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 | 2,768 |
Reported balance
After 2019-02-22 transaction · row 1
1 source rowRow 1 · 2019-02-22 · Grant · Acquired 2,768 · Balance 2,768 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 22:57 UTC | LITHIA MOTORS INC LAD · Entity 3640 | GrantClass A Common Stock | 2,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001023128-19-000053 · edgardoc.xml · nonDerivative · entry 1 Lewis Erik · CIK 0001748903 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,768 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.