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Sonic Automotive (SAH) CEO updates stock holdings in annual Form 5

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
5

Rhea-AI Filing Summary

Sonic Automotive, Inc. Chairman and CEO David Bruton Smith filed an annual Form 5 reporting a change in his beneficial ownership of Class A common stock for the fiscal year ended 12/31/2025. On 07/07/2025, he acquired 1,250 shares of Class A common stock in a transaction coded "W" at a reported price of $0, reflecting receipt from The Estate of Bonita Smith under the laws of descent and distribution.

Following this transaction, he beneficially owned 553,593 Class A shares directly. He is also reported as indirectly beneficially owning 836,534 Class A shares through OBS Family, LLC, while disclaiming beneficial ownership of those shares except to the extent of his pecuniary interest.

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SEC Form 5
FORM 5 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

ANNUAL 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: 3235-0362
Estimated average burden
hours per response: 1.0
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Form 3 Holdings Reported.
Form 4 Transactions Reported.
1. Name and Address of Reporting Person*
SMITH DAVID BRUTON

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

(Street)
CHARLOTTE NC 28211

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
SONIC AUTOMOTIVE INC [ SAH ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director X 10% Owner
X Officer (give title below) Other (specify below)
Chairman and CEO
3. Statement for Issuer's Fiscal Year Ended (Month/Day/Year)
12/31/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 at end of Issuer's Fiscal Year (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Amount (A) or (D) Price
Class A Common Stock 07/07/2025 W 1,250(1) A $0(1) 553,593 D
Class A Common Stock 836,534 I by OBS Family, 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)
(A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. The reported securities were acquired by the reporting person from The Estate of Bonita Smith under the laws of descent and distribution.
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/ David Bruton Smith 01/05/2026
** Signature of Reporting Person Date
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.

FAQ

What does Sonic Automotive (SAH) report in this Form 5 filing?

The filing reports that Chairman and CEO David Bruton Smith updated his beneficial ownership of Class A common stock for Sonic Automotive, Inc. for the fiscal year ended 12/31/2025, including a reported acquisition of shares and his direct and indirect holdings.

How many Sonic Automotive (SAH) shares did David Bruton Smith acquire?

He acquired 1,250 shares of Sonic Automotive, Inc. Class A common stock on 07/07/2025 in a transaction coded "W" at a reported price of $0.

What is David Bruton Smith’s direct ownership in Sonic Automotive (SAH) after the reported transaction?

After the reported transaction, David Bruton Smith directly beneficially owned 553,593 shares of Sonic Automotive, Inc. Class A common stock.

What indirect Sonic Automotive (SAH) holdings are reported for David Bruton Smith?

The filing shows that he indirectly beneficially owned 836,534 shares of Class A common stock through OBS Family, LLC, with a disclaimer that he only acknowledges beneficial ownership to the extent of his pecuniary interest.

How were the additional Sonic Automotive (SAH) shares obtained by David Bruton Smith?

The 1,250 Class A shares were acquired from The Estate of Bonita Smith under the laws of descent and distribution, indicating they were received as part of an estate transfer.

What roles does David Bruton Smith hold at Sonic Automotive (SAH)?

He is identified as a Director, a 10% Owner, and an Officer of Sonic Automotive, Inc., with the officer title listed as Chairman and CEO.

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