Filer Snapshot

Bob R. Simpson

CIK 0001182684. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

79

Latest filing

27 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for TXO. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

Populates from the latest parsed 13F information table.

Open holding

13D/G large stake

TXO

11 May 2026 · 14% ownership

Open 13D/G

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Source: SEC Forms 3/4/5

4 filed on 27 May 2026 for CIK 0001182684.

View Source Filing
Identity
Business address
C/O Morningstar Partners, L.P., 400 West 7 Th Street, Fort Worth, TX, 76102
SEC ownership signals
Parsed ownership coverage

Form 3/4/5 holdings value

$110.91M

Estimated from parsed insider ownership filings when values are available.

Schedule 13D stakes
TXO

Filer intelligence

What SEC filings say about Bob R. Simpson

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • 1 recent 13D/G stake row found; top row is TXO at 14% ownership.
  • Forms 3/4/5 show insider context for TXO worth $110.91M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

Open
13D/G stakes 1 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 1 rows

Officer, director, and 10% owner holdings or transactions.

Open

13D/G large-stake context

TXO

11 May 2026 · Common Units representing limited partner interests

14%

Forms 3/4/5 insider context

TXO

27 May 2026 · 10% owner

$110.91M

Latest update

What changed recently for Bob R. Simpson

Ownership report updated

Latest ownership report period: 27 May 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

27 May 2026

Page type

Ownership filings

Latest period

27 May 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 27 May 2026.

SEC filing record

CIK 0001182684 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
79
First seen
17 Oct 2002
Latest filing
27 May 2026
Entity
Individual

Observed form types

4 SCHEDULE 13D/A SCHEDULE 13D SC 13G 3 5 4/A

Latest Filings

Showing the latest 12 of 16 SEC filings for Bob R. Simpson.

4 File 001-41605

4

Filing date
27 May 2026
Reporting date
27 May 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41605

4

Filing date
26 May 2026
Reporting date
21 May 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
22 May 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41605

4

Filing date
20 May 2026
Reporting date
18 May 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41605

4

Filing date
15 May 2026
Reporting date
13 May 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41605

4

Filing date
11 May 2026
Reporting date
07 May 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13D

SCHEDULE 13D filing

Filing date
19 May 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41605

FORM 4

Filing date
15 May 2025
Reporting date
15 May 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41605

FORM 4

Filing date
28 Jun 2024
Reporting date
28 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
SC 13G

SC 13G

Filing date
09 Feb 2024
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41605

4

Filing date
14 Nov 2023
Reporting date
10 Nov 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-41605

FORM 4 SUBMISSION

Filing date
02 Feb 2023
Reporting date
31 Jan 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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