Congdon Stacy Loretz's Net Worth

$7.48 Million

Estimate Recalculated Jul 3, 2024 03:30PM EST

Who is Congdon Stacy Loretz?

Congdon Stacy Loretz has an estimated net worth of $7.48 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 (FARM) Snapshot price: $3.33

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
+37.70%
25.89K
94.55K
Feb 12
Form 4/A
+50.44%
23.02K
68.66K
Feb 10
Form 4
+50.44%
23.02K
68.66K
Feb 10
Form 4
+47.43%
14.68K
45.64K
Dec 15
Form 4
+94.99%
15.08K
30.96K
Dec 9
Form 4
+69.84%
6.53K
15.88K
Jul 16
Form 4
+36.51%
2.5K
$7.70
$19,260.25
9.35K
Mar 17
Form 4
+152.60%
4.14K
6.85K
Dec 10
Form 4
2.71K
2.71K
Dec 7
Form 3
0
0
No matching records found

LITHIA MOTORS INC (LAD) Snapshot price: $291.3

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
+90.37%
704
1.48K
Apr 23
Form 4
779
779
Apr 20
Form 3
0
0
No matching records found

Core-Mark Holding Company, Inc. No price found

Senior VP & CFO

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
-5.12%
-3.40K
$90.31
-$307,054.00
63.04K
Scheduled
Jun 8
Form 4
-4.87%
-3.40K
$73.60
-$250,240.00
66.44K
Scheduled
Mar 4
Form 4
0
0
Jan 20
Form 4
+12.31%
7.65K
$37.68
-$162,560.93
69.84K
Jan 21
Form 4
-1.56%
-988.00
$40.16
-$641,540.58
62.19K
Scheduled
Jan 1 - Jan 6
Form 4
-4.53%
-3.00K
$74.69
-$224,070.00
63.18K
Scheduled
Oct 14
Form 4
-4.34%
-3.00K
$61.50
-$184,500.00
66.18K
Scheduled
Sep 21
Form 4
-10.37%
-8.00K
$54.18
-$433,418.40
69.18K
Scheduled
May 27
Form 4/A
-0.38%
-323.00
$34.06
-$180,808.73
85.18K
Feb 3
Form 4
-9.20%
-8.00K
$60.07
-$480,524.80
78.95K
Scheduled
Mar 5
Form 4
+1.70%
1.46K
$34.06
-$59,709.15
86.95K
Feb 3
Form 4
+19.89%
14.19K
$0.01
$141.86
85.5K
Jan 21
Form 4
0
0
Jan 21
Form 4
-10.09%
-8.00K
$63.08
-$504,640.00
71.31K
Jan 8
Form 4
+3.67%
2.81K
$30.49
-$113,418.51
79.31K
Jan 2
Form 4
-0.14%
-110.00
$30.97
-$73,933.58
76.51K
Dec 31
Form 4
0
$35.64
-$227,275.00
76.62K
Scheduled
Nov 17
Form 4
-0.14%
-110.00
$26.53
-$63,318.92
76.62K
Sep 30
Form 4
0
$32.86
-$239,430.00
76.73K
Scheduled
Sep 18
Form 4
0
$29.41
-$165,025.00
76.73K
Scheduled
Jul 21
Form 4
+0.29%
223
$26.68
-$138,686.72
76.73K
Scheduled
Jun 30
Form 4
+0.29%
112
$36.31
-$31,212.58
38.25K
Mar 31
Form 4
0
0
Feb 3
Form 4
+3.77%
1.4K
$36.82
-$68,811.37
38.46K
Feb 5
Form 4
+0.31%
115
$37.97
-$75,159.65
37.06K
Dec 31
Form 4
-3.90%
-1.50K
$75.21
-$112,815.00
36.95K
Scheduled
Dec 27
Form 4
+0.54%
208
$33.23
-$59,452.77
38.45K
Sep 30
Form 4
-3.77%
-1.50K
$66.02
-$99,030.00
38.24K
Scheduled
Sep 27
Form 4
-2.84%
-1.16K
$31.40
-$142,273.81
39.74K
Jun 28 - Jun 30
Form 4
-3.33%
-1.41K
$48.76
-$190,124.20
40.9K
May 31
Form 4
-2.67%
-1.16K
$25.36
-$114,727.09
42.31K
Scheduled
Mar 31 - Apr 1
Form 4/A
-1.99%
-883.00
$49.14
-$43,390.62
43.47K
Feb 5
Form 4
+17.01%
6.32K
$24.58
-$43,859.04
43.46K
Feb 5
Form 4
+3.47%
1.25K
$25.67
-$47,141.42
37.14K
Jan 18
Form 4
-3.92%
-1.46K
$23.14
-$128,428.07
35.89K
Scheduled
Dec 31
Form 4
+2.08%
760
$24.17
-$26,665.04
37.36K
Sep 30
Form 4
+3.33%
1.18K
$23.59
-$32,339.98
36.6K
Sep 18
Form 4
+2.20%
761
$24.18
-$26,676.07
35.42K
Jun 30
Form 4
+2.24%
760
$20.68
-$22,812.08
34.66K
Mar 31
Form 4
0
0
Jan 18
Form 4
+15.31%
4.5K
$0.01
$45.00
33.9K
Jan 19
Form 4
+2.54%
729
$19.63
-$32,718.87
29.4K
Dec 31
Form 4
0
$26.16
-$11,311.16
28.67K
Scheduled
Oct 17
Form 4
+2.61%
728
$15.30
-$25,488.10
28.67K
Sep 30
Form 4
+4.49%
1.2K
$16.49
-$23,053.00
27.94K
Sep 18
Form 4
-3.60%
-1.00K
$33.13
-$33,130.00
26.74K
Aug 19
Form 4
0
$27.83
-$14,048.64
27.74K
Scheduled
Jul 15
Form 4/A
-2.03%
-575.00
$35.70
-$20,527.50
27.74K
Jun 30
Form 4
+2.64%
714
$17.86
-$30,293.67
27.73K
Jun 30
Form 4
0
$26.10
-$11,213.72
27.01K
Scheduled
Apr 15
Form 4
+2.77%
728
$16.53
-$27,548.08
27.01K
Mar 31
Form 4/A
-4.08%
-1.12K
$34.22
-$38,257.96
26.28K
Feb 1
Form 4
-3.67%
-1.00K
$34.08
-$34,080.00
26.27K
Scheduled
Feb 14
Form 4
+7.35%
1.87K
$17.11
-$38,775.48
27.27K
Feb 1
Form 4
0
0
Jan 19
Form 4
0
$27.04
-$12,752.11
25.4K
Scheduled
Jan 18
Form 4
+0.30%
75
$17.80
-$26,257.29
25.4K
Dec 31
Form 4
0
$26.56
-$11,960.76
25.33K
Scheduled
Oct 25
Form 4
+0.63%
159
$15.49
-$20,208.76
25.33K
Sep 30
Form 4
+1.06%
264
$14.74
-$51,118.40
25.17K
Scheduled
Sep 17 - Sep 20
Form 4
0
$24.60
-$8,788.53
24.9K
Scheduled
Jul 26
Form 4
+1.60%
393
$13.71
-$21,634.17
24.9K
Jun 30
Form 4
0
$24.63
-$8,834.56
24.51K
Scheduled
Apr 15
Form 4
+1.62%
391
$15.31
-$24,200.69
24.51K
Mar 31
Form 4/A
+53.95%
8.45K
$0.01
$84.53
24.12K
Feb 1
Form 4
-3.98%
-1.00K
$24.79
-$114,782.50
24.11K
Feb 16
Form 4
0
0
Feb 12
Form 4
+58.47%
9.27K
$15.12
-$73,281.51
25.11K
Feb 1
Form 4
+0.67%
105
$32.96
-$8,734.40
15.85K
Dec 31
Form 4
+2.57%
394
$30.27
-$6,992.37
15.74K
Dec 1
Form 4
0
$22.25
-$116,262.00
15.35K
Nov 23
Form 4
+1.00%
152
$28.63
-$6,241.34
15.35K
Sep 30
Form 4/A
-0.88%
-84.00
$26.06
-$2,189.04
9.42K
Jun 30
Form 4/A
-0.88%
-84.00
$18.22
-$1,530.48
9.5K
Mar 31 - Apr 3
Form 4
+2.46%
401
$27.85
-$6,238.40
16.72K
Sep 1
Form 4/A
0
8.76K
Jun 17
Form 4
+84.25%
7.18K
$26.06
-$3,492.04
15.7K
Jun 17 - Jun 30
Form 4
+1.74%
146
$26.06
-$2,189.04
8.52K
Jun 30
Form 4
+5.03%
401
$26.88
-$6,021.12
8.38K
Jun 1
Form 4
+1.86%
146
$9.12
-$1,528.18
7.97K
Mar 31 - Apr 3
Form 4
+2.77%
211
$17.57
-$2,793.63
7.83K
Mar 31
Form 4/A
+4.43%
359
$16.73
-$4,450.18
8.47K
Mar 2
Form 4
+4.95%
359
$16.73
-$4,450.18
7.62K
Mar 2
Form 4
+124.97%
4.5K
$10.33
-$30,480.88
8.11K
Jan 1 - Feb 12
Form 4
0
0
Jan 21
Form 4
+139.85%
2.1K
$18.02
-$27,664.66
3.6K
Feb 2
Form 4
+16.42%
212
$20.81
-$3,287.98
1.5K
Dec 31
Form 4
0
$19.57
-$5,186.05
1.29K
Nov 30 - Dec 1
Form 4
0
$25.40
-$4,013.20
1.29K
Sep 30
Form 4
0
$29.73
-$7,849.51
1.29K
Sep 2
Form 4
0
$25.50
-$15,863.92
1.29K
Jul 2
Form 4
0
$29.16
-$7,726.36
1.29K
Jun 2
Form 4
-41.95%
-933.00
$26.00
-$24,258.00
1.29K
Mar 3
Form 4
2.22K
2.22K
Mar 3
Form 4
0
0
Feb 13
Form 4/A
0
0
Jul 2
Form 4
0
0
Jul 2
Form 4
0
$25.60
-$100,974.14
0
Scheduled
Apr 2
Form 4
0
$31.32
-$18,792.00
0
Scheduled
Feb 1
Form 4
0
$23.39
-$78,905.00
0
Scheduled
Jan 30
Form 4
0
$32.04
-$96,133.30
0
Scheduled
Jan 3
Form 3
0
0
No matching records found