Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Limoneira COLMNR · Entity 6108 | Director | March 25, 2026 | March 26, 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.
Limoneira CO
Report date March 25, 2026 · Filed March 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 32,590 |
Reported balance
After 2026-03-25 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-03-25 · Grant · Acquired 6,315 · Balance 32,590 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 Terry Family Trust of 2008. |
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 Terry Family Trust of 2008.
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 25, 2026 Filed Mar 26, 2026 20:07 UTC | Limoneira CO LMNR · Entity 6108 | GrantCommon Stock | 6,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-035189 · tm269919-4_4seq1.xml · nonDerivative · entry 1 TERRY EDGAR A. · CIK 0001723123 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 32,590 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 Terry Family Trust of 2008. Read SEC document |
| April 09, 2025 Filed Apr 11, 2025 20:05 UTC | Limoneira CO LMNR · Entity 6108 | GrantCommon Stock | 5,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-034193 · tm2512095-1_4seq1.xml · nonDerivative · entry 1 TERRY EDGAR A. · CIK 0001723123 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 26,275 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 Terry Family Trust of 2008. Read SEC document |
| March 26, 2024 Filed Mar 27, 2024 21:27 UTC | Limoneira CO LMNR · Entity 6108 | GrantCommon Stock | 4,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-039773 · tm249995-3_4seq1.xml · nonDerivative · entry 1 TERRY EDGAR A. · CIK 0001723123 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 21,185 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 Terry Family Trust of 2008. Read SEC document |
| March 22, 2023 Filed Mar 22, 2023 20:04 UTC | Limoneira CO LMNR · Entity 6108 | GrantCommon Stock | 3,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-035586 · tm2310276-3_4seq1.xml · nonDerivative · entry 1 TERRY EDGAR A. · CIK 0001723123 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 16,772 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 Terry Family Trust of 2008. Read SEC document |
| March 22, 2022 Filed Mar 24, 2022 20:06 UTC | Limoneira CO LMNR · Entity 6108 | GrantCommon Stock | 4,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-037493 · tm2210355-10_4seq1.xml · nonDerivative · entry 1 TERRY EDGAR A. · CIK 0001723123 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 12,926 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 Terry Family Trust of 2008. Read SEC document |
| January 26, 2021 Filed Jan 27, 2021 22:03 UTC | Limoneira CO LMNR · Entity 6108 | GrantCommon Stock | 2,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-008231 · tm214303-9_4seq1.xml · nonDerivative · entry 1 TERRY EDGAR A. · CIK 0001723123 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 8,470 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 Terry Family Trust of 2008. Read SEC document |
| March 13, 2020 Filed Mar 16, 2020 20:22 UTC | Limoneira CO LMNR · Entity 6108 | GrantCommon Stock | 620 | $12.27 | $7,606.41 |
DisclosureSEC source: 0001104659-20-034089 · tm2012824d4_4.xml · nonDerivative · entry 1 TERRY EDGAR A. · CIK 0001723123 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 5,902 F1 · ownership.nature: Shares beneficially owned by the Reporting Person through the Terry Family Trust of 2008. Read SEC document |
| January 28, 2020 Filed Jan 30, 2020 21:00 UTC | Limoneira CO LMNR · Entity 6108 | GrantCommon Stock | 2,031 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-008663 · tm206266d7_4.xml · nonDerivative · entry 1 TERRY EDGAR A. · CIK 0001723123 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 5,282 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 Terry Family Trust of 2008. Read SEC document |
| January 22, 2019 Filed Apr 11, 2019 20:02 UTC | Limoneira CO LMNR · Entity 6108 | GrantCommon Stock | 1,809 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-019275 · tv518640_4.xml · nonDerivative · entry 1 TERRY EDGAR A. · CIK 0001723123 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 3,251 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 Terry Family Trust of 2008. Read SEC document |
| January 23, 2018 Filed Feb 15, 2018 21:02 UTC | Limoneira CO LMNR · Entity 6108 | GrantCommon Stock | 1,442 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-009304 · tv484778_form4.xml · nonDerivative · entry 1 TERRY EDGAR A. · CIK 0001723123 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,442 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 Terry Family Trust of 2008. 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.