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 EXPEDITIONS HOLDINGS, INC. director John M. Fahey Jr. reported an open-market sale of 1,000 shares of restricted stock on May 14, 2026 at a weighted average price of $19.395 per share, in trades ranging from $19.43 to $19.48. After the sale, he holds 117,486 shares directly.
LINDBLAD EXPEDITIONS HOLDINGS, INC. files Amendment No. 4 to a Schedule 13G/A as an "exit filing" jointly submitted by MSD Partners, MSD SIF Partners II, LLC and Gregg R. Lemkau. The filing reports beneficial ownership of 3,270,566 shares (4.99%) by Gregg R. Lemkau and 1,635,281 shares (2.49%) by MSD Partners, calculated on 65,571,318 shares outstanding as of April 27, 2026. The statement discloses shared voting and dispositive power for the Reporting Persons and includes a Joint Filing Agreement dated May 15, 2026.
Ariel Investments, LLC reports beneficial ownership of 3,439,063 shares of Lindblad Expeditions Holdings common stock, representing 5.3% of the class as disclosed on this Schedule 13G/A. The filing shows sole voting power of 2,861,776 shares and sole dispositive power of 3,439,063.
The report notes these holdings are held on behalf of adviser clients and that no single client has an economic interest exceeding 5%. The filing is signed by a company compliance officer on 05/14/2026.
Lindblad Expeditions Holdings director John M. Fahey Jr. reported open-market sales of restricted stock over two days. On May 11, 2026, he sold 3,500 shares at a weighted average price of $20.0386 per share. On May 12, 2026, he sold an additional 1,000 shares at a weighted average price of $19.395 per share. In total, he sold 4,500 shares and now directly holds 118,486 shares of Lindblad Expeditions common stock, indicating he retains the vast majority of his position. The reported prices reflect multiple trades within stated intraday ranges on each date.
Lindblad Expeditions Holdings, Inc. executive Trey Byus, the Chief Expedition Officer, reported an open-market sale of 26,460 shares of Common Stock on May 11, 2026. The weighted average sale price was $20.2345 per share, with individual trade prices ranging from $20.05 to $20.70.
After these transactions, Byus directly holds 111,530 shares of Lindblad Expeditions common stock. The filing notes that the reported price is a weighted average and that detailed breakdowns of shares sold at each price within the range are available to the issuer, its shareholders, or SEC staff upon request.
LINDBLAD EXPEDITIONS HOLDINGS, INC. director Mark Ein entered into a prepaid variable share forward transaction referencing up to 1,000,000 shares of the company’s common stock. The contract is divided into 25 components, each tied to up to 40,000 shares.
During the transaction period, Ein may request prepayments on individual components and receive from Citibank the present value based on a forward floor price of $17.8650 per share. At settlement, scheduled between May 7, 2029 and June 11, 2029, he must either deliver the applicable number of shares or pay cash equal to their value, subject to a forward cap price of $29.7750 per share. Ein will pay an upfront cash amount of $1,230,700 to Citibank in connection with this restructuring-type derivative arrangement.
Lindblad Expeditions Holdings reported an insider sale notice for Common Stock by John M. Fahey, Jr. The filing lists 7,768 shares sold with an associated prior holding figure of 137,194 shares. The transaction is reported under director compensation and Form 144 sale procedures.
Lindblad Expeditions Holdings, Inc. submitted a Rule 144 notice indicating up to 1,000,000 shares of its Common Stock may be sold through Citigroup Global Markets Inc. The filing shows an aggregate value of $21,100,000.00, references 3,456,416 shares purchased from the issuer on 07/08/2015, and includes the date 05/08/2026 and Nasdaq as the market.
LINDBLAD EXPEDITIONS HOLDINGS: FMR LLC reports beneficial ownership of 4,117,350 shares of Common Stock, representing 6.3% of the class as of 03/31/2026. The filing shows sole voting power of 4,079,473 and sole dispositive power of 4,117,350.