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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
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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January 31, 2025 Filed Feb 4, 2025 16:24 UTC
Agosta Scott T.Chief Accounting Officer
GrantCommon Units 24,080 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 GrantCommon Units 3,900 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 GrantCommon Units 5,500 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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.

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December 19, 2024 Filed Dec 19, 2024 16:43 UTC
HUTTON KEITH ADirector · 10% owner
PurchaseCommon Units 20,000 $15.85 $317,000.00
Disclosure

SEC 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
Disclosure

SEC 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 PurchaseCommon Units 500 $15.75 $7,875.00
Disclosure

SEC 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
Disclosure

SEC 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 PurchaseCommon Units 500 $16.05 $8,025.00
Disclosure

SEC 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 PurchaseCommon Units 1,000 $16.25 $16,250.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 SaleCommon Units 15,237 $18.03 $274,765.77
Disclosure

SEC 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 SaleCommon Units 26,741 $18.03 $482,215.10
Disclosure

SEC 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 SaleCommon Units 7,114 $18.21 $129,533.85
Disclosure

SEC 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 SaleCommon Units 13,972 $18.21 $254,406.37
Disclosure

SEC 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 SaleCommon Units 8,559 $18.25 $156,242.83
Disclosure

SEC 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 SaleCommon Units 15,589 $18.25 $284,574.08
Disclosure

SEC 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 SaleCommon Units 18,320 $18.39 $336,994.57
Disclosure

SEC 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 SaleCommon Units 33,432 $18.39 $614,978.30
Disclosure

SEC 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.

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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
Disclosure

SEC 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

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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
Disclosure

SEC 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

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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
Disclosure

SEC 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.

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January 31, 2024 Filed Feb 2, 2024 22:31 UTC
ADAMS WILLIAM H IIIDirector · See Remarks
GrantCommon Units 5,000 $0.00 $0.00
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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January 31, 2024 Filed Feb 2, 2024 17:45 UTC
KEVIL PHILLIP RDirector · See Remarks
GrantCommon Units 3,500 $0.00 $0.00
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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January 31, 2024 Filed Feb 2, 2024 22:32 UTC
Settle Rick JacobDirector · See Remarks
GrantCommon Units 5,000 $0.00 $0.00
Disclosure

SEC 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.

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November 21, 2023 Filed Nov 22, 2023 16:05 UTC
KEVIL PHILLIP RDirector · See Remarks
PurchaseCommon Units 1,360 $18.40 $25,024.00
Disclosure

SEC 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

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November 10, 2023 Filed Nov 14, 2023 22:02 UTC PurchaseCommon Units 15,000 $18.42 $276,361.50
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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November 10, 2023 Filed Nov 14, 2023 16:45 UTC
King Luther JrDirector · 10% owner
PurchaseCommon Units 15,000 $18.42 $276,361.50
Disclosure

SEC 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.

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November 10, 2023 Filed Nov 14, 2023 21:00 UTC
KEVIL PHILLIP RDirector · See Remarks
PurchaseCommon Units 2,400 $18.16 $43,584.00
Disclosure

SEC 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.

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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.