Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Local Bounti Corporation/DELOCL · Entity 7559 | Director | June 10, 2026 | June 12, 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.
Local Bounti Corporation/DE
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 606,699 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 62,949 · Balance 606,699 F1: The RSUs will vest on the earlier of (1) the day before the Issuer's next annual stockholders' meeting or (2) June 10, 2027, subject to the director's continued service. |
Filing footnotes · ownership attribution and instrument terms
F1: The RSUs will vest on the earlier of (1) the day before the Issuer's next annual stockholders' meeting or (2) June 10, 2027, subject to the director's 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 |
|---|---|---|---|---|---|---|
| June 10, 2026 Filed Jun 12, 2026 16:19 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | GrantCommon Stock | 62,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001125972-26-000002 · ownership.xml · nonDerivative · entry 1 SCHWAB CHARLES R JR. · CIK 0001125972 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 606,699 F1 · shares: The RSUs will vest on the earlier of (1) the day before the Issuer's next annual stockholders' meeting or (2) June 10, 2027, subject to the director's continued service. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 21:22 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | ConversionSeries A Convertible Preferred Stock · Derivative | 429,137 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-086501 · ownership.xml · derivative · entry 3 SCHWAB CHARLES R JR. · CIK 0001125972 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 429,137 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Pursuant to the terms of the Securities Purchase Agreement dated as of March 31, 2025, by and among the Issuer, the Reporting Party and the other parties thereto, the Issuer submitted to its stockholders the approval of the issuance of Common Stock issuable upon conversion of the Preferred Stock into shares of Common Stock at its 2025 annual meeting of stockholders (the "Conversion Proposal"). The Conversion Proposal was approved at the 2025 annual meeting of stockholders and following such approval of the Conversion Proposal, each share of Preferred Stock automatically converted into one share of Common Stock. F2 · derivative.exercise_date: Pursuant to the terms of the Securities Purchase Agreement dated as of March 31, 2025, by and among the Issuer, the Reporting Party and the other parties thereto, the Issuer submitted to its stockholders the approval of the issuance of Common Stock issuable upon conversion of the Preferred Stock into shares of Common Stock at its 2025 annual meeting of stockholders (the "Conversion Proposal"). The Conversion Proposal was approved at the 2025 annual meeting of stockholders and following such approval of the Conversion Proposal, each share of Preferred Stock automatically converted into one share of Common Stock. F2 · derivative.expiration_date: Pursuant to the terms of the Securities Purchase Agreement dated as of March 31, 2025, by and among the Issuer, the Reporting Party and the other parties thereto, the Issuer submitted to its stockholders the approval of the issuance of Common Stock issuable upon conversion of the Preferred Stock into shares of Common Stock at its 2025 annual meeting of stockholders (the "Conversion Proposal"). The Conversion Proposal was approved at the 2025 annual meeting of stockholders and following such approval of the Conversion Proposal, each share of Preferred Stock automatically converted into one share of Common Stock. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 21:22 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | ConversionCommon Stock | 429,137 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-086501 · ownership.xml · nonDerivative · entry 2 SCHWAB CHARLES R JR. · CIK 0001125972 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 543,750 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 21:22 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | GrantCommon Stock | 43,750 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-086501 · ownership.xml · nonDerivative · entry 1 SCHWAB CHARLES R JR. · CIK 0001125972 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,613 F1 · shares: The RSUs will vest on the earlier of (1) the day before the Issuer's next annual stockholders' meeting or (2) June 11, 2026, subject to the director's continued service. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 17:09 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | PurchaseSeries A Convertible Preferred Stock · Derivative | 429,137 | $2.00 | $858,274.00 |
DisclosureSEC source: 0000950170-25-049552 · ownership.xml · derivative · entry 2 SCHWAB CHARLES R JR. · CIK 0001125972 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 429,137 Underlying: Common Stock · 429,137 shares Expires not disclosed F1 · derivative.exercise_price: On March 31, 2025, the Reporting Person, certain other purchasers and Local Bounti Corporation (the "Issuer") entered into an agreement (the "Securities Purchase Agreement") under which the Reporting Person purchased from the Issuer 429,137 shares of Series A Non-Voting Convertible Preferred Stock ("Preferred Stock") at a price of $2 per share. (Con't in Footnote 2) F2 · derivative.exercise_price: Pursuant to the terms of the Securities Purchase Agreement, the Issuer will submit to its stockholders the approval of the issuance of Common Stock issuable upon conversion of the Preferred Stock into shares of Common Stock at its 2025 annual meeting of stockholders (the "Conversion Proposal"). Prior to such approval of the Conversion Proposal, the number of shares of Common Stock issuable upon conversion of the Preferred Stock, when aggregated with the number of shares of Common Stock issued at the closing of the Securities Purchase Agreement, will not exceed 19.99% of the Issuer's issued and outstanding Common Stock. Following such approval of the Conversion Proposal, each share of Preferred Stock will automatically convert into one share of Common Stock. The Preferred Stock is redeemable at the option of the holder at the purchase price if not automatically converted within one year from the date of issuance. The Preferred Stock has no expiration date. F1 · derivative.exercise_date: On March 31, 2025, the Reporting Person, certain other purchasers and Local Bounti Corporation (the "Issuer") entered into an agreement (the "Securities Purchase Agreement") under which the Reporting Person purchased from the Issuer 429,137 shares of Series A Non-Voting Convertible Preferred Stock ("Preferred Stock") at a price of $2 per share. (Con't in Footnote 2) F2 · derivative.exercise_date: Pursuant to the terms of the Securities Purchase Agreement, the Issuer will submit to its stockholders the approval of the issuance of Common Stock issuable upon conversion of the Preferred Stock into shares of Common Stock at its 2025 annual meeting of stockholders (the "Conversion Proposal"). Prior to such approval of the Conversion Proposal, the number of shares of Common Stock issuable upon conversion of the Preferred Stock, when aggregated with the number of shares of Common Stock issued at the closing of the Securities Purchase Agreement, will not exceed 19.99% of the Issuer's issued and outstanding Common Stock. Following such approval of the Conversion Proposal, each share of Preferred Stock will automatically convert into one share of Common Stock. The Preferred Stock is redeemable at the option of the holder at the purchase price if not automatically converted within one year from the date of issuance. The Preferred Stock has no expiration date. F1 · derivative.expiration_date: On March 31, 2025, the Reporting Person, certain other purchasers and Local Bounti Corporation (the "Issuer") entered into an agreement (the "Securities Purchase Agreement") under which the Reporting Person purchased from the Issuer 429,137 shares of Series A Non-Voting Convertible Preferred Stock ("Preferred Stock") at a price of $2 per share. (Con't in Footnote 2) F2 · derivative.expiration_date: Pursuant to the terms of the Securities Purchase Agreement, the Issuer will submit to its stockholders the approval of the issuance of Common Stock issuable upon conversion of the Preferred Stock into shares of Common Stock at its 2025 annual meeting of stockholders (the "Conversion Proposal"). Prior to such approval of the Conversion Proposal, the number of shares of Common Stock issuable upon conversion of the Preferred Stock, when aggregated with the number of shares of Common Stock issued at the closing of the Securities Purchase Agreement, will not exceed 19.99% of the Issuer's issued and outstanding Common Stock. Following such approval of the Conversion Proposal, each share of Preferred Stock will automatically convert into one share of Common Stock. The Preferred Stock is redeemable at the option of the holder at the purchase price if not automatically converted within one year from the date of issuance. The Preferred Stock has no expiration date. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 17:09 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | PurchaseCommon Stock | 70,863 | $2.00 | $141,726.00 |
DisclosureSEC source: 0000950170-25-049552 · ownership.xml · nonDerivative · entry 1 SCHWAB CHARLES R JR. · CIK 0001125972 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,863 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.