Insider Trading March 31, 2026

SoftVest Increases Stake in Cross Timbers Royalty Trust with $701k Purchase

Limited partner acquires 68,467 CRT units; holding now totals 697,851 units after transaction

By Nina Shah CRT
SoftVest Increases Stake in Cross Timbers Royalty Trust with $701k Purchase
CRT

SoftVest, LP purchased 68,467 units of Cross Timbers Royalty Trust (NYSE: CRT) on March 27, 2026, paying a weighted average price of $10.24 per unit for a total of $701,102. Following the acquisition the firm directly holds 697,851 units. The move coincides with a recent 16% one-week gain in CRT shares and a near 40% year-to-date rise, though third-party analysis flags the trust as overvalued versus Fair Value.

Key Points

  • SoftVest, LP bought 68,467 units of Cross Timbers Royalty Trust on March 27, 2026, at a weighted average price of $10.24 for $701,102 total.
  • Following the transaction, SoftVest, LP directly holds 697,851 CRT units; SoftVest is a ten-percent owner of the trust.
  • CRT shares rose 16% over the prior week and were trading at $10.58 with a market cap of $63.42 million; the stock is up nearly 40% year-to-date and flagged as overvalued versus Fair Value by the referenced analysis.

Transaction details

SoftVest, LP - identified as a ten-percent owner of Cross Timbers Royalty Trust (NYSE: CRT) - reported purchasing 68,467 units of beneficial interest on March 27, 2026, in a Form 4 filed with the Securities and Exchange Commission. The units were bought at a weighted average price of $10.24, yielding a total transaction amount of $701,102. Individual trade prices ranged from $9.99 up to $10.51.

Post-transaction holdings

After completing the purchase, SoftVest, LP directly held 697,851 units of Cross Timbers Royalty Trust.

Market context

The acquisition came as CRT shares climbed 16% during the prior week and were trading at $10.58 at the time of the report, with a market capitalization of $63.42 million. Year-to-date the stock has appreciated by nearly 40%. A professional analysis referenced in the filing states the trust is currently overvalued relative to its Fair Value. That same platform indicates there are 11 additional ProTips and a set of comprehensive financial metrics available to subscribers.

Ownership and control disclosures

SoftVest GP I, LLC serves as the general partner of SoftVest, LP, and Eric L. Oliver is listed as the managing member of SoftVest GP I, LLC. The filing notes that both SoftVest GP I, LLC and Mr. Oliver may be deemed to beneficially own the securities held by SoftVest, LP. Mr. Oliver disclaims beneficial ownership except to the extent of his pecuniary interest.


What this filing shows

The Form 4 details a sizeable unit purchase by a significant limited partner and clarifies the related-party structure that could result in attribution of ownership. It also places the purchase against recent price momentum for CRT and an external valuation assessment indicating the trust may be trading above its Fair Value.

Investor note

The filing records the specific unit counts, price range, weighted average price, total consideration, and revised direct holdings for SoftVest, LP, as outlined above.

Risks

  • Valuation risk - external analysis indicates the trust is trading above its Fair Value, which may affect investor returns.
  • Concentration and attribution risk - the filing notes related entities and individuals may be deemed to beneficially own the securities, creating potential governance or control considerations.
  • Market volatility - recent substantial short-term share price moves (16% in one week and nearly 40% YTD) introduce uncertainty for market participants and valuations.

More from Insider Trading

Daxor CFO Acquires $9,900 in Stock as Company Posts Revenue Gain and Completes $8.1M Offering Mar 31, 2026 C3.ai Director Executes Offset Transactions as Analysts Trim Targets After Weak Quarter Mar 31, 2026 Universal Insurance Director Sells $68k in UVE Stock; Company Posts Strong EPS Beat in Q4 2025 Mar 31, 2026 UTI Legal Chief Disposes $888,115 in Shares as Company Posts Mixed Q1 Results Mar 31, 2026 Ligand Director Executes Option Exercise, Sells $433,842 in Stock as Shares Rally Mar 31, 2026