Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SONIC AUTOMOTIVE INCSAH · Entity 4366 | Director · 10% owner | April 30, 2026 | May 01, 2026 |
| SPEEDWAY MOTORSPORTS LLCTRK · Entity 154919 | Director · 10% owner | September 17, 2019 | September 19, 2019 |
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 April 30, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 401,830 |
Reported balance
After 2026-04-30 transaction · row 1
1 source rowRow 1 · 2026-04-30 · Grant · Acquired 4,373 · Balance 401,830 F1: Restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of April 29, 2026. |
| Class A Common StockSEC Table I · non-derivative | Indirectby OBS Family, LLC | 836,534 |
Reported balance
Holding disclosure · report date 2026-04-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 836,534 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: Restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of April 29, 2026.
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.
SPEEDWAY MOTORSPORTS LLC
Report date September 17, 2019 · Filed September 19, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-09-17 transaction · row 1
1 source rowRow 1 · 2019-09-17 · Disposition to issuer · Disposed 9,745 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote 1. | 0 |
Reported balance
After 2019-09-17 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-09-17 · Sale · Disposed 5,300,000 · Balance 0 F1: The reported securities were held by OBS Holdings, LLC ("Holdings"), a North Carolina limited liability company of which Mr. Smith was a member and manager. Mr. Smith contributed all of his interest in Holdings to Sonic Financial Corporation ("SFC"), a North Carolina corporation of which Mr. Smith is a stockholder and executive officer, for additional shares of SFC. Accordingly, Mr. Smith may be deemed the indirect beneficial owner of the reported securities owned by either SFC or Holdings. Subsequently, Holdings merged with and into SFC. No consideration was payable to Mr. Smith upon consummation of the merger of Holdings with and into SFC. Mr. Smith disclaims beneficial ownership of the Speedway Motorsports, Inc. common stock held by Holdings, except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote 1. | 29,000,000 |
Reported balance
After 2019-09-17 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2019-09-17 · Purchase · Acquired 5,300,000 · Balance 29,000,000 F1: The reported securities were held by OBS Holdings, LLC ("Holdings"), a North Carolina limited liability company of which Mr. Smith was a member and manager. Mr. Smith contributed all of his interest in Holdings to Sonic Financial Corporation ("SFC"), a North Carolina corporation of which Mr. Smith is a stockholder and executive officer, for additional shares of SFC. Accordingly, Mr. Smith may be deemed the indirect beneficial owner of the reported securities owned by either SFC or Holdings. Subsequently, Holdings merged with and into SFC. No consideration was payable to Mr. Smith upon consummation of the merger of Holdings with and into SFC. Mr. Smith disclaims beneficial ownership of the Speedway Motorsports, Inc. common stock held by Holdings, except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote 2. | 0 |
Reported balance
After 2019-09-17 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2019-09-17 · Disposition to issuer · Disposed 29,000,000 · Balance 0 F2: The reported securities were held by SFC and were cancelled for no consideration upon the consummation of the merger of a wholly-owned subsidiary of SFC with and into Speedway Motorsports, Inc. Mr. Smith disclaims beneficial ownership of the Speedway Motorsports, Inc. common stock held by SFC, except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities were held by OBS Holdings, LLC ("Holdings"), a North Carolina limited liability company of which Mr. Smith was a member and manager. Mr. Smith contributed all of his interest in Holdings to Sonic Financial Corporation ("SFC"), a North Carolina corporation of which Mr. Smith is a stockholder and executive officer, for additional shares of SFC. Accordingly, Mr. Smith may be deemed the indirect beneficial owner of the reported securities owned by either SFC or Holdings. Subsequently, Holdings merged with and into SFC. No consideration was payable to Mr. Smith upon consummation of the merger of Holdings with and into SFC. Mr. Smith disclaims beneficial ownership of the Speedway Motorsports, Inc. common stock held by Holdings, except to the extent of his pecuniary interest therein.
F2: The reported securities were held by SFC and were cancelled for no consideration upon the consummation of the merger of a wholly-owned subsidiary of SFC with and into Speedway Motorsports, Inc. Mr. Smith disclaims beneficial ownership of the Speedway Motorsports, Inc. common stock held by SFC, 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 |
|---|---|---|---|---|---|---|
| April 30, 2026 Filed May 1, 2026 14:29 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 4,373 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-029158 · wk-form4_1777645758.xml · nonDerivative · entry 1 SMITH BRYAN SCOTT · CIK 0001049982 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 401,830 F1 · price: Restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of April 29, 2026. Read SEC document |
| July 07, 2025 Filed Jan 6, 2026 15:25 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | OtherClass A Common Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-000792 · wk-form5_1767713098.xml · nonDerivative · entry 1 SMITH BRYAN SCOTT · CIK 0001049982 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 397,457 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 |
| April 24, 2025 Filed Apr 24, 2025 20:13 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 5,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001043509-25-000019 · wk-form4_1745525610.xml · nonDerivative · entry 1 SMITH BRYAN SCOTT · CIK 0001049982 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 396,207 F1 · price: Restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of May 15, 2023. Read SEC document |
| April 25, 2024 Filed Apr 25, 2024 20:42 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 5,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001043509-24-000048 · wk-form4_1714077757.xml · nonDerivative · entry 1 SMITH BRYAN SCOTT · CIK 0001049982 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 391,066 F1 · price: Restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of May 15, 2023. Read SEC document |
| February 09, 2024 Filed Feb 12, 2024 21:18 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | OtherClass A Common Stock | 29,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001043509-24-000012 · wk-form4_1707772707.xml · nonDerivative · entry 1 SMITH BRYAN SCOTT · CIK 0001049982 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 385,274 Read SEC document |
| May 16, 2023 Filed May 16, 2023 20:14 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 6,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-029781 · doc4.xml · nonDerivative · entry 1 SMITH BRYAN SCOTT · CIK 0001049982 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 355,843 F1 · price: Restricted stock units granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of May 15, 2023. Read SEC document |
| July 27, 2022 Filed Jul 29, 2022 11:05 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 3,884 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043423 · doc4.xml · nonDerivative · entry 1 SMITH BRYAN SCOTT · CIK 0001049982 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,279 F1 · price: Restricted stock granted pursuant to the Sonic Automotive, Inc. 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, Amended and Restated Effective as of April 29, 2020. Read SEC document |
| June 22, 2022 Filed Jan 19, 2023 22:38 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | OtherClass B Common Stock · Derivative | 2,171,250 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004066 · doc5.xml · derivative · entry 3 SMITH BRYAN SCOTT · CIK 0001049982 · Director · 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 22:38 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | OtherClass A Common Stock | 836,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-004066 · doc5.xml · nonDerivative · entry 1 SMITH BRYAN SCOTT · CIK 0001049982 · Director · 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 |
| September 17, 2019 Filed Sep 19, 2019 18:13 UTC | SPEEDWAY MOTORSPORTS LLC TRK · Entity 154919 | Disposition to issuerCommon Stock | 29,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-018763 · rdgdoc.xml · nonDerivative · entry 4 SMITH BRYAN SCOTT · CIK 0001049982 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote 2. Disclosed balance after: 0 F2 · shares: The reported securities were held by SFC and were cancelled for no consideration upon the consummation of the merger of a wholly-owned subsidiary of SFC with and into Speedway Motorsports, Inc. Mr. Smith disclaims beneficial ownership of the Speedway Motorsports, Inc. common stock held by SFC, except to the extent of his pecuniary interest therein. Read SEC document |
| September 17, 2019 Filed Sep 19, 2019 18:13 UTC | SPEEDWAY MOTORSPORTS LLC TRK · Entity 154919 | PurchaseCommon Stock | 5,300,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-19-018763 · rdgdoc.xml · nonDerivative · entry 3 SMITH BRYAN SCOTT · CIK 0001049982 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote 1. Disclosed balance after: 29,000,000 F1 · shares: The reported securities were held by OBS Holdings, LLC ("Holdings"), a North Carolina limited liability company of which Mr. Smith was a member and manager. Mr. Smith contributed all of his interest in Holdings to Sonic Financial Corporation ("SFC"), a North Carolina corporation of which Mr. Smith is a stockholder and executive officer, for additional shares of SFC. Accordingly, Mr. Smith may be deemed the indirect beneficial owner of the reported securities owned by either SFC or Holdings. Subsequently, Holdings merged with and into SFC. No consideration was payable to Mr. Smith upon consummation of the merger of Holdings with and into SFC. Mr. Smith disclaims beneficial ownership of the Speedway Motorsports, Inc. common stock held by Holdings, except to the extent of his pecuniary interest therein. F1 · price: The reported securities were held by OBS Holdings, LLC ("Holdings"), a North Carolina limited liability company of which Mr. Smith was a member and manager. Mr. Smith contributed all of his interest in Holdings to Sonic Financial Corporation ("SFC"), a North Carolina corporation of which Mr. Smith is a stockholder and executive officer, for additional shares of SFC. Accordingly, Mr. Smith may be deemed the indirect beneficial owner of the reported securities owned by either SFC or Holdings. Subsequently, Holdings merged with and into SFC. No consideration was payable to Mr. Smith upon consummation of the merger of Holdings with and into SFC. Mr. Smith disclaims beneficial ownership of the Speedway Motorsports, Inc. common stock held by Holdings, except to the extent of his pecuniary interest therein. Read SEC document |
| September 17, 2019 Filed Sep 19, 2019 18:13 UTC | SPEEDWAY MOTORSPORTS LLC TRK · Entity 154919 | SaleCommon Stock | 5,300,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-19-018763 · rdgdoc.xml · nonDerivative · entry 2 SMITH BRYAN SCOTT · CIK 0001049982 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote 1. Disclosed balance after: 0 F1 · shares: The reported securities were held by OBS Holdings, LLC ("Holdings"), a North Carolina limited liability company of which Mr. Smith was a member and manager. Mr. Smith contributed all of his interest in Holdings to Sonic Financial Corporation ("SFC"), a North Carolina corporation of which Mr. Smith is a stockholder and executive officer, for additional shares of SFC. Accordingly, Mr. Smith may be deemed the indirect beneficial owner of the reported securities owned by either SFC or Holdings. Subsequently, Holdings merged with and into SFC. No consideration was payable to Mr. Smith upon consummation of the merger of Holdings with and into SFC. Mr. Smith disclaims beneficial ownership of the Speedway Motorsports, Inc. common stock held by Holdings, except to the extent of his pecuniary interest therein. F1 · price: The reported securities were held by OBS Holdings, LLC ("Holdings"), a North Carolina limited liability company of which Mr. Smith was a member and manager. Mr. Smith contributed all of his interest in Holdings to Sonic Financial Corporation ("SFC"), a North Carolina corporation of which Mr. Smith is a stockholder and executive officer, for additional shares of SFC. Accordingly, Mr. Smith may be deemed the indirect beneficial owner of the reported securities owned by either SFC or Holdings. Subsequently, Holdings merged with and into SFC. No consideration was payable to Mr. Smith upon consummation of the merger of Holdings with and into SFC. Mr. Smith disclaims beneficial ownership of the Speedway Motorsports, Inc. common stock held by Holdings, except to the extent of his pecuniary interest therein. Read SEC document |
| September 17, 2019 Filed Sep 19, 2019 18:13 UTC | SPEEDWAY MOTORSPORTS LLC TRK · Entity 154919 | Disposition to issuerCommon Stock | 9,745 | $19.75 | $192,463.75 |
DisclosureSEC source: 0001437749-19-018763 · rdgdoc.xml · nonDerivative · entry 1 SMITH BRYAN SCOTT · CIK 0001049982 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| April 24, 2019 Filed Apr 26, 2019 12:31 UTC | SPEEDWAY MOTORSPORTS LLC TRK · Entity 154919 | GrantCommon Stock | 5,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-008017 · rdgdoc.xml · nonDerivative · entry 1 SMITH BRYAN SCOTT · CIK 0001049982 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,745 F1 · price: Restricted Stock granted pursuant to the Speedway Motorsports, Inc. 2018 Formula Restricted Stock Plan for Non-Employee Directors. Read SEC document |
| February 20, 2019 Filed Jan 21, 2020 19:27 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 12,547 | $15.94 | $199,999.18 |
DisclosureSEC source: 0001209191-20-004233 · doc5.xml · nonDerivative · entry 2 SMITH BRYAN SCOTT · CIK 0001049982 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,395 F3 · shares: Represents shares delivered by the reporting person to Sonic Automotive, Inc. to satisfy withholding tax obligations due upon vesting of restricted stock units. F2 · balance_after: Due to an administrative error, transactions which occurred after Mr. Scott ceased to be a officer and director of Sonic Automotive, Inc. were not previously reported. Read SEC document |
| February 20, 2019 Filed Jan 21, 2020 19:27 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Disposition to issuerClass A Common Stock | 50,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004233 · doc5.xml · nonDerivative · entry 1 SMITH BRYAN SCOTT · CIK 0001049982 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 345,395 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. F2 · balance_after: Due to an administrative error, transactions which occurred after Mr. Scott ceased to be a officer and director of Sonic Automotive, Inc. were not previously reported. Read SEC document |
| October 22, 2018 Filed Oct 24, 2018 17:38 UTC | SPEEDWAY MOTORSPORTS LLC TRK · Entity 154919 | GrantCommon Stock | 4,459 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-018714 · rdgdoc.xml · nonDerivative · entry 1 SMITH BRYAN SCOTT · CIK 0001049982 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,459 F1 · price: Restricted Stock granted pursuant to the Speedway Motorsports, Inc. 2018 Formula Restricted Stock Plan for Non-Employee Directors. Read SEC document |
| September 27, 2018 Filed Oct 1, 2018 20:41 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | PurchaseClass B Common Stock · Derivative | 976,875 | $21.44 | $20,944,200.00 |
DisclosureSEC source: 0001209191-18-052806 · doc4.xml · derivative · entry 3 SMITH BRYAN SCOTT · CIK 0001049982 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by SFC Disclosed balance after: 9,858,125 Underlying: Class A Common Stock · 976,875 shares Expires not disclosed F1 · 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. F2 · shares: The reported securities were transferred in a private, non-market transaction and are held by Sonic Financial Corporation ("SFC"), a North Carolina corporation of which the reporting person is a shareholder. F3 · price: Based solely on the average of the closing price of Sonic Automotive, Inc.'s Class A Common Stock for the 30-day trading period ended September 21, 2018, as reported by the New York Stock Exchange. F1 · 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. F1 · 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. F5 · balance_after: Represents the entire amount of Sonic Automotive, Inc.'s Class B Common Stock held by SFC. The reporting person disclaims beneficial ownership of Sonic Automotive, Inc.'s Class B Common Stock held by SFC, except to the extent of his pecuniary interest therein. Read SEC document |
| September 27, 2018 Filed Oct 1, 2018 20:41 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass B Common Stock · Derivative | 900,765 | $21.44 | $19,312,401.60 |
DisclosureSEC source: 0001209191-18-052806 · doc4.xml · derivative · entry 2 SMITH BRYAN SCOTT · CIK 0001049982 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · by BWI Disclosed balance after: 0 Underlying: Class A Common Stock · 900,765 shares Expires not disclosed F1 · 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. F2 · shares: The reported securities were transferred in a private, non-market transaction and are held by Sonic Financial Corporation ("SFC"), a North Carolina corporation of which the reporting person is a shareholder. F3 · price: Based solely on the average of the closing price of Sonic Automotive, Inc.'s Class A Common Stock for the 30-day trading period ended September 21, 2018, as reported by the New York Stock Exchange. F1 · 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. F1 · 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 · ownership.nature: The reported securities were held by BWI Financial, LLC ("BWI"), a North Carolina limited liability company of which the reporting person is a member and the sole manager. Read SEC document |
| September 27, 2018 Filed Oct 1, 2018 20:41 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | SaleClass B Common Stock · Derivative | 76,110 | $21.44 | $1,631,798.40 |
DisclosureSEC source: 0001209191-18-052806 · doc4.xml · derivative · entry 1 SMITH BRYAN SCOTT · CIK 0001049982 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 76,110 shares Expires not disclosed F1 · 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. F2 · shares: The reported securities were transferred in a private, non-market transaction and are held by Sonic Financial Corporation ("SFC"), a North Carolina corporation of which the reporting person is a shareholder. F3 · price: Based solely on the average of the closing price of Sonic Automotive, Inc.'s Class A Common Stock for the 30-day trading period ended September 21, 2018, as reported by the New York Stock Exchange. F1 · 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. F1 · 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. Read SEC document |
| September 25, 2018 Filed Oct 2, 2018 20:27 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 32,207 | $19.95 | $642,529.65 |
DisclosureSEC source: 0001209191-18-053141 · doc4.xml · nonDerivative · entry 1 SMITH BRYAN SCOTT · CIK 0001049982 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408,831 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, 2018 Filed Apr 5, 2018 22:25 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 5,227 | $18.95 | $99,051.65 |
DisclosureSEC source: 0001209191-18-024131 · doc4.xml · nonDerivative · entry 1 SMITH BRYAN SCOTT · CIK 0001049982 · Director · CEO and President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 441,038 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 22:39 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 92,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-014061 · doc4.xml · nonDerivative · entry 2 SMITH BRYAN SCOTT · CIK 0001049982 · Director · CEO and President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 446,265 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 22:39 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Disposition to issuerClass A Common Stock | 35,709 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-014061 · doc4.xml · nonDerivative · entry 1 SMITH BRYAN SCOTT · CIK 0001049982 · Director · CEO and President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 353,740 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 21:04 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 10,899 | $20.60 | $224,519.40 |
DisclosureSEC source: 0001209191-18-011248 · doc4.xml · nonDerivative · entry 1 SMITH BRYAN SCOTT · CIK 0001049982 · Director · CEO and President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 389,449 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 00:02 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 10,676 | $20.80 | $222,060.80 |
DisclosureSEC source: 0001209191-18-009749 · doc4.xml · nonDerivative · entry 1 SMITH BRYAN SCOTT · CIK 0001049982 · Director · CEO and President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,348 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. F2 · balance_after: Includes 17,421 shares previously held through SMDA Development 1, LLC, representing the reporting person's proportionate ownership interest in the limited liability company, which were distributed to the reporting person on November 2, 2017 and are now owned directly. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:11 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 9,638 | $20.05 | $193,241.90 |
DisclosureSEC source: 0001209191-17-024707 · doc4.xml · nonDerivative · entry 1 SMITH BRYAN SCOTT · CIK 0001049982 · Director · CEO and President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,603 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 22:03 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Disposition to issuerClass A Common Stock | 27,968 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013358 · doc4.xml · nonDerivative · entry 1 SMITH BRYAN SCOTT · CIK 0001049982 · Director · CEO and President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,241 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 23:12 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | GrantClass A Common Stock | 82,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010773 · doc4.xml · nonDerivative · entry 5 SMITH BRYAN SCOTT · CIK 0001049982 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 431,209 F3 · 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 23:12 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 7,553 | $23.80 | $179,761.40 |
DisclosureSEC source: 0001209191-17-010773 · doc4.xml · nonDerivative · entry 3 SMITH BRYAN SCOTT · CIK 0001049982 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,987 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 23:12 UTC | SONIC AUTOMOTIVE INC SAH · Entity 4366 | Tax withholdingClass A Common Stock | 9,343 | $23.80 | $222,363.40 |
DisclosureSEC source: 0001209191-17-010773 · doc4.xml · nonDerivative · entry 1 SMITH BRYAN SCOTT · CIK 0001049982 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,540 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.