Every SEC Form 3/4/5 on record for this filer (CIK 1818526) — 1 issuer, 81 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 | 37 | −$62M |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| VERX | 2026-05-28 | Sell | 6,460 | $12.75 | $82,365 | 197,572 |
1 of 1 issuers are covered and open a security page; the rest are on file here only.