Loretz Congdon Stacy
Director · LAD
As of 2026-09-16, Loretz Congdon Stacy has 7 Form 4 transactions on record across 1 company — 5 in the trailing 12 months.
Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.
Pattern in the record: open-market sales filed in March in multiple years since 2025 — a recurring calendar cadence, more consistent with scheduled activity than a one-off decision.
Reconstructed holdings
- Direct $780K
- Indirect $0
| LAD | direct | 2,300 sh | $780K |
Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.
Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.
Trades by company
Filing ledger
| Date | Company | Action | Shares @ price | Value | Ownership Δ | Owned after | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-11 | LAD | Sale | 75 @ $370.73 | $28K | −3.2% of holding | 2,300 | Form 4 |
| 2026-06-12 | LAD | Sale | 75 @ $315.00 | $24K | −3.1% of holding | 2,375 | Form 4 |
| 2026-03-12 | LAD | Sale | 75 @ $259.33 | $19K | −4.1% of holding | 1,735 | Form 4 |
| 2025-12-12 | LAD | Sale | 75 @ $360.00 | $27K | −4.0% of holding | 1,810 | Form 4 |
| 2025-03-12 | LAD | Sale | 270 @ $298.80 | $81K | −18.2% of holding | 1,213 | Form 4 |
2 award / exercise / gift records — not counted as purchases
Source: SEC Form 4 filings. Each row links to its original filing.
Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.