LB SEC Filing News — LandBridge Corporation

Latest SEC filings for LandBridge Corporation (LB) explained in plain English. Covers insider buying and selling (Form 4), proposed insider sales (Form 144), material company events (8-K), and quarterly & annual reports (10-Q / 10-K). StrongBuyAnalytics provides navigation and brief excerpts or summaries; original filings remain at the SEC/source links and were authored by their filers, not StrongBuyAnalytics. Filing dates shown are source dates. Coverage and detection can be delayed or incomplete because of SEC availability, amendments, parsing, caching, or outages. Latest source filing date shown: 2026-10-01.

LandBridge Corporation, together with its subsidiaries, owns and manages land and resources to support and enhance oil and natural gas development in the United States. It owns surface acres in and around the Delaware Basin in Texas and New Mexico. The company holds a portfolio of oil and gas royalties. It sells brackish water and other surface composite materials. The company was formerly known as LandBridge Company LLC and changed its name to LandBridge Corporation in October, 2026. The compan…
Sector: Energy Industry: Oil & Gas E&P Market Cap: $6.3B CIK: 1995807
20
Total Filings
0
Bullish Classifications
3
Bearish Classifications
13
Insider Transactions
5
Material Events (8-K)
1
Periodic Reports
Rule-based classifications for LB currently lean bearish. Of the 20 filing records displayed, 3 carry bearish classifications (such as insider sales or negative 8-K disclosures) versus 0 bullish. This does not necessarily signal fundamental deterioration — insiders sell for many reasons — but it is worth monitoring alongside the company's core financial metrics.
LB Filing Activity Snapshot 2026-07-02 — 2026-10-01
Insider Transactions (Form 4)
0 buys vs 2 sells
Net insider selling in this period — insiders sell for many reasons beyond conviction.
Largest Form 144 Filing
$94.25M
LandBridge Holdings LLC · 2026-08-07
1,250,000 shares · Form 144
Form 144 Notices
1
Proposed insider sale filed — Form 144 is a notice of intent, not a confirmed transaction. Actual sales are confirmed via Form 4.
Insider Transactions 13 · Forms 3, 4 and 5

A Form 4 is filed within two business days of a company insider — an officer, a director, or a holder of more than ten percent of the stock — changing their position in the shares. All 13 filings in this group are Form 4s for LandBridge Corporation.

The difficulty with reading these filings as a group is that a single form type covers transactions that mean entirely different things. An executive spending their own money to buy stock and an executive having shares withheld to pay tax on a vesting grant both appear as a Form 4. Every filing below is therefore tagged with the nature of the underlying transaction, taken from the transaction code reported on the form itself.

Across the 13 insider filings shown, the breakdown is 8 compensation award, 3 tax withholding and 2 open-market sale. 2 of them involved a discretionary open-market trade; the rest are compensation and administrative mechanics.

What each transaction type means

Compensation award ×8
Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.
Tax withholding ×3
Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.
Open-market sale ×2
The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.
Form 4 Open-market sale Insider Selling 2026-08-11

LB insider LandBridge Holdings LLC (Director, 10% Owner) sold 1,250,000 shares (~$93.81M)

LandBridge Holdings LLC, listed as Director, 10% Owner at LandBridge Corp, reported an open-market sale of 1,250,000 LB shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
J Other transaction 1,250,000 — —
C Derivative conversion 1,250,000 — —
S Open-market sale 1,250,000 $75.05 $93.81M
C Derivative conversion derivative · DBR Land Holdings LLC Units 1,250,000 — —
Filing: Form 4 (Insider Transaction) Insider: LandBridge Holdings LLC (Director, 10% Owner) Shares: 1,250,000 Est. Value: $93.81M
Form 4 Open-market sale Insider Selling 2026-08-11

LB insider Capobianco David N (Director, 10% Owner) sold 1,250,000 shares (~$93.81M)

Capobianco David N, listed as Director, 10% Owner at LandBridge Corp, reported an open-market sale of 1,250,000 LB shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
J Other transaction 1,250,000 — —
C Derivative conversion 1,250,000 — —
S Open-market sale 1,250,000 $75.05 $93.81M
C Derivative conversion derivative · DBR Land Holdings LLC Units 1,250,000 — —
Filing: Form 4 (Insider Transaction) Insider: Capobianco David N (Director, 10% Owner) Shares: 1,250,000 Est. Value: $93.81M
Form 4 Compensation award Tax / Compensation Filing 2026-08-06

LB insider Form 4 filed for equity award, exercise, or tax withholding

McNeely Scott Lloyd (See Remarks) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 14,929 — —
Filing: Form 4 (Insider Transaction) Insider: McNeely Scott Lloyd (See Remarks) Shares: 14,929
Form 4 Compensation award Tax / Compensation Filing 2026-08-06

LB insider Form 4 filed for equity award, exercise, or tax withholding

Chase Valerie (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 1,900 — —
Filing: Form 4 (Insider Transaction) Insider: Chase Valerie (Director) Shares: 1,900
Form 4 Compensation award Tax / Compensation Filing 2026-08-06

LB insider Form 4 filed for equity award, exercise, or tax withholding

Bolling Harrison Fenner (See Remarks) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 13,572 — —
Filing: Form 4 (Insider Transaction) Insider: Bolling Harrison Fenner (See Remarks) Shares: 13,572
Form 4 Compensation award Tax / Compensation Filing 2026-08-06

LB insider Form 4 filed for equity award, exercise, or tax withholding

Daul Ty P. (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 1,900 — —
Filing: Form 4 (Insider Transaction) Insider: Daul Ty P. (Director) Shares: 1,900
Form 4 Compensation award Tax / Compensation Filing 2026-08-06

LB insider Form 4 filed for equity award, exercise, or tax withholding

Nicolas Andrea Liria (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 1,900 — —
Filing: Form 4 (Insider Transaction) Insider: Nicolas Andrea Liria (Director) Shares: 1,900
Form 4 Compensation award Tax / Compensation Filing 2026-08-06

LB insider Form 4 filed for equity award, exercise, or tax withholding

Long Jason Thomas (Director, See Remarks) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 20,358 — —
Filing: Form 4 (Insider Transaction) Insider: Long Jason Thomas (Director, See Remarks) Shares: 20,358
Form 4 Compensation award Tax / Compensation Filing 2026-08-06

LB insider Form 4 filed for equity award, exercise, or tax withholding

Williams Jason Frederick (See Remarks) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 13,572 — —
Filing: Form 4 (Insider Transaction) Insider: Williams Jason Frederick (See Remarks) Shares: 13,572
Form 4 Compensation award Tax / Compensation Filing 2026-08-06

LB insider Form 4 filed for equity award, exercise, or tax withholding

WATSON CHARLES L. (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 1,900 — —
Filing: Form 4 (Insider Transaction) Insider: WATSON CHARLES L. (Director) Shares: 1,900
Form 4 Tax withholding Tax / Compensation Filing 2026-07-02

LB insider Form 4 filed for equity award, exercise, or tax withholding

Long Jason Thomas (Director, See Remarks) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 33,425 $72.30 $2.42M
Filing: Form 4 (Insider Transaction) Insider: Long Jason Thomas (Director, See Remarks) Shares: 33,425
Form 4 Tax withholding Tax / Compensation Filing 2026-07-02

LB insider Form 4 filed for equity award, exercise, or tax withholding

Williams Jason Frederick (See Remarks) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 9,758 $72.30 $705.5K
Filing: Form 4 (Insider Transaction) Insider: Williams Jason Frederick (See Remarks) Shares: 9,758
Form 4 Tax withholding Tax / Compensation Filing 2026-07-02

LB insider Form 4 filed for equity award, exercise, or tax withholding

McNeely Scott Lloyd (See Remarks) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 12,188 $72.30 $881.2K
Filing: Form 4 (Insider Transaction) Insider: McNeely Scott Lloyd (See Remarks) Shares: 12,188
Proposed Insider Sales 1 · Form 144

A Form 144 is a notice of intent to sell restricted or control securities. It is not a record that anything was sold. LandBridge Corporation has 1 such notice in this period.

The distinction matters because a Form 144 is frequently reported as though it were a completed insider sale. The filer may sell all of the shares covered, some of them, or none at all, and there is no obligation to update the notice either way. A sale that is actually executed by an officer or director shows up separately on a Form 4, which is the filing to check before treating a proposed sale as a real one.

Form 144 Large Proposed Insider Sale 2026-08-07

LB Form 144 filed for proposed insider sale by LandBridge Holdings LLC (1,250,000 shares) ~$94.25M

LandBridge Holdings LLC filed a Form 144 with the SEC indicating intent to sell LB (LandBridge Corp) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4. The proposed dollar value is large enough to merit attention.

Filing: Form 144 (Proposed Sale Notice) Insider: LandBridge Holdings LLC Shares: 1,250,000 Est. Value: $94.25M
Material Events 5 · Form 8-K

An 8-K reports a material event in the window between scheduled reports. There are 5 in this period for LandBridge Corporation. Each 8-K names the item number it is filed under, and that number is the fastest way to tell a routine disclosure from a consequential one.

Item 2.02 is an earnings release, Item 5.02 is a change of directors or officers, and Item 1.01 or 2.01 covers a material agreement or a completed acquisition. Item 7.01 and Item 8.01 are the general-purpose disclosure items and carry no fixed meaning on their own.

Form 8-K Material Company Update 2026-10-01

LB filed 8-K — material company event

LandBridge Corp filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
Form 8-K Material Company Update 2026-09-22

LB filed 8-K — material company event

LandBridge Corp filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
Form 8-K Material Company Update 2026-09-22

LB filed 8-K — material company event

LandBridge Corp filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
Form 8-K Material Company Update 2026-09-21

LB filed 8-K — material company event

LandBridge Corp filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
Form 8-K Material Company Update 2026-08-05

LB filed 8-K — material company event

LandBridge Corp filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
Periodic Reports 1 · Forms 10-K and 10-Q

The periodic reports are where the audited and reviewed financial statements live. This period contains 1 quarterly report (10-Q) for LandBridge Corporation.

The two are not equivalent in weight. A 10-K is audited by an external firm and includes the full risk factor disclosure, business description and management discussion; a 10-Q is unaudited, reviewed rather than examined, and much shorter. When a figure in a quarterly report is later revised, the annual report is usually where the correction appears.

An amended report — 10-K/A or 10-Q/A — restates or corrects something in the original filing, and is worth reading against the version it replaces.

Form 10-Q Quarterly Report 2026-08-06

LB filed Quarterly Report (10-Q)

LandBridge Corp filed its quarterly report with the SEC. This report includes unaudited financial statements and management discussion for the quarter.

Filing: 10-Q (Quarterly Report)

How we classify LandBridge Corporation's filings

Straight from EDGAR

Each displayed record links to an original source document. StrongBuyAnalytics provides navigation and brief excerpts or summaries, not the filing itself. Parsing may omit context or contain errors, so read the original document in full.

Transaction codes, not guesswork

The nature shown on each insider filing comes from the transaction code the filer entered on the form itself — P for an open-market purchase, A for a compensation award, F for shares withheld to pay tax, M for an option exercise. Where one filing contains several codes, the transaction table lists them line by line.

Why the distinction matters

Insider activity is routinely summarised as buying or selling, which flattens together decisions that mean very different things. Shares withheld for tax on a vesting grant are an automatic administrative step; shares bought on the open market are someone committing their own money at the current price.

What this page does not tell you

A filing records what happened, not why. Form 4 does not always disclose whether a sale was executed under a pre-arranged Rule 10b5-1 plan, and no single filing is a basis for a decision on LB. Read these alongside the fundamentals rather than in isolation.

Frequently Asked Questions — LB SEC Filings

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Publisher, sources & limitations — September 15, 2026. StrongBuyAnalytics provides navigation and brief excerpts or summaries for educational use. Original filings remain at SEC EDGAR or other displayed source links; StrongBuyAnalytics does not author them. Filing dates are source dates, not publication dates for this page. Coverage can be delayed, incomplete, amended, or unavailable because of SEC/source availability, parsing, caching, or outages. Verify every material statement in the original filing.
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