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LandBridge stock timeline

A year of the price with every insider trade, planned sale, earnings report and material 8-K marked

252 sessions−1.1% to $65.10

LandBridge (LB) stock fell 1% over the last 252 sessions, to $65.10. On the way it reported 5 quarters, its insiders filed 11 open-market trades and 1 Form 144 notice of planned sales, and the company filed 4 material 8-Ks. Each is marked on the price and listed with what the stock did next.

LB: a year of the stock with every disclosure on itLB: a year of the stock with every disclosure on it$53.57$66.80$80.02$93.25●2025-11-12 · Earnings: missed the EPS estimate by -63.5%▼2025-11-18 · Capobianco David N sold $175M▼2025-11-18 · Five Point Energy Fund III Aiv-Viii LP sold $175M▼2025-11-18 · Five Point Energy GP III LP sold $175M◆2025-11-19 · Material definitive agreement◆2025-11-25 · Material definitive agreement▲2026-01-05 · Bolling Harrison Fenner bought $40K▲2026-01-05 · Long Jason Thomas bought $100K▲2026-01-06 · McNeely Scott Lloyd bought $25K●2026-02-26 · Earnings: beat the EPS estimate by 67.5%▼2026-03-02 · Watson Charles L. sold $2.3M▼2026-03-04 · Watson Charles L. sold $727K▼2026-03-06 · Watson Charles L. sold $975K●2026-05-07 · Earnings: missed the EPS estimate by -25.8%●2026-08-06 · Earnings: beat the EPS estimate by 8.1%▼2026-08-07 · Capobianco David N sold $93.8M▼2026-08-07 · Five Point Energy GP II LLC sold $93.8M▽2026-08-07 · Form 144: LandBridge Holdings LLC plans to sell $94.2M◆2026-09-21 · Directors and officers: departures, appointments, pay◆2026-10-01 · Material definitive agreement●2026-11-05 · Earnings: beat the EPS estimate by 4.8%●Earnings report▼Insider sale◆8-K event▲Insider buy▽Planned sale (Form 144)2025-11-062026-11-06
Daily closes, Nov 6, 2025 to Nov 6, 2026; hover a mark for the filing.

Each mark, and what followed

DateKindWhatNext session5 sessions21 sessions
Nov 5, 2026EarningsEarnings: beat the EPS estimate by 4.8%−11.3% (−6.8% vs SPY)——
Oct 1, 20268-KMaterial definitive agreement+3.7% (+2.9% vs SPY)+8.0% (+6.7% vs SPY)+3.4% (+4.5% vs SPY)
Sep 21, 20268-KDirectors and officers: departures, appointments, pay−0.7% (−0.7% vs SPY)−8.1% (−7.1% vs SPY)−9.6% (−9.0% vs SPY)
Aug 7, 2026Form 144Form 144: LandBridge Holdings LLC plans to sell $94.2M−6.4% (−7.0% vs SPY)−6.6% (−7.8% vs SPY)+7.5% (+7.3% vs SPY)
Aug 7, 2026Insider saleFive Point Energy GP II LLC sold $93.8M−6.4% (−7.0% vs SPY)−6.6% (−7.8% vs SPY)+7.5% (+7.3% vs SPY)
Aug 7, 2026Insider saleCapobianco David N sold $93.8M−6.4% (−7.0% vs SPY)−6.6% (−7.8% vs SPY)+7.5% (+7.3% vs SPY)
Aug 6, 2026EarningsEarnings: beat the EPS estimate by 8.1%+6.1% (+6.3% vs SPY)+0.9% (+0.6% vs SPY)+13.1% (+12.6% vs SPY)
May 7, 2026EarningsEarnings: missed the EPS estimate by -25.8%−3.1% (−2.8% vs SPY)+2.0% (+0.9% vs SPY)+6.5% (+5.9% vs SPY)
Mar 6, 2026Insider saleWatson Charles L. sold $975K−2.9% (−1.6% vs SPY)−2.5% (−0.2% vs SPY)−8.7% (−5.6% vs SPY)
Mar 4, 2026Insider saleWatson Charles L. sold $727K+1.6% (+0.9% vs SPY)−3.5% (−3.0% vs SPY)−10.1% (−6.6% vs SPY)
Mar 2, 2026Insider saleWatson Charles L. sold $2.3M−0.7% (−0.7% vs SPY)−2.7% (−0.7% vs SPY)−8.9% (−1.0% vs SPY)
Feb 26, 2026EarningsEarnings: beat the EPS estimate by 67.5%+12.8% (+13.4% vs SPY)+12.9% (+14.1% vs SPY)+10.7% (+17.7% vs SPY)
Jan 6, 2026Insider buyMcNeely Scott Lloyd bought $25K−2.4% (−3.0% vs SPY)+10.8% (+9.7% vs SPY)+17.3% (+17.5% vs SPY)
Jan 5, 2026Insider buyLong Jason Thomas bought $100K−3.8% (−4.5% vs SPY)+4.1% (+2.5% vs SPY)+11.0% (+10.1% vs SPY)
Jan 5, 2026Insider buyBolling Harrison Fenner bought $40K−3.8% (−4.5% vs SPY)+4.1% (+2.5% vs SPY)+11.0% (+10.1% vs SPY)
Nov 25, 20258-KMaterial definitive agreement+1.3% (+0.6% vs SPY)+7.6% (+6.3% vs SPY)−7.5% (−10.0% vs SPY)
Nov 19, 20258-KMaterial definitive agreement+4.2% (+3.8% vs SPY)−10.0% (−12.3% vs SPY)−16.3% (−18.7% vs SPY)
Nov 18, 2025Insider saleFive Point Energy GP III LP sold $175M+0.2% (+1.0% vs SPY)−8.8% (−9.2% vs SPY)−15.1% (−16.0% vs SPY)
Nov 18, 2025Insider saleFive Point Energy Fund III Aiv-Viii LP sold $175M+0.2% (+1.0% vs SPY)−8.8% (−9.2% vs SPY)−15.1% (−16.0% vs SPY)
Nov 18, 2025Insider saleCapobianco David N sold $175M+0.2% (+1.0% vs SPY)−8.8% (−9.2% vs SPY)−15.1% (−16.0% vs SPY)
Nov 12, 2025EarningsEarnings: missed the EPS estimate by -63.5%−4.8% (−4.9% vs SPY)−32.2% (−28.8% vs SPY)−41.3% (−42.2% vs SPY)

Insiders’ record here

In the year on the chart, LandBridge's insiders reported 3 open-market buys ($165K) and 8 sales ($717M). Of the 11 old enough to score, 8 were followed by the stock doing what the trade implied over the next 63 sessions (beating SPY after a buy, lagging it after a sale); the median excess return after a buy was +57.1% and after a sale −8.2%.

Across the whole universe (19,782 scored trades), insider buys beat the market 46% of the time and sales were followed by a lagging stock 61% of the time; buys of $1M or more 39%. Every pattern →

What this kind of 8-K usually did

Item8-KsNext session, medianUp next session21 sessions, medianTypical size
1.01 Material definitive agreement23,5250.0%51%+1.0%±1.4%
2.03 New debt or off-balance-sheet obligation13,2680.0%50%+1.2%±1.3%
5.02 Directors and officers: departures, appointments, pay39,174−0.1%48%+0.7%±1.4%

Across every company in the move-odds universe, measured from the close before the filing. Every 8-K item ranked →

Report card: every quarter against the estimate → LandBridge: every quarter → Live insider trades →

Prices are daily closes; filings and trades are as filed with the SEC (Form 4 within two business days of the trade, 8-K within four of the event). Moves after a mark are the stock's close-to-close change and the same for SPY; they describe the record, not what the next one will do. Not investment advice.