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. CEO Natalya Leahy received an equity grant tied to her compensation and had shares withheld to cover taxes. She was granted 14,220 restricted stock units that vest in three equal parts on March 31 of 2027, 2028 and 2029, subject to continued service. To satisfy tax obligations related to equity, 24,491 shares of common stock were disposed of through a tax-withholding mechanism. After these transactions, she directly holds 267,443 shares of the company’s common stock. This amended filing corrects the amount shown as beneficially owned following the reported transactions.
LINDBLAD EXPEDITIONS HOLDINGS, INC. Chief Financial Officer Frederick Goldberg reported routine equity compensation activity. He received a grant of 11,257 shares of common stock in the form of restricted stock units that vest in three equal installments on March 31, 2027, 2028 and 2029, subject to continued service. On the same date, 9,490 shares were disposed of to cover tax obligations related to the award, a non-market transaction. Following these adjustments, he directly owned 72,263 shares of common stock. The amendment was filed solely to correct the amount beneficially owned after the transaction.
LINDBLAD EXPEDITIONS HOLDINGS, INC. Chief Financial Officer Frederick Goldberg received an equity grant tied to company stock. He acquired 11,257 shares of Common Stock as an award of restricted stock units that vest one-third on March 31 of 2027, 2028 and 2029, subject to continued service.
On the same date, 9,490 shares of Common Stock were disposed of as a tax-withholding transaction, meaning they were withheld to cover tax obligations rather than sold on the open market. After these transactions, Goldberg directly owns 59,239 shares of Common Stock.
LINDBLAD EXPEDITIONS HOLDINGS, INC. Chief Expedition Officer Trey Byus received a grant of 7,262 shares of common stock on March 31, 2026, reported as a restricted stock unit award that vests in three equal installments on March 31, 2027, March 31, 2028 and March 31, 2029, subject to continued service.
On the same date and on March 29, 2026, a total of 6,833 shares were withheld to satisfy tax liabilities, which is a non‑market disposition. After these transactions, Byus directly held 129,425 shares of common stock.
Lindblad Expeditions Holdings CEO Natalya Leahy reported routine equity compensation activity. She received 14,220 shares of common stock in the form of restricted stock units that vest one-third on March 31, 2027, 2028 and 2029, subject to continued service. To cover tax obligations, 24,491 shares were withheld and delivered, which is a non-market disposition rather than an open-market sale. After these transactions, she directly holds 263,494 shares of Lindblad common stock.
Lindblad Expeditions Holdings executive Benjamin Bressler reported routine equity compensation activity. He received 5,780 shares of Common Stock on March 31, 2026 as a restricted stock unit award that vests in three equal installments on March 31, 2027, 2028 and 2029, subject to continued service.
On the same date, 2,311 shares were disposed of as a tax-withholding transaction, meaning shares were withheld to cover associated tax obligations rather than sold in the open market. Following these transactions, he directly held 26,935 shares of Common Stock. He also holds a stock option granted under the 2021 Long Term Incentive Plan, covering 771,863 underlying shares of Common Stock at an exercise price of $17.65 per share, exercisable from March 10, 2026 until expiration on March 10, 2036.
Lindblad Expeditions Holdings, Inc. appointed Rear Admiral Keith Taylor (Ret.) as an executive officer, serving as Chief Maritime Officer, effective March 19, 2026. Taylor, age 64, joined the company in April 2025 and brings more than three decades of U.S. Coast Guard service plus senior cruise line operating experience leading global fleets.
In this role, he will receive an initial annual base salary of $330,000. He is eligible for an annual cash bonus targeted at 75% of base salary, tied to performance objectives set by the Compensation Committee, and annual equity-based awards targeted at 75% of base salary under the company’s equity incentive plan. He also participates in standard senior executive benefit plans, with no related-party or Item 404(a) transactions disclosed.
LINDBLAD EXPEDITIONS HOLDINGS, INC. director and major shareholder Sven-Olof Lindblad reported a bona fide gift of 100,000 shares of Common Stock on March 18, 2026. The transfer was recorded at a price of $0.00 per share, reflecting its gift status rather than a market sale. After the transaction, he directly holds 10,683,962 Common Stock shares.
LINDBLAD EXPEDITIONS HOLDINGS, INC. insider Benjamin Bressler received a large stock option grant as part of his compensation. On 2026-03-10, he was granted options to acquire 771,863 shares of Common Stock at an exercise price of $17.65 per share. The options were granted under the 2021 Long Term Incentive Plan pursuant to his employment agreement and expire on 2036-03-10. Following these transactions, Bressler also held 23,466 shares of Common Stock directly.
Lindblad Expeditions Holdings director John M. Fahey Jr. sold 7,768 shares of Restricted Stock in an open-market transaction at a weighted average price of $17.6613 per share. After this sale, he directly holds 122,986 shares, so the transaction reflects only a modest reduction in his position.