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Byrd Heath

Disclosed activity across 1 company

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41921
SEC CIK
0001574017

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
SONIC AUTOMOTIVE INCSAH · Entity 4366EVP and CFOJune 02, 2026June 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect133,952 Reported balance After 2026-06-02 transaction · row 1
1 source row

Row 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-derivativeIndirectby Bucknell Avenue, LLC12,129 Reported balance Holding disclosure · report date 2026-06-02 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.