Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Limoneira COLMNR · Entity 6108 | Director | March 22, 2022 | March 24, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Limoneira CO
Report date March 22, 2022 · Filed March 24, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 72,823 |
Reported balance
After 2022-03-22 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2022-03-22 · Grant · Disposed 3,895 · Balance 72,823 F1: Reflects the granting of a stock award pursuant to the Limoneira Company 2022 Omnibus Incentive Plan, as approved by the shareholders. F2: Shares beneficially owned by the Reporting Person through the Sawyer Family 2004 Revocable Trust u/t/a/ dated July 22, 2004. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 54,685 |
Reported balance
Holding disclosure · report date 2022-03-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 54,685 F3: Shares beneficially owned by the Reporting Person through the Robert McGahie Sawyer Separate Share GST Trust U/A DTD 03/20/1989. |
| Common StockSEC Table I · non-derivative | Direct | 300 |
Reported balance
Holding disclosure · report date 2022-03-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 300 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the granting of a stock award pursuant to the Limoneira Company 2022 Omnibus Incentive Plan, as approved by the shareholders.
F2: Shares beneficially owned by the Reporting Person through the Sawyer Family 2004 Revocable Trust u/t/a/ dated July 22, 2004.
F3: Shares beneficially owned by the Reporting Person through the Robert McGahie Sawyer Separate Share GST Trust U/A DTD 03/20/1989.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 22, 2022 Filed Mar 24, 2022 16:06 UTC | Limoneira CO LMNR · Entity 6108 | GrantCommon Stock | 3,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-037489 · tm2210355-8_4seq1.xml · nonDerivative · entry 1 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 72,823 F1 · shares: Reflects the granting of a stock award pursuant to the Limoneira Company 2022 Omnibus Incentive Plan, as approved by the shareholders. F2 · ownership.nature: Shares beneficially owned by the Reporting Person through the Sawyer Family 2004 Revocable Trust u/t/a/ dated July 22, 2004. Read SEC document |
| February 17, 2022 Filed Feb 18, 2022 16:01 UTC | Limoneira CO LMNR · Entity 6108 | GiftCommon Stock | 255 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-025136 · tm227208-1_4seq1.xml · nonDerivative · entry 1 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 68,928 F1 · ownership.nature: Shares beneficially owned by the Reporting Person through the Sawyer Family 2004 Revocable Trust u/t/a/ dated July 22, 2004. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 16:00 UTC | Limoneira CO LMNR · Entity 6108 | GiftCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-145904 · tm2134395-1_4seq1.xml · nonDerivative · entry 1 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 69,183 F1 · ownership.nature: Shares beneficially owned by the Reporting Person through the Sawyer Family 2004 Revocable Trust u/t/a/ dated July 22, 2004. Read SEC document |
| January 26, 2021 Filed Jan 27, 2021 17:04 UTC | Limoneira CO LMNR · Entity 6108 | GrantCommon Stock | 3,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-008235 · tm214303-11_4seq1.xml · nonDerivative · entry 1 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 69,308 F1 · shares: Reflects the granting of a stock award pursuant to the Limoneira Company Amended and Restated 2010 Omnibus Incentive Plan, as amended, as approved by the shareholders. F2 · ownership.nature: Shares beneficially owned by the Reporting Person through the Sawyer Family 2004 Revocable Trust u/t/a/ dated July 22, 2004. Read SEC document |
| January 19, 2021 Filed Jan 20, 2021 16:00 UTC | Limoneira CO LMNR · Entity 6108 | SaleCommon Stock | 1,625 | $15.31 | $24,881.68 |
DisclosureSEC source: 0001104659-21-005815 · tm213610-1_4.xml · nonDerivative · entry 1 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 54,685 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.31 to $15.34, inclusive. Full information regarding the number of shares sold at each separate price will be provided upon request by the SEC staff, the issuer, or any security holder of the issuer. F2 · ownership.nature: Shares beneficially owned by the Reporting Person through the Robert McGahie Sawyer Separate Share GST Trust U/A DTD 03/20/1989. Read SEC document |
| January 28, 2020 Filed Jan 30, 2020 16:00 UTC | Limoneira CO LMNR · Entity 6108 | GrantCommon Stock | 2,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-008661 · tm206266d5_4.xml · nonDerivative · entry 1 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 66,145 F1 · shares: Reflects the granting of a stock award pursuant to the Limoneira Company Amended and Restated 2010 Omnibus Incentive Plan, as amended, as approved by the shareholders. F2 · ownership.nature: Shares beneficially owned by the Reporting Person through the Sawyer Family 2004 Revocable Trust u/t/a/ dated July 22, 2004. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 16:02 UTC | Limoneira CO LMNR · Entity 6108 | SaleCommon Stock | 1,200 | $19.93 | $23,910.12 |
DisclosureSEC source: 0001104659-20-005097 · tm203746d3_4.xml · nonDerivative · entry 1 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 56,310 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.91 to $19.9750, inclusive. Full information regarding the number of shares sold at each separate price will be provided upon request by the SEC staff, the issuer, or any security holder of the issuer. F2 · ownership.nature: Shares beneficially owned by the Reporting Person through the Robert McGahie Sawyer Separate Share GST Trust U/A DTD 03/20/1989. Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 16:24 UTC | Limoneira CO LMNR · Entity 6108 | SaleCommon Stock | 1,250 | $24.28 | $30,345.38 |
DisclosureSEC source: 0001144204-19-014637 · tv516522_4.xml · nonDerivative · entry 1 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 57,510 F1 · ownership.nature: Shares beneficially owned by the Reporting Person through the Robert McGahie Sawyer Separate Share GST Trust U/A DTD 03/20/1989. Read SEC document |
| January 22, 2019 Filed Apr 11, 2019 16:02 UTC | Limoneira CO LMNR · Entity 6108 | GrantCommon Stock | 1,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-019273 · tv518634_4.xml · nonDerivative · entry 1 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 63,661 F1 · shares: Reflects the granting of a stock award pursuant to the Limoneira Company Amended and Restated 2010 Omnibus Incentive Plan, as amended, as approved by the shareholders. F2 · ownership.nature: Shares beneficially owned by the Reporting Person through the Sawyer Family 2004 Revocable Trust u/t/a/ dated July 22, 2004. Read SEC document |
| January 23, 2018 Filed Feb 2, 2018 16:43 UTC | Limoneira CO LMNR · Entity 6108 | GrantCommon Stock | 1,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-005499 · tv484776_form4.xml · nonDerivative · entry 1 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 61,995 F1 · shares: Reflects the granting of a stock award pursuant to the Limoneira Company Amended and Restated 2010 Omnibus Incentive Plan, as amended, as approved by the shareholders. F2 · ownership.nature: Shares beneficially owned by the Reporting Person through the Sawyer Family 2004 Revocable Trust u/t/a/ dated July 22, 2004. Read SEC document |
| January 10, 2018 Filed Jan 17, 2018 16:05 UTC | Limoneira CO LMNR · Entity 6108 | SaleCommon Stock | 1,250 | $21.49 | $26,862.50 |
DisclosureSEC source: 0001144204-18-002437 · tv483490_4.xml · nonDerivative · entry 1 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 58,760 F1 · ownership.nature: Shares beneficially owned by the Reporting Person through the Robert McGahie Sawyer Separate Share GST Trust U/A DTD 03/20/1989. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 15:59 UTC | Limoneira CO LMNR · Entity 6108 | GiftCommon Stock | 8,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-060653 · tv480053_form4.xml · nonDerivative · entry 2 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F1 · kind: The following transactions are in respect to the winding-up of the Sawyer Family Survivor's Trust and the Sawyer Family Bypass Trust upon the death of the surviving settlor pursuant to the terms of such trusts. F3 · ownership.nature: Reflects shares indirectly held by the Reporting Person in the Sawyer Family Survivor's Trust. Mr. Sawyer became a co-trustee of the Sawyer Family Survivor's Trust in 2014. The Reporting Person disclaims beneficial ownership of shares of Issuer common stock held by the trust except to the extent of his pecuniary interest therein. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 15:59 UTC | Limoneira CO LMNR · Entity 6108 | GiftCommon Stock | 53,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-060653 · tv480053_form4.xml · nonDerivative · entry 1 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F1 · kind: The following transactions are in respect to the winding-up of the Sawyer Family Survivor's Trust and the Sawyer Family Bypass Trust upon the death of the surviving settlor pursuant to the terms of such trusts. F2 · ownership.nature: Reflects shares indirectly held by the Reporting Person in the Sawyer Family Bypass Trust. Mr. Sawyer became a co-trustee of the Sawyer Family Bypass Trust in 2014. The Reporting Person disclaims beneficial ownership of shares of Issuer common stock held by the trust except to the extent of his pecuniary interest therein. Read SEC document |
| November 06, 2017 Filed Nov 13, 2017 16:03 UTC | Limoneira CO LMNR · Entity 6108 | GiftCommon Stock | 53,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-058329 · tv479194_form4.xml · nonDerivative · entry 10 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 53,925 F3 · ownership.nature: Reflects shares indirectly held by the Reporting Person in the Sawyer Family Bypass Trust not previously reported by the Reporting Person. Mr. Sawyer became a co-trustee of the Sawyer Family Bypass Trust in 2014. The Reporting Person disclaims beneficial ownership of shares of Issuer common stock held by the trust except to the extent of his pecuniary interest therein. Read SEC document |
| November 03, 2017 Filed Nov 13, 2017 16:03 UTC | Limoneira CO LMNR · Entity 6108 | GiftCommon Stock | 6,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-058329 · tv479194_form4.xml · nonDerivative · entry 9 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 8,504 F2 · ownership.nature: Reflects shares indirectly held by the Reporting Person in the Sawyer Family Survivor's Trust not previously reported by the Reporting Person. Mr. Sawyer became a co-trustee of the Sawyer Family Survivor's Trust in 2014. The Reporting Person disclaims beneficial ownership of shares of Issuer common stock held by the trust except to the extent of his pecuniary interest therein. Read SEC document |
| November 02, 2017 Filed Nov 13, 2017 16:03 UTC | Limoneira CO LMNR · Entity 6108 | GiftCommon Stock | 2,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-058329 · tv479194_form4.xml · nonDerivative · entry 8 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 60,134 F5 · ownership.nature: Shares beneficially owned by the Reporting Person through the Sawyer Family 2004 Revocable Trust u/t/a/ dated July 22, 2004. Read SEC document |
| November 02, 2017 Filed Nov 13, 2017 16:03 UTC | Limoneira CO LMNR · Entity 6108 | GiftCommon Stock | 4,838 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-058329 · tv479194_form4.xml · nonDerivative · entry 7 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 14,589 F2 · ownership.nature: Reflects shares indirectly held by the Reporting Person in the Sawyer Family Survivor's Trust not previously reported by the Reporting Person. Mr. Sawyer became a co-trustee of the Sawyer Family Survivor's Trust in 2014. The Reporting Person disclaims beneficial ownership of shares of Issuer common stock held by the trust except to the extent of his pecuniary interest therein. Read SEC document |
| November 02, 2017 Filed Nov 13, 2017 16:03 UTC | Limoneira CO LMNR · Entity 6108 | GiftCommon Stock | 53,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-058329 · tv479194_form4.xml · nonDerivative · entry 6 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 60,010 F4 · ownership.nature: Shares beneficially owned by the Reporting Person through the Robert McGahie Sawyer Separate GST Trust. Read SEC document |
| November 02, 2017 Filed Nov 13, 2017 16:03 UTC | Limoneira CO LMNR · Entity 6108 | GiftCommon Stock | 53,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-058329 · tv479194_form4.xml · nonDerivative · entry 5 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 107,850 F3 · ownership.nature: Reflects shares indirectly held by the Reporting Person in the Sawyer Family Bypass Trust not previously reported by the Reporting Person. Mr. Sawyer became a co-trustee of the Sawyer Family Bypass Trust in 2014. The Reporting Person disclaims beneficial ownership of shares of Issuer common stock held by the trust except to the extent of his pecuniary interest therein. Read SEC document |
| November 01, 2017 Filed Nov 13, 2017 16:03 UTC | Limoneira CO LMNR · Entity 6108 | GiftCommon Stock | 6,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-058329 · tv479194_form4.xml · nonDerivative · entry 4 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 6,085 F4 · ownership.nature: Shares beneficially owned by the Reporting Person through the Robert McGahie Sawyer Separate GST Trust. Read SEC document |
| November 01, 2017 Filed Nov 13, 2017 16:03 UTC | Limoneira CO LMNR · Entity 6108 | GiftCommon Stock | 6,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-058329 · tv479194_form4.xml · nonDerivative · entry 3 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 19,427 F2 · ownership.nature: Reflects shares indirectly held by the Reporting Person in the Sawyer Family Survivor's Trust not previously reported by the Reporting Person. Mr. Sawyer became a co-trustee of the Sawyer Family Survivor's Trust in 2014. The Reporting Person disclaims beneficial ownership of shares of Issuer common stock held by the trust except to the extent of his pecuniary interest therein. Read SEC document |
| October 16, 2017 Filed Nov 13, 2017 16:03 UTC | Limoneira CO LMNR · Entity 6108 | SaleCommon Stock | 2 | $23.65 | $47.31 |
DisclosureSEC source: 0001144204-17-058329 · tv479194_form4.xml · nonDerivative · entry 2 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 161,775 F3 · ownership.nature: Reflects shares indirectly held by the Reporting Person in the Sawyer Family Bypass Trust not previously reported by the Reporting Person. Mr. Sawyer became a co-trustee of the Sawyer Family Bypass Trust in 2014. The Reporting Person disclaims beneficial ownership of shares of Issuer common stock held by the trust except to the extent of his pecuniary interest therein. Read SEC document |
| October 16, 2017 Filed Nov 13, 2017 16:03 UTC | Limoneira CO LMNR · Entity 6108 | SaleCommon Stock | 1 | $23.63 | $23.63 |
DisclosureSEC source: 0001144204-17-058329 · tv479194_form4.xml · nonDerivative · entry 1 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 25,512 F1 · kind: The following transactions are in respect to the winding-up of the Sawyer Family Survivor's Trust and the Sawyer Family Bypass Trust upon the death of the surviving settlor pursuant to the terms of such trusts. F2 · ownership.nature: Reflects shares indirectly held by the Reporting Person in the Sawyer Family Survivor's Trust not previously reported by the Reporting Person. Mr. Sawyer became a co-trustee of the Sawyer Family Survivor's Trust in 2014. The Reporting Person disclaims beneficial ownership of shares of Issuer common stock held by the trust except to the extent of his pecuniary interest therein. Read SEC document |
| January 24, 2017 Filed Jan 27, 2017 18:22 UTC | Limoneira CO LMNR · Entity 6108 | GrantCommon Stock | 2,776 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-004416 · v457802_4.xml · nonDerivative · entry 1 Sawyer Robert M · CIK 0001488872 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 57,715 F1 · shares: Reflects the granting of a stock award pursuant to the Limoneira Company Amended and Restated 2010 Omnibus Incentive Plan as approved by the shareholders. F2 · ownership.nature: Shares beneficially owned by the Reporting Person through the Sawyer Family 2004 Revocable Trust u/t/a/ dated July 22, 2004. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.