Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SONIC AUTOMOTIVE INCSAH · Entity 4366 | Director | April 29, 2021 | April 30, 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.
SONIC AUTOMOTIVE INC
Report date April 29, 2021 · Filed April 30, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 34,993 |
Reported balance
After 2021-04-29 transaction · row 1
1 source rowRow 1 · 2021-04-29 · Grant · Acquired 2,905 · Balance 34,993 F1: 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. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy trust | 23,840 |
Reported balance
Holding disclosure · report date 2021-04-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 23,840 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| April 29, 2021 Filed Apr 30, 2021 14:47 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 2,905 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-029168 · doc4.xml · nonDerivative · entry 1 DOOLAN VICTOR H · CIK 0001333902 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,993 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 |
| May 28, 2020 Filed May 29, 2020 20:47 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 5,000 | $28.46 | $142,300.00 |
DisclosureSEC source: 0001209191-20-032969 · doc4.xml · nonDerivative · entry 1 DOOLAN VICTOR H · CIK 0001333902 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,088 F1 · price: This transaction was executed in multiple trades at prices ranging from $28.457 per share to $28.466 per share. The price reported reflects the weighted average purchase 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 30, 2020 Filed May 1, 2020 18:48 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 9,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-026482 · doc4.xml · nonDerivative · entry 1 DOOLAN VICTOR H · CIK 0001333902 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,088 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 19:06 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 8,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-026141 · doc4.xml · nonDerivative · entry 1 DOOLAN VICTOR H · CIK 0001333902 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,805 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 |
| May 17, 2018 Filed May 22, 2018 20:09 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 10,000 | $21.99 | $219,900.00 |
DisclosureSEC source: 0001209191-18-032288 · doc4.xml · nonDerivative · entry 1 DOOLAN VICTOR H · CIK 0001333902 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by trust Disclosed balance after: 23,840 F1 · price: This transaction was executed in multiple trades at prices ranging from $21.90 per share to $22.05 per share. The price reported 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 sold at each separate price within the range set forth in this footnote. Read SEC document |
| April 26, 2018 Filed Apr 26, 2018 21:55 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 6,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-026295 · doc4.xml · nonDerivative · entry 1 DOOLAN VICTOR H · CIK 0001333902 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,262 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 19, 2017 Filed Apr 19, 2017 19:48 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 6,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-027427 · doc4.xml · nonDerivative · entry 1 DOOLAN VICTOR H · CIK 0001333902 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,529 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 |
| March 20, 2017 Filed Mar 21, 2017 20:23 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 4,500 | $20.42 | $91,878.30 |
DisclosureSEC source: 0001209191-17-022031 · doc4.xml · nonDerivative · entry 1 DOOLAN VICTOR H · CIK 0001333902 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,899 F1 · price: This transaction was executed in multiple trades at prices ranging from $20.405 per share to $20.45 per share. The price reported 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 sold at each separate price within the range set forth in this footnote. 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.