Congdon Stacy Loretz

CIK: 0001382319

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)5 (71.4%)

Position reduction

Option Exercises (M)0 (0.0%)

Derivative conversions

Awards (A)2 (28.6%)

Compensation grants

Other (G, F, J, C, D, …)0 (0.0%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (1)

LAD

LITHIA MOTORS INC

Director

Discretionary Trading P&L

Holdings

Transaction History (7 total)

LAD
LITHIA MOTORS INC
Sep 11, 2026
Sale(S)
Direct
75 shares at avg. $370.73$28K
LAD
LITHIA MOTORS INC
Jun 12, 2026
Sale(S)
Direct
75 shares at avg. $315.00$24K
LAD
LITHIA MOTORS INC
Apr 30, 2026
Award(A)
Direct
715 shares-
LAD
LITHIA MOTORS INC
Mar 12, 2026
Sale(S)
Direct
75 shares at avg. $259.33$19K
LAD
LITHIA MOTORS INC
Dec 12, 2025
Sale(S)
Direct
75 shares at avg. $360.00$27K
LAD
LITHIA MOTORS INC
Apr 24, 2025
Award(A)
Direct
672 shares-
LAD
LITHIA MOTORS INC
Mar 12, 2025
Sale(S)
Direct
270 shares at avg. $298.80$81K

		Type	Shares	Price		Ownership
Sep 11, 2026	LAD LITHIA MOTORS INC	Sale(S)	75	$370.73	$27,805	Direct
Jun 12, 2026	LAD LITHIA MOTORS INC	Sale(S)	75	$315.00	$23,625	Direct
Apr 30, 2026	LAD LITHIA MOTORS INC	Award(A)	715	-	$0	Direct
Mar 12, 2026	LAD LITHIA MOTORS INC	Sale(S)	75	$259.33	$19,450	Direct
Dec 12, 2025	LAD LITHIA MOTORS INC	Sale(S)	75	$360.00	$27,000	Direct
Apr 24, 2025	LAD LITHIA MOTORS INC	Award(A)	672	-	-	Direct
Mar 12, 2025	LAD LITHIA MOTORS INC	Sale(S)	270	$298.80	$80,676	Direct

1-7 of 7 transactions

About Loretz Congdon Stacy

Loretz Congdon Stacy (SEC CIK 0001382319) files insider reports with the SEC as Director of LITHIA MOTORS INC (LAD).

Signal8 holds 7 ownership filings by Loretz Congdon Stacy, all Form 4s, filed between Mar 14, 2025 and Sep 14, 2026. Those filings report 7 transactions, from Mar 12, 2025 to Sep 11, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on Loretz Congdon Stacy's filings is in MEDFORD, OR.

Recent filings by Loretz Congdon Stacy

Sep 11, 2026: Open-market sale of LAD shares (Form 4, code S).
Jun 12, 2026: Open-market sale of LAD shares (Form 4, code S).
Apr 30, 2026: Grant or award of LAD shares (Form 4, code A).
Mar 12, 2026: Open-market sale of LAD shares (Form 4, code S).
Dec 12, 2025: Open-market sale of LAD shares (Form 4, code S).

Other insiders filing for LITHIA MOTORS INC (LAD)

DEBOER SIDNEY B, Director
Macaddino Katherine Lee, Chief People Officer
O'NEILL HEIDI, Director
Stork David, Chief Administrative Officer
McIntyre Shauna, Director
Bailey Richard J Jr, Director

How to read Form 4 transaction codes