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SONIC AUTOMOTIVE INC

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Tapewire entity
4366
SEC CIK
0001043509
Parsed reports
301

Last 12 months

Inside the activity.

10 purchase rows · 5 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202660
Mar 202600
Apr 202600
May 202601
Jun 202604
Jul 202600
Aug 202600
Sep 202600
Oct 202640

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 31, 2024 Filed Apr 2, 2024 21:41 UTC
Byrd HeathEVP and CFO
Tax withholdingClass A Common Stock 2,343 $56.94 $133,410.42
Disclosure

SEC source: 0001043509-24-000037 · wk-form4_1712094064.xml · nonDerivative · entry 1

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 195,925

F1 · shares: Represents shares delivered by the reporting person to Sonic Automotive, Inc. to satisfy withholding tax obligations due upon vesting of restricted stock units.

Read SEC document
March 31, 2024 Filed Apr 2, 2024 21:35 UTC
DYKE JEFFDirector · President
Tax withholdingClass A Common Stock 3,006 $56.94 $171,161.64
Disclosure

SEC source: 0001043509-24-000036 · wk-form4_1712093729.xml · nonDerivative · entry 1

DYKE JEFF · CIK 0001448228 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 834,487

F1 · shares: Represents shares delivered by the reporting person to Sonic Automotive, Inc. to satisfy withholding tax obligations due upon vesting of restricted stock units.

Read SEC document
March 31, 2024 Filed Apr 2, 2024 21:33 UTC
SMITH DAVID BRUTONDirector · Chairman and CEO · 10% owner
Tax withholdingClass A Common Stock 6,942 $56.94 $395,277.48
Disclosure

SEC source: 0001043509-24-000034 · wk-form4_1712093611.xml · nonDerivative · entry 1

SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 583,054

F1 · shares: Represents shares delivered by the reporting person to Sonic Automotive, Inc. to satisfy withholding tax obligations due upon vesting of restricted stock units.

Read SEC document
February 14, 2024 Filed Feb 15, 2024 21:06 UTC
Byrd HeathEVP and CFO
Disposition to issuerClass A Common Stock 9,791 $0.00 $0.00
Disclosure

SEC source: 0001043509-24-000019 · wk-form4_1708031187.xml · nonDerivative · entry 1

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 198,268

F1 · shares: Represents the forfeiture of restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Stock Incentive Plan on February 8, 2023 based on the achievement of performance criteria for fiscal year 2023.

Read SEC document
February 14, 2024 Filed Feb 15, 2024 21:05 UTC
DYKE JEFFDirector · President
Disposition to issuerClass A Common Stock 12,562 $0.00 $0.00
Disclosure

SEC source: 0001043509-24-000018 · wk-form4_1708031115.xml · nonDerivative · entry 1

DYKE JEFF · CIK 0001448228 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 837,493

F1 · shares: Represents the forfeiture of restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Stock Incentive Plan on February 8, 2023 based on the achievement of performance criteria for fiscal year 2023.

Read SEC document
February 14, 2024 Filed Feb 15, 2024 21:04 UTC
SMITH DAVID BRUTONDirector · Chairman and CEO · 10% owner
Disposition to issuerClass A Common Stock 7,034 $0.00 $0.00
Disclosure

SEC source: 0001043509-24-000017 · wk-form4_1708031039.xml · nonDerivative · entry 1

SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 589,996

F1 · shares: Represents the forfeiture of restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Stock Incentive Plan on February 8, 2023 based on the achievement of performance criteria for fiscal year 2023.

Read SEC document
February 10, 2024 Filed Feb 13, 2024 21:26 UTC
Byrd HeathEVP and CFO
Tax withholdingClass A Common Stock 6,020 $57.25 $344,645.00
Disclosure

SEC source: 0001043509-24-000015 · wk-form4_1707859561.xml · nonDerivative · entry 2

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 208,059

F1 · shares: Represents shares delivered by the reporting person to Sonic Automotive, Inc. to satisfy withholding tax obligations due upon vesting of restricted stock units.

Read SEC document
February 10, 2024 Filed Feb 13, 2024 21:24 UTC
DYKE JEFFDirector · President
Tax withholdingClass A Common Stock 7,724 $57.25 $442,199.00
Disclosure

SEC source: 0001043509-24-000014 · wk-form4_1707859460.xml · nonDerivative · entry 2

DYKE JEFF · CIK 0001448228 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 850,055

F1 · shares: Represents shares delivered by the reporting person to Sonic Automotive, Inc. to satisfy withholding tax obligations due upon vesting of restricted stock units.

Read SEC document
February 10, 2024 Filed Feb 13, 2024 21:23 UTC
SMITH DAVID BRUTONDirector · Chairman and CEO · 10% owner
Tax withholdingClass A Common Stock 13,594 $57.25 $778,256.50
Disclosure

SEC source: 0001043509-24-000013 · wk-form4_1707859378.xml · nonDerivative · entry 2

SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 597,030

F1 · shares: Represents shares delivered by the reporting person to Sonic Automotive, Inc. to satisfy withholding tax obligations due upon vesting of restricted stock units.

Read SEC document
February 09, 2024 Filed Feb 12, 2024 21:18 UTC
SMITH BRYAN SCOTTDirector · 10% owner
OtherClass A Common Stock 29,431 $0.00 $0.00
Disclosure

SEC source: 0001043509-24-000012 · wk-form4_1707772707.xml · nonDerivative · entry 1

SMITH BRYAN SCOTT · CIK 0001049982 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 385,274

Read SEC document
February 09, 2024 Filed Feb 12, 2024 21:15 UTC
SMITH MARCUS GDirector · 10% owner
OtherClass A Common Stock 29,431 $0.00 $0.00
Disclosure

SEC source: 0001043509-24-000010 · wk-form4_1707772483.xml · nonDerivative · entry 1

SMITH MARCUS G · CIK 0001170912 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,938

Read SEC document
February 09, 2024 Filed Feb 12, 2024 21:10 UTC
SMITH DAVID BRUTONDirector · Chairman and CEO · 10% owner
OtherClass A Common Stock 29,431 $0.00 $0.00
Disclosure

SEC source: 0001043509-24-000008 · wk-form4_1707772237.xml · nonDerivative · entry 1

SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 620,373

Read SEC document
February 09, 2024 Filed Feb 13, 2024 21:26 UTC
Byrd HeathEVP and CFO
Tax withholdingClass A Common Stock 4,240 $57.25 $242,740.00
Disclosure

SEC source: 0001043509-24-000015 · wk-form4_1707859561.xml · nonDerivative · entry 1

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 214,079

F1 · shares: Represents shares delivered by the reporting person to Sonic Automotive, Inc. to satisfy withholding tax obligations due upon vesting of restricted stock units.

Read SEC document
February 09, 2024 Filed Feb 13, 2024 21:24 UTC
DYKE JEFFDirector · President
Tax withholdingClass A Common Stock 5,399 $57.25 $309,092.75
Disclosure

SEC source: 0001043509-24-000014 · wk-form4_1707859460.xml · nonDerivative · entry 1

DYKE JEFF · CIK 0001448228 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 857,779

F1 · shares: Represents shares delivered by the reporting person to Sonic Automotive, Inc. to satisfy withholding tax obligations due upon vesting of restricted stock units.

Read SEC document
February 09, 2024 Filed Feb 13, 2024 21:23 UTC
SMITH DAVID BRUTONDirector · Chairman and CEO · 10% owner
Tax withholdingClass A Common Stock 9,749 $57.25 $558,130.25
Disclosure

SEC source: 0001043509-24-000013 · wk-form4_1707859378.xml · nonDerivative · entry 1

SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 610,624

F1 · shares: Represents shares delivered by the reporting person to Sonic Automotive, Inc. to satisfy withholding tax obligations due upon vesting of restricted stock units.

Read SEC document
February 07, 2024 Filed Feb 9, 2024 00:15 UTC
Byrd HeathEVP and CFO
GrantClass A Common Stock 38,175 $0.00 $0.00
Disclosure

SEC source: 0001043509-24-000005 · wk-form4_1707437697.xml · nonDerivative · entry 1

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 218,319

F1 · shares: Represents shares of Class A Common Stock issuable upon conversion of restricted stock units granted by the Compensation Committee of Sonic Automotive, Inc. pursuant to the Sonic Automotive, Inc. 2012 Stock Incentive Plan. The restricted stock units may only be settled in shares of Class A Common Stock and are subject to forfeiture based on the satisfaction of performance criteria for fiscal year 2024. If the performance criteria are met, this award will vest in three annual installments, with twenty-five percent (25%) of the shares vesting on March 31, 2025, thirty percent (30%) of the shares vesting on February 7, 2026, and forty-five percent (45%) of the shares vesting on February 7, 2027.

Read SEC document
February 07, 2024 Filed Feb 9, 2024 00:14 UTC
DYKE JEFFDirector · President
GrantClass A Common Stock 48,979 $0.00 $0.00
Disclosure

SEC source: 0001043509-24-000004 · wk-form4_1707437653.xml · nonDerivative · entry 1

DYKE JEFF · CIK 0001448228 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 863,178

F1 · shares: Represents shares of Class A Common Stock issuable upon conversion of restricted stock units granted by the Compensation Committee of Sonic Automotive, Inc. pursuant to the Sonic Automotive, Inc. 2012 Stock Incentive Plan. The restricted stock units may only be settled in shares of Class A Common Stock and are subject to forfeiture based on the satisfaction of performance criteria for fiscal year 2024. If the performance criteria are met, this award will vest in three annual installments, with twenty-five percent (25%) of the shares vesting on March 31, 2025, thirty percent (30%) of the shares vesting on February 7, 2026, and forty-five percent (45%) of the shares vesting on February 7, 2027.

Read SEC document
February 07, 2024 Filed Feb 9, 2024 00:09 UTC
SMITH DAVID BRUTONDirector · Chairman and CEO · 10% owner
GrantClass A Common Stock 71,126 $0.00 $0.00
Disclosure

SEC source: 0001043509-24-000002 · wk-form4_1707437350.xml · nonDerivative · entry 1

SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 590,942

F1 · acquired: Represents shares of Class A Common Stock issuable upon conversion of restricted stock units granted by the Compensation Committee of Sonic Automotive, Inc. pursuant to the Sonic Automotive, Inc. 2012 Stock Incentive Plan. The restricted stock units may only be settled in shares of Class A Common Stock and are subject to forfeiture based on the satisfaction of performance criteria for fiscal year 2024. If the performance criteria are met, this award will vest in three annual installments, with twenty-five percent (25%) of the shares vesting on March 31, 2025, thirty percent (30%) of the shares vesting on February 7, 2026, and forty-five percent (45%) of the shares vesting on February 7, 2027.

Read SEC document
September 14, 2023 Filed Sep 14, 2023 20:36 UTC
Byrd HeathEVP and CFO
Exercise / conversionOptions to purchase · Derivative 34,186 $0.00 Strike: $16.76 $0.00
Disclosure

SEC source: 0001209191-23-049440 · doc4.xml · derivative · entry 4

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 34,186 shares

Expires 2030-04-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023.

F4 · derivative.exercise_date: The date indicated is the grant date, and the options vest in three equal annual installments on the anniversary of the grant date, subject to continued employment requirements and compliance with certain restrictive covenants.

Read SEC document
September 14, 2023 Filed Sep 14, 2023 20:36 UTC
Byrd HeathEVP and CFO
SaleClass A Common Stock 34,186 $54.01 $1,846,249.12
Disclosure

SEC source: 0001209191-23-049440 · doc4.xml · nonDerivative · entry 2

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 168,622

F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023.

F2 · price: This transaction was executed in multiple trades at prices ranging from $54.00 per share to $54.06 per share. The price reported reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
September 14, 2023 Filed Sep 14, 2023 20:36 UTC
Byrd HeathEVP and CFO
Exercise / conversionClass A Common Stock 34,186 $16.76 $572,957.36
Disclosure

SEC source: 0001209191-23-049440 · doc4.xml · nonDerivative · entry 1

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 202,808

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023.

Read SEC document
September 06, 2023 Filed Sep 8, 2023 20:52 UTC
Byrd HeathEVP and CFO
Exercise / conversionOptions to purchase · Derivative 3,800 $0.00 Strike: $16.76 $0.00
Disclosure

SEC source: 0001209191-23-048800 · doc4.xml · derivative · entry 4

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 34,186

Underlying: Class A Common Stock · 3,800 shares

Expires 2030-04-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023.

F3 · derivative.exercise_date: The date indicated is the grant date, and the options vest in three equal installments on the anniversary of the grant date, subject to continued employment requirements and compliance with certain restrictive covenants.

Read SEC document
September 06, 2023 Filed Sep 8, 2023 20:52 UTC
Byrd HeathEVP and CFO
SaleClass A Common Stock 3,800 $54.00 $205,200.00
Disclosure

SEC source: 0001209191-23-048800 · doc4.xml · nonDerivative · entry 2

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 168,622

F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023.

Read SEC document
September 06, 2023 Filed Sep 8, 2023 20:52 UTC
Byrd HeathEVP and CFO
Exercise / conversionClass A Common Stock 3,800 $16.76 $63,688.00
Disclosure

SEC source: 0001209191-23-048800 · doc4.xml · nonDerivative · entry 1

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 172,422

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023.

Read SEC document
August 31, 2023 Filed Sep 1, 2023 20:12 UTC
Byrd HeathEVP and CFO
Exercise / conversionOptions to purchase · Derivative 100 $0.00 Strike: $16.76 $0.00
Disclosure

SEC source: 0001209191-23-047946 · doc4.xml · derivative · entry 7

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 37,986

Underlying: Class A Common Stock · 100 shares

Expires 2030-04-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023.

F3 · derivative.exercise_date: The date indicated is the grant date, and the options vest in three equal annual installments on the anniversary of the grant date, subject to continued employment requirements and compliance with certain restrictive covenants.

Read SEC document
August 31, 2023 Filed Sep 1, 2023 20:12 UTC
Byrd HeathEVP and CFO
SaleClass A Common Stock 100 $54.06 $5,406.00
Disclosure

SEC source: 0001209191-23-047946 · doc4.xml · nonDerivative · entry 4

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 168,622

F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023.

Read SEC document
August 31, 2023 Filed Sep 1, 2023 20:12 UTC
Byrd HeathEVP and CFO
Exercise / conversionClass A Common Stock 100 $16.76 $1,676.00
Disclosure

SEC source: 0001209191-23-047946 · doc4.xml · nonDerivative · entry 3

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 168,722

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023.

Read SEC document
August 30, 2023 Filed Sep 1, 2023 20:12 UTC
Byrd HeathEVP and CFO
Exercise / conversionOptions to purchase · Derivative 1,509 $0.00 Strike: $16.76 $0.00
Disclosure

SEC source: 0001209191-23-047946 · doc4.xml · derivative · entry 6

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 38,086

Underlying: Class A Common Stock · 1,509 shares

Expires 2030-04-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023.

F3 · derivative.exercise_date: The date indicated is the grant date, and the options vest in three equal annual installments on the anniversary of the grant date, subject to continued employment requirements and compliance with certain restrictive covenants.

Read SEC document
August 30, 2023 Filed Sep 1, 2023 20:12 UTC
Byrd HeathEVP and CFO
SaleClass A Common Stock 1,509 $54.00 $81,486.00
Disclosure

SEC source: 0001209191-23-047946 · doc4.xml · nonDerivative · entry 2

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 168,622

F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023.

Read SEC document
August 30, 2023 Filed Sep 1, 2023 20:12 UTC
Byrd HeathEVP and CFO
Exercise / conversionClass A Common Stock 1,509 $16.76 $25,290.84
Disclosure

SEC source: 0001209191-23-047946 · doc4.xml · nonDerivative · entry 1

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 170,131

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023.

Read SEC document
July 19, 2023 Filed Jul 21, 2023 21:30 UTC
Byrd HeathEVP and CFO
Exercise / conversionOptions to purchase · Derivative 5,473 $0.00 Strike: $16.76 $0.00
Disclosure

SEC source: 0001209191-23-043151 · doc4.xml · derivative · entry 4

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,595

Underlying: Class A Common Stock · 5,473 shares

Expires 2030-04-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: The date indicated is the grant date, and the options vest in three equal annual installments on the anniversary of the grant date, subject to continued employment requirements and compliance with certain restrictive covenants.

Read SEC document
July 19, 2023 Filed Jul 21, 2023 21:30 UTC
Byrd HeathEVP and CFO
SaleClass A Common Stock 5,473 $54.06 $295,843.02
Disclosure

SEC source: 0001209191-23-043151 · doc4.xml · nonDerivative · entry 2

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 168,622

F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan.

F2 · price: This transaction was executed in multiple trades at prices ranging from $54.00 per share to $54.56 per share. The price reported reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

Read SEC document
July 19, 2023 Filed Jul 21, 2023 21:30 UTC
Byrd HeathEVP and CFO
Exercise / conversionClass A Common Stock 5,473 $16.76 $91,727.48
Disclosure

SEC source: 0001209191-23-043151 · doc4.xml · nonDerivative · entry 1

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 174,095

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan.

Read SEC document
May 16, 2023 Filed May 16, 2023 16:09 UTC GrantClass A Common Stock 4,267 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-029767 · doc4.xml · nonDerivative · entry 1

BELK WILLIAM I · CIK 0001079523 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,218

F1 · price: Restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of May 15, 2023.

Read SEC document
May 16, 2023 Filed May 16, 2023 16:10 UTC GrantClass A Common Stock 4,376 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-029770 · doc4.xml · nonDerivative · entry 1

BROOKS WILLIAM R · CIK 0001049979 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 107,692

F1 · price: Restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of May 15, 2023.

Read SEC document
May 16, 2023 Filed May 16, 2023 20:14 UTC
SMITH BRYAN SCOTTDirector · 10% owner
GrantClass A Common Stock 6,564 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-029781 · doc4.xml · nonDerivative · entry 1

SMITH BRYAN SCOTT · CIK 0001049982 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 355,843

F1 · price: Restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of May 15, 2023.

Read SEC document
May 16, 2023 Filed May 16, 2023 20:16 UTC GrantClass A Common Stock 4,267 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-029787 · doc4.xml · nonDerivative · entry 1

TAYLOR R EUGENE · CIK 0001189895 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,976

F1 · price: Restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of May 15, 2023.

Read SEC document
May 16, 2023 Filed May 16, 2023 20:16 UTC
SMITH MARCUS GDirector · 10% owner
GrantClass A Common Stock 6,564 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-029785 · doc4.xml · nonDerivative · entry 1

SMITH MARCUS G · CIK 0001170912 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,507

F1 · price: Restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of May 15, 2023.

Read SEC document
May 16, 2023 Filed May 16, 2023 20:13 UTC GrantClass A Common Stock 4,595 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-029779 · doc4.xml · nonDerivative · entry 1

Kaiser Keri A · CIK 0001820192 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,755

F1 · price: Restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of May 15, 2023.

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May 16, 2023 Filed May 16, 2023 20:12 UTC GrantClass A Common Stock 5,415 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-029776 · doc4.xml · nonDerivative · entry 1

Hodge Michael Edward · CIK 0001915472 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,788

F1 · price: Restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of May 15, 2023.

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May 16, 2023 Filed May 16, 2023 20:11 UTC GrantClass A Common Stock 4,267 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-029774 · doc4.xml · nonDerivative · entry 1

Harris John W. III · CIK 0001598090 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,081

F1 · price: Restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of May 15, 2023.

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April 18, 2023 Filed Apr 18, 2023 21:45 UTC
Byrd HeathEVP and CFO
Exercise / conversionOptions to purchase · Derivative 3,500 $0.00 Strike: $16.76 $0.00
Disclosure

SEC source: 0001209191-23-024715 · doc4.xml · derivative · entry 10

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,068

Underlying: Class A Common Stock · 3,500 shares

Expires 2030-04-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_date: The date indicated is the grant date, and the options vest in three equal annual installments on the anniversary of the grant date, subject to continued employment requirements and compliance with certain restrictive covenants.

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April 18, 2023 Filed Apr 18, 2023 21:45 UTC
Byrd HeathEVP and CFO
SaleClass A Common Stock 3,500 $54.07 $189,259.00
Disclosure

SEC source: 0001209191-23-024715 · doc4.xml · nonDerivative · entry 6

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 168,622

F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan.

F4 · price: This transaction was executed in multiple trades at prices ranging from $54.00 per share to $54.32 per share. The price reported reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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April 18, 2023 Filed Apr 18, 2023 21:45 UTC
Byrd HeathEVP and CFO
Exercise / conversionClass A Common Stock 3,500 $16.76 $58,660.00
Disclosure

SEC source: 0001209191-23-024715 · doc4.xml · nonDerivative · entry 5

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 172,122

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan.

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April 17, 2023 Filed Apr 18, 2023 21:45 UTC
Byrd HeathEVP and CFO
Exercise / conversionOptions to purchase · Derivative 7,589 $0.00 Strike: $16.76 $0.00
Disclosure

SEC source: 0001209191-23-024715 · doc4.xml · derivative · entry 9

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,568

Underlying: Class A Common Stock · 7,589 shares

Expires 2030-04-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_date: The date indicated is the grant date, and the options vest in three equal annual installments on the anniversary of the grant date, subject to continued employment requirements and compliance with certain restrictive covenants.

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April 17, 2023 Filed Apr 18, 2023 21:45 UTC
Byrd HeathEVP and CFO
SaleClass A Common Stock 7,589 $54.00 $409,813.59
Disclosure

SEC source: 0001209191-23-024715 · doc4.xml · nonDerivative · entry 4

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 168,622

F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan.

F3 · price: This transaction was executed in multiple trades at prices ranging from $54.00 per share to $54.01 per share. The price reported reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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April 17, 2023 Filed Apr 18, 2023 21:45 UTC
Byrd HeathEVP and CFO
Exercise / conversionClass A Common Stock 7,589 $16.76 $127,191.64
Disclosure

SEC source: 0001209191-23-024715 · doc4.xml · nonDerivative · entry 3

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 176,211

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan.

Read SEC document
April 14, 2023 Filed Apr 18, 2023 21:45 UTC
Byrd HeathEVP and CFO
Exercise / conversionOptions to purchase · Derivative 11,336 $0.00 Strike: $16.76 $0.00
Disclosure

SEC source: 0001209191-23-024715 · doc4.xml · derivative · entry 8

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,157

Underlying: Class A Common Stock · 11,336 shares

Expires 2030-04-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_date: The date indicated is the grant date, and the options vest in three equal annual installments on the anniversary of the grant date, subject to continued employment requirements and compliance with certain restrictive covenants.

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April 14, 2023 Filed Apr 18, 2023 21:45 UTC
Byrd HeathEVP and CFO
SaleClass A Common Stock 11,336 $54.02 $612,359.38
Disclosure

SEC source: 0001209191-23-024715 · doc4.xml · nonDerivative · entry 2

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 168,622

F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan.

F2 · price: This transaction was executed in multiple trades at prices ranging from $54.00 per share to $54.32 per share. The price reported reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

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April 14, 2023 Filed Apr 18, 2023 21:45 UTC
Byrd HeathEVP and CFO
Exercise / conversionClass A Common Stock 11,336 $16.76 $189,991.36
Disclosure

SEC source: 0001209191-23-024715 · doc4.xml · nonDerivative · entry 1

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 179,958

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.