How many institutions own LOCL stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own LOCL shares is 21, representing 3.85% of the company's common stock.

Who are the major shareholders selling Local Bounti Corporation stock?

GLOBAL RETIREMENT PARTNERS, LLC, in the last quarter, reduced its stake in LOCL by -100% restricting it's holding to 0 shares of worth nearly -. ALLWORTH FINANCIAL LP also lessened -100% of the LOCL shares from its portfolio, reducing its holding to 0 shares of worth -. CRESSET ASSET MANAGEMENT, LLC also shunned LOCL shares holding by -0.56% last quarter which brought its holding to 213.04 thousand shares worth $455.90K.

Investors who are buying LOCL stock?

As per its latest 13F filing, SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC increased its stake in LOCL by 100% in the last quarter. The institutional holder raised its holding to 56.71 thousand shares having worth more than $121.35K. FINANCIALLY SPEAKING INC also added 100% more shares of LOCL to its portfolio, raising its holding to 1 thousand shares of worth $2.14K. WALLEYE CAPITAL LLC also increased its LOCL shares holding by 100% which brought its holding to 322.83 thousand shares worth $517.00.

LOCL's major insiders: who are they?

The insider with the most stakes in LOCL is McKinney Mark Alan , Chief Operating Officer at the company. Additionally, LOCL stock is highly held by President Cook Brian C. and Chief Sustainability Officer Hilberg Gary among others.

Did an insider recently sell LOCL stock?

Company executives, directors, and other insiders own 81.38% percent of Local Bounti Corporation's stock. Within the last six months, there have been 8 transaction(s) in which LOCL insiders have sold stock, totaling 8K shares. Insiders that have sold shares include NORDBY MATTHEW, CARR-SMITH JENNIFER, and NELSON MARK JOSEPH.

Which insider recently purchased LOCL stock?

There have been 0 transaction(s) during the past 6-months in which Local Bounti Corporation insiders have bought stock, totalling 0 shares

How much of LOCL does insiders own?

Around 833.64K Local Bounti Corporation shares are held by insiders, which represents about 81.38% of LOCL stock.

Who is the insider with the largest stake?

LOCL Chief Operating Officer, McKinney Mark Alan holds the largest portfolio of the company's shares. LOCL shares owned by McKinney total nearly 1.53 million.

Which institution holds the most shares in LOCL?

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC is the largest institutional owner in LOCL which holds 56.71 thousand shares worth $121.35K or 0.25% of the total LOCL shares outstanding followed by GLOBAL RETIREMENT PARTNERS, LLC with ownership of 0 shares representing 0% of the LOCL ownership. ALLWORTH FINANCIAL LP is the third largest stakeholder with 0 shares or 0% of the ownership worth more than -.

Is Local Bounti Corporation stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the LOCL is concerned, it is a stock which is not optionable.

Is there a short position on LOCL's shares?

Number of LOCL shares short is 63.73K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding LOCL shares are there?

As of today, 21.71M shares of LOCL are outstanding.

Is there many float in LOCL stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, LOCL has 4.64M shares in float.

LOCL short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for LOCL is 3.13.

Local Bounti (LOCL) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares0.29

Short Percent Of Float0.48

Shares Outstanding21.71M

Shares Float4.64M

Shares Short63.73K

Short Ratio3.13

0.48%

Short % of Float

0.29%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

81.38% Percentage of Shares held by All Insiders

3.85% Percentage of Shares held by All Institutions

20.66% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 3.85% of LOCL shares are held by financial institutions. SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC is the top corporate investor, holding 56.71K shares valued at $121.35K. A 0.25% stake in Local Bounti Corporation is owned by the company. GLOBAL RETIREMENT PARTNERS, LLC owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.25%	56.71K	121.35K	56.71K	+100.00%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	0	-	-3.83K	-100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	0	-	-192	-100.00%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0%	257	550	0	0
Dec 31, 2025	FINANCIALLY SPEAKING INC	0%	1K	2.14K	1K	+100.00%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.07%	16.54K	35.39K	0	0
Dec 31, 2025	DELOS WEALTH ADVISORS, LLC	0%	220	471	0	0
Dec 31, 2025	NORTHERN TRUST CORP	0.06%	14.39K	30.79K	0	0
Dec 31, 2025	FMR LLC	0.53%	118.99K	254.65K	0	0
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.95%	213.04K	455.9K	-1.2K	-0.56%
Dec 31, 2025	BLACKROCK, INC.	0.12%	27.51K	58.87K	0	0
Dec 31, 2025	WALLEYE CAPITAL LLC	1.44%	322.83K	517	322.83K	+100.00%
Dec 31, 2025	BARCLAYS PLC	0%	0	-	-52	-100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1	2	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	45	96	4	+9.76%
Dec 31, 2025	MORGAN STANLEY	0%	385	824	0	0
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0%	461	987	0	0
Dec 31, 2025	OUTFITTER FINANCIAL LLC	0.13%	30.29K	64.82K	15.1K	+99.39%
Dec 31, 2025	PINNACLE ASSOCIATES LTD	0.14%	30.85K	66.01K	0	0
Dec 31, 2025	STATE STREET CORP	0.15%	33.98K	72.72K	0	0
Dec 31, 2025	BBR PARTNERS, LLC	0.87%	194.7K	416.65K	0	0
Dec 31, 2025	VANGUARD GROUP INC	0.93%	208.74K	446.71K	0	0
Dec 31, 2025	CITIGROUP INC	0%	1	2	-60	-98.36%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	42	90	42	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0%	48	102	27	+128.57%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	264	565	0	0
Dec 31, 2025	WALLEYE TRADING LLC	0.1%	23.36K	37	23.36K	+100.00%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.18%	41.08K	87.94K	0	0
Sep 30, 2025	OUTFITTER FINANCIAL LLC	0%	15.19K	45.42K	15.19K	+100.00%
Sep 30, 2025	BLACKROCK, INC.	0%	27.51K	82.26K	0	0
Sep 30, 2025	PINNACLE ASSOCIATES LTD	0%	30.85K	92.23K	0	0
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0%	41.08K	122.87K	4.23K	+11.49%
Sep 30, 2025	FMR LLC	0%	118.99K	355.79K	0	0
Sep 30, 2025	BBR PARTNERS, LLC	0%	194.7K	582.14K	0	0
Sep 30, 2025	VANGUARD GROUP INC	0%	208.74K	624.14K	24.6K	+13.36%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0%	214.23K	640.56K	0	0
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-2.42K	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-153	-100.00%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0%	192	575	0	0
Sep 30, 2025	UBS GROUP AG	0%	0	-	-16.99K	-100.00%
Sep 30, 2025	MORGAN STANLEY	0%	385	1.15K	-2.1K	-84.53%
Sep 30, 2025	NORTHERN TRUST CORP	0%	14.39K	43.02K	14.39K	+100.00%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0%	16.54K	49.45K	0	0
Sep 30, 2025	STATE STREET CORP	0%	33.98K	101.6K	33.98K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	21	63	1	+5.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	41	123	-25	-37.88%
Sep 30, 2025	BARCLAYS PLC	0%	52	155	52	+100.00%
Sep 30, 2025	CITIGROUP INC	0%	61	182	61	+100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	257	768	-5	-1.91%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	264	789	-15	-5.38%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0%	461	1.38K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	3.83K	11.46K	17	+0.45%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1	2	0	0
Sep 30, 2025	DELOS WEALTH ADVISORS, LLC	0%	220	658	220	+100.00%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0%	36.85K	86.25K	945	+2.63%
Jun 30, 2025	BBR PARTNERS, LLC	0%	194.7K	455.59K	165.4K	+564.65%
Jun 30, 2025	FMR LLC	0%	118.99K	278.44K	0	0
Jun 30, 2025	PINNACLE ASSOCIATES LTD	0%	30.85K	72.18K	0	0
Jun 30, 2025	BLACKROCK, INC.	0%	27.51K	64.37K	0	0
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	2.42K	5.66K	1.3K	+117.16%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	279	653	0	0
Jun 30, 2025		0%	262	613	5	+1.95%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	153	358	153	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	66	154	26	+65.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	20	46	0	0
Jun 30, 2025	VANGUARD GROUP INC	0%	184.14K	430.89K	0	0
Jun 30, 2025	UBS GROUP AG	0%	16.99K	39.75K	16.69K	+5,736.77%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0%	16.54K	38.7K	0	0
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0%	461	1.08K	0	0
Jun 30, 2025	MAIN STREET RESEARCH LLC	0%	0	-	-46.39K	-100.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	3.82K	8.93K	3.82K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0%	2.49K	5.82K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	192	450	0	0
Jun 30, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0%	0	-	-48.83K	-100.00%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0%	214.23K	501.31K	0	0
Jun 30, 2025	SBI SECURITIES CO., LTD.	0%	262	613	5	+1.95%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1	2	1	+100.00%
Mar 31, 2025	MORGAN STANLEY	0.03%	2.49K	5.13K	0	0
Mar 31, 2025	UBS GROUP AG	0%	291	599	-3.33K	-91.97%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	279	575	0	0
Mar 31, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.55%	48.83K	100.58K	0	0
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	1.11K	2.29K	-1.02K	-47.70%
Mar 31, 2025		0%	257	529	100	+63.69%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0%	192	417	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	40	82	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0%	20	42	-1	-4.76%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-115	-100.00%
Mar 31, 2025	WALLEYE TRADING LLC	0%	0	-	-24K	-100.00%
Mar 31, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0%	0	-	-12.3K	-100.00%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	2.43%	214.23K	441.32K	0	0
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.01%	461	950	0	0
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.19%	16.54K	34.07K	0	0
Mar 31, 2025	BBR PARTNERS, LLC	0.33%	29.29K	60.34K	0	0
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.41%	35.91K	73.99K	-1.59K	-4.23%
Mar 31, 2025	MAIN STREET RESEARCH LLC	0.53%	46.39K	95.57K	0	0
Mar 31, 2025	PINNACLE ASSOCIATES LTD	0.35%	30.85K	63.54K	30.85K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	0.31%	27.51K	56.67K	0	0
Mar 31, 2025	VANGUARD GROUP INC	2.09%	184.14K	379.33K	0	0
Mar 31, 2025	FMR LLC	1.35%	118.99K	245.13K	0	0
Mar 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	5.45K	4K	153	+2.89%
Mar 31, 2023	CREATIVE PLANNING	0.01%	10K	7.97K	0	0
Mar 31, 2023	UBS GROUP AG	0.02%	20.98K	16.72K	8.5K	+68.11%
Mar 31, 2023	NORTHERN TRUST CORP	0.49%	495.57K	395.02K	-25.71K	-4.93%
Mar 31, 2023	BANK OF AMERICA CORP /DE/	0.03%	28.16K	22.44K	-14.76K	-34.39%
Mar 31, 2023	INVESCO LTD.	0.03%	28.47K	22.7K	7.2K	+33.85%
Mar 31, 2023	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	28.89K	23.03K	16.11K	+126.00%
Mar 31, 2023	BARCLAYS PLC	0.03%	32.24K	26K	14.86K	+85.57%
Mar 31, 2023	DEUTSCHE BANK AG\	0.04%	43.89K	34.98K	12.04K	+37.79%
Mar 31, 2023	RHUMBLINE ADVISERS	0.05%	47.14K	38K	3.51K	+8.05%
Mar 31, 2023	JPMORGAN CHASE & CO	0.05%	49.67K	40K	13.09K	+35.77%
Mar 31, 2023	GROUP ONE TRADING, L.P.	0.05%	50.46K	40.22K	50.46K	+100.00%
Mar 31, 2023	PINNACLE ASSOCIATES LTD	0.06%	61K	48.62K	0	0
Mar 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.07%	66.53K	53.03K	4.4K	+7.08%
Mar 31, 2023	MORGAN STANLEY	0.07%	69.87K	55.7K	28.02K	+66.95%
Mar 31, 2023	ALLIANZ ASSET MANAGEMENT GMBH	0.07%	70K	55.8K	70K	+100.00%
Mar 31, 2023	OASIS MANAGEMENT CO LTD.	0.07%	71.56K	57.04K	0	0
Mar 31, 2023	PALOMA PARTNERS MANAGEMENT CO	0.07%	72.83K	58.05K	0	0
Mar 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.14%	145.05K	115.62K	-14.73K	-9.22%
Mar 31, 2023	BANK OF NEW YORK MELLON CORP	0.16%	162.54K	129.56K	-4.35K	-2.61%
Mar 31, 2023	ALYESKA INVESTMENT GROUP, L.P.	0.18%	183.22K	146.04K	57.42K	+45.65%
Mar 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.3%	300K	239.13K	300K	+100.00%
Mar 31, 2023	VAN ECK ASSOCIATES CORP	0.01%	5.55K	4K	1.39K	+33.33%
Mar 31, 2023	STIFEL FINANCIAL CORP	0.01%	10K	7.97K	10K	+100.00%
Mar 31, 2023	BARBER FINANCIAL GROUP, INC.	0.01%	10.15K	8.09K	0	0
Mar 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.01%	14.1K	11K	14.1K	+100.00%
Mar 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.02%	16.16K	12.88K	0	0
Mar 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.02%	18K	14K	-3K	-14.28%
Mar 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	20.16K	10.96K	1K	+5.22%
Mar 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	20.4K	16K	10.47K	+105.47%
Mar 31, 2023	VANGUARD GROUP INC	1.91%	1.92M	1.53M	220.7K	+12.99%
Mar 31, 2023	STATE STREET CORP	0.56%	566.58K	451.62K	870	+0.15%
Mar 31, 2023	BLACKROCK INC.	3.41%	3.43M	2.73M	405.88K	+13.42%
Mar 31, 2023	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	4.66%	4.68M	3.73M	355.86K	+8.23%
Mar 31, 2023	ROYAL BANK OF CANADA	0.01%	5.66K	5K	-4.5K	-44.29%
Mar 31, 2023	LEGAL & GENERAL GROUP PLC	0.01%	7.89K	6.29K	0	0
Mar 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.01%	10.07K	9K	0	0
Mar 31, 2023	AMALGAMATED BANK	0.01%	10.26K	8K	407	+4.13%
Mar 31, 2023	WELLS FARGO & COMPANY/MN	0.01%	13.88K	11.06K	12.18K	+716.24%
Mar 31, 2023	GOLDMAN SACHS GROUP INC	0.02%	17.27K	13.77K	5.28K	+44.05%
Mar 31, 2023	SG AMERICAS SECURITIES, LLC	0.03%	27.26K	22K	27.26K	+100.00%
Mar 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.85%	849.9K	677.46K	19.6K	+2.36%
Mar 31, 2023	ALLWORTH FINANCIAL LP	0%	2.5K	1.99K	0	0
Mar 31, 2023	SHEETS SMITH WEALTH MANAGEMENT	0.01%	15K	11.96K	-4.5K	-23.08%
Mar 31, 2023	AMERICAN INTERNATIONAL GROUP, INC.	0.03%	31.22K	24.89K	620	+2.03%
Mar 31, 2023	BBR PARTNERS, LLC	0.38%	380.81K	303.51K	380.81K	+100.00%
Mar 31, 2023	PENSERRA CAPITAL MANAGEMENT LLC	0.03%	27.58K	21K	10.98K	+66.14%
Mar 31, 2023	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.33%	332.61K	265.12K	285.61K	+607.68%
Mar 31, 2023	MAIN STREET RESEARCH LLC	0.6%	603.13K	480.76K	0	0
Mar 31, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.02%	24.05K	19.17K	-1.77K	-6.87%
Mar 31, 2023	FMR LLC	6.13%	6.16M	4.91M	-1.18M	-16.05%

Insiders

Among the LOCL insiders holding of 81.38% of the stake in company, MCKINNEY MARK ALAN, Chief Operating Officer, holds the largest shares of 1.53M. COOK BRIAN C., President, is the second largest LOCL insider with ownership of 1.05M shares. HILBERG GARY, Chief Sustainability Officer, stands third with possession of 457.65K shares of that stake.

Insiders	Designation	Shares Held
MCKINNEY MARK ALAN	Chief Operating Officer	1.53M
COOK BRIAN C.	President	1.05M
HILBERG GARY	Chief Sustainability Officer	457.65K
VALIASEK KATHLEEN	President and CFO	446.16K
MCCANDLESS MARGARET	General Counsel & Secretary	348.21K
HURLBERT CRAIG M.	Chief Executive Officer	314.82K
FABREGA ANNA M.	Chief Executive Officer	231.63K
VOSBURG B. DAVID	Chief Innovation Officer	106.02K
NORDBY MATTHEW	director	100.71K
SCHWAB CHARLES R JR.	director	70.86K
JOYNER TRAVIS M.	Chief Technology Officer	59.64K
FORST EDWARD C	director	46.5K
NELSON MARK JOSEPH	director	33.17K
CARR-SMITH JENNIFER	director	14.88K
SCHWAB CHARLES R.	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jan 07, 2026	NORDBY MATTHEW	SALE	2.22	1K	2.22K	100.71K
Dec 31, 2025	NORDBY MATTHEW	SALE	2.14	1K	2.14K	101.71K
Dec 24, 2025	NORDBY MATTHEW	SALE	2.19	1K	2.19K	102.71K
Dec 17, 2025	NORDBY MATTHEW	SALE	2.42	1K	2.42K	103.71K
Dec 10, 2025	NORDBY MATTHEW	SALE	2.55	1K	2.55K	104.71K
Dec 03, 2025	NORDBY MATTHEW	SALE	2.38	1K	2.38K	105.71K
Nov 26, 2025	NORDBY MATTHEW	SALE	2.38	1K	2.38K	106.71K
Nov 19, 2025	NORDBY MATTHEW	SALE	2.39	1K	2.39K	107.71K
Aug 01, 2025	SCHWAB CHARLES R.	PURCHASE	2.50	0	-	0
Mar 31, 2025	SCHWAB CHARLES R JR.	PURCHASE	2.00	70.86K	141.73K	70.86K
Mar 31, 2025	SCHWAB CHARLES R.	PURCHASE	2.00	1.7M	3.4M	1.7M
Dec 20, 2024	JOYNER TRAVIS M.	PURCHASE	1.86	500	927.85	59.64K
Dec 19, 2024	JOYNER TRAVIS M.	PURCHASE	1.79	2.85K	5.11K	59.14K
Dec 19, 2024	VALIASEK KATHLEEN	PURCHASE	1.79	1.35K	2.42K	446.16K
Dec 19, 2024	HURLBERT CRAIG M.	PURCHASE	1.81	3.25K	5.89K	314.82K
Dec 18, 2024	VALIASEK KATHLEEN	PURCHASE	2.01	600	1.21K	444.81K
Dec 17, 2024	VALIASEK KATHLEEN	PURCHASE	2.20	300	659.01	444.21K
Dec 17, 2024	CARR-SMITH JENNIFER	SALE	1.48	21.24K	31.43K	14.88K
Dec 16, 2024	VALIASEK KATHLEEN	PURCHASE	1.94	2.1K	4.07K	443.91K
Dec 16, 2024	JOYNER TRAVIS M.	PURCHASE	1.96	3.25K	6.36K	56.29K
Dec 16, 2024	HURLBERT CRAIG M.	PURCHASE	1.98	2.75K	5.44K	311.57K
Dec 13, 2024	JOYNER TRAVIS M.	PURCHASE	1.25	2.75K	3.44K	53.04K
Dec 13, 2024	VALIASEK KATHLEEN	PURCHASE	1.28	4.4K	5.62K	441.81K
Jun 25, 2024	NELSON MARK JOSEPH	SALE	2.68	8.41K	22.53K	33.17K
Jun 24, 2024	NELSON MARK JOSEPH	SALE	2.89	3.7K	10.66K	41.57K
Apr 15, 2024	NELSON MARK JOSEPH	SALE	2.31	660	1.53K	30.39K
Mar 13, 2024	NELSON MARK JOSEPH	SALE	2.59	447	1.16K	31.05K
Nov 13, 2023	VALIASEK KATHLEEN	PURCHASE	3.17	800	2.54K	273.69K
Nov 10, 2023	VALIASEK KATHLEEN	PURCHASE	2.82	700	1.97K	272.89K
Nov 09, 2023	VOSBURG B. DAVID	SALE	3.88	4.25K	16.47K	106.02K
Nov 06, 2023	VALIASEK KATHLEEN	PURCHASE	2.81	1K	2.81K	272.19K
Nov 03, 2023	VALIASEK KATHLEEN	PURCHASE	2.60	1K	2.6K	271.19K
Nov 02, 2023	VALIASEK KATHLEEN	PURCHASE	2.43	4K	9.74K	270.19K
Nov 02, 2023	JOYNER TRAVIS M.	PURCHASE	2.37	4.22K	10K	35.8K
Nov 01, 2023	FABREGA ANNA M.	PURCHASE	1.86	1.29K	2.4K	231.63K
Nov 01, 2023	NORDBY MATTHEW	PURCHASE	1.85	1.25K	2.31K	50.08K
Nov 01, 2023	FORST EDWARD C	PURCHASE	1.78	10K	17.8K	46.5K
Nov 01, 2023	VALIASEK KATHLEEN	PURCHASE	1.99	2.65K	5.27K	266.19K
Nov 01, 2023	JOYNER TRAVIS M.	PURCHASE	1.89	5.3K	10K	31.58K
Oct 31, 2023	HURLBERT CRAIG M.	PURCHASE	1.34	51.4K	68.97K	205K
Oct 31, 2023	FABREGA ANNA M.	PURCHASE	1.33	18.8K	24.98K	230.34K
Oct 31, 2023	JOYNER TRAVIS M.	PURCHASE	1.29	23.21K	30K	26.28K
Oct 31, 2023	VALIASEK KATHLEEN	PURCHASE	1.38	7K	9.63K	263.54K
Oct 13, 2023	NELSON MARK JOSEPH	SALE	1.54	714	1.1K	31.5K
Jul 13, 2023	NELSON MARK JOSEPH	SALE	3.07	705	2.16K	32.21K
Jun 20, 2023	NELSON MARK JOSEPH	SALE	4.05	1.29K	5.24K	11.68K
Apr 13, 2023	NELSON MARK JOSEPH	SALE	0.51	10.13K	5.21K	168.61K
Apr 05, 2023	VALIASEK KATHLEEN	SALE	0.51	43.33K	22.01K	3.46M
Apr 05, 2023	COOK BRIAN C.	SALE	0.51	43.33K	22.01K	1.05M
Apr 05, 2023	MCCANDLESS MARGARET	SALE	0.51	23.83K	12.11K	348.21K
Apr 05, 2023	VOSBURG B. DAVID	SALE	0.51	26K	13.21K	1.44M
Apr 04, 2023	VOSBURG B. DAVID	SALE	0.58	10.13K	5.88K	1.46M
Apr 04, 2023	MCCANDLESS MARGARET	SALE	0.58	9.28K	5.39K	372.04K
Apr 04, 2023	VALIASEK KATHLEEN	SALE	0.58	16.88K	9.8K	3.51M
Apr 04, 2023	COOK BRIAN C.	SALE	0.58	16.88K	9.8K	1.09M
Apr 03, 2023	MCCANDLESS MARGARET	SALE	0.66	10.07K	6.69K	381.32K
Apr 03, 2023	COOK BRIAN C.	SALE	0.66	18.31K	12.17K	1.11M
Apr 03, 2023	VOSBURG B. DAVID	SALE	0.66	10.98K	7.3K	1.47M
Apr 03, 2023	VALIASEK KATHLEEN	SALE	0.66	18.31K	12.17K	3.52M
Mar 02, 2023	MCCANDLESS MARGARET	SALE	0.63	3.61K	2.27K	391.39K
Jan 13, 2023	NELSON MARK JOSEPH	SALE	1.15	9.42K	10.79K	178.74K
Dec 06, 2022	VOSBURG B. DAVID	SALE	2.25	7.5K	16.84K	1.18M
Dec 05, 2022	VOSBURG B. DAVID	SALE	2.25	15K	33.78K	1.19M
Oct 21, 2022	SCHWAB CHARLES R.	PURCHASE	2.50	600K	1.5M	3.04M
Oct 13, 2022	NELSON MARK JOSEPH	SALE	2.76	9.7K	26.74K	188.16K
Sep 02, 2022	MCKINNEY MARK ALAN	SALE	3.60	15.28K	54.95K	1.53M
Aug 25, 2022	JOYNER TRAVIS M.	SALE	4.02	39.39K	158.24K	16.04M
Aug 25, 2022	HURLBERT CRAIG M.	SALE	4.00	15.91K	63.67K	17.85M
Aug 22, 2022	JOYNER TRAVIS M.	SALE	4.00	5K	20K	16.1M
Aug 22, 2022	HURLBERT CRAIG M.	SALE	4.00	18.22K	72.9K	17.91M
Jul 20, 2022	HURLBERT CRAIG M.	SALE	4.00	500	2K	17.93M
Jul 20, 2022	JOYNER TRAVIS M.	SALE	4.00	3.96K	15.83K	16.1M
Jul 15, 2022	HURLBERT CRAIG M.	SALE	4.04	1.43K	5.76K	17.94M
Jul 15, 2022	JOYNER TRAVIS M.	SALE	4.04	1.43K	5.76K	16.11M
Jul 13, 2022	NELSON MARK JOSEPH	SALE	3.79	9.28K	35.15K	197.86K
Jan 04, 2022	SCHWAB CHARLES R.	PURCHASE	7.23	10K	72.26K	626.83K
Dec 07, 2021	JOYNER TRAVIS M.	PURCHASE	6.55	5.47K	35.81K	41.97K
Dec 07, 2021	HILBERG GARY	PURCHASE	6.90	2K	13.8K	457.65K
Dec 06, 2021	JOYNER TRAVIS M.	PURCHASE	6.96	13.5K	93.99K	36.51K
Dec 03, 2021	HURLBERT CRAIG M.	PURCHASE	6.80	70.75K	481.44K	112.11K
Dec 03, 2021	FORST EDWARD C	PURCHASE	11.50	21.91K	251.99K	21.91K
Dec 03, 2021	VOSBURG B. DAVID	PURCHASE	6.45	1.16K	7.48K	1.21M
Dec 03, 2021	JOYNER TRAVIS M.	PURCHASE	6.73	23.01K	154.76K	23.01K
Dec 02, 2021	SCHWAB CHARLES R.	PURCHASE	6.41	1K	6.41K	616.83K
Dec 02, 2021	HURLBERT CRAIG M.	PURCHASE	6.86	41.35K	283.57K	41.35K
Dec 02, 2021	NORDBY MATTHEW	PURCHASE	7.02	7K	49.13K	7K
Dec 02, 2021	VALIASEK KATHLEEN	PURCHASE	6.35	15.75K	100K	1.57M
Dec 02, 2021	HILBERG GARY	PURCHASE	6.87	5K	34.34K	455.65K
Dec 02, 2021	MCKINNEY MARK ALAN	PURCHASE	6.67	46.46K	310.09K	543.42K
Nov 19, 2021	FORST EDWARD C	PURCHASE	0.00	374.49K	-	374.49K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES8K8

NET SHARES-8K8

SHARES HELD833.64K8

% NET SHARES-100.96%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares0.29

Short Percent Of Float0.48

Shares Outstanding21.71M

Shares Float4.64M

Shares Short63.73K

Short Ratio3.13

0.48%

Short % of Float

0.29%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

81.38% Percentage of Shares held by All Insiders

3.85% Percentage of Shares held by All Institutions

20.66% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.25%	56.71K	121.35K	56.71K	+100.00%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	0	-	-3.83K	-100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	0	-	-192	-100.00%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0%	257	550	0	0
Dec 31, 2025	FINANCIALLY SPEAKING INC	0%	1K	2.14K	1K	+100.00%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.07%	16.54K	35.39K	0	0
Dec 31, 2025	DELOS WEALTH ADVISORS, LLC	0%	220	471	0	0
Dec 31, 2025	NORTHERN TRUST CORP	0.06%	14.39K	30.79K	0	0
Dec 31, 2025	FMR LLC	0.53%	118.99K	254.65K	0	0
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.95%	213.04K	455.9K	-1.2K	-0.56%
Dec 31, 2025	BLACKROCK, INC.	0.12%	27.51K	58.87K	0	0
Dec 31, 2025	WALLEYE CAPITAL LLC	1.44%	322.83K	517	322.83K	+100.00%
Dec 31, 2025	BARCLAYS PLC	0%	0	-	-52	-100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1	2	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	45	96	4	+9.76%
Dec 31, 2025	MORGAN STANLEY	0%	385	824	0	0
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0%	461	987	0	0
Dec 31, 2025	OUTFITTER FINANCIAL LLC	0.13%	30.29K	64.82K	15.1K	+99.39%
Dec 31, 2025	PINNACLE ASSOCIATES LTD	0.14%	30.85K	66.01K	0	0
Dec 31, 2025	STATE STREET CORP	0.15%	33.98K	72.72K	0	0
Dec 31, 2025	BBR PARTNERS, LLC	0.87%	194.7K	416.65K	0	0
Dec 31, 2025	VANGUARD GROUP INC	0.93%	208.74K	446.71K	0	0
Dec 31, 2025	CITIGROUP INC	0%	1	2	-60	-98.36%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	42	90	42	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0%	48	102	27	+128.57%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	264	565	0	0
Dec 31, 2025	WALLEYE TRADING LLC	0.1%	23.36K	37	23.36K	+100.00%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.18%	41.08K	87.94K	0	0
Sep 30, 2025	OUTFITTER FINANCIAL LLC	0%	15.19K	45.42K	15.19K	+100.00%
Sep 30, 2025	BLACKROCK, INC.	0%	27.51K	82.26K	0	0
Sep 30, 2025	PINNACLE ASSOCIATES LTD	0%	30.85K	92.23K	0	0
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0%	41.08K	122.87K	4.23K	+11.49%
Sep 30, 2025	FMR LLC	0%	118.99K	355.79K	0	0
Sep 30, 2025	BBR PARTNERS, LLC	0%	194.7K	582.14K	0	0
Sep 30, 2025	VANGUARD GROUP INC	0%	208.74K	624.14K	24.6K	+13.36%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0%	214.23K	640.56K	0	0
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-2.42K	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-153	-100.00%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0%	192	575	0	0
Sep 30, 2025	UBS GROUP AG	0%	0	-	-16.99K	-100.00%
Sep 30, 2025	MORGAN STANLEY	0%	385	1.15K	-2.1K	-84.53%
Sep 30, 2025	NORTHERN TRUST CORP	0%	14.39K	43.02K	14.39K	+100.00%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0%	16.54K	49.45K	0	0
Sep 30, 2025	STATE STREET CORP	0%	33.98K	101.6K	33.98K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	21	63	1	+5.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	41	123	-25	-37.88%
Sep 30, 2025	BARCLAYS PLC	0%	52	155	52	+100.00%
Sep 30, 2025	CITIGROUP INC	0%	61	182	61	+100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	257	768	-5	-1.91%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	264	789	-15	-5.38%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0%	461	1.38K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	3.83K	11.46K	17	+0.45%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1	2	0	0
Sep 30, 2025	DELOS WEALTH ADVISORS, LLC	0%	220	658	220	+100.00%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0%	36.85K	86.25K	945	+2.63%
Jun 30, 2025	BBR PARTNERS, LLC	0%	194.7K	455.59K	165.4K	+564.65%
Jun 30, 2025	FMR LLC	0%	118.99K	278.44K	0	0
Jun 30, 2025	PINNACLE ASSOCIATES LTD	0%	30.85K	72.18K	0	0
Jun 30, 2025	BLACKROCK, INC.	0%	27.51K	64.37K	0	0
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	2.42K	5.66K	1.3K	+117.16%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	279	653	0	0
Jun 30, 2025		0%	262	613	5	+1.95%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	153	358	153	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	66	154	26	+65.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	20	46	0	0
Jun 30, 2025	VANGUARD GROUP INC	0%	184.14K	430.89K	0	0
Jun 30, 2025	UBS GROUP AG	0%	16.99K	39.75K	16.69K	+5,736.77%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0%	16.54K	38.7K	0	0
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0%	461	1.08K	0	0
Jun 30, 2025	MAIN STREET RESEARCH LLC	0%	0	-	-46.39K	-100.00%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	3.82K	8.93K	3.82K	+100.00%
Jun 30, 2025	MORGAN STANLEY	0%	2.49K	5.82K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	192	450	0	0
Jun 30, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0%	0	-	-48.83K	-100.00%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0%	214.23K	501.31K	0	0
Jun 30, 2025	SBI SECURITIES CO., LTD.	0%	262	613	5	+1.95%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1	2	1	+100.00%
Mar 31, 2025	MORGAN STANLEY	0.03%	2.49K	5.13K	0	0
Mar 31, 2025	UBS GROUP AG	0%	291	599	-3.33K	-91.97%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	279	575	0	0
Mar 31, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.55%	48.83K	100.58K	0	0
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	1.11K	2.29K	-1.02K	-47.70%
Mar 31, 2025		0%	257	529	100	+63.69%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0%	192	417	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	40	82	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0%	20	42	-1	-4.76%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-115	-100.00%
Mar 31, 2025	WALLEYE TRADING LLC	0%	0	-	-24K	-100.00%
Mar 31, 2025	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0%	0	-	-12.3K	-100.00%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	2.43%	214.23K	441.32K	0	0
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.01%	461	950	0	0
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.19%	16.54K	34.07K	0	0
Mar 31, 2025	BBR PARTNERS, LLC	0.33%	29.29K	60.34K	0	0
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.41%	35.91K	73.99K	-1.59K	-4.23%
Mar 31, 2025	MAIN STREET RESEARCH LLC	0.53%	46.39K	95.57K	0	0
Mar 31, 2025	PINNACLE ASSOCIATES LTD	0.35%	30.85K	63.54K	30.85K	+100.00%
Mar 31, 2025	BLACKROCK, INC.	0.31%	27.51K	56.67K	0	0
Mar 31, 2025	VANGUARD GROUP INC	2.09%	184.14K	379.33K	0	0
Mar 31, 2025	FMR LLC	1.35%	118.99K	245.13K	0	0
Mar 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.01%	5.45K	4K	153	+2.89%
Mar 31, 2023	CREATIVE PLANNING	0.01%	10K	7.97K	0	0
Mar 31, 2023	UBS GROUP AG	0.02%	20.98K	16.72K	8.5K	+68.11%
Mar 31, 2023	NORTHERN TRUST CORP	0.49%	495.57K	395.02K	-25.71K	-4.93%
Mar 31, 2023	BANK OF AMERICA CORP /DE/	0.03%	28.16K	22.44K	-14.76K	-34.39%
Mar 31, 2023	INVESCO LTD.	0.03%	28.47K	22.7K	7.2K	+33.85%
Mar 31, 2023	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	28.89K	23.03K	16.11K	+126.00%
Mar 31, 2023	BARCLAYS PLC	0.03%	32.24K	26K	14.86K	+85.57%
Mar 31, 2023	DEUTSCHE BANK AG\	0.04%	43.89K	34.98K	12.04K	+37.79%
Mar 31, 2023	RHUMBLINE ADVISERS	0.05%	47.14K	38K	3.51K	+8.05%
Mar 31, 2023	JPMORGAN CHASE & CO	0.05%	49.67K	40K	13.09K	+35.77%
Mar 31, 2023	GROUP ONE TRADING, L.P.	0.05%	50.46K	40.22K	50.46K	+100.00%
Mar 31, 2023	PINNACLE ASSOCIATES LTD	0.06%	61K	48.62K	0	0
Mar 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.07%	66.53K	53.03K	4.4K	+7.08%
Mar 31, 2023	MORGAN STANLEY	0.07%	69.87K	55.7K	28.02K	+66.95%
Mar 31, 2023	ALLIANZ ASSET MANAGEMENT GMBH	0.07%	70K	55.8K	70K	+100.00%
Mar 31, 2023	OASIS MANAGEMENT CO LTD.	0.07%	71.56K	57.04K	0	0
Mar 31, 2023	PALOMA PARTNERS MANAGEMENT CO	0.07%	72.83K	58.05K	0	0
Mar 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.14%	145.05K	115.62K	-14.73K	-9.22%
Mar 31, 2023	BANK OF NEW YORK MELLON CORP	0.16%	162.54K	129.56K	-4.35K	-2.61%
Mar 31, 2023	ALYESKA INVESTMENT GROUP, L.P.	0.18%	183.22K	146.04K	57.42K	+45.65%
Mar 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.3%	300K	239.13K	300K	+100.00%
Mar 31, 2023	VAN ECK ASSOCIATES CORP	0.01%	5.55K	4K	1.39K	+33.33%
Mar 31, 2023	STIFEL FINANCIAL CORP	0.01%	10K	7.97K	10K	+100.00%
Mar 31, 2023	BARBER FINANCIAL GROUP, INC.	0.01%	10.15K	8.09K	0	0
Mar 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.01%	14.1K	11K	14.1K	+100.00%
Mar 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.02%	16.16K	12.88K	0	0
Mar 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.02%	18K	14K	-3K	-14.28%
Mar 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	20.16K	10.96K	1K	+5.22%
Mar 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	20.4K	16K	10.47K	+105.47%
Mar 31, 2023	VANGUARD GROUP INC	1.91%	1.92M	1.53M	220.7K	+12.99%
Mar 31, 2023	STATE STREET CORP	0.56%	566.58K	451.62K	870	+0.15%
Mar 31, 2023	BLACKROCK INC.	3.41%	3.43M	2.73M	405.88K	+13.42%
Mar 31, 2023	BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	4.66%	4.68M	3.73M	355.86K	+8.23%
Mar 31, 2023	ROYAL BANK OF CANADA	0.01%	5.66K	5K	-4.5K	-44.29%
Mar 31, 2023	LEGAL & GENERAL GROUP PLC	0.01%	7.89K	6.29K	0	0
Mar 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.01%	10.07K	9K	0	0
Mar 31, 2023	AMALGAMATED BANK	0.01%	10.26K	8K	407	+4.13%
Mar 31, 2023	WELLS FARGO & COMPANY/MN	0.01%	13.88K	11.06K	12.18K	+716.24%
Mar 31, 2023	GOLDMAN SACHS GROUP INC	0.02%	17.27K	13.77K	5.28K	+44.05%
Mar 31, 2023	SG AMERICAS SECURITIES, LLC	0.03%	27.26K	22K	27.26K	+100.00%
Mar 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.85%	849.9K	677.46K	19.6K	+2.36%
Mar 31, 2023	ALLWORTH FINANCIAL LP	0%	2.5K	1.99K	0	0
Mar 31, 2023	SHEETS SMITH WEALTH MANAGEMENT	0.01%	15K	11.96K	-4.5K	-23.08%
Mar 31, 2023	AMERICAN INTERNATIONAL GROUP, INC.	0.03%	31.22K	24.89K	620	+2.03%
Mar 31, 2023	BBR PARTNERS, LLC	0.38%	380.81K	303.51K	380.81K	+100.00%
Mar 31, 2023	PENSERRA CAPITAL MANAGEMENT LLC	0.03%	27.58K	21K	10.98K	+66.14%
Mar 31, 2023	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.33%	332.61K	265.12K	285.61K	+607.68%
Mar 31, 2023	MAIN STREET RESEARCH LLC	0.6%	603.13K	480.76K	0	0
Mar 31, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.02%	24.05K	19.17K	-1.77K	-6.87%
Mar 31, 2023	FMR LLC	6.13%	6.16M	4.91M	-1.18M	-16.05%

Insiders

Insiders	Designation	Shares Held
MCKINNEY MARK ALAN	Chief Operating Officer	1.53M
COOK BRIAN C.	President	1.05M
HILBERG GARY	Chief Sustainability Officer	457.65K
VALIASEK KATHLEEN	President and CFO	446.16K
MCCANDLESS MARGARET	General Counsel & Secretary	348.21K
HURLBERT CRAIG M.	Chief Executive Officer	314.82K
FABREGA ANNA M.	Chief Executive Officer	231.63K
VOSBURG B. DAVID	Chief Innovation Officer	106.02K
NORDBY MATTHEW	director	100.71K
SCHWAB CHARLES R JR.	director	70.86K
JOYNER TRAVIS M.	Chief Technology Officer	59.64K
FORST EDWARD C	director	46.5K
NELSON MARK JOSEPH	director	33.17K
CARR-SMITH JENNIFER	director	14.88K
SCHWAB CHARLES R.	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jan 07, 2026	NORDBY MATTHEW	SALE	2.22	1K	2.22K	100.71K
Dec 31, 2025	NORDBY MATTHEW	SALE	2.14	1K	2.14K	101.71K
Dec 24, 2025	NORDBY MATTHEW	SALE	2.19	1K	2.19K	102.71K
Dec 17, 2025	NORDBY MATTHEW	SALE	2.42	1K	2.42K	103.71K
Dec 10, 2025	NORDBY MATTHEW	SALE	2.55	1K	2.55K	104.71K
Dec 03, 2025	NORDBY MATTHEW	SALE	2.38	1K	2.38K	105.71K
Nov 26, 2025	NORDBY MATTHEW	SALE	2.38	1K	2.38K	106.71K
Nov 19, 2025	NORDBY MATTHEW	SALE	2.39	1K	2.39K	107.71K
Aug 01, 2025	SCHWAB CHARLES R.	PURCHASE	2.50	0	-	0
Mar 31, 2025	SCHWAB CHARLES R JR.	PURCHASE	2.00	70.86K	141.73K	70.86K
Mar 31, 2025	SCHWAB CHARLES R.	PURCHASE	2.00	1.7M	3.4M	1.7M
Dec 20, 2024	JOYNER TRAVIS M.	PURCHASE	1.86	500	927.85	59.64K
Dec 19, 2024	JOYNER TRAVIS M.	PURCHASE	1.79	2.85K	5.11K	59.14K
Dec 19, 2024	VALIASEK KATHLEEN	PURCHASE	1.79	1.35K	2.42K	446.16K
Dec 19, 2024	HURLBERT CRAIG M.	PURCHASE	1.81	3.25K	5.89K	314.82K
Dec 18, 2024	VALIASEK KATHLEEN	PURCHASE	2.01	600	1.21K	444.81K
Dec 17, 2024	VALIASEK KATHLEEN	PURCHASE	2.20	300	659.01	444.21K
Dec 17, 2024	CARR-SMITH JENNIFER	SALE	1.48	21.24K	31.43K	14.88K
Dec 16, 2024	VALIASEK KATHLEEN	PURCHASE	1.94	2.1K	4.07K	443.91K
Dec 16, 2024	JOYNER TRAVIS M.	PURCHASE	1.96	3.25K	6.36K	56.29K
Dec 16, 2024	HURLBERT CRAIG M.	PURCHASE	1.98	2.75K	5.44K	311.57K
Dec 13, 2024	JOYNER TRAVIS M.	PURCHASE	1.25	2.75K	3.44K	53.04K
Dec 13, 2024	VALIASEK KATHLEEN	PURCHASE	1.28	4.4K	5.62K	441.81K
Jun 25, 2024	NELSON MARK JOSEPH	SALE	2.68	8.41K	22.53K	33.17K
Jun 24, 2024	NELSON MARK JOSEPH	SALE	2.89	3.7K	10.66K	41.57K
Apr 15, 2024	NELSON MARK JOSEPH	SALE	2.31	660	1.53K	30.39K
Mar 13, 2024	NELSON MARK JOSEPH	SALE	2.59	447	1.16K	31.05K
Nov 13, 2023	VALIASEK KATHLEEN	PURCHASE	3.17	800	2.54K	273.69K
Nov 10, 2023	VALIASEK KATHLEEN	PURCHASE	2.82	700	1.97K	272.89K
Nov 09, 2023	VOSBURG B. DAVID	SALE	3.88	4.25K	16.47K	106.02K
Nov 06, 2023	VALIASEK KATHLEEN	PURCHASE	2.81	1K	2.81K	272.19K
Nov 03, 2023	VALIASEK KATHLEEN	PURCHASE	2.60	1K	2.6K	271.19K
Nov 02, 2023	VALIASEK KATHLEEN	PURCHASE	2.43	4K	9.74K	270.19K
Nov 02, 2023	JOYNER TRAVIS M.	PURCHASE	2.37	4.22K	10K	35.8K
Nov 01, 2023	FABREGA ANNA M.	PURCHASE	1.86	1.29K	2.4K	231.63K
Nov 01, 2023	NORDBY MATTHEW	PURCHASE	1.85	1.25K	2.31K	50.08K
Nov 01, 2023	FORST EDWARD C	PURCHASE	1.78	10K	17.8K	46.5K
Nov 01, 2023	VALIASEK KATHLEEN	PURCHASE	1.99	2.65K	5.27K	266.19K
Nov 01, 2023	JOYNER TRAVIS M.	PURCHASE	1.89	5.3K	10K	31.58K
Oct 31, 2023	HURLBERT CRAIG M.	PURCHASE	1.34	51.4K	68.97K	205K
Oct 31, 2023	FABREGA ANNA M.	PURCHASE	1.33	18.8K	24.98K	230.34K
Oct 31, 2023	JOYNER TRAVIS M.	PURCHASE	1.29	23.21K	30K	26.28K
Oct 31, 2023	VALIASEK KATHLEEN	PURCHASE	1.38	7K	9.63K	263.54K
Oct 13, 2023	NELSON MARK JOSEPH	SALE	1.54	714	1.1K	31.5K
Jul 13, 2023	NELSON MARK JOSEPH	SALE	3.07	705	2.16K	32.21K
Jun 20, 2023	NELSON MARK JOSEPH	SALE	4.05	1.29K	5.24K	11.68K
Apr 13, 2023	NELSON MARK JOSEPH	SALE	0.51	10.13K	5.21K	168.61K
Apr 05, 2023	VALIASEK KATHLEEN	SALE	0.51	43.33K	22.01K	3.46M
Apr 05, 2023	COOK BRIAN C.	SALE	0.51	43.33K	22.01K	1.05M
Apr 05, 2023	MCCANDLESS MARGARET	SALE	0.51	23.83K	12.11K	348.21K
Apr 05, 2023	VOSBURG B. DAVID	SALE	0.51	26K	13.21K	1.44M
Apr 04, 2023	VOSBURG B. DAVID	SALE	0.58	10.13K	5.88K	1.46M
Apr 04, 2023	MCCANDLESS MARGARET	SALE	0.58	9.28K	5.39K	372.04K
Apr 04, 2023	VALIASEK KATHLEEN	SALE	0.58	16.88K	9.8K	3.51M
Apr 04, 2023	COOK BRIAN C.	SALE	0.58	16.88K	9.8K	1.09M
Apr 03, 2023	MCCANDLESS MARGARET	SALE	0.66	10.07K	6.69K	381.32K
Apr 03, 2023	COOK BRIAN C.	SALE	0.66	18.31K	12.17K	1.11M
Apr 03, 2023	VOSBURG B. DAVID	SALE	0.66	10.98K	7.3K	1.47M
Apr 03, 2023	VALIASEK KATHLEEN	SALE	0.66	18.31K	12.17K	3.52M
Mar 02, 2023	MCCANDLESS MARGARET	SALE	0.63	3.61K	2.27K	391.39K
Jan 13, 2023	NELSON MARK JOSEPH	SALE	1.15	9.42K	10.79K	178.74K
Dec 06, 2022	VOSBURG B. DAVID	SALE	2.25	7.5K	16.84K	1.18M
Dec 05, 2022	VOSBURG B. DAVID	SALE	2.25	15K	33.78K	1.19M
Oct 21, 2022	SCHWAB CHARLES R.	PURCHASE	2.50	600K	1.5M	3.04M
Oct 13, 2022	NELSON MARK JOSEPH	SALE	2.76	9.7K	26.74K	188.16K
Sep 02, 2022	MCKINNEY MARK ALAN	SALE	3.60	15.28K	54.95K	1.53M
Aug 25, 2022	JOYNER TRAVIS M.	SALE	4.02	39.39K	158.24K	16.04M
Aug 25, 2022	HURLBERT CRAIG M.	SALE	4.00	15.91K	63.67K	17.85M
Aug 22, 2022	JOYNER TRAVIS M.	SALE	4.00	5K	20K	16.1M
Aug 22, 2022	HURLBERT CRAIG M.	SALE	4.00	18.22K	72.9K	17.91M
Jul 20, 2022	HURLBERT CRAIG M.	SALE	4.00	500	2K	17.93M
Jul 20, 2022	JOYNER TRAVIS M.	SALE	4.00	3.96K	15.83K	16.1M
Jul 15, 2022	HURLBERT CRAIG M.	SALE	4.04	1.43K	5.76K	17.94M
Jul 15, 2022	JOYNER TRAVIS M.	SALE	4.04	1.43K	5.76K	16.11M
Jul 13, 2022	NELSON MARK JOSEPH	SALE	3.79	9.28K	35.15K	197.86K
Jan 04, 2022	SCHWAB CHARLES R.	PURCHASE	7.23	10K	72.26K	626.83K
Dec 07, 2021	JOYNER TRAVIS M.	PURCHASE	6.55	5.47K	35.81K	41.97K
Dec 07, 2021	HILBERG GARY	PURCHASE	6.90	2K	13.8K	457.65K
Dec 06, 2021	JOYNER TRAVIS M.	PURCHASE	6.96	13.5K	93.99K	36.51K
Dec 03, 2021	HURLBERT CRAIG M.	PURCHASE	6.80	70.75K	481.44K	112.11K
Dec 03, 2021	FORST EDWARD C	PURCHASE	11.50	21.91K	251.99K	21.91K
Dec 03, 2021	VOSBURG B. DAVID	PURCHASE	6.45	1.16K	7.48K	1.21M
Dec 03, 2021	JOYNER TRAVIS M.	PURCHASE	6.73	23.01K	154.76K	23.01K
Dec 02, 2021	SCHWAB CHARLES R.	PURCHASE	6.41	1K	6.41K	616.83K
Dec 02, 2021	HURLBERT CRAIG M.	PURCHASE	6.86	41.35K	283.57K	41.35K
Dec 02, 2021	NORDBY MATTHEW	PURCHASE	7.02	7K	49.13K	7K
Dec 02, 2021	VALIASEK KATHLEEN	PURCHASE	6.35	15.75K	100K	1.57M
Dec 02, 2021	HILBERG GARY	PURCHASE	6.87	5K	34.34K	455.65K
Dec 02, 2021	MCKINNEY MARK ALAN	PURCHASE	6.67	46.46K	310.09K	543.42K
Nov 19, 2021	FORST EDWARD C	PURCHASE	0.00	374.49K	-	374.49K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES8K8

NET SHARES-8K8

SHARES HELD833.64K8

% NET SHARES-100.96%0%

LOCL Stock Ownership Breakdown

Local Bounti

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions