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Sonic Automotive (SAH) insider B. Scott Smith reports inherited shares

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

Rhea-AI Filing Summary

Sonic Automotive director and 10% owner B. Scott Smith filed an annual statement of changes in beneficial ownership for the fiscal year ended 12/31/2025. On 07/07/2025 he acquired 1,250 shares of Class A Common Stock, coded "W", from The Estate of Bonita Smith under the laws of descent and distribution at a reported price of $0. After this transaction, he directly held 397,457 Class A shares and indirectly held 836,534 Class A shares through OBS Family, LLC. He disclaims beneficial ownership of the indirectly held 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 BRYAN SCOTT

(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
Officer (give title below) Other (specify below)
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) 397,457 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/ B. Scott 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 insider activity did Sonic Automotive (SAH) report in this Form 5?

The filing shows that B. Scott Smith, a director and 10% owner of Sonic Automotive, acquired 1,250 shares of Class A Common Stock on 07/07/2025. The shares were received from The Estate of Bonita Smith under the laws of descent and distribution.

How many Sonic Automotive (SAH) shares does B. Scott Smith beneficially own after this transaction?

Following the reported transaction, B. Scott Smith beneficially owns 397,457 Class A shares directly and 836,534 Class A shares indirectly through OBS Family, LLC.

What was the reported price for the Sonic Automotive (SAH) shares acquired by B. Scott Smith?

The 1,250 Class A Common Stock shares acquired on 07/07/2025 were reported at a price of $0, reflecting that they were received via inheritance from The Estate of Bonita Smith.

Does B. Scott Smith claim full beneficial ownership of the Sonic Automotive (SAH) shares held by OBS Family, LLC?

No. The filing states that he disclaims beneficial ownership of the Class A Common Stock held through OBS Family, LLC, except to the extent of his pecuniary interest in those shares.

For which fiscal year is this Sonic Automotive (SAH) Form 5 statement filed?

The annual statement of changes in beneficial ownership is filed for Sonic Automotive’s fiscal year ended 12/31/2025.

Sonic Automotive

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