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.
Initial Form 3 filing for a director that reports no beneficial ownership. The filing names Richard J. Bailey Jr. as the reporting person and indicates his relationship to Lithia Motors Inc. (LAD) is as a director. The event date requiring the statement is 10/01/2025 and the form was signed by an attorney-in-fact on 10/08/2025. The filing explicitly states "No securities are beneficially owned."
Heidi O'Neill, a director of Lithia Motors Inc (LAD), was granted 342 restricted stock units (RSUs) on 10/01/2025. Each RSU represents a contingent right to receive one share of common stock, and the reported price for the grant is $0. Following the transaction the filing reports 342 shares beneficially owned by Ms. O'Neill in a direct ownership form. The Form 4 was signed on behalf of the reporting person by an attorney-in-fact, Kevin Cundick, on 10/03/2025.
Lithia Motors (LAD) disclosed an insider’s Form 3, indicating a new director relationship as of 10/01/2025. The filing reports no securities beneficially owned by the reporting person at the time of the event. This is an initial ownership statement and was filed by one reporting person, reflecting the individual’s status and baseline holdings at the start of service.
Lithia Motors added two independent directors and disclosed their compensation and related relationships. Heidi O'Neill and Richard Bailey were elected to the expanded nine-member Board effective October 1, 2025. Each will receive an annual cash retainer of $100,000 prorated for the 2025-2026 service year and will be granted restricted stock units valued at approximately $113,750 that vest monthly across the director compensation year while in service. The Company will enter into its standard indemnity agreements with both directors. Both will serve on the audit committee. The filing also discloses that Lithia donated approximately $833,000 in 2024 and $666,000 so far in 2025 to the Southern Oregon University Foundation as part of a 10-year commitment made in July 2022.
Lithia Motors, Inc. (LAD) reported the filing of an indenture and the related note form for new senior notes bearing a 5.500% coupon maturing in 2030. The filing includes the full indenture agreement and the form of the 5.500% Senior Notes due 2030 as exhibits, and affirms the company’s common stock trades on the New York Stock Exchange under the symbol LAD. The report is signed by the company’s Chief Financial Officer and Principal Accounting Officer, indicating the exhibits have been furnished with the company’s current report.
Lithia Motors, Inc. reported that it has priced a private offering of $600 million in aggregate principal amount of 5.500% senior notes due 2030. These senior notes represent a new debt financing that will mature in 2030 and carry a fixed interest rate of 5.500% annually. The company disclosed this transaction under an other-events item and attached the related press release as an exhibit, while emphasizing that this disclosure does not constitute an offer to sell or a solicitation of an offer to buy any securities.
Lithia Motors, Inc. has begun a private offering of $500 million aggregate principal amount of senior notes due 2030. The company disclosed in an 8-K that it announced this transaction through a press release, which is included as an exhibit. The filing emphasizes that this communication, including the attached press release, is neither an offer to sell nor a solicitation of an offer to buy any securities.
Louis Miramontes, a director of Lithia Motors, Inc. (LAD), reported a sale of company stock. On 08/22/2025 the reporting person sold 250 shares of Lithia Motors common stock under Transaction Code S at a weighted average price of $324.0641. After the reported sale the reporting person beneficially owned 5,679 shares, held directly. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person.
Lithia Motors, Inc. (LAD) filing a Form 144 notifies a proposed sale of 250 shares of Common stock through Morgan Stanley Smith Barney LLC on the NYSE with an aggregate market value of $81,016.00 and total shares outstanding listed as 25,636,451. The approximate sale date is 08/22/2025.
The securities were acquired as restricted stock: 74 shares on 08/01/2024 and 176 shares on 03/01/2025, both from the issuer, with payment dates matching acquisition dates. The filing reports no sales in the past three months and includes the standard signature representation regarding material nonpublic information.
Lithia Motors entered into a Sixth Amendment to its loan agreement, increasing total financing commitments from $6.0 billion to $6.5 billion, with potential expansion to $7.0 billion subject to lender approval. The amendment establishes initial allocations of $3.0 billion for the New Vehicle Floorplan, $0.9 billion for the Used Vehicle Floorplan, $2.5 billion for the Revolver and $0.1 billion for the Service Loaner Floorplan. It permits the aggregate revolving loan to be up to 50% of aggregate commitments, expands eligible real estate for the revolving base, and removes Financing Operations interest expense from the fixed charge coverage ratio. A copy is filed as Exhibit 10.1.