LBLandBridge Company LLCEnergy · Oil & Gas Equipment & Servicesas of 2026-09-16
Horizon

Issued 2026-09-16 at $82.70 · now $82.70 (2026-09-16, +0.0% since)

Based on its own history, a month from the 2026-09-16 close, LB has typically landed between $66.29 and $113.95 — a range of −19.8% to +37.8% from the issuance price $82.70.

Range of outcomes in historically similar periods — not a price prediction. Ranges are scored publicly on /methodology.
  • Actual close
  • Typical path (median)
  • Middle 50% of outcomes
  • 90% range

535 overlapping 1 month windows · 2024-06-282026-08-17 · basis climatology · forecast (batch). Probability up 53.9% (90% CI 51.756.1%, ≈1,408 obs).

The cone is anchored at the 2026-09-16 issuance close ($82.70) — the price the forecast resolves against on 2026-10-15, not the latest close. The drawn path shape is illustrative (bands widen with √t); every labeled number is real — the anchor, the scored batch p90/IQR endpoints, and the typical move.

Where LB has typically landed a month from the 2026-09-16 close of $82.7 — the range is history, not a prediction.

$66.29worst · -19.8%$113.95best · +37.8%
  • now $82.7 (+0.0%)
  • typicalThe typical outcome — half of similar past periods did better and half did worse (not an average, so a few wild periods don't skew it). $86.08 (+4.1%)
  • middle 50%The central range of outcomes — half of similar past periods landed inside it, a quarter finished above, a quarter below. $77.14$95.02
  • 90% rangeA nine-in-ten range — in about nine of every ten similar past periods the outcome stayed within these bounds. $66.29$113.95
Actual 1-month windows behind the coneiEvery overlapping 1-month window in this security's own price history was ranked by realized return; shown are the 3 worst and 3 best of 535 windows spanning 2024-06-28 to 2026-09-16. Not cherry-picked — these are the extremes of the full sample. Max drop / max rise are the deepest and highest points reached within each window. See /methodology.
StartReturnMax dropMax rise
3 worst
2025-11-11−33.9%−35.5%+0.0%
2025-11-14−32.2%−32.2%+0.0%
2025-11-12−32.2%−32.3%+0.0%
3 best
2025-10-13+65.2%−0.5%+65.2%
2024-10-10+60.7%+0.0%+60.7%
2025-10-14+58.2%+0.0%+66.0%

535 overlapping windows · 2024-06-282026-09-16 · not cherry-picked

Seasonality · by month iHow this security has tended to do in each calendar month historically — a frequency, never a prediction.

iFor each calendar month, the share of years this security closed higher than the month before, and the average month-over-month return, over ~3 years of its own price history. Cells are shaded by average return. This is historical frequency, not a prediction — no month is a signal.
Jan
100%
+8.9%
n=2
Feb
100%
+18.1%
n=2
Mar
50%
−1.5%
n=2
Apr
50%
+0.1%
n=2
May
50%
+0.4%
n=2
Jun
50%
+3.9%
n=2
Jul
33%
+8.0%
n=3
Aug
67%
+6.4%
n=3
Sep
67%
+0.2%
n=3
Oct
100%
+27.2%
n=2
Nov
50%
+15.9%
n=2
Dec
0%
−14.4%
n=2

Up-frequency and average month-over-month return · historical frequency, not a prediction

Reported insider & political trades

Every Form 4 the people closest to this company have filed with the SEC — plotted against the share price, aggregated by month, and shown with the gap between when each trade happened and when it was disclosed. A public record, not advice.

Share price & reported tradesMonthly open-market valueReporting lag — trade date to filing date2026-092026-082026-072026-062026-052026-042026-032026-022026-012025-122025-112025-102025-092025-08$90$442026-08-07: 2 insider sales, $187.6M — LandBridge Holdings LLC, Capobianco David N2026-03-06: 1 insider sale, $975K — WATSON CHARLES L.2026-03-04: 1 insider sale, $727K — WATSON CHARLES L.2026-03-02: 1 insider sale, $2.3M — WATSON CHARLES L.2026-01-06: 1 insider purchase, $25K — McNeely Scott Lloyd2026-01-05: 2 insider purchases, $140K — Long Jason Thomas, Bolling Harrison Fenner2025-11-18: 3 insider sales, $525.0M — Capobianco David N, LandBridge Holdings LLC, Five Point Energy Fund II AIV-VII LP2025-11: 3 open-market sales, $525.0M2026-01: 3 open-market purchases, $165K2026-03: 3 open-market sales, $4.0M2026-08: 2 open-market sales, $187.6M↑ buys↓ salesdirector LandBridge Holdings LLC — Sale on 2026-08-07, filed 4 days after the tradedirector Capobianco David N — Sale on 2026-08-07, filed 4 days after the tradedirector WATSON CHARLES L. — Sale on 2026-03-06, filed same daydirector WATSON CHARLES L. — Sale on 2026-03-04, filed 2 days after the tradedirector WATSON CHARLES L. — Sale on 2026-03-02, filed 4 days after the tradeofficer McNeely Scott Lloyd — Purchase on 2026-01-06, filed 1 day after the tradedirector Long Jason Thomas — Purchase on 2026-01-05, filed 2 days after the tradeofficer Bolling Harrison Fenner — Purchase on 2026-01-05, filed 2 days after the tradedirector Capobianco David N — Sale on 2025-11-18, filed 2 days after the tradedirector LandBridge Holdings LLC — Sale on 2025-11-18, filed 3 days after the tradedirector Five Point Energy Fund II AIV-VII LP — Sale on 2025-11-18, filed 3 days after the trade
DatePersonRoleActionShares @ priceValueOwnership Δvs S&P 1mvs S&P 6mOwned afterFiling
2026-08-07LandBridge Holdings LLCdirectorSale1,250,000 @ $75.05$93.8M−100.0% of holding+18.1%not yet — horizon still open0Form 4 · filed 4 days after the trade
2026-08-07Capobianco David NdirectorSale1,250,000 @ $75.05$93.8M−100.0% of holding+18.1%not yet — horizon still open0Form 4 · filed 4 days after the trade
2026-03-06WATSON CHARLES L.directorSale13,000 @ $75.00$975K−16.8% of holding+0.3%+4.6%64,250Form 4 · filed same day
2026-03-04WATSON CHARLES L.directorSale9,670 @ $75.19$727K−11.1% of holding−2.9%+2.9%77,250Form 4 · filed 2 days after the trade
2026-03-02WATSON CHARLES L.directorSale30,680 @ $74.07$2.3M−26.1% of holding−1.5%+6.4%86,920Form 4 · filed 4 days after the trade
2026-01-06McNeely Scott LloydofficerPurchase549 @ $45.49$25K+0.7% of holding+21.9%+63.4%81,276Form 4 · filed 1 day after the trade
2026-01-05Long Jason ThomasdirectorPurchase2,143 @ $46.59$100K+1.0% of holding+19.1%+58.7%223,546Form 4 · filed 2 days after the trade
2026-01-05Bolling Harrison FennerofficerPurchase850 @ $46.84$40K+1.3% of holding+19.1%+58.7%66,874Form 4 · filed 2 days after the trade
2025-11-18Capobianco David NdirectorSale2,500,000 @ $70.00$175.0M−100.0% of holding−17.5%+9.9%0Form 4 · filed 2 days after the trade
2025-11-18LandBridge Holdings LLCdirectorSale2,500,000 @ $70.00$175.0M−100.0% of holding−17.5%+9.9%0Form 4 · filed 3 days after the trade
2025-11-18Five Point Energy Fund II AIV-VII LPdirectorSale2,500,000 @ $70.00$175.0M−100.0% of holding−17.5%+9.9%0Form 4 · filed 3 days after the trade
2025-05-23Capobianco David NdirectorSale1,900,000 @ $75.25$143.0M−100.0% of holding−20.6%−41.0%0Form 4 · filed 5 days after the trade
2025-05-23LandBridge Holdings LLCdirectorSale1,900,000 @ $75.25$143.0M−100.0% of holding−20.6%−41.0%0Form 4 · filed 5 days after the trade

The vs-S&P columns are a labeled look-back on what the stock did after each filing, measured against the index over the same window. Descriptive history, not a claim about the person or a reason to trade.

43 award / exercise / gift records — not counted as purchases

Awards, option exercises, gifts and tax-withholding disposals are shown separately and never counted as open-market purchases or sales — they carry no conviction information.

DatePersonRoleActionSharesOwned afterFiling
2026-08-07LandBridge Holdings LLCdirectorOther acquisition1,250,00047,168,908Form 4
2026-08-07LandBridge Holdings LLCdirectorConversion1,250,0001,250,000Form 4
2026-08-07Capobianco David NdirectorOther acquisition1,250,00047,168,908Form 4
2026-08-07Capobianco David NdirectorConversion1,250,0001,250,000Form 4
2026-08-07LandBridge Holdings LLCdirectorConversion1,250,00047,168,908Form 4
2026-08-07Capobianco David NdirectorConversion1,250,00047,168,908Form 4
2026-08-04Long Jason ThomasdirectorAward / grant20,358210,479Form 4
2026-08-04Bolling Harrison FennerofficerAward / grant13,57271,294Form 4
2026-08-04Chase ValeriedirectorAward / grant1,90014,397Form 4
2026-08-04Daul Ty P.directorAward / grant1,90020,295Form 4
2026-08-04WATSON CHARLES L.directorAward / grant1,90011,454Form 4
2026-08-04Williams Jason FrederickofficerAward / grant13,57268,447Form 4
2026-08-04Nicolas Andrea LiriadirectorAward / grant1,90011,454Form 4
2026-08-04McNeely Scott LloydofficerAward / grant14,92984,017Form 4
2026-07-01Long Jason ThomasdirectorWithheld for tax33,425190,121Form 4
2026-07-01McNeely Scott LloydofficerWithheld for tax12,18869,088Form 4
2026-07-01Williams Jason FrederickofficerWithheld for tax9,75854,875Form 4
2026-07-01Bolling Harrison FennerofficerWithheld for tax9,15257,722Form 4
2025-11-18Capobianco David NdirectorConversion2,500,00048,593,505Form 4
2025-11-18LandBridge Holdings LLCdirectorOther acquisition2,500,00048,593,505Form 4
2025-11-18LandBridge Holdings LLCdirectorConversion2,500,0002,500,000Form 4
2025-11-18LandBridge Holdings LLCdirectorConversion2,500,00048,593,505Form 4
2025-11-18Five Point Energy Fund II AIV-VII LPdirectorOther acquisition2,500,00048,593,505Form 4
2025-11-18Five Point Energy Fund II AIV-VII LPdirectorConversion2,500,0002,500,000Form 4
2025-11-18Five Point Energy Fund II AIV-VII LPdirectorConversion2,500,00048,593,505Form 4
2025-11-18Capobianco David NdirectorConversion2,500,0002,500,000Form 4
2025-11-18Capobianco David NdirectorOther acquisition2,500,00048,593,505Form 4
2025-08-27WATSON CHARLES L.directorAward / grant3,89511,248Form 4
2025-08-27Nicolas Andrea LiriadirectorAward / grant3,89511,248Form 4
2025-08-27Daul Ty P.directorAward / grant3,89520,048Form 4
2025-08-27Chase ValeriedirectorAward / grant3,89514,173Form 4
2025-07-01Long Jason ThomasdirectorWithheld for tax33,424221,403Form 4
2025-07-01McNeely Scott LloydofficerWithheld for tax12,18780,727Form 4
2025-07-01Williams Jason FrederickofficerWithheld for tax9,75764,633Form 4
2025-07-01Bolling Harrison FennerofficerWithheld for tax8,36666,024Form 4
2025-05-23LandBridge Holdings LLCdirectorConversion1,900,00051,241,496Form 4
2025-05-23Capobianco David NdirectorOther acquisition1,900,00051,241,496Form 4
2025-05-23Capobianco David NdirectorConversion1,900,0001,900,000Form 4
2025-05-23Capobianco David NdirectorConversion1,900,00051,241,496Form 4
2025-05-23LandBridge Holdings LLCdirectorOther acquisition1,900,00051,241,496Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Across 2012–2021, stocks where a CEO, C-suite officer, or director had recently made an open-market common-stock purchase ran about +28 bp per month above the universe average (n=34,268 stock-weeks). A historical tendency, not a prediction.

Congressional disclosures

No congressional trades disclosed for this company.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.