Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SONIC AUTOMOTIVE INCSAH · Entity 4366 | Director | May 16, 2023 | May 16, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SONIC AUTOMOTIVE INC
Report date May 16, 2023 · Filed May 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 52,081 |
Reported balance
After 2023-05-16 transaction · row 1
1 source rowRow 1 · 2023-05-16 · Grant · Acquired 4,267 · Balance 52,081 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Intrawest Resorts Holdings, Inc.
Report date July 31, 2017 · Filed July 31, 2017
Section 16 reporting ended · disclosed 2017-07-31. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-07-31 transaction · row 1
1 source rowRow 1 · 2017-07-31 · Disposition to issuer · Disposed 6,250 · Balance 0 F1: On April 7, 2017, Intrawest Resorts Holdings, Inc. ("IRHI") entered into an Agreement and Plan of Merger with Hawk Holding Company, LLC, Hawk Holding Company, Inc., and Hawk Merger Sub, Inc., pursuant to which Hawk Merger Sub, Inc. would be merged with and into IRHI, with IRHI continuing as the Surviving Company (the "Merger"). Upon closing of the Merger on July 31, 2017, each share of Common Stock issued and outstanding was converted into the right to receive $23.75 in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: On April 7, 2017, Intrawest Resorts Holdings, Inc. ("IRHI") entered into an Agreement and Plan of Merger with Hawk Holding Company, LLC, Hawk Holding Company, Inc., and Hawk Merger Sub, Inc., pursuant to which Hawk Merger Sub, Inc. would be merged with and into IRHI, with IRHI continuing as the Surviving Company (the "Merger"). Upon closing of the Merger on July 31, 2017, each share of Common Stock issued and outstanding was converted into the right to receive $23.75 in cash.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 16, 2023 Filed May 16, 2023 20:11 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 4,267 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| April 28, 2022 Filed Apr 29, 2022 14:38 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 3,373 | $0.00 | $0.00 |
DisclosureSEC 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 29, 2021 Filed Apr 30, 2021 14:48 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 2,905 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-029169 · doc4.xml · nonDerivative · entry 1 Harris John W. III · CIK 0001598090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,441 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 30, 2020 Filed May 1, 2020 19:40 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 9,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-026496 · doc4.xml · nonDerivative · entry 1 Harris John W. III · CIK 0001598090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,536 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 25, 2019 Filed Apr 26, 2019 19:07 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 8,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-026142 · doc4.xml · nonDerivative · entry 1 Harris John W. III · CIK 0001598090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,253 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 18, 2017. Read SEC document |
| April 26, 2018 Filed Apr 26, 2018 21:56 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 6,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-026296 · doc4.xml · nonDerivative · entry 1 Harris John W. III · CIK 0001598090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,710 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 18, 2017. Read SEC document |
| July 31, 2017 Filed Jul 31, 2017 17:02 UTC | Intrawest Resorts Holdings, Inc. SNOW · Entity 174102 | Disposition to issuerCommon Stock | 6,250 | $23.75 | $148,437.50 |
DisclosureSEC source: 0001209191-17-046707 · doc4.xml · nonDerivative · entry 1 Harris John W. III · CIK 0001598090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: On April 7, 2017, Intrawest Resorts Holdings, Inc. ("IRHI") entered into an Agreement and Plan of Merger with Hawk Holding Company, LLC, Hawk Holding Company, Inc., and Hawk Merger Sub, Inc., pursuant to which Hawk Merger Sub, Inc. would be merged with and into IRHI, with IRHI continuing as the Surviving Company (the "Merger"). Upon closing of the Merger on July 31, 2017, each share of Common Stock issued and outstanding was converted into the right to receive $23.75 in cash. F1 · price: On April 7, 2017, Intrawest Resorts Holdings, Inc. ("IRHI") entered into an Agreement and Plan of Merger with Hawk Holding Company, LLC, Hawk Holding Company, Inc., and Hawk Merger Sub, Inc., pursuant to which Hawk Merger Sub, Inc. would be merged with and into IRHI, with IRHI continuing as the Surviving Company (the "Merger"). Upon closing of the Merger on July 31, 2017, each share of Common Stock issued and outstanding was converted into the right to receive $23.75 in cash. Read SEC document |
| April 19, 2017 Filed Apr 19, 2017 19:49 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 6,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-027429 · doc4.xml · nonDerivative · entry 1 Harris John W. III · CIK 0001598090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,977 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 18, 2017. 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.