,315.15 and $1,322.44 respectively, reducing his holdings by 44.1% from 20,397 to 11,397 shares. Notably, his cross-ticker track record shows a 100.00% well-timed rate across 4 prior sells with a 90-day average return of -93.1%, indicating a consistent pattern of selling before subsequent declines; at ORLY specifically, all 4 of his prior sales dating back to 2023 were similarly well-timed at the 90-day mark. This substantial reduction in the Chairman's position—executed at prices near the 52-week high of $89.88 (current price $88.69)—occurs in a company with strong fundamentals (revenue $4,364,437,000.00, net income $665,464,000.00, annual growth +9.7%) and an unusually low P/E of 2.14. The concentration and magnitude of this sale, combined with his demonstrated track record of well-timed exits, may warrant attention from investors monitoring executive positioning in the stock.

Director Lawrence P O'Reilly sells 3.5K shares of ORLY for $4.6M; 4 of 4 prior sells at this ticker were well-timed at 90-day mark.

Lawrence P O'Reilly, a director at O Reilly Automotive, executed 2 separate sales totaling 3,500 shares for $4,582,533.20 at $1,309.30 per share on 2025-02-24, reducing his holdings from 136,877 to 133,377 shares. His prior trades at ORLY show a strong pattern of well-timed selling: 4 of 4 measurable prior sales at this ticker posted negative 90-day returns ranging from -92.1% to -93.5%, indicating the stock consistently declined after his sales. This track record at the same ticker, combined with his current sale near the 52-week high ($1,309.30 vs. 52-week high of $89.88), suggests disciplined exit positioning. Cross-ticker, his 15 prior sells averaged -92.9% 90-day return with a 100% well-timed rate, reinforcing a pattern of selling into strength before subsequent declines.