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Morningstar Partners, L.p. (TXO)  
$20.61 0.87 (4.05%) as of 4:30 Mon 6/3


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Exchange: N/A
Security Type: Common
Shares Out: 30,750,000
Market Cap: 633.76(M)
Last Volume: 0 Avg Vol: 0
52 Week Range: $17.4 - $22.84
Level I Sector: N/A
Level II Sector: N/A
Level III Sector: N/A

Member Indexes:

   

Rankings:

     
Insider 3 Months    :   -
Insider 6 Months    :   -
Insider 3/6 Months :   -
Guru Rank Number :  -
Guru Rank Value     :  -
Guru Occurances    :  -

 

            6 Months   1 Year   2 Year  
 
Company Profile  


 
 
Summary  (Direct Transactions Only) 3 Months 6 Months 12 Months 24 Months
Total Shares Bought 0 0 505,650 505,650
Total Buy Value $0 $0 $8,926,596 $8,926,596
Total People Bought 0 0 6 6
Total Buy Transactions 0 0 7 7
Total Shares Sold 173,301 173,301 1,673,301 1,673,301
Total Sell Value $3,260,166 $3,260,166 $28,910,166 $28,910,166
Total People Sold 3 3 3 3
Total Sell Transactions 8 8 9 9
End Date 2024-03-03 2023-12-01 2023-06-02 2022-06-02

   
Records found: 50
  Page 1 of 2  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

 
3m +/-  
Form
   King Luther Jr Director   –       •       •   2024-05-24 4 S $21.24 $212,428 I/I (10,000) 2,561,530 -1%     
   King Luther Jr Director   –       •       •   2024-05-23 4 S $21.16 $211,642 I/I (10,000) 2,571,530 -2%     
   King Luther Jr Director   –       •       •   2024-05-22 4 S $22.20 $221,977 I/I (10,000) 2,581,530 3%     
   Global Endowment Management, Lp   •       •       •   2024-05-06 4 S $18.03 $756,981 I/I (41,978) 1,089,868 -19%     
   Global Endowment Management, Lp   •       •       •   2024-05-03 4 S $18.21 $383,940 I/I (21,086) 1,105,105 -18%     
   Global Endowment Management, Lp   •       •       •   2024-05-02 4 S $18.25 $440,817 I/I (24,148) 1,112,219 -18%     
   Global Endowment Management, Lp   •       •       •   2024-04-30 4 S $18.39 $951,973 I/I (51,752) 1,120,778 -17%     
   Clum Brent W. Pres, Business Opers and CFO   •       •      –    2024-03-08 4 S $18.54 $80,408 D/D (4,337) 365,069 -16%     
   Agosta Scott T. Chief Accounting Officer   •       –      –    2024-03-08 4 D $18.54 $81,187 D/D (4,379) 120,083     -
   King J Luther Jr See Remarks   –       •       •   2024-01-31 4 A $0.00 $0 D/D 3,500 743,444     -
   Clum Brent W. See RemarksSee Remarks   •       •      –    2024-01-31 4 A $0.00 $0 D/D 40,000 369,406     -
   Agosta Scott T. See RemarksSee Remarks   •       –      –    2024-01-31 4 A $0.00 $0 D/D 16,000 124,462     -
   Adams William H III See Remarks   –       •      –    2024-01-31 4 A $0.00 $0 D/D 5,000 78,784     -
   Settle Richard Jacob See Remarks   –       •      –    2024-01-31 4 A $0.00 $0 D/D 5,000 21,216     -
   Kevil Phillip R See Remarks   –       •      –    2024-01-31 4 A $0.00 $0 D/D 3,500 18,484     -
   Kevil Phillip R See Remarks   –       •      –    2023-11-21 4 B $18.40 $25,024 I/I 1,360 1,360 0.01 -0%     
   Adams William H III See Remarks   –       •      –    2023-11-10 4 B $17.60 $264,000 D/D 15,000 73,784 0.01 -6%     
   Kevil Phillip R See Remarks   –       •      –    2023-11-10 4 B $18.16 $43,584 D/D 2,400 14,984 0.01 -6%     
   King Luther Jr Director   –       •       •   2023-11-10 4 B $18.42 $276,362 I/I 15,000 2,591,530 2.25 -6%     
   Simpson Bob R See RemarksSee Remarks   •       •       •   2023-11-10 4 B $17.60 $4,873,264 D/D 276,890 4,400,000 0.01 -6%     
   Global Endowment Management, Lp   •       •       •   2023-11-10 4 S $17.10 $25,650,000 I/I (1,500,000) 1,139,098 6%     
   Hutton Keith A See RemarksSee Remarks   •       •      –    2023-11-10 4 B $17.60 $3,168,000 D/D 180,000 3,122,215 0.01 -6%     
   Lkcm Private Discipline Master Fund, Spc 10% Owner   –       –       •   2023-11-10 4 B $18.42 $276,362 I/I 15,000 2,591,530 1.5 -6%     
   Settle Richard Jacob See Remarks   –       •      –    2023-01-31 4 A $0.00 $0 D/D 4,500 4,500     -
   Settle Richard Jacob See Remarks   –       •      –    2023-01-31 4 A $0.00 $0 I/I 4,552 11,716     -

  50 Records found
  1  2   
  Page 1 of 2
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
  OE - Options Exercised A - Acquired
  IO - Initital Ownership D - Disposed