Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TXO Partners, L.P.TXO · Entity 5093 | Director · Co-CEO and CFO | April 01, 2026 | April 01, 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 April 01, 2026 · Filed April 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 800,340 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Sale · Disposed 27,234 · Balance 800,340 F1: Represents units sold to satisfy tax withholding obligations incident to the vesting of certain equity awards. This sale is covered under a Rule 10b5-1 trading arrangement. This sale is mandated by the Issuer's policy requiring satisfaction of tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents units sold to satisfy tax withholding obligations incident to the vesting of certain equity awards. This sale is covered under a Rule 10b5-1 trading arrangement. This sale is mandated by the Issuer's policy requiring satisfaction of tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person.
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 |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 1, 2026 21:18 UTC | TXO Partners, L.P. TXO · Entity 5093 | SaleCommon Units | 27,234 | $12.38 | $337,156.92 |
DisclosureSEC source: 0001725625-26-000006 · ownership.xml · nonDerivative · entry 1 Clum Brent W. · CIK 0001725625 · Director · Co-CEO and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 800,340 F1 · shares: Represents units sold to satisfy tax withholding obligations incident to the vesting of certain equity awards. This sale is covered under a Rule 10b5-1 trading arrangement. This sale is mandated by the Issuer's policy requiring satisfaction of tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| January 31, 2026 Filed Feb 3, 2026 22:00 UTC | TXO Partners, L.P. TXO · Entity 5093 | SaleCommon Units | 19,571 | $12.07 | $236,221.97 |
DisclosureSEC source: 0001725625-26-000002 · ownership.xml · nonDerivative · entry 3 Clum Brent W. · CIK 0001725625 · Director · Co-CEO and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 827,574 F3 · shares: Represents units sold to satisfy tax withholding obligations incident to the vesting of certain equity awards. This sale is covered under a Rule 10b5-1 trading arrangement. This sale is mandated by the Issuer's policy requiring satisfaction of tax withholding obligations through a "sell to cover" transaction and does not represent a discretionary transaction by the Reporting Person. Read SEC document |
| January 31, 2026 Filed Feb 3, 2026 22:00 UTC | TXO Partners, L.P. TXO · Entity 5093 | GrantCommon Units | 52,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001725625-26-000002 · ownership.xml · nonDerivative · entry 2 Clum Brent W. · CIK 0001725625 · Director · Co-CEO and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 847,145 F2 · shares: Reflects performance units. Each performance unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The performance units will vest in two substantially equal installments beginning on January 31, 2027. Read SEC document |
| January 31, 2026 Filed Feb 3, 2026 22:00 UTC | TXO Partners, L.P. TXO · Entity 5093 | GrantCommon Units | 155,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001725625-26-000002 · ownership.xml · nonDerivative · entry 1 Clum Brent W. · CIK 0001725625 · Director · Co-CEO and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 794,376 F1 · shares: Reflects phantom units. Each phantom unit is the economic equivalent of one common unit of the Issuer and will be settled in common units upon vesting. The phantom units will vest in three substantially equal installments beginning on January 31, 2027. Read SEC document |
| April 01, 2025 Filed Apr 1, 2025 21:15 UTC | TXO Partners, L.P. TXO · Entity 5093 | 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 | TXO Partners, L.P. TXO · Entity 5093 | 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 | TXO Partners, L.P. TXO · Entity 5093 | 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 21:23 UTC | TXO Partners, L.P. TXO · Entity 5093 | 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 | TXO Partners, L.P. TXO · Entity 5093 | 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 | TXO Partners, L.P. TXO · Entity 5093 | 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 |
| March 08, 2024 Filed Mar 12, 2024 15:50 UTC | TXO Partners, L.P. TXO · Entity 5093 | 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 22:40 UTC | TXO Partners, L.P. TXO · Entity 5093 | 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, 2023 Filed Feb 2, 2023 21:05 UTC | TXO Partners, L.P. TXO · Entity 5093 | ConversionSeries 5 Preferred Units · Derivative | 12.8037 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-003399 · doc4.xml · derivative · entry 3 Clum Brent W. · CIK 0001725625 · Director · See Remarks · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 65,723 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 | GrantCommon Units | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-003399 · doc4.xml · nonDerivative · entry 2 Clum Brent W. · CIK 0001725625 · Director · See Remarks · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 F4 · 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, 2024. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 21:05 UTC | TXO Partners, L.P. TXO · Entity 5093 | ConversionCommon Units | 65,723 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-003399 · doc4.xml · nonDerivative · entry 1 Clum Brent W. · CIK 0001725625 · Director · See Remarks · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By MorningStar Partners II, L.P. Disclosed balance after: 279,406 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.