Welcome to our dedicated page for WaterBridge Infrastructure SEC filings (Ticker: WBI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
WaterBridge Infrastructure LLC (NYSE: WBI) files a range of documents with the U.S. Securities and Exchange Commission that provide detailed insight into its business as an integrated, pure-play water infrastructure company. As an issuer with Class A shares listed on the New York Stock Exchange and NYSE Texas, WaterBridge submits annual and quarterly reports, current reports on Form 8-K and registration statements that describe its produced water infrastructure network, long-term contracts with exploration and production companies and its capital structure.
Current reports on Form 8-K for WaterBridge have disclosed material events such as the completion of its upsized initial public offering of Class A shares, the entry into material definitive agreements related to senior unsecured notes due 2030 and 2033 by subsidiary WBI Operating LLC, and the use of proceeds to repay legacy term loan facilities. Other 8-K filings have reported transaction-related bonuses, governance changes including the appointment of independent directors to the board and committee assignments, and the release of quarterly financial results.
Quarterly reports on Form 10-Q, referenced in the company’s press releases, contain financial statements, management’s discussion and analysis, and additional information on produced water handling volumes, revenue and margins. These filings help investors understand how WaterBridge’s network of pipelines and produced water handling facilities supports its operations in the Delaware Basin and other basins where it has assets.
On this SEC filings page, users can access WaterBridge’s 10-K and 10-Q reports, 8-K current reports and related exhibits as they are made available through EDGAR. AI-powered summaries can assist by highlighting key terms in senior note indentures, summarizing material events, and clarifying how changes in governance, financing arrangements and operational metrics appear in the company’s regulatory disclosures. Form 4 and other ownership-related filings, when present, can provide additional context on insider transactions and equity-based compensation linked to WaterBridge’s Class A shares.
WaterBridge Infrastructure LLC filed a prospectus supplement to its Form S-1 registering for resale up to 83,250,000 Class A shares by selling shareholders. The supplement attaches WaterBridge’s Form 10‑Q for the quarter ended March 31, 2026 and updates the Prospectus with that quarterly information. The filing notes 47,016,059 Class A shares outstanding and 76,440,150 Class B shares outstanding as of May 6, 2026, and discloses a last reported NYSE price of $30.60 per Class A share on May 5, 2026. The prospectus supplement describes the resale offer by selling shareholders and must be read with the underlying Prospectus.
WaterBridge Infrastructure LLC reported sharply higher Q1 2026 results. Total revenues reached $200.98 million for the three months ended March 31, 2026, compared with $97.91 million a year earlier, driven mainly by produced water handling and skim oil revenues.
Net income rose to $9.52 million from $1.71 million, with net income attributable to WaterBridge at $3.52 million, or $0.08 per basic and diluted Class A share. Operating cash flow increased to $95.10 million, while capital expenditures were $110.94 million, reflecting continued network investment.
At March 31, 2026, cash and cash equivalents were $50.67 million and total debt was $1.49 billion, including $1.43 billion of senior notes and $50.0 million drawn on the 2025 Revolving Credit Facility. Shareholders’ equity was $1.85 billion, with 47,016,059 Class A shares and 76,440,150 Class B shares outstanding. The company paid a $0.05 per-share dividend on Class A shares and a corresponding distribution to OpCo unitholders.
WaterBridge Infrastructure LLC reported first quarter 2026 results showing a return to profitability and higher full-year guidance. Revenue was $201.0 million versus $208.9 million in the fourth quarter of 2025, reflecting seasonally lower activity. Net income was $9.5 million, compared with a $13.6 million loss in the prior quarter, while Adjusted EBITDA was $102.9 million versus $103.8 million. Average produced water handling volumes were 2.5 million barrels per day, down 4% sequentially, but margins improved, with Adjusted EBITDA Margin at 51%. The company raised its 2026 outlook to produced water handling volumes of 2.525–2.725 million barrels per day and Adjusted EBITDA of $425–$465 million, and reaffirmed capital expenditures guidance of $430–$490 million. WaterBridge reported total liquidity of $500.7 million, including $50.7 million of cash and $450.0 million of available revolver capacity, against $1.486 billion of borrowings, and declared a $0.05 per share quarterly dividend.
WaterBridge Infrastructure LLC is asking shareholders to vote at its 2026 Annual Meeting on June 18, 2026 at 4:00 p.m. Central Time, held as a hybrid in‑person and virtual event. Holders of Class A and Class B common shares as of April 23, 2026 get one vote per share and vote together as a single class.
Shareholders are being asked to elect 13 directors for one‑year terms, ratify Deloitte & Touche LLP as independent auditor for 2026, approve on an advisory basis 2025 compensation for named executive officers, and choose how often future advisory votes on executive pay should occur, with the Board recommending every year. The proxy also details WaterBridge’s controlled‑company governance structure, board independence, committee responsibilities and a pay program that includes higher post‑IPO salaries, performance‑based annual bonuses and time‑vested RSUs for senior executives.
WaterBridge Infrastructure LLC: Amendment to a Schedule 13G shows Horizon Kinetics Asset Management LLC reports beneficial ownership of 7,342,147 Class A shares, representing 17% of the class. The filing notes that Horizon Kinetics Holding Corp, as parent, may be deemed to beneficially own the same 7,342,147 Shares. The form lists the issuer's principal executive offices in Houston and is signed by the filer’s General Counsel on 04/29/2026.
WaterBridge Infrastructure LLC registers up to 83,250,000 Class A shares for resale. This prospectus supplement (dated April 14, 2026) updates the Form S-1 prospectus and attaches a Form 8-K. The supplement states the last reported sales price was $25.87 per Class A share on April 14, 2026.
The Form 8-K discloses the Board appointed Valerie Chase as an independent director and Chair of the Audit Committee, with a term expiring at the 2026 annual meeting. Director compensation includes 2,830 RSUs vesting on September 18, 2026, an annual cash retainer of $100,000, plus $10,000 for Audit Committee membership and $10,000 as Audit Committee Chair. The company states it is a "controlled company" under NYSE rules.
Chase Valerie reported acquisition or exercise transactions in this Form 4 filing.
WaterBridge Infrastructure LLC director Valerie Chase received a grant of 2,830 Class A share equivalents as restricted stock units. The award was recorded at a price of $0.00 per share as equity compensation, increasing her directly held position reported in this filing to 2,830 shares or share equivalents.
The footnote explains that each RSU represents a contingent right to receive one Class A share, and the RSUs will vest on the first anniversary of the company’s IPO date, which was September 18, 2025. This is a routine, non-cash compensation grant rather than an open-market purchase or sale.
WaterBridge Infrastructure LLC director Valerie Chase has filed an initial statement of beneficial ownership on Form 3. The filing lists her as a director of the company and reports no insider transactions or holdings details in this submission.
WaterBridge Infrastructure LLC appointed Valerie Chase to its Board of Directors, with her term expiring at the company’s 2026 annual meeting of shareholders or earlier if she resigns or is removed. She will serve as an independent director and Chair of the Audit Committee, replacing Kara Goodloe Harling in that committee role while Ms. Goodloe Harling remains on the Board.
Chase brings more than 20 years of experience in finance, accounting and corporate governance, including senior roles at Apache Corporation and as Vice President, Chief Accounting Officer and Controller of Magnolia Oil & Gas Corporation. As a non-employee director, she will receive a grant of 2,830 restricted stock units vesting on September 18, 2026, an annual cash retainer of $100,000 for Board service, plus $10,000 annually for Audit Committee membership and an additional $10,000 annually for serving as Audit Committee Chair, all paid quarterly and prorated for partial service periods.
The company also entered into an indemnification agreement with Chase dated April 13, 2026, under which she is entitled to indemnification and expense advancement to the fullest extent permitted by law for liabilities arising from her service to the company.