Congdon Stacy Loretz's Net Worth

$7.69 Million

Estimate Recalculated Feb 11, 2025 10:47PM EST

Who is Congdon Stacy Loretz

Congdon Stacy Loretz has an estimated net worth of $7.69 Million. This is based on reported shares across multiple companies, which include FARMER BROTHERS CO, LITHIA MOTORS INC, and Core-Mark Holding Company, Inc..

SEC CIK

Congdon Stacy Loretz's CIK is 0001382319

Past Insider Trading and Trends

2009 was Congdon Stacy Loretz's most active year for acquiring shares with 22 total transactions. Congdon Stacy Loretz's most active month to acquire stocks was the month of January. 2009 was Congdon Stacy Loretz's most active year for disposing of shares, totalling 49 transactions. Congdon Stacy Loretz's most active month to dispose stocks was the month of May. 2013 saw Congdon Stacy Loretz paying a total of $164,092.51 for 25,231 shares, this is the most they've acquired in one year. In 2015 Congdon Stacy Loretz cashed out on 44,723 shares for a total of $2,181,182.89, their largest year based on trade value.

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FARMER BROTHERS CO

Investor
Updated Feb 13, 2024
Form 4
37.70%
25.89K
Feb 13, 2024
94.55K
Grant
Feb 12
Form 4/A
50.44%
23.02K
Feb 13, 2023
68.66K
Grant
Feb 10
Form 4
50.44%
23.02K
Feb 13, 2023
68.66K
Grant
Feb 10
Form 4
47.43%
14.68K
Dec 17, 2021
45.64K
Grant
Dec 15
Form 4
94.99%
15.08K
Dec 11, 2020
30.96K
Grant
Dec 09
Form 4
69.84%
6.53K
Jul 20, 2020
15.88K
Grant
Jul 16
Form 4
36.51%
2.50K
$7.70
$19.26K
Mar 19, 2020
9.35K
Purchase
Mar 17
Form 4
152.60%
4.14K
Dec 12, 2019
6.85K
Grant
Dec 10
Form 4
2.71K
Dec 11, 2018
2.71K
Grant
Dec 07
Form 3
Dec 11, 2018
Showing 10 results

LITHIA MOTORS INC

Investor
Updated Apr 24, 2024
Form 4
90.37%
704.00
Apr 24, 2024
1.48K
Grant
Apr 23
Form 4
779.00
Apr 21, 2023
779.00
Grant
Apr 20
Form 3
Apr 20, 2023
Showing 3 results

Core-Mark Holding Company, Inc.

Senior VP & CFO
Updated Jun 10, 2016
Form 4
-5.12%
-3.40K
$90.31
-$307.05K
Jun 10, 2016
63.04K
Sale
ScheduledJun 08
Form 4
-4.87%
-3.40K
$73.60
-$250.24K
Mar 08, 2016
66.44K
Sale
ScheduledMar 04
Form 4
4.30K
Feb 03, 2016
4.30K
Grant
Jan 20
Form 4
9.29%
6.19K
$37.68
-$162.56K
Jan 25, 2016
72.78K
Options
Jan 21
Form 4
-11.02%
-7.99K
$40.16
-$641.54K
Jan 08, 2016
64.52K
Sale
ScheduledJan 01 - Jan 06
Form 4
-4.53%
-3.00K
$74.69
-$224.07K
Oct 16, 2015
63.18K
Sale
ScheduledOct 14
Form 4
-4.34%
-3.00K
$61.50
-$184.50K
Sep 22, 2015
66.18K
Sale
ScheduledSep 21
Form 4
-10.37%
-8.00K
$54.18
-$433.42K
May 29, 2015
69.18K
Sale
ScheduledMay 27
Form 4/A
-2.87%
-2.65K
$34.06
-$180.81K
Mar 20, 2015
89.85K
Options
Feb 03
Form 4
-9.20%
-8.00K
$60.07
-$480.52K
Mar 10, 2015
78.96K
Sale
ScheduledMar 05
Form 4
-0.95%
-877.00
$34.06
-$59.71K
Feb 05, 2015
91.62K
Options
Feb 03
Form 4
19.89%
14.19K
$0.01
$141.86
Feb 03, 2015
85.50K
Grant
Jan 21
Form 4
4.40K
Jan 23, 2015
4.40K
Grant
Jan 21
Form 4
-10.09%
-8.00K
$63.08
-$504.64K
Jan 13, 2015
71.31K
Sale
Jan 08
Form 4
-2.17%
-1.86K
$30.49
-$113.42K
Jan 06, 2015
83.98K
Options
Jan 02
Form 4
-1.54%
-1.19K
$30.97
-$73.93K
Jan 05, 2015
76.51K
Options
Dec 31
Form 4
-6.13%
-5.00K
$35.64
-$227.27K
Nov 19, 2014
76.62K
Sale
ScheduledNov 17
Form 4
-1.51%
-1.19K
$26.53
-$63.32K
Oct 02, 2014
77.70K
Options
Sep 30
Form 4
-6.84%
-6.00K
$32.86
-$239.43K
Sep 22, 2014
81.73K
Sale
ScheduledSep 18
Form 4
-5.39%
-5.00K
$29.41
-$165.02K
Jul 23, 2014
87.73K
Sale
ScheduledJul 21
Form 4
-3.26%
-3.77K
$26.68
-$138.69K
Jul 02, 2014
112.19K
Sale
ScheduledJun 30
Form 4
-1.07%
-430.00
$36.31
-$31.21K
Apr 02, 2014
39.88K
Options
Mar 31
Form 4
3.50K
Feb 13, 2014
3.50K
Grant
Feb 03
Form 4
-2.12%
-935.00
$36.82
-$68.81K
Feb 07, 2014
43.13K
Options
Feb 05
Form 4
-2.46%
-990.00
$37.97
-$75.16K
Jan 03, 2014
39.23K
Options
Dec 31
Form 4
-3.90%
-1.50K
$75.21
-$112.81K
Dec 31, 2013
36.95K
Sale
ScheduledDec 27
Form 4
-2.10%
-895.00
$33.23
-$59.45K
Oct 03, 2013
41.72K
Options
Sep 30
Form 4
-3.77%
-1.50K
$66.02
-$99.03K
Oct 01, 2013
38.24K
Sale
ScheduledSep 27
Form 4
-4.89%
-2.27K
$31.40
-$142.27K
Jul 02, 2013
44.11K
Sale
Jun 28 - Jun 30
Form 4
-10.40%
-5.85K
$48.76
-$190.12K
Jun 04, 2013
50.36K
Sale
May 31
Form 4
-4.52%
-2.26K
$25.36
-$114.73K
Apr 03, 2013
47.79K
Sale
ScheduledMar 31 - Apr 01
Form 4/A
-1.99%
-883.00
$49.14
-$43.39K
Mar 22, 2013
43.47K
Tax
Feb 05
Form 4
35.86%
13.32K
$24.58
-$43.86K
Feb 07, 2013
50.46K
Grant
Feb 05
Form 4
-2.17%
-919.00
$25.67
-$47.14K
Jan 23, 2013
41.48K
Options
Jan 18
Form 4
-6.78%
-2.78K
$23.14
-$128.43K
Jan 03, 2013
38.14K
Sale
ScheduledDec 31
Form 4
-1.33%
-552.00
$24.17
-$26.67K
Oct 03, 2012
40.92K
Options
Sep 30
Form 4
-1.77%
-686.00
$23.59
-$32.34K
Sep 20, 2012
38.10K
Options
Sep 18
Form 4
-1.29%
-552.00
$24.18
-$26.68K
Jul 05, 2012
42.16K
Options
Jun 30
Form 4
-1.28%
-552.00
$20.68
-$22.81K
Apr 04, 2012
42.71K
Options
Mar 31
Form 4
6.50K
Feb 08, 2012
6.50K
Grant
Jan 18
Form 4
6.22%
2.25K
$0.01
$22.50
Jan 23, 2012
38.40K
Options
Jan 19
Form 4
-2.05%
-834.00
$19.63
-$32.72K
Jan 05, 2012
39.94K
Options
Dec 31
Form 4
-1.87%
-812.00
$26.16
-$11.31K
Oct 18, 2011
42.56K
Sale
ScheduledOct 17
Form 4
-1.93%
-834.00
$15.30
-$25.49K
Oct 04, 2011
42.27K
Options
Sep 30
Form 4
-1.91%
-700.00
$16.49
-$23.05K
Sep 21, 2011
35.93K
Options
Sep 18
Form 4
-3.60%
-1.00K
$33.13
-$33.13K
Aug 22, 2011
26.74K
Sale
Aug 19
Form 4
-1.88%
-813.00
$27.83
-$14.05K
Jul 19, 2011
42.45K
Sale
ScheduledJul 15
Form 4/A
-2.03%
-575.00
$35.70
-$20.53K
Jul 18, 2011
27.74K
Tax
Jun 30
Form 4
-1.73%
-849.00
$17.86
-$30.29K
Jul 05, 2011
48.25K
Options
Jun 30
Form 4
-1.87%
-812.00
$26.10
-$11.21K
Apr 15, 2011
42.53K
Sale
ScheduledApr 15
Form 4
-1.62%
-834.00
$16.53
-$27.55K
Apr 04, 2011
50.67K
Options
Mar 31
Form 4/A
-4.08%
-1.12K
$34.22
-$38.26K
Feb 22, 2011
26.28K
Tax
Feb 01
Form 4
-3.67%
-1.00K
$34.08
-$34.08K
Feb 15, 2011
26.27K
Sale
ScheduledFeb 14
Form 4
-2.74%
-1.13K
$8.56
-$38.81K
Feb 03, 2011
40.28K
Options
Feb 01
Form 4
6.75K
$0.01
$67.50
Jan 31, 2011
6.75K
Grant
Jan 19
Form 4
-1.91%
-813.00
$27.04
-$12.75K
Jan 18, 2011
41.73K
Sale
ScheduledJan 18
Form 4
-1.75%
-738.00
$17.80
-$26.26K
Jan 04, 2011
41.42K
Options
Dec 31
Form 4
-1.88%
-812.00
$26.56
-$11.96K
Oct 27, 2010
42.47K
Sale
ScheduledOct 25
Form 4
-1.53%
-653.00
$15.49
-$20.21K
Oct 04, 2010
42.15K
Options
Sep 30
Form 4
-3.90%
-1.74K
$14.74
-$51.12K
Sep 21, 2010
42.81K
Sale
ScheduledSep 17 - Sep 20
Form 4
-1.86%
-813.00
$24.60
-$8.79K
Jul 27, 2010
42.86K
Sale
ScheduledJul 26
Form 4
-1.20%
-790.00
$13.71
-$21.63K
Jul 01, 2010
65.00K
Options
Jun 30
Form 4
-1.84%
-812.00
$24.63
-$8.83K
Apr 16, 2010
43.28K
Sale
ScheduledApr 15
Form 4
-1.17%
-791.00
$15.31
-$24.20K
Apr 05, 2010
66.97K
Options
Mar 31
Form 4/A
53.95%
8.45K
$0.01
$84.53
Feb 19, 2010
24.12K
Grant
Feb 01
Form 4
-13.38%
-6.75K
$24.79
-$114.78K
Feb 18, 2010
43.69K
Sale
Feb 16
Form 4
69.21%
9.00K
Feb 17, 2010
22.00K
Grant
Feb 12
Form 4
18.74%
6.01K
$7.57
-$73.31K
Feb 03, 2010
38.11K
Options
Feb 01
Form 4
-0.82%
-265.00
$32.96
-$8.73K
Jan 05, 2010
32.10K
Options
Dec 31
Form 4
-1.45%
-231.00
$30.27
-$6.99K
Dec 03, 2009
15.74K
Options
Dec 01
Form 4
-32.55%
-8.61K
$22.25
-$116.26K
Nov 25, 2009
17.85K
Sale
Nov 23
Form 4
-0.68%
-218.00
$28.63
-$6.24K
Oct 02, 2009
31.97K
Options
Sep 30
Form 4/A
-0.88%
-84.00
$26.06
-$2.19K
Oct 01, 2009
9.42K
Options
Jun 30
Form 4/A
-0.30%
-84.00
$18.22
-$1.53K
Oct 01, 2009
27.57K
Options
Mar 31 - Apr 03
Form 4
-1.27%
-224.00
$27.85
-$6.24K
Sep 03, 2009
17.35K
Options
Sep 01
Form 4/A
Sep 03, 2009
35.10K
Options
Jun 17
Form 4
-0.38%
-134.00
$26.06
-$3.49K
Jul 01, 2009
35.10K
Options
Jun 17 - Jun 30
Form 4
-0.98%
-84.00
$26.06
-$2.19K
Jul 01, 2009
8.52K
Options
Jun 30
Form 4
-1.40%
-224.00
$26.88
-$6.02K
Jun 03, 2009
15.73K
Options
Jun 01
Form 4
-0.45%
-84.00
$4.56
-$1.53K
Apr 03, 2009
18.68K
Options
Mar 31 - Apr 03
Form 4
-0.84%
-159.00
$17.57
-$2.79K
Mar 31, 2009
18.77K
Sale
Mar 31
Form 4/A
-1.59%
-266.00
$16.73
-$4.45K
Mar 03, 2009
16.45K
Sale
Mar 02
Form 4
-1.68%
-266.00
$16.73
-$4.45K
Mar 02, 2009
15.60K
Sale
Mar 02
Form 4
9.13%
1.62K
$5.17
-$30.51K
Feb 18, 2009
19.42K
Options
Jan 01 - Feb 12
Form 4
219.74%
19.50K
Feb 04, 2009
28.37K
Grant
Jan 21
Form 4
-11.17%
-1.53K
$18.02
-$27.66K
Feb 02, 2009
12.21K
Sale
Feb 02
Form 4
-3.19%
-158.00
$20.81
-$3.29K
Jan 05, 2009
4.79K
Sale
Dec 31
Form 4
-2.45%
-265.00
$19.57
-$5.19K
Dec 02, 2008
10.53K
Sale
Nov 30 - Dec 01
Form 4
-3.09%
-158.00
$25.40
-$4.01K
Sep 30, 2008
4.95K
Sale
Sep 30
Form 4
-2.39%
-264.00
$29.73
-$7.85K
Sep 03, 2008
10.80K
Sale
Sep 02
Form 4
-10.86%
-622.00
$25.50
-$15.86K
Jul 02, 2008
5.11K
Sale
Jul 02
Form 4
-2.34%
-265.00
$29.16
-$7.73K
Jun 04, 2008
11.06K
Sale
Jun 02
Form 4
-41.95%
-933.00
$26.00
-$24.26K
Mar 04, 2008
1.29K
Sale
Mar 03
Form 4
2.22K
Mar 03, 2008
2.22K
Grant
Mar 03
Form 4
194.84%
17.29K
Feb 15, 2008
26.16K
Grant
Feb 13
Form 4/A
Feb 15, 2008
Grant
Jul 02
Form 4
13.31K
Jul 05, 2007
13.31K
Grant
Jul 02
Form 4
-31.03%
-5.00K
$25.60
-$100.97K
Apr 02, 2007
11.11K
Sale
ScheduledApr 02
Form 4
-5.64%
-600.00
$31.32
-$18.79K
Feb 02, 2007
10.04K
Sale
ScheduledFeb 01
Form 4
-23.68%
-5.00K
$23.39
-$78.90K
Jan 31, 2007
16.11K
Sale
ScheduledJan 30
Form 4
-50.00%
-3.00K
$32.04
-$96.13K
Jan 03, 2007
3.00K
Sale
ScheduledJan 03
Form 3
Dec 08, 2006
Showing 102 results