Company insider dossier

O’Reilly Automotive Inc insider intelligence

ORLY filings assessed for conviction, transaction quality, insider breadth, clustering, freshness, and price confirmation.

65/100

Accumulation bias

77/100 confidence
Exchange
NASDAQ
Sector
Consumer Cyclical
Industry
Auto Parts
Latest evidence
29 May 2026

Investment committee read

Accumulation bias

Priced common-share acquisitions carry more weighted evidence than disposals after freshness, role, size, and duplicate controls.

Watch for market confirmation

Evidence in favour

  • 5 distinct acquisition events survive duplicate and security-type controls.
  • Participation spans 11 named insiders rather than one filing source.

Decision risks

  • The latest qualifying filing is more than 30 days old.
Conviction65Accumulation bias
Confidence77Well supported
Named insiders11participating in the tape
Controlled events10directional common-share events
Acquisition value$3.1Mnormalized amount
Disposal value$9.8Mnormalized amount

Price confirmation map

Weekly price with common-share events

Acquisitions and disposals are aligned to the nearest completed weekly bar.

107.50102.1496.7891.4186.05 Disposal · 29 May 2026 · $106.0KDisposal · 20 May 2026 · $7.8MAcquisition · 20 May 2026 · $1.3MAcquisition · 20 May 2026 · $164.4KDisposal · 18 May 2026 · $230.1KAcquisition · 15 May 2026 · $180.1KAcquisition · 15 May 2026 · $180.1KAcquisition · 15 May 2026 · $180.1KAcquisition · 15 May 2026 · $180.1KAcquisition · 15 May 2026 · $180.1KAcquisition · 15 May 2026 · $180.1KAcquisition · 15 May 2026 · $180.1KDisposal · 8 May 2026 · $1.3MAcquisition · 8 May 2026 · $233.4KDisposal · 7 May 2026 · $350.0KAcquisition · 7 May 2026 · $66.5K
Feb 2025Aug 2026
Weekly closeCommon-share acquisitionCommon-share disposal

Market confirmation

Price and trend context

Latest close
93.53 USD
One-week move
+4.7%
Four-week move
+8.4%
Fair-value gap
+13.1%
Trend signal
Inactive
Relative strength
-14.4

Directional balance

Controlled event mix

50.0%acquisition
Acquisition events
5
Disposal events
5
Net value
-$6.7M

Cadence

Twelve-week filing pressure

Volume shows attention. Controlled events determine direction.

125 May
001 Jun
008 Jun
015 Jun
022 Jun
029 Jun
006 Jul
013 Jul
020 Jul
027 Jul
003 Aug
010 Aug

Named participants

Insider conviction by person

DEBEERS, KIMBERLY A.Director721 events
JOHNSON, GREGORY DDirector721 events
PERLMAN, DANADirector721 events
SASTRE, MARIADirector721 events
WHITFIELD, FRED ALANDirector721 events
DUMAS, ROBERT ALLENSVP OF EASTERN STORE OPS/SALES683 events
HENDRICKSON, THOMASDirector612 events
MURPHY, JOHN RAYMONDDirector612 events
BECKHAM, BRAD WCEO612 events
HOPPER, PHILIP MSVP OF REAL ESTATE & EXPANSION612 events
HENSLEE, GREGORY LDirector, CHAIRMAN OF THE BOARD500 events

Evidence quality

Security and transaction context

Common equity16
Equity compensation0
Options and derivatives5
Other securities0

Role architecture

Who is participating

Director10
Other or unspecified8
CEO and chair3

Transaction evidence

Auditable ORLY filing ledger

Showing 1 to 21 of 21.

HENDRICKSON, THOMASDirector
DisposalCommon equity
1200 sharesCommon stock
$106.0KDirectional evidence
DUMAS, ROBERT ALLENSVP OF EASTERN STORE OPS/SALES
AcquisitionOptions and derivatives
75000 sharesNonqualified employee stock options (right to buy)
Not reportedContext evidence
DUMAS, ROBERT ALLENSVP OF EASTERN STORE OPS/SALES
AcquisitionOptions and derivatives
9600 sharesNonqualified employee stock options (right to buy)
Not reportedContext evidence
DUMAS, ROBERT ALLENSVP OF EASTERN STORE OPS/SALES
DisposalCommon equity
84600 sharesCommon stock
$7.8MDirectional evidence
DUMAS, ROBERT ALLENSVP OF EASTERN STORE OPS/SALES
AcquisitionCommon equity
75000 sharesCommon stock
$1.3MDirectional evidence
DUMAS, ROBERT ALLENSVP OF EASTERN STORE OPS/SALES
AcquisitionCommon equity
9600 sharesCommon stock
$164.4KDirectional evidence
MURPHY, JOHN RAYMONDDirector
DisposalCommon equity
2595 sharesCommon stock
$230.1KDirectional evidence
DEBEERS, KIMBERLY A.Director
AcquisitionCommon equity
2035 sharesCommon Stock
$180.1KDirectional evidence
HENDRICKSON, THOMASDirector
AcquisitionCommon equity
2035 sharesCommon stock
$180.1KDirectional evidence
JOHNSON, GREGORY DDirector
AcquisitionCommon equity
2035 sharesCommon stock
$180.1KDirectional evidence
MURPHY, JOHN RAYMONDDirector
AcquisitionCommon equity
2035 sharesCommon stock
$180.1KDirectional evidence
PERLMAN, DANADirector
AcquisitionCommon equity
2035 sharesCommon Stock
$180.1KDirectional evidence
SASTRE, MARIADirector
AcquisitionCommon equity
2035 sharesCommon stock
$180.1KDirectional evidence
WHITFIELD, FRED ALANDirector
AcquisitionCommon equity
2035 sharesCommon stock
$180.1KDirectional evidence
HENSLEE, GREGORY LDirector, CHAIRMAN OF THE BOARD
AcquisitionOptions and derivatives
56039 sharesNonqualified employee stock options (right to buy)
Not reportedContext evidence
BECKHAM, BRAD WCEO
AcquisitionOptions and derivatives
13635 sharesNonqualified employee stock options (right to buy)
Not reportedContext evidence
BECKHAM, BRAD WCEO
DisposalCommon equity
13635 sharesCommon stock
$1.3MDirectional evidence
BECKHAM, BRAD WCEO
AcquisitionCommon equity
13635 sharesCommon stock
$233.4KDirectional evidence
HOPPER, PHILIP MSVP OF REAL ESTATE & EXPANSION
AcquisitionOptions and derivatives
3700 sharesNonqualified employee stock options (right to buy)
Not reportedContext evidence
HOPPER, PHILIP MSVP OF REAL ESTATE & EXPANSION
DisposalCommon equity
3700 sharesCommon stock
$350.0KDirectional evidence
HOPPER, PHILIP MSVP OF REAL ESTATE & EXPANSION
AcquisitionCommon equity
3700 sharesCommon stock
$66.5KDirectional evidence

Reading the dossier

Direction and confidence are separate

Conviction

The 0 to 100 score classifies deduplicated priced common-share evidence. Fifty is balanced or non-directional.

Confidence

Confidence rises with controlled event depth, named-insider breadth, fresh evidence, normalized values, and a longer observation span.

Disposals

Selling is not treated as the mirror image of buying. It carries less directional weight because taxes, diversification, compensation, and planned transactions can all create sales.

Price confirmation

The market chart tests whether the filing thesis is being confirmed or rejected by price, fair-value position, relative strength, and the current trend state.

Independent market research for education. This classification is not investment advice, a recommendation, a forecast, or an execution instruction.

Evidence context