Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| JGWPT Holdings Inc. | 155,000 | reported | 26 Mar 2015 | tx 5+192,500 |
| Vertex, Inc. | 30,305 | reported | 23 Feb 2026 | tx 72+1,056,037−658,284 |
| RMH TELESERVICES INC | 0 | reported | 02 Apr 2004 | tx 1−70,000 |
| NCO GROUP INC | 0 | reported | 15 Nov 2006 | tx 3−40,018 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Feb 2026 | TAX_WITHHOLDING | Vertex, Inc. | 16,411 | 12.03 USD | |
| 23 Feb 2026 | EXERCISE | Vertex, Inc. | 30,305 | 0.00 USD | |
| 23 Feb 2026 | EXERCISE | Vertex, Inc. | 30,305 | 0.00 USD | deriv |
| 20 Feb 2026 | EXERCISE | Vertex, Inc. | 15,878 | 0.00 USD | |
| 20 Feb 2026 | TAX_WITHHOLDING | Vertex, Inc. | 8,598 | 12.74 USD | |
| 20 Feb 2026 | TAX_WITHHOLDING | Vertex, Inc. | 12,936 | 12.74 USD | |
| 20 Feb 2026 | EXERCISE | Vertex, Inc. | 23,888 | 0.00 USD | |
| 20 Feb 2026 | EXERCISE | Vertex, Inc. | 23,888 | 0.00 USD | deriv |
| 20 Feb 2026 | EXERCISE | Vertex, Inc. | 15,878 | 0.00 USD | deriv |
| 19 Feb 2026 | GRANT_AWARD | Vertex, Inc. | 269,399 | 0.00 USD | deriv |
| 10 Feb 2026 | TAX_WITHHOLDING | Vertex, Inc. | 13,489 | 14.88 USD | |
| 10 Feb 2026 | EXERCISE | Vertex, Inc. | 24,010 | 0.00 USD | |
| 10 Feb 2026 | EXERCISE | Vertex, Inc. | 24,010 | 0.00 USD | deriv |
| 28 Feb 2025 | EXERCISE | Vertex, Inc. | 1,721 | 0.00 USD | |
| 28 Feb 2025 | TAX_WITHHOLDING | Vertex, Inc. | 932 | 32.29 USD | |
| 28 Feb 2025 | EXERCISE | Vertex, Inc. | 1,721 | 0.00 USD | deriv |
| 21 Feb 2025 | EXERCISE | Vertex, Inc. | 30,305 | 0.00 USD | |
| 21 Feb 2025 | TAX_WITHHOLDING | Vertex, Inc. | 12,935 | 44.21 USD | |
| 21 Feb 2025 | EXERCISE | Vertex, Inc. | 23,887 | 0.00 USD | |
| 21 Feb 2025 | TAX_WITHHOLDING | Vertex, Inc. | 16,411 | 44.21 USD | |
| 21 Feb 2025 | EXERCISE | Vertex, Inc. | 23,887 | 0.00 USD | deriv |
| 21 Feb 2025 | EXERCISE | Vertex, Inc. | 30,305 | 0.00 USD | deriv |
| 20 Feb 2025 | GRANT_AWARD | Vertex, Inc. | 63,513 | 0.00 USD | deriv |
| 10 Feb 2025 | EXERCISE | Vertex, Inc. | 24,009 | 0.00 USD | |
| 10 Feb 2025 | TAX_WITHHOLDING | Vertex, Inc. | 13,124 | 56.02 USD |