Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Limoneira COLMNR · Entity 6108 | Director | October 10, 2017 | October 12, 2017 |
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 October 10, 2017 · Filed October 12, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 112,178 |
Reported balance
After 2017-10-10 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-10-10 · Gift · Disposed 300 · Balance 112,178 |
| Common StockSEC Table I · non-derivative | Direct | 9,686 |
Reported balance
Holding disclosure · report date 2017-10-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,686 |
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 |
|---|---|---|---|---|---|---|
| October 10, 2017 Filed Oct 12, 2017 16:05 UTC | Limoneira CO LMNR · Entity 6108 | GiftCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-052254 · tv476878_4.xml · nonDerivative · entry 1 Michaelis Ronald L · CIK 0001488865 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 112,178 Read SEC document |
| October 02, 2017 Filed Oct 2, 2017 16:26 UTC | Limoneira CO LMNR · Entity 6108 | SaleCommon Stock | 1,500 | $23.58 | $35,371.50 |
DisclosureSEC source: 0001144204-17-050932 · v476296_4.xml · nonDerivative · entry 1 Michaelis Ronald L · CIK 0001488865 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 112,478 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Michaelis Family Living Trust U/A 11/27/89 on October 13, 2016. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.52 to $23.64, 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 01, 2017 Filed Sep 5, 2017 16:08 UTC | Limoneira CO LMNR · Entity 6108 | SaleCommon Stock | 1,500 | $22.19 | $33,285.00 |
DisclosureSEC source: 0001144204-17-046582 · v474663_4.xml · nonDerivative · entry 1 Michaelis Ronald L · CIK 0001488865 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 113,978 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Michaelis Family Living Trust U/A 11/27/89 on October 13, 2016. Read SEC document |
| August 01, 2017 Filed Aug 1, 2017 16:00 UTC | Limoneira CO LMNR · Entity 6108 | SaleCommon Stock | 1,500 | $22.70 | $34,050.00 |
DisclosureSEC source: 0001144204-17-039568 · v472095_4.xml · nonDerivative · entry 1 Michaelis Ronald L · CIK 0001488865 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 115,478 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Michaelis Family Living Trust U/A 11/27/89 on October 13, 2016. Read SEC document |
| July 03, 2017 Filed Jul 3, 2017 18:01 UTC | Limoneira CO LMNR · Entity 6108 | SaleCommon Stock | 1,500 | $23.44 | $35,160.00 |
DisclosureSEC source: 0001144204-17-035500 · v470252_4.xml · nonDerivative · entry 1 Michaelis Ronald L · CIK 0001488865 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 116,978 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Michaelis Family Living Trust U/A 11/27/89 on October 13, 2016. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.30 to $23.51, 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 |
| June 23, 2017 Filed Jun 29, 2017 16:01 UTC | Limoneira CO LMNR · Entity 6108 | GiftCommon Stock | 850 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-034873 · v470061_form4.xml · nonDerivative · entry 1 Michaelis Ronald L · CIK 0001488865 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 118,478 Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 16:05 UTC | Limoneira CO LMNR · Entity 6108 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-032720 · v469073_4.xml · nonDerivative · entry 1 Michaelis Ronald L · CIK 0001488865 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 119,328 Read SEC document |
| June 08, 2017 Filed Jun 8, 2017 16:15 UTC | Limoneira CO LMNR · Entity 6108 | SaleCommon Stock | 1,400 | $20.00 | $28,000.00 |
DisclosureSEC source: 0001144204-17-031736 · v468715_4.xml · nonDerivative · entry 2 Michaelis Ronald L · CIK 0001488865 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 120,828 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Michaelis Family Living Trust U/A 11/27/89 on October 13, 2016. Read SEC document |
| June 07, 2017 Filed Jun 8, 2017 16:15 UTC | Limoneira CO LMNR · Entity 6108 | SaleCommon Stock | 100 | $20.00 | $2,000.00 |
DisclosureSEC source: 0001144204-17-031736 · v468715_4.xml · nonDerivative · entry 1 Michaelis Ronald L · CIK 0001488865 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 122,228 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Michaelis Family Living Trust U/A 11/27/89 on October 13, 2016. Read SEC document |
| May 02, 2017 Filed May 3, 2017 16:07 UTC | Limoneira CO LMNR · Entity 6108 | SaleCommon Stock | 1,500 | $20.26 | $30,383.10 |
DisclosureSEC source: 0001144204-17-024202 · v466043_4.xml · nonDerivative · entry 1 Michaelis Ronald L · CIK 0001488865 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 122,328 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Michaelis Family Living Trust U/A 11/27/89 on October 13, 2016. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.23 to $20.33, 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 |
| April 03, 2017 Filed Apr 3, 2017 16:57 UTC | Limoneira CO LMNR · Entity 6108 | SaleCommon Stock | 1,500 | $20.37 | $30,555.00 |
DisclosureSEC source: 0001144204-17-018552 · v463388_form4.xml · nonDerivative · entry 1 Michaelis Ronald L · CIK 0001488865 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 123,828 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Michaelis Family Living Trust U/A 11/27/89 on October 13, 2016. Read SEC document |
| March 16, 2017 Filed Mar 17, 2017 16:00 UTC | Limoneira CO LMNR · Entity 6108 | SaleCommon Stock | 1,899 | $20.00 | $37,980.00 |
DisclosureSEC source: 0001144204-17-015364 · v462110_4.xml · nonDerivative · entry 2 Michaelis Ronald L · CIK 0001488865 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 125,328 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Michaelis Family Living Trust U/A 11/27/89 on October 13, 2016. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 16:00 UTC | Limoneira CO LMNR · Entity 6108 | SaleCommon Stock | 1,101 | $20.00 | $22,020.00 |
DisclosureSEC source: 0001144204-17-015364 · v462110_4.xml · nonDerivative · entry 1 Michaelis Ronald L · CIK 0001488865 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 127,227 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Michaelis Family Living Trust U/A 11/27/89 on October 13, 2016. Read SEC document |
| January 24, 2017 Filed Jan 27, 2017 18:20 UTC | Limoneira CO LMNR · Entity 6108 | GrantCommon Stock | 2,093 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-004414 · v457800_4.xml · nonDerivative · entry 1 Michaelis Ronald L · CIK 0001488865 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,686 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. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 16:34 UTC | Limoneira CO LMNR · Entity 6108 | SaleCommon Stock | 1,500 | $21.17 | $31,755.00 |
DisclosureSEC source: 0001144204-17-000610 · v456252_4.xml · nonDerivative · entry 1 Michaelis Ronald L · CIK 0001488865 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 128,328 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Michaelis Family Living Trust U/A 11/27/89 on October 13, 2016. Read SEC document |
| December 27, 2016 Filed Dec 28, 2016 16:01 UTC | Limoneira CO LMNR · Entity 6108 | SaleCommon Stock | 3,000 | $20.00 | $60,000.00 |
DisclosureSEC source: 0001144204-16-141553 · v455812_4.xml · nonDerivative · entry 1 Michaelis Ronald L · CIK 0001488865 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 129,828 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Michaelis Family Living Trust U/A 11/27/89 on October 13, 2016. Read SEC document |
| September 19, 2016 Filed Oct 11, 2016 16:01 UTC | Limoneira CO LMNR · Entity 6108 | GiftCommon Stock | 1,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-16-127624 · v450374_4.xml · nonDerivative · entry 2 Michaelis Ronald L · CIK 0001488865 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 132,828 Read SEC document |
| September 14, 2016 Filed Oct 11, 2016 16:01 UTC | Limoneira CO LMNR · Entity 6108 | GiftCommon Stock | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-16-127624 · v450374_4.xml · nonDerivative · entry 1 Michaelis Ronald L · CIK 0001488865 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 134,068 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.