Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Thryv Holdings, Inc.THRY · Entity 6909 | Director · Chairman and CEO | October 05, 2026 | October 07, 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.
Thryv Holdings, Inc.
Report date October 05, 2026 · Filed October 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 785,974 |
Ending reported balance
After 2026-10-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-05 · Tax withholding · Disposed 958 · Balance 787,141 F1: Represents shares of common stock withheld by the Issuer to satisfy tax withholding obligations of the Reporting Person in connection with the vesting of a portion of restricted stock units previously granted to the Reporting Person. Row 2 · 2026-10-06 · Tax withholding · Disposed 1,167 · Balance 785,974 F1: Represents shares of common stock withheld by the Issuer to satisfy tax withholding obligations of the Reporting Person in connection with the vesting of a portion of restricted stock units previously granted to the Reporting Person. |
| Common SharesSEC Table I · non-derivative | IndirectBy trust | 1,625,206 |
Reported balance
Holding disclosure · report date 2026-10-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,625,206 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock withheld by the Issuer to satisfy tax withholding obligations of the Reporting Person in connection with the vesting of a portion of restricted stock units previously granted to the Reporting Person.
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 |
|---|---|---|---|---|---|---|
| March 15, 2023 Filed Mar 17, 2023 21:23 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | PurchaseCommon Shares | 864 | $21.50 | $18,576.00 |
DisclosureSEC source: 0001628280-23-008520 · wf-form4_167908818892462.xml · nonDerivative · entry 1 Walsh Joe · CIK 0001573298 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421,131 Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 22:03 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Shares | 273 | $24.17 | $6,598.41 |
DisclosureSEC source: 0001628280-23-006757 · wf-form4_167822657320379.xml · nonDerivative · entry 1 Walsh Joe · CIK 0001573298 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420,267 F1 · shares: Represents shares of common stock withheld by the Issuer to satisfy tax withholding obligations of the Reporting Person in connection with the vesting of a portion of restricted stock units previously granted to the Reporting Person. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 00:29 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Shares | 272 | $24.51 | $6,666.72 |
DisclosureSEC source: 0001628280-23-002461 · wf-form4_167572972977527.xml · nonDerivative · entry 1 Walsh Joe · CIK 0001573298 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420,540 F1 · shares: Represents shares of common stock withheld by the Issuer to satisfy tax withholding obligations of the Reporting Person in connection with the vesting of a portion of restricted stock units previously granted to the Reporting Person. Read SEC document |
| January 05, 2023 Filed Jan 10, 2023 00:11 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Shares | 54,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-000787 · wf-form4_167330949848694.xml · nonDerivative · entry 1 Walsh Joe · CIK 0001573298 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420,812 F1 · shares: These restricted stock units were granted under the Issuer's 2020 Incentive Award Plan and one-third will vest in January 2024 and the remaining two-thirds will vest in equal monthly installments thereafter. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 23:36 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Shares | 3,686 | $19.39 | $71,471.54 |
DisclosureSEC source: 0001628280-23-000533 · wf-form4_167296176366502.xml · nonDerivative · entry 1 Walsh Joe · CIK 0001573298 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,352 F1 · shares: Represents shares of common stock withheld by the Issuer to satisfy tax withholding obligations of the Reporting Person in connection with the vesting of a portion of restricted stock units previously granted to the Reporting Person. F2 · balance_after: Includes 607 shares purchased on June 30, 2022 through the Issuer's Employee Share Purchase Program. Read SEC document |
| December 08, 2022 Filed Dec 9, 2022 22:06 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | PurchaseCommon Shares | 10,000 | $17.65 | $176,500.00 |
DisclosureSEC source: 0001628280-22-031681 · wf-form4_167062356937670.xml · nonDerivative · entry 1 Walsh Joe · CIK 0001573298 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,431 Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 20:12 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | PurchaseCommon Shares | 10,000 | $25.77 | $257,700.00 |
DisclosureSEC source: 0001628280-22-024274 · wf-form4_166214955192951.xml · nonDerivative · entry 1 Walsh Joe · CIK 0001573298 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,431 F1 · balance_after: Includes 607 shares purchased on June 30, 2022 through the Issuer's Employee Share Purchase Program. Read SEC document |
| May 03, 2022 Filed May 5, 2022 22:44 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Shares | 40,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-012783 · wf-form4_165179064778779.xml · nonDerivative · entry 1 Walsh Joe · CIK 0001573298 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,824 F1 · shares: These restricted stock units were granted under the Issuer's 2020 Incentive Award Plan and one-third will vest in January 2023 and the remaining two-thirds will vest in equal monthly installments thereafter. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 22:02 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | PurchaseCommon Shares | 45,000 | $35.50 | $1,597,500.00 |
DisclosureSEC source: 0001628280-21-023720 · wf-form4_163718653892131.xml · nonDerivative · entry 1 Walsh Joe · CIK 0001573298 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,579 F1 · price: Purchased from funds affiliated with Mudrick Capital Management, L.P. in a privately negotiated transaction. F2 · balance_after: Includes 1,851 shares purchased on June 30, 2021 through the Issuer's Employee Share Purchase Program. Read SEC document |
| March 18, 2021 Filed Mar 19, 2021 23:56 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Exercise / conversionStock Option (right to buy) · Derivative | 61,728 | $0.00 Strike: $13.82 | $0.00 |
DisclosureSEC source: 0001140361-21-009388 · form4.xml · derivative · entry 4 Walsh Joe · CIK 0001573298 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,049,383 Underlying: Common Stock · 61,728 shares Expires 2029-11-18 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. F2 · derivative.exercise_date: The options, as amended, become exercisable in equal monthly installments for a period of three years beginning on January 1, 2021. Read SEC document |
| March 18, 2021 Filed Mar 19, 2021 23:56 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Exercise / conversionCommon Shares | 61,728 | $13.82 | $853,080.96 |
DisclosureSEC source: 0001140361-21-009388 · form4.xml · nonDerivative · entry 2 Walsh Joe · CIK 0001573298 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,728 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. Read SEC document |
| March 17, 2021 Filed Mar 19, 2021 23:56 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | PurchaseCommon Shares | 200,000 | $18.67 | $3,734,000.00 |
DisclosureSEC source: 0001140361-21-009388 · form4.xml · nonDerivative · entry 1 Walsh Joe · CIK 0001573298 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 F1 · price: Purchased from funds affiliated with Mudrick Capital Management, L.P. in a privately negotiated transaction. Read SEC document |
| December 29, 2020 Filed Dec 30, 2020 23:25 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantStock Option (right to buy) · Derivative | 1,111,111 | Not disclosed Strike: $13.82 | Not disclosed |
DisclosureSEC source: 0001140361-20-029952 · form4.xml · derivative · entry 2 Walsh Joe · CIK 0001573298 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,111,111 Underlying: Common Stock · 1,111,111 shares Expires 2029-11-18 F1 · kind: The reported transactions involve a repricing and extension of vesting dates of outstanding options originally granted on November 18, 2019. F1 · price: The reported transactions involve a repricing and extension of vesting dates of outstanding options originally granted on November 18, 2019. F3 · derivative.exercise_date: The options, as amended, become exercisable in equal monthly installments beginning on January 1, 2021 (the "New Vesting Schedule"). Options that had already vested will now be subject to the New Vesting Schedule. Read SEC document |
| December 29, 2020 Filed Dec 30, 2020 23:25 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Disposition to issuerStock Option (right to buy) · Derivative | 1,111,111 | Not disclosed Strike: $16.20 | Not disclosed |
DisclosureSEC source: 0001140361-20-029952 · form4.xml · derivative · entry 1 Walsh Joe · CIK 0001573298 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,111,111 shares Expires 2029-11-18 F1 · kind: The reported transactions involve a repricing and extension of vesting dates of outstanding options originally granted on November 18, 2019. F1 · price: The reported transactions involve a repricing and extension of vesting dates of outstanding options originally granted on November 18, 2019. F2 · derivative.exercise_date: The options were originally granted on November 18, 2019 and provided for vesting in equal monthly installments over a three-year period beginning on January 1, 2020. Read SEC document |
| December 24, 2020 Filed Feb 12, 2021 22:03 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GiftCommon Stock | 1,625,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-004695 · form5.xml · nonDerivative · entry 2 Walsh Joe · CIK 0001573298 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 1,625,206 F1 · shares: On December 21, 2020, Mr. Walsh transferred 1,625,206 shares of common stock to the Walsh Family 2020 Trust, a trust for the benefit of Mr. Walsh's descendants. Read SEC document |
| December 24, 2020 Filed Feb 12, 2021 22:03 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GiftCommon Stock | 1,625,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-21-004695 · form5.xml · nonDerivative · entry 1 Walsh Joe · CIK 0001573298 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: On December 21, 2020, Mr. Walsh transferred 1,625,206 shares of common stock to the Walsh Family 2020 Trust, a trust for the benefit of Mr. Walsh's descendants. Read SEC document |
| December 21, 2020 Filed Dec 24, 2020 02:41 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Exercise / conversionStock Option (right to buy) · Derivative | 1,625,206 | $0.00 Strike: $3.68 | $0.00 |
DisclosureSEC source: 0001140361-20-029513 · form4.xml · derivative · entry 2 Walsh Joe · CIK 0001573298 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,625,206 shares Expires 2026-09-26 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_date: Represents Stock Options awarded on September 26, 2016 under the Issuer's 2016 Stock Incentive Plan, all of which have vested. Read SEC document |
| December 21, 2020 Filed Dec 24, 2020 02:41 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Exercise / conversionCommon Stock | 1,625,206 | $3.68 | $5,980,758.08 |
DisclosureSEC source: 0001140361-20-029513 · form4.xml · nonDerivative · entry 1 Walsh Joe · CIK 0001573298 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,625,206 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. 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.