Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONSUMER PORTFOLIO SERVICES, INC.CPSS · Entity 1404 | Exec. Vice President | May 15, 2024 | May 17, 2024 |
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.
CONSUMER PORTFOLIO SERVICES, INC.
Report date May 15, 2024 · Filed May 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, no par valueSEC Table I · non-derivative | Direct | 206,040 |
Ending reported balance
After 2024-05-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-05-15 · Exercise / conversion · Acquired 60,000 · Balance 240,362 Row 2 · 2024-05-15 · Tax withholding · Disposed 34,322 · Balance 206,040 F1: Represents a "net exercise" of outstanding stock options. The reporting person received 25,678 shares of common stock on net exercise of option to purchase 60,000 shares of common stock. The reporting person forfeited 34,322 shares of common stock underlying the option in payment of the exercise price and tax liability, using the closing stock price on May 15, 2024 of $8.24 per share. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.35 · Expires 2024-05-17 | Direct | 0 |
Reported balance
After 2024-05-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-05-15 · Exercise / conversion · Disposed 60,000 · Balance 0 F3: Issued in consideration of the named person's services to the issuer. F2: Became exercisable in four equal installments on May 17, 2018, 2019, 2020 and 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a "net exercise" of outstanding stock options. The reporting person received 25,678 shares of common stock on net exercise of option to purchase 60,000 shares of common stock. The reporting person forfeited 34,322 shares of common stock underlying the option in payment of the exercise price and tax liability, using the closing stock price on May 15, 2024 of $8.24 per share.
F2: Became exercisable in four equal installments on May 17, 2018, 2019, 2020 and 2021.
F3: Issued in consideration of the named person's services to the issuer.
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 15, 2024 Filed May 17, 2024 21:52 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $4.35 | Not disclosed |
DisclosureSEC source: 0001683168-24-003638 · ownership.xml · derivative · entry 3 Straten Laurie · CIK 0001576501 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 60,000 shares Expires 2024-05-17 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 · price: Issued in consideration of the named person's services to the issuer. F2 · derivative.exercise_date: Became exercisable in four equal installments on May 17, 2018, 2019, 2020 and 2021. Read SEC document |
| May 15, 2024 Filed May 17, 2024 21:52 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 34,322 | $8.24 | $282,813.28 |
DisclosureSEC source: 0001683168-24-003638 · ownership.xml · nonDerivative · entry 2 Straten Laurie · CIK 0001576501 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,040 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 25,678 shares of common stock on net exercise of option to purchase 60,000 shares of common stock. The reporting person forfeited 34,322 shares of common stock underlying the option in payment of the exercise price and tax liability, using the closing stock price on May 15, 2024 of $8.24 per share. Read SEC document |
| May 15, 2024 Filed May 17, 2024 21:52 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 60,000 | $4.35 | $261,000.00 |
DisclosureSEC source: 0001683168-24-003638 · ownership.xml · nonDerivative · entry 1 Straten Laurie · CIK 0001576501 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 240,362 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 03, 2023 Filed May 5, 2023 19:39 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $3.48 | Not disclosed |
DisclosureSEC source: 0001683168-23-002968 · ownership.xml · derivative · entry 6 Straten Laurie · CIK 0001576501 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 60,000 shares Expires 2023-05-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: Issued in consideration of the named person's services to the issuer. F5 · derivative.exercise_date: Became exercisable in cumulative increments of 15,000 shares on May 12, 2017, 2018, 2019, and 2020. Read SEC document |
| May 03, 2023 Filed May 5, 2023 19:39 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 90,000 | Not disclosed Strike: $7.97 | Not disclosed |
DisclosureSEC source: 0001683168-23-002968 · ownership.xml · derivative · entry 5 Straten Laurie · CIK 0001576501 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 90,000 shares Expires 2023-05-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: Issued in consideration of the named person's services to the issuer. F3 · derivative.exercise_date: Became exercisable in cumulative increments of 18,000 shares on May 7, 2014, 2015, 2016, 2017, and 2018. Read SEC document |
| May 03, 2023 Filed May 5, 2023 19:39 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 20,674 | $10.10 | $208,807.40 |
DisclosureSEC source: 0001683168-23-002968 · ownership.xml · nonDerivative · entry 4 Straten Laurie · CIK 0001576501 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,362 F2 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 39,326 shares of common stock on net exercise of option to purchase 60,000 shares of common stock. The reporting person forfeited 20,674 shares of common stock underlying the option in payment of the exercise price, using the closing stock price on May 3, 2023 of $10.10 per share. Read SEC document |
| May 03, 2023 Filed May 5, 2023 19:39 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 60,000 | $3.48 | $208,800.00 |
DisclosureSEC source: 0001683168-23-002968 · ownership.xml · nonDerivative · entry 3 Straten Laurie · CIK 0001576501 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,036 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 03, 2023 Filed May 5, 2023 19:39 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 71,020 | $10.10 | $717,302.00 |
DisclosureSEC source: 0001683168-23-002968 · ownership.xml · nonDerivative · entry 2 Straten Laurie · CIK 0001576501 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,036 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 18,980 shares of common stock on net exercise of option to purchase 90,000 shares of common stock. The reporting person forfeited 71,020 shares of common stock underlying the option in payment of the exercise price, using the closing stock price on May 3, 2023 of $10.10 per share. Read SEC document |
| May 03, 2023 Filed May 5, 2023 19:39 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 90,000 | $7.97 | $717,300.00 |
DisclosureSEC source: 0001683168-23-002968 · ownership.xml · nonDerivative · entry 1 Straten Laurie · CIK 0001576501 · Exec. Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,056 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 |
| January 20, 2023 Filed Jan 24, 2023 19:38 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 25,000 | Not disclosed Strike: $6.86 | Not disclosed |
DisclosureSEC source: 0001683168-23-000289 · ownership.xml · derivative · entry 3 Straten Laurie · CIK 0001576501 · Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 25,000 shares Expires 2023-02-01 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 · price: Issued in consideration of the named person's services to the issuer. F2 · derivative.exercise_date: Became exercisable in cumulative increments of 5,000 shares on February 1, 2014, 2015, 2016, 2017, and 2018. Read SEC document |
| January 20, 2023 Filed Jan 24, 2023 19:38 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 17,394 | $9.86 | $171,504.84 |
DisclosureSEC source: 0001683168-23-000289 · ownership.xml · nonDerivative · entry 2 Straten Laurie · CIK 0001576501 · Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,056 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 7,606 shares of common stock on net exercise of option to purchase 25,000 shares of common stock. The reporting person forfeited 17,394 shares of common stock underlying the option in payment of the exercise price, using the closing stock price on January 20, 2023 of $9.86 per share. Read SEC document |
| January 20, 2023 Filed Jan 24, 2023 19:38 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 25,000 | $6.86 | $171,500.00 |
DisclosureSEC source: 0001683168-23-000289 · ownership.xml · nonDerivative · entry 1 Straten Laurie · CIK 0001576501 · Exec. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,450 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 |
| June 24, 2022 Filed Jun 28, 2022 23:41 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $10.25 | Not disclosed |
DisclosureSEC source: 0001683168-22-004646 · ownership.xml · derivative · entry 1 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock, No Par Value · 60,000 shares Expires 2029-06-24 F2 · price: Issued in consideration of the named person's services to the issuer. F1 · derivative.exercise_date: Becomes exercisable in four equal increments on June 24, 2023, 2024, 2025, and 2026. Read SEC document |
| May 02, 2022 Filed May 4, 2022 23:21 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $6.11 | Not disclosed |
DisclosureSEC source: 0001683168-22-003202 · ownership.xml · derivative · entry 4 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 60,000 shares Expires 2022-05-19 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 · price: Issued in consideration of the named person's services to the issuer. F2 · derivative.exercise_date: Became exercisable in cumulative increments of 15,000 shares on May 19, 2016, 2017, 2018, and 2019. Read SEC document |
| May 02, 2022 Filed May 4, 2022 23:21 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | SaleCommon Stock, no par value | 50,000 | $11.50 | $575,000.00 |
DisclosureSEC source: 0001683168-22-003202 · ownership.xml · nonDerivative · entry 3 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,450 Read SEC document |
| May 02, 2022 Filed May 4, 2022 23:21 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Tax withholdingCommon Stock, no par value | 30,550 | $12.00 | $366,600.00 |
DisclosureSEC source: 0001683168-22-003202 · ownership.xml · nonDerivative · entry 2 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,450 F1 · kind: Represents a "net exercise" of outstanding stock options. The reporting person received 29,450 shares of common stock on net exercise of option to purchase 60,000 shares of common stock. The reporting person forfeited 30,550 shares of common stock underlying the option in payment of the exercise prices, using the closing stock price on May 2, 2022 of $12.00 per share. Read SEC document |
| May 02, 2022 Filed May 4, 2022 23:21 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 60,000 | $6.11 | $366,600.00 |
DisclosureSEC source: 0001683168-22-003202 · ownership.xml · nonDerivative · entry 1 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,000 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 16, 2022 Filed Mar 17, 2022 20:26 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | SaleCommon Stock, No Par Value | 30,000 | $10.80 | $324,000.00 |
DisclosureSEC source: 0001683168-22-001745 · ownership.xml · nonDerivative · entry 2 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,000 Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:26 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | SaleCommon Stock, No Par Value | 10,000 | $10.75 | $107,500.00 |
DisclosureSEC source: 0001683168-22-001745 · ownership.xml · nonDerivative · entry 1 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,000 Read SEC document |
| March 08, 2022 Filed Mar 14, 2022 22:11 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | SaleCommon Stock, No Par Value | 10,000 | $11.90 | $119,000.00 |
DisclosureSEC source: 0001683168-22-001652 · ownership.xml · nonDerivative · entry 1 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,000 Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 21:30 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 7,000 | Not disclosed Strike: $1.94 | Not disclosed |
DisclosureSEC source: 0001683168-22-001035 · ownership.xml · derivative · entry 4 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 7,000 shares Expires 2022-07-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Issued in consideration of the named person's service to the issuer. F3 · derivative.exercise_date: Became exercisable in cumulative increments of 1,400 shares on July 16, 2013, 2014, 2015, 2016 and 2017. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 21:30 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 18,000 | Not disclosed Strike: $1.20 | Not disclosed |
DisclosureSEC source: 0001683168-22-001035 · ownership.xml · derivative · entry 3 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 18,000 shares Expires 2022-04-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Issued in consideration of the named person's service to the issuer. F1 · derivative.exercise_date: Became exercisable in cumulative increments of 3,600 shares on April 3, 2013, 2014, 2015, 2016 and 2017. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 21:30 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, No Par Value | 7,000 | $1.94 | $13,580.00 |
DisclosureSEC source: 0001683168-22-001035 · ownership.xml · nonDerivative · entry 2 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,000 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 |
| February 11, 2022 Filed Feb 15, 2022 21:30 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, No Par Value | 18,000 | $1.20 | $21,600.00 |
DisclosureSEC source: 0001683168-22-001035 · ownership.xml · nonDerivative · entry 1 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,000 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 |
| November 12, 2021 Filed Nov 16, 2021 19:54 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 1,250 | Not disclosed Strike: $1.75 | Not disclosed |
DisclosureSEC source: 0001683168-21-005758 · ownership.xml · derivative · entry 6 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 1,250 shares Expires 2021-11-23 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: Issued in consideration of the named person's service to the issuer. Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 19:54 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 2,500 | Not disclosed Strike: $1.50 | Not disclosed |
DisclosureSEC source: 0001683168-21-005758 · ownership.xml · derivative · entry 5 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 2,500 shares Expires 2021-11-23 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: Issued in consideration of the named person's service to the issuer. Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 19:54 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 9,000 | Not disclosed Strike: $1.95 | Not disclosed |
DisclosureSEC source: 0001683168-21-005758 · ownership.xml · derivative · entry 4 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 9,000 shares Expires 2021-11-23 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: Issued in consideration of the named person's service to the issuer. Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 19:54 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, No Par Value | 1,250 | $1.75 | $2,187.50 |
DisclosureSEC source: 0001683168-21-005758 · ownership.xml · nonDerivative · entry 3 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,000 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 |
| November 12, 2021 Filed Nov 16, 2021 19:54 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, No Par Value | 2,500 | $1.50 | $3,750.00 |
DisclosureSEC source: 0001683168-21-005758 · ownership.xml · nonDerivative · entry 2 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,750 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 |
| November 12, 2021 Filed Nov 16, 2021 19:54 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, No Par Value | 9,000 | $1.95 | $17,550.00 |
DisclosureSEC source: 0001683168-21-005758 · ownership.xml · nonDerivative · entry 1 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,250 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 03, 2021 Filed Aug 6, 2021 11:52 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $4.95 | Not disclosed |
DisclosureSEC source: 0001683168-21-003308 · ownership.xml · derivative · entry 1 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock, no par value · 60,000 shares Expires 2028-08-03 F2 · price: Issued in consideration of the named person's service to the issuer. F1 · derivative.exercise_date: Becomes exercisable in four equal increments on August 3, 2022, 2023, 2024 and 2025 Read SEC document |
| May 28, 2021 Filed Jun 2, 2021 22:03 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 25,000 | Not disclosed Strike: $1.03 | Not disclosed |
DisclosureSEC source: 0001683168-21-002313 · ownership.xml · derivative · entry 2 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No par value · 25,000 shares Expires 2021-06-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Issued in consideration of the named person's services to the issuer. F1 · derivative.exercise_date: Became exercisable in cumulative increments of 5,000 shares on June 3, 2012, 2013, 2014, 2015, and 2016. Read SEC document |
| May 28, 2021 Filed Jun 2, 2021 22:03 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 25,000 | $1.03 | $25,750.00 |
DisclosureSEC source: 0001683168-21-002313 · ownership.xml · nonDerivative · entry 1 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,250 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 |
| June 01, 2020 Filed Jun 3, 2020 20:45 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (right to buy) · Derivative | 80,000 | Not disclosed Strike: $2.47 | Not disclosed |
DisclosureSEC source: 0000889609-20-000023 · primary_doc.xml · derivative · entry 1 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Common Stock, No Par Value · 80,000 shares Expires 2027-06-01 F2 · price: Issued in consideration of the named person's service to the issuer. F1 · derivative.exercise_date: Becomes exercisable in 25% cumulative increments on June 1 of 2021, 2022, 2023, and 2024. Read SEC document |
| April 21, 2020 Filed Apr 23, 2020 16:04 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 12,000 | Not disclosed Strike: $1.81 | Not disclosed |
DisclosureSEC source: 0000889609-20-000003 · primary_doc.xml · derivative · entry 2 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, no par value · 12,000 shares Expires 2020-04-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Issued in consideration of the named person's services to the issuer. F1 · derivative.exercise_date: Became exercisable in cumulative increments of 2,400 shares on April 27, 2011, 2012, 2013, 2014, and 2015. Read SEC document |
| April 21, 2020 Filed Apr 23, 2020 16:04 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 12,000 | $1.81 | $21,720.00 |
DisclosureSEC source: 0000889609-20-000003 · primary_doc.xml · nonDerivative · entry 1 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,250 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 08, 2019 Filed Aug 13, 2019 01:13 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (Right to Buy) · Derivative | 60,000 | Not disclosed Strike: $3.53 | Not disclosed |
DisclosureSEC source: 0000889609-19-000021 · primary_doc.xml · derivative · entry 1 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock, no par value · 60,000 shares Expires 2026-08-08 F2 · price: Issued in consideration of the named person's services to the issuer. F1 · derivative.exercise_date: Becomes exercisable in cumulative installments of 25% of the shares shown, on 08/08/2020, 08/08/2021, 08/08/2022 and 08/08/2023. Read SEC document |
| May 08, 2019 Filed May 10, 2019 18:01 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 30,000 | Not disclosed Strike: $0.77 | Not disclosed |
DisclosureSEC source: 0000889609-19-000005 · primary_doc.xml · derivative · entry 2 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 30,000 shares Expires 2019-05-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Issued in consideration of the named person's services to the issuer. F1 · derivative.exercise_date: Became exercisable in cumulative increments of 6,000 shares on May 13, 2010, 2011, 2012, 2013, and 2014. Read SEC document |
| May 08, 2019 Filed May 10, 2019 18:01 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 30,000 | $0.77 | $23,100.00 |
DisclosureSEC source: 0000889609-19-000005 · primary_doc.xml · nonDerivative · entry 1 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,250 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, 2018 Filed May 11, 2018 23:02 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $3.48 | Not disclosed |
DisclosureSEC source: 0001683168-18-001289 · straton_f4.xml · derivative · entry 1 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock, No Par Value · 60,000 shares Expires 2025-05-09 F2 · price: Issued in consideration of the named person's service to the issuer. F1 · derivative.exercise_date: Becomes exercisable in four equal increments on May 9, 2019, 2020, 2021, and 2022. Read SEC document |
| January 18, 2018 Filed Jan 22, 2018 23:28 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | Not disclosed Strike: $1.50 | Not disclosed |
DisclosureSEC source: 0000889609-18-000003 · primary_doc.xml · derivative · entry 2 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, No Par Value · 10,000 shares Expires 2018-01-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Issued in consideration of the named person's services to the issuer. F1 · derivative.exercise_date: Became exercisable in cumulative increments of 4,000 shares on June 10, 2010, and of 2,000 shares on January 30, 2011, 2012, and 2013. Read SEC document |
| January 18, 2018 Filed Jan 22, 2018 23:28 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 10,000 | $1.50 | $15,000.00 |
DisclosureSEC source: 0000889609-18-000003 · primary_doc.xml · nonDerivative · entry 1 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,250 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 |
| July 12, 2017 Filed Jul 14, 2017 22:58 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | Not disclosed Strike: $1.50 | Not disclosed |
DisclosureSEC source: 0000889609-17-000034 · primary_doc.xml · derivative · entry 2 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common, no par · 10,000 shares Expires 2017-07-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Issued in consideration of the named person's services to the issuer. F1 · derivative.exercise_date: Became exercisable in cumulative increments of 4,000 shares on June 10, 2010, and of 2,000 shares on July 30, 2010, 2011, and 2012. Read SEC document |
| July 12, 2017 Filed Jul 14, 2017 22:58 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 10,000 | $1.50 | $15,000.00 |
DisclosureSEC source: 0000889609-17-000034 · primary_doc.xml · nonDerivative · entry 1 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,250 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 17, 2017 Filed May 20, 2017 00:18 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | GrantStock Option (right to buy) · Derivative | 60,000 | Not disclosed Strike: $4.35 | Not disclosed |
DisclosureSEC source: 0000889609-17-000028 · primary_doc.xml · derivative · entry 1 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock, No Par Value · 60,000 shares Expires 2024-05-17 F2 · price: Issued in consideration of the named person's service to the issuer. F1 · derivative.exercise_date: Becomes exercisable in four equal increments on May 17, 2018, 2019, 2020 and 2021. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 22:50 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | Not disclosed Strike: $1.50 | Not disclosed |
DisclosureSEC source: 0000889609-17-000003 · primary_doc.xml · derivative · entry 2 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common, no par · 5,000 shares Expires 2017-02-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Issued in consideration of the named person's services to the issuer. F1 · derivative.exercise_date: Became exercisable as to 3,000 shares on June 10, 2010, and as to additional cumulative increments of 1,000 shares on February 27 of 2011 and 2012. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 22:50 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 5,000 | $1.50 | $7,500.00 |
DisclosureSEC source: 0000889609-17-000003 · primary_doc.xml · nonDerivative · entry 1 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,250 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 |
| October 10, 2016 Filed Oct 12, 2016 18:48 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | Not disclosed Strike: $1.50 | Not disclosed |
DisclosureSEC source: 0000889609-16-000056 · primary_doc.xml · derivative · entry 2 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common, no par · 20,000 shares Expires 2016-10-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Issued in consideration of the named person's services to the issuer. F1 · derivative.exercise_date: Became exercisable as to 12,000 shares on June 10, 2010, and as to additional cumulative increments of 4,000 shares on October 25 of 2010 and 2011. Read SEC document |
| October 10, 2016 Filed Oct 12, 2016 18:48 UTC | CONSUMER PORTFOLIO SERVICES, INC. CPSS · Entity 1404 | Exercise / conversionCommon Stock, no par value | 20,000 | $1.50 | $30,000.00 |
DisclosureSEC source: 0000889609-16-000056 · primary_doc.xml · nonDerivative · entry 1 Straten Laurie · CIK 0001576501 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,250 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.