Welcome to our dedicated page for LINDBLAD EXPEDITIONS HOLDINGS SEC filings (Ticker: LIND), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Lindblad Expeditions Holdings Inc. filings document the formal disclosures of an operating company in expedition cruises and adventure travel. Recent Form 8-K reports cover quarterly and annual financial results, segment performance for Lindblad and Land Experiences, debt refinancing activity, senior secured notes, and the completed conversion of Series A Convertible Preferred Stock into common stock.
The company’s proxy materials describe annual meeting matters, director elections, executive compensation votes, auditor ratification, and stockholder voting procedures. Other filings record governance and management changes, compensation arrangements for executive officers, and material agreements tied to subsidiary ownership, including Lindblad’s increased ownership interest in Natural Habitat.
Lindblad Sven-Olof reported acquisition or exercise transactions in this Form 4 filing.
LINDBLAD EXPEDITIONS HOLDINGS, INC. reported that director and more-than-10% shareholder Sven-Olof Lindblad received a grant of 3,240 shares of Restricted Stock on 2026-08-08. The award was granted at $0.00 per share under a Long-Term Incentive Plan and will vest one year from the grant date, subject to continued service. Following this grant, Sven-Olof Lindblad directly owns 10,687,202 shares of the company’s stock.
FAHEY JOHN M JR reported acquisition or exercise transactions in this Form 4 filing.
LINDBLAD EXPEDITIONS HOLDINGS, INC. director John M. Fahey Jr. received an award of 3,240 shares of restricted stock on August 8, 2026. The grant was made at a stated price of $0.00 per share under a Long-Term Incentive Plan and will vest one year from the grant date, subject to continued service. Following this award, Fahey directly holds 113,726 shares of the company’s stock.
LINDBLAD EXPEDITIONS HOLDINGS, INC. director Mark Ein received a grant of 3,240 shares of restricted stock on August 8, 2026 under a Long-Term Incentive Plan. The award vests one year from grant, subject to continued service, bringing his directly held equity reported in this filing to 331,842 shares. Ein is also deemed to beneficially own 3,005,117 shares of common stock held indirectly through Capital Acquisition Management 2 LLC and maintains an indirect prepaid variable forward sale contract over 300,000 underlying common shares. That forward, entered into with Citibank, N.A. on May 29, 2026, has a forward floor price of $20.16, a forward cap price of $31.36, is divided into 10 components of up to 30,000 shares each, and contemplates settlement during a period from June 12, 2029 to June 26, 2029. In connection with the transaction, Ein will pay an upfront cash amount of $255,360 to Citibank.
Dryden L. Dyson reported acquisition or exercise transactions in this Form 4 filing.
LINDBLAD EXPEDITIONS HOLDINGS, INC. director Dryden L. Dyson received a grant of 3,240 shares of restricted stock on 2026-08-08. The award was granted at $0.00 per share under a Long-Term Incentive Plan and vests one year from the grant date, subject to continued service. Following this grant, Dyson directly holds 951,348 shares of the company’s stock.
BISNOW MICHAEL ELLIOTT reported acquisition or exercise transactions in this Form 4 filing.
LINDBLAD EXPEDITIONS HOLDINGS, INC. director Michael Elliott Bisnow received a grant of 3,240 shares of Restricted Stock on 2026-08-08. The award was granted at $0.00 per share under a Long-Term Incentive Plan and vests one year from the grant date, subject to continued service. After this grant, he holds 29,112 Restricted Stock shares directly, plus indirect holdings of Common Stock through Umbrella Holdings and Peak Street entities.
Lindblad Expeditions Holdings, Inc. reported strong growth for the quarter and six months ended June 30, 2026. Tour revenues rose to $199.2M for the quarter and $407.3M for the first half, up 19% and 17% year over year, respectively. First-half operating income increased to $27.6M from $15.0M, and net income attributable to the company improved to $5.1M from a loss of $7.4M, or $0.07 per diluted share versus a loss of $0.18. The second quarter itself showed a small net loss attributable to the company of $1.4M, or $0.02 per share.
Both segments contributed: the Lindblad segment grew tour revenues 16% with occupancy rising to 91–92% and higher net yield per available guest night, while the Land Experiences segment increased tour revenues 19–23% on more guests and higher revenue per guest. Consolidated Adjusted EBITDA reached $67.3M for the first half, up from $54.8M.
Liquidity strengthened with $318.9M in cash and cash equivalents plus $46.0M in restricted cash, against $675.0M of 7.00% senior secured notes and an undrawn $60.0M revolver. Unearned passenger revenues climbed to $439.9M, reflecting strong bookings. During February 2026, all 62,000 Series A preferred shares were mandatorily converted into 9,018,763 common shares, eliminating preferred dividends and what the company describes as a potential $88.0M repurchase obligation.
Lindblad Expeditions Holdings, Inc. reported improved second-quarter 2026 results, with total tour revenues of $199.2 million, up 19% year over year, and a net loss available to stockholders narrowing to $1.4 million, or $(0.02) per diluted share, from $9.7 million. Adjusted EBITDA rose 31% to $32.5 million, driven by higher profitability in both the Lindblad and Land Experiences segments.
Lindblad segment tour revenues increased 16% to $129.2 million on 12% higher capacity, a 4% rise in net yield per available guest night to $1,294, and occupancy improving to 91% from 86%. Land Experiences revenues grew 23% to $70.0 million, aided by additional trips and higher pricing. For the first six months of 2026, tour revenues rose 17% to $407.3 million and net income available to stockholders was $4.6 million, compared with a loss in 2025.
Cash, cash equivalents and restricted cash increased to $364.9 million as of June 30, 2026, supported by first-half Free Cash Flow of $93.6 million, against total debt of $675.0 million. The company provided a 2026 outlook for tour revenues of $830–$860 million and Adjusted EBITDA of $130–$140 million, and is utilizing its $35.0 million stock repurchase plan, having bought back $23.0 million of shares and warrants to date.
BlackRock, Inc. reports beneficial ownership of common stock of Lindblad Expeditions Holdings Inc. on a Schedule 13G. BlackRock states beneficial ownership of 3,821,174 shares of common stock, representing 5.8% of the outstanding class.
BlackRock reports sole voting power over 3,743,508 shares and sole dispositive power over 3,821,174 shares, with no shared voting or dispositive power. Various underlying clients have rights to dividends or sale proceeds, but no single client’s interest exceeds five percent of Lindblad’s outstanding common shares.
FMR LLC reported beneficial ownership of 6,636,712.08 shares of Lindblad Expeditions Holdings common stock, representing 10.1% of the class as of 06/30/2026. The filing is an amendment (Schedule 13G/A) that lists dispositive power held by FMR LLC and shows Abigail P. Johnson with sole dispositive power over the same 6,636,712.08 shares.
The cover data cites FMR LLC's principal office in Boston and references an attached Exhibit 99 and a Power of Attorney effective April 13, 2026. The schedule states that other persons may have rights to dividends or sale proceeds but that no other single person holds more than 5%.
Lindsay Dyson Dryden IV reports a proposed sale of 39,946 shares of Common Stock of The Charles Schwab Corporation under Form 144 on 06/04/2026. The filing lists an aggregate sale amount of $880,402.85. The filing also shows a separate line for 3,000 shares tied to equity compensation with dates 08/14/2024–08/15/2024. Shares outstanding are listed as 65,571,318 as of 06/04/2026.