Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PENSKE AUTOMOTIVE GROUP, INC.PAG · Entity 1680 | Director | March 01, 2018 | March 05, 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.
PENSKE AUTOMOTIVE GROUP, INC.
Report date March 01, 2018 · Filed March 05, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock Units (Phantom Stock)SEC Table II · derivative / convertible security | Direct | 75,015.72 |
Reported balance
After 2018-03-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-03-01 · Grant · Acquired 562.16 · Balance 75,015.72 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 from 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 from 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 01, 2018 Filed Mar 5, 2018 21:38 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 562.16 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-016486 · doc4.xml · derivative · entry 1 LOVEJOY WILLIAM J · CIK 0001283649 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,015.72 Underlying: Common Stock · 562.16 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 21:10 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 4,831.08 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-065667 · doc4.xml · derivative · entry 1 LOVEJOY WILLIAM J · CIK 0001283649 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,453.56 Underlying: Common Stock · 4,831.08 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 01, 2017 Filed Dec 4, 2017 21:08 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 468.69 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-063507 · doc4.xml · derivative · entry 1 LOVEJOY WILLIAM J · CIK 0001283649 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,622.47 Underlying: Common Stock · 468.69 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 01, 2017 Filed Sep 5, 2017 20:07 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 509.54 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-051256 · doc4.xml · derivative · entry 1 LOVEJOY WILLIAM J · CIK 0001283649 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,153.78 Underlying: Common Stock · 509.54 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, 2017 Filed Jun 2, 2017 20:08 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 488.18 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-037170 · doc4.xml · derivative · entry 1 LOVEJOY WILLIAM J · CIK 0001283649 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,644.24 Underlying: Common Stock · 488.18 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, 2017 Filed Mar 2, 2017 21:55 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 400.68 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-016740 · doc4.xml · derivative · entry 1 LOVEJOY WILLIAM J · CIK 0001283649 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,156.06 Underlying: Common Stock · 400.68 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 |
| December 14, 2016 Filed Dec 15, 2016 22:35 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 4,757.72 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-155478 · doc4.xml · derivative · entry 1 LOVEJOY WILLIAM J · CIK 0001283649 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,755.39 Underlying: Common Stock · 4,757.72 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 01, 2016 Filed Dec 2, 2016 21:01 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | GrantDeferred Stock Units (Phantom Stock) · Derivative | 351.27 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-152976 · doc4.xml · derivative · entry 1 LOVEJOY WILLIAM J · CIK 0001283649 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,997.67 Underlying: Common Stock · 351.27 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.