Welcome to our dedicated page for LITHIA MOTORS SEC filings (Ticker: LAD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Lithia Motors, Inc. filings document the regulatory record of an automotive retailer with dealership operations, e-commerce platforms, captive finance activity, fleet offerings, and aftersales services. Forms 8-K furnish quarterly and annual operating results, dividend declarations, material agreements, and organizational updates tied to the company's retail and financing platform.
Proxy and governance filings cover director elections, executive compensation votes, auditor ratification, shareholder proposals, bylaws, board-size provisions, and annual meeting voting results. Other disclosures include amendments to floorplan and revolving credit facilities, leadership and technology organization changes, exhibits to material agreements, and capital-return information.
Lithia Motors Inc director Sidney B. DeBoer reported a small share disposition tied to taxes, not a market trade. On this Form 4, 54 shares of Lithia Motors Inc common stock were withheld on March 2, 2026 at $279.58 per share to cover tax obligations related to vesting restricted stock units. After this tax-withholding event, DeBoer directly owned 25,561 shares of Lithia Motors Inc common stock.
Lithia Motors, Inc. entered into a Seventh Amendment to its Fourth Amended and Restated Loan Agreement with U.S. Bank National Association and other lenders. The amendment extends the expiration date of the company’s credit facility to February 27, 2031, with one-year extension options available annually subject to lender threshold consent and other conditions.
Upon the company’s election to convert its Used Vehicle Floorplan and Service Loaner Floorplan facilities to VIN-specific reporting as of the defined VIN Transition Date, the financing commitments would be allocated as follows: New Vehicle Floorplan $2,700,000,000, Used Vehicle Floorplan $1,250,000,000, Service Loaner Floorplan $150,000,000, and a Revolving Line of Credit $2,400,000,000. The amendment also removes the Simple SOFR Adjustment.
Lithia Motors describes a large, diversified auto retail platform spanning 455 locations and 54 brands across the U.S., U.K., and Canada. The company emphasizes an omnichannel strategy through its Driveway e-commerce platform, GreenCars education site, captive finance arm DFC, and fleet offerings.
In 2025, Lithia acquired 17 stores and divested 12, investing $751.0 million to add nearly $2.4 billion in expected annualized revenue. It deployed $350.9 million in capital expenditures and paid $55.3 million in dividends, supported by about $1.5 billion of liquidity as of December 31, 2025.
Marketing is heavily digital, with $257.0 million of 2025 ad spend and over 88% directed to online and one‑to‑one channels. GreenCars.com drew roughly 9.0 million unique visitors and influenced more than 10,000 vehicle purchases. Lithia also outlines extensive risk factors, including economic cycles, EV adoption, regulatory changes, and significant leverage and variable-rate debt.
Lithia Motors Inc senior vice president of people, Katherine Lee Macaddino, filed an initial ownership report showing she directly holds 1,160 shares of Lithia Motors Inc common stock. This Form 3 does not report any new buy or sell transactions, only her existing direct holdings.
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.
Lithia Motors, Inc. reported a change to its corporate bylaws related to board governance. Effective February 19, 2026, the company removed the previous upper limit on the size of its Board of Directors, allowing the exact number of directors to be set by board resolution.
For the 2026 Annual Meeting of Shareholders, the Board set its size at 10 directors for purposes of electing directors at that meeting. The updated Amended and Restated Bylaws reflecting this change are included as an exhibit and incorporated by reference.
Lithia Motors, Inc. announced an organizational change in its technology leadership. The company is shifting its information technology and technology teams to align more closely with the businesses, customers, and products they support. As part of this shift, George Hines will transition from his role as Senior Vice President, Chief Innovation and Technology Officer, effective March 1, 2026. Core technology functions will instead report to Tina Miller, Chief Financial Officer, and Dianna du Preez, Chief Customer Officer. Hines will remain with the company in a non-executive role and continue serving on the Pinewood.AI public board.
Lithia & Driveway reported record full-year 2025 revenue of $37.63 billion, up 4.0%, with diluted EPS rising 10% to $32.32 and adjusted diluted EPS up 16% to $33.46. Net income grew 1% to $825.9 million, and adjusted net income increased 8% to $854.7 million.
Fourth-quarter 2025 revenue was stable at $9.20 billion, but diluted EPS fell 28% to $5.72 and adjusted EPS declined 12% to $6.74 as margins compressed and net income dropped 35.5% to $137.9 million. Used vehicles and aftersales were growth drivers, while new vehicle revenue and margins softened.
The company acquired stores expected to add $2.4 billion of annualized revenue, divested $1.3 billion, and repurchased about $947 million of stock, reducing shares outstanding by 11.4% in 2025. The board approved a $0.55 per-share cash dividend payable on March 20, 2026 to shareholders of record on March 6, 2026.
Lithia Motors Inc. Chief Administrative Officer David Stork reported equity compensation-related transactions in Lithia Motors Inc. (LAD) common stock dated January 9, 2026. He acquired 3,896 restricted stock units that were awarded and earned under a performance- and time-vesting agreement entered into on February 22, 2023, with the performance condition certified on the transaction date and vesting scheduled for January 1, 2026, subject to continued employment. He also acquired 479 additional restricted stock units that each represent a contingent right to one share of common stock and are scheduled to vest on January 1 of 2027, 2028 and 2029, subject to continued employment.
To cover withholding taxes on the vesting of restricted stock units, 1,873 shares of common stock were withheld at a price of $332.33 per share, which is noted as not being an open market transaction. After these transactions, Stork directly beneficially owned 5,721 shares of Lithia Motors Inc. common stock.
Lithia Motors Inc executive George N. Hines reported equity-related transactions in company stock. On January 9, 2026, he acquired 6,728 shares of Lithia Motors Inc common stock at $0 per share, tied to performance- and time-vesting restricted stock units that were awarded under an agreement dated February 22, 2023. Following this transaction, he directly held 11,154 shares of common stock.
On the same date, Hines acquired an additional 811 shares of common stock at $0 per share in connection with restricted stock units that vest on January 1 of 2027, 2028, and 2029, bringing his direct holdings to 11,965 shares. Also on January 9, 2026, 4,071 shares were withheld at a price of $332.33 per share to cover taxes due on the vesting of restricted stock units, reducing his direct holdings to 7,894 shares of Lithia Motors Inc common stock.