Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONSUMER PORTFOLIO SERVICES, INC.CPSS · Entity 1404 | Sr. Vice 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 | 60,000 |
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 60,000 · Balance 60,000 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 01:04 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $9.20 | Not disclosed |
DisclosureSEC source: 0001683168-26-006382 · ownership.xml · derivative · entry 1 Schween Steven · CIK 0001959212 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock, No Par Value · 60,000 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 |
| April 27, 2026 Filed Apr 29, 2026 23:43 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value · Derivative | 30,000 | Not disclosed Strike: $2.47 | Not disclosed |
DisclosureSEC source: 0001683168-26-003300 · ownership.xml · derivative · entry 2 Schween Steven · CIK 0001959212 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, no par value · 30,000 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. F2 · price: Issued in consideration of the named person's services to the issuer. F1 · derivative.exercise_date: Became exercisable in 4 equal installments of 7,500 shares on 6/1/2021, 6/1/2022, 6/1/2023, and 6/1/2024. Read SEC document |
| April 27, 2026 Filed Apr 29, 2026 23:43 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 30,000 | $2.47 | $74,100.00 |
DisclosureSEC source: 0001683168-26-003300 · ownership.xml · nonDerivative · entry 1 Schween Steven · CIK 0001959212 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,099 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 |
| April 07, 2026 Filed Apr 9, 2026 20:59 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value · Derivative | 30,000 | Not disclosed Strike: $3.53 | Not disclosed |
DisclosureSEC source: 0001683168-26-002783 · ownership.xml · derivative · entry 2 Schween Steven · CIK 0001959212 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, no par value · 30,000 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. F2 · price: Issued in consideration of the named person's services to the issuer. F1 · derivative.exercise_date: Became exercisable in 4 equal installments of 7,500 shares on 8/8/2020, 8/8/2021, 8/8/2022, and 8/8/2023. Read SEC document |
| April 07, 2026 Filed Apr 9, 2026 20:59 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 30,000 | $3.53 | $105,900.00 |
DisclosureSEC source: 0001683168-26-002783 · ownership.xml · nonDerivative · entry 1 Schween Steven · CIK 0001959212 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,099 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 00:06 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $8.19 | Not disclosed |
DisclosureSEC source: 0001683168-25-006900 · ownership.xml · derivative · entry 1 Schween Steven · CIK 0001959212 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock, No Par Value · 60,000 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 21, 2025 Filed May 21, 2025 22:59 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GiftCommon Stock, no par value | 8,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-25-003930 · ownership.xml · nonDerivative · entry 2 Schween Steven · CIK 0001959212 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,099 F1 · price: Bona Fide Gift. No payment was received for the gifting of shares. Read SEC document |
| May 08, 2025 Filed May 12, 2025 16:41 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 30,000 | Not disclosed Strike: $3.48 | Not disclosed |
DisclosureSEC source: 0001683168-25-003400 · ownership.xml · derivative · entry 3 Schween Steven · CIK 0001959212 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 30,000 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: Became exercisable in 4 equal installments of 7,500 shares on 5/9/2019, 5/9/2020, 5/9/2021, and 5/9/2022. Read SEC document |
| May 08, 2025 Filed May 12, 2025 16:41 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 10,567 | $9.88 | $104,401.96 |
DisclosureSEC source: 0001683168-25-003400 · ownership.xml · nonDerivative · entry 2 Schween Steven · CIK 0001959212 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,631 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 19,433 shares of common stock on net exercise of option to purchase 30,000 shares of common stock. The reporting person forfeited 10,567shares of common stock underlying the option in payment of the exercise price, using the closing stock price on May 8, 2025 of $9.88 per share. Read SEC document |
| May 08, 2025 Filed May 12, 2025 16:41 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 30,000 | $3.48 | $104,400.00 |
DisclosureSEC source: 0001683168-25-003400 · ownership.xml · nonDerivative · entry 1 Schween Steven · CIK 0001959212 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,198 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 01, 2025 Filed May 21, 2025 22:59 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GiftCommon Stock, no par value | 2,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-25-003930 · ownership.xml · nonDerivative · entry 1 Schween Steven · CIK 0001959212 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,573 F1 · price: Bona Fide Gift. No payment was received for the gifting of shares. Read SEC document |
| May 17, 2024 Filed May 21, 2024 20:25 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 30,000 | Not disclosed Strike: $4.35 | Not disclosed |
DisclosureSEC source: 0001683168-24-003745 · ownership.xml · derivative · entry 3 Schween Steven · CIK 0001959212 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 30,000 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 17, 2018, 2019, 2020 and 2021. Read SEC document |
| May 17, 2024 Filed May 21, 2024 20:25 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 16,077 | $8.60 | $138,262.20 |
DisclosureSEC source: 0001683168-24-003745 · ownership.xml · nonDerivative · entry 2 Schween Steven · CIK 0001959212 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,198 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 13,923 shares of common stock on net exercise of option to purchase 30,000 shares of common stock. The reporting person forfeited 16,077 shares of common stock underlying the option in payment of the exercise price, using the closing stock price on May 17, 2024 of $8.60 per share. Read SEC document |
| May 17, 2024 Filed May 21, 2024 20:25 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 30,000 | $4.35 | $130,500.00 |
DisclosureSEC source: 0001683168-24-003745 · ownership.xml · nonDerivative · entry 1 Schween Steven · CIK 0001959212 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,275 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, 2023 Filed May 5, 2023 00:30 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 30,000 | Not disclosed Strike: $3.48 | Not disclosed |
DisclosureSEC source: 0001683168-23-002946 · ownership.xml · derivative · entry 6 Schween Steven Howard · CIK 0001959212 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 30,000 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. F4 · price: Issued in consideration of the named person's services to the issuer. F5 · derivative.exercise_date: Became exercisable in cumulative increments of 7,500 shares on May 12, 2017, 2018, 2019, and 2020. Read SEC document |
| May 02, 2023 Filed May 5, 2023 00:30 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 15,000 | Not disclosed Strike: $7.97 | Not disclosed |
DisclosureSEC source: 0001683168-23-002946 · ownership.xml · derivative · entry 5 Schween Steven Howard · CIK 0001959212 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 15,000 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. F3 · derivative.exercise_date: Became exercisable in cumulative increments of 3,000 shares on May 7, 2014, 2015, 2016, 2017, and 2018. Read SEC document |
| May 02, 2023 Filed May 5, 2023 00:30 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 12,285 | $10.62 | $130,466.70 |
DisclosureSEC source: 0001683168-23-002946 · ownership.xml · nonDerivative · entry 4 Schween Steven Howard · CIK 0001959212 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,275 F2 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 17,715 shares of common stock on net exercise of option to purchase 30,000 shares of common stock. The reporting person forfeited 12,285 shares of common stock underlying the option in payment of the exercise prices and tax liability, using the closing stock price on May 2, 2023 of $10.62 per share. Read SEC document |
| May 02, 2023 Filed May 5, 2023 00:30 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 30,000 | $3.48 | $104,400.00 |
DisclosureSEC source: 0001683168-23-002946 · ownership.xml · nonDerivative · entry 3 Schween Steven Howard · CIK 0001959212 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,560 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, 2023 Filed May 5, 2023 00:30 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 11,258 | $10.62 | $119,559.96 |
DisclosureSEC source: 0001683168-23-002946 · ownership.xml · nonDerivative · entry 2 Schween Steven Howard · CIK 0001959212 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,560 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 3, 742 shares of common stock on net exercise of option to purchase 15,000 shares of common stock. The reporting person forfeited 11,258 shares of common stock underlying the option in payment of the exercise price, using the closing stock price on May 2, 2023 of $10.62 per share. Read SEC document |
| May 02, 2023 Filed May 5, 2023 00:30 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 15,000 | $7.97 | $119,550.00 |
DisclosureSEC source: 0001683168-23-002946 · ownership.xml · nonDerivative · entry 1 Schween Steven Howard · CIK 0001959212 · Sr. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,818 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 23, 2023 Filed Jan 25, 2023 20:55 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 12,500 | Not disclosed Strike: $6.86 | Not disclosed |
DisclosureSEC source: 0001683168-23-000326 · ownership.xml · derivative · entry 3 Schween Steven Howard · CIK 0001959212 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 12,500 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. F3 · price: Issued in consideration of the named person's services to the issuer. F2 · derivative.exercise_date: Became exercisable in cumulative increments of 2,500 shares on February 1, 2014, 2015, 2016, 2017 and 2018. Read SEC document |
| January 23, 2023 Filed Jan 25, 2023 20:55 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, No Par Value | 8,697 | $9.86 | $85,752.42 |
DisclosureSEC source: 0001683168-23-000326 · ownership.xml · nonDerivative · entry 2 Schween Steven Howard · CIK 0001959212 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,818 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 3,803 shares of common stock on net exercise of option to purchase 12,500 shares of common stock. The reporting person forfeited 8,697 shares of common stock underlying the option in payment of the exercise prices using the closing stock price on January, 23 2023 of $9.86 per share. Read SEC document |
| January 23, 2023 Filed Jan 25, 2023 20:55 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, No Par Value | 12,500 | $6.86 | $85,750.00 |
DisclosureSEC source: 0001683168-23-000326 · ownership.xml · nonDerivative · entry 1 Schween Steven Howard · CIK 0001959212 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,515 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.