Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONSUMER PORTFOLIO SERVICES, INC.CPSS · Entity 1404 | Exec. 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 | 90,000 |
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 90,000 · Balance 90,000 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 01:06 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (right to buy) · Derivative | 90,000 | Not disclosed Strike: $9.20 | Not disclosed |
DisclosureSEC source: 0001683168-26-006384 · ownership.xml · derivative · entry 1 TERRY CHRIS · CIK 0001244792 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,000 Underlying: Common Stock · 90,000 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 05, 2026 Filed Aug 7, 2026 16:23 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $3.53 | Not disclosed |
DisclosureSEC source: 0001683168-26-006089 · ownership.xml · derivative · entry 3 TERRY CHRIS · CIK 0001244792 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 60,000 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 four equal increments on 8/8/2020, 8/8/2021, 8/8/2022, and 8/8/2023. Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 16:23 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 27,787 | $9.18 | $255,084.66 |
DisclosureSEC source: 0001683168-26-006089 · ownership.xml · nonDerivative · entry 2 TERRY CHRIS · CIK 0001244792 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 269,212 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 32,213 shares of common stock on net exercise of option to purchase 60,000 shares of common stock. The reporting person forfeited 27,787 shares of common stock underlying the option in payment of the exercise price and tax liability, using the closing stock price on August 5, 2026 of $9.18 per share. Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 16:23 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 60,000 | $3.53 | $211,800.00 |
DisclosureSEC source: 0001683168-26-006089 · ownership.xml · nonDerivative · entry 1 TERRY CHRIS · CIK 0001244792 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 296,999 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 | 90,000 | Not disclosed Strike: $8.19 | Not disclosed |
DisclosureSEC source: 0001683168-25-006901 · ownership.xml · derivative · entry 1 TERRY CHRIS · CIK 0001244792 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,000 Underlying: Common Stock, No Par Value · 90,000 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 increments on 9/9/2026, 9/9/2027, 9/9/2028, and 9/9/2029. Read SEC document |
| May 08, 2025 Filed May 12, 2025 18:43 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $3.48 | Not disclosed |
DisclosureSEC source: 0001683168-25-003419 · ownership.xml · derivative · entry 3 TERRY CHRIS · CIK 0001244792 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 60,000 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 18:43 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 26,657 | $9.88 | $263,371.16 |
DisclosureSEC source: 0001683168-25-003419 · ownership.xml · nonDerivative · entry 2 TERRY CHRIS · CIK 0001244792 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 236,999 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 33,343 shares of common stock on net exercise of option to purchase 60,000 shares of common stock. The reporting person forfeited 26,657 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 18:43 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 60,000 | $3.48 | $208,800.00 |
DisclosureSEC source: 0001683168-25-003419 · ownership.xml · nonDerivative · entry 1 TERRY CHRIS · CIK 0001244792 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 263,656 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 |
| November 12, 2024 Filed Nov 15, 2024 00:04 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | SaleCommon Stock, No Par Value | 10,000 | $10.16 | $101,600.00 |
DisclosureSEC source: 0001683168-24-008134 · ownership.xml · nonDerivative · entry 1 TERRY CHRIS · CIK 0001244792 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203,656 Read SEC document |
| May 15, 2024 Filed May 17, 2024 21:52 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $4.35 | Not disclosed |
DisclosureSEC source: 0001683168-24-003639 · ownership.xml · derivative · entry 3 TERRY CHRIS · CIK 0001244792 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 60,000 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 15, 2024 Filed May 17, 2024 21:52 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 34,322 | $8.24 | $282,813.28 |
DisclosureSEC source: 0001683168-24-003639 · ownership.xml · nonDerivative · entry 2 TERRY CHRIS · CIK 0001244792 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,656 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 25,678 shares of common stock on net exercise of option to purchase 60,000 shares of common stock. The reporting person forfeited 34,322 shares of common stock underlying the option in payment of the exercise price and tax liability, using the closing stock price on May 15, 2024 of $8.24 per share. Read SEC document |
| May 15, 2024 Filed May 17, 2024 21:52 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 60,000 | $4.35 | $261,000.00 |
DisclosureSEC source: 0001683168-24-003639 · ownership.xml · nonDerivative · entry 1 TERRY CHRIS · CIK 0001244792 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 247,978 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 11, 2023 Filed May 15, 2023 22:59 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $3.48 | Not disclosed |
DisclosureSEC source: 0001683168-23-003432 · ownership.xml · derivative · entry 3 TERRY CHRIS · CIK 0001244792 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 60,000 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 15,000 shares on May 12, 2017, 2018, 2019 and 2020. Read SEC document |
| May 11, 2023 Filed May 15, 2023 22:59 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 24,115 | $10.91 | $263,094.65 |
DisclosureSEC source: 0001683168-23-003432 · ownership.xml · nonDerivative · entry 2 TERRY CHRIS · CIK 0001244792 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,978 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 35,885 shares of common stock on net exercise of option to purchase 60,000 shares of common stock. The reporting person forfeited 24,115 shares of common stock underlying the option in payment of the exercise price and tax liability, using the closing stock price on May 11, 2023 of $10.91 per share. Read SEC document |
| May 11, 2023 Filed May 15, 2023 22:59 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 60,000 | $3.48 | $208,800.00 |
DisclosureSEC source: 0001683168-23-003432 · ownership.xml · nonDerivative · entry 1 TERRY CHRIS · CIK 0001244792 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,093 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 01:29 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: 0001683168-23-002950 · ownership.xml · derivative · entry 3 TERRY CHRIS · CIK 0001244792 · Exec. Vice President 10b5-1 filing: No plan indicated 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. F3 · price: Issued in consideration of the named person's services to the issuer. F2 · derivative.exercise_date: Became exercisable in cumulative increments of 12,000 shares on May 7, 2014, 2015, 2016, 2017, and 2018. Read SEC document |
| May 02, 2023 Filed May 5, 2023 01:29 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 48,512 | $10.62 | $515,197.44 |
DisclosureSEC source: 0001683168-23-002950 · ownership.xml · nonDerivative · entry 2 TERRY CHRIS · CIK 0001244792 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,093 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 11,488 shares of common stock on net exercise of option to purchase 60,000 shares of common stock. The reporting person forfeited 48,512 shares of common stock underlying the option in payment of the exercise price 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 01:29 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 60,000 | $7.97 | $478,200.00 |
DisclosureSEC source: 0001683168-23-002950 · ownership.xml · nonDerivative · entry 1 TERRY CHRIS · CIK 0001244792 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,605 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 27, 2023 Filed Jan 31, 2023 19:00 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $6.86 | Not disclosed |
DisclosureSEC source: 0001683168-23-000447 · ownership.xml · derivative · entry 3 TERRY CHRIS · CIK 0001244792 · Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 60,000 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. F3 · price: Issued in consideration of the named person's services to the issuer. F2 · derivative.exercise_date: Became exercisable in cumulative increments of 12,000 shares on February 1, 2014, 2015, 2016, 2017, and 2018. Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 19:00 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, No Par Value | 43,203 | $9.66 | $417,340.98 |
DisclosureSEC source: 0001683168-23-000447 · ownership.xml · nonDerivative · entry 2 TERRY CHRIS · CIK 0001244792 · Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,605 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 16,797 shares of common stock on net exercise of option to purchase 60,000 shares of common stock. The reporting person forfeited 43,203 shares of common stock underlying the option in payment of the exercise prices and tax liability, using the closing stock price on January 27, 2023 of $9.66 per share. Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 19:00 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, No Par Value | 60,000 | $6.86 | $411,600.00 |
DisclosureSEC source: 0001683168-23-000447 · ownership.xml · nonDerivative · entry 1 TERRY CHRIS · CIK 0001244792 · Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,808 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 |
| November 03, 2022 Filed Nov 7, 2022 22:43 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 17,500 | Not disclosed Strike: $3.72 | Not disclosed |
DisclosureSEC source: 0001683168-22-007367 · ownership.xml · derivative · entry 2 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 17,500 shares Expires 2022-11-08 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. F1 · price: Issued in consideration of the named person's services to the issuer. Read SEC document |
| November 03, 2022 Filed Nov 7, 2022 22:43 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, No Par Value | 17,500 | $3.72 | $65,100.00 |
DisclosureSEC source: 0001683168-22-007367 · ownership.xml · nonDerivative · entry 1 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,808 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 16, 2022 Filed Aug 19, 2022 01:03 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | SaleCommon Stock, no par value | 8,591 | $13.96 | $119,930.36 |
DisclosureSEC source: 0001683168-22-005915 · ownership.xml · nonDerivative · entry 1 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,308 F1 · price: The sales price is a weighted average price. The shares were sold in multiple transactions at prices ranging from $13.9 to $14.245, 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 |
| June 24, 2022 Filed Jun 28, 2022 23:40 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $10.25 | Not disclosed |
DisclosureSEC source: 0001683168-22-004645 · ownership.xml · derivative · entry 1 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock, No Par Value · 60,000 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 |
| February 28, 2022 Filed Mar 1, 2022 22:37 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 14,000 | Not disclosed Strike: $1.94 | Not disclosed |
DisclosureSEC source: 0001683168-22-001367 · ownership.xml · derivative · entry 7 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 14,000 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. F4 · derivative.exercise_date: Became exercisable in cumulative increments of 2,800 shares on July 16, 2013, 2014, 2015, 2016, and 2017. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 22:37 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 36,000 | Not disclosed Strike: $1.20 | Not disclosed |
DisclosureSEC source: 0001683168-22-001367 · ownership.xml · derivative · entry 6 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 36,000 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. F3 · derivative.exercise_date: Became exercisable in increments of 7,200 shares on April 3, 2013, 2014, 2015, 2016, and 2017. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 22:37 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, No Par Value | 14,000 | $1.94 | $27,160.00 |
DisclosureSEC source: 0001683168-22-001367 · ownership.xml · nonDerivative · entry 4 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,899 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 |
| February 28, 2022 Filed Mar 1, 2022 22:37 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, No Par Value | 36,000 | $1.20 | $43,200.00 |
DisclosureSEC source: 0001683168-22-001367 · ownership.xml · nonDerivative · entry 3 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,899 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 |
| February 25, 2022 Filed Mar 1, 2022 22:37 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $6.11 | Not disclosed |
DisclosureSEC source: 0001683168-22-001367 · ownership.xml · derivative · entry 5 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 60,000 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. F2 · price: Issued in consideration of the named person's service to the issuer. F1 · derivative.exercise_date: Became exercisable in cumulative increments of 15,000 shares on May 19, 2016, 2017, 2018, and 2019. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 22:37 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, No Par Value | 37,721 | $12.00 | $452,652.00 |
DisclosureSEC source: 0001683168-22-001367 · ownership.xml · nonDerivative · entry 2 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,899 Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 22:37 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, No Par Value | 60,000 | $6.11 | $366,600.00 |
DisclosureSEC source: 0001683168-22-001367 · ownership.xml · nonDerivative · entry 1 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,620 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 |
| November 17, 2021 Filed Nov 19, 2021 22:07 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | Not disclosed Strike: $1.50 | Not disclosed |
DisclosureSEC source: 0001683168-21-005864 · ownership.xml · derivative · entry 4 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 10,000 shares Expires 2021-11-23 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. F1 · price: Issued in consideration of the named person's service to the issuer. Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 22:07 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, No Par Value | 2,737 | $8.68 | $23,757.16 |
DisclosureSEC source: 0001683168-21-005864 · ownership.xml · nonDerivative · entry 3 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,620 Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 22:07 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, No Par Value | 5,000 | $1.75 | $8,750.00 |
DisclosureSEC source: 0001683168-21-005864 · ownership.xml · nonDerivative · entry 2 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,357 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 |
| November 17, 2021 Filed Nov 19, 2021 22:07 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, No Par Value | 10,000 | $1.50 | $15,000.00 |
DisclosureSEC source: 0001683168-21-005864 · ownership.xml · nonDerivative · entry 1 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,357 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 |
| November 07, 2021 Filed Nov 19, 2021 22:07 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | Not disclosed Strike: $1.75 | Not disclosed |
DisclosureSEC source: 0001683168-21-005864 · ownership.xml · derivative · entry 5 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 5,000 shares Expires 2021-11-23 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. F1 · price: Issued in consideration of the named person's service to the issuer. Read SEC document |
| August 03, 2021 Filed Aug 6, 2021 11:53 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $4.95 | Not disclosed |
DisclosureSEC source: 0001683168-21-003309 · ownership.xml · derivative · entry 1 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock, no par value · 60,000 shares Expires 2028-08-03 F2 · price: Issued in consideration of the named person's service to the issuer. F1 · derivative.exercise_date: Becomes exercisable in four equal increments on August 3, 2022, 2023, 2024 and 2025 Read SEC document |
| May 27, 2021 Filed Jun 2, 2021 01:47 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 50,000 | Not disclosed Strike: $1.03 | Not disclosed |
DisclosureSEC source: 0001683168-21-002302 · ownership.xml · derivative · entry 3 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, no par value · 50,000 shares Expires 2021-06-03 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. F3 · price: Issued in consideration of the named person's services to the issuer. F2 · derivative.exercise_date: Became exercisable in cumulative increments of 10,000 shares on June 3, 2012, 2013, 2014, 2015 and 2016. Read SEC document |
| May 27, 2021 Filed Jun 2, 2021 01:47 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 10,935 | $4.71 | $51,503.85 |
DisclosureSEC source: 0001683168-21-002302 · ownership.xml · nonDerivative · entry 2 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,890 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 39,065 shares of common stock on net exercise of option to purchase 50,000 shares of common stock. The reporting person forfeited 10,935 shares of common stock underlying the option in payment of the exercise prices, using the closing stock price on May 27, 2021 of $4.71 per share. Read SEC document |
| May 27, 2021 Filed Jun 2, 2021 01:47 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 50,000 | $1.03 | $51,500.00 |
DisclosureSEC source: 0001683168-21-002302 · ownership.xml · nonDerivative · entry 1 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,825 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 01, 2020 Filed Jun 3, 2020 19:13 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $2.47 | Not disclosed |
DisclosureSEC source: 0000889609-20-000019 · primary_doc.xml · derivative · entry 1 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock, No Par Value · 60,000 shares Expires 2027-06-01 F2 · price: Issued in consideration of the named person's service to the issuer. F1 · derivative.exercise_date: Becomes exercisable in 25% cumulative increments on June 1 of 2021, 2022, 2023, and 2024. Read SEC document |
| April 24, 2020 Filed Apr 28, 2020 20:41 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 25,000 | Not disclosed Strike: $1.81 | Not disclosed |
DisclosureSEC source: 0000889609-20-000004 · primary_doc.xml · derivative · entry 3 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, no par value · 25,000 shares Expires 2020-04-27 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 5,000 shares on April 27, 2011, 2012, 2013, 2014, and 2015. Read SEC document |
| April 24, 2020 Filed Apr 28, 2020 20:41 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 16,047 | $2.82 | $45,252.54 |
DisclosureSEC source: 0000889609-20-000004 · primary_doc.xml · nonDerivative · entry 2 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,302 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 8,953 shares of common stock on net exercise of option to purchase 25,000 shares of common stock. The reporting person forfeited 16,047 shares of common stock underlying the option in payment of the exercise prices, using the closing stock price on April 24, 2020 of $2.82 per share. Read SEC document |
| April 24, 2020 Filed Apr 28, 2020 20:41 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 25,000 | $1.81 | $45,250.00 |
DisclosureSEC source: 0000889609-20-000004 · primary_doc.xml · nonDerivative · entry 1 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,349 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 08, 2019 Filed Aug 13, 2019 00:58 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (Right to Buy) · Derivative | 60,000 | Not disclosed Strike: $3.53 | Not disclosed |
DisclosureSEC source: 0000889609-19-000017 · primary_doc.xml · derivative · entry 1 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock, no par value · 60,000 shares Expires 2026-08-08 F2 · price: Issued in consideration of the named person's services to the issuer. F1 · derivative.exercise_date: Becomes exercisable in cumulative installments of 25% of the shares shown, on 08/08/2020, 08/08/2021, 08/08/2022 and 08/08/2023. Read SEC document |
| May 06, 2019 Filed May 8, 2019 21:51 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 30,000 | Not disclosed Strike: $0.77 | Not disclosed |
DisclosureSEC source: 0000889609-19-000002 · primary_doc.xml · derivative · entry 3 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 30,000 shares Expires 2019-05-13 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 5 equal installments of 12,000 shares on 5/13/10, 5/13/11, 5/13/12, 5/13/13 and 5/13/14. Read SEC document |
| May 06, 2019 Filed May 8, 2019 21:51 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 6,489 | $3.56 | $23,100.84 |
DisclosureSEC source: 0000889609-19-000002 · primary_doc.xml · nonDerivative · entry 2 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,860 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 23,511 shares of common stock on net exercise of option to purchase 30,000 shares of common stock. The reporting person forfeited 6,489 shares of common stock underlying the option in payment of the exercise prices, using the closing stock price on May 6, 2019 of $3.56 per share. Read SEC document |
| May 06, 2019 Filed May 8, 2019 21:51 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 30,000 | $0.77 | $23,100.00 |
DisclosureSEC source: 0000889609-19-000002 · primary_doc.xml · nonDerivative · entry 1 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,349 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, 2018 Filed May 11, 2018 23:03 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $3.48 | Not disclosed |
DisclosureSEC source: 0001683168-18-001290 · terry_f4.xml · derivative · entry 1 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock, No Par Value · 60,000 shares Expires 2025-05-09 F2 · price: Issued in consideration of the named person's service to the issuer. F1 · derivative.exercise_date: Becomes exercisable in four equal increments on May 9, 2019, 2020, 2021, and 2022. 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.