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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
April 10, 2023 Filed Apr 10, 2023 22:15 UTC
DYKE JEFFDirector · President
Exercise / conversionOptions to purchase · Derivative 86,596 $0.00 Strike: $16.76 $0.00
Disclosure

SEC source: 0001209191-23-023938 · doc4.xml · derivative · entry 4

DYKE JEFF · CIK 0001448228 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 86,596 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: Employee stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan.

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
April 10, 2023 Filed Apr 10, 2023 22:15 UTC
DYKE JEFFDirector · President
SaleClass A Common Stock 86,596 $50.80 $4,399,198.03
Disclosure

SEC source: 0001209191-23-023938 · doc4.xml · nonDerivative · entry 2

DYKE JEFF · CIK 0001448228 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 814,199

F1 · kind: Employee 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 $50.02 per share to $51.61 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
April 10, 2023 Filed Apr 10, 2023 22:15 UTC
DYKE JEFFDirector · President
Exercise / conversionClass A Common Stock 86,596 $16.76 $1,451,348.96
Disclosure

SEC source: 0001209191-23-023938 · doc4.xml · nonDerivative · entry 1

DYKE JEFF · CIK 0001448228 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 900,795

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: Employee stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan.

Read SEC document
March 31, 2023 Filed Apr 4, 2023 12:13 UTC
Byrd HeathEVP and CFO
Tax withholdingClass A Common Stock 3,507 $54.34 $190,570.38
Disclosure

SEC source: 0001209191-23-022463 · doc4.xml · nonDerivative · entry 1

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 168,622

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, 2023 Filed Apr 4, 2023 12:12 UTC
DYKE JEFFDirector · President
Tax withholdingClass A Common Stock 4,500 $54.34 $244,530.00
Disclosure

SEC source: 0001209191-23-022462 · doc4.xml · nonDerivative · entry 1

DYKE JEFF · CIK 0001448228 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 814,199

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, 2023 Filed Apr 4, 2023 12:11 UTC
SMITH DAVID BRUTONDirector · Chairman and CEO · 10% owner
Tax withholdingClass A Common Stock 8,177 $54.34 $444,338.18
Disclosure

SEC source: 0001209191-23-022461 · doc4.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: 519,816

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 17, 2023 Filed Feb 17, 2023 22:10 UTC
DYKE JEFFDirector · President
Exercise / conversionOptions to purchase · Derivative 86,596 $0.00 Strike: $16.76 $0.00
Disclosure

SEC source: 0001209191-23-010765 · doc4.xml · derivative · entry 4

DYKE JEFF · CIK 0001448228 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,596

Underlying: Class A Common Stock · 86,586 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
February 17, 2023 Filed Feb 17, 2023 22:10 UTC
DYKE JEFFDirector · President
SaleClass A Common Stock 22,710 $56.83 $1,290,609.30
Disclosure

SEC source: 0001209191-23-010765 · doc4.xml · nonDerivative · entry 3

DYKE JEFF · CIK 0001448228 · Director · President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Ash & Erin, LLC

Disclosed balance after: 176,622

F2 · price: This transaction was executed in multiple trades at prices ranging from $56.24 per share to $57.18 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.

F3 · balance_after: The reporting person disclaims beneficial ownership of such shares of Sonic Automotive, Inc.'s Class A Common Stock, except to the extent of his pecuniary interest therein.

Read SEC document
February 17, 2023 Filed Feb 17, 2023 22:10 UTC
DYKE JEFFDirector · President
SaleClass A Common Stock 93,114 $57.31 $5,336,363.34
Disclosure

SEC source: 0001209191-23-010765 · doc4.xml · nonDerivative · entry 2

DYKE JEFF · CIK 0001448228 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 818,699

F1 · price: This transaction was executed in multiple trades at prices ranging from $56.70 per share to $58.83 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
February 17, 2023 Filed Feb 17, 2023 22:10 UTC
DYKE JEFFDirector · President
Exercise / conversionClass A Common Stock 86,596 $16.76 $1,451,348.96
Disclosure

SEC source: 0001209191-23-010765 · doc4.xml · nonDerivative · entry 1

DYKE JEFF · CIK 0001448228 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 911,813

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.

Read SEC document
February 15, 2023 Filed Feb 16, 2023 13:48 UTC
Byrd HeathEVP and CFO
Disposition to issuerClass A Common Stock 1,523 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-009948 · doc4.xml · nonDerivative · entry 1

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 172,129

F1 · shares: Represents the forfeiture of restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Stock Incentive Plan on February 9, 2022 based on the achievement of performance criteria for fiscal year 2022.

Read SEC document
February 15, 2023 Filed Feb 16, 2023 13:47 UTC
DYKE JEFFDirector · President
Disposition to issuerClass A Common Stock 1,954 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-009946 · doc4.xml · nonDerivative · entry 1

DYKE JEFF · CIK 0001448228 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 825,217

F1 · shares: Represents the forfeiture of restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Stock Incentive Plan on February 9, 2022 based on the achievement of performance criteria for fiscal year 2022.

Read SEC document
February 15, 2023 Filed Feb 16, 2023 13:45 UTC
SMITH DAVID BRUTONDirector · Chairman and CEO · 10% owner
Disposition to issuerClass A Common Stock 1,094 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-009945 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 527,993

F1 · shares: Represents the forfeiture of restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Stock Incentive Plan on February 9, 2022 based on the achievement of performance criteria for fiscal year 2022.

Read SEC document
February 10, 2023 Filed Feb 14, 2023 21:47 UTC
Byrd HeathEVP and CFO
Tax withholdingClass A Common Stock 4,102 $58.42 $239,638.84
Disclosure

SEC source: 0001209191-23-009171 · doc4.xml · nonDerivative · entry 1

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 173,652

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, 2023 Filed Feb 14, 2023 21:44 UTC
SMITH DAVID BRUTONDirector · Chairman and CEO · 10% owner
Tax withholdingClass A Common Stock 9,117 $58.42 $532,615.14
Disclosure

SEC source: 0001209191-23-009165 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 529,087

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, 2023 Filed Feb 14, 2023 21:45 UTC
DYKE JEFFDirector · President
Tax withholdingClass A Common Stock 5,225 $58.42 $305,244.50
Disclosure

SEC source: 0001209191-23-009168 · doc4.xml · nonDerivative · entry 1

DYKE JEFF · CIK 0001448228 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 827,171

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 08, 2023 Filed Feb 10, 2023 12:52 UTC
Byrd HeathEVP and CFO
GrantClass A Common Stock 31,154 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-008228 · doc4.xml · nonDerivative · entry 1

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 177,754

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 2023. 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, 2024, thirty percent (30%) of the shares vesting on February 8, 2025, and forty-five percent (45%) of the shares vesting on February 8, 2026.

Read SEC document
February 08, 2023 Filed Feb 10, 2023 12:51 UTC
DYKE JEFFDirector · President
GrantClass A Common Stock 39,972 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-008227 · doc4.xml · nonDerivative · entry 1

DYKE JEFF · CIK 0001448228 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 832,396

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 2023. 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, 2024, thirty percent (30%) of the shares vesting on February 8, 2025, and forty-five percent (45%) of the shares vesting on February 8, 2026.

Read SEC document
February 08, 2023 Filed Feb 10, 2023 12:49 UTC
SMITH DAVID BRUTONDirector · Chairman and CEO · 10% owner
GrantClass A Common Stock 70,348 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-008226 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 538,204

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 2023. 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, 2024, thirty percent (30%) of the shares vesting on February 8, 2025, and forty-five percent (45%) of the shares vesting on February 8, 2026.

Read SEC document
August 25, 2022 Filed Aug 26, 2022 20:00 UTC
SMITH DAVID BRUTONDirector · Chairman and CEO · 10% owner
Exercise / conversionOptions to purchase · Derivative 54,670 $0.00 Strike: $16.76 $0.00
Disclosure

SEC source: 0001209191-22-047696 · doc4.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 152,401

Underlying: Class A Common Stock · 54,670 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: Employee stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan.

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
August 25, 2022 Filed Aug 26, 2022 20:00 UTC
SMITH DAVID BRUTONDirector · Chairman and CEO · 10% owner
SaleClass A Common Stock 54,670 $55.60 $3,039,433.32
Disclosure

SEC source: 0001209191-22-047696 · doc4.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 467,856

F1 · kind: Employee 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 $55.00 per share to $56.48 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
August 25, 2022 Filed Aug 26, 2022 20:00 UTC
SMITH DAVID BRUTONDirector · Chairman and CEO · 10% owner
Exercise / conversionClass A Common Stock 54,670 $16.76 $916,269.20
Disclosure

SEC source: 0001209191-22-047696 · doc4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 522,526

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: Employee stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan.

Read SEC document
August 24, 2022 Filed Aug 26, 2022 20:00 UTC
SMITH DAVID BRUTONDirector · Chairman and CEO · 10% owner
Exercise / conversionOptions to purchase · Derivative 97,731 $0.00 Strike: $16.76 $0.00
Disclosure

SEC source: 0001209191-22-047696 · doc4.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 207,071

Underlying: Class A Common Stock · 97,731 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: Employee stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan.

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
August 24, 2022 Filed Aug 26, 2022 20:00 UTC
SMITH DAVID BRUTONDirector · Chairman and CEO · 10% owner
SaleClass A Common Stock 97,731 $55.04 $5,378,918.78
Disclosure

SEC source: 0001209191-22-047696 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 467,856

F1 · kind: Employee 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 $55.00 per share to $55.31 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
August 24, 2022 Filed Aug 26, 2022 20:00 UTC
SMITH DAVID BRUTONDirector · Chairman and CEO · 10% owner
Exercise / conversionClass A Common Stock 97,731 $16.76 $1,637,971.56
Disclosure

SEC source: 0001209191-22-047696 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 565,587

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: Employee stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan.

Read SEC document
August 16, 2022 Filed Aug 17, 2022 20:01 UTC
DYKE JEFFDirector · President
SaleClass A Common Stock 18,675 $52.00 $971,100.00
Disclosure

SEC source: 0001209191-22-046208 · doc4.xml · nonDerivative · entry 1

DYKE JEFF · CIK 0001448228 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 792,424

F1 · shares: Shares sold pursuant to pre-established 10b5-1 Trading Plan.

F2 · balance_after: The amount of securities beneficially owned directly by Mr. Dyke and indirectly by Mr. Dyke through Ash & Erin, LLC, respectively, following this reported transaction reflects correction of a Form 4 filed by Mr. Dyke on March 7, 2022. The March 7, 2022 Form 4 reported sale of a total of 9,164 shares sold by Ash & Erin, LLC on March 4 and March 7, 2022, but should instead have reflected that the sale of 9,164 shares were sold directly by Mr. Dyke.

Read SEC document
August 01, 2022 Filed Aug 1, 2022 23:09 UTC
Byrd HeathEVP and CFO
Exercise / conversionOptions to purchase · Derivative 67,493 $0.00 Strike: $16.76 $0.00
Disclosure

SEC source: 0001209191-22-043759 · doc4.xml · derivative · entry 5

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,493

Underlying: Class A Common Stock · 67,493 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.

F2 · 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
August 01, 2022 Filed Aug 1, 2022 23:09 UTC
Byrd HeathEVP and CFO
SaleClass A Common Stock 67,493 $41.64 $2,810,408.52
Disclosure

SEC source: 0001209191-22-043759 · doc4.xml · nonDerivative · entry 3

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 146,600

F1 · price: This transaction was executed in multiple trades at prices ranging from $41.05 per share to $42.15 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
August 01, 2022 Filed Aug 1, 2022 23:09 UTC
Byrd HeathEVP and CFO
Exercise / conversionClass A Common Stock 67,493 $16.76 $1,131,182.68
Disclosure

SEC source: 0001209191-22-043759 · doc4.xml · nonDerivative · entry 2

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 214,093

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.

Read SEC document
August 01, 2022 Filed Aug 1, 2022 23:09 UTC
Byrd HeathEVP and CFO
SaleClass A Common Stock 26,221 $40.31 $1,056,968.51
Disclosure

SEC source: 0001209191-22-043759 · doc4.xml · nonDerivative · entry 1

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 146,600

Read SEC document
August 01, 2022 Filed Aug 1, 2022 22:34 UTC
DYKE JEFFDirector · President
SaleClass A Common Stock 28,196 $42.67 $1,203,123.32
Disclosure

SEC source: 0001209191-22-043746 · doc4.xml · nonDerivative · entry 1

DYKE JEFF · CIK 0001448228 · Director · President

10b5-1 filing: Not disclosed

Ownership: Indirect · by Ash & Erin, LLC

Disclosed balance after: 190,168

F1 · price: This transaction was executed in multiple trades at prices ranging from $41.65 per share to $43.27 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 27, 2022 Filed Jul 29, 2022 11:05 UTC
SMITH BRYAN SCOTTDirector · 10% owner
GrantClass A Common Stock 3,884 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-043423 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 349,279

F1 · price: Restricted stock granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of April 29, 2020.

Read SEC document
June 22, 2022 Filed Jan 19, 2023 22:38 UTC
SMITH BRYAN SCOTTDirector · 10% owner
OtherClass B Common Stock · Derivative 2,171,250 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-004066 · doc5.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 12,029,375

Underlying: Class A Common Stock · 2,171,250 shares

Expires not disclosed

F3 · derivative.exercise_price: Shares of Sonic Automotive, Inc.'s Class B Common Stock are convertible into shares of Sonic Automotive, Inc.'s Class A Common Stock on a 1-for-1 basis at the option of the reporting person and there is no expiration date.

F1 · shares: The reported securities were acquired by OBS Family, LLC from Mr. O. Bruton Smith under the laws of descent and distribution automatically upon the death of Mr. O. Bruton Smith on June 22, 2022. The reporting person is a member and manager of OBS Family, LLC.

F1 · price: The reported securities were acquired by OBS Family, LLC from Mr. O. Bruton Smith under the laws of descent and distribution automatically upon the death of Mr. O. Bruton Smith on June 22, 2022. The reporting person is a member and manager of OBS Family, LLC.

F3 · derivative.exercise_date: Shares of Sonic Automotive, Inc.'s Class B Common Stock are convertible into shares of Sonic Automotive, Inc.'s Class A Common Stock on a 1-for-1 basis at the option of the reporting person and there is no expiration date.

F3 · derivative.expiration_date: Shares of Sonic Automotive, Inc.'s Class B Common Stock are convertible into shares of Sonic Automotive, Inc.'s Class A Common Stock on a 1-for-1 basis at the option of the reporting person and there is no expiration date.

F4 · balance_after: Includes 2,171,250 shares of Sonic Automotive, Inc.'s Class B Common Stock held by OBS Family, LLC, and 9,858,125 shares of Sonic Automotive, Inc.'s Class B Common Stock held by Sonic Financial Corporation ("SFC"), a North Carolina corporation of which the reporting person is a shareholder, director and officer. The reporting person disclaims beneficial ownership of such shares of Sonic Automotive, Inc.'s Class B Common Stock, except to the extent of his pecuniary interest therein.

F4 · ownership.nature: Includes 2,171,250 shares of Sonic Automotive, Inc.'s Class B Common Stock held by OBS Family, LLC, and 9,858,125 shares of Sonic Automotive, Inc.'s Class B Common Stock held by Sonic Financial Corporation ("SFC"), a North Carolina corporation of which the reporting person is a shareholder, director and officer. The reporting person disclaims beneficial ownership of such shares of Sonic Automotive, Inc.'s Class B Common Stock, except to the extent of his pecuniary interest therein.

Read SEC document
June 22, 2022 Filed Jan 19, 2023 22:38 UTC
SMITH BRYAN SCOTTDirector · 10% owner
OtherClass A Common Stock 836,534 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-004066 · doc5.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · by OBS Family, LLC

Disclosed balance after: 836,534

F1 · shares: The reported securities were acquired by OBS Family, LLC from Mr. O. Bruton Smith under the laws of descent and distribution automatically upon the death of Mr. O. Bruton Smith on June 22, 2022. The reporting person is a member and manager of OBS Family, LLC.

F1 · price: The reported securities were acquired by OBS Family, LLC from Mr. O. Bruton Smith under the laws of descent and distribution automatically upon the death of Mr. O. Bruton Smith on June 22, 2022. The reporting person is a member and manager of OBS Family, LLC.

F2 · ownership.nature: The reporting person disclaims beneficial ownership of such shares of Sonic Automotive, Inc.'s Class A Common Stock, except to the extent of his pecuniary interest therein.

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June 22, 2022 Filed Jan 19, 2023 22:36 UTC
SMITH DAVID BRUTONDirector · Chairman and CEO · 10% owner
OtherClass B Common Stock · Derivative 2,171,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-004065 · doc5.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 12,029,375

Underlying: Class A Common Stock · 2,171,250 shares

Expires not disclosed

F3 · derivative.exercise_price: Shares of Sonic Automotive, Inc.'s Class B Common Stock are convertible into shares of Sonic Automotive, Inc.'s Class A Common Stock on a 1-for-1 basis at the option of the reporting person and there is no expiration date.

F1 · shares: The reported securities were acquired by OBS Family, LLC from Mr. O. Bruton Smith under the laws of descent and distribution automatically upon the death of Mr. O. Bruton Smith on June 22, 2022. The reporting person is a member and manager of OBS Family, LLC.

F1 · price: The reported securities were acquired by OBS Family, LLC from Mr. O. Bruton Smith under the laws of descent and distribution automatically upon the death of Mr. O. Bruton Smith on June 22, 2022. The reporting person is a member and manager of OBS Family, LLC.

F3 · derivative.exercise_date: Shares of Sonic Automotive, Inc.'s Class B Common Stock are convertible into shares of Sonic Automotive, Inc.'s Class A Common Stock on a 1-for-1 basis at the option of the reporting person and there is no expiration date.

F3 · derivative.expiration_date: Shares of Sonic Automotive, Inc.'s Class B Common Stock are convertible into shares of Sonic Automotive, Inc.'s Class A Common Stock on a 1-for-1 basis at the option of the reporting person and there is no expiration date.

F4 · balance_after: Includes 2,171,250 shares of Sonic Automotive, Inc.'s Class B Common Stock held by OBS Family, LLC, and 9,858,125 shares of Sonic Automotive, Inc.'s Class B Common Stock held by Sonic Financial Corporation ("SFC"), a North Carolina corporation of which the reporting person is a shareholder, director and officer. The reporting person disclaims beneficial ownership of such shares of Sonic Automotive, Inc.'s Class B Common Stock, except to the extent of his pecuniary interest therein.

F4 · ownership.nature: Includes 2,171,250 shares of Sonic Automotive, Inc.'s Class B Common Stock held by OBS Family, LLC, and 9,858,125 shares of Sonic Automotive, Inc.'s Class B Common Stock held by Sonic Financial Corporation ("SFC"), a North Carolina corporation of which the reporting person is a shareholder, director and officer. The reporting person disclaims beneficial ownership of such shares of Sonic Automotive, Inc.'s Class B Common Stock, except to the extent of his pecuniary interest therein.

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June 22, 2022 Filed Jan 19, 2023 22:36 UTC
SMITH DAVID BRUTONDirector · Chairman and CEO · 10% owner
OtherClass A Common Stock 836,534 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-004065 · doc5.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · by OBS Family, LLC

Disclosed balance after: 836,534

F1 · shares: The reported securities were acquired by OBS Family, LLC from Mr. O. Bruton Smith under the laws of descent and distribution automatically upon the death of Mr. O. Bruton Smith on June 22, 2022. The reporting person is a member and manager of OBS Family, LLC.

F1 · price: The reported securities were acquired by OBS Family, LLC from Mr. O. Bruton Smith under the laws of descent and distribution automatically upon the death of Mr. O. Bruton Smith on June 22, 2022. The reporting person is a member and manager of OBS Family, LLC.

F2 · ownership.nature: The reporting person disclaims beneficial ownership of such shares of Sonic Automotive, Inc.'s Class A Common Stock, except to the extent of his pecuniary interest therein.

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June 22, 2022 Filed Jan 23, 2023 12:59 UTC
SMITH MARCUS GDirector · 10% owner
OtherClass B Common Stock · Derivative 2,171,250 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-004343 · doc5.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 12,029,375

Underlying: Class A Common Stock · 2,171,250 shares

Expires not disclosed

F3 · derivative.exercise_price: Shares of Sonic Automotive, Inc.'s Class B Common Stock are convertible into shares of Sonic Automotive, Inc.'s Class A Common Stock on a 1-for-1 basis at the option of the reporting person and there is no expiration date.

F1 · shares: The reported securities were acquired by OBS Family, LLC from Mr. O. Bruton Smith under the laws of descent and distribution automatically upon the death of Mr. O. Bruton Smith on June 22, 2022. The reporting person is a member and manager of OBS Family, LLC.

F1 · price: The reported securities were acquired by OBS Family, LLC from Mr. O. Bruton Smith under the laws of descent and distribution automatically upon the death of Mr. O. Bruton Smith on June 22, 2022. The reporting person is a member and manager of OBS Family, LLC.

F3 · derivative.exercise_date: Shares of Sonic Automotive, Inc.'s Class B Common Stock are convertible into shares of Sonic Automotive, Inc.'s Class A Common Stock on a 1-for-1 basis at the option of the reporting person and there is no expiration date.

F3 · derivative.expiration_date: Shares of Sonic Automotive, Inc.'s Class B Common Stock are convertible into shares of Sonic Automotive, Inc.'s Class A Common Stock on a 1-for-1 basis at the option of the reporting person and there is no expiration date.

F4 · balance_after: Includes 2,171,250 shares of Sonic Automotive, Inc.'s Class B Common Stock held by OBS Family, LLC, and 9,858,125 shares of Sonic Automotive, Inc.'s Class B Common Stock held by Sonic Financial Corporation ("SFC"), a North Carolina corporation of which the reporting person is a shareholder, director and officer. The reporting person disclaims beneficial ownership of such shares of Sonic Automotive, Inc.'s Class B Common Stock, except to the extent of his pecuniary interest therein.

F4 · ownership.nature: Includes 2,171,250 shares of Sonic Automotive, Inc.'s Class B Common Stock held by OBS Family, LLC, and 9,858,125 shares of Sonic Automotive, Inc.'s Class B Common Stock held by Sonic Financial Corporation ("SFC"), a North Carolina corporation of which the reporting person is a shareholder, director and officer. The reporting person disclaims beneficial ownership of such shares of Sonic Automotive, Inc.'s Class B Common Stock, except to the extent of his pecuniary interest therein.

Read SEC document
June 22, 2022 Filed Jan 23, 2023 12:59 UTC
SMITH MARCUS GDirector · 10% owner
OtherClass A Common Stock 836,534 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-004343 · doc5.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · by OBS Family, LLC

Disclosed balance after: 836,534

F1 · shares: The reported securities were acquired by OBS Family, LLC from Mr. O. Bruton Smith under the laws of descent and distribution automatically upon the death of Mr. O. Bruton Smith on June 22, 2022. The reporting person is a member and manager of OBS Family, LLC.

F1 · price: The reported securities were acquired by OBS Family, LLC from Mr. O. Bruton Smith under the laws of descent and distribution automatically upon the death of Mr. O. Bruton Smith on June 22, 2022. The reporting person is a member and manager of OBS Family, LLC.

F2 · ownership.nature: The reporting person disclaims beneficial ownership of such shares of Sonic Automotive, Inc.'s Class A Common Stock, except to the extent of his pecuniary interest therein.

Read SEC document
April 28, 2022 Filed Apr 28, 2022 16:47 UTC GrantClass A Common Stock 3,373 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-026017 · doc4.xml · nonDerivative · entry 1

BELK WILLIAM I · CIK 0001079523 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 92,951

F1 · price: Restricted stock granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of April 29, 2020.

Read SEC document
April 28, 2022 Filed Apr 28, 2022 16:48 UTC GrantClass A Common Stock 3,373 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-026018 · doc4.xml · nonDerivative · entry 1

BROOKS WILLIAM R · CIK 0001049979 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 103,316

F1 · price: Restricted stock granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of April 29, 2020.

Read SEC document
April 28, 2022 Filed Apr 28, 2022 20:55 UTC GrantClass A Common Stock 3,373 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-026025 · doc4.xml · nonDerivative · entry 1

TAYLOR R EUGENE · CIK 0001189895 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,709

F1 · price: Restricted stock granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of April 29, 2020.

Read SEC document
April 28, 2022 Filed Apr 28, 2022 20:51 UTC GrantClass A Common Stock 3,373 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-026021 · doc4.xml · nonDerivative · entry 1

Hodge Michael Edward · CIK 0001915472 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,373

F1 · price: Restricted stock granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of April 29, 2020.

Read SEC document
April 28, 2022 Filed Apr 28, 2022 20:53 UTC GrantClass A Common Stock 3,373 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-026023 · doc4.xml · nonDerivative · entry 1

Kaiser Keri A · CIK 0001820192 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,160

F1 · price: Restricted stock granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of April 29, 2020.

Read SEC document
April 28, 2022 Filed Apr 29, 2022 14:39 UTC
SMITH MARCUS GDirector · 10% owner
GrantClass A Common Stock 3,373 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-026124 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,943

F1 · price: Restricted stock granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of April 29, 2020.

Read SEC document
April 28, 2022 Filed Apr 29, 2022 14:38 UTC GrantClass A Common Stock 3,373 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-026123 · doc4.xml · nonDerivative · entry 1

Harris John W. III · CIK 0001598090 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,814

F1 · price: Restricted stock granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of April 29, 2020.

Read SEC document
April 07, 2022 Filed Apr 12, 2022 15:11 UTC PurchaseCLASS A COMMON STOCK 3,793 $41.05 $155,702.65
Disclosure

SEC source: 0001104659-22-044939 · tm2212501-1_4seq1.xml · nonDerivative · entry 2

Rusnak Paul P. · CIK 0001460471 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,000,000

Read SEC document
April 06, 2022 Filed Apr 12, 2022 15:11 UTC PurchaseCLASS A COMMON STOCK 127,475 $41.89 $5,339,927.75
Disclosure

SEC source: 0001104659-22-044939 · tm2212501-1_4seq1.xml · nonDerivative · entry 1

Rusnak Paul P. · CIK 0001460471 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,996,207

Read SEC document
March 31, 2022 Filed Apr 4, 2022 15:59 UTC
SMITH O BRUTONDirector · Executive Chairman · 10% owner
Tax withholdingClass A Common Stock 5,626 $42.51 $239,161.26
Disclosure

SEC source: 0001209191-22-022281 · doc4.xml · nonDerivative · entry 1

SMITH O BRUTON · CIK 0000931255 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 973,670

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.

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March 31, 2022 Filed Apr 4, 2022 20:01 UTC
Byrd HeathEVP and CFO
Tax withholdingClass A Common Stock 3,382 $42.51 $143,768.82
Disclosure

SEC source: 0001209191-22-022296 · doc4.xml · nonDerivative · entry 1

Byrd Heath · CIK 0001574017 · EVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 172,821

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, 2022 Filed Apr 4, 2022 20:01 UTC
DYKE JEFFDirector · President
Tax withholdingClass A Common Stock 4,143 $42.51 $176,118.93
Disclosure

SEC source: 0001209191-22-022294 · doc4.xml · nonDerivative · entry 1

DYKE JEFF · CIK 0001448228 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 820,263

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

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