Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PENSKE AUTOMOTIVE GROUP, INC.PAG · Entity 1680 | 10% owner | October 20, 2017 | October 23, 2017 |
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 October 20, 2017 · Filed October 23, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Subsidiary | 33,688,936 |
Reported balance
After 2017-10-20 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-10-20 · Purchase · Acquired 1,103,996 · Balance 33,688,936 F1: Penske Corporation also reports direct beneficial ownership of 492,185 shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Penske Corporation also reports direct beneficial ownership of 492,185 shares.
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 20, 2017 Filed Oct 23, 2017 16:48 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | PurchaseCommon Stock | 1,103,996 | $45.29 | $49,999,978.84 |
DisclosureSEC source: 0001209191-17-057754 · doc4.xml · nonDerivative · entry 1 PENSKE CORP · CIK 0000849531 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Subsidiary Disclosed balance after: 33,688,936 F1 · balance_after: Penske Corporation also reports direct beneficial ownership of 492,185 shares. Read SEC document |
| September 09, 2016 Filed Sep 12, 2016 16:03 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | PurchaseCommon Stock | 157,602 | $47.62 | $7,504,550.19 |
DisclosureSEC source: 0001209191-16-140919 · doc4.xml · nonDerivative · entry 2 PENSKE CORP · CIK 0000849531 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Subsidiary Disclosed balance after: 32,584,940 F2 · price: This transaction was executed in multiple trade prices ranging from $47.04 to $48.36. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer fully information regarding the number of shares and prices at which the transaction was effected. F3 · balance_after: Penske Corporation also reports direct beneficial ownership of 492,185 shares. Read SEC document |
| September 08, 2016 Filed Sep 12, 2016 16:03 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | PurchaseCommon Stock | 170,000 | $48.49 | $8,243,487.00 |
DisclosureSEC source: 0001209191-16-140919 · doc4.xml · nonDerivative · entry 1 PENSKE CORP · CIK 0000849531 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Subsidiary Disclosed balance after: 32,427,338 F1 · price: This transaction was executed in multiple trade prices ranging from $48.18 to $48.88. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer fully information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 07, 2016 Filed Sep 7, 2016 16:53 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | PurchaseCommon Stock | 100,000 | $47.52 | $4,752,120.00 |
DisclosureSEC source: 0001209191-16-140424 · doc4.xml · nonDerivative · entry 3 PENSKE CORP · CIK 0000849531 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Subsidiary Disclosed balance after: 32,257,338 F3 · price: This transaction was executed in multiple trade prices ranging from $47.01 to $47.77. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer fully information regarding the number of shares and prices at which the transaction was effected. F4 · balance_after: Penske Corporation also reports direct beneficial ownership of 492,185 shares. Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 16:53 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | PurchaseCommon Stock | 75,000 | $46.64 | $3,497,730.00 |
DisclosureSEC source: 0001209191-16-140424 · doc4.xml · nonDerivative · entry 2 PENSKE CORP · CIK 0000849531 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Subsidiary Disclosed balance after: 32,157,338 F2 · price: This transaction was executed in multiple trade prices ranging from $46.12 to $47.00. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer fully information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 02, 2016 Filed Sep 7, 2016 16:53 UTC | PENSKE AUTOMOTIVE GROUP, INC. PAG · Entity 1680 | PurchaseCommon Stock | 50,000 | $46.30 | $2,314,920.00 |
DisclosureSEC source: 0001209191-16-140424 · doc4.xml · nonDerivative · entry 1 PENSKE CORP · CIK 0000849531 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Subsidiary Disclosed balance after: 32,082,338 F1 · price: This transaction was executed in multiple trade prices ranging from $45.91 to $46.56. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer fully information regarding the number of shares and prices at which the transaction was effected. 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.