organization · Reporting owner
Global Endowment Management, LP
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TXO Partners, L.P.
Report date May 02, 2024 · Filed May 06, 2024
Section 16 reporting ended · disclosed 2024-05-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | IndirectBy GEF-PUE, LP | 1,985,130 |
Last balance in matching sequence
After 2024-05-06 transaction · row 5
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2024-05-02 · Sale · Disposed 15,589 · Balance 2,025,843 F1: 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: 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. Row 3 · 2024-05-03 · Sale · Disposed 13,972 · Balance 2,011,871 F2: 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: 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. Row 5 · 2024-05-06 · Sale · Disposed 26,741 · Balance 1,985,130 F3: 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: 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. |
| Common UnitsSEC Table I · non-derivative | IndirectBy GEF-DTOE, Inc. | 1,089,868 |
Last balance in matching sequence
After 2024-05-06 transaction · row 6
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 2 · 2024-05-02 · Sale · Disposed 8,559 · Balance 1,112,219 F1: 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: 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. Row 4 · 2024-05-03 · Sale · Disposed 7,114 · Balance 1,105,105 F2: 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: 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. Row 6 · 2024-05-06 · Sale · Disposed 15,237 · Balance 1,089,868 F3: 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: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
F3: 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: 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.
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 |
|---|---|---|---|---|---|---|
| May 06, 2024 Filed May 6, 2024 23:49 UTC | TXO Partners, L.P. TXO · Entity 5093 | 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 | TXO Partners, L.P. TXO · Entity 5093 | 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 | TXO Partners, L.P. TXO · Entity 5093 | 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 | TXO Partners, L.P. TXO · Entity 5093 | 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 | TXO Partners, L.P. TXO · Entity 5093 | 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 | TXO Partners, L.P. TXO · Entity 5093 | 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 | TXO Partners, L.P. TXO · Entity 5093 | 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 | TXO Partners, L.P. TXO · Entity 5093 | 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 |
| November 10, 2023 Filed Nov 14, 2023 23:24 UTC | TXO Partners, L.P. TXO · Entity 5093 | SaleCommon Units | 531,632 | $17.10 | $9,090,907.20 |
DisclosureSEC source: 0000905148-23-001448 · 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: 1,139,098 F1 · ownership.nature: Global Endowment Management, LP controls the investment decisions of each of GEF-DTOE, Inc. and GEF-PUE, LP, and J. Porter Durham, Jr. 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. J. Porter Durham, Jr. disclaims beneficial ownership of such common units except to the extent of his pecuniary interest therein, if any. Read SEC document |
| November 10, 2023 Filed Nov 14, 2023 23:24 UTC | TXO Partners, L.P. TXO · Entity 5093 | SaleCommon Units | 968,368 | $17.10 | $16,559,092.80 |
DisclosureSEC source: 0000905148-23-001448 · 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: 2,074,864 F1 · ownership.nature: Global Endowment Management, LP controls the investment decisions of each of GEF-DTOE, Inc. and GEF-PUE, LP, and J. Porter Durham, Jr. 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. J. Porter Durham, Jr. disclaims beneficial ownership of such common units except to the extent of his pecuniary interest therein, if any. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 23:24 UTC | TXO Partners, L.P. TXO · Entity 5093 | ConversionSeries 5 Preferred Units · Derivative | 279.6884 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-003595 · doc4.xml · derivative · entry 2 Global Endowment Management, LP · CIK 0001512237 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 0 Underlying: Common Units · 1,435,674 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. F4 · ownership.nature: The securities reported include (i) 853,773 common units underlying series 5 preferred units held by GEF-PUE, LP and (ii) 581,901 common units underlying series 5 preferred units held by GEF-DTOE, Inc. F5 · ownership.nature: Global Endowment Management, LP controls the investment decisions of each of GEF-DTOE, Inc. and GEF-PUE, LP, and J. Porter Durham, Jr. 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. J. Porter Durham, Jr. disclaims beneficial ownership of such common units except to the extent of his pecuniary interest therein, if any. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 23:24 UTC | TXO Partners, L.P. TXO · Entity 5093 | ConversionCommon Units | 1,435,674 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-003595 · doc4.xml · nonDerivative · entry 1 Global Endowment Management, LP · CIK 0001512237 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By MorningStar Partners II, L.P Disclosed balance after: 4,713,962 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.