Congdon Stacy Loretz
CIK 1382319 · Senior VP & CFO · last filed 2026-06-15
Congdon Stacy Loretz is a Senior VP & CFO who has filed 122 SEC Form 4 insider transactions across 3 companies since 2007. The most recent filing shows the insider sold $23.6K of LAD on Jun 15, 2026. Across all open-market trades the lifetime net is −$6.0M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $1.0M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$1.01M
3
122
-$5.95M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| LAD | Director | 2,375 | $423.81 | $1.01M | -$150.8K | 8 | 2026-06-15 |
| FARMER BROTHERS CO (FARM) Delisted | Director | 94,549 | $1.28 | $121.0K | $19.3K | 9 | 2024-02-13 |
| Core-Mark Holding Company, LLC (CORE) Delisted | Senior VP & CFO | 126,086 | $45.65 | $5.76M | -$5.82M | 101 | 2016-06-10 |
Recent Filings
122 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-06-15 | LAD | Sell (S) | −75 | -$23.6K | EDGAR |
| 2026-06-12 | LAD | Notice (144) | −75 | -$23.6K | EDGAR |
| 2026-05-01 | LAD | Grant (A) | +715 | $0 | EDGAR |
| 2026-03-13 | LAD | Sell (S) | −75 | -$19.4K | EDGAR |
| 2026-03-12 | LAD | Notice (144) | −75 | -$19.8K | EDGAR |
| 2025-12-15 | LAD | Sell (S) | −75 | -$27.0K | EDGAR |
| 2025-12-12 | LAD | Notice (144) | −75 | -$26.7K | EDGAR |
| 2025-04-24 | LAD | Grant (A) | +672 | $0 | EDGAR |
| 2025-03-14 | LAD | Sell (S) | −270 | -$80.7K | EDGAR |
| 2025-03-13 | LAD | Notice (144) | −270 | -$80.7K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.