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. | 12,872 | reported | 23 Feb 2026 | tx 77+487,253−724,019 |
| CHECKPOINT SYSTEMS INC | 0 | reported | 13 May 2016 | tx 13+56,620−52,524 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Feb 2026 | TAX_WITHHOLDING | Vertex, Inc. | 1,768 | 12.03 USD | |
| 23 Feb 2026 | EXERCISE | Vertex, Inc. | 6,428 | 0.00 USD | |
| 23 Feb 2026 | EXERCISE | Vertex, Inc. | 6,428 | 0.00 USD | deriv |
| 20 Feb 2026 | EXERCISE | Vertex, Inc. | 4,133 | 0.00 USD | |
| 20 Feb 2026 | TAX_WITHHOLDING | Vertex, Inc. | 976 | 12.74 USD | |
| 20 Feb 2026 | EXERCISE | Vertex, Inc. | 2,975 | 0.00 USD | |
| 20 Feb 2026 | TAX_WITHHOLDING | Vertex, Inc. | 1,259 | 12.74 USD | |
| 20 Feb 2026 | EXERCISE | Vertex, Inc. | 2,975 | 0.00 USD | deriv |
| 20 Feb 2026 | EXERCISE | Vertex, Inc. | 4,133 | 0.00 USD | deriv |
| 19 Feb 2026 | GRANT_AWARD | Vertex, Inc. | 43,443 | 0.00 USD | deriv |
| 10 Feb 2026 | EXERCISE | Vertex, Inc. | 4,088 | 0.00 USD | |
| 10 Feb 2026 | TAX_WITHHOLDING | Vertex, Inc. | 1,341 | 14.88 USD | |
| 10 Feb 2026 | EXERCISE | Vertex, Inc. | 4,088 | 0.00 USD | deriv |
| 19 Mar 2025 | EXERCISE | Vertex, Inc. | 31,098 | 3.73 USD | |
| 19 Mar 2025 | SALE | Vertex, Inc. | 24,246 | 36.22 USD | |
| 19 Mar 2025 | SALE | Vertex, Inc. | 18,982 | 35.68 USD | |
| 19 Mar 2025 | EXERCISE | Vertex, Inc. | 1,007 | 32.16 USD | |
| 19 Mar 2025 | EXERCISE | Vertex, Inc. | 1,007 | 0.00 USD | deriv |
| 19 Mar 2025 | EXERCISE | Vertex, Inc. | 31,098 | 0.00 USD | deriv |
| 28 Feb 2025 | TAX_WITHHOLDING | Vertex, Inc. | 239 | 32.29 USD | |
| 28 Feb 2025 | EXERCISE | Vertex, Inc. | 867 | 0.00 USD | |
| 28 Feb 2025 | EXERCISE | Vertex, Inc. | 867 | 0.00 USD | deriv |
| 21 Feb 2025 | TAX_WITHHOLDING | Vertex, Inc. | 1,136 | 44.21 USD | |
| 21 Feb 2025 | EXERCISE | Vertex, Inc. | 6,429 | 0.00 USD | |
| 21 Feb 2025 | TAX_WITHHOLDING | Vertex, Inc. | 1,768 | 44.21 USD |