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. | 1,221,100 | reported | 09 Mar 2026 | tx 18+2,589,000−3,976,900 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 09 Mar 2026 | PURCHASE | Vertex, Inc. | 10,000 | 15.05 USD | |
| 23 Jan 2025 | SALE | Vertex, Inc. | 18,157 | 56.52 USD | |
| 22 Jan 2025 | SALE | Vertex, Inc. | 53,843 | 56.48 USD | |
| 09 Dec 2024 | SALE | Vertex, Inc. | 13,346 | 55.13 USD | |
| 10 Dec 2024 | SALE | Vertex, Inc. | 61,654 | 54.98 USD | |
| 20 Nov 2024 | SALE | Vertex, Inc. | 40,966 | 52.16 USD | |
| 21 Nov 2024 | SALE | Vertex, Inc. | 31,034 | 53.13 USD | |
| 26 Aug 2024 | SALE | Vertex, Inc. | 158,900 | 37.27 USD | |
| 13 Nov 2023 | SALE | Vertex, Inc. | 20,000 | 27.35 USD | |
| 10 Nov 2023 | SALE | Vertex, Inc. | 280,000 | 27.17 USD | |
| 06 Nov 2023 | SALE | Vertex, Inc. | 126,155 | 22.29 USD | |
| 07 Nov 2023 | SALE | Vertex, Inc. | 157,387 | 23.12 USD | |
| 08 Nov 2023 | SALE | Vertex, Inc. | 105,337 | 22.72 USD | |
| 03 Nov 2023 | SALE | Vertex, Inc. | 168,208 | 23.36 USD | |
| 01 Nov 2023 | SALE | Vertex, Inc. | 63,195 | 23.60 USD | |
| 02 Nov 2023 | SALE | Vertex, Inc. | 79,718 | 23.33 USD | |
| 31 Mar 2023 | CONVERSION | Vertex, Inc. | 2,589,000 | 0.00 USD | |
| 31 Mar 2023 | CONVERSION | Vertex, Inc. | 2,589,000 | 0.00 USD | deriv |