Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Vertex, Inc. | 250 | reported | 14 Mar 2024 | tx 56+480,839−868,351 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 Mar 2024 | SALE | Vertex, Inc. | 8,290 | 29.63 USD | |
| 01 Mar 2024 | EXERCISE | Vertex, Inc. | 576 | 0.00 USD | |
| 01 Mar 2024 | TAX_WITHHOLDING | Vertex, Inc. | 165 | 33.55 USD | |
| 01 Mar 2024 | EXERCISE | Vertex, Inc. | 576 | 0.00 USD | deriv |
| 23 Feb 2024 | TAX_WITHHOLDING | Vertex, Inc. | 1,943 | 24.71 USD | |
| 23 Feb 2024 | EXERCISE | Vertex, Inc. | 6,854 | 0.00 USD | |
| 23 Feb 2024 | EXERCISE | Vertex, Inc. | 6,854 | 0.00 USD | deriv |
| 13 Feb 2024 | TAX_WITHHOLDING | Vertex, Inc. | 1,516 | 26.58 USD | |
| 13 Feb 2024 | EXERCISE | Vertex, Inc. | 4,484 | 0.00 USD | |
| 13 Feb 2024 | EXERCISE | Vertex, Inc. | 4,484 | 0.00 USD | deriv |
| 14 Jul 2023 | SALE | Vertex, Inc. | 10,000 | 18.71 USD | |
| 14 Jul 2023 | EXERCISE | Vertex, Inc. | 10,000 | 2.50 USD | |
| 14 Jul 2023 | EXERCISE | Vertex, Inc. | 10,000 | 0.00 USD | deriv |
| 15 Jun 2023 | EXERCISE | Vertex, Inc. | 10,000 | 2.50 USD | |
| 15 Jun 2023 | SALE | Vertex, Inc. | 600 | 22.31 USD | |
| 15 Jun 2023 | SALE | Vertex, Inc. | 3,900 | 21.21 USD | |
| 15 Jun 2023 | SALE | Vertex, Inc. | 5,500 | 20.52 USD | |
| 15 Jun 2023 | EXERCISE | Vertex, Inc. | 10,000 | 0.00 USD | deriv |
| 15 May 2023 | SALE | Vertex, Inc. | 10,000 | 19.56 USD | |
| 15 May 2023 | EXERCISE | Vertex, Inc. | 10,000 | 2.50 USD | |
| 15 May 2023 | EXERCISE | Vertex, Inc. | 10,000 | 0.00 USD | deriv |
| 17 Apr 2023 | SALE | Vertex, Inc. | 10,000 | 22.45 USD | |
| 17 Apr 2023 | EXERCISE | Vertex, Inc. | 10,000 | 2.50 USD | |
| 17 Apr 2023 | EXERCISE | Vertex, Inc. | 10,000 | 0.00 USD | deriv |
| 15 Mar 2023 | EXERCISE | Vertex, Inc. | 10,000 | 2.50 USD |