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Congdon Stacy Loretz

Board Director
Director
Farmer Brothers CoLithia Motors IncCore-Mark Holding Company, Inc.
Total declarations
299
Companies
3
▲ Purchases (1 ops.)
€17k
▼ Sales (101 ops.)
€4.9M

Latest filing published 01 May 2026 for Lithia Motors INC.

Filing timeline

BuySale
Congdon Stacy Loretz

First 200 filings with a declared amount

Insider track record

Disclosed buys
1
Disclosed sells
101
Signal history

Closed purchases

Market purchases
1

Not enough history yet: 0 closed purchases, at least 2 are needed.

Purchases by company

Congdon Stacy Loretz: trading record in brief

Filings by Congdon Stacy Loretz span 3 companies, the busiest being Core-Mark Holding Company, Inc., Farmer Brothers Co and Lithia Motors Inc. In total, 299 filings cover trades dated from 3 January 2007 to 11 September 2026.

On the open market, the record shows 1 purchase worth €17k and 101 sales worth €4.9M. Sales outweigh purchases by €4.9M. Buying on the open market means paying the going price with one's own funds, a different act from receiving shares as pay. The rest of the record consists of 94 share grants and 103 option exercises. 2026 to date brings no purchases and 2 sales.

The newest entry dates from 14 September 2026: an open-market sale of €24k, in Lithia Motors Inc. The last purchase on record was published on 19 March 2020, which is 2,425 days ago. Between a trade and the moment it shows up on SEC (Form 4), the median delay is 2 days. US insiders must file a Form 4 within two business days of a trade. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.

Companies and markets linked to Congdon Stacy Loretz

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Declarations246 total

25 of 246 declarations