Lithia Motors director plans $27.8K stock sale

Director Stacy Loretz-Congdon has notified of an intended Rule 144 sale of 75 shares of LITHIA MOTORS INC common stock through Fidelity.

Available on EDGAR 09/11/2026 - 09:51 AM EDT Accepted by SEC EDGAR 09/11/2026 - 09:50 AM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

LITHIA MOTORS INC (LAD) is the issuer for a planned Rule 144 sale by director Stacy Loretz-Congdon. A brokerage account at Fidelity Brokerage Services LLC has filed to sell 75 shares of common stock, with an aggregate market value of $27,804.75, on the NYSE.

The 75 shares to be sold were acquired on November 1, 2023 through restricted stock vesting as compensation. In the prior three months, 75 LAD common shares were sold on June 12, 2026 for $23,625.00.

Key Figures

Shares to be sold: 75 shares Aggregate market value of planned sale: $27,804.75 Shares outstanding: 21,983,116 shares +3 more

6 metrics

Shares to be sold 75 shares Planned Rule 144 sale of LITHIA MOTORS INC common stock

Aggregate market value of planned sale $27,804.75 75 LAD common shares to be sold through Fidelity on the NYSE

Shares outstanding 21,983,116 shares LITHIA MOTORS INC common stock outstanding as referenced in the notice

Shares sold in prior 3 months 75 shares Sale on June 12, 2026 reported for Stacy Loretz-Congdon

Aggregate value of prior sale $23,625.00 75 LAD common shares sold on June 12, 2026

Acquisition date of shares to be sold November 1, 2023 Restricted stock vesting as compensation from the issuer

Key Terms

Rule 144, Restricted Stock Vesting, attorney-in-fact, aggregate market value

4 terms

Rule 144 regulatory

"See the definition of "person" in paragraph (a) of Rule 144."

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

Restricted Stock Vesting financial

"Common | 11/01/2023 | Restricted Stock Vesting | Issuer"

Restricted stock vesting is the timetable and conditions under which shares granted to employees or insiders become fully owned and can be sold, typically requiring continued work or meeting performance goals. It matters to investors because large blocks of shares can become tradable at once, which can change share supply and price, and because vesting aligns insiders’ incentives with the company’s long‑term performance—think of it like a timed unlock that both rewards and locks in key people.

attorney-in-fact regulatory

"as attorney-in-fact for Stacy Loretz-Congdon"

An attorney-in-fact is the person or entity given legal authority through a power of attorney to act on behalf of another for specific tasks, such as signing documents, voting shares, or handling transactions. For investors, this matters because it lets a trusted representative make timely decisions or complete paperwork when the owner cannot, much like handing keys to someone to run errands on your behalf—so checks on scope and limits of that authority are important.

aggregate market value financial

"Common | Fidelity Brokerage Services LLC ... | 75 | 27804.75"

Aggregate market value is the combined price you would pay to buy all outstanding shares of a company or all companies in a group at current market prices — essentially the sum of each stock’s market capitalization. It matters to investors because it shows the overall size and weight of an investment or sector (like the total cost to buy every piece of a puzzle), helps compare scale across companies or markets, and influences index composition and risk exposure.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the Form 144 notice disclose for LITHIA MOTORS INC (LAD)?

It discloses that director Stacy Loretz-Congdon, through Fidelity Brokerage Services LLC, intends to sell 75 shares of LITHIA MOTORS INC common stock under Rule 144 on the NYSE, with an aggregate market value of $27,804.75.

How many LAD shares are covered by the planned Rule 144 sale?

The notice covers an intended sale of 75 shares of LITHIA MOTORS INC common stock. These shares were previously acquired via restricted stock vesting on November 1, 2023 as part of compensation.

What is the aggregate market value of the LAD shares in this Form 144?

The 75 shares of LITHIA MOTORS INC common stock proposed to be sold have an aggregate market value of $27,804.75, based on the pricing information given in the notice for the planned NYSE sale.

How many LITHIA MOTORS INC shares are outstanding according to this notice?

The notice states that there are 21,983,116 shares of LITHIA MOTORS INC common stock outstanding, providing context for the size of the planned 75‑share sale.

What prior LAD stock sales by Stacy Loretz-Congdon are reported?

The notice reports that on June 12, 2026, 75 shares of LITHIA MOTORS INC common stock were sold for an aggregate amount of $23,625.00.

How were the LAD shares to be sold originally acquired?

The 75 LAD common shares to be sold were acquired on November 1, 2023 through restricted stock vesting from the issuer as compensation.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001382319
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	LITHIA MOTORS INC
SEC File Number	001-14733
Address of Issuer	150 NORTH BARTLETT STREET MEDFORD OREGON 97501
Phone	541-776-6401
Name of Person for Whose Account the Securities are To Be Sold	Loretz Congdon Stacy
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Director

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Fidelity Brokerage Services LLC 900 Salem Street Smithfield RI 02917	75	27804.75	21983116	09/11/2026	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	11/01/2023	Restricted Stock Vesting	Issuer			75	11/01/2023	Compensation

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
Stacy Loretz-Congdon 150 N. Bartlett Street Medford OR 97501	Common	06/12/2026	75	23625.00

144: Remarks and Signature

Remarks
Date of Notice	09/11/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	08/15/2025
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/ Margaret Campbell, as a duly authorized representative of Fidelity Brokerage Services LLC, as attorney-in-fact for Stacy Loretz-Congdon
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)