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 | Direct | 421,377 |
Reported balance
After 2022-03-22 transaction · row 1
1 source rowRow 1 · 2022-03-22 · Grant · Acquired 7,646 · Balance 421,377 F1: Reflects the granting of a stock award pursuant to the Limoneira Company 2022 Omnibus Incentive Plan, as approved by the shareholders. |
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.
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 16:04 UTC | Limoneira CO LMNR · Entity 6108 | GrantCommon Stock | 7,646 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-037484 · tm2210355-4_4seq1.xml · nonDerivative · entry 1 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421,377 F1 · shares: Reflects the granting of a stock award pursuant to the Limoneira Company 2022 Omnibus Incentive Plan, as approved by the shareholders. Read SEC document |
| March 15, 2022 Filed Mar 15, 2022 17:10 UTC | Limoneira CO LMNR · Entity 6108 | PurchaseCommon Stock | 41,300 | $12.78 | $527,917.25 |
DisclosureSEC source: 0001104659-22-034002 · tm229381-1_4seq1.xml · nonDerivative · entry 2 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 435,031 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.47 to $12.96, 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. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 17:39 UTC Amendment | Limoneira CO LMNR · Entity 6108 | PurchaseCommon Stock | 20,000 | $12.76 | $255,196.00 |
DisclosureSEC source: 0001104659-22-035144 · tm229675-1_4aseq1.xml · nonDerivative · entry 1 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413,731 F1 · shares: On March 15, 2022, the Reporting Person filed a Form 4 ("Original Form 4") which inadvertently over-reported the amount of shares purchased and the amount of securities owned following the reported transaction. This Amendment corrects both amounts. This Amendment also corrects the price per share reported in the Original Form 4. F1 · price: On March 15, 2022, the Reporting Person filed a Form 4 ("Original Form 4") which inadvertently over-reported the amount of shares purchased and the amount of securities owned following the reported transaction. This Amendment corrects both amounts. This Amendment also corrects the price per share reported in the Original Form 4. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.47 to $12.80, 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. F1 · balance_after: On March 15, 2022, the Reporting Person filed a Form 4 ("Original Form 4") which inadvertently over-reported the amount of shares purchased and the amount of securities owned following the reported transaction. This Amendment corrects both amounts. This Amendment also corrects the price per share reported in the Original Form 4. Read SEC document |
| March 14, 2022 Filed Mar 15, 2022 17:10 UTC | Limoneira CO LMNR · Entity 6108 | PurchaseCommon Stock | 21,300 | $12.80 | $272,720.94 |
DisclosureSEC source: 0001104659-22-034002 · tm229381-1_4seq1.xml · nonDerivative · entry 1 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,731 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.645 to $12.96, 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. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 16:01 UTC | Limoneira CO LMNR · Entity 6108 | PurchaseCommon Stock | 8,791 | $15.02 | $132,040.82 |
DisclosureSEC source: 0001104659-22-005915 · tm223927-2_4seq1.xml · nonDerivative · entry 1 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 372,431 Read SEC document |
| October 06, 2021 Filed Oct 8, 2021 16:00 UTC | Limoneira CO LMNR · Entity 6108 | PurchaseCommon Stock | 10,000 | $15.65 | $156,500.00 |
DisclosureSEC source: 0001104659-21-124589 · tm2129567-1_4.xml · nonDerivative · entry 1 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,640 Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 16:01 UTC | Limoneira CO LMNR · Entity 6108 | PurchaseCommon Stock | 1,469 | $15.31 | $22,490.39 |
DisclosureSEC source: 0001104659-21-120213 · tm2128602-1_4seq1.xml · nonDerivative · entry 1 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 353,640 Read SEC document |
| September 21, 2021 Filed Sep 22, 2021 18:00 UTC | Limoneira CO LMNR · Entity 6108 | PurchaseCommon Stock | 2,530 | $15.21 | $38,481.30 |
DisclosureSEC source: 0001104659-21-118398 · tm2128228-1_4seq1.xml · nonDerivative · entry 2 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,171 Read SEC document |
| September 20, 2021 Filed Sep 22, 2021 18:00 UTC | Limoneira CO LMNR · Entity 6108 | PurchaseCommon Stock | 5,000 | $15.05 | $75,250.00 |
DisclosureSEC source: 0001104659-21-118398 · tm2128228-1_4seq1.xml · nonDerivative · entry 1 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,641 Read SEC document |
| September 16, 2021 Filed Sep 20, 2021 16:24 UTC | Limoneira CO LMNR · Entity 6108 | PurchaseCommon Stock | 2,617 | $15.18 | $39,724.49 |
DisclosureSEC source: 0001104659-21-117362 · tm2128064-1_4seq1.xml · nonDerivative · entry 1 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,641 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.17 to $15.18, 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 Read SEC document |
| September 15, 2021 Filed Sep 16, 2021 16:01 UTC | Limoneira CO LMNR · Entity 6108 | PurchaseCommon Stock | 5,000 | $15.16 | $75,800.00 |
DisclosureSEC source: 0001104659-21-116351 · tm2127800-1_4seq1.xml · nonDerivative · entry 2 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342,024 Read SEC document |
| September 14, 2021 Filed Sep 16, 2021 16:01 UTC | Limoneira CO LMNR · Entity 6108 | PurchaseCommon Stock | 10,000 | $14.94 | $149,400.00 |
DisclosureSEC source: 0001104659-21-116351 · tm2127800-1_4seq1.xml · nonDerivative · entry 1 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,024 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.88 to $15.00, 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 Read SEC document |
| September 13, 2021 Filed Sep 14, 2021 16:01 UTC | Limoneira CO LMNR · Entity 6108 | PurchaseCommon Stock | 5,708 | $15.35 | $87,615.52 |
DisclosureSEC source: 0001104659-21-115478 · tm2127550d1_4seq1.xml · nonDerivative · entry 2 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,024 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.34 to $15.35, 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 Read SEC document |
| September 10, 2021 Filed Sep 14, 2021 16:01 UTC | Limoneira CO LMNR · Entity 6108 | PurchaseCommon Stock | 3,222 | $15.60 | $50,263.20 |
DisclosureSEC source: 0001104659-21-115478 · tm2127550d1_4seq1.xml · nonDerivative · entry 1 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,316 Read SEC document |
| July 13, 2021 Filed Jul 14, 2021 18:59 UTC | Limoneira CO LMNR · Entity 6108 | PurchaseCommon Stock | 966 | $17.38 | $16,788.89 |
DisclosureSEC source: 0001104659-21-092197 · tm2122209d1_4.xml · nonDerivative · entry 1 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,094 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.36 to $17.38, 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. Read SEC document |
| March 23, 2021 Filed Mar 23, 2021 16:01 UTC | Limoneira CO LMNR · Entity 6108 | PurchaseCommon Stock | 10,000 | $16.82 | $168,200.00 |
DisclosureSEC source: 0001104659-21-040289 · tm2110609-1_4seq1.xml · nonDerivative · entry 3 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,128 Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 16:01 UTC | Limoneira CO LMNR · Entity 6108 | PurchaseCommon Stock | 10,000 | $16.25 | $162,500.00 |
DisclosureSEC source: 0001104659-21-041494 · tm2110837d1_4seq1.xml · nonDerivative · entry 1 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,128 Read SEC document |
| March 22, 2021 Filed Mar 23, 2021 16:01 UTC | Limoneira CO LMNR · Entity 6108 | PurchaseCommon Stock | 10,000 | $17.06 | $170,600.00 |
DisclosureSEC source: 0001104659-21-040289 · tm2110609-1_4seq1.xml · nonDerivative · entry 2 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,128 Read SEC document |
| March 19, 2021 Filed Mar 23, 2021 16:01 UTC | Limoneira CO LMNR · Entity 6108 | PurchaseCommon Stock | 12,560 | $17.28 | $217,093.32 |
DisclosureSEC source: 0001104659-21-040289 · tm2110609-1_4seq1.xml · nonDerivative · entry 1 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,128 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $17.16 to $17.32, 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 Read SEC document |
| March 17, 2021 Filed Mar 18, 2021 16:00 UTC | Limoneira CO LMNR · Entity 6108 | PurchaseCommon Stock | 10,790 | $17.35 | $187,206.50 |
DisclosureSEC source: 0001104659-21-038331 · tm2110203-1_4seq1.xml · nonDerivative · entry 2 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274,568 Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 16:00 UTC | Limoneira CO LMNR · Entity 6108 | PurchaseCommon Stock | 210 | $17.60 | $3,696.69 |
DisclosureSEC source: 0001104659-21-038331 · tm2110203-1_4seq1.xml · nonDerivative · entry 1 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,778 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $17.55 to $17.65, 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 Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 16:03 UTC | Limoneira CO LMNR · Entity 6108 | PurchaseCommon Stock | 7,500 | $18.38 | $137,841.00 |
DisclosureSEC source: 0001104659-21-037678 · tm219972-3_4seq1.xml · nonDerivative · entry 1 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,568 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $18.335 to $18.38, 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 Read SEC document |
| January 26, 2021 Filed Jan 27, 2021 17:02 UTC | Limoneira CO LMNR · Entity 6108 | GrantCommon Stock | 5,864 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-008228 · tm214303-5_4seq1.xml · nonDerivative · entry 1 Loza Jose De Jesus · CIK 0001831295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,068 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. 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.