Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SONIC AUTOMOTIVE INCSAH · Entity 4366 | Director · Chairman and CEO · 10% owner | May 06, 2026 | May 06, 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 May 06, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 109,648 |
Reported balance
After 2026-05-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 69,872 · Balance 109,648 F1: 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: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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.
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 |
|---|---|---|---|---|---|---|
| May 06, 2026 Filed May 6, 2026 20:03 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantPerformance-Based Restricted Stock Units · Derivative | 69,872 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-031224 · wk-form4_1778097809.xml · derivative · entry 1 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,648 Underlying: Class A Common Stock · 69,872 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 18:59 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 13,259 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-023057 · wk-form4_1775156369.xml · derivative · entry 4 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,776 Underlying: Class A Common Stock · 13,259 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 53,035 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, 13,259 performance-based restricted stock units vested and were settled in cash. F1 · derivative.exercise_date: On February 5, 2025, the reporting person was granted 53,035 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, 13,259 performance-based restricted stock units vested and were settled in cash. F1 · derivative.expiration_date: On February 5, 2025, the reporting person was granted 53,035 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, 13,259 performance-based restricted stock units vested and were settled in cash. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 18:59 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Disposition to issuerClass A Common Stock | 13,259 | $68.57 | $909,169.63 |
DisclosureSEC source: 0001628280-26-023057 · wk-form4_1775156369.xml · nonDerivative · entry 2 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 532,000 Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 18:59 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 13,259 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-023057 · wk-form4_1775156369.xml · nonDerivative · entry 1 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 545,259 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 53,035 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, 13,259 performance-based restricted stock units vested and were settled in cash. Read SEC document |
| February 08, 2026 Filed Feb 10, 2026 19:46 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 12,348 | $62.46 | $771,256.08 |
DisclosureSEC source: 0001628280-26-006775 · wk-form4_1770752815.xml · nonDerivative · entry 2 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 532,000 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 19:46 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 9,245 | $62.46 | $577,442.70 |
DisclosureSEC source: 0001628280-26-006775 · wk-form4_1770752815.xml · nonDerivative · entry 1 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 544,348 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 |
| July 07, 2025 Filed Jan 6, 2026 15:24 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | OtherClass A Common Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-000791 · wk-form5_1767713043.xml · nonDerivative · entry 1 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 553,593 F1 · shares: The reported securities were acquired by the reporting person from The Estate of Bonita Smith under the laws of descent and distribution. F1 · price: The reported securities were acquired by the reporting person from The Estate of Bonita Smith under the laws of descent and distribution. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:00 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 7,753 | $56.96 | $441,610.88 |
DisclosureSEC source: 0001043509-25-000010 · wk-form4_1743624007.xml · nonDerivative · entry 1 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 552,343 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 22:04 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 14,635 | $72.97 | $1,067,915.95 |
DisclosureSEC source: 0001628280-25-004928 · wk-form4_1739311477.xml · nonDerivative · entry 2 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 560,096 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 22:04 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 8,323 | $72.97 | $607,329.31 |
DisclosureSEC source: 0001628280-25-004928 · wk-form4_1739311477.xml · nonDerivative · entry 1 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 574,731 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 21:03 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantPerformance-Based Restricted Stock Units · Derivative | 53,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-004423 · wk-form4_1738962216.xml · derivative · entry 1 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,035 Underlying: Class A Common Stock · 53,035 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 |
| May 15, 2024 Filed May 15, 2024 20:44 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionOptions to purchase · Derivative | 16,646 | $0.00 Strike: $16.76 | $0.00 |
DisclosureSEC source: 0001043509-24-000055 · wk-form4_1715805859.xml · derivative · entry 4 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 16,646 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. 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 |
| May 15, 2024 Filed May 15, 2024 20:44 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 16,646 | $59.36 | $988,104.90 |
DisclosureSEC source: 0001043509-24-000055 · wk-form4_1715805859.xml · nonDerivative · entry 2 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 583,054 F1 · price: This transaction was executed in multiple trades at prices ranging from $58.31 per share to $59.86 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 |
| May 15, 2024 Filed May 15, 2024 20:44 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 16,646 | $16.76 | $278,986.96 |
DisclosureSEC source: 0001043509-24-000055 · wk-form4_1715805859.xml · nonDerivative · entry 1 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 599,700 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 14, 2024 Filed May 14, 2024 20:50 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionOptions to purchase · Derivative | 41,770 | $0.00 Strike: $16.76 | $0.00 |
DisclosureSEC source: 0001043509-24-000054 · wk-form4_1715719794.xml · derivative · entry 10 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,646 Underlying: Class A Common Stock · 41,770 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. F5 · 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 |
| May 14, 2024 Filed May 14, 2024 20:50 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 41,770 | $59.27 | $2,475,628.54 |
DisclosureSEC source: 0001043509-24-000054 · wk-form4_1715719794.xml · nonDerivative · entry 6 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 583,054 F3 · price: This transaction was executed in multiple trades at prices ranging from $58.81 per share to $60.00 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 |
| May 14, 2024 Filed May 14, 2024 20:50 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 41,770 | $16.76 | $700,065.20 |
DisclosureSEC source: 0001043509-24-000054 · wk-form4_1715719794.xml · nonDerivative · entry 5 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 624,824 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 13, 2024 Filed May 14, 2024 20:50 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionOptions to purchase · Derivative | 20,653 | $0.00 Strike: $16.76 | $0.00 |
DisclosureSEC source: 0001043509-24-000054 · wk-form4_1715719794.xml · derivative · entry 9 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,416 Underlying: Class A Common Stock · 20,653 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. F5 · 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 |
| May 13, 2024 Filed May 14, 2024 20:50 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 20,653 | $59.26 | $1,223,960.80 |
DisclosureSEC source: 0001043509-24-000054 · wk-form4_1715719794.xml · nonDerivative · entry 4 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 583,054 F2 · price: This transaction was executed in multiple trades at prices ranging from $58.29 per share to $60.63 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 |
| May 13, 2024 Filed May 14, 2024 20:50 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 20,653 | $16.76 | $346,144.28 |
DisclosureSEC source: 0001043509-24-000054 · wk-form4_1715719794.xml · nonDerivative · entry 3 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 603,707 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 10, 2024 Filed May 14, 2024 20:50 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionOptions to purchase · Derivative | 1,747 | $0.00 Strike: $16.76 | $0.00 |
DisclosureSEC source: 0001043509-24-000054 · wk-form4_1715719794.xml · derivative · entry 8 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,069 Underlying: Class A Common Stock · 1,747 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. F5 · 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 |
| May 10, 2024 Filed May 14, 2024 20:50 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 1,747 | $58.50 | $102,207.89 |
DisclosureSEC source: 0001043509-24-000054 · wk-form4_1715719794.xml · nonDerivative · entry 2 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 583,054 F1 · price: This transaction was executed in multiple trades at prices ranging from $58.29 per share to $58.91 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 |
| May 10, 2024 Filed May 14, 2024 20:50 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 1,747 | $16.76 | $29,279.72 |
DisclosureSEC source: 0001043509-24-000054 · wk-form4_1715719794.xml · nonDerivative · entry 1 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 584,801 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 09, 2024 Filed May 9, 2024 21:12 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionOptions to purchase · Derivative | 67,703 | $0.00 Strike: $16.76 | $0.00 |
DisclosureSEC source: 0001043509-24-000053 · wk-form4_1715289112.xml · derivative · entry 7 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,816 Underlying: Class A Common Stock · 67,703 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. 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 |
| May 09, 2024 Filed May 9, 2024 21:12 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 67,703 | $58.43 | $3,956,197.72 |
DisclosureSEC source: 0001043509-24-000053 · wk-form4_1715289112.xml · nonDerivative · entry 4 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 583,054 F1 · price: This transaction was executed in multiple trades at prices ranging from $58.29 per share to $58.84 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 |
| May 09, 2024 Filed May 9, 2024 21:12 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 67,703 | $16.76 | $1,134,702.28 |
DisclosureSEC source: 0001043509-24-000053 · wk-form4_1715289112.xml · nonDerivative · entry 3 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 650,757 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 07, 2024 Filed May 9, 2024 21:12 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionOptions to purchase · Derivative | 21 | $0.00 Strike: $16.76 | $0.00 |
DisclosureSEC source: 0001043509-24-000053 · wk-form4_1715289112.xml · derivative · entry 6 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,519 Underlying: Class A Common Stock · 21 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. 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 |
| May 07, 2024 Filed May 9, 2024 21:12 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 21 | $58.49 | $1,228.29 |
DisclosureSEC source: 0001043509-24-000053 · wk-form4_1715289112.xml · nonDerivative · entry 2 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 583,054 Read SEC document |
| May 07, 2024 Filed May 9, 2024 21:12 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 21 | $16.76 | $351.96 |
DisclosureSEC source: 0001043509-24-000053 · wk-form4_1715289112.xml · nonDerivative · entry 1 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 583,075 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 |
| April 29, 2024 Filed May 1, 2024 21:03 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionOptions to purchase · Derivative | 3,861 | $0.00 Strike: $16.76 | $0.00 |
DisclosureSEC source: 0001043509-24-000052 · wk-form4_1714597403.xml · derivative · entry 4 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,540 Underlying: Class A Common Stock · 3,861 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. 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 |
| April 29, 2024 Filed May 1, 2024 21:03 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 3,861 | $61.43 | $237,195.90 |
DisclosureSEC source: 0001043509-24-000052 · wk-form4_1714597403.xml · nonDerivative · entry 2 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 583,054 F1 · price: This transaction was executed in multiple trades at prices ranging from $61.25 per share to $62.61 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 29, 2024 Filed May 1, 2024 21:03 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 3,861 | $16.76 | $64,710.36 |
DisclosureSEC source: 0001043509-24-000052 · wk-form4_1714597403.xml · nonDerivative · entry 1 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 586,915 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 |
| March 31, 2024 Filed Apr 2, 2024 21:33 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 6,942 | $56.94 | $395,277.48 |
DisclosureSEC source: 0001043509-24-000034 · wk-form4_1712093611.xml · nonDerivative · entry 1 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 583,054 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 21:04 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Disposition to issuerClass A Common Stock | 7,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001043509-24-000017 · wk-form4_1708031039.xml · nonDerivative · entry 1 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 589,996 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 21:23 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 13,594 | $57.25 | $778,256.50 |
DisclosureSEC source: 0001043509-24-000013 · wk-form4_1707859378.xml · nonDerivative · entry 2 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 597,030 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 12, 2024 21:10 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | OtherClass A Common Stock | 29,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001043509-24-000008 · wk-form4_1707772237.xml · nonDerivative · entry 1 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 620,373 Read SEC document |
| February 09, 2024 Filed Feb 13, 2024 21:23 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 9,749 | $57.25 | $558,130.25 |
DisclosureSEC source: 0001043509-24-000013 · wk-form4_1707859378.xml · nonDerivative · entry 1 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 610,624 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 00:09 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 71,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001043509-24-000002 · wk-form4_1707437350.xml · nonDerivative · entry 1 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 590,942 F1 · acquired: 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 |
| March 31, 2023 Filed Apr 4, 2023 12:11 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 8,177 | $54.34 | $444,338.18 |
DisclosureSEC source: 0001209191-23-022461 · doc4.xml · nonDerivative · entry 1 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 519,816 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 13:45 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Disposition to issuerClass A Common Stock | 1,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009945 · doc4.xml · nonDerivative · entry 1 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 527,993 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 21:44 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 9,117 | $58.42 | $532,615.14 |
DisclosureSEC source: 0001209191-23-009165 · doc4.xml · nonDerivative · entry 1 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 529,087 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 12:49 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 70,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-008226 · doc4.xml · nonDerivative · entry 1 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 538,204 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 25, 2022 Filed Aug 26, 2022 20:00 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionOptions to purchase · Derivative | 54,670 | $0.00 Strike: $16.76 | $0.00 |
DisclosureSEC source: 0001209191-22-047696 · doc4.xml · derivative · entry 6 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,401 Underlying: Class A Common Stock · 54,670 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 corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan. 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 |
| August 25, 2022 Filed Aug 26, 2022 20:00 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 54,670 | $55.60 | $3,039,433.32 |
DisclosureSEC source: 0001209191-22-047696 · doc4.xml · nonDerivative · entry 4 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 467,856 F1 · kind: Employee 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 $55.00 per share to $56.48 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 |
| August 25, 2022 Filed Aug 26, 2022 20:00 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 54,670 | $16.76 | $916,269.20 |
DisclosureSEC source: 0001209191-22-047696 · doc4.xml · nonDerivative · entry 3 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522,526 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 corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan. Read SEC document |
| August 24, 2022 Filed Aug 26, 2022 20:00 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionOptions to purchase · Derivative | 97,731 | $0.00 Strike: $16.76 | $0.00 |
DisclosureSEC source: 0001209191-22-047696 · doc4.xml · derivative · entry 5 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,071 Underlying: Class A Common Stock · 97,731 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 corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan. 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 |
| August 24, 2022 Filed Aug 26, 2022 20:00 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass A Common Stock | 97,731 | $55.04 | $5,378,918.78 |
DisclosureSEC source: 0001209191-22-047696 · doc4.xml · nonDerivative · entry 2 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 467,856 F1 · kind: Employee 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 $55.00 per share to $55.31 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 |
| August 24, 2022 Filed Aug 26, 2022 20:00 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Exercise / conversionClass A Common Stock | 97,731 | $16.76 | $1,637,971.56 |
DisclosureSEC source: 0001209191-22-047696 · doc4.xml · nonDerivative · entry 1 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 565,587 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 corresponding shares sold pursuant to pre-established 10b5-1 Trading Plan. Read SEC document |
| June 22, 2022 Filed Jan 19, 2023 22:36 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | OtherClass B Common Stock · Derivative | 2,171,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004065 · doc5.xml · derivative · entry 3 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 12,029,375 Underlying: Class A Common Stock · 2,171,250 shares Expires not disclosed F3 · derivative.exercise_price: Shares of Sonic Automotive, Inc.'s Class B Common Stock are convertible into shares of Sonic Automotive, Inc.'s Class A Common Stock on a 1-for-1 basis at the option of the reporting person and there is no expiration date. F1 · shares: The reported securities were acquired by OBS Family, LLC from Mr. O. Bruton Smith under the laws of descent and distribution automatically upon the death of Mr. O. Bruton Smith on June 22, 2022. The reporting person is a member and manager of OBS Family, LLC. F1 · price: The reported securities were acquired by OBS Family, LLC from Mr. O. Bruton Smith under the laws of descent and distribution automatically upon the death of Mr. O. Bruton Smith on June 22, 2022. The reporting person is a member and manager of OBS Family, LLC. F3 · derivative.exercise_date: Shares of Sonic Automotive, Inc.'s Class B Common Stock are convertible into shares of Sonic Automotive, Inc.'s Class A Common Stock on a 1-for-1 basis at the option of the reporting person and there is no expiration date. F3 · derivative.expiration_date: Shares of Sonic Automotive, Inc.'s Class B Common Stock are convertible into shares of Sonic Automotive, Inc.'s Class A Common Stock on a 1-for-1 basis at the option of the reporting person and there is no expiration date. F4 · balance_after: Includes 2,171,250 shares of Sonic Automotive, Inc.'s Class B Common Stock held by OBS Family, LLC, and 9,858,125 shares of Sonic Automotive, Inc.'s Class B Common Stock held by Sonic Financial Corporation ("SFC"), a North Carolina corporation of which the reporting person is a shareholder, director and officer. The reporting person disclaims beneficial ownership of such shares of Sonic Automotive, Inc.'s Class B Common Stock, except to the extent of his pecuniary interest therein. F4 · ownership.nature: Includes 2,171,250 shares of Sonic Automotive, Inc.'s Class B Common Stock held by OBS Family, LLC, and 9,858,125 shares of Sonic Automotive, Inc.'s Class B Common Stock held by Sonic Financial Corporation ("SFC"), a North Carolina corporation of which the reporting person is a shareholder, director and officer. The reporting person disclaims beneficial ownership of such shares of Sonic Automotive, Inc.'s Class B Common Stock, except to the extent of his pecuniary interest therein. Read SEC document |
| June 22, 2022 Filed Jan 19, 2023 22:36 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | OtherClass A Common Stock | 836,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004065 · doc5.xml · nonDerivative · entry 1 SMITH DAVID BRUTON · CIK 0001448501 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by OBS Family, LLC Disclosed balance after: 836,534 F1 · shares: The reported securities were acquired by OBS Family, LLC from Mr. O. Bruton Smith under the laws of descent and distribution automatically upon the death of Mr. O. Bruton Smith on June 22, 2022. The reporting person is a member and manager of OBS Family, LLC. F1 · price: The reported securities were acquired by OBS Family, LLC from Mr. O. Bruton Smith under the laws of descent and distribution automatically upon the death of Mr. O. Bruton Smith on June 22, 2022. The reporting person is a member and manager of OBS Family, LLC. F2 · ownership.nature: 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. 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.