LOCL · NYSE · Agricultural Farm Products

Local Bounti (LOCL)

Grows lettuce and herbs through a hybrid vertical-farm and greenhouse model.

$1.10
vs last close+0.02 (+1.85%)

13F · 13D/G · Form 4

Institutions4.62%1.08M shares
24 holders · as of Jun 30, 2026
Insiders22.09%5.17M shares
12 holders · as of Jul 2, 2026
Strategic holders0.75%174.4K shares
1 holder · as of Nov 9, 2021
Other72.54%16.96M shares
remainder

23.38M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
Craig M. Hurlbert1Insiderdirector, officer: Executive Chairman
7.20%1.68Mfiled Jul 2, 2026
Kathleen ValiasekInsiderofficer: President and CEO
6.52%1.52Mfiled Jul 2, 2026
Charles R. Jr. SchwabInsiderdirector
2.59%606,699filed Jun 12, 2026
Dane AlmassyInsiderofficer: Chief Commercial Officer
1.28%300,000filed Sep 3, 2025
Pamela BrewsterInsiderdirector
1.14%266,124filed Jun 12, 2026
Cresset Asset Management, LLCInstitution
0.91%213,036as of Jun 30, 2026
BBR Partners, LLCInstitution
0.83%194,696as of Jun 30, 2026
Vanguard Capital Management LLCInstitution
0.81%189,080as of Jun 30, 2026
Michael MolnarInsiderdirector
0.75%176,291filed Jun 12, 2026
Feis Equities LLCStrategic
0.75%174,449filed Nov 9, 2021
Matthew NordbyInsiderdirector
0.70%163,654filed Jun 12, 2026
Mark Joseph NelsonInsiderdirector
0.60%139,867filed Jun 12, 2026
Anthony HughesInsiderofficer: Interim CFO
0.51%120,270filed May 1, 2026
FMR LLCInstitution
0.51%118,993as of Jun 30, 2026
Margaret McCandlessInsiderofficer: General Counsel & Secretary
0.47%109,537filed May 1, 2026
Schwarz Dygos Wheeler Investment Advisors LLCInstitution
0.43%99,455as of Jun 30, 2026
Travis M. JoynerInsiderdirector, 10 percent owner, officer: Chief Technology Officer
0.26%59,637filed Dec 23, 2024
Geode Capital Management, LLCInstitution
0.20%45,715as of Jun 30, 2026
Outfitter Financial LLCInstitution
0.17%39,291as of Jun 30, 2026
State Street CorpInstitution
0.15%33,980as of Jun 30, 2026
Pinnacle Associates LtdInstitution
0.13%30,845as of Jun 30, 2026
BlackRock, Inc.Institution
0.12%27,510as of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.08%19,664as of Jun 30, 2026
Bridgeway Capital Management, LLCInstitution
0.07%16,538as of Jun 30, 2026
Ground Swell Capital, LLCInstitution
0.07%16,081as of Jun 30, 2026
  1. Craig M. Hurlbert's transaction reports restate only vehicles that traded; the 2026 ownership statement (1.68M) is used instead.

13F, as of Jun 30, 2026

24 holders · 1.08M shares · 5 new positions · 6 increased · 3 reduced · 5 closed

HolderShares% outstandingChg q/qFiled
Cresset Asset Management, LLC213.0K0.91%0Aug 14, 2026
BBR Partners, LLC194.7K0.83%0Aug 11, 2026
Vanguard Capital Management LLC189.1K0.81%0Aug 13, 2026
FMR LLC119.0K0.51%0Aug 13, 2026
Schwarz Dygos Wheeler Investment Advisors LLC99.5K0.43%+43.8KAug 7, 2026
Geode Capital Management, LLC45.7K0.20%−18.5KAug 12, 2026
Outfitter Financial LLC39.3K0.17%−2.5KAug 10, 2026
State Street Corp34.0K0.15%0Aug 7, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Charles R. Schwabincl. Michael Molnar, Live Oak Ventures, LLC +3 more84.40%29.42M13DAug 10, 2026
Craig M. Hurlbertincl. Wheat Wind Farms, LLC7.40%1.68M13DJul 2, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 7, 2026
Charles R. Schwab10 percent owner
Purchase · 2 lots1,000,000$0.12501,000,000
Jul 2, 2026
Kathleen Valiasekofficer: President and CEO
Sale118,720$1.301,524,860
Apr 1, 2026
Kathleen Valiasekofficer: President and CEO
Sale200,000$1.161,443,580
Apr 1, 2026
Craig M. Hurlbertdirector, officer: Executive Chairman
Sale100,000$1.16814,803
Mar 13, 2026
Charles R. Schwab10 percent owner
Purchase · 2 lots5,500,000$0.12505,500,000
Jan 7, 2026
Matthew Nordbydirector
Sale1,000$2.22100,705
Dec 31, 2025
Matthew Nordbydirector
Sale1,000$2.14101,705
Dec 24, 2025
Matthew Nordbydirector
Sale1,000$2.19102,705
Dec 17, 2025
Matthew Nordbydirector
Sale1,000$2.42103,705
Dec 10, 2025
Matthew Nordbydirector
Sale1,000$2.55104,705

House and Senate disclosures

Not reported.