Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LITHIA MOTORS INCLAD · Entity 3640 | Director | April 27, 2018 | May 01, 2018 |
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 April 27, 2018 · Filed May 01, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 67,075 |
Reported balance
After 2018-04-27 transaction · row 1
1 source rowRow 1 · 2018-04-27 · Grant · Acquired 1,371 · Balance 67,075 F1: Acquisition of restricted stock units. 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: Acquisition of restricted stock units. 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 |
|---|---|---|---|---|---|---|
| April 27, 2018 Filed May 1, 2018 20:24 UTC | LITHIA MOTORS INC LAD · Entity 3640 | GrantClass A Common Stock | 1,371 | $0.00 | $0.00 |
DisclosureSEC source: 0000893877-18-000010 · edgar.xml · nonDerivative · entry 1 BECKER THOMAS R · CIK 0001170837 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,075 F1 · kind: Acquisition of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 23:36 UTC | LITHIA MOTORS INC LAD · Entity 3640 | SaleClass A Common Stock | 1,031 | $107.10 | $110,420.10 |
DisclosureSEC source: 0001023128-17-000112 · edgardoc.xml · nonDerivative · entry 1 BECKER THOMAS R · CIK 0001170837 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,704 F1 · price: Represents the weighted average share price of the Issuer's common stock sold in the price range of $107.00 to $107.20. 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. Read SEC document |
| April 19, 2017 Filed Apr 19, 2017 22:03 UTC | LITHIA MOTORS INC LAD · Entity 3640 | GrantClass A Common Stock | 1,735 | $0.00 | $0.00 |
DisclosureSEC source: 0001023128-17-000051 · edgardoc.xml · nonDerivative · entry 1 BECKER THOMAS R · CIK 0001170837 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,735 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. Restricted stock units vest 25% on the 1st of the month following each regularly scheduled quarterly Board of Directors meeting. 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.