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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 1 | 0 |
| Jan 2026 | 0 | 3 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 2 |
| May 2026 | 13 | 0 |
| Jun 2026 | 4 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 5 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 01, 2025 Filed Apr 1, 2025 21:15 UTC |
Clum Brent W.Director · Co-CEO and CFO
|
SaleCommon Units | 31,517 | $19.08 | $601,344.36 |
DisclosureSEC source: 0001559432-25-000049 · wk-form4_1743542102.xml · nonDerivative · entry 3 Clum Brent W. · CIK 0001725625 · Director · Co-CEO and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 638,820 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. Read SEC document |
| April 01, 2025 Filed Apr 1, 2025 21:15 UTC |
Clum Brent W.Director · Co-CEO and CFO
|
GrantCommon Units | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001559432-25-000049 · wk-form4_1743542102.xml · nonDerivative · entry 2 Clum Brent W. · CIK 0001725625 · Director · Co-CEO and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 670,337 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. Read SEC document |
| April 01, 2025 Filed Apr 1, 2025 21:15 UTC |
Clum Brent W.Director · Co-CEO and CFO
|
GrantCommon Units | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001559432-25-000049 · wk-form4_1743542102.xml · nonDerivative · entry 1 Clum Brent W. · CIK 0001725625 · Director · Co-CEO and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 570,337 F1 · shares: Reflects the grant of common units with immediate vesting. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 16:24 UTC |
Agosta Scott T.Chief Accounting Officer
|
SaleCommon Units | 5,775 | $18.59 | $107,357.25 |
DisclosureSEC source: 0001559432-25-000029 · wk-form4_1738704250.xml · nonDerivative · entry 3 Agosta Scott T. · CIK 0001725631 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 159,498 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 the 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, 2025 Filed Feb 4, 2025 16:24 UTC |
Agosta Scott T.Chief Accounting Officer
|
GrantCommon Units | 24,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001559432-25-000029 · wk-form4_1738704250.xml · nonDerivative · entry 2 Agosta Scott T. · CIK 0001725631 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 165,273 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, 2026. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 16:24 UTC |
Agosta Scott T.Chief Accounting Officer
|
GrantCommon Units | 21,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001559432-25-000029 · wk-form4_1738704250.xml · nonDerivative · entry 1 Agosta Scott T. · CIK 0001725631 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 141,193 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, 2026. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 16:23 UTC |
Simpson Gary D.President, Prod & Development
|
GrantCommon Units | 8,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001559432-25-000028 · wk-form4_1738704219.xml · nonDerivative · entry 2 Simpson Gary D. · CIK 0001436414 · President, Prod & Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 239,570 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, 2026. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 16:23 UTC |
Simpson Gary D.President, Prod & Development
|
GrantCommon Units | 52,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001559432-25-000028 · wk-form4_1738704219.xml · nonDerivative · entry 1 Simpson Gary D. · CIK 0001436414 · President, Prod & Development 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 231,480 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, 2026. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:19 UTC |
ADAMS WILLIAM H IIIDirector · See Remarks
|
GrantCommon Units | 5,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001559432-25-000021 · wk-form4_1738703947.xml · nonDerivative · entry 1 ADAMS WILLIAM H III · CIK 0001182695 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,284 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, 2026. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 16:21 UTC |
King Luther JrDirector · 10% owner · See below
|
GrantCommon Units | 3,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001559432-25-000025 · wk-form4_1738704101.xml · nonDerivative · entry 1 King Luther Jr · CIK 0001290407 · Director · 10% owner · See below 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 747,344 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, 2026. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 16:20 UTC |
KEVIL PHILLIP RDirector
|
GrantCommon Units | 3,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001559432-25-000023 · wk-form4_1738704040.xml · nonDerivative · entry 1 KEVIL PHILLIP R · CIK 0001279296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,384 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, 2026. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:23 UTC |
Clum Brent W.Director · Pres, Business Opers and CFO
|
SaleCommon Units | 7,702 | $18.59 | $143,180.18 |
DisclosureSEC source: 0001559432-25-000027 · wk-form4_1738704187.xml · nonDerivative · entry 3 Clum Brent W. · CIK 0001725625 · Director · Pres, Business Opers and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 470,337 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 the 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, 2025 Filed Feb 4, 2025 21:23 UTC |
Clum Brent W.Director · Pres, Business Opers and CFO
|
GrantCommon Units | 60,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001559432-25-000027 · wk-form4_1738704187.xml · nonDerivative · entry 2 Clum Brent W. · CIK 0001725625 · Director · Pres, Business Opers and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 478,039 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, 2026. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:23 UTC |
Clum Brent W.Director · Pres, Business Opers and CFO
|
GrantCommon Units | 52,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001559432-25-000027 · wk-form4_1738704187.xml · nonDerivative · entry 1 Clum Brent W. · CIK 0001725625 · Director · Pres, Business Opers and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 417,839 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, 2026. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:22 UTC |
Settle Rick JacobDirector
|
GrantCommon Units | 5,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001559432-25-000026 · wk-form4_1738704146.xml · nonDerivative · entry 1 Settle Rick Jacob · CIK 0001950307 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,716 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, 2026. Read SEC document |
| December 30, 2024 Filed Jan 2, 2025 22:40 UTC |
ADAMS WILLIAM H IIIDirector · See Remarks
|
PurchaseCommon Units | 14,000 | $16.93 | $236,997.60 |
DisclosureSEC source: 0001559432-25-000003 · wk-form4_1735857649.xml · nonDerivative · entry 1 ADAMS WILLIAM H III · CIK 0001182695 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,784 F1 · price: This transaction was executed in multiple trades at prices ranging from $16.75 to $17.00. 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 security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 19, 2024 Filed Dec 19, 2024 16:43 UTC |
HUTTON KEITH ADirector · 10% owner
|
PurchaseCommon Units | 20,000 | $15.85 | $317,000.00 |
DisclosureSEC source: 0001559432-24-000059 · wk-form4_1734644629.xml · nonDerivative · entry 3 HUTTON KEITH A · CIK 0001182688 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,120,215 Read SEC document |
| December 18, 2024 Filed Dec 19, 2024 16:43 UTC |
HUTTON KEITH ADirector · 10% owner
|
PurchaseCommon Units | 60,000 | $16.04 | $962,556.00 |
DisclosureSEC source: 0001559432-24-000059 · wk-form4_1734644629.xml · nonDerivative · entry 2 HUTTON KEITH A · CIK 0001182688 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,100,215 F2 · price: This transaction was executed in multiple trades at prices ranging from $15.85 to $16.15. 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 |
| December 17, 2024 Filed Dec 18, 2024 19:08 UTC |
KEVIL PHILLIP RDirector
|
PurchaseCommon Units | 500 | $15.75 | $7,875.00 |
DisclosureSEC source: 0001559432-24-000057 · wk-form4_1734566924.xml · nonDerivative · entry 3 KEVIL PHILLIP R · CIK 0001279296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,484 Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 16:43 UTC |
HUTTON KEITH ADirector · 10% owner
|
PurchaseCommon Units | 40,000 | $15.64 | $625,464.00 |
DisclosureSEC source: 0001559432-24-000059 · wk-form4_1734644629.xml · nonDerivative · entry 1 HUTTON KEITH A · CIK 0001182688 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,040,215 F1 · price: This transaction was executed in multiple trades at prices ranging from $15.59 to $15.65. 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 |
| December 16, 2024 Filed Dec 18, 2024 19:08 UTC |
KEVIL PHILLIP RDirector
|
PurchaseCommon Units | 500 | $16.05 | $8,025.00 |
DisclosureSEC source: 0001559432-24-000057 · wk-form4_1734566924.xml · nonDerivative · entry 2 KEVIL PHILLIP R · CIK 0001279296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,984 Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 19:08 UTC |
KEVIL PHILLIP RDirector
|
PurchaseCommon Units | 1,000 | $16.25 | $16,250.00 |
DisclosureSEC source: 0001559432-24-000057 · wk-form4_1734566924.xml · nonDerivative · entry 1 KEVIL PHILLIP R · CIK 0001279296 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,484 Read SEC document |
| June 28, 2024 Filed Jun 28, 2024 22:38 UTC |
SIMPSON BOB RDirector · Chairman and CEO · 10% owner
|
PurchaseCommon Units | 100,000 | $20.00 | $2,000,000.00 |
DisclosureSEC source: 0001559432-24-000033 · wk-form4_1719614281.xml · nonDerivative · entry 1 SIMPSON BOB R · CIK 0001182684 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,500,000 Read SEC document |
| June 28, 2024 Filed Jun 28, 2024 18:39 UTC |
HUTTON KEITH ADirector · President of Prod and Develop · 10% owner
|
PurchaseCommon Units | 878,000 | $20.00 | $17,560,000.00 |
DisclosureSEC source: 0001559432-24-000034 · wk-form4_1719614389.xml · nonDerivative · entry 1 HUTTON KEITH A · CIK 0001182688 · Director · President of Prod and Develop · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000,215 Read SEC document |
| May 24, 2024 Filed May 28, 2024 07:52 UTC |
King Luther JrDirector · 10% owner
|
SaleCommon Units | 10,000 | $21.24 | $212,428.00 |
DisclosureSEC source: 0000310051-24-000011 · primary_doc.xml · nonDerivative · entry 1 King Luther Jr · CIK 0001290407 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 2,561,530 F1 · kind: Represents Common Units sold on behalf of a separately managed account for which Luther King Capital Management Corporation (LKCM) serves as investment adviser. F2 · balance_after: Represents (i) 1,189,400 Common Units held by LKCM Investment Partnership, L.P. (LIP) and (ii) 1,372,130 Common Units held by LKCM Private Discipline Master Fund, SPC (PDP). F3 · balance_after: LKCM Investment Partnership GP, LLC (LIP GP) is the general partner of LIP. LKCM Private Discipline Management, L.P. (PDP GP) holds all of the management shares of PDP. LKCM is the investment adviser for each of LIP and PDP. Mr. King is the President and controlling shareholder of LKCM and a controlling member or manager 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 pecuniary interest therein. Read SEC document |
| May 23, 2024 Filed May 24, 2024 12:54 UTC |
King Luther JrDirector · 10% owner
|
SaleCommon Units | 10,000 | $21.16 | $211,642.00 |
DisclosureSEC source: 0000310051-24-000010 · primary_doc.xml · nonDerivative · entry 2 King Luther Jr · CIK 0001290407 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 2,571,530 F1 · kind: Represents Common Units sold on behalf of a separately managed account for which Luther King Capital Management Corporation (LKCM) serves as investment adviser. F2 · ownership.nature: Represents (i) 1,189,400 Common Units held by LKCM Investment Partnership, L.P. (LIP), (ii) 1,372,130 Common Units held by LKCM Private Discipline Master Fund, SPC (PDP), and (iii) 10,000 shares held by a separately managed account for which LKCM serves as investment adviser. F3 · ownership.nature: LKCM Investment Partnership GP, LLC (LIP GP) is the general partner of LIP. LKCM Private Discipline Management, L.P. (PDP GP) holds all of the management shares of PDP. LKCM is the investment adviser to each of LIP and PDP. Mr. King is the President and controlling shareholder of LKCM and a controlling member or manager 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 pecuniary interest therein. Read SEC document |
| May 22, 2024 Filed May 24, 2024 12:54 UTC |
King Luther JrDirector · 10% owner
|
SaleCommon Units | 10,000 | $22.20 | $221,977.00 |
DisclosureSEC source: 0000310051-24-000010 · primary_doc.xml · nonDerivative · entry 1 King Luther Jr · CIK 0001290407 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 2,581,530 F1 · kind: Represents Common Units sold on behalf of a separately managed account for which Luther King Capital Management Corporation (LKCM) serves as investment adviser. F2 · ownership.nature: Represents (i) 1,189,400 Common Units held by LKCM Investment Partnership, L.P. (LIP), (ii) 1,372,130 Common Units held by LKCM Private Discipline Master Fund, SPC (PDP), and (iii) 10,000 shares held by a separately managed account for which LKCM serves as investment adviser. F3 · ownership.nature: LKCM Investment Partnership GP, LLC (LIP GP) is the general partner of LIP. LKCM Private Discipline Management, L.P. (PDP GP) holds all of the management shares of PDP. LKCM is the investment adviser to each of LIP and PDP. Mr. King is the President and controlling shareholder of LKCM and a controlling member or manager 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 pecuniary interest therein. Read SEC document |
| May 06, 2024 Filed May 6, 2024 23:49 UTC |
Global Endowment Management, LP10% owner
|
SaleCommon Units | 15,237 | $18.03 | $274,765.77 |
DisclosureSEC source: 0000905148-24-001274 · form4.xml · nonDerivative · entry 6 Global Endowment Management, LP · CIK 0001512237 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By GEF-DTOE, Inc. Disclosed balance after: 1,089,868 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.78 to $18.205, inclusive. F4 · ownership.nature: Global Endowment Management, LP controls the investment decisions of each of GEF-DTOE, Inc. and GEF-PUE, LP, and Stephanie S. Lynch has management control over Global Endowment Management, LP and accordingly may be deemed to share beneficial ownership of the common units held by each of GEF-DTOE, Inc. and GEF-PUE, LP. Stephanie S. Lynch disclaims beneficial ownership of such common units except to the extent of her pecuniary interest therein, if any. Read SEC document |
| May 06, 2024 Filed May 6, 2024 23:49 UTC |
Global Endowment Management, LP10% owner
|
SaleCommon Units | 26,741 | $18.03 | $482,215.10 |
DisclosureSEC source: 0000905148-24-001274 · form4.xml · nonDerivative · entry 5 Global Endowment Management, LP · CIK 0001512237 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By GEF-PUE, LP Disclosed balance after: 1,985,130 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.78 to $18.205, inclusive. F4 · ownership.nature: Global Endowment Management, LP controls the investment decisions of each of GEF-DTOE, Inc. and GEF-PUE, LP, and Stephanie S. Lynch has management control over Global Endowment Management, LP and accordingly may be deemed to share beneficial ownership of the common units held by each of GEF-DTOE, Inc. and GEF-PUE, LP. Stephanie S. Lynch disclaims beneficial ownership of such common units except to the extent of her pecuniary interest therein, if any. Read SEC document |
| May 03, 2024 Filed May 6, 2024 23:49 UTC |
Global Endowment Management, LP10% owner
|
SaleCommon Units | 7,114 | $18.21 | $129,533.85 |
DisclosureSEC source: 0000905148-24-001274 · form4.xml · nonDerivative · entry 4 Global Endowment Management, LP · CIK 0001512237 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By GEF-DTOE, Inc. Disclosed balance after: 1,105,105 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.17 to $18.305, inclusive. F4 · ownership.nature: Global Endowment Management, LP controls the investment decisions of each of GEF-DTOE, Inc. and GEF-PUE, LP, and Stephanie S. Lynch has management control over Global Endowment Management, LP and accordingly may be deemed to share beneficial ownership of the common units held by each of GEF-DTOE, Inc. and GEF-PUE, LP. Stephanie S. Lynch disclaims beneficial ownership of such common units except to the extent of her pecuniary interest therein, if any. Read SEC document |
| May 03, 2024 Filed May 6, 2024 23:49 UTC |
Global Endowment Management, LP10% owner
|
SaleCommon Units | 13,972 | $18.21 | $254,406.37 |
DisclosureSEC source: 0000905148-24-001274 · form4.xml · nonDerivative · entry 3 Global Endowment Management, LP · CIK 0001512237 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By GEF-PUE, LP Disclosed balance after: 2,011,871 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.17 to $18.305, inclusive. F4 · ownership.nature: Global Endowment Management, LP controls the investment decisions of each of GEF-DTOE, Inc. and GEF-PUE, LP, and Stephanie S. Lynch has management control over Global Endowment Management, LP and accordingly may be deemed to share beneficial ownership of the common units held by each of GEF-DTOE, Inc. and GEF-PUE, LP. Stephanie S. Lynch disclaims beneficial ownership of such common units except to the extent of her pecuniary interest therein, if any. Read SEC document |
| May 02, 2024 Filed May 6, 2024 23:49 UTC |
Global Endowment Management, LP10% owner
|
SaleCommon Units | 8,559 | $18.25 | $156,242.83 |
DisclosureSEC source: 0000905148-24-001274 · form4.xml · nonDerivative · entry 2 Global Endowment Management, LP · CIK 0001512237 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By GEF-DTOE, Inc. Disclosed balance after: 1,112,219 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.23 to $18.43, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnotes 1 through 3 of this Form 4. F4 · ownership.nature: Global Endowment Management, LP controls the investment decisions of each of GEF-DTOE, Inc. and GEF-PUE, LP, and Stephanie S. Lynch has management control over Global Endowment Management, LP and accordingly may be deemed to share beneficial ownership of the common units held by each of GEF-DTOE, Inc. and GEF-PUE, LP. Stephanie S. Lynch disclaims beneficial ownership of such common units except to the extent of her pecuniary interest therein, if any. Read SEC document |
| May 02, 2024 Filed May 6, 2024 23:49 UTC |
Global Endowment Management, LP10% owner
|
SaleCommon Units | 15,589 | $18.25 | $284,574.08 |
DisclosureSEC source: 0000905148-24-001274 · form4.xml · nonDerivative · entry 1 Global Endowment Management, LP · CIK 0001512237 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By GEF-PUE, LP Disclosed balance after: 2,025,843 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.23 to $18.43, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnotes 1 through 3 of this Form 4. F4 · ownership.nature: Global Endowment Management, LP controls the investment decisions of each of GEF-DTOE, Inc. and GEF-PUE, LP, and Stephanie S. Lynch has management control over Global Endowment Management, LP and accordingly may be deemed to share beneficial ownership of the common units held by each of GEF-DTOE, Inc. and GEF-PUE, LP. Stephanie S. Lynch disclaims beneficial ownership of such common units except to the extent of her pecuniary interest therein, if any. Read SEC document |
| April 30, 2024 Filed May 2, 2024 21:07 UTC |
Global Endowment Management, LP10% owner
|
SaleCommon Units | 18,320 | $18.39 | $336,994.57 |
DisclosureSEC source: 0000905148-24-001256 · form4.xml · nonDerivative · entry 2 Global Endowment Management, LP · CIK 0001512237 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By GEF-DTOE, Inc. Disclosed balance after: 1,120,778 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.15 to $18.76, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: Global Endowment Management, LP controls the investment decisions of each of GEF-DTOE, Inc. and GEF-PUE, LP, and Stephanie S. Lynch has management control over Global Endowment Management, LP and accordingly may be deemed to share beneficial ownership of the common units held by each of GEF-DTOE, Inc. and GEF-PUE, LP. Stephanie S. Lynch disclaims beneficial ownership of such common units except to the extent of her pecuniary interest therein, if any. Read SEC document |
| April 30, 2024 Filed May 2, 2024 21:07 UTC |
Global Endowment Management, LP10% owner
|
SaleCommon Units | 33,432 | $18.39 | $614,978.30 |
DisclosureSEC source: 0000905148-24-001256 · form4.xml · nonDerivative · entry 1 Global Endowment Management, LP · CIK 0001512237 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By GEF-PUE, LP Disclosed balance after: 2,041,432 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.15 to $18.76, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: Global Endowment Management, LP controls the investment decisions of each of GEF-DTOE, Inc. and GEF-PUE, LP, and Stephanie S. Lynch has management control over Global Endowment Management, LP and accordingly may be deemed to share beneficial ownership of the common units held by each of GEF-DTOE, Inc. and GEF-PUE, LP. Stephanie S. Lynch disclaims beneficial ownership of such common units except to the extent of her pecuniary interest therein, if any. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 11:53 UTC |
Agosta Scott T.Chief Accounting Officer
|
Tax withholdingCommon Units | 4,379 | $18.54 | $81,186.66 |
DisclosureSEC source: 0001725631-24-000003 · wk-form4_1710258785.xml · nonDerivative · entry 1 Agosta Scott T. · CIK 0001725631 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,083 Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 15:50 UTC |
Clum Brent W.Director · Pres, Business Opers and CFO
|
SaleCommon Units | 4,337 | $18.54 | $80,407.98 |
DisclosureSEC source: 0001725625-24-000002 · wk-form4_1710258602.xml · nonDerivative · entry 1 Clum Brent W. · CIK 0001725625 · Director · Pres, Business Opers and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 365,069 Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 17:26 UTC |
Agosta Scott T.See Remarks · See Remarks
|
GrantCommon Units | 16,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-010652 · ownership.xml · nonDerivative · entry 1 Agosta Scott T. · CIK 0001725631 · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,462 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 annual installments beginning on January 31, 2025. F2 · balance_after: Reflects 58,462 shares of Common Units acquired in a transaction exempt from reporting pursuant to Rule 16a-13. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 22:31 UTC |
ADAMS WILLIAM H IIIDirector · See Remarks
|
GrantCommon Units | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-010662 · ownership.xml · nonDerivative · entry 1 ADAMS WILLIAM H III · CIK 0001182695 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,784 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, 2025. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 17:35 UTC |
King J Luther JrDirector · 10% owner · See Remarks
|
GrantCommon Units | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-010677 · ownership.xml · nonDerivative · entry 1 King J Luther Jr · CIK 0001182691 · Director · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 743,444 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, 2025. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 17:45 UTC |
KEVIL PHILLIP RDirector · See Remarks
|
GrantCommon Units | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-010703 · ownership.xml · nonDerivative · entry 1 KEVIL PHILLIP R · CIK 0001279296 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,484 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, 2025. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 22:40 UTC |
Clum Brent W.Director · See Remarks · See Remarks
|
GrantCommon Units | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-010690 · ownership.xml · nonDerivative · entry 1 Clum Brent W. · CIK 0001725625 · Director · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 369,406 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 annual installments beginning on January 31, 2025. F2 · balance_after: Reflects 279,406 shares of Common Units acquired in a transaction exempt from reporting pursuant to Rule 16a-13. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 22:32 UTC |
Settle Rick JacobDirector · See Remarks
|
GrantCommon Units | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-010666 · ownership.xml · nonDerivative · entry 1 Settle Rick Jacob · CIK 0001950307 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,216 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, 2025. F2 · balance_after: Reflects 11,716 shares of Common Units acquired in a transaction exempt from reporting pursuant to Rule 16a-13. Read SEC document |
| November 21, 2023 Filed Nov 22, 2023 16:05 UTC |
KEVIL PHILLIP RDirector · See Remarks
|
PurchaseCommon Units | 1,360 | $18.40 | $25,024.00 |
DisclosureSEC source: 0000950170-23-065867 · ownership.xml · nonDerivative · entry 1 KEVIL PHILLIP R · CIK 0001279296 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 1,360 Read SEC document |
| November 10, 2023 Filed Nov 14, 2023 22:02 UTC |
KING LUTHER CAPITAL MANAGEMENT CORP10% owner
LKCM Investment Partnership, L.P.10% owner
|
PurchaseCommon Units | 15,000 | $18.42 | $276,361.50 |
DisclosureSEC source: 0000310051-23-000016 · primary_doc.xml · nonDerivative · entry 1 KING LUTHER CAPITAL MANAGEMENT CORP · CIK 0000310051 · 10% owner LKCM Investment Partnership, L.P. · CIK 0001406371 · 10% owner LKCM Private Discipline Master Fund, SPC · CIK 0001406372 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 2,591,530 F1 · ownership.nature: Represents (i) 1,189,400 Common Units held by LKCM Investment Partnership, L.P. (LIP), (ii) 1,372,130 Common Units held by PDLP Morningstar, LLC (PDLP), and (iii) 30,000 Common Units held by a separately managed portfolio for which Luther King Capital Management Corporation (LKCM) serves as investment adviser. The Common Units held by LIP and PDLP were received on August 1, 2023 in a pro rata distribution from MorningStar Partners II, L.P. to all of its partners for no consideration. 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 management shares of LKCM Private Discipline Master Fund, SPC (PDP), which holds all of the ownership interests of PDLP. LKCM serves as the investment adviser to each of LIP and PDP. J. Luther King, Jr. is the President and controlling shareholder of LKCM and a controlling member of each of LIP GP and PDP GP. Mr. King and LKCM expressly disclaim beneficial ownership of the Common Units reported herein except to the extent of their pecuniary interest therein. Read SEC document |
| November 10, 2023 Filed Nov 15, 2023 02:00 UTC |
SIMPSON BOB RDirector · See Remarks · 10% owner · See Remarks
|
PurchaseCommon Units | 276,890 | $17.60 | $4,873,264.00 |
DisclosureSEC source: 0000950170-23-063957 · ownership.xml · nonDerivative · entry 1 SIMPSON BOB R · CIK 0001182684 · Director · See Remarks · 10% owner · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,400,000 F1 · balance_after: Includes 4,123,110 Common Units received on August 1, 2023, in a pro rata distribution from MorningStar Partners II, L.P. to all of its partners for no consideration. Read SEC document |
| November 10, 2023 Filed Nov 14, 2023 21:00 UTC |
HUTTON KEITH ADirector · See Remarks · See Remarks
|
PurchaseCommon Units | 180,000 | $17.60 | $3,168,000.00 |
DisclosureSEC source: 0000950170-23-063960 · ownership.xml · nonDerivative · entry 1 HUTTON KEITH A · CIK 0001182688 · Director · See Remarks · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,122,215 F1 · balance_after: Includes 2,942,215 Common Units received on August 1, 2023, in a pro rata distribution from MorningStar Partners II, L.P. to all of its partners for no consideration. Read SEC document |
| November 10, 2023 Filed Nov 15, 2023 02:00 UTC |
ADAMS WILLIAM H IIIDirector · See Remarks
|
PurchaseCommon Units | 15,000 | $17.60 | $264,000.00 |
DisclosureSEC source: 0000950170-23-063959 · ownership.xml · nonDerivative · entry 1 ADAMS WILLIAM H III · CIK 0001182695 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,784 F1 · balance_after: Includes 54,284 Common Units received on August 1, 2023, in a pro rata distribution from MorningStar Partners II, L.P. to all of its partners for no consideration. Read SEC document |
| November 10, 2023 Filed Nov 14, 2023 16:45 UTC |
King Luther JrDirector · 10% owner
|
PurchaseCommon Units | 15,000 | $18.42 | $276,361.50 |
DisclosureSEC source: 0000310051-23-000015 · primary_doc.xml · nonDerivative · entry 1 King Luther Jr · CIK 0001290407 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 2,591,530 F1 · ownership.nature: Represents (i) 1,189,400 Common Units held by LKCM Investment Partnership, L.P. (LIP), (ii) 1,372,130 Common Units held by PDLP Morningstar, LLC (PDLP), and (iii) 30,000 Common Units held by a separately managed portfolio for which Luther King Capital Management (LKCM) serves as investment adviser. The Common Units held by LIP and PDLP were received on August 1, 2023 in a pro rata distribution from MorningStar Partners II, L.P. to all of its partners for no consideration. 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 management shares of LKCM Private Discipline Master Fund, SPC (PDP), which holds all of the ownership interests in PDLP. 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 pecuniary interest therein. Read SEC document |
| November 10, 2023 Filed Nov 14, 2023 21:00 UTC |
KEVIL PHILLIP RDirector · See Remarks
|
PurchaseCommon Units | 2,400 | $18.16 | $43,584.00 |
DisclosureSEC source: 0000950170-23-063958 · ownership.xml · nonDerivative · entry 1 KEVIL PHILLIP R · CIK 0001279296 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,984 F1 · balance_after: Includes 9,584 Common Units received on August 1, 2023, in a pro rata distribution from MorningStar Partners II, L.P. to all of its partners for no consideration. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.