Congdon Stacy Loretz

CIK 1382319 · Senior VP & CFO · last filed 2026-06-15

Congdon Stacy Loretz is a Senior VP & CFO who has filed 123 SEC Form 4 insider transactions across 3 companies since 2007. The most recent filing, for LAD, was dated Sep 11, 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 $850.3K across reported positions. 13 SEC filings were submitted jointly with LITHIA MOTORS INC.

"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.

Disclosed Exposure

$850.3K

Companies

3

Total Filings

123

Lifetime Open-Market Net

-$5.95M

Filer Profile

Reported Address

LITHIA MOTORS INC
150 N BARTLETT ST
MEDFORD, OR 97501

Related Filers

LITHIA MOTORS INC — 13 joint filings, latest 2026-06-15

BROTHERS CO FARMER — 10 joint filings, latest 2024-02-13

Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.

Symbol	Role	Shares	Price	Disclosed Exposure	Lifetime OM Net	Filings	Latest Filed
LAD	Director	2,375	$358.02	$850.3K	-$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

123 filings

Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.

Filed	Symbol	Action	Net Shares	Net $	Link
2026-09-11	LAD	Notice (144)	−75	-$27.8K	EDGAR
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

Showing 1–10 of 123

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Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
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.