Congress trades

LandBridge Company LLC (LB)

NYSE · Energy · last filed 11 months ago

3
Congress disclosures shown
25d
Median delay on the congress disclosures
of the 45 day limit
3 buys·0 sells
Purchases and sales in the disclosures shown
Get a push when a member of Congress trades LB.

Free on iOS and Android.

About LandBridge Company LLC

from the company's filings and listing, as of Oct 22, 2026
Exchange
NYSE
Sector
Energy
Industry
Oil & Gas Exploration & Production
Chief executive
Jason Long
Employees
4
Listed since
Jun 28, 2024
Market value
$6.2B
Price to earnings (12 mo)
35.7
Net income per share, as reported (12 mo)
$1.66
Dividend yield
0.57%

www.landbridgeco.com

Earnings

6 reported quarters · next on Nov 4, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Aug 5, 2026$0.50$0.53$66.8M$60.0MEPS missRevenue beat
Q1 FY2026reported May 6, 2026$0.23$0.70$51.0M$58.7MEPS miss, GAAPRevenue miss
Q4 FY2025reported Feb 25, 2026$0.24$0.62$56.8M$51.9MEPS missRevenue beat
Q3 FY2025reported Nov 12, 2025$0.26$0.48$50.8M$50.2MEPS miss, GAAPRevenue in line
Q2 FY2025reported Aug 6, 2025$0.24$0.39$47.5M$49.2MEPS miss, GAAPRevenue miss
Q1 FY2025reported May 7, 2025$0.27$0.34$44.0M$43.7MEPS missRevenue in line

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for fiscal 2024 · proxy filed Apr 30, 2026
ExecutiveSalaryStock awardsOtherTotal
Scott L. McNeelyExecutive Vice President, Chief Financial Officer$0$2.9M$8.7M$11.6M
Jason WilliamsExecutive Vice President, Chief Administrative Officer$0$2.3M$8.6M$11.0M
Harrison BollingExecutive Vice President, General Counsel$0$2.3M$8.6M$11.0M

The summary compensation table from the proxy statement for fiscal 2024, with titles as filed then. Executives who have since left are not shown. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
First Manhattan Co. LLC.$561.2M7,082,845+0.4%25.44%
Horizon Kinetics Asset Management LLC$461.3M5,821,263+2.9%20.91%
FMR LLC$140.7M1,775,450+33.0%6.38%
T. Rowe Price Investment Management, Inc.$101.2M1,276,671New4.59%
Vanguard Portfolio Management LLC$100.4M1,267,116+2.2%4.55%
William Blair Investment Management, LLC$97.9M1,235,265+39.2%4.44%
Morgan Stanley$58.0M731,836-50.4%2.63%
Schwartz Investment Counsel Inc$51.1M644,716+8.7%2.32%
Hood River Capital Management LLC$47.0M592,619-4.6%2.13%
UBS Group AG$45.5M573,587-9.4%2.06%
DF Dent & Co Inc$45.0M567,536+14.0%2.04%
Two Sigma Investments, LP$41.1M518,850-4.9%1.86%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

Know when the next LB filing is reported.

GetSignal watches Form 4 and STOCK Act filings and pushes each one to your phone as it is published, with the history behind it. Free on iOS and Android.

Congress trades in LB

3 disclosures · median 25d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Gilbert Ray Cisneros, Jr.StockPurchase$50,001 - $100,000+32.5%S&P 500 +16.4% · +16.0 pts vs S&P 500Nov 20, 2025Dec 15, 202525d
Gilbert Ray Cisneros, Jr.StockPurchase$15,001 - $50,000+37.9%S&P 500 +15.3% · +22.6 pts vs S&P 500Nov 21, 2025Dec 15, 202524d
Gilbert Ray Cisneros, Jr.StockPurchase$50,001 - $100,000+33.3%S&P 500 +20.1% · +13.2 pts vs S&P 500Aug 6, 2025Sep 12, 202537d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

Every Congress trade in LB, filterable by party, chamber, type and account.

A congressional disclosure names a company by its ticker symbol alone, and a symbol can be reassigned after its previous holder leaves the market. 15 disclosures filed under LB are dated before this company began trading under it, and are not shown here.

Questions

Which members of Congress have traded LB?

Gilbert Ray Cisneros, Jr. disclosed LB transactions in the filings shown here.

How quickly are LB trades disclosed?

Congressional disclosures took a median of 25 days, against the 45 the STOCK Act allows.

How to read a STOCK Act filing

WHAT THE FILING ACTUALLY SAYS

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days after the trade, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 26, 2026.

Related companies

traded by the same members

See every company we track