Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vertex, Inc.VERX · Entity 4427 | Director | June 10, 2026 | June 12, 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.
Vertex, Inc.
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 20,965 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 15,638 · Balance 20,965 F1: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders, and (ii) June 10, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders, and (ii) June 10, 2027.
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 |
|---|---|---|---|---|---|---|
| June 10, 2026 Filed Jun 12, 2026 20:17 UTC | Vertex, Inc. VERX · Entity 4427 | GrantClass A Common Stock | 15,638 | $0.00 | $0.00 |
DisclosureSEC source: 0002060448-26-000002 · form4-06122026_080641.xml · nonDerivative · entry 1 Mendola Mark J · CIK 0002060448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,965 F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders, and (ii) June 10, 2027. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 20:26 UTC | Vertex, Inc. VERX · Entity 4427 | GrantClass A Common Stock | 5,327 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-017191 · form4-06132025_080615.xml · nonDerivative · entry 1 Mendola Mark J · CIK 0002060448 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,327 F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders and (ii) June 11, 2026. 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.