WaterBridge Resources LLC sold $177.1M of WBI (indirect holdings)

WaterBridge Resources LLC sold 5,894,826 indirectly-held shares of WaterBridge Infrastructure LLC (WBI) at $30.05 ($177.14M total) on 2026-06-22.

Original reporting
SEC EDGAR · WaterBridge Resources LLC
Published Jun 22, 2026, 11:45 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Jun 22, 2026, 11:46 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefInsider activity
Primary signal
MARKET
Neutral
AI market analysis
Mentioned
$WBI
Relevance
8/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

Low
01

Why it matters

The newest concrete fact is the reported sale of 5,894,826 shares at $30.0500/share totaling $177.14M, with holdings after the transaction of 1,980,921 shares; no 10b5-1 plan is indicated.

02

Market read

Large insider selling can affect sentiment, but this disclosure alone does not indicate new fundamentals, guidance, or regulatory/contract events.

03

What to watch

The article provides no context on liquidity needs, tax planning, or whether the indirect holdings relate to trusts/vehicles; without that, price-impact inference is weak.

Relevance 8/10Novelty 2/10Timing: filed 2026-06-22 (after-hours) for an insider Form 4 sale

Background

The filing is an SEC Form 4 insider transaction for WaterBridge Resources LLC, reporting an open-market sale by a 10% owner of WaterBridge Infrastructure LLC (WBI).

Market effects

None—this is a single-company insider transaction with no disclosed operational/regulatory change.

None indicated.

None indicated.

Counterpoint

Because the sale is described as indirect and not under a 10b5-1 plan, some traders may read it as a stronger signal than a routine plan sale—though the filing alone doesn’t provide motive.

Key entities

  • WaterBridge Infrastructure LLC

    The Form 4 issuer (WBI) for which the 10% owner sale is reported.

  • WaterBridge Resources LLC

    The reporting entity/10% owner that sold shares via an open-market sale (code S).

Full insider trading history

This story covers one filing. See everything behind it: every insider buy and sell on record, 10b5-1 plans, late filings, and which officers and directors are trading.

Related articles

$WBIHigh

WaterBridge Announces Third Quarter 2026 Results

WaterBridge Infrastructure LLC (WBI) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 WaterBridge Announces Third Quarter 2026 Results Reports record third quarter produced water handling volumes of 2.8 million barrels per day, representing growth of 6% quarter-over-quarter Raises midpoints of 2026 produced water handling volumes and Adjusted EBITDA g

HighAI 8/10

WaterBridge Announces Third Quarter 2026 Results

WaterBridge reported Q3 2026 results with record produced water handling volumes of 2.8M barrels/day, up 9% YoY. Revenue rose 17% YoY to $240.163M, net income was $13.3M, and Adjusted EBITDA increased 18% YoY to $124.2M. The company raised 2026 guidance and declared a $0.05 quarterly dividend. Management highlighted strong performance and demand for long-haul solutions.

$WBIMed

Raymond James raises WaterBridge Infrastructure price target on growth

Raymond James raised its price target on WaterBridge Infrastructure (NYSE:WBI) to $40 from $35, citing strong growth and strategic relationships. The company reported Q2 2026 adjusted EBITDA of $116M, exceeding estimates, and raised its 2026 guidance. WBI's stock has surged 59% year-to-date, trading below its fair value. JPMorgan also initiated coverage with an Overweight rating and a $38 price target.

$WBIMed

WaterBridge (WBI) Raised Guidance Again, So Why Did Shares Slip?

WaterBridge Infrastructure (NYSE:WBI) reported record quarterly revenue of $217.8 million and raised full-year adjusted EBITDA guidance to $435 million to $475 million. It also increased volume guidance to 2.55 million to 2.75 million bpd after acquisitions. Despite the upgrades, shares fell about 1.73% as capex rose to $530 million to $590 million and leverage reached 3.3x.

MedAI 8/10

WaterBridge Infrastructure (WBI) Q2 2026 Earnings Call Transcript

WaterBridge Infrastructure (WBI) reported Q2 2026 revenue of $217.8 million (+8% sequential) and net income of $14.6 million. Adjusted EBITDA rose to $115.8 million, with margin improving to 53%. Full-year 2026 guidance was raised for volume (2.55-2.75 mbpd) and adjusted EBITDA ($435-$475m) after the Ranger Water Midstream and NDB Landfill acquisitions.