Lindblad Expeditions Holdings, Inc. (LIND)
New York City, NY, US
Lindblad Expeditions Holdings, Inc. delivers diverse adventure travel experiences, encompassing both marine expeditions and land-based journeys. Through its primary Lindblad brand, the company orchestrates voyages utilizing a fleet comprising ten proprietary expedition vessels and five ships chartered on a seasonal basis. Furthermore, it manages several distinct travel brands: Natural Habitat specializes in eco-conscious, nature-focused small-group tours; DuVine offers upscale cycling and adventure excursions globally; Off the Beaten Path curates active small-group and bespoke private trips within the United States' national parks; and Classic Journeys designs active small-group and custom private itineraries, distinguished by guided walks led by local experts often evoking cinematic landscapes. The organization also maintains a strategic collaboration with the National Geographic Society. Founded in 1979, Lindblad Expeditions Holdings, Inc. is based in New York, New York.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.36% | -12.99% | -0.58% | -6.07% | +54.89% | +31.90% | +79.60% | +91.35% | +28.25% | +88.88% | +98.54% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 4 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 3 |
19.00
-28.3%
|
| All Time | 7 |
16.57
-37.4%
|
-
Revenue growth Travel Services: +8.5%+19.6% ★ Q1'26: +15.7% (vs Q1'25)
-
EPS growth Travel Services: +10.2%+6.0% Q1'26: +12,550.0% (vs Q1'25)
-
FCF margin FCF growth · Travel Services: +12.2%+5.5% Q1'26: +20.4% (vs Q1'25)
-
EBIT margin Travel Services: +13.1%+3.1% Q1'26: +7.5% (vs Q1'25)
-
ROIC Travel Services: +10.4%+9.3% Q1'26: +33.4% (vs Q1'25)
-
Share dilution Travel Services: +0.3%+2.1% Q1'26: +11.9% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Travel Services: -0.25×7.69× Q1'26: 4.88× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 2 EPS Ana. |
Dec 2027 4 Rev. Ana. 3 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
209.99M
est: 210.12M (-0.1%)
|
242.35M
est: 177.22M (+36.8%)
|
266.50M
est: 267.80M (-0.5%)
|
309.73M
est: 311.46M (-0.6%)
|
343.09M
est: 343.95M (-0.2%)
|
82.36M
est: 82.49M (-0.2%)
|
147.11M
est: 140.64M (+4.6%)
|
421.50M
est: 397.82M (+6.0%)
|
569.54M
est: 591.46M (-3.7%)
|
644.73M
est: 627.79M (+2.7%)
|
771.02M
est: 755.69M (+2.0%)
|
847.81M
847.51M – 848.10M
+12.2% YoY
|
901.92M
881.98M – 916.54M
+6.4% YoY
|
923.30M
911.03M – 933.42M
+2.4% YoY
|
| EBITDA |
39.64M
est: -40.63M (+197.6%)
|
30.43M
est: -34.27M (+188.8%)
|
29.56M
est: 32.87M (-10.1%)
|
43.77M
est: 104.81M (-58.2%)
|
59.25M
est: 72.33M (-18.1%)
|
-61.17M
est: -15.95M (-283.4%)
|
-57.08M
est: -47.98M (-19.0%)
|
-19.94M
est: -35.84M (+44.4%)
|
54.80M
est: -13.27M (+512.8%)
|
74.14M
est: -14.09M (+626.2%)
|
86.30M
est: -16.96M (+608.9%)
|
-19.03M
-19.03M – -19.02M
-12.2% YoY
|
-20.24M
-20.57M – -19.79M
-6.4% YoY
|
-20.72M
-20.95M – -20.45M
-2.4% YoY
|
| EBIT |
27.99M
est: -74.18M (+137.7%)
|
12.01M
est: -62.56M (+119.2%)
|
12.21M
est: 10.89M (+12.1%)
|
25.34M
est: 69.25M (-63.4%)
|
33.23M
est: 43.16M (-23.0%)
|
-93.25M
est: -29.12M (-220.2%)
|
-96.61M
est: -95.63M (-1.0%)
|
-64.59M
est: -91.86M (+29.7%)
|
7.28M
est: -86.91M (+108.4%)
|
20.65M
est: -92.25M (+122.4%)
|
23.48M
est: -111.04M (+121.1%)
|
-124.58M
-124.62M – -124.53M
-12.2% YoY
|
-132.53M
-134.68M – -129.60M
-6.4% YoY
|
-135.67M
-137.16M – -133.87M
-2.4% YoY
|
| Net Income |
19.74M
est: 20.23M (-2.4%)
|
4.86M
est: 13.73M (-64.6%)
|
-8.66M
est: -12.17M (+28.8%)
|
11.35M
est: 40.48M (-72.0%)
|
16.35M
est: 13.16M (+24.2%)
|
-98.74M
est: -105.63M (+6.5%)
|
-119.21M
est: -103.74M (-14.9%)
|
-111.38M
est: -69.00M (-61.4%)
|
-45.61M
est: -56.46M (+19.2%)
|
-31.18M
est: -22.39M (-39.2%)
|
-29.72M
est: -26.95M (-10.3%)
|
-2.60M
-6.14M – 16.37M
+90.3% YoY
|
18.06M
11.73M – 21.01M
+793.9% YoY
|
32.93M
32.41M – 33.45M
+82.4% YoY
|
| SGA |
74.08M
est: 104.86M (-29.4%)
|
90.97M
est: 88.44M (+2.9%)
|
102.88M
est: 129.34M (-20.5%)
|
109.89M
est: 216.20M (-49.2%)
|
117.52M
est: 154.25M (-23.8%)
|
65.74M
est: 41.17M (+59.7%)
|
93.93M
est: 84.23M (+11.5%)
|
157.29M
est: 120.52M (+30.5%)
|
189.86M
est: 238.28M (-20.3%)
|
226.94M
est: 252.92M (-10.3%)
|
244.69M
est: 304.45M (-19.6%)
|
341.56M
341.44M – 341.68M
+12.2% YoY
|
363.36M
355.33M – 369.25M
+6.4% YoY
|
371.97M
367.03M – 376.05M
+2.4% YoY
|
| EPS |
0.44
est: 0.38 (+17.0%)
|
0.11
est: 0.26 (-56.9%)
|
-0.19
est: 0.07 (-370.7%)
|
0.25
est: 0.24 (+5.5%)
|
0.29
est: 0.29 (-0.7%)
|
-2.01
est: -1.96 (-2.4%)
|
-2.41
est: -2.37 (-1.8%)
|
-2.23
est: -2.05 (-8.7%)
|
-0.94
est: -1.03 (+8.6%)
|
-0.67
est: -0.41 (-64.2%)
|
-0.63
est: -0.49 (-28.5%)
|
0.11
-0.11 – 0.30
+122.8% YoY
|
0.29
0.21 – 0.38
+162.7% YoY
|
0.60
0.59 – 0.61
+104.5% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | C | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | C | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | C | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | C | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | C | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | C | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | C | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | C | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | C | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | C | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | C | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | C | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | C | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | C | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | C | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | C | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | C | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-15 | C | 2/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Sven-Olof Lindblad | 12.49M | 27.30% | 12.49M | — | 12.49M | 10.00 | IN | United States of America | 2019-07-24 | ↗ |
| 2 | DIRK BALDEWEG | 5.89M | 13.20% | — | 5.89M | — | — | HC, IN | Germany | 2015-07-20 | ↗ |
| 3 | JOHANN KILLINGER | 5.89M | 13.20% | — | 5.89M | — | — | HC, IN | Germany | 2015-07-20 | ↗ |
| 4 | Abigail P. Johnson | 5.86M | 11.74% | — | — | 5.86M | — | IN | Delaware | 2021-01-11 | ↗ |
| 5 | FMR LLC | 5.86M | 11.74% | 413.00 | — | 5.86M | — | HC | Delaware | 2021-01-11 | ↗ |
| 6 | # 02-0712418. | 5.68M | 5.00% | 4.27M | — | — | — | IA | Delaware | 2022-08-10 | ↗ |
| 7 | Mark D. Ein | 4.98M | 9.90% | 4.98M | — | 4.98M | — | IN | United States | 2022-02-14 | ↗ |
| 8 | Inclusive Capital Partners, L.P. | 4.92M | 9.90% | — | 4.92M | — | 10.00 | IA, PN | Delaware | 2020-08-04 | ↗ |
| 9 | Jeffrey W. Ubben | 4.92M | 9.90% | — | 4.92M | — | 10.00 | IN | United States | 2020-08-04 | ↗ |
| 10 | Capitol Acquisition Management 2 LLC | 4.72M | 9.40% | 4.72M | — | 4.72M | — | OO | United States | 2022-02-14 | ↗ |
| 11 | VA Partners I, LLC | 3.67M | 7.40% | — | 3.67M | — | 3.67M | OO | — | 2020-01-21 | ↗ |
| 12 | ValueAct Capital Management, L.P. | 3.67M | 7.40% | — | 3.67M | — | 3.67M | PN | — | 2020-01-21 | ↗ |
| 13 | ValueAct Holdings GP, LLC | 3.67M | 7.40% | — | 3.67M | — | 3.67M | OO | — | 2020-01-21 | ↗ |
| 14 | ValueAct Holdings II, L.P. | 3.67M | 7.40% | — | 3.67M | — | 3.67M | PN | — | 2020-01-21 | ↗ |
| 15 | ValueAct Holdings, L.P. | 3.67M | 7.40% | — | 3.67M | — | 3.67M | PN | — | 2020-01-21 | ↗ |
| 16 | ValueAct Spring Master Fund, L.P. | 3.67M | 7.40% | — | 3.67M | — | 3.67M | PN | — | 2020-01-21 | ↗ |
| 17 | Fidelity Small Cap Growth Fund | 3.54M | 7.10% | 3.54M | — | — | — | IV | Delaware | 2021-01-11 | ↗ |
| 18 | Wellington Group Holdings LLP | 3.38M | 7.38% | — | 2.93M | — | — | HC | Delaware | 2019-02-12 | ↗ |
| 19 | Wellington Investment Advisors Holdings LLP | 3.38M | 7.38% | — | 2.93M | — | — | HC | Delaware | 2019-02-12 | ↗ |
| 20 | Wellington Management Group LLP | 3.38M | 7.38% | — | 2.93M | — | — | HC | Massachusetts | 2019-02-12 | ↗ |
| 21 | Wellington Management Company LLP | 3.11M | 6.79% | — | 2.93M | — | — | IA | Delaware | 2019-02-12 | ↗ |
| 22 | TALAS SHIPPING GMBH & CO. KG | 3.03M | 6.80% | — | 3.03M | — | — | OO | Germany | 2015-07-20 | ↗ |
| 23 | TWO MOUNTAIN LTD. | 2.86M | 6.40% | — | 2.86M | — | — | OO | Germany | 2015-07-20 | ↗ |
| 24 | (1) BlackRock, Inc. | 2.75M | 5.10% | — | — | 2.75M | — | HC | Delaware | 2024-10-18 | ↗ |
| 25 | 26-1080669 | 2.35M | 5.10% | 430.6K | — | 2.35M | — | HC | Delaware | 2017-02-14 | ↗ |
| 26 | 04-3542621 | 1.92M | 4.20% | — | — | 1.92M | — | IA | Delaware | 2017-02-14 | ↗ |
| 27 | 13G | 1.5K | 0.00% | 1.5K | — | 1.5K | — | CO | Canada | 2017-02-13 | ↗ |
| 28 | Highbridge Capital Management, LLC | — | 0.00% | — | — | — | — | IA, OO | — | 2020-02-13 | ↗ |
| 29 | Highbridge MSF International Ltd. | — | 0.00% | — | — | — | — | OO | — | 2020-02-13 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | ARIEL INVESTMENTS, LLC | 5.12M -405.8K (-7.3%) | 73.81M +3.1M (+4.4%) | 9.21% -0.907 pp | 0.80% +0.041 pp | USD9.67 +49.1% | 17 qtrs — |
| 2 | BLACKROCK, INC. | 3.46M +258.6K (+8.1%) | 49.94M +8.9M (+21.7%) | 6.23% +0.363 pp | 0.00% +0.000 pp | USD10.09 +42.9% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 2.36M +22.9K (+1.0%) | 33.96M +4.1M (+13.8%) | 4.24% -0.033 pp | 0.00% +0.000 pp | USD10.76 +34.0% | 42 qtrs — |
| 4 | ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | 1.91M +— (+0.0%) | 27.56M +3.1M (+12.7%) | 3.44% -0.061 pp | 24.46% +3.408 pp | USD10.14 +42.2% | 9 qtrs — |
| 5 | PRINCIPAL FINANCIAL GROUP INC | 1.48M +122.1K (+9.0%) | 21.38M +4.0M (+22.8%) | 2.67% +0.177 pp | 0.01% +0.002 pp | USD12.58 +14.6% | 25 qtrs — |
| 6 | ROYCE & ASSOCIATES LP | 1.09M -29.1K (-2.6%) | 15.74M +1.4M (+9.7%) | 1.96% -0.088 pp | 0.16% +0.017 pp | USD10.09 +42.9% | 41 qtrs — |
| 7 | BLACK DIAMOND FINANCIAL, LLC | 1.07M +— (+0.0%) | 15.41M +1.7M (+12.7%) | 1.92% -0.034 pp | 1.62% +0.092 pp | USD11.09 +30.0% | 12 qtrs — |
| 8 | BANK OF NEW YORK MELLON CORP | 1.03M +182.2K (+21.5%) | 14.86M +4.0M (+36.8%) | 1.86% +0.301 pp | 0.00% +0.001 pp | USD13.01 +10.8% | 42 qtrs — |
| 9 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 947.9K -21.6K (-2.2%) | 13.68M +1.3M (+10.1%) | 1.71% -0.070 pp | 1.09% +0.136 pp | USD10.55 +36.7% | 5 qtrs — |
| 10 | PINNACLE ASSOCIATES LTD | 909.5K -53.0K (-5.5%) | 13.11M +794.4K (+6.4%) | 1.64% -0.126 pp | 0.17% +0.005 pp | USD11.24 +28.3% | 12 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 908.8K +5.6K (+0.6%) | 13.11M +1.5M (+13.3%) | 1.64% -0.019 pp | 0.00% +0.000 pp | USD11.75 +22.7% | 42 qtrs — |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 879.6K +128.8K (+17.2%) | 12.68M +3.1M (+32.0%) | 1.58% +0.208 pp | 0.01% +0.001 pp | USD12.34 +16.9% | 5 qtrs — |
| 13 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 865.1K +— (+0.0%) | 12.48M +1.4M (+12.7%) | 1.56% -0.028 pp | 0.09% +0.013 pp | USD9.75 +47.9% | 6 qtrs — |
| 14 | UBS GROUP AG | 833.4K +305.7K (+57.9%) | 12.02M +5.3M (+77.9%) | 1.50% +0.533 pp | 0.00% +0.001 pp | USD12.48 +15.5% | 42 qtrs — |
| 15 | STATE STREET CORP | 833.0K -261.0 (0.0%) | 12.01M +1.3M (+12.6%) | 1.50% -0.027 pp | 0.00% +0.000 pp | USD11.76 +22.6% | 41 qtrs — |
| 16 | ALGERT GLOBAL LLC | 685.4K +136.5K (+24.9%) | 9.88M +2.9M (+40.7%) | 1.23% +0.228 pp | 0.15% +0.037 pp | USD12.02 +20.0% | 13 qtrs — |
| 17 | NEW YORK STATE COMMON RETIREMENT FUND | 634.0K +— (+0.0%) | 9.14M +1.0M (+12.7%) | 1.14% -0.020 pp | 0.01% +0.002 pp | USD10.57 +36.4% | 40 qtrs — |
| 18 | GOLDMAN SACHS GROUP INC | 604.4K +262.4K (+76.7%) | 8.72M +4.3M (+99.1%) | 1.09% +0.461 pp | 0.00% +0.001 pp | USD12.85 +12.2% | 40 qtrs — |
| 19 | PIER CAPITAL, LLC | 577.5K +102.8K (+21.6%) | 8.33M +2.3M (+37.0%) | 1.04% +0.170 pp | 1.33% +0.380 pp | USD13.09 +10.2% | 2 qtrs — |
| 20 | DRIEHAUS CAPITAL MANAGEMENT LLC | 567.9K -274.8K (-32.6%) | 8.19M -2.6M (-24.1%) | 1.02% -0.522 pp | 0.06% -0.022 pp | USD10.15 +42.1% | 4 qtrs — |
| 21 | MORGAN STANLEY | 555.1K +36.1K (+7.0%) | 8.00M +1.4M (+20.5%) | 1.00% +0.049 pp | 0.00% +0.000 pp | USD11.65 +23.8% | 42 qtrs — |
| 22 | LORD, ABBETT & CO. LLC | 541.8K +210.8K (+63.7%) | 7.81M +3.6M (+84.4%) | 0.98% +0.369 pp | 0.02% +0.011 pp | USD13.43 +7.4% | 2 qtrs — |
| 23 | DIMENSIONAL FUND ADVISORS LP | 494.3K +29.4K (+6.3%) | 7.13M +1.2M (+19.8%) | 0.89% +0.038 pp | 0.00% +0.000 pp | USD10.64 +35.5% | 39 qtrs — |
| 24 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 481.4K -141.1K (-22.7%) | 6.94M -1.0M (-12.9%) | 0.87% -0.274 pp | 0.02% -0.007 pp | USD10.48 +37.6% | 14 qtrs — |
| 25 | FORMULA GROWTH LTD | 403.6K -13.1K (-3.1%) | 5.82M +486.0K (+9.1%) | 0.73% -0.037 pp | 2.24% +0.345 pp | USD10.44 +38.1% | 10 qtrs — |
| 26 | MARSHALL WACE, LLP | 374.6K -194.2K (-34.1%) | 5.40M -1.9M (-25.8%) | 0.67% -0.368 pp | 0.00% -0.003 pp | USD10.28 +40.3% | 18 qtrs — |
| 27 | GRANAHAN INVESTMENT MANAGEMENT, LLC | 345.6K +157.8K (+84.0%) | 4.98M +2.6M (+107.3%) | 0.62% +0.278 pp | 0.21% +0.115 pp | USD13.02 +10.8% | 3 qtrs — |
| 28 | QUBE RESEARCH & TECHNOLOGIES LTD | 345.0K -57.1K (-14.2%) | 4.98M -172.1K (-3.3%) | 0.62% -0.116 pp | 0.01% 0.000 pp | USD11.28 +27.8% | 6 qtrs — |
| 29 | APERTURE INVESTORS, LLC | 343.7K +— (+0.0%) | 4.96M +556.8K (+12.7%) | 0.62% -0.011 pp | 0.57% -0.037 pp | USD11.24 +28.3% | 22 qtrs — |
| 30 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 320.0K -159.0 (0.0%) | 4.61M +516.4K (+12.6%) | 0.58% -0.011 pp | 0.00% +0.000 pp | USD12.54 +15.0% | 39 qtrs — |
| 31 | STIFEL FINANCIAL CORP | 314.9K -3.6K (-1.1%) | 4.54M +464.1K (+11.4%) | 0.57% -0.017 pp | 0.00% +0.000 pp | USD10.51 +37.2% | 19 qtrs — |
| 32 | OBERWEIS ASSET MANAGEMENT INC/ | 306.8K +7.4K (+2.5%) | 4.42M +591.7K (+15.4%) | 0.55% +0.004 pp | 0.16% +0.015 pp | USD11.90 +21.2% | 5 qtrs — |
| 33 | CATALYTIC WEALTH RIA, LLC | 297.1K +20.0 (+0.0%) | 4.28M +481.5K (+12.7%) | 0.53% -0.009 pp | 0.16% +0.032 pp | USD11.67 +23.6% | 3 qtrs — |
| 34 | NORTHERN TRUST CORP | 291.4K -10.7K (-3.6%) | 4.20M +334.8K (+8.7%) | 0.52% -0.029 pp | 0.00% +0.000 pp | USD10.59 +36.2% | 42 qtrs — |
| 35 | JPMORGAN CHASE & CO | 290.3K -79.1K (-21.4%) | 4.19M -541.8K (-11.5%) | 0.52% -0.154 pp | 0.00% +0.000 pp | USD11.13 +29.6% | 33 qtrs — |
| 36 | BANK OF AMERICA CORP /DE/ | 277.8K +139.0K (+100.1%) | 4.01M +2.2M (+125.4%) | 0.50% +0.246 pp | 0.00% +0.000 pp | USD13.17 +9.5% | 41 qtrs — |
| 37 | MILLENNIUM MANAGEMENT LLC | 246.6K -587.5K (-70.4%) | 3.56M -7.1M (-66.7%) | 0.44% -1.084 pp | 0.00% -0.003 pp | USD11.49 +25.5% | 41 qtrs — |
| 38 | TWO SIGMA INVESTMENTS, LP | 237.3K -9.9K (-4.0%) | 3.42M +257.8K (+8.1%) | 0.43% -0.026 pp | 0.00% +0.000 pp | USD11.30 +27.6% | 13 qtrs — |
| 39 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 228.5K +— (+0.0%) | 3.30M +368.0K (+12.6%) | 0.41% -0.007 pp | 0.44% +0.034 pp | USD10.82 +33.3% | 25 qtrs — |
| 40 | TUDOR INVESTMENT CORP ET AL | 219.6K -83.0K (-27.4%) | 3.17M -706.7K (-18.2%) | 0.40% -0.159 pp | 0.01% -0.001 pp | USD10.72 +34.5% | 7 qtrs — |
| 41 | TWO SIGMA ADVISERS, LP | 209.1K +31.2K (+17.5%) | 3.02M +738.1K (+32.4%) | 0.38% +0.051 pp | 0.01% +0.001 pp | USD11.27 +28.0% | 32 qtrs — |
| 42 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 204.8K +— (+0.0%) | 2.95M +331.8K (+12.7%) | 0.37% -0.007 pp | 0.19% +0.017 pp | USD9.30 +55.1% | 4 qtrs — |
| 43 | PANAGORA ASSET MANAGEMENT INC | 197.2K +15.4K (+8.5%) | 2.84M +516.6K (+22.2%) | 0.36% +0.022 pp | 0.01% +0.001 pp | USD9.97 +44.6% | 8 qtrs — |
| 44 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 194.6K +194.6K (+100.0%) | 2.81M +2.8M (+100.0%) | 0.35% +0.350 pp | 0.02% +0.022 pp | USD14.42 +0.0% | 3 qtrs — |
| 45 | BARCLAYS PLC | 189.6K +129.3K (+214.7%) | 2.73M +2.2M (+390.7%) | 0.34% +0.231 pp | 0.00% +0.001 pp | USD12.98 +11.1% | 42 qtrs — |
| 46 | SG AMERICAS SECURITIES, LLC | 172.3K +91.2K (+112.4%) | 2.48M +1.4M (+139.3%) | 0.31% +0.162 pp | 0.00% 0.000 pp | USD13.43 +7.4% | 15 qtrs — |
| 47 | RUSSELL INVESTMENTS GROUP, LTD. | 169.0K -1.4K (-0.8%) | 2.44M +255.4K (+11.7%) | 0.30% -0.008 pp | 0.00% +0.000 pp | USD11.90 +21.2% | 16 qtrs — |
| 48 | NUVEEN, LLC | 163.6K -62.8K (-27.8%) | 2.36M -539.2K (-18.6%) | 0.29% -0.120 pp | 0.00% 0.000 pp | USD10.58 +36.3% | 4 qtrs — |
| 49 | SQUAREPOINT OPS LLC | 150.2K +112.6K (+299.3%) | 2.17M +1.7M (+349.9%) | 0.27% +0.201 pp | 0.00% +0.002 pp | USD13.35 +8.0% | 15 qtrs — |
| 50 | HEDGES ASSET MANAGEMENT LLC | 139.9K -1.4K (-1.0%) | 2.02M +208.7K (+11.5%) | 0.25% -0.007 pp | 1.42% +0.037 pp | USD10.36 +39.2% | 17 qtrs — |
| 51 | RICE HALL JAMES & ASSOCIATES, LLC | 138.3K -27.6K (-16.6%) | 1.99M -129.1K (-6.1%) | 0.25% -0.055 pp | 0.11% -0.006 pp | USD8.03 +79.6% | 13 qtrs — |
| 52 | Y-INTERCEPT (HONG KONG) LTD | 132.0K +121.5K (+1,166.9%) | 1.90M +1.8M (+1,327.2%) | 0.24% +0.218 pp | 0.04% +0.039 pp | USD14.29 +0.9% | 2 qtrs — |
| 53 | LOS ANGELES CAPITAL MANAGEMENT LLC | 163.1K +1.3K (+0.8%) | 1.89M -179.5K (-8.7%) | 0.29% -0.003 pp | 0.01% -0.001 pp | USD9.26 +55.7% | 13 qtrs — |
| 54 | LAZARD ASSET MANAGEMENT LLC | 126.8K +126.8K (+100.0%) | 1.83M +1.8M (+100.0%) | 0.23% +0.228 pp | 0.00% +0.003 pp | USD14.42 +0.0% | 1 qtrs NEW |
| 55 | WEDGE CAPITAL MANAGEMENT L L P/NC | 120.3K +958.0 (+0.8%) | 1.74M +207.2K (+13.6%) | 0.22% -0.002 pp | 0.03% +0.005 pp | USD12.81 +12.6% | 2 qtrs — |
| 56 | QUENT CAPITAL, LLC | 118.5K +118.5K (+100.0%) | 1.71M +1.7M (+100.0%) | 0.21% +0.213 pp | 0.12% +0.123 pp | USD14.42 +0.0% | 1 qtrs NEW |
| 57 | WALLEYE CAPITAL LLC | 113.0K +113.0K (+100.0%) | 1.63M +1.6M (+100.0%) | 0.20% +0.203 pp | 0.01% +0.005 pp | USD14.42 +0.0% | 5 qtrs — |
| 58 | AQR CAPITAL MANAGEMENT LLC | 107.4K -32.7K (-23.4%) | 1.55M -245.1K (-13.7%) | 0.19% -0.063 pp | 0.00% 0.000 pp | USD12.54 +15.0% | 5 qtrs — |
| 59 | ACADIAN ASSET MANAGEMENT LLC | 106.4K +68.7K (+182.3%) | 1.53M +1.1M (+219.2%) | 0.19% +0.122 pp | 0.00% +0.002 pp | USD13.69 +5.3% | 6 qtrs — |
| 60 | MACKENZIE FINANCIAL CORP | 106.0K -21.9K (-17.2%) | 1.53M -112.2K (-6.9%) | 0.19% -0.044 pp | 0.00% 0.000 pp | USD11.18 +29.0% | 5 qtrs — |
| 61 | AMERIPRISE FINANCIAL INC | 99.0K +401.0 (+0.4%) | 1.43M +165.6K (+13.1%) | 0.18% -0.002 pp | 0.00% +0.000 pp | USD12.56 +14.8% | 27 qtrs — |
| 62 | JANE STREET GROUP, LLC | 94.6K +51.1K (+117.4%) | 1.36M +807.5K (+144.9%) | 0.17% +0.091 pp | 0.00% +0.000 pp | USD12.55 +14.9% | 13 qtrs — |
| 63 | RENAISSANCE TECHNOLOGIES LLC | 94.5K -85.9K (-47.6%) | 1.36M -945.9K (-41.0%) | 0.17% -0.160 pp | 0.00% -0.001 pp | USD9.88 +46.0% | 14 qtrs — |
| 64 | VICTORY CAPITAL MANAGEMENT INC | 90.1K +950.0 (+1.1%) | 1.30M +158.2K (+13.9%) | 0.16% -0.001 pp | 0.00% +0.000 pp | USD10.65 +35.4% | 22 qtrs — |
| 65 | D. E. SHAW & CO., INC. | 81.4K -65.2K (-44.5%) | 1.17M -702.2K (-37.4%) | 0.15% -0.122 pp | 0.00% 0.000 pp | USD11.90 +21.2% | 8 qtrs — |
| 66 | HARBOR CAPITAL ADVISORS, INC. | 78.2K +43.1K (+122.6%) | 1.13M +678.0K (+150.7%) | 0.14% +0.076 pp | 0.09% +0.053 pp | USD13.18 +9.4% | 3 qtrs — |
| 67 | SWISS NATIONAL BANK | 75.6K +2.0K (+2.7%) | 1.09M +148.1K (+15.7%) | 0.14% +0.001 pp | 0.00% +0.000 pp | USD10.93 +31.9% | 41 qtrs — |
| 68 | BNP PARIBAS ARBITRAGE, SNC | 74.3K -56.1K (-43.0%) | 1.07M -597.9K (-35.8%) | 0.13% -0.105 pp | 0.00% 0.000 pp | USD11.86 +21.6% | 39 qtrs — |
| 69 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 60.6K +— (+0.0%) | 978.0K +218.7K (+28.8%) | 0.11% -0.002 pp | 0.01% +0.002 pp | USD14.29 +0.9% | 41 qtrs — |
| 70 | MILITIA CAPITAL PARTNERS, LP | 62.3K +— (+0.0%) | 897.9K +100.9K (+12.7%) | 0.11% -0.002 pp | 0.33% -0.036 pp | USD10.75 +34.1% | 4 qtrs — |
| 71 | ARISTEIA CAPITAL LLC | 62.0K +20.7K (+50.1%) | 894.7K +365.7K (+69.1%) | 0.11% +0.036 pp | 0.02% +0.007 pp | USD13.34 +8.1% | 2 qtrs — |
| 72 | SEI INVESTMENTS CO | 56.9K +56.9K (+100.0%) | 820.2K +820.2K (+100.0%) | 0.10% +0.102 pp | 0.00% +0.001 pp | USD14.42 +0.0% | 1 qtrs NEW |
| 73 | HSBC HOLDINGS PLC | 53.7K +28.5K (+112.9%) | 774.5K +459.2K (+145.6%) | 0.10% +0.051 pp | 0.00% +0.000 pp | USD13.66 +5.6% | 5 qtrs — |
| 74 | NEEDHAM INVESTMENT MANAGEMENT LLC | 52.2K +— (+0.0%) | 753.1K +84.6K (+12.7%) | 0.09% -0.002 pp | 0.05% +0.001 pp | USD9.21 +56.6% | 7 qtrs — |
| 75 | CANADA PENSION PLAN INVESTMENT BOARD | 52.2K +52.2K (+100.0%) | 752.7K +752.7K (+100.0%) | 0.09% +0.094 pp | 0.00% +0.001 pp | USD14.42 +0.0% | 1 qtrs NEW |
| 76 | QUEST PARTNERS LLC | 46.7K -5.5K (-10.5%) | 673.9K +5.7K (+0.8%) | 0.08% -0.012 pp | 0.04% -0.006 pp | USD12.47 +15.6% | 9 qtrs — |
| 77 | NICHOLAS INVESTMENT PARTNERS, LP | 46.6K -2.1K (-4.3%) | 671.3K +48.8K (+7.8%) | 0.08% -0.005 pp | 0.05% +0.001 pp | USD9.27 +55.6% | 4 qtrs — |
| 78 | UBS ASSET MANAGEMENT AMERICAS INC | 46.2K +256.0 (+0.6%) | 666.5K +78.2K (+13.3%) | 0.08% -0.001 pp | 0.00% +0.000 pp | USD10.24 +40.8% | 23 qtrs — |
| 79 | RHUMBLINE ADVISERS | 45.4K -8.4K (-15.7%) | 654.9K -34.4K (-5.0%) | 0.08% -0.017 pp | 0.00% +0.000 pp | USD10.54 +36.8% | 39 qtrs — |
| 80 | ENGINEERS GATE MANAGER LP | 44.4K -18.1K (-29.0%) | 640.3K -159.7K (-20.0%) | 0.08% -0.035 pp | 0.01% -0.002 pp | USD12.80 +12.7% | 4 qtrs — |
| 81 | MOORS & CABOT, INC. | 43.5K -4.0K (-8.4%) | 627.3K +19.3K (+3.2%) | 0.08% -0.009 pp | 0.03% +0.000 pp | USD9.58 +50.5% | 13 qtrs — |
| 82 | WELLS FARGO & COMPANY/MN | 42.0K +18.9K (+81.6%) | 605.5K +309.5K (+104.6%) | 0.08% +0.033 pp | 0.00% +0.000 pp | USD12.62 +14.3% | 40 qtrs — |
| 83 | MAN GROUP PLC | 41.4K -38.3K (-48.0%) | 596.8K -422.9K (-41.5%) | 0.07% -0.071 pp | 0.00% -0.001 pp | USD11.95 +20.7% | 7 qtrs — |
| 84 | CACTI ASSET MANAGEMENT LLC | 41.5K +— (+0.0%) | 592.6K +55.2K (+10.3%) | 0.07% -0.001 pp | 0.04% +0.000 pp | USD8.96 +60.9% | 30 qtrs — |
| 85 | ALLIANCEBERNSTEIN L.P. | 40.0K +3.7K (+10.2%) | 576.5K +112.1K (+24.1%) | 0.07% +0.006 pp | 0.00% +0.000 pp | USD11.80 +22.2% | 31 qtrs — |
| 86 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 39.7K +4.5K (+12.6%) | 573.0K +121.4K (+26.9%) | 0.07% +0.007 pp | 0.00% +0.000 pp | USD11.00 +31.1% | 39 qtrs — |
| 87 | BRASADA CAPITAL MANAGEMENT, LP | 38.0K +3.0K (+8.6%) | 548.7K +114.4K (+26.3%) | 0.07% +0.004 pp | 0.09% +0.020 pp | USD12.93 +11.5% | 2 qtrs — |
| 88 | ADVISER INVESTMENTS LLC | 37.5K +— (+0.0%) | 540.8K +60.8K (+12.7%) | 0.07% -0.001 pp | 0.01% +0.001 pp | USD11.67 +23.6% | 3 qtrs — |
| 89 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 37.4K +37.4K (+100.0%) | 539.4K +539.4K (+100.0%) | 0.07% +0.067 pp | 0.01% +0.006 pp | USD14.42 +0.0% | 1 qtrs NEW |
| 90 | NUMERAI GP LLC | 37.4K +18.1K (+93.6%) | 539.2K +292.0K (+118.1%) | 0.07% +0.032 pp | 0.07% +0.030 pp | USD12.30 +17.2% | 5 qtrs — |
| 91 | INVESCO LTD. | 36.9K +4.2K (+12.9%) | 532.3K +113.7K (+27.2%) | 0.07% +0.007 pp | 0.00% +0.000 pp | USD11.65 +23.8% | 32 qtrs — |
| 92 | COMERICA BANK | 35.9K +— (+0.0%) | 517.4K +58.1K (+12.7%) | 0.06% -0.001 pp | 0.00% +0.000 pp | USD12.80 +12.7% | 8 qtrs — |
| 93 | JACKSON CREEK INVESTMENT ADVISORS LLC | 34.7K +34.7K (+100.0%) | 500.0K +500.0K (+100.0%) | 0.06% +0.062 pp | 0.15% +0.148 pp | USD14.42 +0.0% | 1 qtrs NEW |
| 94 | PATHSTONE HOLDINGS, LLC | 33.1K -200.0 (-0.6%) | 477.9K +51.1K (+12.0%) | 0.06% -0.001 pp | 0.00% +0.000 pp | USD10.74 +34.3% | 9 qtrs — |
| 95 | INSPIRE INVESTING, LLC | 32.4K -3.4K (-9.4%) | 467.6K +9.6K (+2.1%) | 0.06% -0.007 pp | 0.04% -0.003 pp | USD12.80 +12.7% | 2 qtrs — |
| 96 | CARY STREET PARTNERS FINANCIAL LLC | 32.4K +— (+0.0%) | 467.5K +52.5K (+12.7%) | 0.06% -0.001 pp | 0.01% +0.001 pp | USD11.86 +21.6% | 5 qtrs — |
| 97 | STATE OF WISCONSIN INVESTMENT BOARD | 30.4K -3.0K (-9.1%) | 437.8K +10.5K (+2.5%) | 0.05% -0.007 pp | 0.00% +0.000 pp | USD10.32 +39.7% | 10 qtrs — |
| 98 | CREATIVE PLANNING | 30.3K +1.2K (+4.2%) | 436.3K +64.7K (+17.4%) | 0.05% +0.001 pp | 0.00% +0.000 pp | USD12.31 +17.1% | 3 qtrs — |
| 99 | VOYA INVESTMENT MANAGEMENT LLC | 30.2K +462.0 (+1.6%) | 435.8K +54.9K (+14.4%) | 0.05% 0.000 pp | 0.00% +0.000 pp | USD12.43 +16.0% | 21 qtrs — |
| 100 | TEACHER RETIREMENT SYSTEM OF TEXAS | 29.6K -583.0 (-1.9%) | 427.4K +40.5K (+10.5%) | 0.05% -0.002 pp | 0.00% 0.000 pp | USD12.80 +12.7% | 2 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | TAYLOR KEITH A | Officer | F-InKind | D | Common Stock | 2,014 | 17.86 | 36.0K | 27,706 | D | ↗ |
| 2026-04-11 | BRESSLER BENJAMIN | Officer | F-InKind | D | Common Stock | 1,833 | 19.22 | 35.2K | 162,305 | D | ↗ |
| 2026-03-31 | TAYLOR KEITH A | Officer | A-Award | A | Common Stock | 8,584 | 0.00 | — | 29,720 | D | ↗ |
| 2026-03-31 | Leahy Natalya | Officer | F-InKind | D | Common Stock | 24,491 | 0.00 | — | 263,494 | D | ↗ |
| 2026-03-31 | Goldberg Frederick | Officer | F-InKind | D | Common Stock | 9,490 | 0.00 | — | 72,263 | D | ↗ |
| 2026-03-31 | Byus Trey | Officer | F-InKind | D | Common Stock | 4,520 | 0.00 | — | 129,425 | D | ↗ |
| 2026-03-31 | BRESSLER BENJAMIN | Officer | F-InKind | D | Common Stock | 2,311 | 0.00 | — | 26,935 | D | ↗ |
| 2026-03-29 | Byus Trey | Officer | F-InKind | D | Common Stock | 2,313 | 0.00 | — | 126,683 | D | ↗ |
| 2026-03-18 | Lindblad Sven-Olof | Director / 10% Owner | G-Gift | D | Common Stock | 100,000 | 0.00 | — | 10,683,962 | D | ↗ |
| 2026-03-16 | BRESSLER BENJAMIN | Officer | F-InKind | D | Common Stock | 106,713 | 16.93 | 1.81M | 164,138 | D | ↗ |
| 2026-03-15 | BRESSLER BENJAMIN | Officer | A-Award | A | Common Stock | 243,916 | 0.00 | — | 270,851 | D | ↗ |
| 2026-03-10 | FAHEY JOHN M JR | Director | S-Sale | D | Restricted Stock | 7,768 | 17.66 | 137.2K | 122,986 | D | ↗ |
| 2026-03-10 | BRESSLER BENJAMIN | Officer | A-Award | A | Stock Option (right to buy) | 771,863 | 17.65 | 13.62M | 771,863 | D | ↗ |
| 2026-03-09 | Smith, Jr. Thomas S. | Director | S-Sale | D | Restricted Stock | 56,000 | 17.57 | 983.8K | 45,488 | D | ↗ |
| 2026-03-02 | TAYLOR KEITH A | Officer | — | — | Common Stock | 0 | 0.00 | — | 21,136 | D | ↗ |
| 2026-02-07 | Leahy Natalya | Officer | F-InKind | D | Common Stock | 11,842 | 20.04 | 237.3K | 277,714 | D | ↗ |
| 2026-02-05 | BRESSLER BENJAMIN | Officer | M-Exempt | A | Common Stock | 41,000 | 0.00 | — | 64,466 | D | ↗ |
| 2026-02-04 | Lindblad Sven-Olof | Director / 10% Owner | S-Sale | D | Common Stock | 28,002 | 17.61 | 493.0K | 10,783,962 | D | ↗ |
| 2026-02-04 | BRESSLER BENJAMIN | Officer | M-Exempt | A | Common Stock | 181,389 | 0.00 | — | 204,855 | D | ↗ |
| 2026-02-03 | Lindblad Sven-Olof | Director / 10% Owner | S-Sale | D | Common Stock | 127,310 | 17.38 | 2.21M | 10,811,964 | D | ↗ |
| 2026-02-02 | Lindblad Sven-Olof | Director / 10% Owner | S-Sale | D | Common Stock | 118,846 | 17.35 | 2.06M | 10,939,274 | D | ↗ |
| 2026-02-02 | BRESSLER BENJAMIN | Officer | S-Sale | D | Common Stock | 87,478 | 17.08 | 1.49M | 23,466 | D | ↗ |
| 2026-01-30 | Lindblad Sven-Olof | Director / 10% Owner | S-Sale | D | Common Stock | 78,283 | 16.66 | 1.30M | 11,172,779 | D | ↗ |
| 2026-01-29 | Lindblad Sven-Olof | Director / 10% Owner | S-Sale | D | Common Stock | 105,356 | 16.84 | 1.77M | 11,251,062 | D | ↗ |
| 2026-01-29 | BRESSLER BENJAMIN | Officer | M-Exempt | D | Stock Option (right to buy) | 33,338 | 8.44 | 281.4K | 309,867 | D | ↗ |
| 2026-01-28 | Lindblad Sven-Olof | Director / 10% Owner | S-Sale | D | Common Stock | 86,639 | 16.29 | 1.41M | 11,356,418 | D | ↗ |
| 2026-01-27 | Lindblad Sven-Olof | Director / 10% Owner | S-Sale | D | Common Stock | 44,002 | 15.98 | 703.2K | 11,443,057 | D | ↗ |
| 2026-01-26 | Lindblad Sven-Olof | Director / 10% Owner | S-Sale | D | Common Stock | 42,903 | 16.03 | 687.8K | 11,487,059 | D | ↗ |
| 2026-01-23 | Lindblad Sven-Olof | Director / 10% Owner | S-Sale | D | Common Stock | 36,066 | 16.08 | 580.1K | 11,529,962 | D | ↗ |
| 2026-01-22 | Lindblad Sven-Olof | Director / 10% Owner | S-Sale | D | Common Stock | 62,100 | 16.48 | 1.02M | 11,566,028 | D | ↗ |
| 2026-01-21 | Lindblad Sven-Olof | Director / 10% Owner | S-Sale | D | Common Stock | 75,314 | 16.03 | 1.21M | 11,628,128 | D | ↗ |
| 2026-01-20 | Lindblad Sven-Olof | Director / 10% Owner | S-Sale | D | Common Stock | 80,520 | 15.67 | 1.26M | 11,703,442 | D | ↗ |
| 2026-01-15 | BRESSLER BENJAMIN | Officer | M-Exempt | D | Stock Option (right to buy) | 7,311 | 8.44 | 61.7K | 343,205 | D | ↗ |
| 2026-01-14 | BRESSLER BENJAMIN | Officer | S-Sale | D | Common Stock | 94,259 | 17.08 | 1.61M | 23,466 | D | ↗ |
| 2026-01-12 | BRESSLER BENJAMIN | Officer | M-Exempt | D | Stock Option (right to buy) | 222,386 | 8.44 | 1.88M | 444,775 | D | ↗ |
| 2026-01-09 | BRESSLER BENJAMIN | Officer | S-Sale | D | Common Stock | 69,439 | 15.03 | 1.04M | 23,466 | D | ↗ |
| 2026-01-07 | BRESSLER BENJAMIN | Officer | M-Exempt | A | Common Stock | 29,628 | 8.44 | 250.1K | 53,094 | D | ↗ |
| 2025-12-22 | BRESSLER BENJAMIN | Officer | M-Exempt | A | Common Stock | 16,123 | 8.44 | 136.1K | 39,589 | D | ↗ |
| 2025-08-28 | BRESSLER BENJAMIN | Officer | M-Exempt | D | Stock Option (right to buy) | 21,137 | 8.44 | 178.4K | 782,351 | D | ↗ |
| 2025-08-27 | Byus Trey | Officer | S-Sale | D | Common Stock | 16,585 | 14.88 | 246.8K | 128,996 | D | ↗ |
| 2025-08-27 | BRESSLER BENJAMIN | Officer | M-Exempt | D | Stock Option (right to buy) | 61,495 | 8.44 | 519.0K | 803,488 | D | ↗ |
| 2025-08-25 | BRESSLER BENJAMIN | Officer | M-Exempt | A | Common Stock | 24,564 | 8.44 | 207.3K | 48,030 | D | ↗ |
| 2025-08-22 | BRESSLER BENJAMIN | Officer | M-Exempt | A | Common Stock | 200,700 | 8.44 | 1.69M | 224,166 | D | ↗ |
| 2025-08-20 | BRESSLER BENJAMIN | Officer | M-Exempt | D | Stock Option (right to buy) | 20,877 | 8.44 | 176.2K | 1,090,247 | D | ↗ |
| 2025-08-19 | BRESSLER BENJAMIN | Officer | M-Exempt | D | Stock Option (right to buy) | 809 | 8.44 | 6.8K | 1,111,124 | D | ↗ |
| 2025-08-08 | Stuart Andrew | Director | A-Award | A | Restricted Stock | 8,899 | 12.36 | 110.0K | 23,546 | D | ↗ |
| 2025-08-08 | Smith, Jr. Thomas S. | Director | A-Award | A | Restricted Stock | 8,899 | 12.36 | 110.0K | 101,488 | D | ↗ |
| 2025-08-08 | SCHULTZ ALEX P | Director | A-Award | A | Restricted Stock | 8,899 | 12.36 | 110.0K | 338,506 | D | ↗ |
| 2025-08-08 | Reynolds Catherine B | Director | A-Award | A | Restricted Stock | 8,899 | 12.36 | 110.0K | 82,253 | D | ↗ |
| 2025-08-08 | Reavis Annette J. | Director | A-Award | A | Restricted Stock | 8,899 | 12.36 | 110.0K | 23,546 | D | ↗ |
| 2025-08-08 | Lindblad Sven-Olof | Director / 10% Owner | A-Award | A | Restricted Stock | 8,899 | 12.36 | 110.0K | 11,783,962 | D | ↗ |
| 2025-08-08 | Kaufman Pamela O. | Director | A-Award | A | Restricted Stock | 8,899 | 12.36 | 110.0K | 21,046 | D | ↗ |
| 2025-08-08 | FAHEY JOHN M JR | Director | A-Award | A | Restricted Stock | 8,899 | 12.36 | 110.0K | 132,653 | D | ↗ |
| 2025-08-08 | EIN MARK | Director | A-Award | A | Restricted Stock | 8,899 | 12.36 | 110.0K | 328,602 | D | ↗ |
| 2025-08-08 | Dryden L. Dyson | Director | A-Award | A | Restricted Stock | 8,899 | 12.36 | 110.0K | 1,040,801 | D | ↗ |
| 2025-08-08 | BISNOW MICHAEL ELLIOTT | Director | A-Award | A | Restricted Stock | 8,899 | 12.36 | 110.0K | 70,514 | D | ↗ |
| 2025-08-05 | BRESSLER BENJAMIN | Officer | M-Exempt | D | Stock Option (right to buy) | 167,494 | 8.44 | 1.41M | 1,111,933 | D | ↗ |
| 2025-08-04 | BRESSLER BENJAMIN | Officer | M-Exempt | D | Stock Option (right to buy) | 7,567 | 8.44 | 63.9K | 1,279,427 | D | ↗ |
| 2025-07-23 | BRESSLER BENJAMIN | Officer | S-Sale | D | Common Stock | 47,325 | 13.02 | 616.2K | 23,466 | D | ↗ |
| 2025-05-31 | BRODSKY NOAH | Officer | F-InKind | D | Common Stock | 1,855 | 10.50 | 19.5K | 77,735 | D | ↗ |
| 2025-05-21 | SCHULTZ ALEX P | Director | P-Purchase | A | Common Stock | 26,453 | 10.25 | 271.1K | 329,607 | D | ↗ |
| 2025-05-20 | SCHULTZ ALEX P | Director | P-Purchase | A | Common Stock | 1,100 | 10.29 | 11.3K | 303,154 | D | ↗ |
| 2025-04-22 | SCHULTZ ALEX P | Director | P-Purchase | A | Common Stock | 18,731 | 8.30 | 155.5K | 302,054 | D | ↗ |
| 2025-04-21 | SCHULTZ ALEX P | Director | P-Purchase | A | Common Stock | 36,375 | 7.97 | 289.8K | 283,323 | D | ↗ |
| 2025-04-11 | BRESSLER BENJAMIN | Officer | F-InKind | D | Common Stock | 1,879 | 8.15 | 15.3K | 23,466 | D | ↗ |
| 2025-03-31 | Leahy Natalya | Officer | A-Award | A | Common Stock | 25,890 | 0.00 | — | 315,446 | D | ↗ |
| 2025-03-31 | Goldberg Frederick | Officer | A-Award | A | Common Stock | 20,496 | 0.00 | — | 70,496 | D | ↗ |
| 2025-03-31 | Byus Trey | Officer | F-InKind | D | Common Stock | 3,773 | 0.00 | — | 129,274 | D | ↗ |
| 2025-03-31 | BRODSKY NOAH | Officer | F-InKind | D | Common Stock | 1,911 | 0.00 | — | 54,590 | D | ↗ |
| 2025-03-31 | BRESSLER BENJAMIN | Officer | F-InKind | D | Common Stock | 1,562 | 0.00 | — | 19,951 | D | ↗ |
| 2025-03-29 | Byus Trey | Officer | F-InKind | D | Common Stock | 1,569 | 0.00 | — | 133,047 | D | ↗ |
| 2025-03-29 | BRODSKY NOAH | Officer | F-InKind | D | Common Stock | 2,017 | 0.00 | — | 56,501 | D | ↗ |
| 2025-01-01 | Lindblad Sven-Olof | 10% Owner | D-Return | D | Common Stock | 50,000 | 0.00 | — | 11,775,063 | D | ↗ |
| 2025-01-01 | Leahy Natalya | Officer | A-Award | A | Common Stock | 115,000 | 0.00 | — | 300,811 | D | ↗ |
| 2024-12-31 | Goldberg Frederick | Officer | A-Award | A | Common Stock | 50,000 | 0.00 | — | 50,000 | D | ↗ |
| 2024-12-17 | FAHEY JOHN M JR | Director | S-Sale | D | Class A Common Stock | 7,000 | 11.76 | 82.3K | 123,754 | D | ↗ |
| 2024-11-15 | Dryden L. Dyson | Director / Officer | F-InKind | D | Common Stock | 16,667 | 13.12 | 218.7K | 1,031,902 | D | ↗ |
| 2024-10-15 | Dryden L. Dyson | Director / Officer | F-InKind | D | Common Stock | 16,666 | 9.90 | 165.0K | 1,048,569 | D | ↗ |
| 2024-08-28 | BRODSKY NOAH | Officer | S-Sale | D | Common Stock | 14,344 | 10.50 | 150.6K | 58,518 | — | ↗ |
| 2024-08-21 | Lindblad Sven-Olof | Officer | P-Purchase | A | Common Stock | 32,117 | 7.95 | 255.3K | 11,825,063 | — | ↗ |
| 2024-08-19 | Kaufman Pamela O. | Director | P-Purchase | A | Common Stock | 2,500 | 7.72 | 19.3K | 2,500 | — | ↗ |
| 2024-08-08 | Stuart Andrew | Director | A-Award | A | Restricted Stock | 14,647 | 7.51 | 110.0K | 14,647 | — | ↗ |
| 2024-08-08 | Smith, Jr. Thomas S. | Director | A-Award | A | Restricted Stock | 14,647 | 7.51 | 110.0K | 92,589 | — | ↗ |
| 2024-08-08 | SCHULTZ ALEX P | Director | A-Award | A | Restricted Stock | 14,647 | 7.51 | 110.0K | 246,948 | — | ↗ |
| 2024-08-08 | Reynolds Catherine B | Director | A-Award | A | Restricted Stock | 14,647 | 7.51 | 110.0K | 73,354 | — | ↗ |
| 2024-08-08 | Reavis Annette J. | Director | A-Award | A | Restricted Stock | 14,647 | 7.51 | 110.0K | 14,647 | — | ↗ |
| 2024-08-08 | Kaufman Pamela O. | Director | A-Award | A | Restricted Stock | 14,647 | 7.51 | 110.0K | 14,647 | — | ↗ |
| 2024-08-08 | FAHEY JOHN M JR | Director | A-Award | A | Restricted Stock | 14,647 | 7.51 | 110.0K | 130,754 | — | ↗ |
| 2024-08-08 | EIN MARK | Director | A-Award | A | Restricted Stock | 14,647 | 7.51 | 110.0K | 319,703 | — | ↗ |
| 2024-08-08 | BISNOW MICHAEL ELLIOTT | Director | A-Award | A | Restricted Stock | 14,647 | 7.51 | 110.0K | 61,615 | — | ↗ |
| 2024-08-05 | SCHULTZ ALEX P | Director | P-Purchase | A | Common Stock | 15,278 | 7.17 | 109.5K | 232,301 | — | ↗ |
| 2024-08-02 | SCHULTZ ALEX P | Director | P-Purchase | A | Common Stock | 22,308 | 7.43 | 165.7K | 217,023 | — | ↗ |
| 2024-07-21 | Lindblad Sven-Olof | Officer | F-InKind | D | Common Stock | 25,525 | 10.64 | 271.6K | 11,792,946 | — | ↗ |
| 2024-07-15 | Stuart Andrew | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-07-15 | Reavis Annette J. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-06-21 | SCHULTZ ALEX P | Director | P-Purchase | A | Common Stock | 18,517 | 7.69 | 142.4K | 194,715 | — | ↗ |
| 2024-06-20 | SCHULTZ ALEX P | Director | P-Purchase | A | Common Stock | 15,953 | 7.48 | 119.3K | 176,198 | — | ↗ |
| 2024-05-31 | BRODSKY NOAH | Officer | F-InKind | D | Common Stock | 3,160 | 0.00 | — | 72,862 | — | ↗ |
| 2024-05-30 | SCHULTZ ALEX P | Director | P-Purchase | A | Common Stock | 2,412 | 7.70 | 18.6K | 160,245 | — | ↗ |
| 2024-05-29 | SCHULTZ ALEX P | Director | P-Purchase | A | Common Stock | 2,500 | 7.70 | 19.3K | 157,833 | — | ↗ |
| 2024-05-21 | SCHULTZ ALEX P | Director | P-Purchase | A | Common Stock | 3,639 | 7.61 | 27.7K | 155,333 | — | ↗ |
| 2024-05-20 | SCHULTZ ALEX P | Director | P-Purchase | A | Common Stock | 25,294 | 7.69 | 194.5K | 151,694 | — | ↗ |
| 2024-05-15 | Dryden L. Dyson | Director / Officer | A-Award | A | Stock Option (right to buy) | 100,000 | 7.40 | 740.0K | 50,000 | — | ↗ |
| 2024-05-15 | Byus Trey | Officer | A-Award | A | Stock Option (right to buy) | 50,000 | 7.40 | 370.0K | 50,000 | — | ↗ |
| 2024-05-15 | BRODSKY NOAH | Officer | A-Award | A | Stock Option (right to buy) | 200,000 | 7.40 | 1.48M | 200,000 | — | ↗ |
| 2024-04-19 | SCHULTZ ALEX P | Director | P-Purchase | A | Common Stock | 33,016 | 7.47 | 246.7K | 126,400 | — | ↗ |
| 2024-04-11 | BRESSLER BENJAMIN | Officer | A-Award | A | Common Stock | 12,578 | 0.00 | — | 21,513 | — | ↗ |
| 2024-03-31 | Lindblad Sven-Olof | Director / Officer / 10% Owner | D-Return | D | Common Stock | 10,627 | 0.00 | — | 11,818,471 | — | ↗ |
| 2024-03-31 | FELENSTEIN CRAIG | Officer | F-InKind | D | Common Stock | 8,671 | 0.00 | — | 205,544 | — | ↗ |
| 2024-03-31 | Byus Trey | Officer | D-Return | A | Common Stock | 3,896 | 0.00 | — | 134,616 | — | ↗ |
| 2024-03-31 | BRODSKY NOAH | Officer | F-InKind | D | Common Stock | 2,829 | 0.00 | — | 66,136 | — | ↗ |
| 2024-03-31 | BRESSLER BENJAMIN | Officer | F-InKind | D | Common Stock | 1,526 | 0.00 | — | 8,934 | — | ↗ |
| 2024-03-29 | FELENSTEIN CRAIG | Officer | A-Award | A | Common Stock | 15,731 | 0.00 | — | 214,215 | — | ↗ |
| 2024-03-29 | Byus Trey | Officer | A-Award | A | Common Stock | 11,592 | 0.00 | — | 134,527 | — | ↗ |
| 2024-03-29 | BRODSKY NOAH | Officer | A-Award | A | Common Stock | 24,839 | 0.00 | — | 78,851 | — | ↗ |
| 2024-03-18 | BRESSLER BENJAMIN | Officer | A-Award | A | Stock Option (right to buy) | 1,334,319 | 8.44 | 11.26M | 1,334,319 | — | ↗ |
| 2024-03-12 | Kaufman Pamela O. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-01-21 | Lindblad Sven-Olof | Director / 10% Owner | F-InKind | D | Common Stock | 20,708 | 9.27 | 192.0K | 11,837,585 | — | ↗ |
| 2023-12-31 | EIN MARK | Director | A-Award | A | Restricted Stock Units | 2,329 | 0.00 | — | 305,056 | — | ↗ |
| 2023-12-31 | ARONSON BERNARD W | Director | A-Award | A | Restricted Stock Units | 1,220 | 0.00 | — | 74,909 | — | ↗ |
| 2023-12-20 | EIN MARK | Director | G-Gift | D | Common Stock | 100,000 | 0.00 | — | 3,005,117 | — | ↗ |
| 2023-12-13 | SCHULTZ ALEX P | Director | P-Purchase | A | Common Stock | 11,819 | 9.36 | 110.7K | 93,384 | — | ↗ |
| 2023-12-12 | SCHULTZ ALEX P | Director | P-Purchase | A | Common Stock | 27,474 | 8.43 | 231.6K | 81,565 | — | ↗ |
| 2023-12-08 | FELENSTEIN CRAIG | Officer | F-InKind | D | Common Stock | 2,553 | 8.35 | 21.3K | 198,484 | — | ↗ |
| 2023-11-22 | Smith, Jr. Thomas S. | Director | S-Sale | D | Common Stock | 23,796 | 7.51 | 178.7K | 77,942 | — | ↗ |
| 2023-11-20 | FAHEY JOHN M JR | Director | P-Purchase | A | Common Stock | 3,000 | 7.79 | 23.4K | 116,107 | — | ↗ |
| 2023-09-30 | EIN MARK | Director | A-Award | A | Restricted Stock Units | 3,645 | 0.00 | — | 302,727 | — | ↗ |
| 2023-09-30 | ARONSON BERNARD W | Director | A-Award | A | Restricted Stock Units | 1,909 | 0.00 | — | 73,689 | — | ↗ |
| 2023-08-08 | Smith, Jr. Thomas S. | Director | A-Award | A | Restricted Stock | 8,276 | 0.00 | — | 101,738 | — | ↗ |
| 2023-08-08 | SCHULTZ ALEX P | Director | A-Award | A | Restricted Stock | 8,276 | 0.00 | — | 54,091 | — | ↗ |
| 2023-08-08 | Reynolds Catherine B | Director | A-Award | A | Restricted Stock | 8,276 | 0.00 | — | 58,707 | — | ↗ |
| 2023-08-08 | FAHEY JOHN M JR | Director | A-Award | A | Restricted Stock | 8,276 | 0.00 | — | 113,107 | — | ↗ |
| 2023-08-08 | EIN MARK | Director | A-Award | A | Restricted Stock | 8,276 | 0.00 | — | 299,082 | — | ↗ |
| 2023-08-08 | Dryden L. Dyson | Director | A-Award | A | Restricted Stock | 8,276 | 0.00 | — | 965,235 | — | ↗ |
| 2023-08-08 | BISNOW MICHAEL ELLIOTT | Director | A-Award | A | Restricted Stock | 8,276 | 0.00 | — | 46,968 | — | ↗ |
| 2023-08-08 | ARONSON BERNARD W | Director | A-Award | A | Restricted Stock | 8,276 | 0.00 | — | 71,780 | — | ↗ |
| 2023-07-28 | Lindblad Sven-Olof | Director / 10% Owner | S-Sale | D | Common Stock | 15,265 | 12.05 | 183.9K | 11,858,293 | — | ↗ |
| 2023-07-21 | Lindblad Sven-Olof | Director / 10% Owner | A-Award | A | Restricted Stock | 200,000 | 0.00 | — | 11,873,558 | — | ↗ |
| 2023-06-30 | EIN MARK | Director | A-Award | A | Restricted Stock Units | 2,412 | 0.00 | — | 290,806 | — | ↗ |
| 2023-06-30 | ARONSON BERNARD W | Director | A-Award | A | Restricted Stock Units | 1,263 | 0.00 | — | 63,504 | — | ↗ |
| 2023-06-22 | EIN MARK | Director | J-Other | D | Common Stock | 46,157 | 5,052,928.00 | 233.23B | 3,105,117 | — | ↗ |
| 2023-06-21 | EIN MARK | Director | J-Other | D | Common Stock | 46,157 | 5,052,928.00 | 233.23B | 3,151,274 | — | ↗ |
| 2023-06-20 | EIN MARK | Director | J-Other | D | Common Stock | 46,156 | 5,052,928.00 | 233.22B | 3,197,431 | — | ↗ |
| 2023-06-16 | EIN MARK | Director | J-Other | D | Prepaid Variable Forward Sale Contract | 46,156 | 0.00 | — | 138,470 | — | ↗ |
| 2023-06-15 | EIN MARK | Director | J-Other | D | Prepaid Variable Forward Sale Contract | 46,156 | 0.00 | — | 184,626 | — | ↗ |
| 2023-06-14 | EIN MARK | Director | J-Other | D | Prepaid Variable Forward Sale Contract | 46,156 | 0.00 | — | 230,782 | — | ↗ |
| 2023-06-13 | EIN MARK | Director | J-Other | D | Common Stock | 46,156 | 5,052,928.00 | 233.22B | 3,382,055 | — | ↗ |
| 2023-06-12 | EIN MARK | Director | J-Other | D | Prepaid Variable Forward Sale Contract | 46,156 | 0.00 | — | 323,094 | — | ↗ |
| 2023-06-09 | EIN MARK | Director | J-Other | D | Common Stock | 49,700 | 15,205,404.00 | 755.71B | 3,474,367 | — | ↗ |
| 2023-06-08 | EIN MARK | Director | J-Other | D | Common Stock | 49,700 | 15,205,404.00 | 755.71B | 3,524,067 | — | ↗ |
| 2023-06-07 | EIN MARK | Director | J-Other | D | Prepaid Variable Forward Sale Contract | 49,700 | 0.00 | — | 99,400 | — | ↗ |
| 2023-06-06 | EIN MARK | Director | J-Other | D | Prepaid Variable Forward Sale Contract | 49,700 | 0.00 | — | 149,100 | — | ↗ |
| 2023-06-05 | EIN MARK | Director | J-Other | D | Prepaid Variable Forward Sale Contract | 49,700 | 0.00 | — | 198,800 | — | ↗ |
| 2023-06-02 | EIN MARK | Director | J-Other | D | Common Stock | 49,700 | 15,205,404.00 | 755.71B | 3,722,867 | — | ↗ |
| 2023-06-01 | EIN MARK | Director | J-Other | D | Common Stock | 49,700 | 15,205,404.00 | 755.71B | 3,772,567 | — | ↗ |
| 2023-05-31 | EIN MARK | Director | J-Other | D | Common Stock | 49,700 | 15,205,404.00 | 755.71B | 3,822,267 | — | ↗ |
| 2023-05-30 | EIN MARK | Director | J-Other | D | Common Stock | 49,700 | 15,205,404.00 | 755.71B | 3,871,967 | — | ↗ |
| 2023-05-26 | EIN MARK | Director | J-Other | D | Common Stock | 49,700 | 15,205,404.00 | 755.71B | 3,921,667 | — | ↗ |
| 2023-05-25 | EIN MARK | Director | J-Other | D | Common Stock | 49,700 | 15,205,404.00 | 755.71B | 3,971,367 | — | ↗ |
| 2023-05-24 | EIN MARK | Director | J-Other | D | Common Stock | 49,700 | 15,205,404.00 | 755.71B | 4,021,067 | — | ↗ |
| 2023-05-23 | EIN MARK | Director | J-Other | D | Common Stock | 49,700 | 15,205,404.00 | 755.71B | 4,070,767 | — | ↗ |
| 2023-05-22 | EIN MARK | Director | J-Other | D | Common Stock | 49,700 | 15,205,404.00 | 755.71B | 4,120,467 | — | ↗ |
| 2023-05-19 | EIN MARK | Director | J-Other | D | Common Stock | 49,700 | 15,205,404.00 | 755.71B | 4,170,167 | — | ↗ |
| 2023-05-18 | EIN MARK | Director | J-Other | D | Common Stock | 49,700 | 15,205,404.00 | 755.71B | 4,219,867 | — | ↗ |
| 2023-05-17 | EIN MARK | Director | J-Other | D | Common Stock | 49,700 | 15,205,404.00 | 755.71B | 4,269,567 | — | ↗ |
| 2023-05-16 | EIN MARK | Director | J-Other | D | Prepaid Variable Forward Sale Contract | 49,700 | 0.00 | — | 844,900 | — | ↗ |
| 2023-05-15 | EIN MARK | Director | J-Other | D | Prepaid Variable Forward Sale Contract | 49,700 | 0.00 | — | 894,600 | — | ↗ |
| 2023-05-12 | EIN MARK | Director | J-Other | D | Common Stock | 49,700 | 15,205,404.00 | 755.71B | 4,418,667 | — | ↗ |
| 2023-05-11 | EIN MARK | Director | J-Other | D | Common Stock | 49,700 | 15,205,404.00 | 755.71B | 4,468,367 | — | ↗ |
| 2023-05-10 | EIN MARK | Director | J-Other | D | Prepaid Variable Forward Sale Contract | 49,700 | 0.00 | — | 1,043,700 | — | ↗ |
| 2023-05-09 | EIN MARK | Director | J-Other | D | Prepaid Variable Forward Sale Contract | 49,700 | 0.00 | — | 1,093,400 | — | ↗ |
| 2023-05-08 | EIN MARK | Director | J-Other | D | Common Stock | 49,700 | 15,205,404.00 | 755.71B | 4,617,467 | — | ↗ |
| 2023-05-05 | EIN MARK | Director | J-Other | D | Common Stock | 49,700 | 15,205,404.00 | 755.71B | 4,667,167 | — | ↗ |
| 2023-05-04 | Lindblad Sven-Olof | Director / 10% Owner | S-Sale | D | Common Stock | 2,850 | 12.05 | 34.4K | 11,673,558 | — | ↗ |
| 2023-04-20 | Lindblad Sven-Olof | Director / 10% Owner | S-Sale | D | Common Stock | 4,841 | 12.01 | 58.1K | 11,676,408 | — | ↗ |
| 2023-03-31 | FELENSTEIN CRAIG | Officer | F-InKind | D | Common Stock | 5,119 | 0.00 | — | 201,037 | — | ↗ |
| 2023-03-31 | EIN MARK | Director | A-Award | A | Restricted Stock Units | 2,745 | 0.00 | — | 288,394 | — | ↗ |
| 2023-03-31 | Byus Trey | Officer | F-InKind | D | Common Stock | 2,422 | 0.00 | — | 127,067 | — | ↗ |
| 2023-03-31 | Berle Dolf A | Director / Officer | F-InKind | D | Common Stock | 2,501 | 0.00 | — | 179,759 | — | ↗ |
| 2023-03-31 | BRODSKY NOAH | Officer | A-Award | A | Common Stock | 23,536 | 0.00 | — | 54,012 | — | ↗ |
| 2023-03-31 | BRESSLER BENJAMIN | Officer | A-Award | A | Common Stock | 10,460 | 0.00 | — | 10,460 | — | ↗ |
| 2023-03-31 | ARONSON BERNARD W | Director | A-Award | A | Restricted Stock Units | 1,438 | 0.00 | — | 62,241 | — | ↗ |
| 2023-02-07 | Lindblad Sven-Olof | Director / 10% Owner | S-Sale | D | Common Stock | 14,585 | 12.09 | 176.3K | 11,681,249 | — | ↗ |
| 2023-02-03 | Lindblad Sven-Olof | Director / 10% Owner | S-Sale | D | Common Stock | 24,033 | 12.07 | 290.1K | 11,695,834 | — | ↗ |
| 2023-02-02 | Lindblad Sven-Olof | Director / 10% Owner | S-Sale | D | Common Stock | 84,821 | 12.26 | 1.04M | 11,719,867 | — | ↗ |
| 2023-02-01 | Lindblad Sven-Olof | Director / 10% Owner | S-Sale | D | Common Stock | 57,425 | 12.07 | 693.1K | 11,804,688 | — | ↗ |
| 2022-12-31 | EIN MARK | Director | A-Award | A | Restricted Stock Units | 3,409 | 0.00 | — | 285,649 | — | ↗ |
| 2022-12-31 | ARONSON BERNARD W | Director | A-Award | A | Restricted Stock Units | 1,785 | 0.00 | — | 60,803 | — | ↗ |
| 2022-12-21 | Lindblad Sven-Olof | Director | G-Gift | D | Restricted Stock | 262,500 | 0.00 | — | 11,862,113 | — | ↗ |
| 2022-12-21 | FELENSTEIN CRAIG | Officer | F-InKind | D | Common Stock | 5,485 | 0.00 | — | 181,313 | — | ↗ |
| 2022-12-21 | Byus Trey | Officer | F-InKind | D | Common Stock | 7,645 | 0.00 | — | 111,184 | — | ↗ |
| 2022-12-08 | FELENSTEIN CRAIG | Officer | F-InKind | D | Common Stock | 2,553 | 0.00 | — | 186,798 | — | ↗ |
| 2022-09-30 | EIN MARK | Director | A-Award | A | Restricted Stock Units | 2,883 | 0.00 | — | 282,240 | — | ↗ |
| 2022-09-30 | ARONSON BERNARD W | Director | A-Award | A | Restricted Stock Units | 2,034 | 0.00 | — | 59,018 | — | ↗ |
| 2022-09-01 | FAHEY JOHN M JR | Director | P-Purchase | A | Common Stock | 3,000 | 7.55 | 22.7K | 104,831 | — | ↗ |
| 2022-08-18 | Smith, Jr. Thomas S. | Director | S-Sale | D | Common Stock | 15,000 | 11.29 | 169.4K | 168,462 | — | ↗ |
| 2022-08-08 | Smith, Jr. Thomas S. | Director | A-Award | A | Restricted Stock | 9,615 | 0.00 | — | 183,462 | — | ↗ |
| 2022-08-08 | SCHULTZ ALEX P | Director | A-Award | A | Restricted Stock | 9,615 | 0.00 | — | 45,815 | — | ↗ |
| 2022-08-08 | Reynolds Catherine B | Director | A-Award | A | Restricted Stock | 9,615 | 0.00 | — | 50,431 | — | ↗ |
| 2022-08-08 | Lindblad Sven-Olof | Director | A-Award | A | Restricted Stock | 9,615 | 0.00 | — | 12,124,613 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Ms. Leahy Chief Executive Officer | 600.0K | 1.13M | 3.97M | — | 571.5K | 20.8K | 6.29M | 63.17% | ↗ |
| 2 | 2025 | Mr. Bressler Founder and Chief Executive Officer, Natural Habitat, Inc. | 200.0K | 1.76M | 50.0K | — | — | 36.6K | 2.04M | 2.45% | ↗ |
| 3 | 2025 | Mr. Goldberg Chief Financial Officer | 475.0K | — | 475.0K | — | 452.4K | 30.1K | 1.43M | 33.16% | ↗ |
| 4 | 2025 | Mr. Byus III Chief Expedition Officer | 276.7K | — | 360.5K | — | 272.3K | 32.6K | 942.1K | 38.26% | ↗ |
| 5 | 2025 | Mr. Brodsky Former Chief Commercial Officer | 388.9K | — | 463.5K | — | — | 21.9K | 874.4K | 53.01% | ↗ |
| 6 | 2024 | Mr. Bressler Founder and Chief Executive Officer, Natural Habitat, Inc. | 200.0K | 2.37M | 117.4K | 6.43M | — | 42.6K | 9.16M | 71.46% | ↗ |
| 7 | 2024 | Mr. Brodsky Former Chief Commercial Officer | 460.1K | — | 231.7K | 982.0K | 368.1K | 22.0K | 2.06M | 58.80% | ↗ |
| 8 | 2024 | Mr. Brodsky Chief Commercial Officer | 460.1K | — | 231.7K | 982.0K | 368.1K | 22.0K | 2.06M | 58.80% | ↗ |
| 9 | 2024 | Mr. Dryden Former Interim Chief Financial Officer | — | — | 740.0K | 462.0K | — | — | 1.20M | 100.00% | ↗ |
| 10 | 2024 | Mr. Byus III Chief Expedition Officer | 357.9K | — | 180.3K | 245.5K | 286.3K | 38.2K | 1.11M | 38.42% | ↗ |
| 11 | 2024 | Mr. Lindblad Chief Executive Officer | 383.4K | — | — | — | 306.8K | 34.9K | 725.1K | 0.00% | ↗ |
| 12 | 2024 | Mr. Goldberg Chief Financial Officer | 1.8K | 75.0K | 593.0K | — | — | — | 669.8K | 88.53% | ↗ |
| 13 | 2024 | Mr. Felenstein Former Chief Financial Officer | 243.3K | — | 244.6K | — | — | 17.3K | 505.2K | 48.42% | ↗ |
| 14 | 2023 | Mr. Felenstein Former Chief Financial Officer | 461.2K | — | 475.0K | 1.20M | 328.9K | 39.6K | 2.50M | 66.85% | ↗ |
| 15 | 2023 | Mr. Felenstein Chief Financial Officer | 461.2K | 328.9K | 475.0K | 1.20M | — | 39.6K | 2.50M | 66.85% | ↗ |
| 16 | 2023 | Mr. Lindblad Chief Executive Officer | 187.5K | — | 2.00M | — | 133.7K | 35.3K | 2.35M | 84.85% | ↗ |
| 17 | 2023 | Mr. Byus III Chief Expedition Officer | 343.7K | — | 350.0K | 1.20M | 245.1K | 39.6K | 2.18M | 71.13% | ↗ |
| 18 | 2023 | Mr. Bressler President, Natural Habitat, Inc. | 200.0K | 1.59M | 100.0K | — | — | 47.4K | 1.93M | 5.17% | ↗ |
| 19 | 2023 | Mr. Bressler Founder and Chief Executive Officer, Natural Habitat, Inc. | 200.0K | 1.59M | 100.0K | — | — | 47.4K | 1.93M | 5.17% | ↗ |
| 20 | 2023 | Mr. Berle Former Chief Executive Officer | 289.7K | — | 575.0K | 575.0K | — | 23.4K | 1.46M | 78.60% | ↗ |
| 21 | 2023 | Mr. Brodsky Former Chief Commercial Officer | 438.0K | — | 450.0K | — | 312.4K | 24.2K | 1.22M | 36.75% | ↗ |
| 22 | 2023 | Mr. Brodsky Chief Commercial Officer | 438.0K | — | 450.0K | — | 312.4K | 24.2K | 1.22M | 36.75% | ↗ |
| 23 | 2022 | Mr. Brodsky Chief Commercial Officer | 241.9K | 75.0K | 437.5K | 2.81M | — | 13.1K | 3.58M | 90.78% | ↗ |
| 24 | 2022 | Mr. Berle Former Chief Executive Officer | 575.0K | 442.9K | 575.0K | — | — | 42.4K | 1.64M | 35.16% | ↗ |
| 25 | 2022 | Mr. Berle Chief Executive Officer | 575.0K | 442.9K | 575.0K | — | — | 42.4K | 1.64M | 35.16% | ↗ |
| 26 | 2022 | Mr. Bressler Founder and Chief Executive Officer, Natural Habitat, Inc. | 200.0K | 1.18M | 100.0K | — | — | 50.8K | 1.53M | 6.52% | ↗ |
| 27 | 2022 | Mr. Bressler President, Natural Habitat, Inc. | 200.0K | 1.18M | 100.0K | — | — | 50.8K | 1.53M | 6.52% | ↗ |
| 28 | 2022 | Mr. Felenstein Chief Financial Officer | 412.0K | 317.3K | 412.0K | — | — | 42.9K | 1.18M | 34.79% | ↗ |
| 29 | 2022 | Mr. Felenstein Former Chief Financial Officer | 412.0K | — | 412.0K | — | 317.3K | 42.9K | 1.18M | 34.79% | ↗ |
| 30 | 2022 | Mr. Byus III Chief Expedition Officer | 283.3K | — | 283.3K | — | 218.2K | 42.9K | 827.6K | 34.23% | ↗ |
| 31 | 2021 | Mr. Berle Chief Executive Officer | 370.4K | 302.9K | 1.01M | 5.23M | — | 20.0K | 6.94M | 90.00% | ↗ |
| 32 | 2021 | Mr. Berle Former Chief Executive Officer | 370.4K | 302.9K | 1.01M | 5.23M | — | 20.0K | 6.94M | 90.00% | ↗ |
| 33 | 2021 | Dolf Berle Chief Executive Officer | 370.4K | 302.9K | 1.01M | 5.23M | — | 20.0K | 6.94M | 90.00% | ↗ |
| 34 | 2021 | David Goodman Chief Commercial and Marketing Officer | 425.0K | 308.0K | 687.7K | — | — | 41.4K | 1.46M | 47.03% | ↗ |
| 35 | 2021 | Mr. Goodman Former Chief Commercial and Marketing Officer | 425.0K | 308.0K | 687.7K | — | — | 41.4K | 1.46M | 47.03% | ↗ |
| 36 | 2021 | Mr. Felenstein Chief Financial Officer | 412.0K | 296.0K | 412.0K | — | — | 42.8K | 1.16M | 35.43% | ↗ |
| 37 | 2021 | Craig I. Felenstein Chief Financial Officer | 412.0K | 296.0K | 412.0K | — | — | 42.8K | 1.16M | 35.43% | ↗ |
| 38 | 2021 | Dean (Trey) Byus III Chief Expedition Officer | 283.3K | 203.5K | 283.2K | — | — | 42.8K | 812.8K | 34.85% | ↗ |
| 39 | 2021 | Mr. Byus III Chief Expedition Officer | 283.3K | 203.5K | 283.2K | — | — | 42.8K | 812.8K | 34.85% | ↗ |
| 40 | 2021 | Sven-Olof Lindblad Former President and Chief Executive Officer | — | — | 772.5K | — | — | 38.6K | 811.1K | 95.24% | ↗ |
| 41 | 2021 | Mr. Lindblad Former President and Chief Executive Officer | — | — | 772.5K | — | — | 38.6K | 811.1K | 95.24% | ↗ |
| 42 | 2021 | Mr. Lindblad Chief Executive Officer | — | — | 772.5K | — | — | 38.6K | 811.1K | 95.24% | ↗ |
| 43 | 2021 | Benjamin L. Bressler President, Natural Habitat, Inc. | 171.4K | 211.5K | — | — | — | 50.7K | 433.6K | 0.00% | ↗ |
| 44 | 2021 | Mr. Bressler President, Natural Habitat, Inc. | 171.4K | 211.5K | — | — | — | 50.7K | 433.6K | 0.00% | ↗ |
| 45 | 2020 | Sven-Olof Lindblad President and Chief Executive Officer | 193.5K | 372.7K | 1.91M | — | — | 39.4K | 2.52M | 75.95% | ↗ |
| 46 | 2020 | Sven-Olof Lindblad Former President and Chief Executive Officer | 193.5K | 231.8K | 1.91M | — | — | 39.4K | 2.38M | 80.45% | ↗ |
| 47 | 2020 | Mr. Lindblad Former President and Chief Executive Officer | 193.5K | 231.8K | 1.91M | — | — | 39.4K | 2.38M | 80.45% | ↗ |
| 48 | 2020 | Mr. Byus III Chief Expedition Officer | 289.6K | 149.4K | 1.70M | — | — | 40.1K | 2.18M | 77.98% | ↗ |
| 49 | 2020 | Dean (Trey) Byus III Chief Expedition Officer | 289.6K | 149.4K | 1.70M | — | — | 40.1K | 2.18M | 77.98% | ↗ |
| 50 | 2020 | David Goodman Chief Commercial and Marketing Officer | 49.0K | 28.5K | 975.6K | 1.09M | — | — | 2.14M | 96.38% | ↗ |
| 51 | 2020 | Mr. Goodman Former Chief Commercial and Marketing Officer | 49.0K | 28.5K | 975.6K | 1.09M | — | — | 2.14M | 96.38% | ↗ |
| 52 | 2020 | Craig I. Felenstein Chief Financial Officer | 360.5K | 185.4K | 1.47M | — | — | 40.1K | 2.06M | 71.56% | ↗ |
| 53 | 2020 | Mr. Felenstein Chief Financial Officer | 360.5K | 185.4K | 1.47M | — | — | 40.1K | 2.06M | 71.56% | ↗ |
| 54 | 2020 | Philip J. Auerbach Former Chief Commercial Officer | 248.5K | 398.2K | 206.0K | — | — | 23.4K | 876.1K | 23.51% | ↗ |
| 55 | 2020 | Mr. Bressler President, Natural Habitat, Inc. | 76.3K | 150.0K | — | — | — | 47.2K | 273.5K | 0.00% | ↗ |
| 56 | 2020 | Benjamin L. Bressler President, Natural Habitat, Inc. | 76.3K | 150.0K | — | — | — | 47.2K | 273.5K | 0.00% | ↗ |
| 57 | 2019 | Sven-Olof Lindblad President and Chief Executive Officer | 515.0K | 378.8K | 772.5K | — | — | 31.1K | 1.70M | 45.51% | ↗ |
| 58 | 2019 | Sven-Olof Lindblad Former President and Chief Executive Officer | 515.0K | 370.0K | 772.5K | — | — | 31.1K | 1.69M | 45.75% | ↗ |
| 59 | 2019 | Philip J. Auerbach Former Chief Commercial Officer | 412.0K | 303.0K | 412.0K | — | — | 31.2K | 1.16M | 35.57% | ↗ |
| 60 | 2019 | Craig I. Felenstein Chief Financial Officer | 412.0K | 296.0K | 412.0K | — | — | 31.7K | 1.15M | 35.77% | ↗ |
| 61 | 2019 | Philip J. Auerbach Chief Commercial Officer | 412.0K | 296.0K | — | — | — | 31.2K | 1.15M | 0.00% | ↗ |
| 62 | 2019 | Benjamin L. Bressler President, Natural Habitat, Inc. | 200.0K | 841.1K | — | — | — | 39.6K | 1.08M | 0.00% | ↗ |
| 63 | 2019 | Dean (Trey) Byus III Chief Expedition Officer | 283.3K | 203.5K | 283.3K | — | — | 31.7K | 801.8K | 35.33% | ↗ |
| 64 | 2018 | Sven-Olof Lindblad President and Chief Executive Officer | 500.0K | 242.4K | 750.0K | — | — | 29.1K | 1.52M | 49.29% | ↗ |
| 65 | 2018 | Philip J. Auerbach Chief Commercial Officer | 400.0K | 303.0K | — | — | — | 29.7K | 1.13M | 0.00% | ↗ |
| 66 | 2018 | Craig I. Felenstein Chief Financial Officer | 400.0K | 196.7K | 400.0K | — | — | 29.7K | 1.03M | 38.97% | ↗ |
| 67 | 2018 | Philip J. Auerbach Former Chief Commercial Officer | 400.0K | 196.7K | 400.0K | — | — | 29.2K | 1.03M | 38.99% | ↗ |
| 68 | 2018 | Dean (Trey) Byus III Chief Expedition Officer | 275.0K | 128.5K | 275.0K | — | — | 29.7K | 708.2K | 38.83% | ↗ |
| 69 | 2018 | Benjamin L. Bressler President, Natural Habitat, Inc. | 200.0K | 429.8K | — | — | — | 37.6K | 667.4K | 0.00% | ↗ |
| 70 | 2017 | Sven-Olof Lindblad President and Chief Executive Officer | 543.7K | 242.4K | — | — | — | 29.1K | 1.56M | 0.00% | ↗ |
| 71 | 2017 | Ian T. Rogers Former Chief Operating Officer | 327.4K | 117.4K | 501.1K | — | — | 477.8K | 1.42M | 35.20% | ↗ |
| 72 | 2017 | Craig I. Felenstein Chief Financial Officer | 400.0K | 196.7K | — | — | — | 29.7K | 1.03M | 0.00% | ↗ |
| 73 | 2017 | Philip J. Auerbach Chief Commercial Officer | 400.0K | 196.7K | — | — | — | 29.2K | 1.03M | 0.00% | ↗ |
| 74 | 2017 | Dean (Trey) Byus III Chief Expedition Officer | 261.2K | 128.5K | — | — | — | 29.7K | 695.0K | 0.00% | ↗ |
| 75 | 2017 | Benjamin L. Bressler President, Natural Habitat, Inc. | 200.0K | 429.8K | — | — | — | 37.6K | 667.4K | 0.00% | ↗ |
| 76 | 2016 | Craig I. Felenstein Chief Financial Officer | 129.0K | 200.0K | — | 978.0K | — | 4.3K | 1.69M | 57.87% | ↗ |
| 77 | 2016 | Philip J. Auerbach Chief Commercial Officer | 239.5K | 325.0K | — | — | — | 10.4K | 1.48M | 0.00% | ↗ |
| 78 | 2016 | Sven-Olof Lindblad President and Chief Executive Officer | 674.9K | 500.0K | — | — | — | 91.0K | 1.27M | 0.00% | ↗ |
| 79 | 2016 | Ian T. Rogers Chief Operating Officer, Vice President and Treasurer | 449.9K | 506.3K | — | — | — | 127.3K | 1.08M | 0.00% | ↗ |
| 80 | 2016 | Ian T. Rogers Former Chief Operating Officer | 449.9K | 506.3K | — | — | — | 127.3K | 1.08M | 0.00% | ↗ |
| 81 | 2016 | Benjamin L. Bressler President, Natural Habitat, Inc. | 200.0K | 674.9K | — | — | — | 25.1K | 900.0K | 0.00% | ↗ |
| 82 | 2016 | John T. McClain Former Chief Financial Officer | 300.7K | 250.0K | — | — | — | 18.0K | 568.7K | 0.00% | ↗ |
| 83 | 2016 | Dean (Trey) Byus III Chief Expedition Officer | 227.8K | 256.3K | — | — | — | 27.0K | 511.2K | 0.00% | ↗ |
| 84 | 2015 | Sven-Olof Lindblad President and Chief Executive Officer | 668.4K | 5.51M | — | — | — | 20.3K | 6.19M | 0.00% | ↗ |
| 85 | 2015 | Ian T. Rogers Former Chief Operating Officer | 445.6K | 3.18M | — | — | — | 68.9K | 3.69M | 0.00% | ↗ |
| 86 | 2015 | Ian T. Rogers Chief Operating Officer, Vice President and Treasurer | 445.6K | 3.18M | — | — | — | 68.9K | 3.69M | 0.00% | ↗ |
| 87 | 2015 | Dean (Trey) Byus III Chief Expedition Officer | 225.7K | 2.21M | — | — | — | 26.6K | 2.46M | 0.00% | ↗ |
| 88 | 2015 | John T. McClain Former Chief Financial Officer | 59.7K | 59.5K | — | 1.66M | — | — | 1.78M | 93.31% | ↗ |
| 89 | 2015 | John T. McClain Chief Financial Officer | 59.7K | 59.5K | — | 1.66M | — | — | 1.78M | 93.31% | ↗ |
| 90 | 2015 | Richard P. Fontaine Chief Marketing Officer | 294.6K | 148.7K | — | — | — | 26.2K | 469.5K | 0.00% | ↗ |
| 91 | 2014 | Ian T. Rogers Chief Operating Officer, Vice President and Treasurer | 432.6K | 1.21M | — | 10.92M | — | 24.6K | 12.59M | 86.76% | ↗ |
| 92 | 2014 | Dean (Trey) Byus III Chief Expedition Officer | 219.1K | 470.0K | — | 3.64M | — | 24.6K | 4.35M | 83.61% | ↗ |
| 93 | 2014 | Sven-Olof Lindblad President and Chief Executive Officer | 649.0K | 2.05M | — | — | — | 24.6K | 2.72M | 0.00% | ↗ |
| 94 | 2014 | Richard P. Fontaine Chief Marketing Officer | 286.0K | 57.0K | — | — | — | 24.1K | 367.1K | 0.00% | ↗ |
| 95 | 2013 | Sven-Olof Lindblad President and Chief Executive Officer | 624.0K | 500.0K | — | — | — | 21.5K | 1.15M | 0.00% | ↗ |
| 96 | 2013 | Ian T. Rogers Chief Operating Officer, Vice President and Treasurer | 416.0K | 400.0K | — | — | — | 21.5K | 837.5K | 0.00% | ↗ |
| 97 | 2013 | Dean (Trey) Byus III Chief Expedition Officer | 210.7K | 205.0K | — | — | — | 21.5K | 437.2K | 0.00% | ↗ |
| 98 | 2013 | Richard P. Fontaine Chief Marketing Officer | 117.8K | 12.5K | — | — | — | 6.7K | 136.9K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Natalya Leahy | Chief Executive Officer | 2M | female |
| Benjamin L. Bressler | Founder & Chief Executive Officer of Natural Habitat, Inc. | 2M | male |
| Frederick Goldberg | Chief Financial Officer | 957.6K | male |
| Rick Goldberg | Chief Financial Officer | 957.6K | male |
| Dean Byus | Chief Expedition Officer | 581.6K | male |
| Sven-Olof Lindblad | Founder & Co-Chair | 22.0K | male |
| Mike Fulkerson | Chief Marketing Officer | — | male |
| Jenelle Findley | Senior Vice President of Operations & Planning | — | female |
| Kathi Riddle | SVP & Chief Sales Officer | — | female |
| Alexis Freeman | General Counsel | — | female |
| Pamela Fingleton | Senior Vice President & Assistant to Chief Executive Officer | — | female |
| Patty Disken-Cahill | Director of Communications | — | — |
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Community Opinion for LIND
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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