Loretz Congdon Stacy — SEC Form 4 filings
SEC reporting owner CIK 1382319. 9 Form 4 filings on record with FilingPulse; latest filed 2026-09-14.
Transaction summary — filings shown
Covers all 9 filings on record, filed 2024-02-13 to 2026-09-14. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 5 legs across 5 filings — 570 shares, $178,555 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 4.
- Largest priced transaction: sale of 270 shares @ $298.80 ($80,676) in LITHIA MOTORS INC, filed 2025-03-14.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| LITHIA MOTORS INC (LAD) | Director | 8 | — | 5 legs · 570 sh · $178,555 | 3 |
| FARMER BROTHERS CO (FARM) | Director | 1 | — | — | 1 |
Form 4 filings — Loretz Congdon Stacy
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-09-14 | 4 | LITHIA MOTORS INC (LAD) | Sale (S): 75 @ $370.73 | EDGAR |
| 2026-06-15 | 4 | LITHIA MOTORS INC (LAD) | Sale (S): 75 @ $315 | EDGAR |
| 2026-05-01 | 4 | LITHIA MOTORS INC (LAD) | Grant/award (A): 715 @ $0 | EDGAR |
| 2026-03-13 | 4 | LITHIA MOTORS INC (LAD) | Sale (S): 75 @ $259.33 | EDGAR |
| 2025-12-15 | 4 | LITHIA MOTORS INC (LAD) | Sale (S): 75 @ $360 | EDGAR |
| 2025-04-24 | 4 | LITHIA MOTORS INC (LAD) | Grant/award (A): 672 @ $0 | EDGAR |
| 2025-03-14 | 4 | LITHIA MOTORS INC (LAD) | Sale (S): 270 @ $298.80 | EDGAR |
| 2024-04-24 | 4 | LITHIA MOTORS INC (LAD) | Grant/award (A): 704 @ $0 | EDGAR |
| 2024-02-13 | 4 | FARMER BROTHERS CO (FARM) | Grant/award (A): 25,885 @ $0 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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