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See how Context works →On the price, the facts of the public record■Insider buy□Insider sell◇Significant stake declared (13D)●Results filed
With an account, also○dividends▲splits◌next earningswith an account
End-of-day prices provided by Twelve Data · One close per session; the series does not update during the trading day.
Latest on record
The most recent facts, as filed.
Up to three of the most recent, checkable facts already loaded on this page, each linked to its source.
- Oct 16, 2026Notice of sale · Form 144Sven-Olof Lindblad · Founder, Co-Chairman, 10% Shareholder · $53.2MOpen the filing ↗
- Sep 15, 2026Material event · 8-KFiled by the company itself.Open the filing ↗
- Aug 3, 2026Quarterly report · 10-QFiled by the company itself.Open the filing ↗
In numbers
What this profile holds, counted.
Closes · 1 year251
SEC filings on record1,01216 flagged findings
Reported transactions (Form 4)80since Jun 5, 2023 · and 1 other holding
Corporate events (8-K)30since May 31, 2022
What the record says
Description, identity and filings, each with its source.
Every block cites its source. The colour of a finding marks its category — which document, who filed it — not how much it matters.
What the company does
Lindblad Expeditions Holdings Inc. is an American expedition travel company headquartered in New York City. Founded in 1979 as Special Expeditions by Sven-Olof Lindblad, the company operates a fleet of 12 small ships, carrying between 28 and 150 guests, and offers expedition cruises to destinations on all seven continents in partnership with National Geographic.
Source: Wikipedia (CC BY-SA 4.0) · copied on Sep 3, 2026 · may not reflect recent changes.
Regulatory history
Topics detected in its SEC reports, with the original excerpt.
Each topic is assigned by a classifier over the full filing; the excerpts show where it was detected and are not always enough to verify it. Open the filing to read it in full.
- 2026-08-03capital return (buybacks/dividends)freshOpen filing ↗“…Investing Activities Purchases of property and equipment ( 14,885 ) ( 29,159 ) Acquisitions (net of cash acquired) - ( 15,582 )…”
+1 more passage from the same document
- “…charged to interest expense. 7.00 % Notes The Company has $ 675.0 million aggregate principal amount of 7.00 % Notes (the “7.00%…”
- 2026-05-05capital return (buybacks/dividends)recentOpen filing ↗“…From Investing Activities Purchases of property and equipment ( 6,886 ) ( 13,415 ) Acquisitions (net of cash acquired) - ( 15,582 )…”
+1 more passage from the same document
- “…costs were charged to interest expense. 7.00 % Notes The Company has $ 675.0 million aggregate principal 7.00 % Notes (the “7.00%…”
- 2024-03-21capital return (buybacks/dividends)staleOpen filing ↗“…the Company issued $ 275.0 million aggregate principal amount of 9.00 % senior secured notes due 2028 (the “9.00% Notes”) in a…”
+3 more passages from the same document
- “…at least 150% of the conversion price for 20 out of 30 consecutive trading days. The number of shares of common stock received in…”
- “…during 2023. For the years ended December 31, 2023, 2022 and 2021, the Company recorded $ 4.4 million, $ 4.6 million and $ 5.3…”
- “…respectively, in accrued dividends for Preferred Stock. As of December 31, 2023, the Preferred Stock could be converted at the…”
Original excerpts from SEC filings, untranslated. Not advice and not a prediction.
The 25 most recent filings (of 1,012)
Every SEC filing, newest first, with what it is. Below, each type with its own explanation.
- Oct 16, 26Form 144 ↗Notice of proposed sale new
- Oct 2, 26Form 4 ↗Insider transaction
- Sep 15, 268-K ↗Current report · Entered a material agreement
- Aug 14, 26SCHEDULE 13G/A ↗Passive stake · Ariel Investments, LLC · 4.2% · event on Jun 30, 26 · amendment
Insider transaction · 12 Form 4 filingsshow all 12hide
- Aug 12, 26Form 4 ↗Insider transaction
- Aug 11, 26Form 4 ↗Insider transaction
- Aug 11, 26Form 4 ↗Insider transaction
- Aug 11, 26Form 4 ↗Insider transaction
- Aug 11, 26Form 4 ↗Insider transaction
- Aug 11, 26Form 4 ↗Insider transaction
- Aug 11, 26Form 4 ↗Insider transaction
- Aug 11, 26Form 4 ↗Insider transaction
- Aug 11, 26Form 4 ↗Insider transaction
- Aug 11, 26Form 4 ↗Insider transaction
- Aug 11, 26Form 4 ↗Insider transaction
- Aug 11, 26Form 4 ↗Insider transaction
- Aug 3, 2610-Q ↗Quarterly report
- Aug 3, 268-K ↗Current report · Results
- Jul 29, 26SCHEDULE 13G ↗Passive stake · BlackRock, Inc. · 5.8% · event on Jun 30, 26
- Jul 8, 26SCHEDULE 13G/A ↗Passive stake · FMR LLC · 10.1% · event on Jun 30, 26 · amendment
- Jun 25, 26Form 144 ↗Notice of proposed sale
1,012 filings on record, the oldest from May 9, 13.
Listing the 25 most recent filings of the 1,012 on record.
15842
- Sep 15, 26Entered a material agreement+2 more in the same filing8-K 1.01 ↗
- Mar 25, 26A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Mar 3, 26Entered a material agreement+1 more in the same filing8-K 1.01 ↗
- Sep 5, 25A senior executive left or was appointed8-K 5.02 ↗
- Aug 21, 25Entered a material agreement+3 more in the same filing8-K 1.01 ↗
- Jul 11, 25Entered a material agreement+2 more in the same filing8-K 1.01 ↗
5 senior executive changes2024 – 2025show all 5hide
- Jun 5, 25A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Dec 10, 24A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Jul 18, 24A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- May 14, 24A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Apr 22, 24A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Apr 12, 24Entered a material agreement+1 more in the same filing8-K 1.01 ↗
- Mar 19, 24A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Nov 15, 23Entered a material agreement+2 more in the same filing8-K 1.01 ↗
3 senior executive changes2023show all 3hide
- Jul 24, 23A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Jun 1, 23A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- May 31, 23A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
3 material agreements entered2022 – 2023show all 3hide
- May 2, 23Entered a material agreement+3 more in the same filing8-K 1.01 ↗
- Dec 27, 22Entered a material agreement+2 more in the same filing8-K 1.01 ↗
- Sep 16, 22Entered a material agreement+1 more in the same filing8-K 1.01 ↗
3 older filings not shown · The record reaches back to May 15, 13.
Stress disclosures older than the timeline above. They are individual events from the record, not a complete timeline: there may be more between them.
- Jan 8, 15Listing notice (8-K 3.01)+1 more in the same filing8-K 3.01 ↗
The full record holds 1 stress filing.
Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.
Schedule 13D: stake and stated purpose
Filed by holders above 5% of a share class who cannot use the short form. It includes the investor's stated purpose: read it before assuming they seek influence.
- Lindblad Sven-Olof16.7%Feb 4, 26SCHEDULE 13D/A ↗
Schedule 13G: short-form filing
The short form, for holders who meet specific requirements: institutional investors, passive investors without a control purpose, or exempt investors. Asset managers and index funds usually file it.
- FMR LLC10.1%Jun 30, 26SCHEDULE 13G/A ↗2 co-filers on this document — the figure is the largest single stake, not their sum. · 1 earlier filing
- BlackRock, Inc.5.8%Jun 30, 26SCHEDULE 13G ↗1 earlier filing
- EIN MARK5.1%Dec 31, 25SCHEDULE 13G/A ↗2 co-filers on this document — the figure is the largest single stake, not their sum. · 1 earlier filing
- Gregg R. Lemkau5.0%Mar 31, 26SCHEDULE 13G/A ↗3 co-filers on this document — the figure is the largest single stake, not their sum.
- Ariel Investments, LLC4.2%Jun 30, 26SCHEDULE 13G/A ↗4 earlier filings
Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.
Sale intention announced
On Oct 16, Sven-Olof Lindblad filed notice of intent to sell up to $53.2M. That is about 2.29% of shares outstanding. It is filed under a scheduled plan (10b5-1), arranged in advance.
A notice is not a sale: it may not go ahead, may happen in part, or at a different price.
No sale of theirs is on record yet in Form 4; the 90-day window is still open.
View notice (Form 144) ↗+1 more recent notices
- Jun 17, 26Sell$1.1MMICHAEL ELLIOTT BISNOW↗
- Jun 4, 26Sell$880KL. Dyson Dryden↗
- May 29, 26Sell$1.2ML. Dyson Dryden↗
- May 21, 26Sell$41KJOHN M FAHEY JR↗
- May 21, 26Sell$201KTrey ByusChief Expedition Officer↗
- May 14, 26Sell$19KJOHN M FAHEY JR↗
- May 12, 26Sell$19KJOHN M FAHEY JR↗
- May 11, 26Sell$535KTrey ByusChief Expedition Officer↗
- May 11, 26Sell$70KJOHN M FAHEY JR↗
Stock compensation, tax and giftsshow the 31 other transactionshide
Stock compensation, tax withholding, option exercises and gifts. They are listed separately and are not included in the purchase and sale totals. The type describes the transaction, not the filer's intent.
- Oct 1, 26Tax$215KNatalya LeahyCEO↗
- Sep 1, 26Compensationamount n/aFrederick GoldbergChief Financial Officer↗
- Sep 1, 26Compensationamount n/aNatalya LeahyCEO↗
- Aug 8, 26Compensationamount n/aMICHAEL ELLIOTT BISNOW↗
- Aug 8, 26Compensationamount n/aL. Dyson Dryden↗
- Aug 8, 26Compensationamount n/aMARK EIN↗
- Aug 8, 26Compensationamount n/aJOHN M FAHEY JR↗
- Aug 8, 26Compensationamount n/aSven-Olof Lindblad↗
- Aug 8, 26Compensationamount n/aPamela O. Kaufman↗
- Aug 8, 26Compensationamount n/aAnnette J. Reavis↗
- Aug 8, 26Compensationamount n/aJr. Thomas S. Smith↗
- Aug 8, 26Compensationamount n/aCatherine B Reynolds↗
- Aug 8, 26Compensationamount n/aALEX P SCHULTZ↗
- Aug 8, 26Compensationamount n/aAndrew Stuart↗
- Jul 17, 26Tax$415KNatalya LeahyCEO↗
- Jun 22, 26Taxamount n/aNatalya LeahyCEO↗
- May 29, 26Other$46KJOHN M FAHEY JR↗
- Apr 28, 26Tax$36KKEITH A TAYLORChief Maritime Officer↗
- Apr 11, 26Tax$35KBENJAMIN BRESSLER*Founder & CEO of NHA↗
- Mar 31, 26Compensationamount n/aBENJAMIN BRESSLER*Founder & CEO of NHA↗
- Mar 31, 26Taxamount n/aBENJAMIN BRESSLER*Founder & CEO of NHA↗
- Mar 31, 26Compensationamount n/aNatalya LeahyCEO↗
- Mar 31, 26Taxamount n/aNatalya LeahyCEO↗
- Mar 31, 26Compensationamount n/aTrey ByusChief Expedition Officer↗
- Mar 31, 26Taxamount n/aTrey ByusChief Expedition Officer↗
- Mar 31, 26Compensationamount n/aFrederick GoldbergChief Financial Officer↗
- Mar 31, 26Taxamount n/aFrederick GoldbergChief Financial Officer↗
- Mar 31, 26Compensationamount n/aTrey ByusChief Expedition Officer↗
- Mar 31, 26Tax$90KTrey ByusChief Expedition Officer↗
- Mar 31, 26Compensationamount n/aKEITH A TAYLORChief Maritime Officer↗
- Mar 29, 26Taxamount n/aTrey ByusChief Expedition Officer↗
The full record holds 251 transactions and goes back to Dec 21, 22.
Its sector and its market
Lindblad Expeditions Holdings Inc. among Consumer Discretionary companies
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Coverage
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- End-of-day closes provided by Twelve Data. One close per session; not real time. Closes adjusted for splits.
- Series quality
- 251 clean closes in the period.
- SEC records
- 1,012 documents on file, from May 9, 2013 to Oct 16, 2026.
- Company description
- Wikipedia, read on Sep 3, 2026.
- This page
- Generated on Oct 17, 2026; refreshed through the day.
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Which SEC documents appear here?
Those filed with the SEC by the company, its insiders and its major shareholders, within our coverage: periodic reports (10-K, 10-Q, 20-F), material events (8-K), proposed sale notices (Form 144), insider transactions (Form 4) and stakes above 5% (13D/13G). Each links to the original on EDGAR.
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It depends on the company: some European issuers file a 20-F or 6-K with the SEC and others don't. The profile shows whatever is on record; when there is nothing, it says so rather than guessing why. Europe does not yet have a common filing archive like EDGAR in the United States. The EU will open its own, ESAP, in July 2027 (managers' transactions arrive in January 2028), and we plan to add it once it is available.
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