What the executives and directors of O’Reilly Automotive actually did with their own shares, decoded from three years of SEC Form 4 filings.
The tape: three years of insider trades
Every marker sits at the exact price reported on the Form 4. The line is the monthly median of all prices insiders reported, so the chart needs no market feed; the gray strip is routine flow (vestings, tax withholding, gifts) that headlines love to miscount as selling.
Where the shares went, last 12 months
Every Form 4 movement decomposed: what flowed in (grants, vested equity, purchases) and what flowed out (tax withholding, plan sales, discretionary sales, gifts). Counted in shares, because grants carry no price.
Skin in the game
Directly held shares as reported after each trade, indexed to 100 five years back. Direct holdings only: trust and family-entity positions are per-entity in the filings and do not sum honestly, so this chart refuses to guess. The steps are the trades.
Who holds what
| Insider | Role | Shares held | Buys 12 m | Sales 12 m |
|---|---|---|---|---|
| OREILLY DAVID E EV CHAIRMAN OF THE BOARD | Officer | 338K | — | — |
| HENSLEE GREGORY L CHAIRMAN OF THE BOARD | Officer | 256.9K | — | — |
| OREILLY LAWRENCE P | Director | 159.1K | — | — |
| JOHNSON GREGORY D | Director | 79.2K | — | — |
| FLETCHER JEREMY ADAM EVP & CFO | CFO | 39.7K | — | $380K |
| MERZ MARK JOSEPH SVP OF INTERNATIONAL | Officer | 36.6K | — | — |
| BECKHAM BRAD W CEO | CEO | 25.9K | — | $1.3M |
| WILBANKS CARL DAVID SVP OF MERCHANDISE | Officer | 23.8K | — | $9.1M |
| HENDRICKSON THOMAS | Director | 19.7K | — | $106K |
| BURCHFIELD JAY D | Director | 17K | — | — |
| SASTRE MARIA | Director | 17K | — | $154K |
| PERLMAN DANA | Director | 16.4K | — | — |
| WHITFIELD FRED ALAN | Director | 14.6K | — | — |
| REAVES SHARI LYNNE SVP OF HR AND TRAINING | Officer | 12.8K | — | $208K |
Open-market trade log
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-05-29 | HENDRICKSON THOMAS (Director) | Discretionary sale | 1,200 | $88.32 | $106K |
| 2026-05-20 | DUMAS ROBERT ALLEN (Officer) | Discretionary sale | 84.6K | $92.60 | $7.8M |
| 2026-05-18 | MURPHY JOHN RAYMOND (Director) | Discretionary sale | 2,595 | $88.67 | $230K |
| 2026-05-08 | BECKHAM BRAD W (CEO) | Discretionary sale | 13.6K | $95.00 | $1.3M |
| 2026-05-07 | HOPPER PHILIP M (Officer) | Discretionary sale | 3,700 | $94.60 | $350K |
| 2026-02-27 | SASTRE MARIA (Director) | Discretionary sale | 1,000 | $92.68 | $93K |
| 2025-11-26 | MANCINI CHRISTOPHER ANDREW (Officer) | Discretionary sale | 2,355 | $101.31 | $239K |
| 2025-11-26 | HOPPER PHILIP M (Officer) | Discretionary sale | 3,500 | $101.25 | $354K |
| 2025-11-18 | FLETCHER JEREMY ADAM (CFO) | Discretionary sale | 3,795 | $100.00 | $380K |
| 2025-11-04 | MURPHY JOHN RAYMOND (Director) | Discretionary sale | 3,125 | $92.60 | $289K |
| 2025-08-13 | SASTRE MARIA (Director) | Discretionary sale | 595 | $102.32 | $61K |
| 2025-08-13 | WILBANKS CARL DAVID (Officer) | Discretionary sale | 88.5K | $102.54 | $9.1M |
| 2025-08-06 | REAVES SHARI LYNNE (Officer) | Discretionary sale | 2,000 | $103.81 | $208K |
| 2025-07-29 | MERZ MARK JOSEPH (Officer) | Discretionary sale | 5,050 | $99.07 | $500K |
| 2025-07-29 | MERZ MARK JOSEPH (Officer) | Discretionary sale | 29.5K | $98.25 | $2.9M |
| 2025-05-30 | ODEMS RAMON PARISES (Officer) | Discretionary sale | 2,000 | $1360.45 | $2.7M |
| 2025-05-29 | MONTELLANO NAJERA JOSE A (Officer) | Discretionary sale | 19 | $1351.91 | $26K |
| 2025-05-19 | MURPHY JOHN RAYMOND (Director) | Discretionary sale | 200 | $1379.00 | $276K |
| 2025-02-27 | MANCINI CHRISTOPHER ANDREW (Officer) | Discretionary sale | 1,557 | $1354.01 | $2.1M |
| 2025-02-27 | REAVES SHARI LYNNE (Officer) | Discretionary sale | 86 | $1344.31 | $116K |
| 2025-02-26 | CONN TAMARA F. (Officer) | Discretionary sale | 1,524 | $1326.78 | $2M |
| 2025-02-25 | HENSLEE GREGORY L (Officer) | Discretionary sale | 5,927 | $1322.44 | $7.8M |
| 2025-02-25 | TARRANT JASON LEE (Officer) | Discretionary sale | 1,992 | $1339.10 | $2.7M |
| 2025-02-24 | OREILLY LAWRENCE P (Director) | Discretionary sale | 1,500 | $1309.30 | $2M |
| 2025-02-24 | OREILLY LAWRENCE P (Director) | Discretionary sale | 2,000 | $1309.30 | $2.6M |
| 2025-02-24 | HENSLEE GREGORY L (Officer) | Discretionary sale | 3,073 | $1315.15 | $4M |
| 2025-02-24 | WEISS ANDREA (Director) | Discretionary sale | 248 | $1311.23 | $325K |
| 2025-02-20 | OREILLY LAWRENCE P (Director) | Discretionary sale | 1,000 | $1303.68 | $1.3M |
| 2025-02-19 | BECKHAM BRAD W (CEO) | Discretionary sale | 833 | $1300.00 | $1.1M |
| 2025-02-13 | DUMAS ROBERT ALLEN (Officer) | Discretionary sale | 5,000 | $1334.09 | $6.7M |
| 2025-02-13 | ROGERS CHARLES FRANCIS (Officer) | Discretionary sale | 3,459 | $1335.31 | $4.6M |
| 2025-02-12 | SASTRE MARIA (Director) | Discretionary sale | 248 | $1316.17 | $326K |
| 2025-02-12 | MERZ MARK JOSEPH (Officer) | Discretionary sale | 500 | $1325.00 | $663K |
| 2024-11-29 | CONN TAMARA F. (Officer) | Discretionary sale | 1,750 | $1245.36 | $2.2M |
| 2024-11-25 | LOAFMAN JEFFERY THOMAS (Officer) | Discretionary sale | 620 | $1240.39 | $769K |
| 2024-11-22 | WEISS ANDREA (Director) | Discretionary sale | 600 | $1224.07 | $734K |
| 2024-11-11 | OREILLY DAVID E (Officer) | Discretionary sale | 746 | $1230.00 | $918K |
| 2024-11-11 | OREILLY DAVID E (Officer) | Discretionary sale | 5,000 | $1230.00 | $6.2M |
| 2024-11-05 | KALE JUSTIN CHRISTOPHER (Officer) | Discretionary sale | 103 | $1157.56 | $119K |
| 2024-08-27 | MANCINI CHRISTOPHER ANDREW (Officer) | Discretionary sale | 1,557 | $1125.00 | $1.8M |
| 2024-08-21 | OREILLY LAWRENCE P (Director) | Discretionary sale | 2,500 | $1141.71 | $2.9M |
| 2024-08-21 | OREILLY LAWRENCE P (Director) | Discretionary sale | 4,000 | $1141.07 | $4.6M |
| 2024-08-19 | OREILLY LAWRENCE P (Director) | Discretionary sale | 13.8K | $1119.52 | $15.4M |
| 2024-08-19 | OREILLY DAVID E (Officer) | Discretionary sale | 1,000 | $1118.88 | $1.1M |
| 2024-08-15 | DE WILD TAMARA F. (Officer) | Discretionary sale | 2,000 | $1135.00 | $2.3M |
| 2024-08-14 | OREILLY DAVID E (Officer) | Discretionary sale | 5,000 | $1125.29 | $5.6M |
| 2024-08-14 | OREILLY DAVID E (Officer) | Discretionary sale | 18K | $1125.73 | $20.3M |
| 2024-08-14 | WILBANKS CARL DAVID (Officer) | Discretionary sale | 5,000 | $1125.38 | $5.6M |
| 2024-08-07 | PERLMAN DANA (Director) | Discretionary sale | 48 | $1109.76 | $53K |
| 2024-07-31 | JOHNSON GREGORY D (Director) | Discretionary sale | 15.4K | $1136.16 | $17.5M |
| 2024-07-30 | HENSLEE GREGORY L (Officer) | Discretionary sale | 18.3K | $1127.55 | $20.6M |
| 2024-07-30 | MERZ MARK JOSEPH (Officer) | Discretionary sale | 413 | $1120.00 | $463K |
| 2024-07-30 | HOPPER PHILIP M (Officer) | Discretionary sale | 1,023 | $1122.75 | $1.1M |
| 2024-05-31 | OREILLY LAWRENCE P (Director) | Discretionary sale | 1,500 | $962.31 | $1.4M |
| 2024-05-31 | OREILLY LAWRENCE P (Director) | Discretionary sale | 1,500 | $962.58 | $1.4M |
| 2024-05-29 | OREILLY LAWRENCE P (Director) | Discretionary sale | 1,500 | $949.19 | $1.4M |
| 2024-05-29 | OREILLY LAWRENCE P (Director) | Discretionary sale | 1,500 | $949.51 | $1.4M |
| 2024-05-03 | BECKHAM BRAD W (CEO) | Discretionary sale | 6,032 | $1015.00 | $6.1M |
| 2024-03-04 | JOHNSON GREGORY D (CEO) | Planned sale (10b5-1) | 32.3K | $1077.92 | $34.8M |
| 2024-03-01 | REAVES SHARI LYNNE (Officer) | Discretionary sale | 86 | $1087.20 | $93K |
“Since trade” compares with the latest insider-implied price, not a market quote; this site carries no market data by design.
Filing hygiene
How to read this
A Form 4 transaction code decides everything. P is an open-market purchase and S an open-market sale; those two are the only codes where an insider chose to trade. A is a grant, M an option exercise or vesting, F shares withheld to cover tax, G a gift. Most “insiders dumped billions” headlines are code F and M mechanics.
Sales flagged 10b5-1 run on a plan the insider adopted in advance; since 2023 every Form 4 carries that flag. Buys have historically predicted returns, sales mostly have not, and this page states filings, not advice.