organization · Reporting owner
SONIC FINANCIAL CORP
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SONIC AUTOMOTIVE INCSAH · Entity 4366 | 10% owner | September 27, 2018 | October 01, 2018 |
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 September 27, 2018 · Filed October 01, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 9,858,125 |
Reported balance
After 2018-09-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-09-27 · Purchase · Acquired 976,875 · Balance 9,858,125 F1: Shares of Sonic Automotive, Inc.'s Class B Common Stock are convertible into shares of Sonic Automotive, Inc.'s Class A Common Stock on a 1-for-1 basis at the option of the reporting person and there is no expiration date. F2: The reported securities were purchased in a private, non-market transaction. F3: Based solely on the average of the closing price of Sonic Automotive, Inc.'s Class A Common Stock for the 30-day trading period ended September 21, 2018, as reported by the New York Stock Exchange. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Sonic Automotive, Inc.'s Class B Common Stock are convertible into shares of Sonic Automotive, Inc.'s Class A Common Stock on a 1-for-1 basis at the option of the reporting person and there is no expiration date.
F2: The reported securities were purchased in a private, non-market transaction.
F3: Based solely on the average of the closing price of Sonic Automotive, Inc.'s Class A Common Stock for the 30-day trading period ended September 21, 2018, as reported by the New York Stock Exchange.
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 |
|---|---|---|---|---|---|---|
| September 27, 2018 Filed Oct 1, 2018 17:11 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | PurchaseClass B Common Stock · Derivative | 976,875 | $21.44 | $20,944,200.00 |
DisclosureSEC source: 0001209191-18-052830 · doc4.xml · derivative · entry 1 SONIC FINANCIAL CORP · CIK 0001049980 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,858,125 Underlying: Class A Common Stock · 976,875 shares Expires not disclosed F1 · derivative.exercise_price: Shares of Sonic Automotive, Inc.'s Class B Common Stock are convertible into shares of Sonic Automotive, Inc.'s Class A Common Stock on a 1-for-1 basis at the option of the reporting person and there is no expiration date. F2 · shares: The reported securities were purchased in a private, non-market transaction. F3 · price: Based solely on the average of the closing price of Sonic Automotive, Inc.'s Class A Common Stock for the 30-day trading period ended September 21, 2018, as reported by the New York Stock Exchange. F1 · derivative.exercise_date: Shares of Sonic Automotive, Inc.'s Class B Common Stock are convertible into shares of Sonic Automotive, Inc.'s Class A Common Stock on a 1-for-1 basis at the option of the reporting person and there is no expiration date. F1 · derivative.expiration_date: Shares of Sonic Automotive, Inc.'s Class B Common Stock are convertible into shares of Sonic Automotive, Inc.'s Class A Common Stock on a 1-for-1 basis at the option of the reporting person and there is no expiration date. 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.