Welcome to our dedicated page for Lindblad Expeditions Hldgs 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.
The Lindblad Expeditions Holdings Inc. (NASDAQ: LIND) SEC filings page on Stock Titan brings together the company’s regulatory disclosures from the U.S. Securities and Exchange Commission, along with AI-supported tools to help interpret them. Lindblad uses its filings to report financial results, document material financing transactions, and describe organizational and contractual changes across its expedition cruise and land-based travel businesses.
Investors can review Form 8-K filings where Lindblad furnishes quarterly earnings press releases, providing detail on tour revenues, segment performance for the Lindblad and Land Experiences segments, occupancy, net yield per available guest night, and non-GAAP measures such as Adjusted EBITDA. Other 8-Ks describe material definitive agreements, including the 2025 indenture for 7.000% Senior Secured Notes due 2030, amendments to the company’s revolving credit agreement, and actions to satisfy and discharge prior senior secured notes due 2027 and 2028.
Additional filings outline organizational updates, such as changes to executive roles, amendments to stockholders’ and employment agreements at subsidiaries like Natural Habitat, Inc., and fleet decisions including the planned retirement of specific vessels and the charter of the Greg Mortimer for an expanded Alaska program. These documents give context on how Lindblad manages its capital structure, governance, and operating platform.
On Stock Titan, real-time updates from EDGAR are paired with AI-powered summaries that explain key points from lengthy filings, helping users quickly understand new debt issuances, credit facility amendments, or other significant events. Users can also locate periodic reports such as 10-K annual reports and 10-Q quarterly reports, when filed, for comprehensive financial statements and risk disclosures, as well as Forms 3, 4, and 5 that report insider transactions. This page serves as a focused entry point for analyzing LIND’s regulatory history and ongoing reporting obligations.
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.
Lindblad Expeditions Holdings director Thomas S. Smith Jr. sold 56,000 shares of restricted stock in an open-market transaction at a weighted average price of $17.5678 per share. The sales occurred across multiple trades between $17.06 and $17.86 per share, and he now holds 45,488 shares directly.