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LandBridge Company LLC Form 4 Filings

LB NYSE

Every Form 4 that LandBridge Company LLC (LB) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A Form 4 covers the transactions officers, directors and large holders report, so if you follow LB and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LB filings page.

Rhea-AI Summary

LandBridge Holdings LLC and affiliated Five Point Energy funds, which can designate a majority of LandBridge Co LLC’s board and are therefore treated as directors by deputization, reported a series of related transactions on August 7, 2026. They redeemed 1,250,000 OpCo Units in DBR Land Holdings LLC and cancelled an equal number of Class B shares for 1,250,000 Class A shares of LandBridge Co LLC, then sold those Class A shares at $75.05 per share through a broker-dealer under Rule 144. Following these moves, the reporting person showed 47,168,908 DBR Land Holdings LLC units/Class B shares remaining. Separate from the sale, 73,141 and 102,987 OpCo Units (with corresponding Class B shares) were cancelled in lieu of tax distributions for the quarters ended March 31 and June 30, 2026.

Rhea-AI Summary

LandBridge Co LLC reporting person David N. Capobianco, a director and more than 10% owner, reported an indirect restructuring and sale on August 7, 2026. An entity he controls, LandBridge Holdings LLC, redeemed 1,250,000 OpCo Units and an equal number of Class B shares in DBR Land Holdings LLC for 1,250,000 Class A shares, then sold those Class A shares at $75.05 per share under Rule 144 through a broker-dealer. Following related redemptions and cancellations described in the notes, LandBridge Holdings is shown with 47,168,908 OpCo Units outstanding, which are indirectly attributable to Capobianco, who disclaims beneficial ownership beyond his pecuniary interest.

Rhea-AI Summary

McNeely Scott Lloyd reported acquisition or exercise transactions in this Form 4 filing.

LandBridge Co LLC reported that Executive Vice President and Chief Financial Officer Scott Lloyd McNeely received a grant of 14,929 restricted stock units, each representing one Class A share. The RSUs vest in five equal annual installments on each of the first five anniversaries of July 1, 2026, bringing his direct Class A holdings to 84,017 shares.

Rhea-AI Summary

Chase Valerie reported acquisition or exercise transactions in this Form 4 filing.

LandBridge Co LLC reported that director Valerie Chase received a grant of 1,900 Class A shares in the form of restricted stock units under the Long-Term Incentive Plan. These units vest on July 1, 2027, generally subject to continued board service, bringing her direct holdings to 14,397 shares.

Rhea-AI Summary

Bolling Harrison Fenner reported acquisition or exercise transactions in this Form 4 filing.

LandBridge Co LLC reported that its Executive Vice President and General Counsel, Bolling Harrison Fenner, received an equity award of 13,572 Class A shares in the form of restricted stock units (RSUs).

The RSUs vest in five equal annual installments beginning on July 1, 2026, with each RSU settling into one Class A share. After this grant, Fenner directly holds 71,294 Class A shares.

Rhea-AI Summary

LandBridge Co LLC director Ty P. Daul received a grant of 1,900 restricted stock units representing Class A shares under the company’s Long-Term Incentive Plan. The RSUs vest on July 1, 2027, generally subject to continued board service. Following this award, Daul directly holds 20,295 Class A shares, including 27 acquired through a dividend reinvestment plan.

Rhea-AI Summary

Nicolas Andrea Liria reported acquisition or exercise transactions in this Form 4 filing.

LandBridge Co LLC reported that director Nicolas Andrea Liria received a grant of 1,900 restricted stock units representing Class A shares on August 4, 2026, at a stated price of 0.0000 per share. These RSUs vest on July 1, 2027, generally subject to continued board service, bringing his reported Class A holdings to 11,454 shares.

Rhea-AI Summary

Long Jason Thomas reported acquisition or exercise transactions in this Form 4 filing.

LandBridge Co LLC reported that President and Chief Executive Officer Jason Thomas Long received a grant of 20,358 restricted stock units, each representing one Class A share. The RSUs vest in five equal annual installments beginning on the first anniversary of July 1, 2026, and his direct holdings increased to 210,479 Class A shares.

Rhea-AI Summary

Williams Jason Frederick reported acquisition or exercise transactions in this Form 4 filing.

LandBridge Co LLC reported that Executive Vice President and Chief Administrative Officer Jason Frederick Williams received an award of 13,572 restricted stock units (RSUs) for Class A shares on August 4, 2026. Each RSU equals one Class A share and vests in five equal annual installments starting July 1, 2026. Following this grant, Williams directly holds 68,447 Class A shares.

Rhea-AI Summary

LandBridge Co LLC director Charles L. Watson received a grant of 1,900 restricted stock units for Class A shares on August 4, 2026 under the LandBridge Company LLC Long-Term Incentive Plan. These RSUs vest on July 1, 2027, generally subject to his continued service on the board.

Following this award he directly holds 11,454 Class A shares and may exercise voting and investment control over 64,250 additional Class A shares held by Wincrest Ventures, LP, while disclaiming beneficial ownership beyond his pecuniary interest.

Rhea-AI Summary

LandBridge Co LLC director and officer Jason Thomas Long reported a tax-related share disposition linked to vested equity awards. On this Form 4, 33,425 Class A shares were withheld by the company at $72.30 per share to cover tax obligations arising from the vesting and settlement of restricted share units under the LandBridge Long-Term Incentive Plan. After this withholding, Long directly holds 190,121 Class A shares. This event reflects routine equity compensation and tax settlement rather than an open-market stock sale.

Rhea-AI Summary

LandBridge Co LLC executive Jason Frederick Williams reported a routine tax-related share disposition tied to equity compensation. In connection with the vesting and settlement of restricted share units under LandBridge’s Long-Term Incentive Plan, the company withheld 9,758 Class A shares that otherwise would have been issued to him to cover tax withholding obligations. This was recorded as a Form 4 code F transaction, which is a payment of tax liability by delivering securities rather than an open-market sale. After this withholding event, Williams directly holds 54,875 Class A shares.

Rhea-AI Summary

LandBridge Co LLC executive McNeely Scott Lloyd had shares withheld to cover taxes on equity compensation. In connection with the vesting and settlement of restricted share units under the LandBridge Company LLC Long-Term Incentive Plan, the company withheld 12,188 Class A shares that otherwise would have been issued, at a value of $72.30 per share. After this tax-withholding disposition, Lloyd directly holds 69,088 Class A shares. This was not an open-market sale, but a routine mechanism to satisfy tax withholding obligations tied to RSU vesting.

Rhea-AI Summary

LandBridge Co LLC insider Harrison Fenner had 9,152 Class A shares withheld by the company to cover tax obligations tied to restricted share units vesting. This was recorded at a value of $72.30 per share and reflects a tax-withholding disposition, not an open-market sale. After the transaction, Fenner continues to hold 57,722 Class A shares directly, showing a substantial remaining equity position from company compensation programs.

Rhea-AI Summary

LandBridge Co LLC director-associated entity reports open-market sales of Class A shares. Class A shares representing limited liability company interests in LandBridge Co LLC that are directly held by Wincrest Ventures, LP, an entity over which director Charles L. Watson may exercise voting and investment control, were sold in open-market transactions.

Across 2026-03-02, 2026-03-04, and 2026-03-06, Wincrest Ventures, LP sold a total of 53,350 Class A shares at reported prices of $74.0661, $75.1884, and $75.0043 per share, with one transaction described as a weighted average price for trades between $75.1477 and $75.6468 per share. Following these indirect sales, 64,250 Class A shares remain indirectly held through Wincrest Ventures, and 9,554 Class A shares are reported as held directly.

Rhea-AI Summary

LandBridge Co LLC insider trading report: An executive officer reported buying additional shares of the company. On 01/05/2026, the Executive Vice President and General Counsel purchased 850 Class A shares of LandBridge Co LLC at a price of $46.84 per share. After this transaction, the officer directly owns 66,874 Class A shares. This filing reflects the individual’s updated ownership position in the company’s equity.

Rhea-AI Summary

LandBridge Co LLC executive Scott L. McNeely, Executive Vice President and Chief Financial Officer, reported an acquisition of company equity. On January 6, 2026, he acquired 549 Class A shares of LandBridge Co LLC at a price of $45.49 per share. Following this transaction, he beneficially owned 81,276 Class A shares, held in direct ownership. The filing covers this single equity purchase by one reporting person.

Rhea-AI Summary

LandBridge Co LLC reported an insider share purchase by a company leader. A reporting person who is both a director and the company’s President and Chief Executive Officer bought 2,143 Class A shares of LandBridge on 01/05/2026. The transaction is coded “P,” indicating a purchase, at a price of $46.59 per share. After this transaction, the insider directly holds 223,546 Class A shares.

Rhea-AI Summary

LandBridge Co LLC director and 10% owner reports major share activity. On November 18, 2025, LandBridge Holdings redeemed 2,500,000 OpCo Units together with the cancellation of an equal number of Class B shares for 2,500,000 Class A shares of LandBridge Co LLC. It then sold the same 2,500,000 Class A shares in an underwritten public offering at $70.00 per share, which was the price to the underwriter. Following these transactions, the reporting persons indirectly beneficially owned 48,593,505 securities as shown in the filing, and held no Class A shares in the reported indirect account.

Rhea-AI Summary

LandBridge Company LLC (LB) reported insider activity by a director and 10% owner involving its Up-C structure. On November 18, 2025, the reporting person redeemed 2,500,000 OpCo Units of DBR Land Holdings LLC, together with the cancellation of 2,500,000 Class B shares, for 2,500,000 Class A shares of LandBridge at no stated cash cost. The same day, the reporting person sold 2,500,000 Class A shares in an underwritten public offering at $70.00 per share, transferring those shares to the public market.

Following these transactions, the reporting person continued to hold 48,593,505 derivative interests linked to LandBridge through OpCo Units and related Class B shares, while its direct Class A share position was reduced to zero. The structure allows OpCo Units plus Class B shares to be redeemed in the future for an equal number of newly issued Class A shares or cash, at LandBridge’s election, subject to certain requirements.

Rhea-AI Summary

LandBridge Company LLC insider David N. Capobianco, through LandBridge Holdings LLC, reported a series of related equity transactions in LandBridge Co LLC (ticker LB) on November 18, 2025.

LandBridge Holdings redeemed 2,500,000 DBR Land Holdings LLC units, together with the cancellation of an equal number of Class B shares, for 2,500,000 Class A shares of the issuer at no stated share price. On the same date, LandBridge Holdings then sold 2,500,000 Class A shares in an underwritten public offering at $70.00 per share, which represents the price to the underwriter.

Following these transactions, an entity controlled by the reporting person remained an indirect holder of a large block of Class B shares and associated OpCo units, over which he may be deemed to have voting and dispositive power, while disclaiming beneficial ownership beyond his pecuniary interest.

Rhea-AI Summary

LandBridge Co LLC reporting officer received restricted stock units. The reporting person, a director, was granted 2,201 Class A shares in the form of restricted stock units that vest on July 1, 2026 and are generally subject to continued board service through vesting. After the grant the reporting person beneficially owned 12,479 Class A shares.

The Form 4 amendment corrects an administrative error in the originally reported number of shares acquired and beneficially owned; no other transaction types or derivative instruments are reported.

Rhea-AI Summary

LandBridge Co LLC reporting person Nicolas Andrea Liria received a grant of restricted stock units (RSUs) under the company's Long-Term Incentive Plan. The Form 4/A amends an earlier filing to correct the number of Class A shares reported: the transaction on 08/27/2025 shows an acquisition of 2,201 RSUs at no cash price, which vest on July 1, 2026 subject to continued board service. After the reported transaction, the reporting person beneficially owns 9,554 Class A shares. The amendment clarifies an administrative error in the original Form 4 filed 08/28/2025 and does not disclose any derivative transactions.

Rhea-AI Summary

LandBridge Company LLC director Charles L. Watson amended a Form 4 to correct an administrative error and to report the grant of 2,201 restricted stock units on 08/27/2025 under the company’s Long-Term Incentive Plan. Those RSUs vest on July 1, 2026, subject to continued board service. The amendment clarifies prior reporting and shows Mr. Watson also has indirect beneficial ownership of 117,600 Class A shares through Wincrest Ventures, LP, of which he exercises voting and investment control. The filing was signed by an attorney-in-fact on 09/22/2025.

Rhea-AI 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.