MarketPeel
Insider Trading Intelligence
JL

Jason Thomas Long

LB
SEE REMARKS · LANDBRIDGE CO LLC · CIK 0002028425
FILING MIX · LIFETIME67%/33%
BUYS
4
SELLS
2
TOTAL VALUE
$4.83M
COMPANIES
2
ACTIVE SINCE
Jul 2024
HOLDINGS NOW
332,621
AVG SELL PX
$69.34
TRADE KIND
SHOWING 6 / 6
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
2 backtested trades · 8 horizons · 4 pending
Forward-return performance of every backtestable P/S trade by Jason Thomas Long, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d2+100.00%+6.58%+1.08%+5.50%+5.50%
14d2+100.00%+16.55%-1.47%+18.03%+18.03%
30d2+100.00%+15.53%-0.22%+15.76%+15.76%
60d2+100.00%+41.25%-2.23%+43.48%+43.48%
90d2+100.00%+38.23%-4.19%+42.42%+42.42%
180d2+100.00%+58.00%+8.30%+49.71%+49.71%
1y2(2 pending)
2y2(2 pending)
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
LB · 190,121 shares · as of Jul 1, 2026
063,707127,414191,120254,82720252026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2024
2024
2025
2025
2025
2025
2026
2026
2026
FLOW · 4 buys / 2 sellsCOVERAGE · 9 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
LB
LANDBRIDGE CO LLC
SALE
See Remarks
33,425$72.30$2.42M190,121Jul 1, 2026Jul 2, 2026View →
LB
LANDBRIDGE CO LLC
PURCHASE
See Remarks
2,143$46.59$99.8K223,546Jan 5, 2026Jan 6, 2026View →
WBI
WATERBRIDGE INFRASTRUCTURE LLC
PURCHASE
Chief Executive Officer
5,000$19.84$99.2K142,500Jan 5, 2026Jan 6, 2026View →
WBI
WATERBRIDGE INFRASTRUCTURE LLC
PURCHASEGRANT
Stock grant
137,500137,500Sep 18, 2025Sep 22, 2025View →
LB
LANDBRIDGE CO LLC
SALE
See Remarks
33,424$66.38$2.22M221,403Jul 1, 2025Jul 3, 2025View →
LB
LANDBRIDGE CO LLC
PURCHASEGRANT
Stock grant
254,827254,827Jul 15, 2024Jul 17, 2024View →
Other insiders · LB
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About this filer
CIK 0002028425
ROLE
See Remarks
PRIMARY
LB
COMPANIES
2
ACTIVE SINCE
Jul 2024
MARKETPEEL · /INSIDER/0002028425DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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