Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LINDBLAD EXPEDITIONS HOLDINGS, INC.LIND · Entity 1943 | Director | August 08, 2026 | August 11, 2026 |
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.
LINDBLAD EXPEDITIONS HOLDINGS, INC.
Report date August 08, 2026 · Filed August 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted StockSEC Table I · non-derivative | Direct | 341,746 |
Reported balance
After 2026-08-08 transaction · row 1
1 source rowRow 1 · 2026-08-08 · Grant · Acquired 3,240 · Balance 341,746 F1: Restricted stock granted under Long-Term Incentive Plan. The restricted stock vests one year from the date of grant, subject to continued service. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock granted under Long-Term Incentive Plan. The restricted stock vests one year from the date of grant, subject to continued service.
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 |
|---|---|---|---|---|---|---|
| August 08, 2026 Filed Aug 11, 2026 21:43 UTC | LINDBLAD EXPEDITIONS HOLDINGS, INC. LIND · Entity 1943 | GrantRestricted Stock | 3,240 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-26-001629 · form4.xml · nonDerivative · entry 1 SCHULTZ ALEX P · CIK 0001915180 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 341,746 F1 · kind: Restricted stock granted under Long-Term Incentive Plan. The restricted stock vests one year from the date of grant, subject to continued service. Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 21:54 UTC | LINDBLAD EXPEDITIONS HOLDINGS, INC. LIND · Entity 1943 | GrantRestricted Stock | 8,899 | $12.36 | $109,991.64 |
DisclosureSEC source: 0000897069-25-001301 · form4.xml · nonDerivative · entry 1 SCHULTZ ALEX P · CIK 0001915180 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 338,506 F1 · kind: Restricted stock granted under Long-Term Incentive Plan. The restricted stock vests one year from the date of grant, subject to continued service. Read SEC document |
| May 21, 2025 Filed May 22, 2025 20:39 UTC | LINDBLAD EXPEDITIONS HOLDINGS, INC. LIND · Entity 1943 | PurchaseCommon Stock | 26,453 | $10.25 | $271,145.90 |
DisclosureSEC source: 0000897069-25-001034 · form4.xml · nonDerivative · entry 2 SCHULTZ ALEX P · CIK 0001915180 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 329,607 F1 · price: The price in Column 4 is a weighted average price. The prices actually paid ranged from $10.1550 to $10.3000. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares purchased at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| May 20, 2025 Filed May 22, 2025 20:39 UTC | LINDBLAD EXPEDITIONS HOLDINGS, INC. LIND · Entity 1943 | PurchaseCommon Stock | 1,100 | $10.29 | $11,322.96 |
DisclosureSEC source: 0000897069-25-001034 · form4.xml · nonDerivative · entry 1 SCHULTZ ALEX P · CIK 0001915180 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 303,154 Read SEC document |
| April 22, 2025 Filed Apr 22, 2025 21:51 UTC | LINDBLAD EXPEDITIONS HOLDINGS, INC. LIND · Entity 1943 | PurchaseCommon Stock | 18,731 | $8.30 | $155,456.06 |
DisclosureSEC source: 0000897069-25-000839 · form4.xml · nonDerivative · entry 2 SCHULTZ ALEX P · CIK 0001915180 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 302,054 F2 · price: The price in Column 4 is a weighted average price. The prices actually paid ranged from $8.16 to $8.40. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares purchased at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| April 21, 2025 Filed Apr 22, 2025 21:51 UTC | LINDBLAD EXPEDITIONS HOLDINGS, INC. LIND · Entity 1943 | PurchaseCommon Stock | 36,375 | $7.97 | $289,788.71 |
DisclosureSEC source: 0000897069-25-000839 · form4.xml · nonDerivative · entry 1 SCHULTZ ALEX P · CIK 0001915180 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 283,323 F1 · price: The price in Column 4 is a weighted average price. The prices actually paid ranged from $7.79 to $8.08. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares purchased at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| August 08, 2024 Filed Aug 9, 2024 21:10 UTC | LINDBLAD EXPEDITIONS HOLDINGS, INC. LIND · Entity 1943 | GrantRestricted Stock | 14,647 | $7.51 | $109,998.97 |
DisclosureSEC source: 0000897069-24-001666 · form4.xml · nonDerivative · entry 1 SCHULTZ ALEX P · CIK 0001915180 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 246,948 F1 · kind: Restricted stock granted under Long-Term Incentive Plan. The restricted stock vests one year from the date of grant, subject to continued service. Read SEC document |
| August 05, 2024 Filed Aug 5, 2024 23:24 UTC | LINDBLAD EXPEDITIONS HOLDINGS, INC. LIND · Entity 1943 | PurchaseCommon Stock | 15,278 | $7.17 | $109,543.26 |
DisclosureSEC source: 0000897069-24-001633 · form4.xml · nonDerivative · entry 2 SCHULTZ ALEX P · CIK 0001915180 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 232,301 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $7.09 to $7.33. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| August 02, 2024 Filed Aug 5, 2024 23:24 UTC | LINDBLAD EXPEDITIONS HOLDINGS, INC. LIND · Entity 1943 | PurchaseCommon Stock | 22,308 | $7.43 | $165,748.44 |
DisclosureSEC source: 0000897069-24-001633 · form4.xml · nonDerivative · entry 1 SCHULTZ ALEX P · CIK 0001915180 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 217,023 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $7.39 to $7.44. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| June 21, 2024 Filed Jun 21, 2024 21:49 UTC | LINDBLAD EXPEDITIONS HOLDINGS, INC. LIND · Entity 1943 | PurchaseCommon Stock | 18,517 | $7.69 | $142,395.73 |
DisclosureSEC source: 0000897069-24-001425 · form4.xml · nonDerivative · entry 2 SCHULTZ ALEX P · CIK 0001915180 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 194,715 F2 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $7.57 to $7.77. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| June 20, 2024 Filed Jun 21, 2024 21:49 UTC | LINDBLAD EXPEDITIONS HOLDINGS, INC. LIND · Entity 1943 | PurchaseCommon Stock | 15,953 | $7.48 | $119,328.44 |
DisclosureSEC source: 0000897069-24-001425 · form4.xml · nonDerivative · entry 1 SCHULTZ ALEX P · CIK 0001915180 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 176,198 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $7.37 to $7.53. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| May 30, 2024 Filed May 30, 2024 21:12 UTC | LINDBLAD EXPEDITIONS HOLDINGS, INC. LIND · Entity 1943 | PurchaseCommon Stock | 2,412 | $7.70 | $18,572.40 |
DisclosureSEC source: 0000897069-24-001249 · form4.xml · nonDerivative · entry 2 SCHULTZ ALEX P · CIK 0001915180 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 160,245 Read SEC document |
| May 29, 2024 Filed May 30, 2024 21:12 UTC | LINDBLAD EXPEDITIONS HOLDINGS, INC. LIND · Entity 1943 | PurchaseCommon Stock | 2,500 | $7.70 | $19,250.00 |
DisclosureSEC source: 0000897069-24-001249 · form4.xml · nonDerivative · entry 1 SCHULTZ ALEX P · CIK 0001915180 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 157,833 Read SEC document |
| May 21, 2024 Filed May 21, 2024 23:19 UTC | LINDBLAD EXPEDITIONS HOLDINGS, INC. LIND · Entity 1943 | PurchaseCommon Stock | 3,639 | $7.61 | $27,707.35 |
DisclosureSEC source: 0000897069-24-001151 · form4.xml · nonDerivative · entry 2 SCHULTZ ALEX P · CIK 0001915180 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 155,333 F2 · price: The price reported in Column 4 is a weighted average price. The prices paid ranged from $7.590 to $7.650. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares purchased at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price. Read SEC document |
| May 20, 2024 Filed May 21, 2024 23:19 UTC | LINDBLAD EXPEDITIONS HOLDINGS, INC. LIND · Entity 1943 | PurchaseCommon Stock | 25,294 | $7.69 | $194,536.15 |
DisclosureSEC source: 0000897069-24-001151 · form4.xml · nonDerivative · entry 1 SCHULTZ ALEX P · CIK 0001915180 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 151,694 F1 · price: The price reported in Column 4 is a weighted average price. The prices paid ranged from $7.570 to $7.780. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares purchased at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price. Read SEC document |
| April 19, 2024 Filed Apr 22, 2024 20:57 UTC | LINDBLAD EXPEDITIONS HOLDINGS, INC. LIND · Entity 1943 | PurchaseCommon Stock | 33,016 | $7.47 | $246,662.54 |
DisclosureSEC source: 0000897069-24-000973 · form4.xml · nonDerivative · entry 1 SCHULTZ ALEX P · CIK 0001915180 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 126,400 F1 · price: The price reported in Column 4 is a weighted average price. The prices paid ranged from $7.340 to $7.600. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares purchased at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price. Read SEC document |
| December 13, 2023 Filed Dec 14, 2023 22:20 UTC | LINDBLAD EXPEDITIONS HOLDINGS, INC. LIND · Entity 1943 | PurchaseCommon Stock | 11,819 | $9.36 | $110,658.93 |
DisclosureSEC source: 0000897069-23-001776 · form4.xml · nonDerivative · entry 2 SCHULTZ ALEX P · CIK 0001915180 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 93,384 F2 · price: The price reported in Column 4 is a weighted average price. The prices paid ranged from $9.115 to $9.63. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares purchased at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 22:20 UTC | LINDBLAD EXPEDITIONS HOLDINGS, INC. LIND · Entity 1943 | PurchaseCommon Stock | 27,474 | $8.43 | $231,600.33 |
DisclosureSEC source: 0000897069-23-001776 · form4.xml · nonDerivative · entry 1 SCHULTZ ALEX P · CIK 0001915180 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 81,565 F1 · price: The price reported in Column 4 is a weighted average price. The prices paid ranged from $8.315 to $8.790. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares purchased at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price. Read SEC document |
| August 08, 2023 Filed Aug 10, 2023 21:36 UTC | LINDBLAD EXPEDITIONS HOLDINGS, INC. LIND · Entity 1943 | GrantRestricted Stock | 8,276 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-23-001151 · form4.xml · nonDerivative · entry 1 SCHULTZ ALEX P · CIK 0001915180 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,091 F1 · kind: Restricted stock granted under Long-Term Incentive Plan. The restricted stock vests one year from the date of grant, subject to continued service. Read SEC document |
| August 08, 2022 Filed Aug 9, 2022 23:23 UTC | LINDBLAD EXPEDITIONS HOLDINGS, INC. LIND · Entity 1943 | GrantRestricted Stock | 9,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-015380 · doc1.xml · nonDerivative · entry 1 SCHULTZ ALEX P · CIK 0001915180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,815 F1 · kind: Restricted stock granted under Long-Term Incentive Plan. The restricted stock vests one year from the date of grant, subject to continued service. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 13:59 UTC | LINDBLAD EXPEDITIONS HOLDINGS, INC. LIND · Entity 1943 | PurchaseCommon Stock | 36,200 | $11.84 | $428,629.72 |
DisclosureSEC source: 0001567619-22-007188 · doc1.xml · nonDerivative · entry 1 SCHULTZ ALEX P · CIK 0001915180 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,200 F1 · price: The price reported in Column 4 is a weighted average price. The prices actually received ranged from $11.69 to $12.00 The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares purchased at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price. 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.