person · Reporting owner

Saunders Philip Seth

Disclosed activity across 2 companies

Tapewire entity: 38780
SEC CIK: 0001371044

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	50,606	Reported balance After 2026-06-10 transaction · row 1 1 source row Row 1 · 2026-06-10 · Grant · Acquired 15,638 · Balance 50,606 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.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Cornerstone OnDemand Inc

Report date October 15, 2021 · Filed October 18, 2021

Section 16 reporting ended · disclosed 2021-10-18. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	0	Reported balance After 2021-10-15 transaction · row 1 1 source row Row 1 · 2021-10-15 · Disposition to issuer · Disposed 168,743 · Balance 0 F1: Reflects disposition of Issuer common stock in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated August 5, 2021 (the "Merger Agreement"), by and among the Issuer, Sunshine Software Holdings, Inc., a Delaware corporation ("Parent"), and Sunshine Software Merger Sub, Inc., a Delaware corporation ("Merger Sub"), including the consummation of the merger (the "Merger") between the Issuer and Merger Sub on October 15, 2021. Pursuant to the Merger Agreement, as of the effective time of the Merger (the "Effective Time"), each outstanding share of Issuer common stock, $0.0001 par value per share ("Issuer Common Stock"), was cancelled and converted into the right to receive an amount equal to $57.50 in cash, without interest (the "Per Share Merger Consideration"), subject to any required withholding of taxes. F2: Pursuant to the Merger Agreement, at the Effective Time, each restricted stock unit award (each, an "Issuer RSU") that was unexpired, unexercised, outstanding and vested as of immediately prior to the Effective Time or that vested solely as a result of the consummation of the Merger (each, a "Vested Issuer RSU"), and each option to purchase Issuer Common Stock (each, an "Issuer Option") that was unexpired, unexercised, outstanding and vested as of immediately prior to the Effective Time or that vested solely as a result of the consummation of the Merger (each, a "Vested Issuer Option") was cancelled and converted into the right to receive cash in an amount equal to the product of (A) the aggregate number of shares of Issuer Common Stock subject to, or issuable in settlement of, such award immediately prior to the Effective Time, multiplied by (B) the Per Share Merger Consideration (continued on next footnote) F3: (continued from previous footnote) (or, for each Issuer Option, the excess, if any, of the Per Share Merger Consideration over such Vested Issuer Option's per share exercise price), subject to any required withholding of taxes. F4: Pursuant to the Merger Agreement, at the Effective Time, each Issuer RSU that is not a Director RSU or Vested Issuer RSU (each, an "Unvested Issuer RSU") was cancelled and converted into the right to receive cash in an amount equal to the product of (A) the aggregate number of shares of Issuer Common Stock subject to such Unvested Issuer RSU immediately prior to the Effective Time, multiplied by (B) the Per Share Merger Consideration, subject to any required withholding of taxes (the "Unvested RSU Consideration Amount"), which Unvested RSU Consideration Amount will be paid at the same time(s) that the Unvested Issuer RSU would have vested in accordance with their terms and will remain subject to the holder of the Unvested Issuer RSU remaining in continuous service with Parent, the Surviving Corporation or any of its Subsidiaries (as defined in the Merger Agreement) through each such vesting date (continued on next footnote) F5: (continued from previous footnote) (except, that any terms and conditions relating to accelerated vesting upon a termination of the holder's employment in connection with or following the Merger will continue to apply to the Unvested RSU Consideration Amount).

Filing footnotes · ownership attribution and instrument terms

F1: Reflects disposition of Issuer common stock in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated August 5, 2021 (the "Merger Agreement"), by and among the Issuer, Sunshine Software Holdings, Inc., a Delaware corporation ("Parent"), and Sunshine Software Merger Sub, Inc., a Delaware corporation ("Merger Sub"), including the consummation of the merger (the "Merger") between the Issuer and Merger Sub on October 15, 2021. Pursuant to the Merger Agreement, as of the effective time of the Merger (the "Effective Time"), each outstanding share of Issuer common stock, $0.0001 par value per share ("Issuer Common Stock"), was cancelled and converted into the right to receive an amount equal to $57.50 in cash, without interest (the "Per Share Merger Consideration"), subject to any required withholding of taxes.

F2: Pursuant to the Merger Agreement, at the Effective Time, each restricted stock unit award (each, an "Issuer RSU") that was unexpired, unexercised, outstanding and vested as of immediately prior to the Effective Time or that vested solely as a result of the consummation of the Merger (each, a "Vested Issuer RSU"), and each option to purchase Issuer Common Stock (each, an "Issuer Option") that was unexpired, unexercised, outstanding and vested as of immediately prior to the Effective Time or that vested solely as a result of the consummation of the Merger (each, a "Vested Issuer Option") was cancelled and converted into the right to receive cash in an amount equal to the product of (A) the aggregate number of shares of Issuer Common Stock subject to, or issuable in settlement of, such award immediately prior to the Effective Time, multiplied by (B) the Per Share Merger Consideration (continued on next footnote)

F3: (continued from previous footnote) (or, for each Issuer Option, the excess, if any, of the Per Share Merger Consideration over such Vested Issuer Option's per share exercise price), subject to any required withholding of taxes.

F4: Pursuant to the Merger Agreement, at the Effective Time, each Issuer RSU that is not a Director RSU or Vested Issuer RSU (each, an "Unvested Issuer RSU") was cancelled and converted into the right to receive cash in an amount equal to the product of (A) the aggregate number of shares of Issuer Common Stock subject to such Unvested Issuer RSU immediately prior to the Effective Time, multiplied by (B) the Per Share Merger Consideration, subject to any required withholding of taxes (the "Unvested RSU Consideration Amount"), which Unvested RSU Consideration Amount will be paid at the same time(s) that the Unvested Issuer RSU would have vested in accordance with their terms and will remain subject to the holder of the Unvested Issuer RSU remaining in continuous service with Parent, the Surviving Corporation or any of its Subsidiaries (as defined in the Merger Agreement) through each such vesting date (continued on next footnote)

F5: (continued from previous footnote) (except, that any terms and conditions relating to accelerated vesting upon a termination of the holder's employment in connection with or following the Merger will continue to apply to the Unvested RSU Consideration Amount).

Transaction history

JSON API

Purchases/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 20:20 UTC	Vertex, Inc. VERX · Entity 4427	GrantClass A Common Stock	15,638	$0.00	$0.00	Disclosure SEC source: 0001371044-26-000002 · form4-06122026_080619.xml · nonDerivative · entry 1 Saunders Philip Seth · CIK 0001371044 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,606 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 20:27 UTC	Vertex, Inc. VERX · Entity 4427	GrantClass A Common Stock	5,327	$0.00	$0.00	Disclosure SEC source: 0001415889-25-017193 · form4-06132025_080616.xml · nonDerivative · entry 1 Saunders Philip Seth · CIK 0001371044 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,968 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
June 12, 2024 Filed Jun 14, 2024 20:18 UTC	Vertex, Inc. VERX · Entity 4427	GrantClass A Common Stock	5,705	$0.00	$0.00	Disclosure SEC source: 0001415889-24-016895 · form4-06142024_080616.xml · nonDerivative · entry 1 Saunders Philip Seth · CIK 0001371044 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,641 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 12, 2025. Read SEC document
June 13, 2023 Filed Jun 15, 2023 20:16 UTC	Vertex, Inc. VERX · Entity 4427	GrantClass A Common Stock	8,815	$0.00	$0.00	Disclosure SEC source: 0001415889-23-009818 · form4-06152023_080612.xml · nonDerivative · entry 1 Saunders Philip Seth · CIK 0001371044 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,936 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 13, 2024. Read SEC document
June 14, 2022 Filed Jun 15, 2022 20:25 UTC	Vertex, Inc. VERX · Entity 4427	GrantClass A Common Stock	15,121	$0.00	$0.00	Disclosure SEC source: 0001415889-22-006598 · form4-06152022_010635.xml · nonDerivative · entry 1 Saunders Philip Seth · CIK 0001371044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,121 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 14, 2023. Read SEC document
October 15, 2021 Filed Oct 18, 2021 12:03 UTC	Cornerstone OnDemand Inc CSOD · Entity 134445	Disposition to issuerCommon Stock	168,743	Not disclosed	Not disclosed	Disclosure SEC source: 0001209191-21-060659 · doc4.xml · nonDerivative · entry 1 Saunders Philip Seth · CIK 0001371044 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Reflects disposition of Issuer common stock in connection with the consummation of the transactions contemplated by the Agreement and Plan of Merger, dated August 5, 2021 (the "Merger Agreement"), by and among the Issuer, Sunshine Software Holdings, Inc., a Delaware corporation ("Parent"), and Sunshine Software Merger Sub, Inc., a Delaware corporation ("Merger Sub"), including the consummation of the merger (the "Merger") between the Issuer and Merger Sub on October 15, 2021. Pursuant to the Merger Agreement, as of the effective time of the Merger (the "Effective Time"), each outstanding share of Issuer common stock, $0.0001 par value per share ("Issuer Common Stock"), was cancelled and converted into the right to receive an amount equal to $57.50 in cash, without interest (the "Per Share Merger Consideration"), subject to any required withholding of taxes. F2 · price: Pursuant to the Merger Agreement, at the Effective Time, each restricted stock unit award (each, an "Issuer RSU") that was unexpired, unexercised, outstanding and vested as of immediately prior to the Effective Time or that vested solely as a result of the consummation of the Merger (each, a "Vested Issuer RSU"), and each option to purchase Issuer Common Stock (each, an "Issuer Option") that was unexpired, unexercised, outstanding and vested as of immediately prior to the Effective Time or that vested solely as a result of the consummation of the Merger (each, a "Vested Issuer Option") was cancelled and converted into the right to receive cash in an amount equal to the product of (A) the aggregate number of shares of Issuer Common Stock subject to, or issuable in settlement of, such award immediately prior to the Effective Time, multiplied by (B) the Per Share Merger Consideration (continued on next footnote) F3 · price: (continued from previous footnote) (or, for each Issuer Option, the excess, if any, of the Per Share Merger Consideration over such Vested Issuer Option's per share exercise price), subject to any required withholding of taxes. F4 · price: Pursuant to the Merger Agreement, at the Effective Time, each Issuer RSU that is not a Director RSU or Vested Issuer RSU (each, an "Unvested Issuer RSU") was cancelled and converted into the right to receive cash in an amount equal to the product of (A) the aggregate number of shares of Issuer Common Stock subject to such Unvested Issuer RSU immediately prior to the Effective Time, multiplied by (B) the Per Share Merger Consideration, subject to any required withholding of taxes (the "Unvested RSU Consideration Amount"), which Unvested RSU Consideration Amount will be paid at the same time(s) that the Unvested Issuer RSU would have vested in accordance with their terms and will remain subject to the holder of the Unvested Issuer RSU remaining in continuous service with Parent, the Surviving Corporation or any of its Subsidiaries (as defined in the Merger Agreement) through each such vesting date (continued on next footnote) F5 · price: (continued from previous footnote) (except, that any terms and conditions relating to accelerated vesting upon a termination of the holder's employment in connection with or following the Merger will continue to apply to the Unvested RSU Consideration Amount). Read SEC document
May 17, 2021 Filed May 19, 2021 21:06 UTC	Cornerstone OnDemand Inc CSOD · Entity 134445	SaleCommon Stock	31,090	$42.87	$1,332,672.85	Disclosure SEC source: 0001209191-21-034244 · doc4.xml · nonDerivative · entry 1 Saunders Philip Seth · CIK 0001371044 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,743 F1 · kind: Shares sold to cover tax obligations in connection with the vesting of restricted stock units. Read SEC document
February 27, 2021 Filed Mar 2, 2021 19:42 UTC	Cornerstone OnDemand Inc CSOD · Entity 134445	GrantCommon Stock	72,578	$0.00	$0.00	Disclosure SEC source: 0001209191-21-016501 · doc4.xml · nonDerivative · entry 1 Saunders Philip Seth · CIK 0001371044 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,833 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). One-third (1/3) of the total RSUs will vest on February 27, 2022, and the remaining RSUs will vest in equal quarterly increments thereafter, subject to the Reporting Person's continued service as of each such vesting date. Read SEC document
June 16, 2020 Filed Jun 18, 2020 16:18 UTC	Cornerstone OnDemand Inc CSOD · Entity 134445	GrantCommon Stock	34,033	$0.00	$0.00	Disclosure SEC source: 0001209191-20-037579 · doc4.xml · nonDerivative · entry 1 Saunders Philip Seth · CIK 0001371044 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,255 F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will vest on May 14, 2021 pursuant to the terms of that certain Employment Agreement by and between the Reporting Person and the Issuer, subject to the Reporting Person's continued service as of such date. 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.