Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VTEXNYSE: VTEX · Entity 5342 | Chief Financial Officer | August 26, 2026 | August 28, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
VTEX
Report date August 26, 2026 · Filed August 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common SharesSEC Table I · non-derivative | Direct | 492,140 |
Ending reported balance
After 2026-08-26 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-08-26 · Conversion · Acquired 6,875 · Balance 489,009 F1: Each Restricted Stock Unit ("RSUs") represents a contingent right to receive shares of Issuer Class A common stock on a one-for-one basis. Row 2 · 2026-08-26 · Conversion · Acquired 6,875 · Balance 495,884 F1: Each Restricted Stock Unit ("RSUs") represents a contingent right to receive shares of Issuer Class A common stock on a one-for-one basis. Row 3 · 2026-08-26 · Other · Disposed 3,744 · Balance 492,140 F2: Reflects shares of Class A common stock withheld to cover tax withholding obligations in connection with the vesting restricted stock units reported herein |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 34,375 |
Reported balance
After 2026-08-26 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-26 · Conversion · Disposed 6,875 · Balance 34,375 F1: Each Restricted Stock Unit ("RSUs") represents a contingent right to receive shares of Issuer Class A common stock on a one-for-one basis. F3: Represents RSUs, 25% of which vested on November 1, 2024, and the remaining amount of which vests in tranches of 6.25% every three (3) months thereafter |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 61,875 |
Reported balance
After 2026-08-26 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-08-26 · Conversion · Disposed 6,875 · Balance 61,875 F1: Each Restricted Stock Unit ("RSUs") represents a contingent right to receive shares of Issuer Class A common stock on a one-for-one basis. F4: Represents RSUs, 25% of which vested on November 1, 2025, and the remaining amount of which vests in tranches of 6.25% every three (3) months thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSUs") represents a contingent right to receive shares of Issuer Class A common stock on a one-for-one basis.
F2: Reflects shares of Class A common stock withheld to cover tax withholding obligations in connection with the vesting restricted stock units reported herein
F3: Represents RSUs, 25% of which vested on November 1, 2024, and the remaining amount of which vests in tranches of 6.25% every three (3) months thereafter
F4: Represents RSUs, 25% of which vested on November 1, 2025, and the remaining amount of which vests in tranches of 6.25% every three (3) months thereafter.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 26, 2026 Filed Aug 28, 2026 08:25 UTC | VTEX NYSE: VTEX · Entity 5342 | ConversionRestricted Stock Unit · Derivative | 6,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-372328 · ownership.xml · derivative · entry 5 Sodre Ricardo · CIK 0002124759 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,875 Underlying: Class A Common Shares · 6,875 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSUs") represents a contingent right to receive shares of Issuer Class A common stock on a one-for-one basis. F4 · derivative.exercise_date: Represents RSUs, 25% of which vested on November 1, 2025, and the remaining amount of which vests in tranches of 6.25% every three (3) months thereafter. F4 · derivative.expiration_date: Represents RSUs, 25% of which vested on November 1, 2025, and the remaining amount of which vests in tranches of 6.25% every three (3) months thereafter. Read SEC document |
| August 26, 2026 Filed Aug 28, 2026 08:25 UTC | VTEX NYSE: VTEX · Entity 5342 | ConversionRestricted Stock Unit · Derivative | 6,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-372328 · ownership.xml · derivative · entry 4 Sodre Ricardo · CIK 0002124759 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,375 Underlying: Class A Common Shares · 6,875 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSUs") represents a contingent right to receive shares of Issuer Class A common stock on a one-for-one basis. F3 · derivative.exercise_date: Represents RSUs, 25% of which vested on November 1, 2024, and the remaining amount of which vests in tranches of 6.25% every three (3) months thereafter F3 · derivative.expiration_date: Represents RSUs, 25% of which vested on November 1, 2024, and the remaining amount of which vests in tranches of 6.25% every three (3) months thereafter Read SEC document |
| August 26, 2026 Filed Aug 28, 2026 08:25 UTC | VTEX NYSE: VTEX · Entity 5342 | OtherClass A Common Shares | 3,744 | $4.39 | $16,436.16 |
DisclosureSEC source: 0001193125-26-372328 · ownership.xml · nonDerivative · entry 3 Sodre Ricardo · CIK 0002124759 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 492,140 F2 · kind: Reflects shares of Class A common stock withheld to cover tax withholding obligations in connection with the vesting restricted stock units reported herein Read SEC document |
| August 26, 2026 Filed Aug 28, 2026 08:25 UTC | VTEX NYSE: VTEX · Entity 5342 | ConversionClass A Common Shares | 6,875 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-372328 · ownership.xml · nonDerivative · entry 2 Sodre Ricardo · CIK 0002124759 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 495,884 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSUs") represents a contingent right to receive shares of Issuer Class A common stock on a one-for-one basis. Read SEC document |
| August 26, 2026 Filed Aug 28, 2026 08:25 UTC | VTEX NYSE: VTEX · Entity 5342 | ConversionClass A Common Shares | 6,875 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-372328 · ownership.xml · nonDerivative · entry 1 Sodre Ricardo · CIK 0002124759 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 489,009 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSUs") represents a contingent right to receive shares of Issuer Class A common stock on a one-for-one basis. Read SEC document |
| May 29, 2026 Filed Jun 3, 2026 01:16 UTC | VTEX NYSE: VTEX · Entity 5342 | ConversionRestricted Stock Unit · Derivative | 5,005 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-254207 · ownership.xml · derivative · entry 4 Sodre Ricardo · CIK 0002124759 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,750 Underlying: Class A Common Shares · 5,005 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSUs") represents a contingent right to receive shares of Issuer Class A common stock on a one-for-one basis. F1 · price: Each Restricted Stock Unit ("RSUs") represents a contingent right to receive shares of Issuer Class A common stock on a one-for-one basis. F3 · derivative.exercise_date: Represents RSUs, 25% of which vested on November 1, 2025, and the remaining amount of which vests in tranches of 6.25% every three (3) months thereafter. F3 · derivative.expiration_date: Represents RSUs, 25% of which vested on November 1, 2025, and the remaining amount of which vests in tranches of 6.25% every three (3) months thereafter. Read SEC document |
| May 29, 2026 Filed Jun 3, 2026 01:16 UTC | VTEX NYSE: VTEX · Entity 5342 | ConversionRestricted Stock Unit · Derivative | 5,005 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-254207 · ownership.xml · derivative · entry 3 Sodre Ricardo · CIK 0002124759 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,250 Underlying: Class A Common Shares · 5,005 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSUs") represents a contingent right to receive shares of Issuer Class A common stock on a one-for-one basis. F1 · price: Each Restricted Stock Unit ("RSUs") represents a contingent right to receive shares of Issuer Class A common stock on a one-for-one basis. F2 · derivative.exercise_date: Represents RSUs, 25% of which vested on November 1, 2024, and the remaining amount of which vests in tranches of 6.25% every three (3) months thereafter F2 · derivative.expiration_date: Represents RSUs, 25% of which vested on November 1, 2024, and the remaining amount of which vests in tranches of 6.25% every three (3) months thereafter Read SEC document |
| May 29, 2026 Filed Jun 3, 2026 01:16 UTC | VTEX NYSE: VTEX · Entity 5342 | ConversionClass A Common Shares | 5,005 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-254207 · ownership.xml · nonDerivative · entry 2 Sodre Ricardo · CIK 0002124759 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 481,134 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSUs") represents a contingent right to receive shares of Issuer Class A common stock on a one-for-one basis. F3 · price: Represents RSUs, 25% of which vested on November 1, 2025, and the remaining amount of which vests in tranches of 6.25% every three (3) months thereafter. Read SEC document |
| May 29, 2026 Filed Jun 3, 2026 01:16 UTC | VTEX NYSE: VTEX · Entity 5342 | ConversionClass A Common Shares | 5,005 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-254207 · ownership.xml · nonDerivative · entry 1 Sodre Ricardo · CIK 0002124759 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 476,129 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSUs") represents a contingent right to receive shares of Issuer Class A common stock on a one-for-one basis. F2 · price: Represents RSUs, 25% of which vested on November 1, 2024, and the remaining amount of which vests in tranches of 6.25% every three (3) months thereafter Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.