Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PENSKE AUTOMOTIVE GROUP, INC.PAG · Entity 1680 | Director | March 03, 2020 | March 05, 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.
PENSKE AUTOMOTIVE GROUP, INC.
Report date March 03, 2020 · Filed March 05, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock Units (Phantom Stock)SEC Table II · derivative / convertible security | Direct | 12,524 |
Reported balance
After 2020-03-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-03-03 · Grant · Acquired 116 · Balance 12,524 F1: One for one. F4: Price is not relevant to this transaction. F2: These units are exercisable beginning upon the termination of the reporting person's service to the Company's Board of Directors. F3: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: One for one.
F2: These units are exercisable beginning upon the termination of the reporting person's service to the Company's Board of Directors.
F3: Not applicable.
F4: Price is not relevant to this transaction.
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 |
|---|---|---|---|---|---|---|
| March 03, 2020 Filed Mar 5, 2020 12:39 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 116 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-016455 · doc4.xml · derivative · entry 1 Penske Roger S Jr · CIK 0001311260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,524 Underlying: Common Stock · 116 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning upon the termination of the reporting person's service to the Company's Board of Directors. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| December 11, 2019 Filed Dec 13, 2019 21:30 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 4,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-060411 · doc4.xml · derivative · entry 1 Penske Roger S Jr · CIK 0001311260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,408 Underlying: Common Stock · 4,000 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning upon the termination of the reporting person's service to the Company's Board of Directors. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| December 03, 2019 Filed Dec 4, 2019 21:33 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 68 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-059064 · doc4.xml · derivative · entry 1 Penske Roger S Jr · CIK 0001311260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,408 Underlying: Common Stock · 68 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning upon the termination of the reporting person's service from the Company's Board of Directors. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| September 04, 2019 Filed Sep 6, 2019 11:43 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 78 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-048669 · doc4.xml · derivative · entry 1 Penske Roger S Jr · CIK 0001311260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,340 Underlying: Common Stock · 78 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning upon the termination of the reporting person's service from the Company's Board of Directors. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 04, 2019 Filed Jun 5, 2019 12:39 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 70 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-034616 · doc4.xml · derivative · entry 1 Penske Roger S Jr · CIK 0001311260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,262 Underlying: Common Stock · 70 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning upon the termination of the reporting person's service from the Company's Board of Directors. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 21:29 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 69.85 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-015638 · doc4.xml · derivative · entry 1 Penske Roger S Jr · CIK 0001311260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,192.79 Underlying: Common Stock · 69.85 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning upon the termination of the reporting person's service from the Company's Board of Directors. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| December 12, 2018 Filed Dec 14, 2018 21:10 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 4,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-062698 · doc4.xml · derivative · entry 1 Penske Roger S Jr · CIK 0001311260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,122.94 Underlying: Common Stock · 4,000 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning upon the termination of the reporting person's service from the Company's Board of Directors. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| December 04, 2018 Filed Dec 6, 2018 13:30 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 35.92 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-061111 · doc4.xml · derivative · entry 1 Penske Roger S Jr · CIK 0001311260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,122.94 Underlying: Common Stock · 35.92 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning upon the termination of the reporting person's service from the Company's Board of Directors. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| September 05, 2018 Filed Sep 6, 2018 20:26 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 27.79 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-049815 · doc4.xml · derivative · entry 1 Penske Roger S Jr · CIK 0001311260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,087.02 Underlying: Common Stock · 27.79 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning upon the termination of the reporting person's service from the Company's Board of Directors. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 20:22 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 29.02 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-035067 · doc4.xml · derivative · entry 1 Penske Roger S Jr · CIK 0001311260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,059.23 Underlying: Common Stock · 29.02 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning upon the termination of the reporting person's service from the Company's Board of Directors. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:41 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 30.2 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-016493 · doc4.xml · derivative · entry 1 Penske Roger S Jr · CIK 0001311260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,030.2 Underlying: Common Stock · 30.2 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning upon the termination of the reporting person's service from the Company's Board of Directors. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| December 13, 2017 Filed Dec 14, 2017 21:13 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 4,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-065672 · doc4.xml · derivative · entry 1 Penske Roger S Jr · CIK 0001311260 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires not disclosed F1 · derivative.exercise_price: One for one. F4 · price: Price is not relevant to this transaction. F2 · derivative.exercise_date: These units are exercisable beginning upon the termination of the reporting person's service from the Company's Board of Directors. F3 · derivative.expiration_date: Not Applicable. 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.