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LandBridge (LB) Form 4/A: Director awarded 2,201 RSUs, filing amended

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4/A

Rhea-AI Filing Summary

Daul Ty P., a director of LandBridge Co LLC (LB), amended a Form 4 to report the grant of restricted stock units under the company’s Long-Term Incentive Plan. The reported transaction on 08/27/2025 shows 2,201 Class A shares acquired at a $0 price that vest on July 1, 2026 subject to continued board service. Following the grant the reporting person beneficially owned 18,368 Class A shares, which the filing notes includes 14.048 shares acquired through a dividend reinvestment plan. The Form 4/A corrects an administrative error in the original Form 4 filed on 08/28/2025.

Positive

  • None.

Negative

  • None.

Insights

TL;DR: Insider received time‑based equity that vests in 2026; ownership change is routine and likely non‑dilutive in the short term.

The filing documents a non‑cash grant of 2,201 Class A shares via restricted stock units that vest on July 1, 2026, subject to continued service. The transaction price is listed as $0, indicating these are compensation awards rather than open‑market purchases. The amended filing corrects previously reported share counts, and total beneficial ownership after the grant is 18,368 shares, including a small amount from a dividend reinvestment plan. For investors, this is a governance/compensation disclosure rather than an operational or financial event.

TL;DR: Time‑based RSUs were granted to a director and an amendment fixed an administrative reporting error.

The grant is described as vesting solely based on continued board service through July 1, 2026, aligning director incentives with tenure. The amendment clarifies the accurate number of shares acquired and beneficially owned, which is important for disclosure integrity. There is no indication of accelerated vesting, derivative instruments, or related‑party adjustments in this filing. The disclosure appears to follow standard Section 16 reporting practices for equity compensation awards.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
1. Name and Address of Reporting Person*
Daul Ty P.

(Last) (First) (Middle)
5555 SAN FELIPE STREET, SUITE 1200

(Street)
HOUSTON TX 77056

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
LandBridge Co LLC [ LB ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
08/27/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
08/28/2025
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Class A shares 08/27/2025 A 2,201(1)(2) A $0 18,368(2)(3) D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Reflects the grant of restricted stock units pursuant to the LandBridge Company LLC Long-Term Incentive Plan which vest on July 1, 2026, generally subject to continued service on the board of directors through such vesting date.
2. The original Form 4, filed on August 28, 2025, is being amended by this Form 4/A to correct an administrative error. The original Form 4 inadvertently included the incorrect number of shares acquired and beneficially owned by the Reporting Person.
3. Includes 14.048 shared acquired through a dividend reinvestment plan.
/s/ Scott L. McNeely, Attorney-In-Fact 09/22/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
Landbridge Company Llc

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