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LAD · Lithia Motors Inc
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LAD Lithia Motors (LAD) Insider Trading, Ownership & Congress Trades

Wholesale & Retail · Retail-auto dealers & gasoline stations · CIK 0001023128
Form 144 · 2
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
0
13F, latest reported quarter

What the filings say about LAD

Insiders, 180 days
-$376.9K net sold
4 sellers · 17% of sales under a 10b5-1 plan
Congress, 1 year
No trades
Last one: sale, 2025-08-04
Planned sales (Form 144), 90 days
$147.3K
2 notices

Lithia Motors insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, LITHIA MOTORS INC insiders sold a net $376.9K of stock across 117 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
SELL
2026-09-14 SECtraded 2026-09-11
75
$27.8K
-17.1%
Context
  • 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Jun 12, 2026.
  • The trade is 3.3% of the 2,300 shares held after it.
  • 1 other insider sold within 30 days.
Insider activity: Director Loretz Congdon Stacy sold about $27.8K of LAD under a 10b5-1 plan on Sep 11, 2026; 1 other insider sold within 30 days.
Chief Administrative Officer
SELL
2026-09-10 SECtraded 2026-09-08
320
$119.5K
-19.9%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Dec 10, 2024.
  • The trade is 5.9% of the 5,401 shares held after it.
  • 1 other insider sold within 30 days.
Insider activity: Chief Administrative Officer Stork David sold about $119.5K of LAD on Sep 8, 2026, the largest insider sale at the company since 2025; 1 other insider sold within 30 days.
SELL
2026-06-15 SECtraded 2026-06-12
75
$23.6K
-6.5%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Mar 12, 2026.
  • The trade is 3.2% of the 2,375 shares held after it.
  • 2 other insiders sold within 30 days.
Insider activity: Director Loretz Congdon Stacy sold about $23.6K of LAD on Jun 12, 2026; 2 other insiders sold within 30 days.
SELL
2026-06-11 SECtraded 2026-06-10
165
$50.4K
-8.3%
Context
  • 18 earlier Form 4 trades (code P or S) here by this insider (18 sales), the last on May 11, 2026.
  • The trade is 9.8% of the 1,681 shares held after it.
  • 2 other insiders sold within 30 days.
Insider activity: Director McIntyre Shauna sold about $50.4K of LAD on Jun 10, 2026; 2 other insiders sold within 30 days.
SELL
2026-05-27 SECtraded 2026-05-26
297
$83.3K
-2.8%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 39.1% of the 760 shares held after it.
  • 2 other insiders sold within 30 days.
Insider activity: Director Bailey Richard J Jr sold about $83.3K of LAD on May 26, 2026, the largest insider sale at the company since 2025; 2 other insiders sold within 30 days.
117 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Showing the latest few. to see 112 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$376.9K over 180 days
-$147.3K over 90 days
more than 59% of Wholesale & Retail
Congress
no House purchase disclosed in the last 12 months
Funds
under five funds report holding it
Revenue
+4.0% year over year
more than 51% of Wholesale & Retail
Margin
2.2% net margin
more than 58% of Wholesale & Retail
Buybacks
$534.0M repurchased, FY to 2026-06-30
more than 88% of Wholesale & Retail
Short interest
9.0% of the float short (float per yahoo 2026-10-27) · 5.4 days to cover · settled 2026-10-15
more than 77% of Wholesale & Retail
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch LAD

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The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-11.0%12M
-25%-6%+13%+32%2025-102025-122026-022026-042026-062026-082026-10 2026-09-08 · Stork David sold $119.5K2026-05-26 · Bailey Richard J Jr sold $83.3K2026-05-11 · McIntyre Shauna sold $72.2K2026-06-10 · McIntyre Shauna sold $50.4K2026-09-11 · Loretz Congdon Stacy sold $27.8K2025-12-12 · Loretz Congdon Stacy sold $27.0K2026-06-12 · Loretz Congdon Stacy sold $23.6K2026-03-12 · Loretz Congdon Stacy sold $19.4K2026-09-11 · Loretz Congdon Stacy filed to sell $27.8K2026-09-08 · Stork David filed to sell $119.5K
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns LAD: institutional holders (13F)

13F holdings, latest reported quarter
SEC 13F
No reported 13F holders

No fund above the reporting threshold listed this stock last quarter. That is a fact, not missing data.

Congress trades in LAD

STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-08-04 · disclosed 39 days later
$1,001 - $15,000
Bought 2025-07-22 · disclosed 22 days later
$1,001 - $15,000
Sold 2024-01-24 · disclosed 22 days later
$1,001 - $15,000

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

LAD planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Loretz Congdon Stacy
Filed 2026-09-11
$27.8K
Stork David
Filed 2026-09-08
$119.5K
Executive pay vs shareholder return
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$15.9M
$22.8M
$2.6M
+17%
+47%
2024
$16.8M
$20.7M
$4.6M
+25%
+67%
2023
$19.2M
$29.4M
$4.7M
+14%
+53%
2022
$11.1M
$3.9M
$2.8M
-29%
+13%
2021
$10.5M
$14.0M
$2.3M
+2%
+49%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $376.9K sold by insiders over 180 days, $147.3K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Same sector, ranked by filing activity
Sector by SEC SIC code

LAD financials

Revenue growth
+4.0%
XBRL, annual
Net margin
2.2%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$37.9B
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+1.9%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
-$504.3M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
1.51x
long-term debt only, 2025-12-31 (6 months older than the period end); equity 2026-06-30
Cash flow to debt
-0.02x
TTM operating cash flow over long-term debt only, 2025-12-31 (6 months older than the period end)
Return on equity
+10.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+2.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
+7.1%
operating income after a 25.4% effective tax rate, over long-term debt only, 2025-12-31 (6 months older than the period end) plus average of 2025-06-30 and 2026-06-30 minus cash
Return on capital employed
+8.7%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
9.46x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
$15.9B
market value at close 2026-10-26 on 2026-07-29 shares, plus long-term debt only, 2025-12-31 (6 months older than the period end), minus cash 2026-06-30
FCF yield
-8.0%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
n/a
trailing EPS growth -10%, PEG needs growth
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$37.6B$36.2B$31.0B$28.2B
Gross profit$5.7B$5.6B$5.2B$5.2B
Operating income$1.6B$1.6B$1.7B$1.9B
Net income$819.6M$796.7M$1.0B$1.3B
EPS (diluted)32.3229.4536.2944.17
Operating cash flow$356.7M$425.1M-$472.4M-$610.1M
Long-term debt$9.7B$8.2B$7.2B$5.5B
Buybacks$960.9M$365.9M$48.9M$688.3M
Dividends paid$55.3M$56.5M$52.8M$45.2M
SEC XBRL, fiscal years, as known on 2026-10-28

LAD Stock Sonar score 5/7 axes

Find similar shapesCompare

LAD ranks highest on growth (69th percentile) and risk and compliance (56th), and lowest on financial health (19th), among Wholesale & Retail peers.

ProfitHealthGrowthInsidersRisk
Profitability
44
Inputs
  • Return on equity+10.7% · 55 pct, sector of 206
  • Return on assets+2.8% · 53 pct, sector of 257
  • Return on invested capital+7.1% · 17 pct, sector of 109
  • Return on capital employed+8.7% · 52 pct, sector of 220
Financial health
19
Inputs
  • Debt to equity1.51x · 12 pct, sector of 222
  • Cash flow to debt-0.02x · 25 pct, sector of 210
Growth
69
Inputs
  • Revenue growth, YoY+4.0% · 51 pct, sector of 311
  • Backlog growth, YoY+55.5% · 88 pct, universe of 854
Insider conviction
30
Inputs
  • Net Form 4 buying (codes P and S), 180d-$349K · 60 pct, sector of 187
  • Insider buyers, 180d0 · 0 pct, sector of 189
Risk and compliance
56
Inputs
  • Short interest, % of float+10.1% · 28 pct, sector of 320
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5y0.00 per $1B · 100 pct, sector of 242
  • New text in Risk Factors, latest 10-K+13.1% · 40 pct, sector of 226
2 not measured: Institutional and government, US patents
  • Institutional and government needs 1 of 4 inputs, 0 present: fewer than five funds report holding it; no Congress trades in 365 days; no federal contracts in 180 days; no lobbying filings in the last four quarters
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

LAD filings, in plain words

Are Lithia Motors insiders buying or selling LAD?

In the 180 days to 2026-10-28, Lithia Motors insiders were net sellers, a net $376.9K across purchases and sales reported on Form 4, by 4 sellers.

Have members of Congress traded LAD?

Yes, but not in the year to 2026-10-28; the latest on record is a sale by Lisa McClain dated 2025-08-04.

Are there planned insider sales of LAD?

Yes. 2 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $147.3K of stock; the latest, by Loretz Congdon Stacy, was filed 2026-09-11.

Read the full summary

In the 180 days to 2026-10-28, Lithia Motors insiders were net sellers of LAD, a net $376.9K across purchases and sales reported on Form 4 by 4 sellers. 17% of the 6 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Members of Congress have disclosed trades in LAD, none in the last year; the latest on record is a sale by Lisa McClain dated 2025-08-04. Insiders filed 2 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $147.3K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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