Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LITHIA MOTORS INCLAD · Entity 3640 | Senior Vice President | February 22, 2019 | February 22, 2019 |
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, 2019 · Filed February 22, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 11,507 |
Reported balance
After 2019-02-22 transaction · row 1
1 source rowRow 1 · 2019-02-22 · Grant · Acquired 3,348 · Balance 11,507 F1: Restricted stock units were awarded and earned under a performance and time-vesting restricted stock unit agreement entered into in 2018. 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 equal installments on January 1 of each of 2020, 2021 and 2022. F2: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units were awarded and earned under a performance and time-vesting restricted stock unit agreement entered into in 2018. 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 equal installments on January 1 of each of 2020, 2021 and 2022.
F2: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock.
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, 2019 Filed Feb 22, 2019 22:56 UTC | LITHIA MOTORS INC LAD · Entity 3640 | GrantClass A Common Stock | 3,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001023128-19-000052 · edgardoc.xml · nonDerivative · entry 1 Liang George Chun-Wai · CIK 0001625940 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,507 F1 · shares: Restricted stock units were awarded and earned under a performance and time-vesting restricted stock unit agreement entered into in 2018. 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 equal installments on January 1 of each of 2020, 2021 and 2022. F2 · price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 19:12 UTC | LITHIA MOTORS INC LAD · Entity 3640 | Tax withholdingClass A Common Stock | 768 | $84.32 | $64,757.76 |
DisclosureSEC source: 0001023128-19-000025 · edgardoc.xml · nonDerivative · entry 2 Liang George Chun-Wai · CIK 0001625940 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,159 F3 · shares: Shares were withheld by the issuer to cover withholding taxes upon vesting of restricted stock units. Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 19:12 UTC | LITHIA MOTORS INC LAD · Entity 3640 | GrantClass A Common Stock | 2,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001023128-19-000025 · edgardoc.xml · nonDerivative · entry 1 Liang George Chun-Wai · CIK 0001625940 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,927 F1 · shares: Shares of Class A Common Stock were issued in settlement of restricted stock units that were earned and vested under a long-term restricted stock unit agreement entered into in 2016. Compensation Committee certification of the achievement of the performance condition of the award occurred on the transaction date. F2 · price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. Read SEC document |
| January 02, 2019 Filed Jan 5, 2019 01:29 UTC | LITHIA MOTORS INC LAD · Entity 3640 | Tax withholdingClass A Common Stock | 782 | $76.33 | $59,690.06 |
DisclosureSEC source: 0001023128-19-000009 · edgardoc.xml · nonDerivative · entry 1 Liang George Chun-Wai · CIK 0001625940 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,684 F1 · shares: Shares were withheld by the issuer to cover withholding taxes upon vesting of restricted stock units. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 01:06 UTC | LITHIA MOTORS INC LAD · Entity 3640 | GrantClass A Common Stock | 3,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001023128-18-000026 · edgardoc.xml · nonDerivative · entry 3 Liang George Chun-Wai · CIK 0001625940 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,466 F4 · shares: Restricted stock units were awarded and earned under a performance and time-vesting restricted stock unit agreement entered into in 2017. 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 equal installments on January 1 of each of 2019, 2020 and 2021. F2 · price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 01:06 UTC | LITHIA MOTORS INC LAD · Entity 3640 | Tax withholdingClass A Common Stock | 542 | $110.04 | $59,641.68 |
DisclosureSEC source: 0001023128-18-000026 · edgardoc.xml · nonDerivative · entry 2 Liang George Chun-Wai · CIK 0001625940 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,683 F3 · shares: Shares were withheld by the issuer to cover withholding taxes upon vesting of restricted stock units. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 01:06 UTC | LITHIA MOTORS INC LAD · Entity 3640 | GrantClass A Common Stock | 1,585 | $0.00 | $0.00 |
DisclosureSEC source: 0001023128-18-000026 · edgardoc.xml · nonDerivative · entry 1 Liang George Chun-Wai · CIK 0001625940 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,225 F1 · shares: Shares of Class A Common Stock were issued in settlement of restricted stock units that were earned and vested under a long-term restricted stock unit agreement entered into in 2015. Compensation Committee certification of the achievement of the performance criteria for the award occurred on the transaction date. F2 · price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. Read SEC document |
| January 01, 2018 Filed Jan 4, 2018 01:43 UTC | LITHIA MOTORS INC LAD · Entity 3640 | Tax withholdingClass A Common Stock | 253 | $113.59 | $28,738.27 |
DisclosureSEC source: 0001023128-18-000008 · edgardoc.xml · nonDerivative · entry 1 Liang George Chun-Wai · CIK 0001625940 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,640 F1 · shares: Shares were withheld by the issuer to cover withholding taxes upon vesting of restricted stock units. Read SEC document |
| August 30, 2017 Filed Sep 8, 2017 21:36 UTC | LITHIA MOTORS INC LAD · Entity 3640 | OtherClass A Common Stock | 923.4 | $105.13 | $97,077.04 |
DisclosureSEC source: 0000893877-17-000036 · edgar.xml · nonDerivative · entry 1 Liang George Chun-Wai · CIK 0001625940 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) plan Disclosed balance after: 0 F1 · ownership.nature: The shares of class A common stock reported on line 1 of Table 1 were previously held by the reporting person pursuant to a 401(k) plan. Read SEC document |
| August 22, 2017 Filed Aug 23, 2017 00:57 UTC | LITHIA MOTORS INC LAD · Entity 3640 | SaleClass A Common Stock | 1,970 | $105.62 | $208,071.99 |
DisclosureSEC source: 0001023128-17-000100 · edgardoc.xml · nonDerivative · entry 1 Liang George Chun-Wai · CIK 0001625940 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,893 F1 · price: Represents the weighted average share price of the Issuer's common stock sold in the price range of $105.4526 to $105.6449. The reporting person undertakes to provide upon request by the Commission staff, the Issuer or a security holder, full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes 285 shares acquired under the issuer's employee stock purchase plan. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 20:55 UTC | LITHIA MOTORS INC LAD · Entity 3640 | Tax withholdingClass A Common Stock | 129 | $101.80 | $13,132.20 |
DisclosureSEC source: 0001023128-17-000038 · edgardoc.xml · nonDerivative · entry 2 Liang George Chun-Wai · CIK 0001625940 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,578 F3 · shares: Shares were withheld by the issuer to cover withholding taxes upon vesting of restricted stock units. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 20:55 UTC | LITHIA MOTORS INC LAD · Entity 3640 | GrantClass A Common Stock | 1,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001023128-17-000038 · edgardoc.xml · nonDerivative · entry 1 Liang George Chun-Wai · CIK 0001625940 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,707 F1 · shares: Restricted stock units were awarded and earned under a performance and time-vesting restricted stock unit agreement entered into in 2016. Compensation Committee certification of the achievement of the performance condition for the award occurred on the transaction date. 323 shares of Class A Common Stock were issued in settlement of an equal number of restricted stock units. Subject to the reporting persons continued employment with the issuer or any of its subsidiaries, the remaining restricted stock units vest in equal installments on January 1 of each of 2018, 2019 and 2020. F2 · price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. Read SEC document |
| January 03, 2017 Filed Jan 13, 2017 01:48 UTC | LITHIA MOTORS INC LAD · Entity 3640 | Tax withholdingClass A Common Stock | 194 | $96.83 | $18,785.02 |
DisclosureSEC source: 0001023128-17-000010 · edgardoc.xml · nonDerivative · entry 1 Liang George Chun-Wai · CIK 0001625940 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,415 F1 · shares: Shares were withheld by the issuer to cover withholding taxes upon vesting of restricted stock units. F2 · balance_after: Includes 272 shares acquired under the issuer's employee stock purchase plan. 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.