Lindblad founder's trust proposes $53.2M share sale

The trust states the shares will be sold on October 16, 2026, or within three months from that date.

Rhea-AI Filing Summary

Lindblad Expeditions Holdings, Inc. (LIND) common stock is the subject of a proposed sale of 1,500,000 shares by the Sven-Olof Lindblad Revocable Trust Agreement, with Sven-Olof Lindblad as trustee. Lindblad is identified as Founder, Co-Chairman, and 10% Shareholder. The stated aggregate market value of the shares is $53,205,000, and J.P. Morgan Securities LLC is named in the broker information. The trust states the shares will be sold on October 16, 2026, or within three months from that date.

Key Figures

Shares to be sold: 1,500,000 shares Aggregate market value: $53,205,000 Shares outstanding: 65,619,689 shares

3 metrics

Shares to be sold 1,500,000 shares Proposed sale of Lindblad Expeditions Holdings common stock

Aggregate market value $53,205,000 Shares covered by the proposed sale

Shares outstanding 65,619,689 shares Lindblad Expeditions Holdings common stock

Key Terms

Rule 144, 10% Shareholder, Revocable Trust Agreement

3 terms

Rule 144 regulatory

"See the definition of "person" in paragraph (a) of Rule 144."

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

10% Shareholder financial

"Founder, Co-Chairman, 10% Shareholder"

Revocable Trust Agreement technical

"The Sven-Olof Lindblad Revocable Trust Agreement"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many LIND shares does Sven-Olof Lindblad's trust plan to sell?

The Sven-Olof Lindblad Revocable Trust Agreement, with Sven-Olof Lindblad as trustee, is listed for a sale of 1,500,000 LIND common shares. Sven-Olof Lindblad is identified as Founder, Co-Chairman, and 10% Shareholder.

When does the proposed LIND share sale take place?

The trust states the shares will be sold on October 16, 2026, or within three months from that date. J.P. Morgan Securities LLC is named in the broker information.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 10/16/2026 - 05:07 PM EDT Accepted by SEC EDGAR 10/16/2026 - 05:06 PM EDT Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001639304
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	Lindblad Expeditions Holdings, Inc.
SEC File Number	001-35898
Address of Issuer	11 W 42nd Street, Suite 22 B3 New York NEW YORK 10036
Phone	212-261-9000
Name of Person for Whose Account the Securities are To Be Sold	Sven-Olof Lindblad
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Founder, Co-Chairman, 10% Shareholder

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common Stock	J.P. Morgan Securities LLC 270 Park Avenue - 10th Floor New York NY 10017	1500000	53205000	65619689	10/16/2026	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common Stock	09/24/2019	Transfer	Sven-Olof Lindblad, who acquired Founder shares on 07/08/15			1500000	09/24/2019	N/A

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks	The shares covered by this filing will be sold by The Sven-Olof Lindblad Revocable Trust Agreement, Sven-Olof Lindblad as Trustee, today or within three months from the date of this filing.
Date of Notice	10/16/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	06/17/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/ J.P. Morgan Securities LLC as agent and attorney-in-fact for Sven-Olof Lindblad
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)