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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 18-Mar-24 4:27 PM View:  | Vertex, Inc. (VERX) | 14-Mar-24 | Sale | 8,290 | $29.63 | $245,616.00 | (97%) 8.54K to 0.25K | |
| 05-Mar-24 4:37 PM View: | Vertex, Inc. (VERX) | 01-Mar-24 | Payment of Exercise | 165 | $33.55 | $5,535.75 | (2%) 8.71K to 8.54K | |
| 05-Mar-24 4:37 PM View: | Vertex, Inc. (VERX) | 01-Mar-24 | Option Exercise | 576 | -- | -- | 7% 8.13K to 8.71K | |
| 27-Feb-24 4:27 PM View: | Vertex, Inc. (VERX) | 23-Feb-24 | Payment of Exercise | 1,943 | $24.71 | $48,011.50 | (19%) 10.07K to 8.13K | |
| 27-Feb-24 4:27 PM View: | Vertex, Inc. (VERX) | 23-Feb-24 | Option Exercise | 6,854 | -- | -- | 213% 3.22K to 10.07K | |
| 15-Feb-24 4:07 PM View: | Vertex, Inc. (VERX) | 13-Feb-24 | Payment of Exercise | 1,516 | $26.58 | $40,295.30 | (32%) 4.73K to 3.22K | |
| 15-Feb-24 4:07 PM View: | Vertex, Inc. (VERX) | 13-Feb-24 | Option Exercise | 4,484 | -- | -- | 1794% 0.25K to 4.73K | |
| 18-Jul-23 4:13 PM View: | Vertex, Inc. (VERX) | 14-Jul-23 | Option Exercise | 10,000 | $2.50 | $25,000.00 | 4000% 0.25K to 10.25K | |
| 18-Jul-23 4:13 PM View: | Vertex, Inc. (VERX) | 14-Jul-23 | Planned Option Sale | 10,000 | $18.71 | $187,059.00 | (98%) 10.25K to 0.25K | |
| 20-Jun-23 4:28 PM View: | Vertex, Inc. (VERX) | 15-Jun-23 | Option Exercise | 10,000 | $2.50 | $25,000.00 | 4000% 0.25K to 10.25K | |
| 20-Jun-23 4:28 PM View: | Vertex, Inc. (VERX) | 15-Jun-23 | Planned Option Sale | 10,000 | $20.89 | $208,936.00 | (98%) 10.25K to 0.25K | |
| 17-May-23 4:55 PM View: | Vertex, Inc. (VERX) | 15-May-23 | Option Exercise | 10,000 | $2.50 | $25,000.00 | 4000% 0.25K to 10.25K | |
| 17-May-23 4:55 PM View: | Vertex, Inc. (VERX) | 15-May-23 | Planned Option Sale | 10,000 | $19.56 | $195,648.00 | (98%) 10.25K to 0.25K | |
| 19-Apr-23 4:14 PM View: | Vertex, Inc. (VERX) | 17-Apr-23 | Option Exercise | 10,000 | $2.50 | $25,000.00 | 4000% 0.25K to 10.25K | |
| 19-Apr-23 4:14 PM View: | Vertex, Inc. (VERX) | 17-Apr-23 | Planned Option Sale | 10,000 | $22.45 | $224,480.00 | (98%) 10.25K to 0.25K | |
| 17-Mar-23 4:16 PM View: | Vertex, Inc. (VERX) | 15-Mar-23 | Option Exercise | 10,000 | $2.50 | $25,000.00 | 4000% 0.25K to 10.25K | |
| 17-Mar-23 4:16 PM View: | Vertex, Inc. (VERX) | 15-Mar-23 | Planned Option Sale | 10,000 | $18.09 | $180,910.00 | (98%) 10.25K to 0.25K | |
| 10-Mar-23 4:23 PM View: | Vertex, Inc. (VERX) | 08-Mar-23 | Option Exercise | 20,000 | $2.50 | $50,000.00 | 636% 3.14K to 23.14K | |
| 10-Mar-23 4:23 PM View: | Vertex, Inc. (VERX) | 08-Mar-23 | Planned Option Sale | 20,000 | $16.42 | $328,401.00 | (86%) 23.14K to 3.14K | |
| 10-Mar-23 4:23 PM View: | Vertex, Inc. (VERX) | 08-Mar-23 | Sale (Planned) | 2,894 | $16.42 | $47,519.70 | (92%) 3.14K to 0.25K | |
| 08-Mar-23 4:45 PM View: | Vertex, Inc. (VERX) | 06-Mar-23 | Sale (Planned) | 763 | $15.29 | $11,666.30 | (20%) 3.91K to 3.14K | |
| 03-Mar-23 4:33 PM View: | Vertex, Inc. (VERX) | 01-Mar-23 | Payment of Exercise | 390 | $15.60 | $6,084.00 | (9%) 4.3K to 3.91K | |
| 03-Mar-23 4:33 PM View: | Vertex, Inc. (VERX) | 01-Mar-23 | Option Exercise | 1,153 | -- | -- | 37% 3.14K to 4.3K | |
| 23-Feb-23 4:48 PM View: | Vertex, Inc. (VERX) | 21-Feb-23 | Sale (Planned) | 2,968 | $15.04 | $44,638.70 | (49%) 6.11K to 3.14K | |
| 14-Feb-23 5:30 PM View: | Vertex, Inc. (VERX) | 10-Feb-23 | Payment of Exercise | 1,516 | $14.21 | $21,542.40 | (20%) 7.63K to 6.11K | |
| 14-Feb-23 5:30 PM View: | Vertex, Inc. (VERX) | 10-Feb-23 | Option Exercise | 4,484 | -- | -- | 143% 3.14K to 7.63K | |
| 15-Sep-22 4:57 PM View: | Vertex, Inc. (VERX) | 13-Sep-22 | Option Exercise | 25,000 | $2.50 | $62,500.00 | 96% 25.94K to 50.94K | |
| 15-Sep-22 4:57 PM View: | Vertex, Inc. (VERX) | 13-Sep-22 | Option Sale | 25,000 | $14.61 | $365,324.00 | (49%) 50.94K to 25.94K | |
| 15-Sep-22 4:57 PM View: | Vertex, Inc. (VERX) | 13-Sep-22 | Sale | 22,793 | $14.61 | $333,073.00 | (88%) 25.94K to 3.14K | |
| 15-Jun-22 4:18 PM View: | Vertex, Inc. (VERX) | 14-Jun-22 | Sale | 15,387 | $9.61 | $147,894.00 | (37%) 41.32K to 25.94K | |
| 15-Jun-22 4:18 PM View: | Vertex, Inc. (VERX) | 13-Jun-22 | Sale | 34,968 | $9.68 | $338,375.00 | (46%) 76.28K to 41.31K | |
| 17-Mar-22 4:28 PM View: | Vertex, Inc. (VERX) | 16-Mar-22 | Sale | 20,000 | $13.00 | $260,000.00 | (21%) 96.29K to 76.29K | |
| 15-Jun-21 4:41 PM View: | Vertex, Inc. (VERX) | 09-Jun-21 | Option Sale | 84,000 | $18.82 | $1,580,800.00 | (47%) 180.24K to 96.24K | |
| 15-Jun-21 4:41 PM View: | Vertex, Inc. (VERX) | 05-Apr-21 | Payment of Exercise | 148,207 | $22.58 | $3,346,510.00 | (45%) 328.45K to 180.24K | |
| 15-Jun-21 4:41 PM View: | Vertex, Inc. (VERX) | 05-Apr-21 | Option Exercise | 315,000 | $2.15 | $678,510.00 | 2343% 13.45K to 328.45K | |
| 15-Jun-21 4:41 PM View: | Vertex, Inc. (VERX) | 31-Jul-20 | Purchase | 2,894 | $19.00 | $54,986.00 | 28% 10.36K to 13.25K | |
| 12-Nov-21 4:24 PM View: | Vertex, Inc. (VERX) | 28-Jul-20 | Grant | 53 | -- | -- | < 1% 96.24K to 96.29K |