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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 07-Mar-24 4:05 PM View:  | Vertex, Inc. (VERX) | 05-Mar-24 | Sale | 6,500 | $29.48 | $191,620.00 | (29%) 22.43K to 15.93K | |
| 19-Dec-23 4:17 PM View: | Vertex, Inc. (VERX) | 15-Dec-23 | Sale | 10,000 | $26.85 | $268,483.00 | (31%) 32.43K to 22.43K | |
| 30-Aug-23 4:11 PM View: | Vertex, Inc. (VERX) | 28-Aug-23 | Sale | 10,691 | $22.41 | $239,592.00 | (25%) 43.12K to 32.43K | |
| 15-Jun-23 4:19 PM View: | Vertex, Inc. (VERX) | 13-Jun-23 | Grant | 8,815 | -- | -- | 26% 34.31K to 43.12K | |
| 15-Mar-23 4:16 PM View: | Vertex, Inc. (VERX) | 13-Mar-23 | Sale | 11,843 | $18.37 | $217,591.00 | (26%) 46.15K to 34.31K | |
| 15-Jun-22 4:21 PM View: | Vertex, Inc. (VERX) | 14-Jun-22 | Grant | 15,121 | -- | -- | 49% 31.03K to 46.15K | |
| 06-Dec-21 4:21 PM View: | Vertex, Inc. (VERX) | 03-Dec-21 | Sale | 12,000 | $16.88 | $202,560.00 | (28%) 43.03K to 31.03K | |
| 25-Aug-21 4:30 PM View: | Vertex, Inc. (VERX) | 19-Aug-21 | Sale | 8,678 | $19.17 | $166,392.00 | (17%) 51.71K to 43.03K | |
| 17-Jun-21 4:31 PM View: | Vertex, Inc. (VERX) | 15-Jun-21 | Sale | 16,000 | $18.98 | $303,728.00 | (24%) 67.71K to 51.71K | |
| 13-May-21 5:44 PM View: | Vertex, Inc. (VERX) | 11-May-21 | Grant | 8,494 | -- | -- | 14% 59.21K to 67.71K |