Insider · CIK 0001382319
Congdon Stacy Loretz
Files at FARM (FARMER BROTHERS CO), LAD (LITHIA MOTORS INC). First filing Mar 14, 2025, latest Sep 14, 2026.
In brief
Congdon Stacy Loretz files SEC Form 4 as director at LAD (LITHIA MOTORS INC), and also at FARM (FARMER BROTHERS CO). Since Mar 14, 2025, Congdon Stacy Loretz has reported 0 open-market buys worth $0 and 5 open-market sells worth $179k, the latest filed on Sep 14, 2026.
A track record needs three past buys with six months of prices behind them; Congdon Stacy Loretz has 0, so none is measured yet.
The newest scored trade: sold $28k of LAD on Sep 11, 2026, filed Sep 14, 2026, scored 8 (weak), under a 10b5-1 plan. In the last 12 months: 0 buys worth $0 and 4 sells worth $98k.
Where the trades landed
Last year at the company this insider has traded most, with each buy and sell on the bar it happened.
LAD: LITHIA MOTORS INC
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
Signals
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 8Weak | LITHIA MOTORS INC | $28k 75 shares | -3% | - | |
| 3Weak | LITHIA MOTORS INC | $24k 75 shares | -3% | +29% from low-12% from high | |
| 0Weak | LITHIA MOTORS INC | $19k 75 shares | -4% | 0% from low-28% from high | |
| 0Weak | LITHIA MOTORS INC | $27k 75 shares | -4% | +27% from low-10% from high | |
| 37Weak | LITHIA MOTORS INC | $81k 270 shares | -18% | - |
Planned sales
Form 144 notices this insider filed before selling restricted or control stock, newest first.
| Filed | Company | Shares | Value | Sale date | Past 3 months |
|---|---|---|---|---|---|
| Sep 11, 2026 | LAD LITHIA MOTORS INC | 75 0.00% of outstanding | $28k | Sep 11, 2026 | $24k |
| Jun 12, 2026 | LAD LITHIA MOTORS INC | 75 0.00% of outstanding | $24k | Jun 12, 2026 | $20k |
| Mar 12, 2026 | LAD Lithia Motors, Inc. | 75 0.00% of outstanding | $20k | Mar 12, 2026 | none |
| Dec 12, 2025 | LAD Lithia Motors, Inc. | 75 0.00% of outstanding | $27k | Dec 12, 2025 | none |
| Mar 13, 2025 | LAD LITHIA MOTORS INC | 270 0.00% of outstanding | $81k | Mar 12, 2025 | none |
Transactions
Every row this insider has filed, 8 in all, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Sep 11, 2026 | LAD LITHIA MOTORS INC | SOpen-market sale Lithia Motors Inc Common Stock10b5-1 | -75 | $370.73 | $28k | 2,300 | 30 d ago |
| Jun 12, 2026 | LAD LITHIA MOTORS INC | SOpen-market sale Lithia Motors Inc Common Stock10b5-1 | -75 | $315.00 | $24k | 2,375 | Jun 15, 2026 |
| Apr 30, 2026 | LAD LITHIA MOTORS INC | AGrant or award Lithia Motors Inc Common Stock | +715 | $0.00 | $0 | 2,450 | May 1, 2026 |
| Mar 12, 2026 | LAD LITHIA MOTORS INC | SOpen-market sale Lithia Motors Inc Common Stock10b5-1 | -75 | $259.33 | $19k | 1,735 | Mar 13, 2026 |
| Dec 12, 2025 | LAD LITHIA MOTORS INC | SOpen-market sale Lithia Motors Inc Common Stock10b5-1 | -75 | $360.00 | $27k | 1,810 | Dec 15, 2025 |
| Apr 24, 2025 | LAD LITHIA MOTORS INC | AGrant or award Lithia Motors Inc Common Stock | +672 | $0.00 | $0 | 1,885 | Apr 24, 2025 |
| Mar 12, 2025 | LAD LITHIA MOTORS INC | SOpen-market sale Lithia Motors Inc Common Stock | -270 | $298.80 | $81k | 1,213 | Mar 14, 2025 |
| Feb 12, 2024 | FARM FARMER BROTHERS CO | AGrant or award Common Stock | +25,885 | $0.00 | $0 | 94,549 | Feb 13, 2024 |
Questions about Congdon Stacy Loretz
Answered from the filings on this page, as of the latest one.
Is Congdon Stacy Loretz buying or selling?
In the last 12 months Congdon Stacy Loretz reported 0 open-market buys worth $0 and 4 open-market sells worth $98k on SEC Form 4; the latest was sold $28k of LAD on Sep 11, 2026. Grants, option exercises and tax withholding are not counted.
How did Congdon Stacy Loretz's past buys perform?
Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Congdon Stacy Loretz has 0.
Where does Congdon Stacy Loretz file Form 4?
Congdon Stacy Loretz has filed Form 4 at LAD (LITHIA MOTORS INC); FARM (FARMER BROTHERS CO). A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.