Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FARMER BROTHERS COFARM · Entity 49843 | Director | February 12, 2024 | February 13, 2024 |
| LITHIA MOTORS INCLAD · Entity 3640 | Director | September 11, 2026 | September 14, 2026 |
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.
FARMER BROTHERS CO
Report date February 12, 2024 · Filed February 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 94,549 |
Reported balance
After 2024-02-12 transaction · row 1
1 source rowRow 1 · 2024-02-12 · Grant · Acquired 25,885 · Balance 94,549 F1: Grant of restricted stock units ("RSUs") under the Farmer Bros. Co. 2017 Long-Term Incentive Plan ("Plan") granted on February 12, 2024 ("Grant Date"). Subject to the provisions of the Plan and the RSU grant agreement, the RSUs shall vest 100% on the earlier of: (i) the one year anniversary of the Grant Date or (ii) the date of the first annual meeting of the Company's stockholders immediately following the Grant Date. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units ("RSUs") under the Farmer Bros. Co. 2017 Long-Term Incentive Plan ("Plan") granted on February 12, 2024 ("Grant Date"). Subject to the provisions of the Plan and the RSU grant agreement, the RSUs shall vest 100% on the earlier of: (i) the one year anniversary of the Grant Date or (ii) the date of the first annual meeting of the Company's stockholders immediately following the Grant Date.
LITHIA MOTORS INC
Report date September 11, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Lithia Motors Inc Common StockSEC Table I · non-derivative | Direct | 2,300 |
Reported balance
After 2026-09-11 transaction · row 1
1 source rowRow 1 · 2026-09-11 · Sale · Disposed 75 · Balance 2,300 |
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 |
|---|---|---|---|---|---|---|
| September 11, 2026 Filed Sep 14, 2026 20:08 UTC | LITHIA MOTORS INC LAD · Entity 3640 | SaleLithia Motors Inc Common Stock | 75 | $370.73 | $27,804.75 |
DisclosureSEC source: 0001382319-26-000008 · wk-form4_1789416493.xml · nonDerivative · entry 1 Loretz Congdon Stacy · CIK 0001382319 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,300 Read SEC document |
| June 12, 2026 Filed Jun 15, 2026 20:16 UTC | LITHIA MOTORS INC LAD · Entity 3640 | SaleLithia Motors Inc Common Stock | 75 | $315.00 | $23,625.00 |
DisclosureSEC source: 0001382319-26-000006 · wk-form4_1781554613.xml · nonDerivative · entry 1 Loretz Congdon Stacy · CIK 0001382319 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,375 Read SEC document |
| April 30, 2026 Filed May 2, 2026 00:15 UTC | LITHIA MOTORS INC LAD · Entity 3640 | GrantLithia Motors Inc Common Stock | 715 | $0.00 | $0.00 |
DisclosureSEC source: 0001382319-26-000004 · wk-form4_1777680907.xml · nonDerivative · entry 1 Loretz Congdon Stacy · CIK 0001382319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,450 F1 · shares: Acquisition of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock. Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 22:39 UTC | LITHIA MOTORS INC LAD · Entity 3640 | SaleLithia Motors Inc Common Stock | 75 | $259.33 | $19,449.75 |
DisclosureSEC source: 0001382319-26-000002 · wk-form4_1773441571.xml · nonDerivative · entry 1 Loretz Congdon Stacy · CIK 0001382319 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,735 Read SEC document |
| December 12, 2025 Filed Dec 15, 2025 21:47 UTC | LITHIA MOTORS INC LAD · Entity 3640 | SaleLithia Motors Inc Common Stock | 75 | $360.00 | $27,000.00 |
DisclosureSEC source: 0001382319-25-000003 · wk-form4_1765835270.xml · nonDerivative · entry 1 Loretz Congdon Stacy · CIK 0001382319 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,810 Read SEC document |
| April 24, 2025 Filed Apr 24, 2025 23:13 UTC | LITHIA MOTORS INC LAD · Entity 3640 | GrantLithia Motors Inc Common Stock | 672 | $0.00 | $0.00 |
DisclosureSEC source: 0001023128-25-000062 · wk-form4_1745536400.xml · nonDerivative · entry 1 Loretz Congdon Stacy · CIK 0001382319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,885 F1 · kind: Acquisition of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock. Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 21:29 UTC | LITHIA MOTORS INC LAD · Entity 3640 | SaleLithia Motors Inc Common Stock | 270 | $298.80 | $80,675.60 |
DisclosureSEC source: 0001023128-25-000042 · wk-form4_1741987789.xml · nonDerivative · entry 1 Loretz Congdon Stacy · CIK 0001382319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,213 Read SEC document |
| April 23, 2024 Filed Apr 24, 2024 22:23 UTC | LITHIA MOTORS INC LAD · Entity 3640 | GrantLithia Motors Inc Common Stock | 704 | $0.00 | $0.00 |
DisclosureSEC source: 0001023128-24-000058 · wk-form4_1713997376.xml · nonDerivative · entry 1 Loretz Congdon Stacy · CIK 0001382319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,483 F1 · kind: Acquisition of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock. Read SEC document |
| February 12, 2024 Filed Feb 13, 2024 22:11 UTC | FARMER BROTHERS CO FARM · Entity 49843 | GrantCommon Stock | 25,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-004522 · wk-form4_1707862250.xml · nonDerivative · entry 1 Loretz Congdon Stacy · CIK 0001382319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,549 F1 · shares: Grant of restricted stock units ("RSUs") under the Farmer Bros. Co. 2017 Long-Term Incentive Plan ("Plan") granted on February 12, 2024 ("Grant Date"). Subject to the provisions of the Plan and the RSU grant agreement, the RSUs shall vest 100% on the earlier of: (i) the one year anniversary of the Grant Date or (ii) the date of the first annual meeting of the Company's stockholders immediately following the Grant Date. Read SEC document |
| April 20, 2023 Filed Apr 21, 2023 22:50 UTC | LITHIA MOTORS INC LAD · Entity 3640 | GrantLithia Motors Inc Common Stock | 779 | $0.00 | $0.00 |
DisclosureSEC source: 0001023128-23-000086 · wf-form4_168211744562777.xml · nonDerivative · entry 1 Loretz Congdon Stacy · CIK 0001382319 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 779 F1 · kind: Acquisition of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Common Stock. Read SEC document |
| February 10, 2023 Filed Feb 13, 2023 23:01 UTC Amendment | FARMER BROTHERS CO FARM · Entity 49843 | GrantCommon Stock | 23,023 | $0.00 | $0.00 |
DisclosureSEC source: 0000034563-23-000032 · wf-form4a_167632925432687.xml · nonDerivative · entry 1 Loretz Congdon Stacy · CIK 0001382319 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,664 F1 · kind: Grant of restricted stock units ("RSUs") under the Farmer Bros. Co. 2017 Long-Term Incentive Plan ("Plan"), granted on February 10, 2023 ("Grant Date"). Subject to the provisions of the Plan and the RSU grant agreement, the RSUs shall vest 100% on the earlier of (i) the one year anniversary of the Grant Date or (ii) the date of the first annual meeting of the Company's stockholders immediately following the Grant Date. Read SEC document |
| February 10, 2023 Filed Feb 13, 2023 21:56 UTC | FARMER BROTHERS CO FARM · Entity 49843 | GrantCommon Stock | 23,023 | $0.00 | $0.00 |
DisclosureSEC source: 0000034563-23-000021 · wf-form4_167632535834025.xml · nonDerivative · entry 1 Loretz Congdon Stacy · CIK 0001382319 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,664 F1 · kind: Grant of restricted stock units ("RSUs") under the Farmer Bros. Co. 2017 Long-Term Incentive Plan ("Plan"), granted on February 10, 2023 ("Grant Date"). Subject to the provisions of the Plan and the RSU grant agreement, the RSUs shall vest 100% on the earlier of (i) the one year anniversary of the Grant Date or (ii) the date of the first annual meeting of the Company's stockholders immediately following the Grant Date. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 21:25 UTC | FARMER BROTHERS CO FARM · Entity 49843 | GrantCommon Stock | 14,683 | $0.00 | $0.00 |
DisclosureSEC source: 0000034563-21-000122 · wf-form4_163977633757402.xml · nonDerivative · entry 1 Loretz Congdon Stacy · CIK 0001382319 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,641 F1 · kind: Grant of restricted stock under the Farmer Bros. Co. 2017 Long-Term Incentive Plan ("Plan"), granted on December 15, 2021 ("Grant Date"); the restricted stock cliff vests on the one year anniversary of theGrant Date (the "Vesting Date"), subject to continued service to the Company through the Vesting Date and the acceleration provisions of the Plan and restricted stock grant agreement. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 22:58 UTC | FARMER BROTHERS CO FARM · Entity 49843 | GrantCommon Stock | 15,081 | $0.00 | $0.00 |
DisclosureSEC source: 0000034563-20-000161 · wf-form4_160772749086591.xml · nonDerivative · entry 1 Loretz Congdon Stacy · CIK 0001382319 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,958 F1 · kind: Grant of restricted stock under the Farmer Bros. Co. 2017 Long-Term Incentive Plan ("Plan"), granted on December 9, 2020 ("Grant Date"); the restricted stock cliff vests on the one year anniversary of the Grant Date (the "Vesting Date"), subject to continued service to the Company through the Vesting Date and the acceleration provisions of the Plan and restricted stock grant agreement. Read SEC document |
| July 16, 2020 Filed Jul 21, 2020 00:35 UTC | FARMER BROTHERS CO FARM · Entity 49843 | GrantCommon Stock | 6,529 | $0.00 | $0.00 |
DisclosureSEC source: 0000034563-20-000083 · wf-form4_159529170509382.xml · nonDerivative · entry 1 Loretz Congdon Stacy · CIK 0001382319 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,877 F1 · kind: Grant of restricted stock under the Farmer Bros. Co. 2017 Long-Term Incentive Plan ("Plan"), granted on July 16, 2020 ("Grant Date"); the restricted stock cliff vests on the one year anniversary of the Grant Date (the "Vesting Date"), subject to continued service to the Company through the Vesting Date and the acceleration provisions of the Plan and restricted stock grant agreement. Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 20:32 UTC | FARMER BROTHERS CO FARM · Entity 49843 | PurchaseCommon Stock | 2,500 | $7.70 | $19,260.25 |
DisclosureSEC source: 0000034563-20-000032 · wf-form4_158464992984806.xml · nonDerivative · entry 1 Loretz Congdon Stacy · CIK 0001382319 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,348 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $7.69 to $7.706, inclusive. The reporting person undertakes to provide to Farmer Bros. Co., any security holder of Farmer Bros. Co., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 22:43 UTC | FARMER BROTHERS CO FARM · Entity 49843 | GrantCommon Stock, $1.00 par value | 4,137 | $0.00 | $0.00 |
DisclosureSEC source: 0000034563-19-000142 · wf-form4_157619057782621.xml · nonDerivative · entry 1 Loretz Congdon Stacy · CIK 0001382319 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,848 F1 · price: Grant of restricted stock under the Farmer Bros. Co. 2017 Long-Term Incentive Plan ("Plan"), granted on December 10, 2019 ("Grant Date"); the restricted stock cliff vests on the one year anniversary of the Grant Date (the "Vesting Date"), subject to continued service to the Company through the Vesting Date and the acceleration provisions of the Plan and restricted stock grant agreement. Read SEC document |
| December 07, 2018 Filed Dec 11, 2018 22:31 UTC | FARMER BROTHERS CO FARM · Entity 49843 | GrantCommon Stock, $1.00 par value | 2,711 | $0.00 | $0.00 |
DisclosureSEC source: 0000034563-18-000089 · wf-form4_154456746358034.xml · nonDerivative · entry 1 Loretz Congdon Stacy · CIK 0001382319 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,711 F1 · price: Grant of restricted stock under the Farmer Bros. Co. 2017 Long-Term Incentive Plan ("Plan"), granted on December 7, 2018 ("Grant Date"); the restricted stock cliff vests on the earlier of (i) the one year anniversary of the Grant Date or (ii) the date of the first annual meeting of the Company's stockholders immediately following the Grant Date (as applicable, the "Vesting Date"), subject to continued service to the Company through the Vesting Date and the acceleration provisions of the Plan and restricted stock grant agreement. 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.