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Lithia Motors (NYSE: LAD) finance SVP reports holding 5,790 shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

Lithia Motors Inc senior vice president of finance Charles Douglas Lietz filed an initial ownership report showing he directly holds 5,790 shares of Lithia Motors Inc common stock. This Form 3 filing simply discloses his existing stake as an officer and does not report any recent share purchases or sales.

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SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0104
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hours per response: 0.5
1. Name and Address of Reporting Person*
Lietz Charles Douglas

(Last) (First) (Middle)
150 N BARTLETT ST

(Street)
MEDFORD OR 97501

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
02/19/2026
3. Issuer Name and Ticker or Trading Symbol
LITHIA MOTORS INC [ LAD ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Sr Vice President, Finance
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Lithia Motors Inc Common Stock 5,790 D
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
Remarks:
/s/ Kevin Cundick, Attorney-in-Fact 02/19/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What does the Form 3 filing by Lithia Motors (LAD) executive disclose?

The Form 3 filing discloses that senior vice president of finance Charles Douglas Lietz directly owns 5,790 shares of Lithia Motors Inc common stock. It is an initial ownership report and does not indicate any recent share purchases or sales activity.

How many Lithia Motors (LAD) shares does Charles Douglas Lietz report owning?

Charles Douglas Lietz reports direct ownership of 5,790 shares of Lithia Motors Inc common stock. This figure reflects his total direct holdings following the reported status and is disclosed as part of his initial insider ownership statement.

What is the role of Charles Douglas Lietz at Lithia Motors (LAD)?

Charles Douglas Lietz is identified as Senior Vice President, Finance at Lithia Motors Inc. As an executive officer, he is required to file a Form 3 to report his beneficial ownership of company stock when he becomes subject to insider reporting rules.

Does the Lithia Motors (LAD) Form 3 show any recent insider buying or selling?

The Form 3 does not show any recent insider buying or selling. It classifies the entry as a holding, with unknown transaction code, and simply lists a total of 5,790 shares directly owned after the reported status.

Is the Lithia Motors (LAD) Form 3 transaction direct or indirect ownership?

The Form 3 states that the 5,790 shares of Lithia Motors Inc common stock are held with direct ownership, coded as “D.” No trusts, partnerships, or other indirect ownership entities are referenced in the provided data or footnotes.
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