Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SONIC AUTOMOTIVE INCSAH · Entity 4366 | EVP and CFO | June 02, 2026 | June 03, 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.
SONIC AUTOMOTIVE INC
Report date June 02, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 133,952 |
Reported balance
After 2026-06-02 transaction · row 1
1 source rowRow 1 · 2026-06-02 · Sale · Disposed 5,061 · Balance 133,952 F1: Shares sold pursuant to pre-established 10b5-1 Trading Plan. |
| Class A Common StockSEC Table I · non-derivative | Indirectby Bucknell Avenue, LLC | 12,129 |
Reported balance
Holding disclosure · report date 2026-06-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,129 F2: The reporting person disclaims beneficial ownership of such shares of Sonic Automotive, Inc.'s Class A Common Stock, except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold pursuant to pre-established 10b5-1 Trading Plan.
F2: The reporting person disclaims beneficial ownership of such shares of Sonic Automotive, Inc.'s Class A Common Stock, except to the extent of his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| June 02, 2026 Filed Jun 3, 2026 20:03 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 5,061 | $85.00 | $430,185.00 |
DisclosureSEC source: 0001574017-26-000005 · wk-form4_1780516990.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 133,952 F1 · kind: Shares sold pursuant to pre-established 10b5-1 Trading Plan. Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 20:07 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 9,526 | $85.00 | $809,710.00 |
DisclosureSEC source: 0001574017-26-000003 · wk-form4_1780344470.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 139,013 F1 · kind: Shares sold pursuant to pre-established 10b5-1 Trading Plan. Read SEC document |
| May 06, 2026 Filed May 6, 2026 20:06 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantPerformance-Based Restricted Stock Units · Derivative | 26,183 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-031247 · wk-form4_1778097995.xml · derivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,798 Underlying: Class A Common Stock · 26,183 shares Expires not disclosed F1 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive, upon the satisfaction of certain performance criteria, one share of Class A Common Stock, the equivalent cash value, or a combination of both, at the option and sole discretion of the Compensation Committee of Sonic Automotive, Inc. F2 · derivative.exercise_date: If the performance criteria are met, this award will vest in three installments, with twenty-five percent (25%) of the units vesting on March 31, 2027, thirty percent (30%) of the units vesting on February 11, 2028, and forty-five percent (45%) of the units vesting on February 11, 2029. F2 · derivative.expiration_date: If the performance criteria are met, this award will vest in three installments, with twenty-five percent (25%) of the units vesting on March 31, 2027, thirty percent (30%) of the units vesting on February 11, 2028, and forty-five percent (45%) of the units vesting on February 11, 2029. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 19:05 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 5,872 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-023068 · wk-form4_1775156718.xml · derivative · entry 4 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,615 Underlying: Class A Common Stock · 5,872 shares Expires not disclosed 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 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive, upon the satisfaction of certain performance criteria, one share of Class A Common Stock, the equivalent cash value, or a combination of both, at the option and sole discretion of the Compensation Committee of the Board of Directors of Sonic Automotive, Inc. F1 · price: On February 5, 2025, the reporting person was granted 23,487 performance-based restricted stock units that, if the performance criteria are met, vest in three annual installments, with twenty-five percent (25%) of the units vesting on March 31, 2026, thirty percent (30%) of the units vesting on February 5, 2027, and forty-five percent (45%) of the units vesting on February 5, 2028. On March 31, 2026, 5,872 performance-based restricted stock units vested and were settled in cash. F1 · derivative.exercise_date: On February 5, 2025, the reporting person was granted 23,487 performance-based restricted stock units that, if the performance criteria are met, vest in three annual installments, with twenty-five percent (25%) of the units vesting on March 31, 2026, thirty percent (30%) of the units vesting on February 5, 2027, and forty-five percent (45%) of the units vesting on February 5, 2028. On March 31, 2026, 5,872 performance-based restricted stock units vested and were settled in cash. F1 · derivative.expiration_date: On February 5, 2025, the reporting person was granted 23,487 performance-based restricted stock units that, if the performance criteria are met, vest in three annual installments, with twenty-five percent (25%) of the units vesting on March 31, 2026, thirty percent (30%) of the units vesting on February 5, 2027, and forty-five percent (45%) of the units vesting on February 5, 2028. On March 31, 2026, 5,872 performance-based restricted stock units vested and were settled in cash. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 19:05 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Disposition to issuerClass A Common Stock | 5,872 | $68.57 | $402,643.04 |
DisclosureSEC source: 0001628280-26-023068 · wk-form4_1775156718.xml · nonDerivative · entry 2 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,539 Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 19:05 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 5,872 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-023068 · wk-form4_1775156718.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,411 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: On February 5, 2025, the reporting person was granted 23,487 performance-based restricted stock units that, if the performance criteria are met, vest in three annual installments, with twenty-five percent (25%) of the units vesting on March 31, 2026, thirty percent (30%) of the units vesting on February 5, 2027, and forty-five percent (45%) of the units vesting on February 5, 2028. On March 31, 2026, 5,872 performance-based restricted stock units vested and were settled in cash. Read SEC document |
| February 08, 2026 Filed Feb 10, 2026 19:49 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 4,167 | $62.46 | $260,270.82 |
DisclosureSEC source: 0001628280-26-006779 · wk-form4_1770752955.xml · nonDerivative · entry 2 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,539 F1 · shares: Represents shares delivered by the reporting person to Sonic Automotive, Inc. to satisfy withholding tax obligations due upon vesting of restricted stock units. Read SEC document |
| February 07, 2026 Filed Feb 10, 2026 19:49 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 5,020 | $62.46 | $313,549.20 |
DisclosureSEC source: 0001628280-26-006779 · wk-form4_1770752955.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,706 F1 · shares: Represents shares delivered by the reporting person to Sonic Automotive, Inc. to satisfy withholding tax obligations due upon vesting of restricted stock units. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:01 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 4,162 | $56.96 | $237,067.52 |
DisclosureSEC source: 0001043509-25-000012 · wk-form4_1743624108.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,726 F1 · shares: Represents shares delivered by the reporting person to Sonic Automotive, Inc. to satisfy withholding tax obligations due upon vesting of restricted stock units. Read SEC document |
| February 09, 2025 Filed Feb 11, 2025 22:06 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 6,277 | $72.97 | $458,032.69 |
DisclosureSEC source: 0001628280-25-004931 · wk-form4_1739311560.xml · nonDerivative · entry 2 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,888 F1 · shares: Represents shares delivered by the reporting person to Sonic Automotive, Inc. to satisfy withholding tax obligations due upon vesting of restricted stock units. Read SEC document |
| February 08, 2025 Filed Feb 11, 2025 22:06 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 2,856 | $72.97 | $208,402.32 |
DisclosureSEC source: 0001628280-25-004931 · wk-form4_1739311560.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,165 F1 · shares: Represents shares delivered by the reporting person to Sonic Automotive, Inc. to satisfy withholding tax obligations due upon vesting of restricted stock units. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 21:08 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantPerformance-Based Restricted Stock Units · Derivative | 23,487 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-004428 · wk-form4_1738962473.xml · derivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,487 Underlying: Class A Common Stock · 23,487 shares Expires not disclosed F1 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive, upon the satisfaction of certain performance criteria, one share of Class A Common Stock, the equivalent cash value, or a combination of both, at the option and sole discretion of the Compensation Committee of Sonic Automotive, Inc. F2 · derivative.exercise_date: If the performance criteria are met, this award will vest in three annual installments, with twenty-five percent (25%) of the units vesting on March 31, 2026, thirty percent (30%) of the units vesting on February 5, 2027, and forty-five percent (45%) of the units vesting on February 5, 2028. F2 · derivative.expiration_date: If the performance criteria are met, this award will vest in three annual installments, with twenty-five percent (25%) of the units vesting on March 31, 2026, thirty percent (30%) of the units vesting on February 5, 2027, and forty-five percent (45%) of the units vesting on February 5, 2028. Read SEC document |
| October 28, 2024 Filed Oct 31, 2024 14:53 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GiftClass A Common Stock | 2,597 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-044462 · wk-form4_1730386379.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,021 Read SEC document |
| July 18, 2024 Filed Jul 18, 2024 21:32 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 19,827 | $60.00 | $1,189,620.00 |
DisclosureSEC source: 0001043509-24-000061 · wk-form4_1721338334.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 173,618 F1 · kind: Shares sold pursuant to pre-established 10b5-1 Trading Plan. Read SEC document |
| June 12, 2024 Filed Jun 14, 2024 20:05 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 2,480 | $60.00 | $148,811.66 |
DisclosureSEC source: 0001043509-24-000058 · wk-form4_1718395533.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 193,445 F1 · kind: Shares sold pursuant to pre-established 10b5-1 Trading Plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $60.00 per share to $60.11 per share. The price reported reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 21:41 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 2,343 | $56.94 | $133,410.42 |
DisclosureSEC source: 0001043509-24-000037 · wk-form4_1712094064.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,925 F1 · shares: Represents shares delivered by the reporting person to Sonic Automotive, Inc. to satisfy withholding tax obligations due upon vesting of restricted stock units. Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 21:06 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Disposition to issuerClass A Common Stock | 9,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001043509-24-000019 · wk-form4_1708031187.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,268 F1 · shares: Represents the forfeiture of restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Stock Incentive Plan on February 8, 2023 based on the achievement of performance criteria for fiscal year 2023. Read SEC document |
| February 10, 2024 Filed Feb 13, 2024 21:26 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 6,020 | $57.25 | $344,645.00 |
DisclosureSEC source: 0001043509-24-000015 · wk-form4_1707859561.xml · nonDerivative · entry 2 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,059 F1 · shares: Represents shares delivered by the reporting person to Sonic Automotive, Inc. to satisfy withholding tax obligations due upon vesting of restricted stock units. Read SEC document |
| February 09, 2024 Filed Feb 13, 2024 21:26 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 4,240 | $57.25 | $242,740.00 |
DisclosureSEC source: 0001043509-24-000015 · wk-form4_1707859561.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,079 F1 · shares: Represents shares delivered by the reporting person to Sonic Automotive, Inc. to satisfy withholding tax obligations due upon vesting of restricted stock units. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 00:15 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 38,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001043509-24-000005 · wk-form4_1707437697.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,319 F1 · shares: Represents shares of Class A Common Stock issuable upon conversion of restricted stock units granted by the Compensation Committee of Sonic Automotive, Inc. pursuant to the Sonic Automotive, Inc. 2012 Stock Incentive Plan. The restricted stock units may only be settled in shares of Class A Common Stock and are subject to forfeiture based on the satisfaction of performance criteria for fiscal year 2024. If the performance criteria are met, this award will vest in three annual installments, with twenty-five percent (25%) of the shares vesting on March 31, 2025, thirty percent (30%) of the shares vesting on February 7, 2026, and forty-five percent (45%) of the shares vesting on February 7, 2027. Read SEC document |
| September 14, 2023 Filed Sep 14, 2023 20:36 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionOptions to purchase · Derivative | 34,186 | $0.00 Strike: $16.76 | $0.00 |
DisclosureSEC source: 0001209191-23-049440 · doc4.xml · derivative · entry 4 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 34,186 shares Expires 2030-04-10 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 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023. F4 · derivative.exercise_date: The date indicated is the grant date, and the options vest in three equal annual installments on the anniversary of the grant date, subject to continued employment requirements and compliance with certain restrictive covenants. Read SEC document |
| September 14, 2023 Filed Sep 14, 2023 20:36 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 34,186 | $54.01 | $1,846,249.12 |
DisclosureSEC source: 0001209191-23-049440 · doc4.xml · nonDerivative · entry 2 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 168,622 F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023. F2 · price: This transaction was executed in multiple trades at prices ranging from $54.00 per share to $54.06 per share. The price reported reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| September 14, 2023 Filed Sep 14, 2023 20:36 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 34,186 | $16.76 | $572,957.36 |
DisclosureSEC source: 0001209191-23-049440 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 202,808 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. F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023. Read SEC document |
| September 06, 2023 Filed Sep 8, 2023 20:52 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionOptions to purchase · Derivative | 3,800 | $0.00 Strike: $16.76 | $0.00 |
DisclosureSEC source: 0001209191-23-048800 · doc4.xml · derivative · entry 4 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 34,186 Underlying: Class A Common Stock · 3,800 shares Expires 2030-04-10 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 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023. F3 · derivative.exercise_date: The date indicated is the grant date, and the options vest in three equal installments on the anniversary of the grant date, subject to continued employment requirements and compliance with certain restrictive covenants. Read SEC document |
| September 06, 2023 Filed Sep 8, 2023 20:52 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 3,800 | $54.00 | $205,200.00 |
DisclosureSEC source: 0001209191-23-048800 · doc4.xml · nonDerivative · entry 2 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 168,622 F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023. Read SEC document |
| September 06, 2023 Filed Sep 8, 2023 20:52 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 3,800 | $16.76 | $63,688.00 |
DisclosureSEC source: 0001209191-23-048800 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 172,422 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 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023. Read SEC document |
| August 31, 2023 Filed Sep 1, 2023 20:12 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionOptions to purchase · Derivative | 100 | $0.00 Strike: $16.76 | $0.00 |
DisclosureSEC source: 0001209191-23-047946 · doc4.xml · derivative · entry 7 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,986 Underlying: Class A Common Stock · 100 shares Expires 2030-04-10 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 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023. F3 · derivative.exercise_date: The date indicated is the grant date, and the options vest in three equal annual installments on the anniversary of the grant date, subject to continued employment requirements and compliance with certain restrictive covenants. Read SEC document |
| August 31, 2023 Filed Sep 1, 2023 20:12 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 100 | $54.06 | $5,406.00 |
DisclosureSEC source: 0001209191-23-047946 · doc4.xml · nonDerivative · entry 4 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 168,622 F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023. Read SEC document |
| August 31, 2023 Filed Sep 1, 2023 20:12 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 100 | $16.76 | $1,676.00 |
DisclosureSEC source: 0001209191-23-047946 · doc4.xml · nonDerivative · entry 3 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 168,722 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 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 20:12 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionOptions to purchase · Derivative | 1,509 | $0.00 Strike: $16.76 | $0.00 |
DisclosureSEC source: 0001209191-23-047946 · doc4.xml · derivative · entry 6 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,086 Underlying: Class A Common Stock · 1,509 shares Expires 2030-04-10 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 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023. F3 · derivative.exercise_date: The date indicated is the grant date, and the options vest in three equal annual installments on the anniversary of the grant date, subject to continued employment requirements and compliance with certain restrictive covenants. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 20:12 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 1,509 | $54.00 | $81,486.00 |
DisclosureSEC source: 0001209191-23-047946 · doc4.xml · nonDerivative · entry 2 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 168,622 F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 20:12 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 1,509 | $16.76 | $25,290.84 |
DisclosureSEC source: 0001209191-23-047946 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 170,131 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 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan entered into on February 17, 2023. Read SEC document |
| July 19, 2023 Filed Jul 21, 2023 21:30 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionOptions to purchase · Derivative | 5,473 | $0.00 Strike: $16.76 | $0.00 |
DisclosureSEC source: 0001209191-23-043151 · doc4.xml · derivative · entry 4 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,595 Underlying: Class A Common Stock · 5,473 shares Expires 2030-04-10 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 · derivative.exercise_date: The date indicated is the grant date, and the options vest in three equal annual installments on the anniversary of the grant date, subject to continued employment requirements and compliance with certain restrictive covenants. Read SEC document |
| July 19, 2023 Filed Jul 21, 2023 21:30 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 5,473 | $54.06 | $295,843.02 |
DisclosureSEC source: 0001209191-23-043151 · doc4.xml · nonDerivative · entry 2 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,622 F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $54.00 per share to $54.56 per share. The price reported reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| July 19, 2023 Filed Jul 21, 2023 21:30 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 5,473 | $16.76 | $91,727.48 |
DisclosureSEC source: 0001209191-23-043151 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,095 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 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan. Read SEC document |
| April 18, 2023 Filed Apr 18, 2023 21:45 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionOptions to purchase · Derivative | 3,500 | $0.00 Strike: $16.76 | $0.00 |
DisclosureSEC source: 0001209191-23-024715 · doc4.xml · derivative · entry 10 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,068 Underlying: Class A Common Stock · 3,500 shares Expires 2030-04-10 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. F6 · derivative.exercise_date: The date indicated is the grant date, and the options vest in three equal annual installments on the anniversary of the grant date, subject to continued employment requirements and compliance with certain restrictive covenants. Read SEC document |
| April 18, 2023 Filed Apr 18, 2023 21:45 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 3,500 | $54.07 | $189,259.00 |
DisclosureSEC source: 0001209191-23-024715 · doc4.xml · nonDerivative · entry 6 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,622 F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan. F4 · price: This transaction was executed in multiple trades at prices ranging from $54.00 per share to $54.32 per share. The price reported reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| April 18, 2023 Filed Apr 18, 2023 21:45 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 3,500 | $16.76 | $58,660.00 |
DisclosureSEC source: 0001209191-23-024715 · doc4.xml · nonDerivative · entry 5 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,122 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 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan. Read SEC document |
| April 17, 2023 Filed Apr 18, 2023 21:45 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionOptions to purchase · Derivative | 7,589 | $0.00 Strike: $16.76 | $0.00 |
DisclosureSEC source: 0001209191-23-024715 · doc4.xml · derivative · entry 9 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,568 Underlying: Class A Common Stock · 7,589 shares Expires 2030-04-10 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. F6 · derivative.exercise_date: The date indicated is the grant date, and the options vest in three equal annual installments on the anniversary of the grant date, subject to continued employment requirements and compliance with certain restrictive covenants. Read SEC document |
| April 17, 2023 Filed Apr 18, 2023 21:45 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 7,589 | $54.00 | $409,813.59 |
DisclosureSEC source: 0001209191-23-024715 · doc4.xml · nonDerivative · entry 4 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,622 F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan. F3 · price: This transaction was executed in multiple trades at prices ranging from $54.00 per share to $54.01 per share. The price reported reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| April 17, 2023 Filed Apr 18, 2023 21:45 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 7,589 | $16.76 | $127,191.64 |
DisclosureSEC source: 0001209191-23-024715 · doc4.xml · nonDerivative · entry 3 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,211 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. F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan. Read SEC document |
| April 14, 2023 Filed Apr 18, 2023 21:45 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionOptions to purchase · Derivative | 11,336 | $0.00 Strike: $16.76 | $0.00 |
DisclosureSEC source: 0001209191-23-024715 · doc4.xml · derivative · entry 8 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,157 Underlying: Class A Common Stock · 11,336 shares Expires 2030-04-10 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. F6 · derivative.exercise_date: The date indicated is the grant date, and the options vest in three equal annual installments on the anniversary of the grant date, subject to continued employment requirements and compliance with certain restrictive covenants. Read SEC document |
| April 14, 2023 Filed Apr 18, 2023 21:45 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 11,336 | $54.02 | $612,359.38 |
DisclosureSEC source: 0001209191-23-024715 · doc4.xml · nonDerivative · entry 2 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,622 F1 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $54.00 per share to $54.32 per share. The price reported reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| April 14, 2023 Filed Apr 18, 2023 21:45 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 11,336 | $16.76 | $189,991.36 |
DisclosureSEC source: 0001209191-23-024715 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,958 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 · kind: Stock options exercised and corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 12:13 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 3,507 | $54.34 | $190,570.38 |
DisclosureSEC source: 0001209191-23-022463 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,622 F1 · shares: Represents shares delivered by the reporting person to Sonic Automotive, Inc. to satisfy withholding tax obligations due upon vesting of restricted stock units. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 13:48 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Disposition to issuerClass A Common Stock | 1,523 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009948 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,129 F1 · shares: Represents the forfeiture of restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Stock Incentive Plan on February 9, 2022 based on the achievement of performance criteria for fiscal year 2022. Read SEC document |
| February 10, 2023 Filed Feb 14, 2023 21:47 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 4,102 | $58.42 | $239,638.84 |
DisclosureSEC source: 0001209191-23-009171 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,652 F1 · shares: Represents shares delivered by the reporting person to Sonic Automotive, Inc. to satisfy withholding tax obligations due upon vesting of restricted stock units. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 12:52 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 31,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-008228 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,754 F1 · shares: Represents shares of Class A Common Stock issuable upon conversion of restricted stock units granted by the Compensation Committee of Sonic Automotive, Inc. pursuant to the Sonic Automotive, Inc. 2012 Stock Incentive Plan. The restricted stock units may only be settled in shares of Class A Common Stock and are subject to forfeiture based on the satisfaction of performance criteria for fiscal year 2023. If the performance criteria are met, this award will vest in three annual installments, with twenty-five percent (25%) of the shares vesting on March 31, 2024, thirty percent (30%) of the shares vesting on February 8, 2025, and forty-five percent (45%) of the shares vesting on February 8, 2026. Read SEC document |
| August 01, 2022 Filed Aug 1, 2022 23:09 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionOptions to purchase · Derivative | 67,493 | $0.00 Strike: $16.76 | $0.00 |
DisclosureSEC source: 0001209191-22-043759 · doc4.xml · derivative · entry 5 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,493 Underlying: Class A Common Stock · 67,493 shares Expires 2030-04-10 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 · derivative.exercise_date: The date indicated is the grant date, and the options vest in three equal installments on the anniversary of the grant date, subject to continued employment requirements and compliance with certain restrictive covenants. Read SEC document |
| August 01, 2022 Filed Aug 1, 2022 23:09 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 67,493 | $41.64 | $2,810,408.52 |
DisclosureSEC source: 0001209191-22-043759 · doc4.xml · nonDerivative · entry 3 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,600 F1 · price: This transaction was executed in multiple trades at prices ranging from $41.05 per share to $42.15 per share. The price reported reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. 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.