Loretz Congdon Stacy - Net Worth and Insider Trading
Loretz Congdon Stacy Net Worth
The estimated net worth of Loretz Congdon Stacy is at least $6 Million dollars as of 2024-04-19. Loretz Congdon Stacy is the Executive Advisor of Core-Mark Holding Co Inc and owns about 126,086 shares of Core-Mark Holding Co Inc (CORE) stock worth over $6 Million. Loretz Congdon Stacy is also the Director of Farmer Bros Co and owns about 9,348 shares of Farmer Bros Co (FARM) stock worth over $30,474. Details can be seen in Loretz Congdon Stacy's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Loretz Congdon Stacy has not made any transactions after 2020-03-17 and currently still holds the listed stock(s).
Transaction Summary of Loretz Congdon Stacy
Loretz Congdon Stacy Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Loretz Congdon Stacy owns 3 companies in total, including Farmer Bros Co (FARM) , Core-Mark Holding Co Inc (CORE) , and Lithia Motors Inc (LAD) .
Click here to see the complete history of Loretz Congdon Stacy’s form 4 insider trades.
Insider Ownership Summary of Loretz Congdon Stacy
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| FARM | Farmer Bros Co | 2020-03-17 | director |
| CORE | Core-Mark Holding Co Inc | 2016-06-08 | other: Executive Advisor |
| LAD | Lithia Motors Inc | 2023-04-20 | director |
Loretz Congdon Stacy Latest Holdings Summary
Loretz Congdon Stacy currently owns a total of 2 stocks. Among these stocks, Loretz Congdon Stacy owns 126,086 shares of Core-Mark Holding Co Inc (CORE) as of June 8, 2016, with a value of $6 Million and a weighting of 99.47%. Loretz Congdon Stacy also owns 9,348 shares of Farmer Bros Co (FARM) as of March 17, 2020, with a value of $30,474 and a weighting of 0.53%.
Latest Holdings of Loretz Congdon Stacy
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CORE | Core-Mark Holding Co Inc | 2016-06-08 | 126,086 | 45.65 | 5,755,826 |
| FARM | Farmer Bros Co | 2020-03-17 | 9,348 | 3.26 | 30,474 |
Holding Weightings of Loretz Congdon Stacy
Loretz Congdon Stacy Form 4 Trading Tracker
According to the SEC Form 4 filings, Loretz Congdon Stacy has made a total of 0 transactions in Core-Mark Holding Co Inc (CORE) over the past 5 years. The most-recent trade in Core-Mark Holding Co Inc is the sale of 6,800 shares on June 8, 2016, which brought Loretz Congdon Stacy around $307,054.
According to the SEC Form 4 filings, Loretz Congdon Stacy has made a total of 1 transactions in Farmer Bros Co (FARM) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Farmer Bros Co is the acquisition of 2,500 shares on March 17, 2020, which cost Loretz Congdon Stacy around $19,250.
Insider Trading History of Loretz Congdon Stacy
- 1
Loretz Congdon Stacy Trading Performance
GuruFocus tracks the stock performance after each of Loretz Congdon Stacy's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Loretz Congdon Stacy is 5.88%. GuruFocus also compares Loretz Congdon Stacy's trading performance to market benchmark return within the same time period. The performance of stocks bought by Loretz Congdon Stacy within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Loretz Congdon Stacy's insider trading performs compared to the benchmark.
Performance of Loretz Congdon Stacy
Average Return
19.69%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 4.86 | 5.88 | -33.25 | 19.69 | -4.31 | -21.87 |
| Relative Return to S&P 500(%) | -8.8 | -17.22 | -65.98 | -37.44 | -36.38 | -37.56 |
Loretz Congdon Stacy Ownership Network
Ownership Network List of Loretz Congdon Stacy
Ownership Network Relation of Loretz Congdon Stacy
Loretz Congdon Stacy Owned Company Details
What does Farmer Bros Co do?
Who are the key executives at Farmer Bros Co?
Loretz Congdon Stacy is the director of Farmer Bros Co. Other key executives at Farmer Bros Co include Interim CFO Brad Bollner , Vice President & Head of Coffee Moore John E. Iii , and Vice President & Head of DSD Thomas E. Bauer .
Farmer Bros Co (FARM) Insider Trades Summary
Over the past 18 months, Loretz Congdon Stacy made no insider transaction in Farmer Bros Co (FARM). Other recent insider transactions involving Farmer Bros Co (FARM) include a net purchase of 80,000 shares made by Bradley Louis Radoff , a net purchase of 20,000 shares made by David Pace , and a net sale of 13,250 shares made by Moragne Maurice S.j. .
In summary, during the past 3 months, insiders sold 0 shares of Farmer Bros Co (FARM) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 13,250 shares of Farmer Bros Co (FARM) were sold and 100,000 shares were bought by its insiders, resulting in a net purchase of 86,750 shares.
Farmer Bros Co (FARM)'s detailed insider trading history can be found in Insider Trading Tracker table.
Farmer Bros Co Insider Transactions
Loretz Congdon Stacy Mailing Address
Above is the net worth, insider trading, and ownership report for Loretz Congdon Stacy. You might contact Loretz Congdon Stacy via mailing address: C/o Core-mark Holding Co. Inc., 395 Oyster Point Blvd., Suite 415, South San Francisco Ca 94080.
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