Congdon Stacy Loretz
CIK 1382319 · Senior VP & CFO · last filed 2026-05-01
Congdon Stacy Loretz is a Senior VP & CFO who has filed 117 SEC Form 4 insider transactions across 3 companies since 2007. The most recent filing, for LAD, was dated May 1, 2026. Across all open-market trades the lifetime net is −$5.9M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $767.8K 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.
$767.8K
3
117
-$5.93M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| LAD | Director | 2,450 | $313.38 | $767.8K | -$127.1K | 7 | 2026-05-01 |
| 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 | 63,043 | $45.65 | $2.88M | -$5.82M | 101 | 2016-06-10 |
Recent Filings
117 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-05-01 | LAD | Grant (A) | +715 | $0 | EDGAR |
| 2026-03-13 | LAD | Sell (S) | −75 | -$19.4K | EDGAR |
| 2025-12-15 | LAD | Sell (S) | −75 | -$27.0K | EDGAR |
| 2025-04-24 | LAD | Grant (A) | +672 | $0 | EDGAR |
| 2025-03-14 | LAD | Sell (S) | −270 | -$80.7K | EDGAR |
| 2024-04-24 | LAD | Grant (A) | +704 | $0 | EDGAR |
| 2024-02-13 | FARMER BROTHERS CO (FARM) Delisted | Grant (A) | +25,885 | $0 | EDGAR |
| 2023-04-21 | LAD | Grant (A) | +779 | $0 | EDGAR |
| 2023-02-13 | FARMER BROTHERS CO (FARM) Delisted | Grant (A) | +23,023 | $0 | EDGAR |
| 2023-02-13 | FARMER BROTHERS CO (FARM) Delisted | Grant (A) | +23,023 | $0 | EDGAR |