LOCLNYSEAgricultural Production-CropsFiscal year ends December 31Also trades as LOCLW
Local Bounti Corporation/DE
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 12, 2026
$0.95+0.02 (+1.67%)
Close on Oct 19, 2026
- Market cap
- $27.63M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
1M
Shares held, 13F filers
Institutional holders
24
5 new, 5 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 11 sales
Net sold $521.01K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Charles R. Schwab | 29,424,092 | 84.40% | 13D (active) amendment | Aug 7, 2026 |
| Craig M. Hurlbert | 1,683,923 | 7.40% | 13D (active) amendment | Jul 2, 2026 |
| Travis M. Joyner | 1,321,817 | 16.10% | 13D (active) amendment | Oct 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LOCL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 213,036 | – | $274.82K | – | 0.00% |
| Bbr Partners, LLC | 194,696 | – | $251.16K | – | 0.01% |
| Vanguard Capital Management LLC | 189,080 | – | $243.91K | – | 0.00% |
| FMR LLC | 118,993 | – | $153.50K | – | 0.00% |
| Schwarz Dygos Wheeler Investment Advisors LLC | 99,455 | – | $128.30K | +43,750 | 0.02% |
| Geode Capital Management, LLC | 45,715 | – | $58.99K | −18,525 | 0.00% |
| Outfitter Financial LLC | 39,291 | – | $50.69K | −2,500 | 0.04% |
| State Street Corp | 33,980 | – | $43.83K | – | 0.00% |
| Pinnacle Associates Ltd | 30,845 | – | $39.79K | – | 0.00% |
| BlackRock, Inc. | 27,510 | – | $35.49K | – | 0.00% |
| Vanguard Fiduciary Trust Co | 19,664 | – | $25.37K | – | 0.00% |
| Bridgeway Capital Management, LLC | 16,538 | – | $21.33K | – | 0.00% |
| Ground Swell Capital, LLC | 16,081 | – | $20.74K | New | 0.02% |
| XTX Topco Ltd | 13,856 | – | $17.87K | New | 0.00% |
| Global Retirement Partners, LLC | 6,641 | – | $8.57K | New | 0.00% |
| Tower Research Capital LLC (TRC) | 5,051 | – | $6.52K | New | 0.00% |
| UBS Group AG | 4,249 | – | $5.48K | New | 0.00% |
| Jones Financial Companies Lllp | 3,767 | – | $5.16K | −500 | 0.00% |
| Financially Speaking Inc | 1,000 | – | $1.16K | – | 0.01% |
| Morgan Stanley | 385 | – | $496 | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | 1M | 5 / 1 | 3 / 5 | 0M | 0M |
| Q1 2026 | 24 | 1M | 5 / 2 | 2 / 5 | 0M | 0M |
| Q4 2025 | 25 | 1M | 5 / 3 | 2 / 3 | 0M | 0M |
| Q3 2025 | 23 | 1M | 6 / 4 | 4 / 3 | 0M | 0M |
| Q2 2025 | 20 | 1M | 3 / 6 | 0 / 2 | 0M | 0M |
| Q1 2025 | 19 | 1M | 1 / 1 | 4 / 3 | 0M | 0M |
| Q4 2024 | 22 | 1M | 4 / 3 | 6 / 0 | 0M | 0M |
| Q3 2024 | 18 | 1M | 3 / 2 | 4 / 2 | 0M | 0M |
| Q2 2024 | 18 | 1M | 0 / 3 | 6 / 2 | 0M | 0M |
| Q1 2024 | 20 | 1M | 1 / 5 | 5 / 2 | 0M | 0M |
| Q4 2023 | 21 | 1M | 2 / 8 | 2 / 6 | 0M | 0M |
| Q3 2023 | 25 | 1M | 3 / 4 | 9 / 9 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LOCL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 127,432 | – | $164.39K | 0.00% | Jun 30, 2026 |
| Select Technology Portfolio | 118,993 | – | $205.86K | 0.00% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 61,648 | – | $79.53K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 26,226 | – | $45.37K | 0.00% | May 31, 2026 |
| Ultra-Small Company Market Fund | 16,538 | – | $21.33K | 0.01% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 6,334 | – | $10.96K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 5,099 | – | $8.82K | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Craig M. Hurlbert | Executive Chairman, Director | 2,067,189 | May 1, 2026 |
| Travis M. Joyner | Chief Technology Officer, Director, 10% owner | 1,285,010 | Dec 23, 2024 |
| Kathleen Valiasek | President and CEO | 1,524,860 | Jul 2, 2026 |
| Anthony Hughes | Interim CFO | 120,270 | May 1, 2026 |
| Margaret McCandless | General Counsel & Secretary | 109,537 | May 1, 2026 |
| Dane Almassy | Chief Commercial Officer | 300,000 | Sep 3, 2025 |
| Pamela Brewster | Director | 266,124 | Jun 12, 2026 |
| Mark Joseph Nelson | Director | 139,867 | Jun 12, 2026 |
| Matthew Nordby | Director | 163,654 | Jun 12, 2026 |
| Michael Molnar | Director | 176,291 | Jun 12, 2026 |
| Charles R. Schwab Jr. | Director | 606,699 | Jun 12, 2026 |
| Jennifer Carr-Smith | Director | 14,880 | Jan 24, 2025 |
| Charles R. Schwab | 10% owner | 12,271,354 | Aug 10, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kathleen Valiasek President and CEO | Jul 2, 2026 | Sale | −118,720 | $1.30 | $154.34K | 1,524,860 |
| Pamela Brewster Director | Jun 10, 2026 | Award | +62,949 | – | – | 266,124 |
| Mark Joseph Nelson Director | Jun 10, 2026 | Award | +62,949 | – | – | 139,867 |
| Matthew Nordby Director | Jun 10, 2026 | Award | +62,949 | – | – | 163,654 |
| Charles R. Schwab Jr. Director | Jun 10, 2026 | Award | +62,949 | – | – | 606,699 |
| Michael Molnar Director | Jun 10, 2026 | Award | +62,949 | – | – | 176,291 |
| Margaret McCandless General Counsel & Secretary | May 1, 2026 | Award | +40,000 | – | – | 109,537 |
| Kathleen Valiasek President and CEO | May 1, 2026 | Award | +200,000 | – | – | 1,643,580 |
| Anthony Hughes Interim CFO | May 1, 2026 | Award | +60,000 | – | – | 120,270 |
| Craig M. Hurlbert Executive Chairman, Director | May 1, 2026 | Award | +75,000 | – | – | 889,803 |
| Anthony Hughes Interim CFO | Apr 1, 2026 | Tax withholding | −23,064 | $1.63 | $37.59K | 60,270 |
| Craig M. Hurlbert Executive Chairman, Director | Apr 1, 2026 | Sale | −100,000 | $1.16 | $116.00K | 814,803 |
| Kathleen Valiasek President and CEO | Apr 1, 2026 | Sale | −200,000 | $1.16 | $232.00K | 1,443,580 |
| Margaret McCandless General Counsel & Secretary | Mar 1, 2026 | Tax withholding | −5,393 | $1.52 | $8.20K | 69,537 |
| Margaret McCandless General Counsel & Secretary | Feb 1, 2026 | Tax withholding | −2,874 | $2.10 | $6.04K | 74,930 |
| Matthew Nordby Director | Jan 7, 2026 | Sale(10b5-1 plan) | −1,000 | $2.22 | $2.22K | 100,705 |
| Matthew Nordby Director | Dec 31, 2025 | Sale(10b5-1 plan) | −1,000 | $2.14 | $2.14K | 101,705 |
| Matthew Nordby Director | Dec 24, 2025 | Sale(10b5-1 plan) | −1,000 | $2.19 | $2.19K | 102,705 |
| Matthew Nordby Director | Dec 17, 2025 | Sale(10b5-1 plan) | −1,000 | $2.42 | $2.42K | 103,705 |
| Matthew Nordby Director | Dec 10, 2025 | Sale(10b5-1 plan) | −1,000 | $2.55 | $2.55K | 104,705 |
| Matthew Nordby Director | Dec 3, 2025 | Sale(10b5-1 plan) | −1,000 | $2.38 | $2.38K | 105,705 |
| Matthew Nordby Director | Nov 26, 2025 | Sale(10b5-1 plan) | −1,000 | $2.38 | $2.38K | 106,705 |
| Matthew Nordby Director | Nov 19, 2025 | Sale(10b5-1 plan) | −1,000 | $2.39 | $2.39K | 107,705 |
| Kathleen Valiasek President, CEO and CFO | Oct 1, 2025 | Tax withholding | −84,517 | $2.95 | $249.33K | 1,643,580 |
| Craig M. Hurlbert Executive Chairman, Director | Oct 1, 2025 | Tax withholding | −34,007 | $2.95 | $100.32K | 914,803 |
| Dane Almassy Chief Commercial Officer | Sep 1, 2025 | Award | +300,000 | – | – | 300,000 |
| Craig M. Hurlbert Executive Chairman, Director | Jul 1, 2025 | Tax withholding | −40,786 | $2.41 | $98.29K | 948,810 |
| Kathleen Valiasek President, CEO and CFO | Jul 1, 2025 | Tax withholding | −79,021 | $2.41 | $190.44K | 1,728,097 |
| Kathleen Valiasek President, CEO and CFO | Jun 24, 2025 | Tax withholding | −9,783 | $2.27 | $22.21K | 1,807,118 |
| Craig M. Hurlbert Executive Chairman, Director | Jun 13, 2025 | Award | +700,000 | – | – | 989,596 |
| Kathleen Valiasek President, CEO and CFO | Jun 13, 2025 | Award | +1,400,000 | – | – | 1,816,901 |
| Charles R. Schwab 10% owner | Jun 11, 2025 | Conversion | +10,299,277 | – | – | 12,000,000 |
| Charles R. Schwab Jr. Director | Jun 11, 2025 | Award | +43,750 | – | – | 114,613 |
| Charles R. Schwab Jr. Director | Jun 11, 2025 | Conversion | +429,137 | – | – | 543,750 |
| Pamela Brewster Director | Jun 11, 2025 | Award | +43,750 | – | – | 203,175 |
| Matthew Nordby Director | Jun 11, 2025 | Award | +43,750 | – | – | 108,705 |
| Mark Joseph Nelson Director | Jun 11, 2025 | Award | +43,750 | – | – | 76,918 |
| Michael Molnar Director | Jun 11, 2025 | Award | +43,750 | – | – | 113,342 |
| Kathleen Valiasek President, CEO and CFO | May 1, 2025 | Tax withholding | −3,365 | $2.39 | $8.04K | 416,901 |
| Margaret McCandless General Counsel & Secretary | May 1, 2025 | Tax withholding | −4,535 | $2.39 | $10.84K | 77,804 |
| Margaret McCandless General Counsel & Secretary | Apr 14, 2025 | Award | +40,000 | – | – | 82,339 |
| Margaret McCandless General Counsel & Secretary | Apr 1, 2025 | Tax withholding | −2,432 | $2.06 | $5.01K | 42,339 |
| Kathleen Valiasek President, CEO and CFO | Apr 1, 2025 | Tax withholding | −3,763 | $2.06 | $7.75K | 420,266 |
| Charles R. Schwab Jr. Director | Mar 31, 2025 | Buy | +70,863 | $2.00 | $141.73K | 70,863 |
| Charles R. Schwab 10% owner | Mar 31, 2025 | Buy | +1,700,723 | $2.00 | $3.40M | 1,700,723 |
| Margaret McCandless General Counsel & Secretary | Mar 1, 2025 | Tax withholding | −796 | $2.29 | $1.82K | 44,771 |
| Craig M. Hurlbert Chief Executive Officer, Director, 10% owner | Feb 1, 2025 | Tax withholding | −11,543 | $2.20 | $25.39K | 289,596 |
| Kathleen Valiasek President and CFO | Feb 1, 2025 | Tax withholding | −10,552 | $2.20 | $23.21K | 424,029 |
| Margaret McCandless General Counsel & Secretary | Feb 1, 2025 | Tax withholding | −2,875 | $2.20 | $6.33K | 45,567 |
| Craig M. Hurlbert Chief Executive Officer, Director, 10% owner | Jan 1, 2025 | Tax withholding | −13,684 | $2.07 | $28.33K | 301,139 |
| Kathleen Valiasek President and CFO | Jan 1, 2025 | Tax withholding | −11,574 | $2.07 | $23.96K | 434,581 |
| Travis M. Joyner Chief Technology Officer, Director, 10% owner | Dec 20, 2024 | Buy | +500 | $1.86 | $930 | 59,637 |
| Craig M. Hurlbert Chief Executive Officer, Director, 10% owner | Dec 19, 2024 | Buy | +3,250 | $1.81 | $5.88K | 314,823 |
| Kathleen Valiasek President and CFO | Dec 19, 2024 | Buy | +1,350 | $1.79 | $2.42K | 446,155 |
| Travis M. Joyner Chief Technology Officer, Director, 10% owner | Dec 19, 2024 | Buy | +2,850 | $1.79 | $5.10K | 59,137 |
| Kathleen Valiasek President and CFO | Dec 18, 2024 | Buy | +600 | $2.01 | $1.21K | 444,805 |
| Jennifer Carr-Smith Director | Dec 17, 2024 | Sale | −21,237 | $1.48 | $31.43K | 14,880 |
| Kathleen Valiasek President and CFO | Dec 17, 2024 | Buy | +300 | $2.20 | $660 | 444,205 |
| Kathleen Valiasek President and CFO | Dec 16, 2024 | Buy | +2,100 | $1.94 | $4.07K | 443,905 |
| Craig M. Hurlbert Chief Executive Officer, Director, 10% owner | Dec 16, 2024 | Buy | +2,750 | $1.98 | $5.45K | 311,573 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Trust Kebs Affiliate | Jan 28, 2026 | 100 | $220 | Jan 28, 2026 | Gift from Affiliate |
| Trust Kebs Affiliate | Jan 27, 2026 | 300 | $670 | Jan 27, 2026 | Gift from Affiliate |
| Trust Kebs Affiliate | Jan 26, 2026 | 310 | $680 | Jan 26, 2026 | Gift from Affiliate |
| Trust Kebs Affiliate | Jan 23, 2026 | 300 | $660 | Jan 23, 2026 | Gift from Affiliate |
| Trust Kebs Affiliate | Jan 22, 2026 | 201 | $443 | Jan 22, 2026 | Gift from Affiliate |
| Trust Kebs Affiliate | Jan 21, 2026 | 400 | $883 | Jan 21, 2026 | Gift from Affiliate |
| Trust Kebs Affiliate | Jan 20, 2026 | 300 | $665 | Jan 20, 2026 | Gift from Affiliate |
| Trust Kebs Affiliate | Jan 16, 2026 | 500 | $1.12K | Jan 16, 2026 | Gift from Affiliate |
| Trust Kebs Affiliate | Jan 15, 2026 | 400 | $894 | Jan 15, 2026 | Gift from Affiliate |
| Trust Kebs Affiliate | Jan 14, 2026 | 500 | $1.11K | Jan 14, 2026 | Gift from Affiliate |
| Trust Kebs Affiliate | Jan 13, 2026 | 200 | $452 | Jan 13, 2026 | Gift from Affiliate |
| Trust Kebs Affiliate | Jan 12, 2026 | 100 | $228 | Jan 12, 2026 | Gift from Affiliate |
| Matthew Nordby Director | Jan 7, 2026 | 1,000 | $2.22K | Jan 7, 2026 | Reverse Merger |
| Matthew Nordby Director | Dec 31, 2025 | 1,000 | $2.14K | Dec 31, 2025 | Reverse Merger |
| Trust Kebs Affiliate | Dec 23, 2025 | 407 | $916 | Dec 23, 2025 | Gift from Affiliate |