STOCK TITAN

Pre-planned sale: Sonic Automotive (NYSE: SAH) CFO sells 5,061 shares

Filing Impact
(Moderate)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
Insider Byrd Heath
Role EVP and CFO
Sold 5,061 shs ($430K)
Type Security Shares Price Value
Sale Class A Common Stock 5,061 $85.00 $430K
holding Class A Common Stock -- -- --
Holdings After Transaction: Class A Common Stock — 133,952 shares (Direct, null); Class A Common Stock — 12,129 shares (Indirect, by Bucknell Avenue, LLC)
Footnotes (1)
  1. Shares sold pursuant to pre-established 10b5-1 Trading Plan. 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.
Shares sold 5,061 shares Open-market sale of Class A Common Stock
Sale price per share $85.00 per share Price for 5,061 shares sold
Direct holdings after transaction 133,952 shares Class A Common Stock held directly by CFO after sale
Indirect holdings after transaction 12,129 shares Class A Common Stock held by Bucknell Avenue, LLC
Net buy/sell direction Net sale of 5,061 shares Transaction summary for this insider
Transaction date June 2, 2026 Date of reported sale and holdings update
Class A Common Stock financial
"security_title: "Class A Common Stock""
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
Rule 10b5-1 Trading Plan regulatory
"Shares sold pursuant to pre-established 10b5-1 Trading Plan."
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
pecuniary interest financial
"except to the extent of his pecuniary interest therein."
indirect ownership financial
"ownership_type: "indirect" and nature_of_ownership: "by Bucknell Avenue, LLC""
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SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
X
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Byrd Heath

(Last)(First)(Middle)
C/O SONIC AUTOMOTIVE, INC.
4401 COLWICK ROAD

(Street)
CHARLOTTE NORTH CAROLINA 28211

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
SONIC AUTOMOTIVE INC [ SAH ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
EVP and CFO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/02/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Class A Common Stock06/02/2026S(1)5,061D$85133,952D
Class A Common Stock12,129Iby Bucknell Avenue, LLC(2)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Shares sold pursuant to pre-established 10b5-1 Trading Plan.
2. 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.
Remarks:
/s/ Heath R. Byrd06/02/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did Sonic Automotive (SAH) report for its CFO?

Sonic Automotive EVP and CFO Heath Byrd sold 5,061 Class A shares at $85 each. The transaction was an open-market sale executed under a pre-established Rule 10b5-1 trading plan, meaning it was scheduled in advance rather than timed opportunistically.

How many Sonic Automotive (SAH) shares does the CFO hold after the sale?

After the sale, CFO Heath Byrd directly holds 133,952 Class A shares. In addition, he has an indirect interest in 12,129 shares held by Bucknell Avenue, LLC, while disclaiming beneficial ownership beyond his pecuniary interest in that entity.

At what price did the Sonic Automotive (SAH) CFO sell his shares?

Heath Byrd’s reported sale was priced at $85 per Class A share. The transaction involved 5,061 shares in an open-market sale, providing clear visibility into the per-share price used in this pre-planned Rule 10b5-1 trade.

Was the Sonic Automotive (SAH) CFO sale made under a Rule 10b5-1 plan?

Yes, the sale was made pursuant to a pre-established Rule 10b5-1 trading plan. Such plans allow insiders to schedule trades in advance, which can reduce concerns about the timing of transactions relative to undisclosed company information.

What indirect Sonic Automotive (SAH) holdings are associated with the CFO?

The filing shows 12,129 Class A shares held indirectly by Bucknell Avenue, LLC. The CFO disclaims beneficial ownership of these shares except to the extent of his pecuniary interest, indicating they are formally owned by the LLC, not personally by him.

How many insider sales versus purchases did Sonic Automotive (SAH) report in this Form 4?

The summary shows one sale transaction and no purchase transactions for this insider. It records a net change of 5,061 shares sold, with no derivative exercises, gifts, or tax-withholding dispositions reported in this particular insider activity snapshot.