Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONSUMER PORTFOLIO SERVICES, INC.CPSS · Entity 1404 | Director | June 24, 2022 | June 28, 2022 |
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.
CONSUMER PORTFOLIO SERVICES, INC.
Report date June 24, 2022 · Filed June 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.25 · Expires 2029-06-24 | Direct | 30,000 |
Reported balance
After 2022-06-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-06-24 · Grant · Acquired 30,000 · Balance 30,000 F1: Issued in consideration of the named person's services to the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Issued in consideration of the named person's services to the issuer.
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 |
|---|---|---|---|---|---|---|
| June 24, 2022 Filed Jun 28, 2022 23:43 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (right to buy) · Derivative | 30,000 | Not disclosed Strike: $10.25 | Not disclosed |
DisclosureSEC source: 0001683168-22-004652 · ownership.xml · derivative · entry 1 Adams Chris · CIK 0001410247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock, No Par Value · 30,000 shares Expires 2029-06-24 F1 · price: Issued in consideration of the named person's services to the issuer. Read SEC document |
| May 16, 2022 Filed May 18, 2022 21:46 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 30,000 | Not disclosed Strike: $6.11 | Not disclosed |
DisclosureSEC source: 0001683168-22-003788 · ownership.xml · derivative · entry 3 Adams Chris · CIK 0001410247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 30,000 shares Expires 2022-05-19 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. F3 · price: Issued in consideration of the named person's services to the issuer. Read SEC document |
| May 16, 2022 Filed May 18, 2022 21:46 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 13,468 | $13.61 | $183,299.48 |
DisclosureSEC source: 0001683168-22-003788 · ownership.xml · nonDerivative · entry 2 Adams Chris · CIK 0001410247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,745 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 16,532 shares of common stock on net exercise of option to purchase 30,000 shares of common stock. The reporting person forfeited 13,468 shares of common stock underlying the option in payment of the exercise prices, using the closing stock price on May 16, 2022 of $13.61 per share. Read SEC document |
| May 16, 2022 Filed May 18, 2022 21:46 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 30,000 | $6.11 | $183,300.00 |
DisclosureSEC source: 0001683168-22-003788 · ownership.xml · nonDerivative · entry 1 Adams Chris · CIK 0001410247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,213 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 · balance_after: Includes 13,000 shares of stock held in an Individual Retirement Account, which the reporting person previously characterized as indirect ownership. Read SEC document |
| August 03, 2021 Filed Aug 6, 2021 11:49 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (right to buy) · Derivative | 30,000 | Not disclosed Strike: $4.95 | Not disclosed |
DisclosureSEC source: 0001683168-21-003298 · ownership.xml · derivative · entry 1 Adams Chris · CIK 0001410247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock, no par value · 30,000 shares Expires 2028-08-03 F1 · price: Issued in consideration of the named person's service to the issuer. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 18:25 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (right to buy) · Derivative | 30,000 | Not disclosed Strike: $2.47 | Not disclosed |
DisclosureSEC source: 0000889609-20-000015 · primary_doc.xml · derivative · entry 1 Adams Chris · CIK 0001410247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock, No Par Value · 30,000 shares Expires 2027-06-01 F1 · price: Issued in consideration of the named person's to the issuer. Read SEC document |
| August 08, 2019 Filed Aug 12, 2019 23:50 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (Right to Buy) · Derivative | 30,000 | Not disclosed Strike: $3.53 | Not disclosed |
DisclosureSEC source: 0000889609-19-000008 · primary_doc.xml · derivative · entry 1 Adams Chris · CIK 0001410247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock, no par value · 30,000 shares Expires 2026-08-08 F1 · price: Issued in consideration of the named person's services to the issuer. Read SEC document |
| May 09, 2018 Filed May 11, 2018 22:58 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $3.48 | Not disclosed |
DisclosureSEC source: 0001683168-18-001278 · adams_f4.xml · derivative · entry 1 Adams Chris · CIK 0001410247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock, No Par Value · 60,000 shares Expires 2025-05-09 F1 · price: Issued in consideration of the named person's service to the issuer. Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 22:41 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | Not disclosed Strike: $3.18 | Not disclosed |
DisclosureSEC source: 0000889609-18-000008 · primary_doc.xml · derivative · entry 3 Adams Chris · CIK 0001410247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 10,000 shares Expires 2018-01-30 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 · price: Issued in consideration of the named person's services to the issuer. Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 22:41 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 6,990 | $4.55 | $31,804.50 |
DisclosureSEC source: 0000889609-18-000008 · primary_doc.xml · nonDerivative · entry 2 Adams Chris · CIK 0001410247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,213 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 3,010 shares of common stock on net exercise of option to purchase 10,000 shares of common stock. The reporting person forfeited 6,990 shares of common stock underlying the option in payment of the exercise prices, using the closing stock price on January 29, 2018 of $4.55 per share. Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 22:41 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 10,000 | $3.18 | $31,800.00 |
DisclosureSEC source: 0000889609-18-000008 · primary_doc.xml · nonDerivative · entry 1 Adams Chris · CIK 0001410247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,203 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 |
| May 17, 2017 Filed May 19, 2017 23:21 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (right to buy) · Derivative | 30,000 | Not disclosed Strike: $4.35 | Not disclosed |
DisclosureSEC source: 0000889609-17-000021 · primary_doc.xml · derivative · entry 1 Adams Chris · CIK 0001410247 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock, No Par Value · 30,000 shares Expires 2024-05-17 F1 · price: Issued in consideration of the named person's service to the issuer. 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.