SCHW

Charles Schwab Corp

96.70

Oct 09 • 3:59 PM ET -0.17 (-0.18%)

96.87

Aftermarket • 7:43 PM ET +0.17 (0.17%)

Financial Capital Markets USA Large NYSE

Peers: MS GS JPM TROW BAC RJF BEN BLK BX IVZ

| Held by: FUNL ILCB GLOV STRV TXS FLLV BJK STSB ESGS KRMA

Index	S&P 500
Market Cap	167.23B
Enterprise Value	148.97B
Income	9.72B
Sales	29.37B
Book/sh	25.42
Cash/sh	35.61
Dividend Est.	1.28 (1.32%)
Dividend TTM	1.23 (1.27%)
Dividend Ex-Date	Aug 14, 2026
Dividend Gr. 3/5Y	8.74% 8.45%
Payout	23.21%
Employees	33000
IPO	Sep 22, 1987

P/E	17.58
Forward P/E	12.05
PEG	0.49
P/S	5.69
P/B	3.80
P/C	2.72
P/FCF	-
EV/EBITDA	9.34
EV/Sales	5.07
Quick Ratio	1.16
Current Ratio	1.16
Debt/Eq	0.74
LT Debt/Eq	0.44
Option/Short	Yes / Yes

EPS (ttm)	5.50
EPS next Y	8.03
EPS next Q	1.66
EPS this Y	33.17%
EPS next Y	23.79%
EPS next 5Y	24.46%
EPS past 3/5Y	9.92% 17.02%
Sales past 3/5Y	7.45% 17.98%
EPS Y/Y TTM	48.07%
Sales Y/Y TTM	10.13%
EPS Q/Q	42.08%
Sales Q/Q	15.33%
Earnings	Oct 15 BMO
EPS/Sales Surpr.	4.17% 2.56%

Insider Own	5.73%
Insider Trans	-1.91%
Inst Own	85.64%
Inst Trans	0.38%
ROA	2.07%
ROE	20.27%
ROIC	13.96%
Gross Margin	85.03%
Oper. Margin	49.70%
Profit Margin	33.10%
SMA20	-3.76%
SMA50	-8.41%
SMA200	-1.63%
Trades

Shs Outstand	1.73B
Shs Float	1.63B
Short Float	1.17%
Short Ratio	2.41
Short Interest	19.15M
52W High	114.53 -15.57%
52W Low	83.96 15.17%
Volatility	1.68% 2.15%
ATR (14)	2.05
RSI (14)	35.18
Beta	0.75
Rel Volume	0.82
Avg Volume	7.93M
Volume	6,502,507

Perf Week	0.00%
Perf Month	-9.90%
Perf Quarter	-5.55%
Perf Half Y	2.00%
Perf YTD	-3.21%
Perf Year	2.85%
Perf 3Y	86.86%
Perf 5Y	25.03%
Perf 10Y	198.46%
Recom	1.68
Target Price	122.55
Prev Close	96.87
Price	96.70
Change %	-0.18%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-02-26	Initiated	Wells Fargo	Equal Weight	$105
Aug-03-26	Initiated	Compass Point	Buy	$135
Jul-20-26	Downgrade	BMO Capital Markets	Outperform → Market Perform	$105
Apr-08-26	Resumed	Keefe Bruyette	Outperform	$110
Dec-11-25	Resumed	UBS	Buy	$119
Oct-03-25	Initiated	BMO Capital Markets	Outperform	$110
Jun-09-25	Upgrade	Redburn Atlantic	Sell → Neutral	$82
Apr-25-25	Upgrade	Goldman	Neutral → Buy	$100
Apr-08-25	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$76
Apr-02-25	Upgrade	Citigroup	Neutral → Buy	$102
Feb-18-25	Upgrade	TD Cowen	Hold → Buy	$88 → $103
Jan-22-25	Upgrade	Wells Fargo	Equal Weight → Overweight	$89 → $93
Dec-09-24	Upgrade	Barclays	Equal Weight → Overweight	$74 → $95
Sep-12-24	Initiated	Wells Fargo	Equal Weight	$70
Jul-29-24	Downgrade	Piper Sandler	Overweight → Neutral	$80 → $64
Jul-17-24	Downgrade	TD Cowen	Buy → Hold	$88 → $71
Jul-08-24	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$76 → $84
Mar-22-24	Upgrade	TD Cowen	Market Perform → Outperform	$87
Jan-18-24	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$75 → $70
Jan-10-24	Downgrade	Citigroup	Buy → Neutral	$75 → $70

Show Previous Ratings

Oct-08-26 07:45PM	What Could Lift Robinhood Stock? (Trefis)
01:48PM	Should S&P Global Stock Holders Look At Intercontinental Exchange Instead? (Trefis)
12:03AM	Fidelitys New Custody Minimum Could Impact 1,150 RIAs (The Daily Upside)
Oct-06-26 03:15PM	Wall St. Bonuses Head for a New Record. Bank Earnings Will Hint at How Much. (Barrons.com)
Oct-04-26 11:55PM	Schwab Strategist Warns a Single Mega-Cap Capex Miss Could Disrupt the AI-Driven Market (BeInCrypto)
03:24PM	Loading…
Oct-02-26 03:24PM	Fidelity Sets $100 Million Asset Minimum for RIAs, Forcing Small Advisors to Move or Expand (Barrons.com)
Oct-01-26 08:30AM	Schwab Initiates Secondary Listing on the Texas Stock Exchange (Business Wire)
12:01AM	Good Vibes: Robinhood CEO Says AI-Assisted, 24/7 Investing May Create New Market (The Daily Upside)
Sep-30-26 02:12PM	Talk to 'Charley'? Charles Schwab Unveils New AI Assistant for Investors (Barrons.com)
Sep-28-26 02:24PM	Schwab's strategy chief shares playbook for private market (Pitchbook)
05:00AM	Why Your Retirement Income Strategy May Need to Change (SmartAsset)
Sep-25-26 03:58PM	How Meta's Muse Saved the Market-While Savaging These Stocks (Barrons.com)
03:31PM	Week's Best: Top Dividend Stocks for a Rocky Market (Barrons.com)
09:03AM	Schwab, Fidelity, E-Trade Top Investing Rankings In IBD Trust Survey (Investor's Business Daily)
Sep-24-26 05:30AM	In the Age of AI, Cash Is Still King (The Wall Street Journal)
04:42PM	Loading…
Sep-23-26 04:42PM	'Consumer Inertia' Is in Meta Muse's Crosshairs. These Stocks Are Getting Hammered. (Barrons.com)
03:36PM	Meta's Muse AI Agent Triggers Worries About Brokerage Stocks (Barrons.com)
01:31PM	Meta's Muse AI Assistant Triggers Worries About Brokerage Stocks (Barrons.com)
12:37PM	Bulls Can't Go Wrong With This Sector for Q4 (Schaeffer's Research)
11:22AM	Charles Schwab Stock Fell 6% on AI Fears. The Rate Hike Everyone Feared Actually Helps It (TIKR)
10:50AM	How Meta's Muse, Vanguard AI Threat Triggered Schwab Sell Signal (Investor's Business Daily)
04:35AM	Charles Schwab has 48 million reasons to think it can crack private markets (Pitchbook)
Sep-22-26 05:00PM	ETF League Tables: Schwab Sheds Almost $15B (etf.com) -6.11%
03:40PM	Meta AI agent triggers heavy selloff in banks, insurers, and travel stocks (Investing.com)
02:26PM	Charles Schwab, JPMorgan Chase Slide On Vanguard-Backed AI Threat (Investor's Business Daily)
01:27PM	Meta's Muse Jumps to the Top of the Apple Store-and Triggers a Panic in the Stock Market (Barrons.com)
11:33AM	PayPal surges on Meta AI deal as tech rotation sinks financials (Investing.com)
11:23AM	Financial stocks take a hit, as narrowing yield spreads worry investors (MarketWatch)
Sep-21-26 11:55AM	Stocks, Bonds Climb as Oil Falls on US-Iran Hopes (Bloomberg)
Sep-20-26 01:51PM	Crypto Scammers Stole 82-Year-Olds $1.7M Now Charles Schwab Must Pay (CCN)
05:00PM	Loading…
Sep-18-26 05:00PM	ETF League Tables: Schwab Registers Hefty Inflows (etf.com)
01:17PM	Week's Best: 'Finfluencers Are Rarely Qualified (Barrons.com)
Sep-17-26 11:44PM	Charles Schwab's Sonders Favors Commodities Over Equities, But Not for All (BeInCrypto)
11:24AM	Bond Rout Spurs Record Outflow From $3.6 Billion Schwab Muni ETF (Bloomberg)
08:45AM	Schwab Announces Its Fall Business Update (Business Wire)
Sep-15-26 04:34PM	Arbitration Panel Orders Schwab to Pay $1.3 Million for Failing to Spot Elder Fraud in Crypto Scam (Barrons.com)
11:12AM	Schwab Books a Record August With $64.8 Billion of Net New Assets (GuruFocus.com)
10:50AM	Charles Schwab Net New Assets Hit $64.8 Billion in August, a Record for the Month (Barrons.com)
08:45AM	Schwab Reports Monthly Activity Highlights (Business Wire)
12:03AM	Anthropic Moves Deeper into Financial Services with Claude for Advisors (The Daily Upside)
Sep-14-26 12:00PM	Anthropic Targets Wealth Management With New AI Tools and Schwab Partnership (Barrons.com)
08:00AM	Charles Schwab Bank and The DEC Network Expand Entrepreneur Support with New Fort Worth Innovation Center (Business Wire)
Sep-13-26 06:00AM	Don't Let Your Teen Learn Investing Alone: 7 Ways Parents Can Lead the Way (Kiplinger)
Sep-11-26 01:33PM	Week's Best: Schwab Hikes Minimums on Popular Tax Strategy (Barrons.com)
05:47AM	XRP ETFs Enter Wall Street Repo Market via Schwab Money Fund Collateral (CCN)
Sep-09-26 01:14PM	Charles Schwab's Trading Data Shows Investors Dialing Back on Risk (Barrons.com)
01:27AM	SpaceX, Nvidia Lead Schwab Buys As Software Rally Spurs Profit-Taking Trading Gauge Posts First Dip Since April (Stocktwits)
Sep-08-26 07:31AM	Retail investors were less bullish in August (Axios)
Sep-05-26 07:47AM	The biggest August jobs beat in nearly 30 years may be less impressive than it looks: Chart of the Day (Yahoo Finance)
Sep-04-26 02:30PM	Charles Schwab Sharply Raises Minimum on Tax-Smart Strategy Popular With Advisors (Barrons.com)
11:07AM	Charles Schwab, Robinhood In Or Near Buy Zones But Interactive Brokers Triggers A Sell Signal (Investor's Business Daily)
Sep-03-26 09:02AM	Schwab Imposes Stricter Limits on Tax-Aware Long-Short Accounts (Wealth Management)
12:03AM	Vanguards Altruist Deal May Shake Up Robo-Advice (The Daily Upside)
Aug-28-26 03:12PM	Week's Best: Schwab Hikes Minimum for Client Referrals (Barrons.com)
02:20PM	Charles Schwab expands crypto access with Solana, Avalanche, and Chainlink (Yahoo Finance Video)
12:39PM	Charles Schwab Expands Crypto Trading Beyond Bitcoin and Ethereum (decrypt)
06:00AM	Should I use my financial institution's free advisers or hire an independent? (MarketWatch)
Aug-27-26 12:06PM	Charles Schwab to Expand Crypto Offering for Clients. What to Know. (Barrons.com)
11:44AM	Charles Schwab Adds Solana, Avalanche, Chainlink to Crypto Platform (CryptoProwl)
11:31AM	Solana Price Targets $120 as Schwab Adds SOL, ETF Inflows Rise (FX Empire)
08:49AM	The Best Way to Own Gold in a Retirement Account-and Why You Should (Barrons.com)
12:03AM	Whats Behind Vanguards Deal to Buy Altruist? (The Daily Upside)
Aug-26-26 12:43PM	Vanguard Takes On Fidelity, Charles Schwab With $4 Billion Altruist Deal (Investor's Business Daily)
10:19AM	Wealth Management Stocks Fall After Vanguard Aquires Tech Platform (The Wall Street Journal)
10:07AM	Vanguard to Acquire Altruist in Wealth Management Push (Barrons.com)
Aug-25-26 12:03AM	Why Schwab Hiked Minimum Assets to $5M for Client Referral Program (The Daily Upside)
Aug-24-26 07:52AM	NYSE and Nasdaq Want 23-Hour Trading. Here Is What It Means for You. (Barrons.com)
04:00AM	The Market That Never Sleeps Is Getting Closer to Reality (Barrons.com)
Aug-21-26 04:15PM	Why higher yields aren't scaring off retail traders (Yahoo Finance Video)
Aug-20-26 03:06PM	Schwab Raises the Minimum Account Size for Clients to Be Referred to Outside Advisors (Barrons.com)
Aug-19-26 07:32PM	5 Undervalued Stocks to Buy in This Market (Kiplinger)
03:05PM	Schwab Targets 2,000 India Staff While Peers Restructure (GuruFocus.com)
Aug-18-26 12:36PM	13 Investment Must Reads for This Week (Aug. 18, 2026) (Wealth Management)
11:58AM	Stocks Take Hit as Bond Selloff Saps Risk Appetite (Bloomberg)
12:03AM	Schwab on the Hunt for Long-Short Strategies Director (The Daily Upside)
Aug-17-26 10:57AM	Most investors are making the same costly mistake - and it has nothing to do with picking the wrong stocks (MarketWatch)
Aug-14-26 08:45AM	Schwab Reports Monthly Activity Highlights (Business Wire)
Aug-13-26 01:00AM	Vanguard Conquered the ETF World. Where It's Aiming Next. (Barrons.com)
Aug-12-26 01:15PM	The Best Value Stocks to Buy (Kiplinger)
Aug-10-26 07:31AM	Schwab: Retail investors want AI stocks on the cheap (Axios)
Aug-07-26 03:21PM	Week's Best: Think Twice About That Roth IRA Conversion (Barrons.com)
Aug-06-26 12:02AM	Fidelity AUM Nears $8T Riding Perfect Storm of Retail Investors (The Daily Upside)
Aug-05-26 01:22PM	Financial, industrial sector ETFs rally toward back-to-back record closes (MarketWatch)
Aug-03-26 09:49AM	Starbucks upgraded, eBay downgraded: Wall Street's top analyst calls (The Fly)
Jul-30-26 07:34AM	Is Schwab Stock A Sweet Buy In Sour Market? Consider These Clues. (Investor's Business Daily)
Jul-29-26 11:51AM	Schwab Crypto ETF Adds AI Label, Trump Media Climbs to No. 2 (BeInCrypto)
09:49AM	JPMorgan, Schwab, UBS, and Stephens managed Trump investments (Quartz)
09:03AM	How the Ultra-Rich Are Borrowing Millions Against Stock Instead of Selling-and Saving on Taxes (Barrons.com)
08:00AM	Provable Markets raises Series B funding round led by Charles Schwab, with additional participation by DTCC (PR Newswire)
Jul-24-26 02:37PM	Week's Best: 4 Factors for Deciding When to Claim Social Security (Barrons.com)
03:00AM	Why You May Need to Rethink Your Retirement Income Strategy (SmartAsset)
Jul-23-26 04:13PM	Schwab Declares Quarterly Common Stock Dividend and Declares Preferred Stock Dividends (Business Wire)
01:01PM	Nasdaq Tightens Rules, Nearly 180 Microcap Stocks Face Delisting Risk (GuruFocus.com)
12:03AM	Schwab Earnings Boosted by Latest Tax-Focused Strategy (The Daily Upside)
Jul-22-26 07:57AM	Charles Schwab Q2 2026 earnings: record revenue, stock falls (Quartz)
02:30AM	The Age of Free ETF Trades Is Ending (Barrons.com)
Jul-21-26 07:10PM	Schwab Beats 2Q Estimates as Retail Traders Pile Into Market (Bloomberg)
04:13PM	Interactive Brokers Earnings Reveal $1.90B Revenue, How Will IBKR Stock React? (BeInCrypto)
01:56PM	Schwab Gains on Retail Trading Frenzy, Forecasts Long-Short Strategy Growth (Wealth Management)
11:17AM	Charles Schwab July Earnings Reveal Record $7.1 Billion Revenue, How Will Stock React? (BeInCrypto)

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage, investment advisory, and banking and trust services to individual investors, retirement plan and business services, as well as other corporate brokerage services, to businesses and employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles Robert Schwab in 1986 and is headquartered in Westlake, TX.

Founder & Co-ChairmanMr. Charles Robert Schwab

CMTMr. Richard Andrew Wurster C.F.A.

MD & Chief Financial OfficerMr. Michael Daniel Verdeschi

MDMr. Jonathan M. Craig

MD & CTOMr. Tim Heier

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Hathi Neesha	MD, Head Wealth Adv, Bnk, Tst	Oct 01 '26	Option Exercise	41.98	5,000	209,900	0	Oct 05 04:01 PM
Hathi Neesha	MD, Head Wealth Adv, Bnk, Tst	Oct 01 '26	Sale	97.80	5,000	489,007	5,770	Oct 05 04:01 PM
Ellis Stephen A	Director	Sep 23 '26	Option Exercise	31.48	1,918	60,379	7,445	Sep 25 05:14 PM
Hathi Neesha	MD, Head Wealth Adv, Bnk, Tst	Sep 01 '26	Option Exercise	52.05	3,177	165,363	0	Sep 02 09:04 PM
Hathi Neesha	MD, Head Wealth Adv, Bnk, Tst	Sep 01 '26	Sale	109.04	3,177	346,428	5,770	Sep 02 09:04 PM
Bettinger Walter W	Co-Chairman	Aug 28 '26	Option Exercise	46.81	74,388	3,482,102	684,748	Aug 31 07:39 PM
Bettinger Walter W	Co-Chairman	Aug 28 '26	Sale	110.91	74,388	8,250,648	610,360	Aug 31 07:39 PM
Hathi Neesha	MD, Head Wealth Adv, Bnk, Tst	Aug 28 '26	Option Exercise	52.05	3,177	165,363	0	Aug 31 06:30 PM
Hathi Neesha	MD, Head Wealth Adv, Bnk, Tst	Aug 28 '26	Sale	108.12	3,177	343,498	0	Aug 31 06:30 PM
Bettinger Walter W	Director	Aug 28 '26	Proposed Sale	110.91	74,388	8,250,648		Aug 28 04:15 PM
Hathi Neesha	Officer	Aug 28 '26	Proposed Sale	108.20	16,354	1,769,502		Aug 28 10:05 AM
Schwab-Pomerantz Carolyn	Director	Aug 26 '26	Sale	109.25	9,175	1,002,397	1,323,162	Aug 27 06:00 PM
Schwab Charles R.	Co-Chairman	Aug 24 '26	Sale	113.20	117,000	13,244,412	53,558,741	Aug 26 08:15 PM
Bettinger Walter W	Co-Chairman	Aug 24 '26	Option Exercise	46.81	176,210	8,248,390	786,570	Aug 26 07:37 PM
Bettinger Walter W	Co-Chairman	Aug 24 '26	Sale	113.49	176,210	19,997,368	610,360	Aug 26 07:37 PM
Schwab-Pomerantz Carolyn	Director	Aug 26 '26	Proposed Sale	109.25	9,175	1,002,397		Aug 26 03:12 PM
Bettinger Walter W	Director	Aug 24 '26	Proposed Sale	113.50	176,210	19,999,835		Aug 24 03:59 PM
Schwab Charles R.	Officer	Aug 24 '26	Proposed Sale	113.48	117,000	13,277,160		Aug 24 12:45 PM
Beatty Jonathan S	MD, Head of Advisor Services	Aug 17 '26	Sale	111.33	1,000	111,330	10,738	Aug 18 05:55 PM
Craig Jonathan M.	MD, Head of Retail Investing	Aug 14 '26	Option Exercise	46.81	21,866	1,023,547	0	Aug 17 06:22 PM
Craig Jonathan M.	MD, Head of Retail Investing	Aug 14 '26	Sale	111.03	21,866	2,427,688	0	Aug 17 06:22 PM
Howard Dennis	MD, Chief Tech, OPS & Data Off	Aug 13 '26	Sale	110.00	2,198	241,780	6,980	Aug 17 05:43 PM
Beatty Jonathan S	Officer	Aug 17 '26	Proposed Sale	111.00	1,000	111,000		Aug 17 10:04 AM
Schwab Charles R.	Officer	Aug 14 '26	Proposed Sale	111.00	90,500	10,045,500		Aug 14 12:37 PM
Schwab Charles R.	Co-Chairman	Aug 12 '26	Sale	108.18	46,410	5,020,448	30,021,463	Aug 13 08:36 PM
Schwab Charles R.	Officer	Aug 14 '26	Proposed Sale	109.25	91,325	9,977,256		Aug 13 03:02 PM
Howard Dennis	Officer	Aug 13 '26	Proposed Sale	110.00	2,198	241,780		Aug 13 10:08 AM
Schwab Charles R.	Officer	Aug 12 '26	Proposed Sale	108.16	46,410	5,019,706		Aug 12 11:40 AM
Schwab Charles R.	Co-Chairman	Aug 11 '26	Sale	107.78	46,445	5,005,717	30,067,873	Aug 11 09:44 PM
Schwab Charles R.	Officer	Aug 11 '26	Proposed Sale	108.00	46,445	5,016,060		Aug 11 01:24 PM
Murtagh Nigel J	Chief Risk Officer	Aug 10 '26	Option Exercise	46.81	24,778	1,159,858	82,750	Aug 10 08:05 PM
Murtagh Nigel J	Chief Risk Officer	Aug 06 '26	Option Exercise	46.81	1,897	88,799	59,869	Aug 10 08:05 PM
Murtagh Nigel J	Chief Risk Officer	Aug 10 '26	Sale	109.01	24,778	2,701,015	57,972	Aug 10 08:05 PM
Murtagh Nigel J	Chief Risk Officer	Aug 06 '26	Sale	109.00	1,897	206,776	57,972	Aug 10 08:05 PM
SNEED PAULA A	Director	Aug 07 '26	Sale	107.15	5,263	563,954	91,711	Aug 10 07:05 PM
Schwab-Pomerantz Carolyn	Director	Aug 05 '26	Sale	107.70	18,561	1,999,016	1,332,337	Aug 07 06:36 PM
Craig Jonathan M.	MD, Head of Retail Investing	Aug 05 '26	Option Exercise	46.81	21,750	1,018,118	0	Aug 07 06:15 PM
Craig Jonathan M.	MD, Head of Retail Investing	Aug 05 '26	Sale	107.02	21,750	2,327,752	0	Aug 07 06:15 PM
SNEED PAULA A	Director	Aug 07 '26	Proposed Sale	107.15	5,263	563,943		Aug 07 02:04 PM
Schwab-Pomerantz Carolyn	Director	Aug 04 '26	Sale	106.36	22,640	2,408,036	1,350,898	Aug 05 07:36 PM
Schwab-Pomerantz Carolyn	Director	Aug 05 '26	Proposed Sale	107.70	18,561	1,999,016		Aug 05 11:38 AM
Craig Jonathan M.	Officer	Aug 05 '26	Proposed Sale	110.63	56,740	6,277,262		Aug 05 10:18 AM
Schwab Charles R.	Co-Chairman	Aug 03 '26	Sale	105.52	95,250	10,050,418	53,925,591	Aug 04 07:27 PM
Schwab Charles R.	Co-Chairman	Aug 04 '26	Sale	106.08	47,650	5,054,569	53,877,941	Aug 04 07:27 PM
Schwab-Pomerantz Carolyn	Director	Aug 04 '26	Proposed Sale	106.25	22,640	2,405,500		Aug 04 03:44 PM
Schwab Charles R.	Officer	Aug 04 '26	Proposed Sale	105.64	47,650	5,033,951		Aug 04 10:56 AM
Schwab Charles R.	Officer	Aug 03 '26	Proposed Sale	105.00	95,250	10,001,250		Aug 03 02:12 PM
Schwab Charles R.	Co-Chairman	Jul 29 '26	Sale	105.82	95,450	10,100,061	30,114,318	Jul 30 08:57 PM
Schwab Charles R.	Co-Chairman	Jul 28 '26	Sale	105.60	48,000	5,068,627	54,080,841	Jul 30 08:57 PM
Schwab-Pomerantz Carolyn	Director	Jul 28 '26	Sale	105.71	22,650	2,394,399	1,373,809	Jul 30 08:33 PM
Howard Dennis	MD, Chief Tech, OPS & Data Off	Jul 28 '26	Option Exercise	64.10	28,000	1,794,800	38,470	Jul 30 07:43 PM
Howard Dennis	MD, Chief Tech, OPS & Data Off	Jul 28 '26	Sale	105.01	28,000	2,940,263	10,470	Jul 30 07:43 PM
Bettinger Walter W	Co-Chairman	Jul 27 '26	Option Exercise	52.05	192,488	10,019,000	721,834	Jul 29 08:57 PM
Bettinger Walter W	Co-Chairman	Jul 28 '26	Option Exercise	52.05	93,408	4,861,886	622,754	Jul 29 08:57 PM
Bettinger Walter W	Co-Chairman	Jul 27 '26	Sale	103.90	192,488	19,999,927	529,346	Jul 29 08:57 PM
Bettinger Walter W	Co-Chairman	Jul 28 '26	Sale	104.64	93,408	9,773,988	529,346	Jul 29 08:57 PM
Murtagh Nigel J	Chief Risk Officer	Jul 27 '26	Option Exercise	46.81	32,947	1,542,249	90,919	Jul 29 08:20 PM
Murtagh Nigel J	Chief Risk Officer	Jul 27 '26	Sale	104.01	32,947	3,426,837	57,972	Jul 29 08:20 PM
Schwab Charles R.	Officer	Jul 29 '26	Proposed Sale	105.38	95,450	10,058,120		Jul 29 11:10 AM
Schwab Charles R.	Co-Chairman	Jul 24 '26	Sale	101.72	45,500	4,628,192	54,128,841	Jul 28 07:53 PM
Schwab-Pomerantz Carolyn	Director	Jul 28 '26	Proposed Sale	105.75	22,650	2,395,238		Jul 28 12:29 PM
Schwab Charles R.	Officer	Jul 28 '26	Proposed Sale	105.00	48,000	5,040,000		Jul 28 11:38 AM
Woolway Paul V	Officer	Jul 28 '26	Proposed Sale	107.50	10,131	1,089,121		Jul 28 11:01 AM
Howard Dennis	Officer	Jul 28 '26	Proposed Sale	110.00	56,000	6,160,263		Jul 28 10:50 AM
Bettinger Walter W	Director	Jul 28 '26	Proposed Sale	104.00	93,408	9,714,432		Jul 28 10:32 AM
Morgan Peter J. III	General Counsel	Jul 23 '26	Sale	102.03	6,952	709,341	0	Jul 27 06:05 PM
Bettinger Walter W	Director	Jul 27 '26	Proposed Sale	103.90	192,488	19,999,823		Jul 27 04:05 PM
Murtagh Nigel J	Officer	Jul 27 '26	Proposed Sale	104.00	11,000	1,144,035		Jul 27 03:43 PM
Schwab Charles R.	Officer	Jul 24 '26	Proposed Sale	100.00	45,500	4,550,000		Jul 24 11:50 AM
Murtagh Nigel J	Chief Risk Officer	Jul 21 '26	Option Exercise	46.81	4,053	189,721	62,025	Jul 23 07:39 PM
Murtagh Nigel J	Chief Risk Officer	Jul 21 '26	Sale	104.14	4,053	422,069	57,972	Jul 23 07:39 PM
Morgan Peter J. III	Officer	Jul 23 '26	Proposed Sale	101.90	6,952	708,409		Jul 23 01:41 PM
Beatty Jonathan S	MD, Head of Advisor Services	Jul 21 '26	Sale	104.21	2,000	208,411	11,738	Jul 21 06:54 PM
Murtagh Nigel J	Officer	Jul 21 '26	Proposed Sale	106.63	52,675	5,616,918		Jul 21 10:11 AM
Craig Jonathan M.	MD, Head of Retail Investing	Jul 07 '26	Option Exercise	46.81	21,750	1,018,118	0	Jul 09 08:21 PM
Craig Jonathan M.	MD, Head of Retail Investing	Jul 07 '26	Sale	102.01	21,750	2,218,722	0	Jul 09 08:21 PM
Beatty Jonathan S	MD, Head of Advisor Services	Jul 07 '26	Sale	102.01	2,000	204,018	13,738	Jul 08 05:06 PM
Beatty Jonathan S	MD, Head of Advisor Services	Jul 06 '26	Sale	100.01	2,000	200,015	15,738	Jul 06 06:33 PM
Beatty Jonathan S	MD, Head of Advisor Services	Jul 02 '26	Sale	97.03	2,000	194,059	17,738	Jul 06 06:33 PM
Beatty Jonathan S	Officer	Jul 02 '26	Proposed Sale	100.76	8,000	806,059		Jul 02 10:50 AM
Ellis Stephen A	Director	Jun 23 '26	Option Exercise	25.11	2,258	56,698	7,445	Jun 25 07:35 PM
Wurster Richard A	President & CEO	May 28 '26	Buy	84.23	21,959	1,849,512	218,409	May 28 04:24 PM
Schwab Charles R.	Co-Chairman	May 19 '26	Sale	92.22	27,500	2,536,127	30,209,768	May 20 08:40 PM
Schwab Charles R.	Officer	May 19 '26	Proposed Sale	92.15	27,500	2,534,125		May 19 12:21 PM
Schwab Charles R.	Co-Chairman	May 18 '26	Sale	92.40	27,500	2,541,008	30,237,268	May 18 09:33 PM
Schwab Charles R.	Officer	May 18 '26	Proposed Sale	92.25	27,500	2,536,875		May 18 12:28 PM
Sarin Arun	Director	May 13 '26	Option Exercise	28.96	7,866	227,799	10,666	May 14 08:54 PM
Sarin Arun	Director	May 13 '26	Sale	91.16	2,500	227,910	23,983	May 14 08:54 PM
Sarin Arun	Director	May 13 '26	Proposed Sale	91.16	2,500	227,910		May 13 12:51 PM
Schwab-Pomerantz Carolyn	Director	May 05 '26	Option Exercise	31.65	9,910	313,652	9,624	May 06 05:55 PM
Schwab-Pomerantz Carolyn	Director	May 05 '26	Sale	92.29	9,910	914,610	1,396,459	May 06 05:55 PM
Schwab Charles R.	Co-Chairman	May 06 '26	Sale	92.01	109,300	10,057,043	30,264,768	May 06 05:41 PM
Schwab Charles R.	Co-Chairman	May 04 '26	Sale	91.50	109,300	10,001,420	30,374,068	May 06 05:41 PM
Schwab Charles R.	Officer	May 06 '26	Proposed Sale	92.25	109,300	10,082,925		May 06 11:23 AM
Schwab-Pomerantz Carolyn	Director	May 05 '26	Proposed Sale	92.29	9,910	914,609		May 05 12:49 PM
Schwab Charles R.	Officer	May 04 '26	Proposed Sale	91.50	109,300	10,000,950		May 04 04:08 PM
Schwab Charles R.	Co-Chairman	Apr 29 '26	Sale	90.49	63,743	5,768,232	55,609,641	May 01 07:06 PM
Schwab Charles R.	Co-Chairman	May 01 '26	Sale	91.86	55,000	5,052,174	54,389,641	May 01 07:06 PM
Schwab Charles R.	Co-Chairman	Apr 30 '26	Sale	91.81	50,000	4,590,410	54,444,641	May 01 07:06 PM
Schwab Charles R.	Officer	May 01 '26	Proposed Sale	92.25	55,000	5,073,750		May 01 02:21 PM

Open in Screener

LOCL

Local Bounti Corp

1.06

Oct 09 • 3:59 PM ET -0.01 (-0.93%)

1.06

Aftermarket • 7:30 PM ET 0.00 (0.00%)

Consumer Defensive Farm Products USA Nano NYSE

LOCL Local Bounti Corp daily Stock Chart

Peers: PFAI AFRI ALCO LMNR VFF VITL CALM PPC DAR MGPI

| Held by: VTI VXF

Index	-
Market Cap	24.79M
Enterprise Value	556.36M
Income	-67.67M
Sales	51.84M
Book/sh	-8.49
Cash/sh	0.43
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	-
Employees	286
IPO	Apr 19, 2021

P/E	-
Forward P/E	-
PEG	-
P/S	0.48
P/B	-
P/C	2.45
P/FCF	-
EV/EBITDA	-
EV/Sales	10.73
Quick Ratio	0.72
Current Ratio	1.07
Debt/Eq	-
LT Debt/Eq	-
Option/Short	No / Yes

EPS (ttm)	-2.77
EPS next Y	-
EPS next Q	-
EPS this Y	-
EPS next Y	-
EPS next 5Y	-
EPS past 3/5Y	26.14% -12.04%
Sales past 3/5Y	35.42% 258.21%
EPS Y/Y TTM	80.48%
Sales Y/Y TTM	17.77%
EPS Q/Q	58.07%
Sales Q/Q	14.43%
Earnings	Aug 12 BMO
EPS/Sales Surpr.	- -

Insider Own	96.19%
Insider Trans	-1.04%
Inst Own	4.62%
Inst Trans	4.53%
ROA	-16.32%
ROE	-
ROIC	-19.67%
Gross Margin	-15.51%
Oper. Margin	-106.08%
Profit Margin	-130.52%
SMA20	-3.04%
SMA50	-2.01%
SMA200	-29.39%
Trades

Shs Outstand	23.19M
Shs Float	0.89M
Short Float	8.74%
Short Ratio	2.63
Short Interest	0.08M
52W High	3.99 -73.47%
52W Low	0.95 11.58%
Volatility	4.70% 7.16%
ATR (14)	0.07
RSI (14)	46.82
Beta	2.88
Rel Volume	0.68
Avg Volume	29.54K
Volume	20,035

Perf Week	-3.20%
Perf Month	-10.92%
Perf Quarter	-19.08%
Perf Half Y	-27.89%
Perf YTD	-50.47%
Perf Year	-64.55%
Perf 3Y	-50.47%
Perf 5Y	-99.18%
Perf 10Y	-
Recom	1.00
Target Price	6.00
Prev Close	1.07
Price	1.06
Change %	-0.93%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-20-22	Initiated	Morgan Stanley	Equal-Weight	$8.50
Jan-04-22	Initiated	Deutsche Bank	Buy	$9
Dec-22-21	Initiated	Oppenheimer	Outperform	$11
Dec-21-21	Initiated	ROTH Capital	Buy	$8

Aug-17-26 07:29AM	Local Bountis Network Yields at Record Levels, Retail Momentum Broadened Quarterly Update Report (Exec Edge) -5.36%
07:29AM	Local Bountis Network Yields Hit Record, Retail Momentum Broadened Downloadable Quarterly Update Report (Exec Edge)
Aug-12-26 07:04PM	Local Bounti Corp (LOCL) (Q2 2026) Earnings Call Highlights: Revenue Climbs 14% as Strategic ... (GuruFocus.com) -15.87% +7.55%
07:59AM	Local Bounti shares fall after second-quarter revenue misses forecasts (InvestorsHub)
07:15AM	Local Bounti Announces Second Quarter 2026 Financial Results (PR Newswire)
09:27AM	Loading…
Aug-11-26 09:27AM	Local Bounti Corp (LOCL) Q2 2026 Earnings Report Preview: What To Look For (GuruFocus.com) +9.57%
Aug-03-26 08:00AM	Local Bounti to Release Second Quarter 2026 Financial Results on Wednesday, August 12, 2026 (PR Newswire)
Jun-23-26 07:00AM	Local Bounti: Stack & Flow, Retail Demand, and SKU Breadth Initiation Report (Exec Edge)
07:00AM	Local Bounti: Stack & Flow, Retail Demand, and SKU Breadth Downloadable Initiation Report (Exec Edge)
Jun-15-26 08:00AM	Local Bounti Launches Distribution at Harris Teeter Across Entire Footprint (PR Newswire)
Jun-01-26 08:00AM	Local Bounti Named as Exclusive CEA Honoree on the TIME World's Growth Leaders 2026 List (PR Newswire) -6.36%
May-14-26 08:30AM	Local Bounti Corporation Q1 2026 Earnings Call Summary (Moby) +26.53%
May-13-26 07:02PM	Local Bounti Corp (LOCL) Q1 2026 Earnings Call Highlights: Revenue Growth and Strategic ... (GuruFocus.com) +6.52%
07:15AM	Local Bounti Announces First Quarter 2026 Financial Results (PR Newswire)
May-06-26 08:00AM	Local Bounti to Release First Quarter 2026 Financial Results on Wednesday, May 13, 2026 (PR Newswire)
08:00AM	Loading…
May-04-26 08:00AM	Local Bounti to Participate in the BMO Global Farm to Market Conference (PR Newswire)
Mar-25-26 03:00PM	Local Bounti Corp (LOCL) Q4 2025 Earnings Call Highlights: Strategic Investments and Revenue ... (GuruFocus.com) +6.48%
07:15AM	Local Bounti Announces Fourth Quarter and Full Year 2025 Financial Results (PR Newswire)
Mar-24-26 09:18AM	Local Bounti Corp (LOCL) Q4 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
Mar-23-26 08:00AM	Local Bounti to Release Full Year 2025 Financial Results on Wednesday, March 25, 2026 (PR Newswire)
Mar-17-26 08:00AM	Local Bounti Secures $15 Million of New Capital to Advance Growth Strategy (PR Newswire)
Feb-11-26 04:05PM	Local Bounti Receives Continued Listing Standard Notice from NYSE (PR Newswire) -6.91%
Nov-19-25 08:01PM	Local Bounti Corp (LOCL) Q3 2025 Earnings Call Highlights: Strong Revenue Growth Amid Ongoing ... (GuruFocus.com) +5.04%
Nov-12-25 07:15AM	Local Bounti Announces Third Quarter 2025 Financial Results (PR Newswire)
Nov-10-25 05:06PM	Local Bounti to Release Third Quarter 2025 Financial Results on Wednesday, November 12, 2025 (PR Newswire)
Oct-13-25 08:00AM	Local Bounti Expands its Presence in the Pacific Northwest Through the Launch of a Family-Size Salad Kit at Walmart (PR Newswire) +13.76%
Oct-07-25 09:40AM	Is Corteva (CTVA) Stock Outpacing Its Consumer Staples Peers This Year? (Zacks)
Sep-18-25 09:40AM	Are Consumer Staples Stocks Lagging Corteva (CTVA) This Year? (Zacks)
Sep-17-25 12:00PM	All You Need to Know About Local Bounti (LOCL) Rating Upgrade to Buy (Zacks) +15.38%
Aug-19-25 09:40AM	Is Coca-Cola HBC (CCHGY) Stock Outpacing Its Consumer Staples Peers This Year? (Zacks)
01:01PM	Loading…
Aug-14-25 01:01PM	Local Bounti Corp (LOCL) Q2 2025 Earnings Call Highlights: Strategic Growth Amidst ... (GuruFocus.com)
Aug-13-25 03:38PM	Local Bounti (LOCL) Raises $10M and Cuts Debt with Convertible Note (Insider Monkey)
08:25AM	Local Bounti Corporation (LOCL) Reports Q2 Loss, Misses Revenue Estimates (Zacks)
07:15AM	Local Bounti Announces Second Quarter 2025 Financial Results (PR Newswire)
07:10AM	Local Bounti Appoints Dane Almassy as Chief Commercial Officer (PR Newswire)
Aug-12-25 09:39AM	Local Bounti Corp (LOCL) Q2 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Aug-08-25 08:00AM	Local Bounti to Release Second Quarter 2025 Financial Results on Wednesday, August 13, 2025 (PR Newswire) +7.66%
Aug-04-25 08:00AM	Local Bounti Secures Additional Financing with Existing Investors (PR Newswire)
May-15-25 09:40AM	Are Consumer Staples Stocks Lagging Coca-Cola Europacific Partners (CCEP) This Year? (Zacks)
May-14-25 08:25AM	Local Bounti Corporation (LOCL) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
07:15AM	Local Bounti Announces First Quarter 2025 Financial Results (PR Newswire)
May-12-25 08:35AM	Local Bounti to Release First Quarter 2025 Financial Results on Wednesday, May 14, 2025 (PR Newswire)
May-01-25 10:01AM	Will Local Bounti Corporation (LOCL) Report Negative Q1 Earnings? What You Should Know (Zacks)
Apr-29-25 09:40AM	Has Local Bounti (LOCL) Outpaced Other Consumer Staples Stocks This Year? (Zacks)
Apr-21-25 08:50AM	Despite Fast-paced Momentum, Local Bounti (LOCL) Is Still a Bargain Stock (Zacks) -21.41%
Apr-09-25 09:09AM	Agroz: IPO Ambitions Meet Margin Compression (Seeking Alpha)
Apr-08-25 09:40AM	Are Consumer Staples Stocks Lagging Local Bounti (LOCL) This Year? (Zacks) +10.06%
Apr-04-25 08:50AM	Local Bounti (LOCL) Is Attractively Priced Despite Fast-paced Momentum (Zacks) +68.44%
Mar-31-25 06:32PM	Local Bounti Corporation (LOCL) Q4 2024 Earnings Call Transcript (Seeking Alpha) -6.31%
04:05PM	Local Bounti Announces Full Year 2024 Financial Results (PR Newswire)
Mar-28-25 09:00AM	Local Bounti to Release Full Year 2024 Financial Results on Monday, March 31, 2025 (PR Newswire)
Dec-16-24 08:00AM	Local Bounti Announces Multi-Year Award with Large Multinational Retailer (PR Newswire) +71.92%
Nov-14-24 07:15AM	Local Bounti Announces Third Quarter 2024 Financial Results (PR Newswire)
Nov-11-24 04:05PM	Local Bounti to Release Third Quarter 2024 Financial Results on Thursday, November 14, 2024 (PR Newswire)
Aug-13-24 07:15AM	Local Bounti Announces Second Quarter 2024 Financial Results (PR Newswire) +8.52%
Aug-12-24 08:00AM	Local Bounti Now Shipping Product to Brookshire Grocery Company (PR Newswire)
Aug-09-24 08:00AM	Local Bounti to Release Second Quarter 2024 Financial Results on Tuesday, August 13, 2024 (PR Newswire)
Jul-22-24 08:00AM	Local Bounti Expands Distribution with Sam's Club (PR Newswire)
Jun-30-24 05:04PM	18 Biggest Vertical Farming Companies (Insider Monkey)
Jun-25-24 08:00AM	Local Bounti Chief Financial Officer Kathleen Valiasek Promoted to President and CFO (PR Newswire)
Jun-24-24 10:00AM	The Top 3 Food Technology Stocks to Buy to Feast on Profits (InvestorPlace) -5.96%
Jun-20-24 08:00AM	Local Bounti Announces NYSE Acceptance of Plan to Regain Listing Compliance (PR Newswire)
May-16-24 08:00AM	Local Bounti to Mark Opening of New High-Tech Controlled Environment Agriculture Facility in Mount Pleasant, Texas with Ribbon Cutting Ceremony (PR Newswire)
May-12-24 09:34AM	Local Bounti Corporation (NYSE:LOCL) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-09-24 07:15AM	Local Bounti Announces First Quarter 2024 Financial Results (PR Newswire)
May-06-24 05:07PM	Local Bounti to Release First Quarter 2024 Financial Results on Thursday, May 9, 2024 (PR Newswire) +16.86% -5.57%
Apr-23-24 08:00AM	Local Bounti to Mark Opening of New High-Tech Controlled Environment Agriculture Facility in Pasco, Washington with Ribbon Cutting Ceremony (PR Newswire) +16.86%
Apr-05-24 04:30PM	Local Bounti Receives Continued Listing Standard Notice from NYSE (PR Newswire) -9.86%
Mar-30-24 09:47AM	Local Bounti Corporation (NYSE:LOCL) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-27-24 11:52AM	LOCL Stock Earnings: Local Bounti Misses EPS, Misses Revenue for Q4 2023 (InvestorPlace)
08:25AM	Local Bounti Corporation (LOCL) Reports Q4 Loss, Lags Revenue Estimates (Zacks)
07:15AM	Local Bounti Announces Full Year 2023 Financial Results (PR Newswire)
Mar-26-24 08:00AM	Local Bounti to Release Full Year 2023 Financial Results on Wednesday, March 27, 2024 (PR Newswire)
Feb-21-24 08:00AM	Local Bounti Receives Patent for Stack & Flow Technology (PR Newswire)
Jan-24-24 09:18AM	Local Bounti Amends Cargill Credit Facility and Receives Funds for Working Capital (PR Newswire) +9.05%
Dec-15-23 08:00AM	Local Bounti Announces Leadership Transition and Provides Business Update (PR Newswire)
Oct-30-23 04:05PM	Local Bounti Announces Third Quarter 2023 Financial Results (PR Newswire) +34.14%
08:00AM	Local Bounti to Release Third Quarter 2023 Financial Results on Monday, October 30, 2023 (PR Newswire)
Aug-09-23 07:15AM	Local Bounti Announces Second Quarter 2023 Financial Results (PR Newswire)
Jul-26-23 08:00AM	Local Bounti to Release Second Quarter 2023 Financial Results on Wednesday, August 9, 2023 (PR Newswire)
May-31-23 08:00AM	Local Bounti Becomes First Indoor Grower to Offer Salads with Chicken in Expansion of Popular Grab & Go Salad Kit Lineup (PR Newswire)
May-25-23 06:49PM	High-Tech Farm Startups Are Laid Low by Financing Drought, Pests (The Wall Street Journal) -5.76% +13.98%
05:00PM	Local Bounti Announces Executive Transition, Names Anna Fabrega as CEO as Company Scales Sustainable Growing Technologies (PR Newswire)
May-10-23 07:15AM	Local Bounti Announces First Quarter 2023 Financial Results (PR Newswire)
May-03-23 08:30AM	Local Bounti Completes Sale-leaseback Transaction, Provides Approximately $35 Million of Non-Dilutive Cash (PR Newswire)
Apr-27-23 04:05PM	Local Bounti to Release First Quarter 2023 Financial Results on Wednesday, May 10, 2023 (PR Newswire)
Mar-30-23 05:00AM	CapitalGainsReport: Stocks Under $2 Making Headlines (GROM, LOCL, TIVC, NKLA) (News Direct)
Mar-29-23 07:16AM	Local Bounti Secures up to $145 Million of Additional Financing to Support Growth (PR Newswire) +46.86%
07:15AM	Local Bounti Announces Full Year 2022 Financial Results (PR Newswire)
Mar-21-23 08:00AM	Local Bounti Welcomes Jennifer Carr-Smith to its Board of Directors (PR Newswire) -17.09%
Mar-17-23 08:31AM	Local Bounti Amends Credit Agreement to Provide Additional Flexibility and Provides Select Preliminary and Unaudited Fiscal 2022 Performance (PR Newswire) +110.65%
08:30AM	Local Bounti to Release Fiscal Full Year 2022 Financial Results on Wednesday, March 29, 2023 (PR Newswire)
Mar-03-23 04:10PM	Local Bounti Receives Continued Listing Standard Notice from NYSE (PR Newswire) +5.03%
Jan-11-23 08:00AM	Local Bounti Introduces Asian Style Chicken Lettuce Wrap Kit Featuring Greenhouse-Grown Living Butter Lettuce (PR Newswire)
Jan-04-23 08:00AM	Local Bounti Breaks Ground at New High-Tech Controlled Environment Agriculture Facility in Texas to Support Growing Demand (PR Newswire)
Nov-10-22 07:15AM	Local Bounti Announces Third Quarter 2022 Financial Results (PR Newswire) +11.51%
Nov-07-22 08:00AM	Local Bounti Announces Partnership with Sam's Club to Deliver Fresh Produce in New Regions (PR Newswire)
Nov-03-22 08:00AM	Local Bounti to Release Third Quarter 2022 Financial Results on Thursday, November 10, 2022 (PR Newswire)
Oct-24-22 08:30AM	Local Bounti Announces PIPE Financing to Support Long-term Growth Strategy (PR Newswire)
Oct-19-22 08:00AM	Local Bounti to Showcase New Restaurant Quality, Grab-And-Go Salads at IFPA Global Produce Show (PR Newswire)

Local Bounti Corp. operates as an advanced indoor growing facility. The firm is a Controlled Environment Agriculture (CEA) company that utilizes patented Stack and Flow Technology, which is a hybrid of vertical and hydroponic greenhouse farming, to grow healthy food sustainably and affordably. It produces sustainably grown produce, focused primarily on living and loose leaf lettuce, arugula, spinach, and basil. The company was founded by Travis Joyner and Craig M. Hurlbert in August 2018 and is headquartered in Hamilton, MT.

CEOMs. Kathleen Valiasek

Co-FounderMr. Craig M. Hurlbert

Interim CFOMr. Anthony Hughes

Ph.D.Dr. Travis M. Joyner J.D.

Chief Operating OfficerMr. Mike Schaal

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
VALIASEK KATHLEEN	President and CEO	Oct 02 '26	Sale	1.06	118,720	125,843	1,406,140	Oct 06 04:00 PM
VALIASEK KATHLEEN	President and CEO	Jul 02 '26	Sale	1.30	118,720	154,336	1,524,860	Jul 02 04:55 PM
Hurlbert Craig M.	Executive Chairman	Apr 01 '26	Sale	1.16	100,000	116,000	814,803	Apr 03 04:13 PM
VALIASEK KATHLEEN	President and CEO	Apr 01 '26	Sale	1.16	200,000	232,000	1,443,580	Apr 03 04:11 PM
KEBS TRUST	Affiliate	Jan 28 '26	Proposed Sale	2.20	100	220		Jan 28 04:05 PM
KEBS TRUST	Affiliate	Jan 27 '26	Proposed Sale	2.23	300	670		Jan 27 04:11 PM
KEBS TRUST	Affiliate	Jan 26 '26	Proposed Sale	2.19	310	680		Jan 26 04:26 PM
KEBS TRUST	Affiliate	Jan 23 '26	Proposed Sale	2.20	300	660		Jan 23 04:08 PM
KEBS TRUST	Affiliate	Jan 22 '26	Proposed Sale	2.21	201	443		Jan 22 04:13 PM
KEBS TRUST	Affiliate	Jan 21 '26	Proposed Sale	2.21	400	883		Jan 21 04:21 PM
KEBS TRUST	Affiliate	Jan 20 '26	Proposed Sale	2.22	300	665		Jan 20 04:16 PM
KEBS TRUST	Affiliate	Jan 16 '26	Proposed Sale	2.24	500	1,119		Jan 16 04:07 PM
KEBS TRUST	Affiliate	Jan 15 '26	Proposed Sale	2.23	400	894		Jan 15 04:07 PM
KEBS TRUST	Affiliate	Jan 14 '26	Proposed Sale	2.22	500	1,108		Jan 14 04:05 PM
KEBS TRUST	Affiliate	Jan 13 '26	Proposed Sale	2.26	200	452		Jan 13 04:16 PM
KEBS TRUST	Affiliate	Jan 12 '26	Proposed Sale	2.28	100	228		Jan 12 04:15 PM
Nordby Matthew	Director	Jan 07 '26	Sale	2.22	1,000	2,223	100,705	Jan 09 04:11 PM
Nordby Matthew	Director	Jan 07 '26	Proposed Sale	2.22	1,000	2,223		Jan 07 04:02 PM
Nordby Matthew	Director	Dec 31 '25	Sale	2.14	1,000	2,137	101,705	Jan 02 04:03 PM
Nordby Matthew	Director	Dec 31 '25	Proposed Sale	2.14	1,000	2,137		Dec 31 04:03 PM
Nordby Matthew	Director	Dec 24 '25	Sale	2.19	1,000	2,186	102,705	Dec 29 04:10 PM
KEBS TRUST	Affiliate	Dec 23 '25	Proposed Sale	2.25	407	916		Dec 23 04:06 PM
Nordby Matthew	Director	Dec 23 '25	Proposed Sale	2.24	1,000	2,240		Dec 23 04:01 PM
KEBS TRUST	Affiliate	Dec 22 '25	Proposed Sale	2.25	564	1,268		Dec 22 04:03 PM
KEBS TRUST	Affiliate	Dec 19 '25	Proposed Sale	2.28	313	715		Dec 19 04:24 PM
Nordby Matthew	Director	Dec 17 '25	Sale	2.42	1,000	2,418	103,705	Dec 19 04:04 PM
KEBS TRUST	Affiliate	Dec 18 '25	Proposed Sale	2.36	1,300	3,062		Dec 18 04:10 PM
Nordby Matthew	Director	Dec 17 '25	Proposed Sale	2.42	1,000	2,418		Dec 17 04:22 PM
KEBS TRUST	Affiliate	Dec 17 '25	Proposed Sale	2.47	600	1,480		Dec 17 04:09 PM
KEBS TRUST	Affiliate	Dec 16 '25	Proposed Sale	2.47	300	741		Dec 16 04:09 PM
KEBS TRUST	Affiliate	Dec 15 '25	Proposed Sale	2.52	700	1,762		Dec 15 04:14 PM
KEBS TRUST	Affiliate	Dec 12 '25	Proposed Sale	2.50	600	1,501		Dec 12 04:29 PM
Nordby Matthew	Director	Dec 10 '25	Sale	2.55	1,000	2,550	104,705	Dec 12 04:15 PM
KEBS TRUST	Affiliate	Dec 11 '25	Proposed Sale	2.49	200	498		Dec 11 04:18 PM
KEBS TRUST	Affiliate	Dec 10 '25	Proposed Sale	2.53	412	1,043		Dec 10 04:12 PM
Nordby Matthew	Director	Dec 10 '25	Proposed Sale	2.55	1,000	2,550		Dec 10 04:02 PM
KEBS TRUST	Affiliate	Dec 09 '25	Proposed Sale	2.60	226	586		Dec 09 04:35 PM
KEBS TRUST	Affiliate	Dec 08 '25	Proposed Sale	2.44	900	2,199		Dec 08 04:34 PM
KEBS TRUST	Affiliate	Dec 05 '25	Proposed Sale	2.48	1,800	4,473		Dec 05 04:27 PM
Nordby Matthew	Director	Dec 03 '25	Sale	2.38	1,000	2,380	105,705	Dec 05 04:19 PM
KEBS TRUST	Affiliate	Dec 04 '25	Proposed Sale	2.33	2,500	5,819		Dec 04 04:29 PM
KEBS TRUST	Affiliate	Dec 03 '25	Proposed Sale	2.40	900	2,163		Dec 03 04:31 PM
Nordby Matthew	Director	Nov 26 '25	Proposed Sale	2.38	1,000	2,380		Dec 03 04:26 PM
KEBS TRUST	Affiliate	Dec 02 '25	Proposed Sale	2.53	1,011	2,556		Dec 02 04:14 PM
KEBS TRUST	Affiliate	Dec 01 '25	Proposed Sale	2.52	1,700	4,277		Dec 01 04:14 PM
Nordby Matthew	Director	Nov 26 '25	Sale	2.38	1,000	2,382	106,705	Nov 28 04:01 PM
KEBS TRUST	Affiliate	Nov 28 '25	Proposed Sale	2.39	300	717		Nov 28 01:26 PM
KEBS TRUST	Affiliate	Nov 26 '25	Proposed Sale	2.39	300	717		Nov 26 04:18 PM
Nordby Matthew	Director	Nov 26 '25	Proposed Sale	2.38	1,000	2,382		Nov 26 04:15 PM
KEBS TRUST	Affiliate	Nov 25 '25	Proposed Sale	2.31	497	1,147		Nov 25 04:30 PM
KEBS TRUST	Affiliate	Nov 24 '25	Proposed Sale	2.30	300	690		Nov 24 04:34 PM
Nordby Matthew	Director	Nov 19 '25	Sale	2.39	1,000	2,386	107,705	Nov 21 04:15 PM
Nordby Matthew	Director	Nov 19 '25	Proposed Sale	2.39	1,000	2,386		Nov 19 04:33 PM
KEBS TRUST	Affiliate	Nov 13 '25	Proposed Sale	2.52	1,906	4,804		Nov 13 04:19 PM
KEBS TRUST	Affiliate	Nov 12 '25	Proposed Sale	2.44	771	1,881		Nov 12 04:32 PM
KEBS TRUST	Affiliate	Nov 11 '25	Proposed Sale	2.45	200	491		Nov 12 09:12 AM
KEBS TRUST	Affiliate	Nov 10 '25	Proposed Sale	2.63	504	1,326		Nov 10 04:11 PM
KEBS TRUST	Affiliate	Nov 07 '25	Proposed Sale	2.49	279	694		Nov 07 04:39 PM
KEBS TRUST	Affiliate	Nov 06 '25	Proposed Sale	2.51	400	1,004		Nov 06 04:19 PM
KEBS TRUST	Affiliate	Nov 05 '25	Proposed Sale	2.56	100	256		Nov 05 04:42 PM

SCHW

Charles Schwab Corp

LOCL

Local Bounti Corp

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