Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
LITHIA MOTORS INC
Report date April 23, 2024 · Filed May 09, 2024
Section 16 reporting ended · disclosed 2024-05-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Lithia Motors Inc Common StockSEC Table I · non-derivative | Direct | 33,100 |
Reported balance
Holding disclosure · report date 2024-04-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 33,100 |
| Lithia Motors Inc Common StockSEC Table I · non-derivative | IndirectCarol Roberts Trust | 10,000 |
Reported balance
Holding disclosure · report date 2024-04-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,000 |
| Lithia Motors Inc Common StockSEC Table I · non-derivative | IndirectKenneth Roberts Trust | 51,794 |
Reported balance
Holding disclosure · report date 2024-04-23 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 51,794 |
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 20:40 UTC | LITHIA MOTORS INC LAD · Entity 3640 | GrantClass A Common Stock | 1,371 | $0.00 | $0.00 |
DisclosureSEC source: 0000893877-18-000017 · edgar.xml · nonDerivative · entry 1 Roberts Kenneth E · CIK 0001548796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,435 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 |
| January 26, 2018 Filed Jan 30, 2018 18:13 UTC | LITHIA MOTORS INC LAD · Entity 3640 | SaleClass A Common Stock | 5,000 | $126.00 | $630,000.00 |
DisclosureSEC source: 0001023128-18-000018 · edgardoc.xml · nonDerivative · entry 1 Roberts Kenneth E · CIK 0001548796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,064 F1 · shares: Shares were sold pursuant to a pre-established Rule 10b5-1 plan. Read SEC document |
| January 08, 2018 Filed Jan 10, 2018 18:20 UTC | LITHIA MOTORS INC LAD · Entity 3640 | SaleClass A Common Stock | 5,000 | $124.00 | $620,000.00 |
DisclosureSEC source: 0001023128-18-000016 · edgardoc.xml · nonDerivative · entry 1 Roberts Kenneth E · CIK 0001548796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,064 F1 · shares: Shares were sold pursuant to a pre-established Rule 10b5-1 plan. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 22:30 UTC | LITHIA MOTORS INC LAD · Entity 3640 | SaleClass A Common Stock | 534 | $122.62 | $65,479.08 |
DisclosureSEC source: 0001023128-17-000139 · edgardoc.xml · nonDerivative · entry 1 Roberts Kenneth E · CIK 0001548796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,064 Read SEC document |
| October 03, 2017 Filed Oct 3, 2017 20:43 UTC | LITHIA MOTORS INC LAD · Entity 3640 | SaleClass A Common Stock | 1,500 | $122.00 | $183,000.00 |
DisclosureSEC source: 0001023128-17-000119 · edgardoc.xml · nonDerivative · entry 2 Roberts Kenneth E · CIK 0001548796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,598 F1 · shares: Shares were sold pursuant to a pre-established Rule 10b5-1 plan. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 20:43 UTC | LITHIA MOTORS INC LAD · Entity 3640 | SaleClass A Common Stock | 3,500 | $122.00 | $427,000.00 |
DisclosureSEC source: 0001023128-17-000119 · edgardoc.xml · nonDerivative · entry 1 Roberts Kenneth E · CIK 0001548796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,098 F1 · shares: Shares were sold pursuant to a pre-established Rule 10b5-1 plan. Read SEC document |
| September 27, 2017 Filed Sep 27, 2017 21:00 UTC | LITHIA MOTORS INC LAD · Entity 3640 | SaleClass A Common Stock | 5,000 | $120.00 | $600,000.00 |
DisclosureSEC source: 0001023128-17-000115 · edgardoc.xml · nonDerivative · entry 3 Roberts Kenneth E · CIK 0001548796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,598 F1 · shares: Shares were sold pursuant to a pre-established Rule 10b5-1 plan. Read SEC document |
| September 26, 2017 Filed Sep 27, 2017 21:00 UTC | LITHIA MOTORS INC LAD · Entity 3640 | SaleClass A Common Stock | 5,000 | $118.00 | $590,000.00 |
DisclosureSEC source: 0001023128-17-000115 · edgardoc.xml · nonDerivative · entry 2 Roberts Kenneth E · CIK 0001548796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,598 F1 · shares: Shares were sold pursuant to a pre-established Rule 10b5-1 plan. Read SEC document |
| September 25, 2017 Filed Sep 27, 2017 21:00 UTC | LITHIA MOTORS INC LAD · Entity 3640 | SaleClass A Common Stock | 15,000 | $115.98 | $1,739,751.00 |
DisclosureSEC source: 0001023128-17-000115 · edgardoc.xml · nonDerivative · entry 1 Roberts Kenneth E · CIK 0001548796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,598 F1 · shares: Shares were sold pursuant to a pre-established Rule 10b5-1 plan. F2 · price: Represents the weighted average share price of the Issuer's common stock sold in the price range of $115.8895 to $116.1552. 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: 0001023128-17-000052 · edgardoc.xml · nonDerivative · entry 1 Roberts Kenneth E · CIK 0001548796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,598 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 |
| December 07, 2016 Filed Dec 9, 2016 22:21 UTC | LITHIA MOTORS INC LAD · Entity 3640 | SaleClass A Common Stock | 1,884 | $98.02 | $184,664.59 |
DisclosureSEC source: 0001023128-16-000138 · edgardoc.xml · nonDerivative · entry 1 Roberts Kenneth E · CIK 0001548796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,863 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.