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 |
|---|---|---|---|---|---|---|
| August 01, 2022 Filed Aug 1, 2022 23:09 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 67,493 | $16.76 | $1,131,182.68 |
DisclosureSEC source: 0001209191-22-043759 · doc4.xml · nonDerivative · entry 2 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,093 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 01, 2022 Filed Aug 1, 2022 23:09 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 26,221 | $40.31 | $1,056,968.51 |
DisclosureSEC source: 0001209191-22-043759 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,600 Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 20:01 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 3,382 | $42.51 | $143,768.82 |
DisclosureSEC source: 0001209191-22-022296 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,821 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 09, 2022 Filed Mar 11, 2022 20:59 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 20,381 | $50.69 | $1,033,051.75 |
DisclosureSEC source: 0001209191-22-018152 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,203 F1 · shares: Shares sold pursuant to pre-established 10b5-1 Trading Plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $50.00 per share to $51.33 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 08, 2022 Filed Mar 9, 2022 21:02 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 17,507 | $51.05 | $893,732.35 |
DisclosureSEC source: 0001209191-22-017553 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,584 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, 2022 Filed Feb 11, 2022 21:21 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008855 · doc4.xml · nonDerivative · entry 2 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,091 F2 · 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 continued employment requirements. If the continued employment requirements are met, this award will vest in full on February 9, 2027. Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 21:21 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 33,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008855 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,091 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 2022. 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, 2023, thirty percent (30%) of the shares vesting on February 9, 2024, and forty-five percent (45%) of the shares vesting on February 9, 2025. Read SEC document |
| April 14, 2021 Filed Apr 14, 2021 23:06 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionOptions to purchase · Derivative | 45,483 | $0.00 Strike: $16.76 | $0.00 |
DisclosureSEC source: 0001209191-21-026732 · doc4.xml · derivative · entry 10 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,986 Underlying: Class A Common Stock · 45,483 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: Employee stock options exercised and underlying shares sold pursuant to pre-established 10b5-1 Trading Plan. F5 · 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 |
| April 14, 2021 Filed Apr 14, 2021 23:06 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 45,483 | $49.80 | $2,265,053.40 |
DisclosureSEC source: 0001209191-21-026732 · doc4.xml · nonDerivative · entry 6 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,761 F1 · kind: Employee stock options exercised and underlying shares sold pursuant to pre-established 10b5-1 Trading Plan. F4 · price: This transaction was executed in multiple trades at prices ranging from $49.00 per share to $50.24 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, 2021 Filed Apr 14, 2021 23:06 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 45,483 | $16.76 | $762,295.08 |
DisclosureSEC source: 0001209191-21-026732 · doc4.xml · nonDerivative · entry 5 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,244 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: Employee stock options exercised and underlying shares sold pursuant to pre-established 10b5-1 Trading Plan. Read SEC document |
| April 13, 2021 Filed Apr 14, 2021 23:06 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionOptions to purchase · Derivative | 9,281 | $0.00 Strike: $16.76 | $0.00 |
DisclosureSEC source: 0001209191-21-026732 · doc4.xml · derivative · entry 9 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,469 Underlying: Class A Common Stock · 9,281 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: Employee stock options exercised and underlying shares sold pursuant to pre-established 10b5-1 Trading Plan. F5 · 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 |
| April 13, 2021 Filed Apr 14, 2021 23:06 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 9,281 | $49.17 | $456,346.77 |
DisclosureSEC source: 0001209191-21-026732 · doc4.xml · nonDerivative · entry 4 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,761 F1 · kind: Employee stock options exercised and underlying shares sold pursuant to pre-established 10b5-1 Trading Plan. F3 · price: This transaction was executed in multiple trades at prices ranging from $49.00 per share to $49.40 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 13, 2021 Filed Apr 14, 2021 23:06 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 9,281 | $16.76 | $155,549.56 |
DisclosureSEC source: 0001209191-21-026732 · doc4.xml · nonDerivative · entry 3 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,042 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: Employee stock options exercised and underlying shares sold pursuant to pre-established 10b5-1 Trading Plan. Read SEC document |
| April 12, 2021 Filed Apr 14, 2021 23:06 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionOptions to purchase · Derivative | 12,729 | $0.00 Strike: $16.76 | $0.00 |
DisclosureSEC source: 0001209191-21-026732 · doc4.xml · derivative · entry 8 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,750 Underlying: Class A Common Stock · 12,729 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: Employee stock options exercised and underlying shares sold pursuant to pre-established 10b5-1 Trading Plan. F5 · 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 |
| April 12, 2021 Filed Apr 14, 2021 23:06 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 12,729 | $49.83 | $634,286.07 |
DisclosureSEC source: 0001209191-21-026732 · doc4.xml · nonDerivative · entry 2 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,761 F1 · kind: Employee stock options exercised and underlying shares sold pursuant to pre-established 10b5-1 Trading Plan. F2 · price: This transaction was executed in multiple trades at prices ranging from $49.35 per share to $50.07 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 12, 2021 Filed Apr 14, 2021 23:06 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 12,729 | $16.76 | $213,338.04 |
DisclosureSEC source: 0001209191-21-026732 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,490 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: Employee stock options exercised and underlying shares sold pursuant to pre-established 10b5-1 Trading Plan. Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 21:02 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 11,766 | $50.01 | $588,417.66 |
DisclosureSEC source: 0001209191-21-018934 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,761 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 23, 2021 Filed Feb 25, 2021 20:31 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 3,565 | $41.61 | $148,339.65 |
DisclosureSEC source: 0001209191-21-014270 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,527 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 10, 2021 Filed Feb 12, 2021 21:01 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 30,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010085 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,092 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 2021. 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, 2022, thirty percent (30%) of the shares vesting on February 10, 2023, and forty-five percent (45%) of the shares vesting on February 10, 2024. Read SEC document |
| August 05, 2020 Filed Aug 7, 2020 20:06 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 20,000 | $40.83 | $816,600.00 |
DisclosureSEC source: 0001209191-20-045664 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,236 F1 · price: This transaction was executed in multiple trades at prices ranging from $40.395 per share to $41.19 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 10, 2020 Filed Jul 10, 2020 20:24 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 7,565 | $35.01 | $264,850.65 |
DisclosureSEC source: 0001209191-20-042164 · doc4.xml · nonDerivative · entry 2 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,236 F1 · kind: Shares sold pursuant to pre-established 10b5-1 Trading Plan. F3 · price: This transaction was executed in multiple trades at prices ranging from $35.00 per share to $35.04 per share. The price reported reflects the weighted average purchase 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 08, 2020 Filed Jul 10, 2020 20:24 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 11,935 | $35.00 | $417,725.00 |
DisclosureSEC source: 0001209191-20-042164 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,801 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 $35.00 per share to $35.06 per share. The price reported reflects the weighted average purchase 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 |
| May 01, 2020 Filed Jan 13, 2021 21:04 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 23,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-003400 · doc5.xml · nonDerivative · entry 2 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By Bucknell Avenue, LLC Disclosed balance after: 23,651 F1 · kind: On May 1, 2020, the reporting person contributed 23,651 directly owned shares of Class A Common stock to Bucknell Avenue, LLC (the "LLC"). The reporting person and his wife collectively own all of the outstanding membership interests in the LLC and the reporting person exercises investment control over the shares of Class A Common Stock owned by the LLC. F1 · ownership.nature: On May 1, 2020, the reporting person contributed 23,651 directly owned shares of Class A Common stock to Bucknell Avenue, LLC (the "LLC"). The reporting person and his wife collectively own all of the outstanding membership interests in the LLC and the reporting person exercises investment control over the shares of Class A Common Stock owned by the LLC. Read SEC document |
| May 01, 2020 Filed Jan 13, 2021 21:04 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GiftClass A Common Stock | 23,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-003400 · doc5.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,585 F1 · kind: On May 1, 2020, the reporting person contributed 23,651 directly owned shares of Class A Common stock to Bucknell Avenue, LLC (the "LLC"). The reporting person and his wife collectively own all of the outstanding membership interests in the LLC and the reporting person exercises investment control over the shares of Class A Common Stock owned by the LLC. Read SEC document |
| April 10, 2020 Filed Apr 14, 2020 21:21 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantOptions to purchase · Derivative | 202,479 | $0.00 Strike: $16.76 | $0.00 |
DisclosureSEC source: 0001209191-20-024382 · doc4.xml · derivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,479 Underlying: Class A Common Stock · 202,479 shares Expires 2030-04-10 F1 · derivative.exercise_date: Options vest in equal annual installments over a three year period, with one-third (1/3) of the options vesting on each of April 10, 2021, April 10, 2022 and April 10, 2023, subject to continued employment requirements and compliance with certain restrictive covenants. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 23:29 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 9,805 | $13.28 | $130,210.40 |
DisclosureSEC source: 0001209191-20-022829 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,568 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 23, 2020 Filed Feb 25, 2020 21:17 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 3,485 | $28.10 | $97,928.50 |
DisclosureSEC source: 0001209191-20-012446 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,373 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 13, 2020 Filed Feb 18, 2020 21:12 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 5,850 | $31.74 | $185,679.00 |
DisclosureSEC source: 0001209191-20-010072 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,858 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 12, 2020 Filed Feb 14, 2020 18:21 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 42,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009509 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,708 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 2020. 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, 2021, thirty percent (30%) of the shares vesting on February 12, 2022, and forty-five percent (45%) of the shares vesting on February 12, 2023. Read SEC document |
| February 12, 2020 Filed Apr 14, 2020 21:15 UTC Amendment | SONIC AUTOMOTIVE INC SAH · Entity 4366 | OtherClass A Common Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-024376 · doc4a.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,876 F1 · kind: Subsequent to the filing of the initial Form 4 by the Reporting Person on February 14, 2020, but prior to the finalization of the grant and issuance of the restricted stock units reported on such Form 4, the grant was rescinded by the Compensation Committee of Sonic Automotive, Inc., pursuant to the Sonic Automotive, Inc. 2012 Stock Incentive Plan, and, as a result, such grant of restricted stock units did not occur. Read SEC document |
| November 14, 2019 Filed Nov 18, 2019 21:40 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 4,366 | $35.00 | $152,810.00 |
DisclosureSEC source: 0001209191-19-056953 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,876 F1 · kind: Shares sold pursuant to pre-established 10b5-1 Trading Plan. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 21:18 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 15,000 | $23.60 | $354,000.00 |
DisclosureSEC source: 0001209191-19-036862 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,242 F1 · kind: Shares sold pursuant to pre-established 10b5-1 Trading Plan. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 20:11 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 2,937 | $14.81 | $43,496.97 |
DisclosureSEC source: 0001209191-19-022388 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,242 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 08, 2019 Filed Mar 11, 2019 20:11 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 87,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-018404 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,179 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 2019. 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, 2020, thirty percent (30%) of the shares vesting on March 8, 2021, and forty-five percent (45%) of the shares vesting on March 8, 2022. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 18:19 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Disposition to issuerClass A Common Stock | 31,755 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-012467 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,441 F1 · shares: Represents the forfeiture of restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Stock Incentive Plan on February 20, 2019 based on the achievement of performance criteria for fiscal year 2018. Read SEC document |
| February 16, 2019 Filed Feb 20, 2019 21:58 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 10,176 | $15.87 | $161,493.12 |
DisclosureSEC source: 0001209191-19-011611 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,196 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 13, 2019 Filed Feb 15, 2019 21:19 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 4,163 | $15.63 | $65,067.69 |
DisclosureSEC source: 0001209191-19-010585 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,372 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 |
| June 20, 2018 Filed Jun 20, 2018 23:36 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 8,500 | $23.00 | $195,500.00 |
DisclosureSEC source: 0001209191-18-038875 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,535 F1 · kind: Shares sold pursuant to pre-established 10b5-1 Trading Plan. Read SEC document |
| March 31, 2018 Filed Apr 3, 2018 22:54 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 3,262 | $18.95 | $61,814.90 |
DisclosureSEC source: 0001209191-18-023326 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,035 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 23, 2018 Filed Feb 27, 2018 22:42 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 57,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-014073 · doc4.xml · nonDerivative · entry 2 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,297 F2 · 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 2018. 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, 2019, thirty percent (30%) of the shares vesting on February 23, 2020, and forty-five percent (45%) of the shares vesting on February 23, 2021. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 22:42 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Disposition to issuerClass A Common Stock | 22,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-014073 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,560 F1 · shares: Represents the forfeiture of restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Stock Incentive Plan on February 13, 2017 based on the achievement of performance criteria for fiscal year 2017. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 21:06 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 6,801 | $20.60 | $140,100.60 |
DisclosureSEC source: 0001209191-18-011255 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,843 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 12, 2018 Filed Feb 14, 2018 00:03 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 6,662 | $20.80 | $138,569.60 |
DisclosureSEC source: 0001209191-18-009751 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,644 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 |
| October 27, 2017 Filed Oct 31, 2017 21:23 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 11,000 | $20.43 | $224,726.70 |
DisclosureSEC source: 0001209191-17-058470 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,306 F1 · price: This transaction was executed in multiple trades at prices ranging from $20.25 per share to $20.55 per share. The price reported reflects the weighted average sale 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 sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:13 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 6,014 | $20.05 | $120,580.70 |
DisclosureSEC source: 0001209191-17-024722 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,306 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 22, 2017 Filed Feb 22, 2017 22:08 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Disposition to issuerClass A Common Stock | 17,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013384 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,320 F1 · shares: Represents the forfeiture of restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Stock Incentive Plan on February 16, 2016 based on the achievement of performance criteria for fiscal year 2016. Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 23:14 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 51,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010783 · doc4.xml · nonDerivative · entry 3 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,773 F2 · 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 2017. 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, 2018, thirty percent (30%) of the shares vesting on February 13, 2019 and forty-five percent (45%) of the shares vesting on February 13, 2020. Read SEC document |
| February 12, 2017 Filed Feb 14, 2017 23:14 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 4,713 | $23.80 | $112,169.40 |
DisclosureSEC source: 0001209191-17-010783 · doc4.xml · nonDerivative · entry 2 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,465 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 12, 2017 Filed Feb 14, 2017 23:14 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 5,720 | $23.80 | $136,136.00 |
DisclosureSEC source: 0001209191-17-010783 · doc4.xml · nonDerivative · entry 1 Byrd Heath · CIK 0001574017 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,178 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.