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 |
|---|---|---|---|---|---|---|
| February 17, 2018 Filed Feb 21, 2018 23:20 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | SaleCommon Stock, no par value | 90,000 | $4.13 | $371,700.00 |
DisclosureSEC source: 0000889609-18-000013 · primary_doc.xml · nonDerivative · entry 1 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,349 Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 23:48 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: 0000889609-18-000012 · primary_doc.xml · derivative · entry 3 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 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 as to 6,000 shares on May 13, 2010, and as to additional cumulative increments of 12,000 shares on May 13, 2011 and 2012. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 23:48 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 5,423 | $4.26 | $23,101.98 |
DisclosureSEC source: 0000889609-18-000012 · primary_doc.xml · nonDerivative · entry 2 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,349 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 24,577 shares of common stock on net exercise of option to purchase 30,000 shares of common stock. The reporting person forfeited 5,423 shares of common stock underlying the option in payment of the exercise prices, using the closing stock price on February 5, 2018 of $4.26 per share. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 23:48 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 30,000 | $0.77 | $23,100.00 |
DisclosureSEC source: 0000889609-18-000012 · primary_doc.xml · nonDerivative · entry 1 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,772 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, 2018 Filed Jan 26, 2018 01:41 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | Not disclosed Strike: $1.50 | Not disclosed |
DisclosureSEC source: 0000889609-18-000005 · 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 · 20,000 shares Expires 2018-01-30 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 8,000 shares on June 10, 2010, and of 4,000 shares on January 30, 2011, 2012, and 2013. Read SEC document |
| January 23, 2018 Filed Jan 26, 2018 01:41 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 6,565 | $4.57 | $30,002.05 |
DisclosureSEC source: 0000889609-18-000005 · primary_doc.xml · nonDerivative · entry 2 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,490 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 13,435 shares of common stock on net exercise of option to purchase 20,000 shares of common stock. The reporting person forfeited 6,565 shares of common stock underlying the option in payment of the exercise prices, using the closing stock price on January 23, 2018 of $4.57 per share. Read SEC document |
| January 23, 2018 Filed Jan 26, 2018 01:41 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 20,000 | $1.50 | $30,000.00 |
DisclosureSEC source: 0000889609-18-000005 · primary_doc.xml · nonDerivative · entry 1 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,055 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 |
| July 28, 2017 Filed Aug 2, 2017 00:33 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | Not disclosed Strike: $1.50 | Not disclosed |
DisclosureSEC source: 0000889609-17-000040 · 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 · 20,000 shares Expires 2017-07-30 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 8,000 shares on June 10, 2010, and of 4,000 shares on July 30, 2010, 2011, and 2012. Read SEC document |
| July 28, 2017 Filed Aug 2, 2017 00:33 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 7,463 | $4.02 | $30,001.26 |
DisclosureSEC source: 0000889609-17-000040 · primary_doc.xml · nonDerivative · entry 2 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,324 F1 · kind: Represents a 'net exercise' of outstanding stock options. The reporting person received 12,537 shares of common stock on net exercise of option to purchase 20,000 shares of common stock. The reporting person forfeited 7,463 shares of common stock underlying the option in payment of the exercise prices, using the closing stock price on July 28, 2017 of $4.02 per share. Read SEC document |
| July 28, 2017 Filed Aug 2, 2017 00:33 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 20,000 | $1.50 | $30,000.00 |
DisclosureSEC source: 0000889609-17-000040 · primary_doc.xml · nonDerivative · entry 1 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,787 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, 2017 Filed May 19, 2017 23:48 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $4.35 | Not disclosed |
DisclosureSEC source: 0000889609-17-000024 · 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 2024-05-17 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 17, 2018, 2019, 2020 and 2021. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 22:00 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: 0000889609-17-000005 · 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 · 10,000 shares Expires 2017-02-27 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 as to 6,000 shares on June 10, 2010, and as to additional cumulative increments of 2,000 shares on February 27 of 2011 and 2012. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 22:00 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 2,847 | $5.27 | $15,003.69 |
DisclosureSEC source: 0000889609-17-000005 · primary_doc.xml · nonDerivative · entry 2 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,364 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 7,153 shares of common stock on net exercise of option to purchase 10,000 shares of common stock. The reporting person forfeited 2,847 shares of common stock underlying the option in payment of the exercise prices, using the closing stock price on February 23, 2017 of $5.27 per share. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 22:00 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 10,000 | $1.50 | $15,000.00 |
DisclosureSEC source: 0000889609-17-000005 · primary_doc.xml · nonDerivative · entry 1 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,211 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 |
| October 21, 2016 Filed Oct 25, 2016 22:34 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 40,000 | Not disclosed Strike: $1.50 | Not disclosed |
DisclosureSEC source: 0000889609-16-000065 · 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 Stoc, no par value · 40,000 shares Expires 2016-10-25 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 as to 24,000 shares on June 10, 2010, and as to additional cumulative increments of 8,000 shares on October 25 of 2010 and 2011. Read SEC document |
| October 21, 2016 Filed Oct 25, 2016 22:34 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 13,699 | $4.38 | $60,001.62 |
DisclosureSEC source: 0000889609-16-000065 · primary_doc.xml · nonDerivative · entry 2 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,413 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 26,301 shares of common stock on net exercise of option to purchase 40,000 shares of common stock. The reporting person forfeited 13,699 shares of common stock underlying the option in payment of the exercise price, using the closing stock price on October 21, 2016 of $4.38 per share. Read SEC document |
| October 21, 2016 Filed Oct 25, 2016 22:34 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 40,000 | $1.50 | $60,000.00 |
DisclosureSEC source: 0000889609-16-000065 · primary_doc.xml · nonDerivative · entry 1 TERRY CHRIS · CIK 0001244792 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,112 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.