Welcome to our dedicated page for Sonic Automotive SEC filings (Ticker: SAH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Sonic Automotive, Inc. filings document the regulatory record for an automotive retailer with franchised dealerships, EchoPark used-vehicle operations and powersports activities. Form 8-K disclosures cover operating results, earnings presentation materials, quarterly cash dividends, material definitive agreements and credit-facility terms.
Proxy and compensation-related filings describe annual meeting matters, shareholder votes, equity incentive plans, Class A common stock reserved for awards, executive bonus metrics and performance-based restricted stock units. The filings also address governance procedures, capital-structure matters and disclosure controls tied to Sonic Automotive's public-company reporting obligations.
Sonic Automotive’s Schedule 13D/A shows updated ownership positions for OBS Family, LLC, Sonic Financial Corporation and members of the Smith family after the company’s open‑market share repurchases. OBS Family now reports beneficial ownership of 3,007,784 Class A shares, or 9.5%, while Sonic Financial Corporation reports 9,858,125 Class A shares, or 31.2%. B. Scott Smith reports beneficial ownership of 13,215,188 shares (41.8%), David Bruton Smith 13,365,903 shares (42.3%), and Marcus G. Smith 12,917,852 shares (40.9%), including shares issuable upon conversion of Class B stock. The group states it believes Sonic Automotive’s shares are undervalued and discloses an intention to potentially acquire additional shares in the open market or via private transactions, which could result in beneficial ownership above 50% of the Class A shares and could include considering alternatives such as a potential take‑private transaction.
Sonic Automotive President Jeff Dyke reported open‑market sales of 50,000 shares of Class A common stock under a pre‑established Rule 10b5‑1 trading plan. On June 9, 2026, he sold 14,886 shares at a weighted average price of $85.1339 per share. On June 10, 2026, he sold 35,114 shares at a weighted average price of $85.2207 per share. Following these transactions, he holds 543,668 shares directly and 111,622 shares indirectly through Ash & Erin, LLC, for which he disclaims beneficial ownership except to the extent of his pecuniary interest.
SAH affiliate reported proposed sales of Class A Common stock under Form 144. The filing lists a sale of 50,000 shares by Ash & Erin LLC on 06/08/2026 and 14,886 shares by Jeff Dyke on 06/09/2026. The entries show dollar amounts associated with those transactions.
SAH files a Form 144 disclosing a proposed sale of Class A Common stock. The notice lists 50,000 shares sold by Ash & Erin LLC on 06/08/2026 with a reported proceeds figure of $4,148,335.00. The filing names UBS Financial Services, Inc. as broker and shows earlier compensation‑related share entries dated 02/08/2025 (4,589 shares) and 02/09/2025 (10,297 shares).
Sonic Automotive President Jeff Dyke reported an open-market sale of Class A Common Stock by an entity associated with him. Ash & Erin, LLC sold 50,000 shares at a weighted average price of $82.9667 per share, in trades ranging from $80.50 to $83.885. The sale was made under a pre-established Rule 10b5-1 trading plan, indicating it was pre-scheduled rather than discretionary.
After this transaction, Ash & Erin, LLC held 111,622 shares indirectly, while Dyke also held 593,668 shares directly. He disclaims beneficial ownership of the LLC-held shares except to the extent of his pecuniary interest.
Sonic Automotive EVP and CFO Heath Byrd reported an open-market sale of 5,061 shares of Class A Common Stock at $85 per share. The sale was executed under a pre-established Rule 10b5-1 trading plan, indicating it was pre-scheduled rather than a discretionary trade.
After this transaction, Byrd directly holds 133,952 shares of Sonic Automotive Class A Common Stock. He also has an indirect interest in 12,129 shares held by Bucknell Avenue, LLC, for which he disclaims beneficial ownership except for his pecuniary interest.
Sonic Automotive EVP and CFO Heath Byrd reported an open-market sale of the company’s Class A Common Stock. He sold 9,526 shares at $85.00 per share in a transaction classified as a sale in the open market or a private transaction.
The sale was executed pursuant to a pre-established Rule 10b5-1 trading plan, meaning it was scheduled in advance rather than timed discretionarily. After this sale, Byrd holds 139,013 shares directly and 12,129 shares indirectly through Bucknell Avenue, LLC, reflecting his ongoing equity stake in Sonic Automotive.
Sonic Automotive Inc. submitted a Form 144 notice disclosing proposed sale of Common shares tied to issuer RSU vesting. The excerpt lists three RSU-related entries dated 02/28/2025, 02/09/2025, and 03/31/2024 with respective share quantities.
Sonic Automotive, Inc. approved new performance-based restricted stock unit awards for three senior executives under its 2026 Equity Incentive Plan, effective May 6, 2026. Grants total 134,230 units, including 69,872 units for CEO David Bruton Smith, 38,175 for Jeff Dyke, and 26,183 for Heath R. Byrd.
The units lack dividend equivalents and voting rights and remain subject to forfeiture until February 11, 2029 based on continued employment and compliance with restrictive covenants and confidentiality obligations. Payout also depends on achieving defined adjusted earnings per share performance for calendar 2026.
Subject to meeting the performance condition, the awards vest in three tranches: 25% on March 31, 2027, 30% on February 11, 2028, and 45% on February 11, 2029. After vesting, they are settled in Sonic’s Class A common stock, cash, or a mix, at the Compensation Committee’s discretion.