Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PENSKE AUTOMOTIVE GROUP, INC.PAG · Entity 1680 | EVP & CFO | June 01, 2021 | June 03, 2021 |
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.
PENSKE AUTOMOTIVE GROUP, INC.
Report date June 01, 2021 · Filed June 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Restricted Shares)SEC Table I · non-derivative | Direct | 28,359 |
Reported balance
After 2021-06-01 transaction · row 1
1 source rowRow 1 · 2021-06-01 · Tax withholding · Disposed 15,080 · Balance 28,359 F1: Represents the number of shares of the Issuer's common stock withheld for payment of taxes on shares of restricted stock that vested on June 1, 2021, including shares withheld for payment of taxes in connection with the accelerated vesting of Mr. Carlson's 29,022 shares of restricted stock which would have otherwise vested in years 2022-2025. Mr. Carlson tendered his resignation from the Company effective June 1, 2021 and in light of Mr. Carlson's 15 years of meritorious service, the Company agreed to the accelerated vesting of the shares of restricted stock which would have otherwise vested in years 2022-2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of the Issuer's common stock withheld for payment of taxes on shares of restricted stock that vested on June 1, 2021, including shares withheld for payment of taxes in connection with the accelerated vesting of Mr. Carlson's 29,022 shares of restricted stock which would have otherwise vested in years 2022-2025. Mr. Carlson tendered his resignation from the Company effective June 1, 2021 and in light of Mr. Carlson's 15 years of meritorious service, the Company agreed to the accelerated vesting of the shares of restricted stock which would have otherwise vested in years 2022-2025.
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 01, 2021 Filed Jun 3, 2021 21:39 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | Tax withholdingCommon Stock (Restricted Shares) | 15,080 | $86.96 | $1,311,356.80 |
DisclosureSEC source: 0001209191-21-037816 · doc4.xml · nonDerivative · entry 1 Carlson John D. Jr. · CIK 0001520240 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,359 F1 · shares: Represents the number of shares of the Issuer's common stock withheld for payment of taxes on shares of restricted stock that vested on June 1, 2021, including shares withheld for payment of taxes in connection with the accelerated vesting of Mr. Carlson's 29,022 shares of restricted stock which would have otherwise vested in years 2022-2025. Mr. Carlson tendered his resignation from the Company effective June 1, 2021 and in light of Mr. Carlson's 15 years of meritorious service, the Company agreed to the accelerated vesting of the shares of restricted stock which would have otherwise vested in years 2022-2025. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 13:31 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantCommon Stock (Restricted Shares) | 14,334 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-011625 · doc4.xml · nonDerivative · entry 1 Carlson John D. Jr. · CIK 0001520240 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,439 F1 · shares: Fifteen percent of the shares vest on June 1, 2022, fifteen percent of the shares vest on June 1, 2023, twenty percent of the shares vest on June 1, 2024 and fifty percent of the shares vest on June 1, 2025. F2 · price: Price is not relevant to this transaction. Read SEC document |
| October 23, 2020 Filed Oct 23, 2020 20:31 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | SaleCommon Stock | 8,000 | $55.63 | $445,040.00 |
DisclosureSEC source: 0001209191-20-055681 · doc4.xml · nonDerivative · entry 1 Carlson John D. Jr. · CIK 0001520240 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,105 Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 21:42 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantCommon Stock (Restricted Shares) | 4,446 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-009257 · doc4.xml · nonDerivative · entry 1 Carlson John D. Jr. · CIK 0001520240 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,105 F1 · shares: 15% of the shares vest on June 1, 2021, 15% of the shares vest on June 1, 2022, 20% of the shares vest on June 1, 2023 and 50% of the shares vest on June 1, 2024. F2 · price: Price is not relevant to this transaction. Read SEC document |
| November 13, 2019 Filed Nov 15, 2019 22:01 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | SaleCommon Stock | 5,000 | $51.34 | $256,700.00 |
DisclosureSEC source: 0001209191-19-056772 · doc4.xml · nonDerivative · entry 1 Carlson John D. Jr. · CIK 0001520240 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,659 F1 · price: This transaction was executed in multiple trades at prices ranging from $51.31 to $51.42. The price reported above reflects the weighted average sale 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 and prices at which the transaction was effected. Read SEC document |
| June 01, 2019 Filed Jun 4, 2019 20:37 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | Tax withholdingCommon Stock (Restricted Shares) | 2,639 | $42.72 | $112,738.08 |
DisclosureSEC source: 0001209191-19-034302 · doc4.xml · nonDerivative · entry 1 Carlson John D. Jr. · CIK 0001520240 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,659 F1 · shares: Represents the number of shares of the Issuer's common stock withheld for payment of taxes on shares of restricted stock that vested on June 1, 2019. Read SEC document |
| February 12, 2019 Filed Feb 13, 2019 21:18 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantCommon Stock (Restricted Shares) | 10,754 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-009607 · doc4.xml · nonDerivative · entry 1 Carlson John D. Jr. · CIK 0001520240 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,298 F1 · shares: 15% of the shares vest on June 1, 2020, 15% of the shares vest on June 1, 2021, 20% of the shares vest on June 1, 2022 and 50% of the shares vest on June 1, 2023. F2 · price: Price is not relevant to this transaction. Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 20:24 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | Tax withholdingCommon Stock (Restricted Shares) | 2,061 | $48.60 | $100,164.60 |
DisclosureSEC source: 0001209191-18-035074 · doc4.xml · nonDerivative · entry 1 Carlson John D. Jr. · CIK 0001520240 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,544 F1 · shares: Represents the number of shares of the Issuer's common stock withheld for payment of taxes on shares of restricted stock that vested on June 1, 2018. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:30 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantCommon Stock (Restricted Shares) | 6,761 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-010412 · doc4.xml · nonDerivative · entry 1 Carlson John D. Jr. · CIK 0001520240 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,605 F1 · shares: 15% of the shares vest on June 1, 2019, 15% of the shares vest on June 1, 2020, 20% of the shares vest on June 1, 2021 and 50% of the shares vest on June 1, 2022. F2 · price: Price is not relevant to this transaction. Read SEC document |
| November 13, 2017 Filed Nov 14, 2017 13:25 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | SaleCommon Stock | 7,000 | $46.20 | $323,411.20 |
DisclosureSEC source: 0001209191-17-060496 · doc4.xml · nonDerivative · entry 1 Carlson John D. Jr. · CIK 0001520240 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,844 F1 · price: This transaction was executed in multiple trades at prices ranging from $46.21 to $46.20. The price reported above reflects the weighted average sale 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 and prices at which the transaction was effected. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 20:07 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | Tax withholdingCommon Stock (Restricted Shares) | 2,278 | $43.28 | $98,591.84 |
DisclosureSEC source: 0001209191-17-037161 · doc4.xml · nonDerivative · entry 1 Carlson John D. Jr. · CIK 0001520240 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,844 F1 · shares: Represents the number of shares of the Issuer's common stock withheld for payment of taxes on shares of restricted stock that vested on June 1, 2017. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 21:43 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantCommon Stock (Restricted Shares) | 3,861 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-009575 · doc4.xml · nonDerivative · entry 1 Carlson John D. Jr. · CIK 0001520240 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,122 F1 · shares: 15% of the shares vest on June 1, 2018, 15% of the shares vest on June 1, 2019, 20% of the shares vest on June 1, 2020 and 50% of the shares vest on June 1, 2021. F2 · price: Price is not relevant to this transaction. 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.