| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Director
2 companies
Congdon Stacy Loretz is Director at FARM and has filed Form 4s across 2 companies. Congdon Stacy Loretz's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $687K at current prices.
Historically, Congdon Stacy Loretz's trades have earned a middling insider score of 57/100 across 4 rated trades. Over a 12-month horizon, the one trade was profitable, with an average 12-month return of +14.3%.
The biggest single holding is LAD (~$687K) as Director. The LAD filings lean toward selling, a net 570 shares.
Congdon Stacy Loretz has 17 Form 4 filings on record from December 2018 to September 2026, across 2 companies: Director at Lithia Motors (LAD), 2023–2026; Director at Farmer Brothers (FARM), 2018–2024.
The 17 reported transactions were 11 stock awards, 5 open-market sales and 1 open-market purchase.
Counted by filing, the open-market trades come to 1 purchase worth about $19K and 5 sales worth about $179K.
The only open-market purchase was 2,500 shares of FARM at an average $7.70 on March 17, 2020, about $19K.
The largest open-market sale was 270 shares of LAD at an average $298.80 on March 12, 2025, about $81K. Twelve months later LAD was down 14%.
4 of the 5 sales since April 2023 were made under a Rule 10b5-1 trading plan; the other was not.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 11, 2026 | LAD Lithia Motors, Inc. | Director | Sell10b5-1 | 75 | $370.73 | $27,804.75 | -3.2% | - | - | |
| Jun 12, 2026 | LAD Lithia Motors, Inc. | Director | Sell10b5-1 | 75 | $315.00 | $23,625.00 | -3.1% | +16.8% | - | |
| Mar 12, 2026 | LAD Lithia Motors, Inc. | Director | Sell10b5-1 | 75 | $259.33 | $19,449.75 | -4.1% | +19.1% | - | |
| Dec 12, 2025 | LAD Lithia Motors Inc | Director | Sell10b5-1 | 75 | $360.00 | $27,000.00 | -4.0% | -25.7% | - | |
| Mar 12, 2025 | LAD Lithia Motors Inc | Director | Sell | 270 | $298.80 | $80,675.60 | -18.2% | +12.8% | -14.3% | |
| Mar 17, 2020 | FARM Farmer Brothers Co | Director | Buy | 2,500 | $7.70 | $19,260.25 | +36.5% | - | - |