Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LITHIA MOTORS INCLAD · Entity 3640 | Executive Vice President | January 03, 2025 | January 03, 2025 |
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 January 03, 2025 · Filed January 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Lithia Motors Inc Common StockSEC Table I · non-derivative | Direct | 28,296 |
Reported balance
After 2025-01-03 transaction · row 1
1 source rowRow 1 · 2025-01-03 · Tax withholding · Disposed 3,758 · Balance 28,296 F1: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for payment of taxes on vesting of restricted stock units; not an open market transaction.
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, 2018 Filed Feb 27, 2018 01:04 UTC | LITHIA MOTORS INC LAD · Entity 3640 | GrantClass A Common Stock | 10,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001023128-18-000024 · edgardoc.xml · nonDerivative · entry 3 Holzshu Chris · CIK 0001504710 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,612 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 01:04 UTC | LITHIA MOTORS INC LAD · Entity 3640 | Tax withholdingClass A Common Stock | 1,407 | $110.04 | $154,826.28 |
DisclosureSEC source: 0001023128-18-000024 · edgardoc.xml · nonDerivative · entry 2 Holzshu Chris · CIK 0001504710 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,802 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 01:04 UTC | LITHIA MOTORS INC LAD · Entity 3640 | GrantClass A Common Stock | 2,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001023128-18-000024 · edgardoc.xml · nonDerivative · entry 1 Holzshu Chris · CIK 0001504710 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,209 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 01:29 UTC | LITHIA MOTORS INC LAD · Entity 3640 | Tax withholdingClass A Common Stock | 1,853 | $113.59 | $210,482.27 |
DisclosureSEC source: 0001023128-18-000003 · edgardoc.xml · nonDerivative · entry 1 Holzshu Chris · CIK 0001504710 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,298 F1 · shares: Shares were withheld by the issuer to cover withholding taxes upon vesting of restricted stock units. Read SEC document |
| August 22, 2017 Filed Aug 23, 2017 01:00 UTC | LITHIA MOTORS INC LAD · Entity 3640 | SaleClass A Common Stock | 13,143 | $104.00 | $1,366,872.00 |
DisclosureSEC source: 0001023128-17-000104 · edgardoc.xml · nonDerivative · entry 2 Holzshu Chris · CIK 0001504710 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,151 Read SEC document |
| August 21, 2017 Filed Aug 23, 2017 01:00 UTC | LITHIA MOTORS INC LAD · Entity 3640 | SaleClass A Common Stock | 1,700 | $104.08 | $176,931.41 |
DisclosureSEC source: 0001023128-17-000104 · edgardoc.xml · nonDerivative · entry 1 Holzshu Chris · CIK 0001504710 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,294 F1 · price: Represents the weighted average share price of the Issuer's common stock sold in the price range of $104.00 to $104.30. 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 |
| February 13, 2017 Filed Feb 15, 2017 20:54 UTC | LITHIA MOTORS INC LAD · Entity 3640 | Tax withholdingClass A Common Stock | 471 | $101.80 | $47,947.80 |
DisclosureSEC source: 0001023128-17-000037 · edgardoc.xml · nonDerivative · entry 2 Holzshu Chris · CIK 0001504710 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,994 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 20:54 UTC | LITHIA MOTORS INC LAD · Entity 3640 | GrantClass A Common Stock | 5,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001023128-17-000037 · edgardoc.xml · nonDerivative · entry 1 Holzshu Chris · CIK 0001504710 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,465 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. 1,296 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 |
| February 01, 2017 Filed Feb 3, 2017 21:24 UTC | LITHIA MOTORS INC LAD · Entity 3640 | Tax withholdingClass A Common Stock | 1,063 | $102.29 | $108,734.27 |
DisclosureSEC source: 0001023128-17-000026 · edgardoc.xml · nonDerivative · entry 1 Holzshu Chris · CIK 0001504710 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,284 F1 · shares: Shares were withheld by the issuer to cover withholding taxes upon vesting of restricted stock units. Read SEC document |
| January 03, 2017 Filed Jan 13, 2017 01:48 UTC | LITHIA MOTORS INC LAD · Entity 3640 | Tax withholdingClass A Common Stock | 1,386 | $96.83 | $134,206.38 |
DisclosureSEC source: 0001023128-17-000009 · edgardoc.xml · nonDerivative · entry 1 Holzshu Chris · CIK 0001504710 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,347 F1 · shares: Shares were withheld by the issuer to cover withholding taxes upon vesting of restricted stock units. 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.