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 reporting persons filed an amendment to a joint Schedule 13G/A disclosing beneficial ownership of Class A Shares. The cover data states 51,480,071 Class A Shares outstanding as of the filing and reports combined holdings by affiliated entities and David Capobianco. Key reported holdings include 53,743,584 shares (52.1%) attributed to Mr. Capobianco-related entities on the cover pages and entity-level holdings of 40,698,738 shares (44.2%), 35,747,578 shares (41.0%), 13,044,846 shares (20.9%), and 4,951,160 shares (8.8%). The filing notes alternate percent calculations “assuming the redemption of all 71,976,138 OpCo Units into Class A Shares”, which produces lower percent-of-class figures for certain Reporting Persons. The cover lists the CUSIP 940923105 and identifies the Reporting Persons and their Delaware organization status.
WaterBridge Infrastructure LLC is registering up to 83,250,000 Class A shares for resale by selling shareholders pursuant to the prospectus supplement dated June 24, 2026. The supplement updates the prospectus with information from a Form 8-K reporting the Company’s 2026 annual meeting results.
The Company reported 47,016,059 Class A shares outstanding as of April 23, 2026 and 76,440,150 Class B shares outstanding as of April 23, 2026. Shareholders voted to elect all 13 director nominees, ratify Deloitte & Touche LLP as auditor, approve named executive officer compensation on an advisory basis, and set future advisory votes on executive compensation to occur every one year. Voting participation represented approximately 90.95% of total voting power.
Devon WB Holdco L.L.C., an indirect subsidiary of Devon Energy, converted 1,755,174 WBI Operating LLC units and the same number of Class B shares into 1,755,174 Class A shares of WaterBridge Infrastructure LLC on a one-for-one basis.
Devon WB Holdco then sold all 1,755,174 Class A shares in an open-market transaction through a broker-dealer under Rule 144 at $30.05 per share. After these transactions, it holds no Class A shares but continues to own 16,002,051 OpCo Units and 16,002,051 Class B shares, which carry voting rights but no economic rights. Devon Energy, WPX Energy and WPX Energy Permian disclaim beneficial ownership beyond their pecuniary interests.
WaterBridge Infrastructure LLC reported results of its 2026 annual shareholder meeting. As of the April 23, 2026 record date, the company had 47,016,059 Class A shares and 76,440,150 Class B shares outstanding, with 112,290,709 common shares represented, about 90.95% of voting power, establishing a quorum.
Shareholders elected all 13 director nominees to serve until the 2027 annual meeting. They also ratified Deloitte & Touche LLP as independent auditor for the year ending December 31, 2026, with 112,126,827 votes for and 152,412 against.
On a non-binding basis, shareholders approved compensation for the named executive officers, with 107,003,160 votes for and 113,269 against. They also supported holding future advisory votes on executive compensation every year, with 105,442,714 votes favoring an annual frequency, and the board adopted this one-year schedule.
WBI filed a Form 144 reporting proposed sales of Class A shares related to a corporate reorganization and initial public offering. The filing lists 17,757,225 Class A shares linked to the reorganization dated 09/18/2025. The excerpt also shows recent restricted‑security sales by affiliates, including sales of 1,430,814 and 3,920,948 Class A shares on 06/22/2026.
The filing identifies broker involvement by J.P. Morgan Securities LLC and records aggregate dollar figures next to the disclosed share counts. The notice documents proposed dispositions by named holders; timing and execution details beyond the listed dates are not included in the provided excerpt.
WaterBridge Infrastructure LLC disclosed significant share activity by entities associated with its major holders. On June 22, 2026, NDB Holdings, Desert Environmental Holdings and WBR Holdings sold a combined 5,894,826 Class A shares at an average price of $30.05 per share in open-market transactions under Rule 144.
In connection with these sales, NDB Holdings and Desert Environmental Holdings redeemed a total of 4,464,012 OpCo Units and an equal number of Class B shares for 4,464,012 newly issued Class A shares at no cash exercise price. After the transactions, WBR Holdings holds 1,980,921 Class A shares plus 11,063,925 OpCo Units with corresponding Class B shares, while NDB Holdings and Desert Environmental Holdings together continue to hold tens of millions of OpCo Units and corresponding Class B shares.
WaterBridge Infrastructure LLC’s major unitholders restructured and sold part of their positions. On June 22, 2026, entities including NDB Holdings LLC, Desert Environmental Holdings LLC and WBR Holdings LLC redeemed 4,464,012 WBI Operating LLC units, together with an equal number of Class B shares, for 4,464,012 Class A shares. In connection with a Rule 144 sale through a broker-dealer the same day, NDB Holdings sold 3,920,948 Class A shares, Desert Environmental Holdings sold 543,064 Class A shares and WBR Holdings sold 1,430,814 Class A shares at an open-market sale price of about $30.05 per share. After these transactions, WBR Holdings’ position includes 1,980,921 Class A shares and significant remaining OpCo Units and corresponding Class B shares, while NDB Holdings and Desert Environmental Holdings also continue to hold substantial OpCo Unit and Class B interests.
WBI filed Form 144 notices reporting proposed sales of Class A shares by affiliated holders. The excerpt lists proposed dispositions dated 06/22/2026, including WBR Holdings LLC offering 1,430,814 shares for $42,995,960.70, Desert Environmental Holdings LLC offering 543,064 shares for $16,319,073.20, and Devon WB Holdco L.L.C. offering 1,755,174 shares for $52,742,978.70. The notices reference Class A shares in connection with a corporate reorganization and initial public offering dated 09/18/2025. The filings provide proposed sale quantities and dollar amounts by seller; timing and sales methods beyond the listed dates are not detailed in the excerpt.
WBI filed a Form 144 reporting proposed sales of Class A shares by affiliated holders. The filing lists a block of 6,193,800 Class A shares in the "Securities To Be Sold" line and shows proposed transactions dated 06/22/2026. The notice includes per-holder examples, including NDB Holdings LLC: 3,920,948 shares for $117,824,487.40 and WBR Holdings LLC: 1,430,814 shares for $42,995,960.70. The excerpt also lists Devon WB Holdco L.L.C.: 1,755,174 shares for $52,742,978.70. The filing references "Corporate reorganization and initial public offering" with a 09/18/2025 notation.
Entities associated with WaterBridge Infrastructure LLC director and major holder David N. Capobianco reported a large secondary transaction involving Class A and Class B interests. On June 22, 2026, NDB Holdings LLC, Desert Environmental Holdings LLC and WBR Holdings LLC completed a series of linked conversions and sales.
The filing shows an open-market and broker-assisted sale of 5,894,826 Class A shares at $30.05 per share by these entities, following the redemption of 4,464,012 WBI Operating LLC units and the related cancellation of an equal number of Class B shares into newly issued Class A shares. These steps were made in connection with sales pursuant to Rule 144.
After these transactions, WBR Holdings holds 1,980,921 Class A shares along with additional OpCo units and corresponding Class B shares, while NDB Holdings and Desert Holdings continue to own substantial OpCo units and matching Class B shares. The filing emphasizes that Mr. Capobianco and related general partner entities may be deemed to beneficially own these securities through their control of the LLCs, but each disclaims beneficial ownership except to the extent of any pecuniary interest.