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EdgarHawk

SCHULTZ ALEX P

Director

Director
4 filings analyzed · 1 company · Latest 2025-05-22

Companies

Company Buys Sells Direction
LINDBLAD EXPEDITIONS HOLDINGS, INC. LIND 8 0 Net buying

Activity

May 2025
Buy
27,553 shares
$282,469
Significance 8/10

Director Schultz buys 27,553 shares at $10.25 avg; 5th consecutive LIND buy with 3 of 3 prior measurable trades +30%+ at 90 days

Alex P. Schultz, Director at Lindblad Expeditions, executed 2 separate purchases totaling 27,553 shares for $282,468.86 at a blended average price of $10.25 on 2025-05-20 and 2025-05-21, increasing his post-transaction holdings to 329,607 shares (+9.1% vs pre-transaction). This marks his fifth consecutive open-market buy at LIND within the past year. His prior same-ticker trades at this company show a striking timing pattern: 3 of 3 measurable historical buys delivered 90-day returns of +32.1%, +33.5%, and +38.4%, with all meeting the well-timed criterion. His two most recent LIND purchases (2025-04-21 and 2025-04-22) showed strong 30-day returns of +24.9% and +21.3% respectively. The current stock price of $10.07 is -27.3% from the 52-week high of $13.86 but +21.2% over the past 30 days, placing this purchase within a recovery window after a 90-day decline of -9.4%. Lindblad's fundamentals show recent quarterly revenue of $179,721,000.00 with net income of $1,161,000.00 and annual revenue growth of +13.2%, though the company was unprofitable over its most recent full fiscal year, suggesting a turnaround-in-progress narrative that may align with the director's repeated accumulation pattern.

April 2025
Buy
55,106 shares
$445,245
Significance 8/10

Director Schultz purchases 55.1K shares in 2 transactions ($445.2K) at $7.97–$8.30; holdings rise 22.3% to 302.1K.

Director Alex P. Schultz executed two purchases totaling 55,106 shares for $445,244.77 at an average price of $8.08 per share, increasing his holdings by 22.3% to 302,054 shares. This occurs as LIND trades at $8.31 (current), down 40.0% from its 52-week high of $13.86 and down 27.4% over the past 90 days, while the company reported annual revenue growth of 13.2% and posted $22.5M in net income last quarter despite being unprofitable on a full-year basis. Notably, Schultz's prior 5 purchases at LIND were all well-timed at the 90-day mark, with returns ranging from +25.3% to +42.2%, establishing a pattern of favorable entry points at this ticker. The combination of large share accumulation, sub-$8.31 entry prices during a near-40% drawdown from the 52-week high, and the insider's established track record of successful timing at LIND presents a material signal worthy of investor scrutiny into the company's forward fundamentals and competitive position.

August 2024
Buy
37,586 shares
$275,292
Significance 5/10

Director Alex P Schultz buys 37,586 shares at $7.32 avg; stock down -21.2% in 30 days and -36.2% from 52-week high

Director Alex P Schultz purchased 37,586 shares across 2 separate transactions totaling $275,291.70 at a blended average price of $7.32, increasing his holdings by 19.3%. The timing of these purchases is notable: they occurred as the stock traded 21.2% below its 30-day average and 36.2% below its 52-week high of $11.39. His prior trades at LIND show strong near-term performance (30-day returns of +38.4%, +42.2%, +25.3%, +25.3%), but the company remains unprofitable with a net loss of $3,979,000.00 in its latest quarter, despite robust revenue growth of 35.1% year-over-year. The purchase pattern—substantial accumulation during price weakness—warrants investor attention to whether management views current valuations as compelling or whether operational challenges (reflected in ongoing losses) present risk.

June 2024
Buy
34,470 shares
$261,724
Significance 4/10

Director Schultz buys 34,470 shares of LIND for $261,724.17 across two trades; stock down 36.0% from 52-week high

Alex P Schultz, a director, executed two separate purchases totaling 34,470 shares for $261,724.17 on 2024-06-20 and 2024-06-21 at blended average price $7.59, increasing his holdings from 160,245 to 194,715 shares (+21.5%). The purchases occurred as LIND's stock trades -36.0% from its 52-week high of $11.82 and -10.5% over the prior 30 days. Schultz's prior trades at LIND show mixed outcomes: recent May purchases logged -6.8%, -0.6%, and +0.4% 30-day returns, with no measurable 90-day outcomes yet. The company reported $-4.0M net income on $153.6M revenue last quarter despite +35.1% annual growth, indicating operational losses amid top-line expansion. Without knowledge of specific circumstances surrounding this filing (no scheduled-trading or private-placement flags provided), the transaction's timing relative to recent price weakness and the company's unprofitable status present mixed signals warranting close observation of subsequent outcomes.

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