Every SEC Form 3/4/5 on record for this filer (CIK 1818517) — 1 issuer, 8 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| VERX | Vertex, Inc. | Director | 2020-07-29 → 2026-06-12 | 9 | $2M |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| VERX | 2022-03-15 | Buy | 7,825 | $12.91 | $101,021 | 108,424 |
| VERX | 2020-07-31 | Buy | 84,210 | $19.00 | $2M | 92,105 |
1 of 1 issuers are covered and open a security page; the rest are on file here only.