Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONSUMER PORTFOLIO SERVICES, INC.CPSS · Entity 1404 | Sr. Vice President | April 17, 2020 | April 21, 2020 |
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 April 17, 2020 · Filed April 21, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, no par valueSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2020-04-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-04-17 · Exercise / conversion · Acquired 25,000 · Balance 25,000 Row 2 · 2020-04-17 · Gift · Disposed 25,000 · Balance 0 |
| Common Stock, no par valueSEC Table I · non-derivative | IndirectBy Powell Family Trust | 310,354 |
Reported balance
After 2020-04-17 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2020-04-17 · Gift · Acquired 25,000 · Balance 310,354 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.81 · Expires 2020-04-27 | Direct | 0 |
Reported balance
After 2020-04-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-04-17 · Exercise / conversion · Disposed 25,000 · Balance 0 F2: Issued in consideration of the named person's services to the issuer. F1: Became exercisable in cumulative increments of $5,000 shares on April 27, 2011, 2012, 2013, 2014, and 2015. |
Filing footnotes · ownership attribution and instrument terms
F1: Became exercisable in cumulative increments of $5,000 shares on April 27, 2011, 2012, 2013, 2014, and 2015.
F2: 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 |
|---|---|---|---|---|---|---|
| October 13, 2016 Filed Oct 17, 2016 22:09 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 30,000 | Not disclosed Strike: $1.50 | Not disclosed |
DisclosureSEC source: 0000889609-16-000057 · primary_doc.xml · derivative · entry 4 POWELL CURTIS K · CIK 0001248274 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock, no par value · 30,000 shares Expires 2016-10-25 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. F1 · derivative.exercise_date: Became exercisable as to 18,000 shares on June 10, 2010, and as to additional cumulative increments of 6,000 shares on October 25 of 2010 and 2011. Read SEC document |
| October 13, 2016 Filed Oct 17, 2016 22:09 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GiftCommon Stock, no par value | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000889609-16-000057 · primary_doc.xml · nonDerivative · entry 3 POWELL CURTIS K · CIK 0001248274 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Powell Family Trust Disclosed balance after: 242,080 Read SEC document |
| October 13, 2016 Filed Oct 17, 2016 22:09 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GiftCommon Stock, no par value | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000889609-16-000057 · primary_doc.xml · nonDerivative · entry 2 POWELL CURTIS K · CIK 0001248274 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| October 13, 2016 Filed Oct 17, 2016 22:09 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 30,000 | $1.50 | $45,000.00 |
DisclosureSEC source: 0000889609-16-000057 · primary_doc.xml · nonDerivative · entry 1 POWELL CURTIS K · CIK 0001248274 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.