Every SEC Form 3/4/5 on record for this filer (CIK 1818851) — 1 issuer, 60 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. | Filer | 2020-07-29 → 2026-02-18 | 40 | −$732M |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| VERX | 2026-02-17 | Buy | 150,000 | $12.53 | $2M | 397,740 |
| VERX | 2026-02-13 | Buy | 247,740 | $13.08 | $3M | 247,740 |
| VERX | 2025-06-09 | Sell | 1,153,756 | $38.45 | $44M | — |
| VERX | 2025-06-09 | Sell | 1,514,000 | $38.45 | $58M | — |
| VERX | 2025-06-09 | Sell | 332,244 | $38.45 | $13M | — |
1 of 1 issuers are covered and open a security page; the rest are on file here only.