Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LITHIA MOTORS INCLAD · Entity 3640 | Chief Marketing Officer | February 22, 2023 | February 23, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
LITHIA MOTORS INC
Report date February 22, 2023 · Filed February 23, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Lithia Motors Inc Common StockSEC Table I · non-derivative | Direct | 3,056 |
Ending reported balance
After 2023-02-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-02-22 · Grant · Acquired 1,239 · Balance 2,460 F1: Restricted stock units were awarded and earned under performance and time-vesting restricted stock unit agreements entered into on 01-03-2022. Compensation Committee certification of the achievement of the performance condition for the award occurred on the transaction date. Subject to the reporting persons continued employment with the issuer or any of its subsidiaries, the restricted stock units vest in installments on January 1st of each of the following years: 2024, 2025, 2026. F2: Acquisition of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock. Row 2 · 2023-02-22 · Grant · Acquired 596 · Balance 3,056 F3: Acquisition of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock. Subject to the reporting persons continued employment with the issuer or any of its subsidiaries, the restricted stock units vest on January 1st of each of the following years: 2024, 2025, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units were awarded and earned under performance and time-vesting restricted stock unit agreements entered into on 01-03-2022. Compensation Committee certification of the achievement of the performance condition for the award occurred on the transaction date. Subject to the reporting persons continued employment with the issuer or any of its subsidiaries, the restricted stock units vest in installments on January 1st of each of the following years: 2024, 2025, 2026.
F2: Acquisition of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock.
F3: Acquisition of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock. Subject to the reporting persons continued employment with the issuer or any of its subsidiaries, the restricted stock units vest on January 1st of each of the following years: 2024, 2025, 2026.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 22, 2023 Filed Feb 23, 2023 22:03 UTC | LITHIA MOTORS INC LAD · Entity 3640 | GrantLithia Motors Inc Common Stock | 596 | $0.00 | $0.00 |
DisclosureSEC source: 0001023128-23-000045 · wf-form4_167718977677563.xml · nonDerivative · entry 2 Celeste Marguerite · CIK 0001876762 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,056 F3 · shares: Acquisition of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock. Subject to the reporting persons continued employment with the issuer or any of its subsidiaries, the restricted stock units vest on January 1st of each of the following years: 2024, 2025, 2026. Read SEC document |
| February 22, 2023 Filed Feb 23, 2023 22:03 UTC | LITHIA MOTORS INC LAD · Entity 3640 | GrantLithia Motors Inc Common Stock | 1,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001023128-23-000045 · wf-form4_167718977677563.xml · nonDerivative · entry 1 Celeste Marguerite · CIK 0001876762 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,460 F1 · shares: Restricted stock units were awarded and earned under performance and time-vesting restricted stock unit agreements entered into on 01-03-2022. Compensation Committee certification of the achievement of the performance condition for the award occurred on the transaction date. Subject to the reporting persons continued employment with the issuer or any of its subsidiaries, the restricted stock units vest in installments on January 1st of each of the following years: 2024, 2025, 2026. F2 · price: Acquisition of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 01:20 UTC | LITHIA MOTORS INC LAD · Entity 3640 | Tax withholdingLithia Motors Inc Common Stock | 205 | $204.74 | $41,971.70 |
DisclosureSEC source: 0001023128-23-000016 · wf-form4_167279519234227.xml · nonDerivative · entry 1 Celeste Marguerite · CIK 0001876762 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,221 F1 · shares: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. Read SEC document |
| October 26, 2022 Filed Oct 27, 2022 00:09 UTC | LITHIA MOTORS INC LAD · Entity 3640 | GrantLithia Motors Inc Common Stock | 111 | $0.00 | $0.00 |
DisclosureSEC source: 0001023128-22-000141 · wf-form4_166682938296644.xml · nonDerivative · entry 1 Celeste Marguerite · CIK 0001876762 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,426 F1 · shares: Restricted stock units were awarded and earned under a performance and time-vesting restricted stock unit agreement entered into on 01-03-2022. Compensation Committee certification of the achievement of the performance condition for the award occurred on the transaction date. Subject to the reporting persons continued employment with the issuer or any of its subsidiaries, the restricted stock units vest on January 1, 2023. F2 · price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. Read SEC document |
| February 17, 2022 Filed Feb 18, 2022 00:39 UTC | LITHIA MOTORS INC LAD · Entity 3640 | GrantCommon Stock | 877 | $0.00 | $0.00 |
DisclosureSEC source: 0001023128-22-000034 · edgardoc.xml · nonDerivative · entry 1 Celeste Marguerite · CIK 0001876762 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,315 F1 · shares: Restricted stock units were awarded and earned under a performance and time-vesting restricted stock unit agreement entered into in 2021. Compensation Committee certification of the achievement of the performance condition for the award occurred on the transaction date. Subject to the reporting persons continued employment with the issuer or any of its subsidiaries, the restricted stock units vest in installments on January 1 of each of 2023, 2024, and 2025. F2 · price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.