LB LandBridge Co LLC Insider Trading

LandBridge Director Watson sold 53,350 shares across 3 transactions (March 2-6) for $3,974,475.68; reduced stake by 45.4%.

Charles L. Watson, a Director at LandBridge, executed 3 separate sales totaling 53,350 shares for $3,974,475.68 over a 4-day window (March 2–6, 2026), reducing his holdings from 117,600 to 64,250 shares. The sales were executed at prices ranging from $74.07 to $75.19, with a blended average of $74.50—near the current price of $72.39 and within the 52-week range of $44.20–$85.55. The timing of this sale occurs as the stock has appreciated 30.5% over the prior 30 days and 21.5% over 90 days, suggesting the sales may have been executed into near-peak valuations. Watson's sole prior buy at this ticker (July 2024) demonstrated strong timing, with 90-day returns of +134.1%, but this current large divest signals a material reduction in his exposure to the company despite LandBridge's strong recent financial performance (81.1% annual revenue growth, $50.8M quarterly revenue, and $8.1M net income).

Bolling Harrison Fenner buys 850 LB shares at $46.84; 2 other insiders also bought in past 14 days as stock down 48.3% from 52-week high

Bolling Harrison Fenner purchased 850 shares of LandBridge (LB) at $46.84 on 2026-01-05, expanding his holdings to 66,874 shares. This transaction coincides with a cluster pattern: 2 other insiders also bought within the past 14 days. The stock is currently trading at $44.20, representing a decline of 48.3% from its 52-week high of $85.55 and down 23.2% over the past 30 days. The company's fundamentals show strong growth with annual revenue growth of +50.9% and net income of $8,107,000.00, though the elevated P/E of 157.86 reflects significant market valuation expectations. The synchronized purchasing by multiple insiders during a period of pronounced price weakness warrants attention, though the insider's prior cross-ticker track record shows only 1 prior open-market buy, limiting conclusions about his selection timing accuracy.

LandBridge insider McNeely Scott Lloyd buys 549 shares at $45.49; cluster pattern with 2 other insiders buying within 14 days.

McNeely Scott Lloyd purchased 549 shares of LandBridge (LB) at $45.49 on 2026-01-06, increasing his position from 80,727 to 81,276 shares. This transaction occurs within a cluster pattern: 2 other insiders also bought within the past 14 days. The timing is notable given that the stock is trading -48.3% from its 52-week high of $85.55 and has declined -23.2% over the past 30 days. The company's fundamentals show strong revenue growth of +50.9% year-over-year with $50.8M in latest quarterly revenue and $8.1M in net income, though the P/E ratio stands at 157.86, reflecting elevated market expectations. The concurrent buying activity by multiple insiders during a period of significant price weakness warrants attention as a potential signal of insider perspective on valuation, though the insider's limited prior buying history (1 prior buy across all tickers) provides limited context for pattern analysis.

LandBridge insider buys 2,143 shares at $46.59 amid 48.3% stock decline from 52-week high; cluster buying pattern emerges

Jason Thomas purchased 2,143 shares of LB at $46.59, increasing his holdings to 223,546 shares. The transaction occurred during significant price weakness: the stock trades 48.3% below its 52-week high of $85.55 and declined 23.2% over the past 30 days. Notably, 2 other insiders also bought within the past 14 days, forming a cluster buy pattern that suggests broader internal confidence during a period of material drawdown. The company maintains solid fundamentals with Revenue $50,831,000.00 and Net income $8,107,000.00 in the latest quarter, with annual revenue growth of +50.9%, though the elevated P/E of 157.86 reflects market pricing concerns. This cluster activity warrants investor attention as a potential counterindicator to recent price momentum, though the magnitude of prior insider trading history (1 prior buy across all tickers) limits the predictive weight of individual trade signals.

Director LandBridge Holdings LLC sold 2,500,000 shares at $70.00 for $175,000,000 on 2025-11-18

LandBridge Holdings LLC (Director) sold 2,500,000 shares at $70.00 on 2025-11-18, generating $175,000,000 in proceeds. The sale occurred when LB traded at $70.00, well above the current price of $57.41 and 18.2% above the 52-week low of $48.86, but 32.9% below the 52-week high of $85.55. The director's prior sell at this ticker on 2025-05-23 was well-timed, with a 90-day return of -29.5%, consistent with the insider's cross-ticker track record showing a 100.00% well-timed rate on sells. The company's fundamentals show strong growth (annual revenue growth +50.9%, latest quarterly revenue $50.8M, net income $8.1M), but the elevated P/E of 205.04 reflects valuation expectations that remain disconnected from recent earnings. This transaction was a derivative-conversion event; the insider's post-sale Table I holding of 0 shares does not represent a complete position exit, as derivative securities holdings in Table II are not yet populated in this database.

Five Point Energy Fund II AIV-VII LP (Director) sold 2,500,000 shares of LB at $70.00 for $175,000,000 on 2025-11-18

Five Point Energy Fund II AIV-VII LP sold 2,500,000 shares at $70.00, representing a sale of a specific share batch rather than a complete position exit, with the derivative holdings still to be disclosed in Table II. The transaction occurred at a premium to the current price of $57.41, approximately 22% above today's market level, and at a significant premium to the 52-week high of $85.55 where the stock currently trades 32.9% below. The company shows strong financial momentum with annual revenue growth of 50.9% and latest quarterly revenue of $50.8M with net income of $8.1M, though the P/E ratio of 205.04 reflects elevated valuation multiples. This sale by a director represents a substantial capital redeployment at a price substantially above current market conditions.

Director Capobianco sold 2,500,000 shares of LB at $70.00 for $175,000,000.00 on 2025-11-18

Director David N Capobianco sold 2,500,000 shares at $70.00, generating $175,000,000.00 in proceeds. The shares were sold above the current market price of $59.74, representing a 17.1% premium to today's valuation, and well above the 52-week low of $48.86. Across his open-market history, Capobianco's prior sell activity posted an average 90-day return of -29.5% with a 100.00% well-timed rate, and his one prior LB trade (a May 2025 sale) also resulted in a -29.5% 90-day outcome. The company reported strong recent growth with annual revenue growth of +50.9% and latest quarterly revenue of $50,831,000.00, though the P/E ratio stands at 213.36, reflecting stretched valuation multiples relative to current earnings. The derivative-conversion nature of this filing indicates the transaction involves securities conversion rather than a simple exit; the insider's total position extends beyond the Table I share count shown post-transaction.

Director LandBridge Holdings LLC sold 1,900,000 shares at $75.25 for $142,975,000.00

LandBridge Holdings LLC (Director) divested 1,900,000 shares of LB at $75.25 per share on 2025-05-23 for total proceeds of $142,975,000.00. The FLAG indicates this transaction involves a conversion of derivative securities; the insider's actual post-transaction position extends beyond the Table I shares_after figure of 0, residing partially or entirely in Table II derivative holdings not yet populated in this database, so this represents a sale of a specific derivative-conversion batch rather than a complete position exit. The current stock price of $76.14 sits -9.9% from the 52-week high of $84.50 and has moved +2.7% over 30 days and +17.3% over 90 days, indicating recent strength after a correction from peak levels. With annual revenue growth of +50.9%, robust net income of $6,464,000.00 in the latest quarter, and revenue of $43,951,000.00 per quarter, the company's operational momentum remains strong, though the elevated P/E of 271.93 reflects significant investor optimism that bears monitoring.

Director Capobianco sells 1,900,000 shares of LB for $142,975,000 at $75.25; conversion of derivative securities.

Director David N Capobianco sold 1,900,000 shares of LandBridge Co LLC at $75.25 on 2025-05-23, generating $142,975,000 in proceeds. This filing reflects a conversion of derivative securities (Table II holdings, not yet populated in the database), so the sale represents a partial transaction in a broader derivative position rather than a complete stake exit. The sale occurred at $75.25 while the current price stands at $76.14 (current holdings reflect 0 shares in Table I post-transaction, but the insider retains derivative positions not yet captured). With the stock trading -9.9% from its 52-week high of $84.50, and given the company's strong 50.9% annual revenue growth offset by an extremely elevated P/E of 271.93, this derivative conversion warrants attention as a window into executive confidence in the valuation and growth trajectory.

Director Daul Ty P. bought 8,800 shares of LB at $17.00 on 2024-07-01; cluster of 3 insiders buying within 14 days.

Director Daul Ty P. purchased 8,800 shares at $17.00 on 2024-07-01, establishing a new position in LandBridge Co LLC just four trading days after public listing. This transaction occurred during a period of elevated insider acquisition activity: 2 other insiders also bought within the past 14 days, forming a cluster buy pattern. The stock has moved to $24.00 since the transaction, indicating a price advance relative to the director's entry point. For a recently listed company, coordinated insider purchases early in the public life span merit investor attention as they reflect early-stage insider capital commitment alongside other company insiders.