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Insider Information:   Loretz Congdon Stacy
Relationship:   Director
City:   South San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   159,075    

Indirect Shares

   0      
Direct Value   $3,534,867    

Indirect Value

   $0      
Total Shares   159,075      
Total Value   $3,534,867      


Core-Mark Holding Company, Inc. $2,877,913 Farmer Brothers Co $274,192 Lithia Motors Inc $382,762 Core-Mark Holding Company, Inc. $2,877,913 Farmer Brothers Co $274,192 Lithia Motors Inc $382,762
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    1   
    0    

     Stock price went up :
    0   
    0    
     Stock price went down :
    1   
    0    
   
     Gain/Loss Ratio :
   -1.0   
   0.0   
     Percentage Gain/Loss :
   -44.8%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Core-Mark Holding Company, Inc. CORE 2016-06-08 63,043 2007-01-03 0    Premium*  
            Farmer Brothers Co FARM Director 2024-02-12 94,549 2018-12-07 0    Premium*  
            Lithia Motors Inc LAD Director 2024-04-23 1,483 2023-04-20 0    Premium*  
* Premium Members only  

Records found :    191         Free Registration Required For Full Results.    Limit: 25

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  Page 7 of 8
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
CORE Core-Mark Holding Company... Senior VP & CFO   •       –      –    2009-02-12 4 A $0.01 $31 D/D 3,103 8,557 0 -
CORE Core-Mark Holding Company... Senior VP & CFO   •       –      –    2010-02-01 4 OE $0.01 $33 D/D 3,250 27,538 0 -
CORE Core-Mark Holding Company... Senior VP & CFO   •       –      –    2016-03-04 4 AS $73.60 $250,240 D/D (3,400) 66,443 0 -
CORE Core-Mark Holding Company... Executive Advisor   –       –      –    2016-06-08 4 AS $90.31 $307,054 D/D (3,400) 63,043 0 -
CORE Core-Mark Holding Company... Senior VP & CFO   •       –      –    2016-01-06 4 AS $78.20 $273,700 D/D (3,500) 62,189 0 -
CORE Core-Mark Holding Company... Senior VP & CFO   •       –      –    2009-02-02 4 OE $0.00 $0 D/D 3,637 5,140 0 -
CORE Core-Mark Holding Company... Senior VP & CFO   •       –      –    2008-02-14 4 OE $0.00 $0 D/D 3,700 12,727 0 -
CORE Core-Mark Holding Company... Senior VP & CFO   •       –      –    2014-06-30 4 OE $0.01 $32,254 D/D 3,998 80,504 0 -
FARM Farmer Brothers Co Director   –       •      –    2019-12-10 4 A $0.00 $0 D/D 4,137 6,848 0 -
CORE Core-Mark Holding Company... Senior VP & CFO   •       –      –    2013-05-31 4 OE $36.96 $163,955 D/D 4,436 46,747 0 -
CORE Core-Mark Holding Company... Senior VP & CFO   •       –      –    2015-01-02 4 OE $0.01 $47 D/D 4,666 81,175 0 -
CORE Core-Mark Holding Company... Senior VP & CFO   •       –      –    2016-01-02 4 OE $0.01 $47 D/D 4,668 67,444 0 -
CORE Core-Mark Holding Company... Senior VP & CFO   •       –      –    2007-01-30 4 AS $31.25 $156,405 D/D (5,000) 0 0 -
CORE Core-Mark Holding Company... Senior VP & CFO   •       –      –    2007-01-30 4 OE $15.50 $77,500 D/D 5,000 5,000 0 -
CORE Core-Mark Holding Company... Senior VP & CFO   •       –      –    2007-04-02 4 AS $35.34 $178,474 D/D (5,000) 0 0 -
CORE Core-Mark Holding Company... Senior VP & CFO   •       –      –    2007-04-02 4 OE $15.50 $77,500 D/D 5,000 5,000 0 -
CORE Core-Mark Holding Company... Senior VP & CFO   •       –      –    2014-07-21 4 AS $45.91 $229,550 D/D (5,000) 76,729 0 -
CORE Core-Mark Holding Company... Senior VP & CFO   •       –      –    2014-07-21 4 OE $12.91 $64,525 D/D 5,000 81,729 0 -
CORE Core-Mark Holding Company... Senior VP & CFO   •       –      –    2014-11-17 4 OE $12.91 $64,525 D/D 5,000 81,619 0 -
CORE Core-Mark Holding Company... Senior VP & CFO   •       –      –    2014-11-17 4 AS $58.36 $291,800 D/D (5,000) 76,619 0 -
CORE Core-Mark Holding Company... Senior VP & CFO   •       –      –    2010-02-16 4 OE $15.50 $101,118 D/D 5,750 30,860 0 -
CORE Core-Mark Holding Company... Senior VP & CFO   •       –      –    2013-05-31 4 S $60.50 $354,079 D/D (5,847) 40,900 0 -
CORE Core-Mark Holding Company... Senior VP & CFO   •       –      –    2014-09-18 4 AS $52.81 $316,860 D/D (6,000) 76,729 0 -
CORE Core-Mark Holding Company... Senior VP & CFO   •       –      –    2014-09-18 4 OE $12.91 $77,430 D/D 6,000 82,729 0 -
FARM Farmer Brothers Co Director   –       •      –    2020-07-16 4 A $0.00 $0 D/D 6,529 15,877 0 -
  191  Records found
  1   2   3   4   5   6   7  8      
  Page 7 of 8  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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