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NYSE · USD

TXO

TXO Partners, L.P.

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Tapewire entity
5093
SEC CIK
0001559432
Parsed reports
86

Last 12 months

Inside the activity.

23 purchase rows · 5 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202510
Jan 202603
Feb 202600
Mar 202600
Apr 202602
May 2026130
Jun 202640
Jul 202600
Aug 202650
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 13, 2026 Filed Aug 14, 2026 00:21 UTC
SIMPSON BOB RDirector · 10% owner
PurchaseCommon Units 125,000 $14.32 $1,789,787.50
Disclosure

SEC source: 0001182684-26-000020 · ownership.xml · nonDerivative · entry 2

SIMPSON BOB R · CIK 0001182684 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,500,000

F2 · shares: This transaction was executed in multiple trades at prices ranging from $14.23 to $14.40. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 12, 2026 Filed Aug 14, 2026 00:21 UTC
SIMPSON BOB RDirector · 10% owner
PurchaseCommon Units 25,000 $14.43 $360,757.50
Disclosure

SEC source: 0001182684-26-000020 · ownership.xml · nonDerivative · entry 1

SIMPSON BOB R · CIK 0001182684 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,375,000

F1 · shares: This transaction was executed in multiple trades at prices ranging from $14.40 to $14.48. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a secruity holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 11, 2026 Filed Aug 11, 2026 21:08 UTC
SIMPSON BOB RDirector · 10% owner
PurchaseCommon Units 100,000 $14.27 $1,427,480.00
Disclosure

SEC source: 0001182684-26-000017 · ownership.xml · nonDerivative · entry 3

SIMPSON BOB R · CIK 0001182684 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,350,000

F3 · shares: This transaction was executed in multiple trades at prices ranging from $14.13 to $14.36. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a secruity holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 10, 2026 Filed Aug 11, 2026 21:08 UTC
SIMPSON BOB RDirector · 10% owner
PurchaseCommon Units 50,000 $14.17 $708,260.00
Disclosure

SEC source: 0001182684-26-000017 · ownership.xml · nonDerivative · entry 2

SIMPSON BOB R · CIK 0001182684 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,250,000

F2 · shares: This transaction was executed in multiple trades at prices ranging from $13.97 to $14.20. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a secruity holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 07, 2026 Filed Aug 11, 2026 21:08 UTC
SIMPSON BOB RDirector · 10% owner
PurchaseCommon Units 100,000 $13.52 $1,351,890.00
Disclosure

SEC source: 0001182684-26-000017 · ownership.xml · nonDerivative · entry 1

SIMPSON BOB R · CIK 0001182684 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,200,000

F1 · shares: This transaction was executed in multiple trades at prices ranging from $13.25 to $13.76. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a secruity holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
June 23, 2026 Filed Jun 24, 2026 21:49 UTC
SIMPSON BOB RDirector · 10% owner
PurchaseCommon Units 63,282 $12.64 $800,105.97
Disclosure

SEC source: 0001193125-26-281322 · ownership.xml · nonDerivative · entry 2

SIMPSON BOB R · CIK 0001182684 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,100,000

F2 · shares: This transaction was executed in multiple trades at prices ranging from $12.60 to $12.71. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a secruity holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
June 22, 2026 Filed Jun 24, 2026 21:49 UTC
SIMPSON BOB RDirector · 10% owner
PurchaseCommon Units 36,718 $12.55 $460,976.13
Disclosure

SEC source: 0001193125-26-281322 · ownership.xml · nonDerivative · entry 1

SIMPSON BOB R · CIK 0001182684 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,036,718

F1 · shares: This transaction was executed in multiple trades at prices ranging from $12.52 to $12.60. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a secruity holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
June 03, 2026 Filed Jun 4, 2026 01:22 UTC
SIMPSON BOB RDirector · 10% owner
PurchaseCommon Units 369,153 $13.91 $5,135,398.13
Disclosure

SEC source: 0001182684-26-000015 · ownership.xml · nonDerivative · entry 2

SIMPSON BOB R · CIK 0001182684 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,000,000

F2 · shares: This transaction was executed in multiple trades at prices ranging from $13.50 to $14.05. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a secruity holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
June 02, 2026 Filed Jun 4, 2026 01:22 UTC
SIMPSON BOB RDirector · 10% owner
PurchaseCommon Units 230,847 $13.41 $3,096,373.90
Disclosure

SEC source: 0001182684-26-000015 · ownership.xml · nonDerivative · entry 1

SIMPSON BOB R · CIK 0001182684 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,630,847

F1 · shares: This transaction was executed in multiple trades at prices ranging from $13.14 to $13.48. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a secruity holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
May 27, 2026 Filed May 27, 2026 21:02 UTC
SIMPSON BOB RDirector · 10% owner
PurchaseCommon Units 65,592 $13.20 $866,050.53
Disclosure

SEC source: 0001182684-26-000013 · ownership.xml · nonDerivative · entry 1

SIMPSON BOB R · CIK 0001182684 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,400,000

F1 · shares: This transaction was executed in multiple trades at prices ranging from $13.15 to $13.31. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a secruity holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
May 26, 2026 Filed May 26, 2026 20:25 UTC
SIMPSON BOB RDirector · 10% owner
PurchaseCommon Units 34,408 $13.27 $456,463.41
Disclosure

SEC source: 0001182684-26-000011 · ownership.xml · nonDerivative · entry 3

SIMPSON BOB R · CIK 0001182684 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,334,408

F3 · shares: This transaction was executed in multiple trades at prices ranging from $13.18 to $13.31. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a secruity holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
May 22, 2026 Filed May 26, 2026 20:25 UTC
SIMPSON BOB RDirector · 10% owner
PurchaseCommon Units 104,451 $13.77 $1,438,655.85
Disclosure

SEC source: 0001182684-26-000011 · ownership.xml · nonDerivative · entry 2

SIMPSON BOB R · CIK 0001182684 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,300,000

F2 · shares: This transaction was executed in multiple trades at prices ranging from $13.48 to $13.85. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a secruity holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
May 21, 2026 Filed May 26, 2026 20:25 UTC
SIMPSON BOB RDirector · 10% owner
PurchaseCommon Units 245,549 $13.70 $3,363,210.99
Disclosure

SEC source: 0001182684-26-000011 · ownership.xml · nonDerivative · entry 1

SIMPSON BOB R · CIK 0001182684 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,195,549

F1 · shares: This transaction was executed in multiple trades at prices ranging from $13.44 to $13.75. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a secruity holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
May 20, 2026 Filed May 20, 2026 21:48 UTC
SIMPSON BOB RDirector · 10% owner
PurchaseCommon Units 90,152 $13.35 $1,203,655.41
Disclosure

SEC source: 0001182684-26-000008 · ownership.xml · nonDerivative · entry 2

SIMPSON BOB R · CIK 0001182684 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,950,000

F2 · shares: This transaction was executed in multiple trades at prices ranging from $13.25 to $13.42. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a secruity holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
May 18, 2026 Filed May 20, 2026 21:48 UTC
SIMPSON BOB RDirector · 10% owner
PurchaseCommon Units 58,251 $13.17 $767,089.94
Disclosure

SEC source: 0001182684-26-000008 · ownership.xml · nonDerivative · entry 1

SIMPSON BOB R · CIK 0001182684 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,859,848

F1 · shares: This transaction was executed in multiple trades at prices ranging from $12.86 to $13.50. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a secruity holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
May 15, 2026 Filed May 15, 2026 20:46 UTC
SIMPSON BOB RDirector · 10% owner
PurchaseCommon Units 151,597 $12.95 $1,962,635.40
Disclosure

SEC source: 0001182684-26-000006 · ownership.xml · nonDerivative · entry 3

SIMPSON BOB R · CIK 0001182684 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,801,597

F3 · shares: This transaction was executed in multiple trades at prices ranging from $12.50 to $13.07. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a secruity holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
May 14, 2026 Filed May 15, 2026 20:46 UTC
SIMPSON BOB RDirector · 10% owner
PurchaseCommon Units 64,475 $13.02 $839,161.47
Disclosure

SEC source: 0001182684-26-000006 · ownership.xml · nonDerivative · entry 2

SIMPSON BOB R · CIK 0001182684 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,650,000

F2 · shares: This transaction was executed in multiple trades at prices ranging from $13.00 to $13.04. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a secruity holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
May 13, 2026 Filed May 15, 2026 20:46 UTC
SIMPSON BOB RDirector · 10% owner
PurchaseCommon Units 85,525 $12.98 $1,110,182.92
Disclosure

SEC source: 0001182684-26-000006 · ownership.xml · nonDerivative · entry 1

SIMPSON BOB R · CIK 0001182684 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,585,525

F1 · shares: This transaction was executed in multiple trades at prices ranging from $12.77 to $13.00. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a secruity holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
May 11, 2026 Filed May 11, 2026 21:38 UTC
SIMPSON BOB RDirector · 10% owner
PurchaseCommon Units 500,000 $12.67 $6,336,750.00
Disclosure

SEC source: 0001182684-26-000003 · ownership.xml · nonDerivative · entry 3

SIMPSON BOB R · CIK 0001182684 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,500,000

F3 · shares: This transaction was executed in multiple trades at prices ranging from $12.57 to $12.80. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a secruity holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
May 08, 2026 Filed May 11, 2026 21:38 UTC
SIMPSON BOB RDirector · 10% owner
PurchaseCommon Units 162,365 $12.50 $2,030,065.83
Disclosure

SEC source: 0001182684-26-000003 · ownership.xml · nonDerivative · entry 2

SIMPSON BOB R · CIK 0001182684 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,000,000

F2 · shares: This transaction was executed in multiple trades at prices ranging from $12.37 to $12.60. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a secruity holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
May 08, 2026 Filed May 11, 2026 21:39 UTC PurchaseCommon Units 10,000 $12.41 $124,117.00
Disclosure

SEC source: 0001182695-26-000001 · ownership.xml · nonDerivative · entry 1

ADAMS WILLIAM H III · CIK 0001182695 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,951

F1 · shares: This transaction was executed in multiple trades at prices ranging from $12.35 to $12.48. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a secruity holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
May 07, 2026 Filed May 11, 2026 21:38 UTC
SIMPSON BOB RDirector · 10% owner
PurchaseCommon Units 87,635 $12.43 $1,089,679.88
Disclosure

SEC source: 0001182684-26-000003 · ownership.xml · nonDerivative · entry 1

SIMPSON BOB R · CIK 0001182684 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,837,635

F1 · shares: This transaction was executed in multiple trades at prices ranging from $12.20 to $12.50. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a secruity holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
April 01, 2026 Filed Apr 1, 2026 17:17 UTC
Simpson Gary D.Director · Co-Chief Executive Officer
SaleCommon Units 27,234 $12.38 $337,156.92
Disclosure

SEC source: 0001436414-26-000006 · ownership.xml · nonDerivative · entry 1

Simpson Gary D. · CIK 0001436414 · Director · Co-Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 581,018

F1 · shares: Represents units sold to satisfy tax withholding obligations incident to the vesting of certain equity awards. This sale is covered under a Rule 10b5-1 trading arrangement. This sale is mandated by the Issuer's policy requiring satisfaction of tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.

Read SEC document
April 01, 2026 Filed Apr 1, 2026 21:18 UTC
Clum Brent W.Director · Co-CEO and CFO
SaleCommon Units 27,234 $12.38 $337,156.92
Disclosure

SEC source: 0001725625-26-000006 · ownership.xml · nonDerivative · entry 1

Clum Brent W. · CIK 0001725625 · Director · Co-CEO and CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 800,340

F1 · shares: Represents units sold to satisfy tax withholding obligations incident to the vesting of certain equity awards. This sale is covered under a Rule 10b5-1 trading arrangement. This sale is mandated by the Issuer's policy requiring satisfaction of tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.

Read SEC document
March 27, 2026 Filed Mar 27, 2026 16:44 UTC GiftTXO Partners, L.P. 720,000 $0.00 $0.00
Disclosure

SEC source: 0001182688-26-000003 · ownership.xml · nonDerivative · entry 1

HUTTON KEITH A · CIK 0001182688 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,100,215

F1 · shares: Reflects transfer of units to be held in trust for certain family members of the Reporting Person.

Read SEC document
January 31, 2026 Filed Feb 3, 2026 17:00 UTC
Agosta Scott T.Chief Accounting Officer
SaleCommon Units 10,689 $12.07 $129,016.23
Disclosure

SEC source: 0001725631-26-000002 · ownership.xml · nonDerivative · entry 3

Agosta Scott T. · CIK 0001725631 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 205,474

F3 · shares: Represents units sold to satisfy tax withholding obligations incident to the vesting of certain equity awards. This sale is covered under a Rule 10b5-1 trading arrangement. This sale is mandated by the Issuer's policy requiring satisfaction of tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.

Read SEC document
January 31, 2026 Filed Feb 3, 2026 17:00 UTC
Agosta Scott T.Chief Accounting Officer
GrantCommon Units 21,109 $0.00 $0.00
Disclosure

SEC source: 0001725631-26-000002 · ownership.xml · nonDerivative · entry 2

Agosta Scott T. · CIK 0001725631 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 216,163

F2 · shares: Reflects performance units. Each performance unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The performance units will vest in two substantially equal installments beginning on January 31, 2027.

Read SEC document
January 31, 2026 Filed Feb 3, 2026 17:00 UTC
Agosta Scott T.Chief Accounting Officer
GrantCommon Units 35,556 $0.00 $0.00
Disclosure

SEC source: 0001725631-26-000002 · ownership.xml · nonDerivative · entry 1

Agosta Scott T. · CIK 0001725631 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 195,054

F1 · shares: Reflects phantom units. Each phantom unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The phantom units will vest in three substantially equal installments beginning on January 31, 2027.

Read SEC document
January 31, 2026 Filed Feb 3, 2026 17:00 UTC
Simpson Gary D.Director · Co-Chief Executive Officer
SaleCommon Units 8,126 $12.07 $98,080.82
Disclosure

SEC source: 0001436414-26-000002 · ownership.xml · nonDerivative · entry 3

Simpson Gary D. · CIK 0001436414 · Director · Co-Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 608,252

F3 · shares: Represents units sold to satisfy tax withholding obligations incident to the vesting of certain equity awards. This sale is covered under a Rule 10b5-1 trading arrangement. This sale is mandated by the Issuer's policy requiring satisfaction of tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.

Read SEC document
January 31, 2026 Filed Feb 3, 2026 17:00 UTC
Simpson Gary D.Director · Co-Chief Executive Officer
GrantCommon Units 52,769 $0.00 $0.00
Disclosure

SEC source: 0001436414-26-000002 · ownership.xml · nonDerivative · entry 2

Simpson Gary D. · CIK 0001436414 · Director · Co-Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 616,378

F2 · shares: Reflects performance units. Each performance unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The performance units will vest in two substantially equal installments beginning on January 31, 2027.

Read SEC document
January 31, 2026 Filed Feb 3, 2026 17:00 UTC
Simpson Gary D.Director · Co-Chief Executive Officer
GrantCommon Units 155,556 $0.00 $0.00
Disclosure

SEC source: 0001436414-26-000002 · ownership.xml · nonDerivative · entry 1

Simpson Gary D. · CIK 0001436414 · Director · Co-Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 563,609

F1 · shares: Reflects phantom units. Each phantom unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The phantom units will vest in three substantially equal installments beginning on January 31, 2027.

Read SEC document
January 31, 2026 Filed Feb 4, 2026 02:32 UTC GrantCommon Units 10,667 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-036451 · ownership.xml · nonDerivative · entry 1

ADAMS WILLIAM H III · CIK 0001182695 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 118,951

F1 · shares: Reflects phantom units. Each phantom unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The phantom units will vest on January 31, 2027.

Read SEC document
January 31, 2026 Filed Feb 3, 2026 17:00 UTC GrantCommon Units 10,667 $0.00 $0.00
Disclosure

SEC source: 0001279296-26-000002 · ownership.xml · nonDerivative · entry 1

KEVIL PHILLIP R · CIK 0001279296 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,051

F1 · shares: Reflects phantom units. Each phantom unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The phantom units will vest on January 31, 2027.

Read SEC document
January 31, 2026 Filed Feb 3, 2026 17:00 UTC GrantCommon Units 10,667 $0.00 $0.00
Disclosure

SEC source: 0001549743-26-000002 · ownership.xml · nonDerivative · entry 1

Massaro Lawrence S · CIK 0001549743 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,567

F1 · shares: Reflects phantom units. Each phantom unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The phantom units will vest on January 31, 2027.

Read SEC document
January 31, 2026 Filed Feb 3, 2026 22:00 UTC GrantCommon Units 10,667 $0.00 $0.00
Disclosure

SEC source: 0001950307-26-000003 · ownership.xml · nonDerivative · entry 1

Settle Rick Jacob · CIK 0001950307 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,383

F1 · shares: Reflects phantom units. Each phantom unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The phantom units will vest on January 31, 2027.

Read SEC document
January 31, 2026 Filed Feb 3, 2026 22:00 UTC
Clum Brent W.Director · Co-CEO and CFO
SaleCommon Units 19,571 $12.07 $236,221.97
Disclosure

SEC source: 0001725625-26-000002 · ownership.xml · nonDerivative · entry 3

Clum Brent W. · CIK 0001725625 · Director · Co-CEO and CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 827,574

F3 · shares: Represents units sold to satisfy tax withholding obligations incident to the vesting of certain equity awards. This sale is covered under a Rule 10b5-1 trading arrangement. This sale is mandated by the Issuer's policy requiring satisfaction of tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.

Read SEC document
January 31, 2026 Filed Feb 3, 2026 22:00 UTC
Clum Brent W.Director · Co-CEO and CFO
GrantCommon Units 52,769 $0.00 $0.00
Disclosure

SEC source: 0001725625-26-000002 · ownership.xml · nonDerivative · entry 2

Clum Brent W. · CIK 0001725625 · Director · Co-CEO and CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 847,145

F2 · shares: Reflects performance units. Each performance unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The performance units will vest in two substantially equal installments beginning on January 31, 2027.

Read SEC document
January 31, 2026 Filed Feb 3, 2026 22:00 UTC
Clum Brent W.Director · Co-CEO and CFO
GrantCommon Units 155,556 $0.00 $0.00
Disclosure

SEC source: 0001725625-26-000002 · ownership.xml · nonDerivative · entry 1

Clum Brent W. · CIK 0001725625 · Director · Co-CEO and CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 794,376

F1 · shares: Reflects phantom units. Each phantom unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The phantom units will vest in three substantially equal installments beginning on January 31, 2027.

Read SEC document
January 31, 2026 Filed Feb 11, 2026 15:18 UTC GrantCommon Units 10,667 $0.00 $0.00
Disclosure

SEC source: 0001290407-26-000004 · primary_doc.xml · nonDerivative · entry 1

King Luther Jr · CIK 0001290407 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 751,111

F1 · shares: Reflects phantom units. Each phantom unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The phantom units will vest on January 31, 2027.

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December 11, 2025 Filed Dec 16, 2025 16:21 UTC PurchaseCommon Units 2,000 $11.90 $23,800.00
Disclosure

SEC source: 0001279296-25-000003 · wk-form4_1765920062.xml · nonDerivative · entry 1

KEVIL PHILLIP R · CIK 0001279296 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,384

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May 19, 2025 Filed May 20, 2025 20:11 UTC
ADAMS WILLIAM H IIIDirector · See Remarks
PurchaseCommon Units 10,000 $15.26 $152,600.00
Disclosure

SEC source: 0001559432-25-000082 · wk-form4_1747771874.xml · nonDerivative · entry 1

ADAMS WILLIAM H III · CIK 0001182695 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,284

F1 · price: This transaction was executed in multiple trades at prices ranging from $15.18 to $15.26. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

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May 15, 2025 Filed May 15, 2025 23:59 UTC
SIMPSON BOB RDirector · 10% owner
PurchaseCommon Units 2,250,000 $15.00 $33,750,000.00
Disclosure

SEC source: 0001559432-25-000076 · wk-form4_1747353537.xml · nonDerivative · entry 1

SIMPSON BOB R · CIK 0001182684 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,750,000

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May 15, 2025 Filed May 15, 2025 19:55 UTC PurchaseCommon Units 700,000 $15.00 $10,500,000.00
Disclosure

SEC source: 0001559432-25-000072 · wk-form4_1747353347.xml · nonDerivative · entry 1

HUTTON KEITH A · CIK 0001182688 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,820,215

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May 15, 2025 Filed May 15, 2025 19:57 UTC PurchaseCommon Units 20,000 $15.00 $300,000.00
Disclosure

SEC source: 0001559432-25-000074 · wk-form4_1747353456.xml · nonDerivative · entry 1

Massaro Lawrence S · CIK 0001549743 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,900

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May 15, 2025 Filed May 19, 2025 09:27 UTC
King Luther JrDirector · See below
PurchaseCommon Units 500,000 $15.00 $7,500,000.00
Disclosure

SEC source: 0000310051-25-000002 · primary_doc.xml · nonDerivative · entry 1

King Luther Jr · CIK 0001290407 · Director · See below

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 3,061,530

F1 · shares: Includes (i) 333,333 Common Units acquired by LKCM Investment Partnership, L.P. (LIP) and (ii) 166,667 Common Units acquired by PDLP Morningstar, LLC, the ownership interests of which are held entirely by LKCM Private Discipline Master Fund, SPC (PDP).

F2 · ownership.nature: LKCM Investment Partnership GP, LLC (LIP GP) is the general partner of LIP. LKCM Private Discipline Management, L.P. (PDP GP) is the sole holder of the management shares of PDP. Luther King Capital Management (LKCM) serves as the investment adviser to each of LIP and PDP. Mr. King is the President and controlling shareholder of LKCM and a controlling member and/or partner of each of LIP GP and PDP GP. Mr. King expressly disclaims beneficial ownership of the Common Units reported herein except to the extent of his pecuinary interest therein.

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May 14, 2025 Filed May 15, 2025 19:49 UTC PurchaseCommon Units 3,000 $15.18 $45,540.00
Disclosure

SEC source: 0001559432-25-000070 · wk-form4_1747352979.xml · nonDerivative · entry 1

KEVIL PHILLIP R · CIK 0001279296 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,384

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April 01, 2025 Filed Apr 1, 2025 17:15 UTC
Simpson Gary D.Director · Co-Chief Executive Officer
SaleCommon Units 31,517 $19.08 $601,344.36
Disclosure

SEC source: 0001559432-25-000050 · wk-form4_1743542152.xml · nonDerivative · entry 3

Simpson Gary D. · CIK 0001436414 · Director · Co-Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 408,053

F3 · shares: 3. Represents units sold to satisfy tax withholding obligations incident to the vesting of certain equity awards. This sale is covered under a Rule 10b5-1 trading arrangement. This sale is mandated by the Issuer's policy requiring the satisfaction of tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.

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April 01, 2025 Filed Apr 1, 2025 17:15 UTC
Simpson Gary D.Director · Co-Chief Executive Officer
GrantCommon Units 100,000 $0.00 $0.00
Disclosure

SEC source: 0001559432-25-000050 · wk-form4_1743542152.xml · nonDerivative · entry 2

Simpson Gary D. · CIK 0001436414 · Director · Co-Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 439,570

F2 · shares: Reflects phantom units. Each phantom unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The phantom units will vest in one year on April 1, 2026.

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April 01, 2025 Filed Apr 1, 2025 17:15 UTC
Simpson Gary D.Director · Co-Chief Executive Officer
GrantCommon Units 100,000 $0.00 $0.00
Disclosure

SEC source: 0001559432-25-000050 · wk-form4_1743542152.xml · nonDerivative · entry 1

Simpson Gary D. · CIK 0001436414 · Director · Co-Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 339,570

F1 · shares: Reflects the grant of common units with immediate vesting.

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April 01, 2025 Filed Apr 1, 2025 17:18 UTC GrantCommon Units 3,900 $0.00 $0.00
Disclosure

SEC source: 0001559432-25-000053 · wk-form4_1743542319.xml · nonDerivative · entry 1

Massaro Lawrence S · CIK 0001549743 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,900

F1 · shares: Reflects phantom units. Each phantom unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The phantom units will vest in one year on April 1, 2026.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.