Lithia Motors director sells 75 shares under plan

Rhea-AI Filing Summary

LITHIA MOTORS INC (LAD) director Stacy Loretz Congdon reported selling 75 shares of Lithia Motors Inc Common Stock on September 11, 2026, at $370.73 per share in an open-market or private transaction made under a Rule 10b5-1 plan, leaving her with 2,300 shares held directly.

Insider Trade Summary 10b5-1

Net Seller: 75 shares

Net Sell 1 txn

Insider Loretz Congdon Stacy

Role Director

Sold 75 shs ($28K)

Type	Security	Shares	Price	Value
Sale	Lithia Motors Inc Common Stock	75	$370.73	$28K

Holdings After Transaction: Lithia Motors Inc Common Stock — 2,300 shares (Direct)

Key Figures

Shares sold: 75 shares Sale price per share: $370.73 per share Approximate transaction value: $27,804.75 +1 more

4 metrics

Shares sold 75 shares Non-derivative sale reported for September 11, 2026

Sale price per share $370.73 per share Lithia Motors Inc Common Stock sold on September 11, 2026

Approximate transaction value $27,804.75 75 shares sold at $370.73 per share

Shares owned after transaction 2,300 shares Direct ownership following the September 11, 2026 sale

Key Terms

Rule 10b5-1 plan, open market or private transaction, Common Stock

3 terms

Rule 10b5-1 plan regulatory

"transactions were made under a Rule 10b5-1 plan"

A Rule 10b5-1 plan is a prearranged, written schedule that lets corporate insiders buy or sell company stock at set times or amounts, even if they later learn material nonpublic information. Think of it like setting an automatic thermostat for trades: it creates a clear record that trades were planned in advance, reducing the risk of insider-trading accusations and helping investors trust that insider transactions are routine rather than based on secret information.

open market or private transaction financial

"Sale in open market or private transaction"

Common Stock financial

"Lithia Motors Inc Common Stock"

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

FAQ

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

What insider transaction did LAD report for director Stacy Loretz Congdon?

LAD reported that director Stacy Loretz Congdon sold 75 shares of Lithia Motors Inc Common Stock on September 11, 2026, at $370.73 per share in an open-market or private transaction under a Rule 10b5-1 trading plan.

How many LAD shares did the director sell and at what price?

The director sold 75 LAD shares at a price of $370.73 per share. The transaction was reported as a sale in an open-market or private transaction, generating total proceeds of approximately $27,804.75 before any fees or taxes.

How many LAD shares does the director hold after this Form 4 transaction?

After the reported sale, Stacy Loretz Congdon directly owns 2,300 shares of Lithia Motors Inc Common Stock. This post-transaction holding is stated in the Form 4 as the total shares directly owned following the sale.

Was the LAD insider sale made under a Rule 10b5-1 trading plan?

Yes. The Form 4 indicates that the transactions were made under a Rule 10b5-1 plan, meaning the trades occurred pursuant to a pre-arranged trading plan rather than being initiated at the insider’s discretion at the time of sale.

What type of transaction is reported in this LAD Form 4?

The Form 4 reports a sale in an open market or private transaction of Lithia Motors Inc Common Stock. It is categorized as a non-derivative transaction involving common stock, not options or other derivative securities.

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

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Available on EDGAR 09/14/2026 - 04:08 PM Accepted by SEC EDGAR 09/14/2026 - 04:08 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

X

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Loretz Congdon Stacy

(Last) (First) (Middle)

150 N. BARTLETT ST

(Street)

MEDFORD OREGON 97501

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
LITHIA MOTORS INC [ LAD ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/11/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Lithia Motors Inc Common Stock	09/11/2026		S		75	D	$370.73	2,300	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

	/s/ Kevin Cundick, Attorney-in-Fact	09/14/2026
	** 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 4 (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.
* Form 4: SEC 1474 (03-26)