Congdon Stacy Loretz has an estimated net worth of $7.77 Million. This is based on reported shares across multiple companies, which include FARMER BROTHERS CO, LITHIA MOTORS INC, and Core-Mark Holding Company, Inc..
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.
| Form Type | Δ Own, % | Traded Shares | Price | Size, $ | Filing Date | Own, % | Type | Scheduled | Trade Dates | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
From 4 | 0.41 | 715.00 | — | — | May 01, 2026 | 2.45K | Grant | — | Apr 30 | View |
From 4 | -0.04 | 75.00 | $259.33 | -$19.45K | Mar 13, 2026 | 1.74K | Sale | Scheduled | Mar 12 | View |
From 4 | -0.04 | 75.00 | $360.00 | -$27.00K | Dec 15, 2025 | 1.81K | Sale | Scheduled | Dec 12 | View |
From 4 | 0.55 | 672.00 | — | — | Apr 24, 2025 | 1.89K | Grant | — | Apr 24 | View |
From 4 | -0.18 | 270.00 | $298.80 | -$80.68K | Mar 14, 2025 | 1.21K | Sale | — | Mar 12 | View |
From 4 | 0.90 | 704.00 | — | — | Apr 24, 2024 | 1.48K | Grant | — | Apr 23 | View |
From 4 | — | 779.00 | — | — | Apr 21, 2023 | 779.00 | Grant | — | Apr 20 | View |
From 3 | — | — | — | — | Apr 20, 2023 | — | — | — | — | View |
| Form Type | Δ Own, % | Traded Shares | Price | Size, $ | Filing Date | Own, % | Type | Scheduled | Trade Dates | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
From 4 | 0.38 | 25.89K | — | — | Feb 13, 2024 | 94.55K | Grant | — | Feb 12 | View |
From 4/A | 0.50 | 23.02K | — | — | Feb 13, 2023 | 68.66K | Grant | — | Feb 10 | View |
From 4 | 0.50 | 23.02K | — | — | Feb 13, 2023 | 68.66K | Grant | — | Feb 10 | View |
From 4 | 0.47 | 14.68K | — | — | Dec 17, 2021 | 45.64K | Grant | — | Dec 15 | View |
From 4 | 0.95 | 15.08K | — | — | Dec 11, 2020 | 30.96K | Grant | — | Dec 09 | View |
From 4 | 0.70 | 6.53K | — | — | Jul 20, 2020 | 15.88K | Grant | — | Jul 16 | View |
From 4 | 0.37 | 2.50K | $7.70 | $19.26K | Mar 19, 2020 | 9.35K | Purchase | — | Mar 17 | View |
From 4 | 1.53 | 4.14K | — | — | Dec 12, 2019 | 6.85K | Grant | — | Dec 10 | View |
From 4 | — | 2.71K | — | — | Dec 11, 2018 | 2.71K | Grant | — | Dec 07 | View |
From 3 | — | — | — | — | Dec 11, 2018 | — | — | — | — | View |
| Form Type | Δ Own, % | Traded Shares | Price | Size, $ | Filing Date | Own, % | Type | Scheduled | Trade Dates | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
From 4 | -0.05 | 3.40K | $90.31 | -$307.05K | Jun 10, 2016 | 63.04K | Sale | Scheduled | Jun 08 | View |
From 4 | -0.05 | 3.40K | $73.60 | -$250.24K | Mar 08, 2016 | 66.44K | Sale | Scheduled | Mar 04 | View |
From 4 | — | 4.30K | — | — | Feb 03, 2016 | 4.30K | Grant | — | Jan 20 | View |
From 4 | 0.09 | 6.19K | $37.68 | -$162.56K | Jan 25, 2016 | 72.78K | Options | — | Jan 21 | View |
From 4 | -0.11 | 7.99K | $40.16 | -$641.54K | Jan 08, 2016 | 64.52K | Sale | Scheduled | Jan 01 - 06 | View |
From 4 | -0.05 | 3.00K | $74.69 | -$224.07K | Oct 16, 2015 | 63.18K | Sale | Scheduled | Oct 14 | View |
From 4 | -0.04 | 3.00K | $61.50 | -$184.50K | Sep 22, 2015 | 66.18K | Sale | Scheduled | Sep 21 | View |
From 4 | -0.10 | 8.00K | $54.18 | -$433.42K | May 29, 2015 | 69.18K | Sale | Scheduled | May 27 | View |
From 4/A | -0.03 | 2.65K | $34.06 | -$180.81K | Mar 20, 2015 | 89.85K | Options | — | Feb 03 | View |
From 4 | -0.09 | 8.00K | $60.07 | -$480.52K | Mar 10, 2015 | 78.96K | Sale | Scheduled | Mar 05 | View |
From 4 | -0.01 | 877.00 | $34.06 | -$59.71K | Feb 05, 2015 | 91.62K | Options | — | Feb 03 | View |
From 4 | 0.20 | 14.19K | $0.01 | $141.86 | Feb 03, 2015 | 85.50K | Grant | — | Jan 21 | View |
From 4 | — | 4.40K | — | — | Jan 23, 2015 | 4.40K | Grant | — | Jan 21 | View |
From 4 | -0.10 | 8.00K | $63.08 | -$504.64K | Jan 13, 2015 | 71.31K | Sale | — | Jan 08 | View |
From 4 | -0.02 | 1.86K | $30.49 | -$113.42K | Jan 06, 2015 | 83.98K | Options | — | Jan 02 | View |
From 4 | -0.02 | 1.19K | $30.97 | -$73.93K | Jan 05, 2015 | 76.51K | Options | — | Dec 31 | View |
From 4 | -0.06 | 5.00K | $35.64 | -$227.27K | Nov 19, 2014 | 76.62K | Sale | Scheduled | Nov 17 | View |
From 4 | -0.02 | 1.19K | $26.53 | -$63.32K | Oct 02, 2014 | 77.70K | Options | — | Sep 30 | View |
From 4 | -0.07 | 6.00K | $32.86 | -$239.43K | Sep 22, 2014 | 81.73K | Sale | Scheduled | Sep 18 | View |
From 4 | -0.05 | 5.00K | $29.41 | -$165.02K | Jul 23, 2014 | 87.73K | Sale | Scheduled | Jul 21 | View |
From 4 | -0.03 | 3.77K | $26.68 | -$138.69K | Jul 02, 2014 | 112.19K | Sale | Scheduled | Jun 30 | View |
From 4 | -0.01 | 430.00 | $36.31 | -$31.21K | Apr 02, 2014 | 39.88K | Options | — | Mar 31 | View |
From 4 | — | 3.50K | — | — | Feb 13, 2014 | 3.50K | Grant | — | Feb 03 | View |
From 4 | -0.02 | 935.00 | $36.82 | -$68.81K | Feb 07, 2014 | 43.13K | Options | — | Feb 05 | View |
From 4 | -0.02 | 990.00 | $37.97 | -$75.16K | Jan 03, 2014 | 39.23K | Options | — | Dec 31 | View |
From 4 | -0.04 | 1.50K | $75.21 | -$112.81K | Dec 31, 2013 | 36.95K | Sale | Scheduled | Dec 27 | View |
From 4 | -0.02 | 895.00 | $33.23 | -$59.45K | Oct 03, 2013 | 41.72K | Options | — | Sep 30 | View |
From 4 | -0.04 | 1.50K | $66.02 | -$99.03K | Oct 01, 2013 | 38.24K | Sale | Scheduled | Sep 27 | View |
From 4 | -0.05 | 2.27K | $31.40 | -$142.27K | Jul 02, 2013 | 44.11K | Sale | — | Jun 28 - 30 | View |
From 4 | -0.10 | 5.85K | $48.76 | -$190.12K | Jun 04, 2013 | 50.36K | Sale | — | May 31 | View |
From 4 | -0.05 | 2.26K | $25.36 | -$114.73K | Apr 03, 2013 | 47.79K | Sale | Scheduled | Mar 31 - 01 | View |
From 4/A | -0.02 | 883.00 | $49.14 | -$43.39K | Mar 22, 2013 | 43.47K | Tax | — | Feb 05 | View |
From 4 | 0.36 | 13.32K | $24.58 | -$43.86K | Feb 07, 2013 | 50.46K | Grant | — | Feb 05 | View |
From 4 | -0.02 | 919.00 | $25.67 | -$47.14K | Jan 23, 2013 | 41.48K | Options | — | Jan 18 | View |
From 4 | -0.07 | 2.78K | $23.14 | -$128.43K | Jan 03, 2013 | 38.14K | Sale | Scheduled | Dec 31 | View |
From 4 | -0.01 | 552.00 | $24.17 | -$26.67K | Oct 03, 2012 | 40.92K | Options | — | Sep 30 | View |
From 4 | -0.02 | 686.00 | $23.59 | -$32.34K | Sep 20, 2012 | 38.10K | Options | — | Sep 18 | View |
From 4 | -0.01 | 552.00 | $24.18 | -$26.68K | Jul 05, 2012 | 42.16K | Options | — | Jun 30 | View |
From 4 | -0.01 | 552.00 | $20.68 | -$22.81K | Apr 04, 2012 | 42.71K | Options | — | Mar 31 | View |
From 4 | — | 6.50K | — | — | Feb 08, 2012 | 6.50K | Grant | — | Jan 18 | View |
From 4 | 0.06 | 2.25K | $0.01 | $22.50 | Jan 23, 2012 | 38.40K | Options | — | Jan 19 | View |
From 4 | -0.02 | 834.00 | $19.63 | -$32.72K | Jan 05, 2012 | 39.94K | Options | — | Dec 31 | View |
From 4 | -0.02 | 812.00 | $26.16 | -$11.31K | Oct 18, 2011 | 42.56K | Sale | Scheduled | Oct 17 | View |
From 4 | -0.02 | 834.00 | $15.30 | -$25.49K | Oct 04, 2011 | 42.27K | Options | — | Sep 30 | View |
From 4 | -0.02 | 700.00 | $16.49 | -$23.05K | Sep 21, 2011 | 35.93K | Options | — | Sep 18 | View |
From 4 | -0.04 | 1.00K | $33.13 | -$33.13K | Aug 22, 2011 | 26.74K | Sale | — | Aug 19 | View |
From 4 | -0.02 | 813.00 | $27.83 | -$14.05K | Jul 19, 2011 | 42.45K | Sale | Scheduled | Jul 15 | View |
From 4/A | -0.02 | 575.00 | $35.70 | -$20.53K | Jul 18, 2011 | 27.74K | Tax | — | Jun 30 | View |
From 4 | -0.02 | 849.00 | $17.86 | -$30.29K | Jul 05, 2011 | 48.25K | Options | — | Jun 30 | View |
From 4 | -0.02 | 812.00 | $26.10 | -$11.21K | Apr 15, 2011 | 42.53K | Sale | Scheduled | Apr 15 | View |
From 4 | -0.02 | 834.00 | $16.53 | -$27.55K | Apr 04, 2011 | 50.67K | Options | — | Mar 31 | View |
From 4/A | -0.04 | 1.12K | $34.22 | -$38.26K | Feb 22, 2011 | 26.28K | Tax | — | Feb 01 | View |
From 4 | -0.04 | 1.00K | $34.08 | -$34.08K | Feb 15, 2011 | 26.27K | Sale | Scheduled | Feb 14 | View |
From 4 | -0.03 | 1.13K | $8.56 | -$38.81K | Feb 03, 2011 | 40.28K | Options | — | Feb 01 | View |
From 4 | — | 6.75K | $0.01 | $67.50 | Jan 31, 2011 | 6.75K | Grant | — | Jan 19 | View |
From 4 | -0.02 | 813.00 | $27.04 | -$12.75K | Jan 18, 2011 | 41.73K | Sale | Scheduled | Jan 18 | View |
From 4 | -0.02 | 738.00 | $17.80 | -$26.26K | Jan 04, 2011 | 41.42K | Options | — | Dec 31 | View |
From 4 | -0.02 | 812.00 | $26.56 | -$11.96K | Oct 27, 2010 | 42.47K | Sale | Scheduled | Oct 25 | View |
From 4 | -0.02 | 653.00 | $15.49 | -$20.21K | Oct 04, 2010 | 42.15K | Options | — | Sep 30 | View |
From 4 | -0.04 | 1.74K | $14.74 | -$51.12K | Sep 21, 2010 | 42.81K | Sale | Scheduled | Sep 17 - 20 | View |
From 4 | -0.02 | 813.00 | $24.60 | -$8.79K | Jul 27, 2010 | 42.86K | Sale | Scheduled | Jul 26 | View |
From 4 | -0.01 | 790.00 | $13.71 | -$21.63K | Jul 01, 2010 | 65.00K | Options | — | Jun 30 | View |
From 4 | -0.02 | 812.00 | $24.63 | -$8.83K | Apr 16, 2010 | 43.28K | Sale | Scheduled | Apr 15 | View |
From 4 | -0.01 | 791.00 | $15.31 | -$24.20K | Apr 05, 2010 | 66.97K | Options | — | Mar 31 | View |
From 4/A | 0.54 | 8.45K | $0.01 | $84.53 | Feb 19, 2010 | 24.12K | Grant | — | Feb 01 | View |
From 4 | -0.13 | 6.75K | $24.79 | -$114.78K | Feb 18, 2010 | 43.69K | Sale | — | Feb 16 | View |
From 4 | 0.69 | 9.00K | — | — | Feb 17, 2010 | 22.00K | Grant | — | Feb 12 | View |
From 4 | 0.19 | 6.01K | $7.57 | -$73.31K | Feb 03, 2010 | 38.11K | Options | — | Feb 01 | View |
From 4 | -0.01 | 265.00 | $32.96 | -$8.73K | Jan 05, 2010 | 32.10K | Options | — | Dec 31 | View |
From 4 | -0.01 | 231.00 | $30.27 | -$6.99K | Dec 03, 2009 | 15.74K | Options | — | Dec 01 | View |
From 4 | -0.33 | 8.61K | $22.25 | -$116.26K | Nov 25, 2009 | 17.85K | Sale | — | Nov 23 | View |
From 4 | -0.01 | 218.00 | $28.63 | -$6.24K | Oct 02, 2009 | 31.97K | Options | — | Sep 30 | View |
From 4/A | -0.01 | 84.00 | $26.06 | -$2.19K | Oct 01, 2009 | 9.42K | Options | — | Jun 30 | View |
From 4/A | -0.00 | 84.00 | $18.22 | -$1.53K | Oct 01, 2009 | 27.57K | Options | — | Mar 31 - 03 | View |
From 4 | -0.01 | 224.00 | $27.85 | -$6.24K | Sep 03, 2009 | 17.35K | Options | — | Sep 01 | View |
From 4/A | — | — | — | — | Sep 03, 2009 | 35.10K | Options | — | Jun 17 | View |
From 4 | -0.00 | 134.00 | $26.06 | -$3.49K | Jul 01, 2009 | 35.10K | Options | — | Jun 17 - 30 | View |
From 4 | -0.01 | 84.00 | $26.06 | -$2.19K | Jul 01, 2009 | 8.52K | Options | — | Jun 30 | View |
From 4 | -0.01 | 224.00 | $26.88 | -$6.02K | Jun 03, 2009 | 15.73K | Options | — | Jun 01 | View |
From 4 | -0.00 | 84.00 | $4.56 | -$1.53K | Apr 03, 2009 | 18.68K | Options | — | Mar 31 - 03 | View |
From 4 | -0.01 | 159.00 | $17.57 | -$2.79K | Mar 31, 2009 | 18.77K | Sale | — | Mar 31 | View |
From 4/A | -0.02 | 266.00 | $16.73 | -$4.45K | Mar 03, 2009 | 16.45K | Sale | — | Mar 02 | View |
From 4 | -0.02 | 266.00 | $16.73 | -$4.45K | Mar 02, 2009 | 15.60K | Sale | — | Mar 02 | View |
From 4 | 0.09 | 1.62K | $5.17 | -$30.51K | Feb 18, 2009 | 19.42K | Options | — | Jan 01 - 12 | View |
From 4 | 2.20 | 19.50K | — | — | Feb 04, 2009 | 28.37K | Grant | — | Jan 21 | View |
From 4 | -0.11 | 1.53K | $18.02 | -$27.66K | Feb 02, 2009 | 12.21K | Sale | — | Feb 02 | View |
From 4 | -0.03 | 158.00 | $20.81 | -$3.29K | Jan 05, 2009 | 4.79K | Sale | — | Dec 31 | View |
From 4 | -0.02 | 265.00 | $19.57 | -$5.19K | Dec 02, 2008 | 10.53K | Sale | — | Nov 30 - 01 | View |
From 4 | -0.03 | 158.00 | $25.40 | -$4.01K | Sep 30, 2008 | 4.95K | Sale | — | Sep 30 | View |
From 4 | -0.02 | 264.00 | $29.73 | -$7.85K | Sep 03, 2008 | 10.80K | Sale | — | Sep 02 | View |
From 4 | -0.11 | 622.00 | $25.50 | -$15.86K | Jul 02, 2008 | 5.11K | Sale | — | Jul 02 | View |
From 4 | -0.02 | 265.00 | $29.16 | -$7.73K | Jun 04, 2008 | 11.06K | Sale | — | Jun 02 | View |
From 4 | -0.42 | 933.00 | $26.00 | -$24.26K | Mar 04, 2008 | 1.29K | Sale | — | Mar 03 | View |
From 4 | — | 2.22K | — | — | Mar 03, 2008 | 2.22K | Grant | — | Mar 03 | View |
From 4 | 1.95 | 17.29K | — | — | Feb 15, 2008 | 26.16K | Grant | — | Feb 13 | View |
From 4/A | — | — | — | — | Feb 15, 2008 | — | Grant | — | Jul 02 | View |
From 4 | — | 13.31K | — | — | Jul 05, 2007 | 13.31K | Grant | — | Jul 02 | View |
From 4 | -0.31 | 5.00K | $25.60 | -$100.97K | Apr 02, 2007 | 11.11K | Sale | Scheduled | Apr 02 | View |
From 4 | -0.06 | 600.00 | $31.32 | -$18.79K | Feb 02, 2007 | 10.04K | Sale | Scheduled | Feb 01 | View |
From 4 | -0.24 | 5.00K | $23.39 | -$78.90K | Jan 31, 2007 | 16.11K | Sale | Scheduled | Jan 30 | View |
From 4 | -0.50 | 3.00K | $32.04 | -$96.13K | Jan 03, 2007 | 3.00K | Sale | Scheduled | Jan 03 | View |
From 3 | — | — | — | — | Dec 08, 2006 | — | — | — | — | View |
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