Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONSUMER PORTFOLIO SERVICES, INC.CPSS · Entity 1404 | President | August 11, 2026 | August 14, 2026 |
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 August 11, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.20 · Expires 2033-08-11 | Direct | 120,000 |
Reported balance
After 2026-08-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-11 · Grant · Acquired 120,000 · Balance 120,000 F2: Issued in consideration of the named person's services to the issuer. F1: Becomes exercisable in four equal installments on 8/11/2027, 8/11/2028, 8/11/2029, and 8/11/2030. |
Filing footnotes · ownership attribution and instrument terms
F1: Becomes exercisable in four equal installments on 8/11/2027, 8/11/2028, 8/11/2029, and 8/11/2030.
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 |
|---|---|---|---|---|---|---|
| August 11, 2026 Filed Aug 14, 2026 00:46 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (right to buy) · Derivative | 120,000 | Not disclosed Strike: $9.20 | Not disclosed |
DisclosureSEC source: 0001683168-26-006368 · ownership.xml · derivative · entry 1 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,000 Underlying: Common Stock, No Par Value · 120,000 shares Expires 2033-08-11 F2 · price: Issued in consideration of the named person's services to the issuer. F1 · derivative.exercise_date: Becomes exercisable in four equal installments on 8/11/2027, 8/11/2028, 8/11/2029, and 8/11/2030. Read SEC document |
| August 06, 2026 Filed Aug 10, 2026 22:43 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 45,829 | Not disclosed Strike: $2.47 | Not disclosed |
DisclosureSEC source: 0001683168-26-006168 · ownership.xml · derivative · entry 8 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,171 Underlying: Common Stock, No Par Value · 45,829 shares Expires 2027-06-01 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. F3 · price: Issued in consideration of the named person's services to the issuer. F4 · derivative.exercise_date: Original grant of 150,000 shares became exercisable in 4 equal installments on 6/1/2021, 6/1/2022, 6/1/2023, and 6/1/2024. Read SEC document |
| August 06, 2026 Filed Aug 10, 2026 22:43 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 90,000 | Not disclosed Strike: $3.53 | Not disclosed |
DisclosureSEC source: 0001683168-26-006168 · ownership.xml · derivative · entry 7 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 90,000 shares Expires 2026-08-08 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. F3 · price: Issued in consideration of the named person's services to the issuer. F2 · derivative.exercise_date: Became exercisable in 4 equal installments on 8/8/2020, 8/8/2021, 8/8/2022, and 8/8/2023. Read SEC document |
| August 06, 2026 Filed Aug 10, 2026 22:43 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GiftCommon Stock, no par value | 99,304 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-26-006168 · ownership.xml · nonDerivative · entry 6 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Indirect · MTRB LAVIN LIVING TRUST Disclosed balance after: 504,119 Read SEC document |
| August 06, 2026 Filed Aug 10, 2026 22:43 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GiftCommon Stock, no par value | 99,304 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-26-006168 · ownership.xml · nonDerivative · entry 5 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 06, 2026 Filed Aug 10, 2026 22:43 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 36,525 | $9.57 | $349,544.25 |
DisclosureSEC source: 0001683168-26-006168 · ownership.xml · nonDerivative · entry 4 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,304 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 24,828 shares of common stock on net exercise of option to purchase 61,353 shares of common stock. The reporting person forfeited 36,525 shares of common stock underlying the option in payment of the exercise price and tax liability using the closing stock price on August 6, 2026 of $9.57 per share. Read SEC document |
| August 06, 2026 Filed Aug 10, 2026 22:43 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 61,353 | $3.53 | $216,576.09 |
DisclosureSEC source: 0001683168-26-006168 · ownership.xml · nonDerivative · entry 3 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,829 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 |
| August 06, 2026 Filed Aug 10, 2026 22:43 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 28,647 | $3.53 | $101,123.91 |
DisclosureSEC source: 0001683168-26-006168 · ownership.xml · nonDerivative · entry 2 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,476 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 |
| August 06, 2026 Filed Aug 10, 2026 22:43 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 45,829 | $2.47 | $113,197.63 |
DisclosureSEC source: 0001683168-26-006168 · ownership.xml · nonDerivative · entry 1 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,829 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 |
| September 09, 2025 Filed Sep 12, 2025 00:04 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (right to buy) · Derivative | 120,000 | Not disclosed Strike: $8.19 | Not disclosed |
DisclosureSEC source: 0001683168-25-006894 · ownership.xml · derivative · entry 1 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,000 Underlying: Common Stock, No Par Value · 120,000 shares Expires 2032-09-09 F2 · price: Issued in consideration of the named person's services to the issuer. F1 · derivative.exercise_date: Becomes exercisable in four equal installments on 9/9/2026, 9/9/2027, 9/9/2028, and 9/9/2029. Read SEC document |
| May 08, 2025 Filed May 12, 2025 16:57 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 90,000 | Not disclosed Strike: $3.48 | Not disclosed |
DisclosureSEC source: 0001683168-25-003410 · ownership.xml · derivative · entry 6 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 90,000 shares Expires 2025-05-09 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. F3 · price: Issued in consideration of the named person's services to the issuer. F2 · derivative.exercise_date: Becomes exercisable in four equal increments on May 9, 2019, 2020, 2021, and 2022. Read SEC document |
| May 08, 2025 Filed May 12, 2025 16:57 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GiftCommon Stock, no par value | 50,936 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-25-003410 · ownership.xml · nonDerivative · entry 5 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Indirect · MTRB LAVIN LIVING TRUST Disclosed balance after: 404,815 Read SEC document |
| May 08, 2025 Filed May 12, 2025 16:57 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GiftCommon Stock, no par value | 50,936 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-25-003410 · ownership.xml · nonDerivative · entry 4 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 08, 2025 Filed May 12, 2025 16:57 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 39,064 | $9.88 | $385,952.32 |
DisclosureSEC source: 0001683168-25-003410 · ownership.xml · nonDerivative · entry 3 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,936 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 27,826 shares of common stock on net exercise of option to purchase 66,890 shares of common stock. The reporting person forfeited 39,064 shares of common stock underlying the option in payment of the exercise price and tax liability, using the closing stock price on May 08, 2025 of $9.88 per share. Read SEC document |
| May 08, 2025 Filed May 12, 2025 16:57 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 66,890 | $3.48 | $232,777.20 |
DisclosureSEC source: 0001683168-25-003410 · ownership.xml · nonDerivative · entry 2 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,000 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 |
| May 08, 2025 Filed May 12, 2025 16:57 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 23,110 | $3.48 | $80,422.80 |
DisclosureSEC source: 0001683168-25-003410 · ownership.xml · nonDerivative · entry 1 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,110 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 |
| May 17, 2024 Filed May 21, 2024 20:28 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 90,000 | Not disclosed Strike: $4.35 | Not disclosed |
DisclosureSEC source: 0001683168-24-003753 · ownership.xml · derivative · entry 5 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 90,000 shares Expires 2024-05-17 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. F3 · price: Issued in consideration of the named person's services to the issuer. F2 · derivative.exercise_date: Became exercisable in four equal installments on May 12, 2018, 2019, 2020 and 2021. Read SEC document |
| May 17, 2024 Filed May 21, 2024 20:28 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GiftCommon Stock, no par value | 34,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-24-003753 · ownership.xml · nonDerivative · entry 4 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Indirect · MTRB LAVIN LIVING TRUST Disclosed balance after: 353,879 Read SEC document |
| May 17, 2024 Filed May 21, 2024 20:28 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GiftCommon Stock, no par value | 34,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-24-003753 · ownership.xml · nonDerivative · entry 3 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 17, 2024 Filed May 21, 2024 20:28 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 55,666 | $8.60 | $478,727.60 |
DisclosureSEC source: 0001683168-24-003753 · ownership.xml · nonDerivative · entry 2 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,334 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 34,334 shares of common stock on net exercise of option to purchase 90,000 shares of common stock. The reporting person forfeited 55,666 shares of common stock underlying the option in payment of the exercise price and tax liability, using the closing stock price on May 17, 2024 of $8.60 per share. Read SEC document |
| May 17, 2024 Filed May 21, 2024 20:28 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 90,000 | $4.35 | $391,500.00 |
DisclosureSEC source: 0001683168-24-003753 · ownership.xml · nonDerivative · entry 1 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,000 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 |
| May 09, 2023 Filed May 10, 2023 23:09 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 90,000 | Not disclosed Strike: $3.48 | Not disclosed |
DisclosureSEC source: 0001683168-23-003146 · ownership.xml · derivative · entry 6 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 90,000 shares Expires 2023-05-12 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. F3 · price: Issued in consideration of the named person's services to the issuer. F2 · derivative.exercise_date: Became exercisable in cumulative increments of 22,500 shares on May 12, 2017, 2018, 2019, and 2020. Read SEC document |
| May 09, 2023 Filed May 10, 2023 23:09 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GiftCommon Stock, no par value | 64,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-23-003146 · ownership.xml · nonDerivative · entry 5 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Indirect · MTRB LAVIN LIVING TRUST Disclosed balance after: 319,545 Read SEC document |
| May 09, 2023 Filed May 10, 2023 23:09 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GiftCommon Stock, no par value | 64,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-23-003146 · ownership.xml · nonDerivative · entry 4 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 09, 2023 Filed May 10, 2023 23:09 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 45,000 | $3.48 | $156,600.00 |
DisclosureSEC source: 0001683168-23-003146 · ownership.xml · nonDerivative · entry 3 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,056 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 |
| May 09, 2023 Filed May 10, 2023 23:09 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 25,944 | $10.80 | $280,195.20 |
DisclosureSEC source: 0001683168-23-003146 · ownership.xml · nonDerivative · entry 2 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,056 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 19,056 shares of common stock on net exercise of option to purchase 45,000 shares of common stock. The reporting person forfeited 25,944 shares of common stock underlying the option in payment of the exercise price and tax liability, using the closing stock price on May 9, 2023 of $10.80 per share. Read SEC document |
| May 09, 2023 Filed May 10, 2023 23:09 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 45,000 | $3.48 | $156,600.00 |
DisclosureSEC source: 0001683168-23-003146 · ownership.xml · nonDerivative · entry 1 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,000 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 |
| January 24, 2023 Filed Jan 26, 2023 20:34 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $7.97 | Not disclosed |
DisclosureSEC source: 0001683168-23-000359 · ownership.xml · derivative · entry 8 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 60,000 shares Expires 2023-05-07 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. F4 · price: Issued in consideration of the named person's services to the issuer. F5 · derivative.exercise_date: Became exercisable in cumulative increments of 12,000 shares on May 7, 2014, 2015, 2016, 2017, and 2018. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 20:34 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 75,000 | Not disclosed Strike: $6.86 | Not disclosed |
DisclosureSEC source: 0001683168-23-000359 · ownership.xml · derivative · entry 7 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 75,000 shares Expires 2023-02-01 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. F4 · price: Issued in consideration of the named person's services to the issuer. F3 · derivative.exercise_date: Became exercisable in cumulative increments of 15,000 shares on February 1, 2014, 2015, 2016, 2017, and 2018. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 20:34 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GiftCommon Stock, No Par Value | 24,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-23-000359 · ownership.xml · nonDerivative · entry 6 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: Not disclosed Ownership: Indirect · MTRB LAVIN LIVING TRUST Disclosed balance after: 255,489 Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 20:34 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GiftCommon Stock, No Par Value | 24,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-23-000359 · ownership.xml · nonDerivative · entry 5 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 20:34 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, No Par Value | 53,852 | $9.56 | $514,825.12 |
DisclosureSEC source: 0001683168-23-000359 · ownership.xml · nonDerivative · entry 4 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,730 F2 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 6,148 shares of common stock on net exercise of option to purchase 60,000 shares of common stock. The reporting person forfeited 53,852 shares of common stock underlying the option in payment of the exercise prices and tax liability, using the closing stock price on January 24, 2023 of $9.56 per share. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 20:34 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, No Par Value | 60,000 | $7.97 | $478,200.00 |
DisclosureSEC source: 0001683168-23-000359 · ownership.xml · nonDerivative · entry 3 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,582 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 |
| January 24, 2023 Filed Jan 26, 2023 20:34 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, No Par Value | 56,418 | $9.56 | $539,356.08 |
DisclosureSEC source: 0001683168-23-000359 · ownership.xml · nonDerivative · entry 2 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,582 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 18,582 shares of common stock on net exercise of option to purchase 75,000 shares of common stock. The reporting person forfeited 56,418 shares of common stock underlying the option in payment of the exercise prices and tax liability, using the closing stock price on January 24, 2023 of $9.56 per share. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 20:34 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, No Par Value | 75,000 | $6.86 | $514,500.00 |
DisclosureSEC source: 0001683168-23-000359 · ownership.xml · nonDerivative · entry 1 Lavin Michael T. · CIK 0001463930 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 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 |
| June 24, 2022 Filed Jun 28, 2022 23:43 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (right to buy) · Derivative | 90,000 | Not disclosed Strike: $10.25 | Not disclosed |
DisclosureSEC source: 0001683168-22-004651 · ownership.xml · derivative · entry 1 Lavin Michael T. · CIK 0001463930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 Underlying: Common Stock, No Par Value · 90,000 shares Expires 2029-06-24 F2 · price: Issued in consideration of the named person's services to the issuer. F1 · derivative.exercise_date: Becomes exercisable in four equal increments on June 24, 2023, 2024, 2025, and 2026. Read SEC document |
| May 03, 2022 Filed May 5, 2022 23:49 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 90,000 | Not disclosed Strike: $6.11 | Not disclosed |
DisclosureSEC source: 0001683168-22-003244 · ownership.xml · derivative · entry 5 Lavin Michael T. · CIK 0001463930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 90,000 shares Expires 2022-05-19 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. F3 · price: Issued in consideration of the named person's service to the issuer. F2 · derivative.exercise_date: Became exercisable in cumulative increments of 22,500 shares on May 19, 2016, 2017, 2018, and 2019. Read SEC document |
| May 03, 2022 Filed May 5, 2022 23:49 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GiftCommon Stock, No Par Value | 29,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-22-003244 · ownership.xml · nonDerivative · entry 4 Lavin Michael T. · CIK 0001463930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · MTRB LAVIN LIVING TRUST Disclosed balance after: 230,759 Read SEC document |
| May 03, 2022 Filed May 5, 2022 23:49 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GiftCommon Stock, No Par Value | 29,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-22-003244 · ownership.xml · nonDerivative · entry 3 Lavin Michael T. · CIK 0001463930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 03, 2022 Filed May 5, 2022 23:49 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, No Par Value | 60,230 | $13.68 | $823,946.40 |
DisclosureSEC source: 0001683168-22-003244 · ownership.xml · nonDerivative · entry 2 Lavin Michael T. · CIK 0001463930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,770 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 29,770 shares of common stock on net exercise of option to purchase 90,000 shares of common stock. The reporting person forfeited 60,230 shares of common stock underlying the option in payment of the exercise prices and tax liability, using the closing stock price on May 3, 2022 of $13.68 per share. Read SEC document |
| May 03, 2022 Filed May 5, 2022 23:49 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, No Par Value | 90,000 | $6.11 | $549,900.00 |
DisclosureSEC source: 0001683168-22-003244 · ownership.xml · nonDerivative · entry 1 Lavin Michael T. · CIK 0001463930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 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 |
| May 02, 2022 Filed May 5, 2022 00:06 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | SaleCommon Stock, No Par Value | 30,000 | $11.80 | $354,045.00 |
DisclosureSEC source: 0001683168-22-003206 · ownership.xml · nonDerivative · entry 1 Lavin Michael T. · CIK 0001463930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · MTRB LAVIN LIVING TRUST Disclosed balance after: 200,989 F1 · price: The sales price is a weighted average price. The shares were sold in multiple transactions at prices ranging from $11.75 to $11.94, inclusive. The reporting person undertakes to provide upon request by the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| April 29, 2022 Filed May 2, 2022 22:22 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | SaleCommon Stock, No Par Value | 25,872 | $11.72 | $303,325.92 |
DisclosureSEC source: 0001683168-22-003112 · ownership.xml · nonDerivative · entry 2 Lavin Michael T. · CIK 0001463930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · MTRB LAVIN LIVING TRUST Disclosed balance after: 230,989 F2 · price: The sales price is a weighted average price. The shares were sold in multiple transactions at prices ranging from $11.50 to $12.02, inclusive. The reporting person undertakes to provide upon request by the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| April 28, 2022 Filed May 2, 2022 22:22 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | SaleCommon Stock, No Par Value | 12,088 | $11.87 | $143,489.40 |
DisclosureSEC source: 0001683168-22-003112 · ownership.xml · nonDerivative · entry 1 Lavin Michael T. · CIK 0001463930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · MTRB LAVIN LIVING TRUST Disclosed balance after: 256,861 F1 · price: The sales price is a weighted average price. The shares were sold in multiple transactions at prices ranging from $11.75 to $12.01, inclusive. The reporting person undertakes to provide upon request by the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| April 21, 2022 Filed Apr 26, 2022 00:10 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | SaleCommon Stock, No Par Value | 1,051 | $12.27 | $12,891.04 |
DisclosureSEC source: 0001683168-22-002916 · ownership.xml · nonDerivative · entry 1 Lavin Michael T. · CIK 0001463930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · MTRB LAVIN LIVING TRUST Disclosed balance after: 268,949 F1 · price: The sales price is a weighted average price. The shares were sold in multiple transactions at prices ranging from $12.25 to $12.295, inclusive. The reporting person undertakes to provide upon request by the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 23:39 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 8,400 | Not disclosed Strike: $1.94 | Not disclosed |
DisclosureSEC source: 0001683168-22-001754 · ownership.xml · derivative · entry 6 Lavin Michael T. · CIK 0001463930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 8,400 shares Expires 2022-07-16 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 service to the issuer. F3 · derivative.exercise_date: Became exercisable in cumulative increments of 2,800 shares on July 16, 2015, 2016 and 2017. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 23:39 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 21,600 | Not disclosed Strike: $1.20 | Not disclosed |
DisclosureSEC source: 0001683168-22-001754 · ownership.xml · derivative · entry 5 Lavin Michael T. · CIK 0001463930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 21,600 shares Expires 2022-04-03 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 service to the issuer. F1 · derivative.exercise_date: Became exercisable in cumulative increments of 7,200 shares on April 3, 2015, 2016 and 2017. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 23:39 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GiftCommon Stock, No Par Value | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-22-001754 · ownership.xml · nonDerivative · entry 4 Lavin Michael T. · CIK 0001463930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · MTRB LAVIN LIVING TRUST Disclosed balance after: 270,000 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 23:39 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GiftCommon Stock, No Par Value | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-22-001754 · ownership.xml · nonDerivative · entry 3 Lavin Michael T. · CIK 0001463930 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 23:39 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, No Par Value | 8,400 | $1.94 | $16,296.00 |
DisclosureSEC source: 0001683168-22-001754 · ownership.xml · nonDerivative · entry 2 Lavin Michael T. · CIK 0001463930 · Executive 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.