Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TXO Partners, L.P.TXO · Entity 5093 | Director · 10% owner | August 12, 2026 | August 14, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
TXO Partners, L.P.
Report date August 12, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 9,500,000 |
Ending reported balance
After 2026-08-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-12 · Purchase · Acquired 25,000 · Balance 9,375,000 F1: 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. Row 2 · 2026-08-13 · Purchase · Acquired 125,000 · Balance 9,500,000 F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 13, 2026 Filed Aug 14, 2026 00:21 UTC | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 125,000 | $14.32 | $1,789,787.50 |
DisclosureSEC 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 | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 25,000 | $14.43 | $360,757.50 |
DisclosureSEC 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 | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 100,000 | $14.27 | $1,427,480.00 |
DisclosureSEC 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 | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 50,000 | $14.17 | $708,260.00 |
DisclosureSEC 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 | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 100,000 | $13.52 | $1,351,890.00 |
DisclosureSEC 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 | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 63,282 | $12.64 | $800,105.97 |
DisclosureSEC 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 | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 36,718 | $12.55 | $460,976.13 |
DisclosureSEC 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 | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 369,153 | $13.91 | $5,135,398.13 |
DisclosureSEC 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 | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 230,847 | $13.41 | $3,096,373.90 |
DisclosureSEC 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 | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 65,592 | $13.20 | $866,050.53 |
DisclosureSEC 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 | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 34,408 | $13.27 | $456,463.41 |
DisclosureSEC 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 | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 104,451 | $13.77 | $1,438,655.85 |
DisclosureSEC 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 | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 245,549 | $13.70 | $3,363,210.99 |
DisclosureSEC 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 | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 90,152 | $13.35 | $1,203,655.41 |
DisclosureSEC 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 | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 58,251 | $13.17 | $767,089.94 |
DisclosureSEC 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 | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 151,597 | $12.95 | $1,962,635.40 |
DisclosureSEC 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 | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 64,475 | $13.02 | $839,161.47 |
DisclosureSEC 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 | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 85,525 | $12.98 | $1,110,182.92 |
DisclosureSEC 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 | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 500,000 | $12.67 | $6,336,750.00 |
DisclosureSEC 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 | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 162,365 | $12.50 | $2,030,065.83 |
DisclosureSEC 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 07, 2026 Filed May 11, 2026 21:38 UTC | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 87,635 | $12.43 | $1,089,679.88 |
DisclosureSEC 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 |
| May 15, 2025 Filed May 15, 2025 23:59 UTC | TXO Partners, L.P. TXO · Entity 5093 | PurchaseCommon Units | 2,250,000 | $15.00 | $33,750,000.00 |
DisclosureSEC 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 Read SEC document |
| June 28, 2024 Filed Jun 28, 2024 22:38 UTC | TXO Partners, L.P. TXO · Entity 5093 | 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 |
| November 10, 2023 Filed Nov 15, 2023 02:00 UTC | TXO Partners, L.P. TXO · Entity 5093 | 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 |
| January 31, 2023 Filed Feb 2, 2023 21:05 UTC | TXO Partners, L.P. TXO · Entity 5093 | ConversionSeries 5 Preferred Units · Derivative | 424.7502 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-003392 · doc4.xml · derivative · entry 2 SIMPSON BOB R · CIK 0001182684 · Director · See Remarks · 10% owner · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 2,180,295 shares Expires 2024-10-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Immediately prior to the closing of the Issuer's initial public offering, the Issuer's series 5 preferred units automatically converted into common units of the Issuer. F1 · derivative.exercise_date: Immediately prior to the closing of the Issuer's initial public offering, the Issuer's series 5 preferred units automatically converted into common units of the Issuer. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 21:05 UTC | TXO Partners, L.P. TXO · Entity 5093 | ConversionCommon Units | 2,180,295 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-003392 · doc4.xml · nonDerivative · entry 1 SIMPSON BOB R · CIK 0001182684 · Director · See Remarks · 10% owner · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By MorningStar Partners II, L.P. Disclosed balance after: 4,123,110 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Immediately prior to the closing of the Issuer's initial public offering, the Issuer's series 5 preferred units automatically converted into common units of the Issuer. F2 · balance_after: Reflects securities acquired in a transaction exempt from reporting pursuant to Rule 16a-13. F3 · balance_after: Reflects the number of units beneficially held following a 1-for-25.33 reverse unit split effected by the Issuer on January 31, 2023, which was exempt from reporting pursuant to Rule 16a-9. 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.