Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Thryv Holdings, Inc.THRY · Entity 6909 | President | February 27, 2026 | March 03, 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 February 27, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 276,772 |
Reported balance
After 2026-02-27 transaction · row 1
1 source rowRow 1 · 2026-02-27 · Grant · Acquired 20,339 · Balance 276,772 F1: Represents performance stock units granted on January 5, 2023, whose performance criteria were certified on February 18, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents performance stock units granted on January 5, 2023, whose performance criteria were certified on February 18, 2026.
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 |
|---|---|---|---|---|---|---|
| February 27, 2026 Filed Mar 3, 2026 22:26 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Shares | 20,339 | $0.00 | $0.00 |
DisclosureSEC source: 0001991647-26-000004 · wk-form4_1772576792.xml · nonDerivative · entry 1 Freeman Grant · CIK 0001991647 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,772 F1 · shares: Represents performance stock units granted on January 5, 2023, whose performance criteria were certified on February 18, 2026. Read SEC document |
| January 06, 2026 Filed Jan 7, 2026 23:46 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Shares | 12,963 | $5.98 | $77,518.74 |
DisclosureSEC source: 0001991647-26-000002 · wk-form4_1767829599.xml · nonDerivative · entry 3 Freeman Grant · CIK 0001991647 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,952 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, 2026 Filed Jan 7, 2026 23:46 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Shares | 120,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001991647-26-000002 · wk-form4_1767829599.xml · nonDerivative · entry 4 Freeman Grant · CIK 0001991647 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,433 F2 · shares: These restricted stock units were granted under the Issuer's 2020 Incentive Award Plan and will vest in three equal annual installments beginning in January 2027. Read SEC document |
| January 05, 2026 Filed Jan 7, 2026 23:46 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Shares | 9,193 | $5.81 | $53,411.33 |
DisclosureSEC source: 0001991647-26-000002 · wk-form4_1767829599.xml · nonDerivative · entry 2 Freeman Grant · CIK 0001991647 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,915 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, 2026 Filed Jan 7, 2026 23:46 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Shares | 6,655 | $5.81 | $38,665.55 |
DisclosureSEC source: 0001991647-26-000002 · wk-form4_1767829599.xml · nonDerivative · entry 1 Freeman Grant · CIK 0001991647 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,108 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 |
| March 07, 2025 Filed Mar 11, 2025 22:39 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | PurchaseCommon Shares | 500 | $16.82 | $8,410.00 |
DisclosureSEC source: 0001628280-25-012152 · wk-form4_1741732751.xml · nonDerivative · entry 1 Freeman Grant · CIK 0001991647 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,763 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:49 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Shares | 8,437 | $17.24 | $145,453.88 |
DisclosureSEC source: 0001628280-25-009952 · wk-form4_1741124973.xml · nonDerivative · entry 1 Freeman Grant · CIK 0001991647 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,263 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 the performance stock units previously granted to the Reporting Person. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 22:24 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Shares | 17,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-008764 · wk-form4_1740695047.xml · nonDerivative · entry 1 Freeman Grant · CIK 0001991647 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,700 F1 · shares: Represents performance stock units granted on May 3, 2022, whose performance criteria were certified on February 25, 2025. Read SEC document |
| January 06, 2025 Filed Jan 8, 2025 02:36 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Shares | 4,351 | $14.96 | $65,090.96 |
DisclosureSEC source: 0001628280-25-000810 · wk-form4_1736303807.xml · nonDerivative · entry 3 Freeman Grant · CIK 0001991647 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,184 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 06, 2025 Filed Jan 8, 2025 02:36 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Shares | 3,704 | $14.96 | $55,411.84 |
DisclosureSEC source: 0001628280-25-000810 · wk-form4_1736303807.xml · nonDerivative · entry 2 Freeman Grant · CIK 0001991647 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,535 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 06, 2025 Filed Jan 8, 2025 22:01 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Shares | 66,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000965 · wk-form4_1736373675.xml · nonDerivative · entry 1 Freeman Grant · CIK 0001991647 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,029 F1 · shares: These restricted stock units were granted under the Issuer's 2020 Incentive Award Plan and will vest in three equal annual installments beginning in January 2026. Read SEC document |
| January 03, 2025 Filed Jan 8, 2025 02:36 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Shares | 4,151 | $14.94 | $62,015.94 |
DisclosureSEC source: 0001628280-25-000810 · wk-form4_1736303807.xml · nonDerivative · entry 1 Freeman Grant · CIK 0001991647 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,239 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 |
| March 01, 2024 Filed Mar 5, 2024 23:20 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | PurchaseCommon Stock | 450 | $21.00 | $9,450.00 |
DisclosureSEC source: 0001628280-24-009103 · wk-form4_1709680800.xml · nonDerivative · entry 1 Freeman Grant · CIK 0001991647 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,634 Read SEC document |
| January 05, 2024 Filed Jan 9, 2024 22:20 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Stock | 43,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-000965 · wk-form4_1704838851.xml · nonDerivative · entry 2 Freeman Grant · CIK 0001991647 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,184 F2 · shares: These restricted stock units were granted under the Issuer's 2020 Incentive Award Plan and will vest in three equal annual installments beginning in January 2025. Read SEC document |
| January 05, 2024 Filed Jan 9, 2024 22:20 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 7,401 | $18.23 | $134,920.23 |
DisclosureSEC source: 0001628280-24-000965 · wk-form4_1704838851.xml · nonDerivative · entry 1 Freeman Grant · CIK 0001991647 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,301 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, 2024 Filed Jan 8, 2025 02:31 UTC Amendment | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 3,188 | $19.63 | $62,580.44 |
DisclosureSEC source: 0001140361-25-000493 · form4.xml · nonDerivative · entry 1 Freeman Grant · CIK 0001991647 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,829 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: This Form 4/A amends the original Form 4 filed on January 9, 2024, which inadvertently disclosed that 4,213 additional shares were withheld for tax obligations of the Reporting Person. This Form 4/A is also deemed to adjust, accordingly and in connection with the Form 3/A also filed as of the date hereof, the reported balance on the Form 4 filed by the Reporting Person on March 5, 2024. In this regard, as of January 1, 2025, the Reporting Person directly held 100,390 shares, including 1,228 shares purchased through the 2021 Employee Stock Purchase Plan. Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 23:33 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 2,731 | $19.63 | $53,609.53 |
DisclosureSEC source: 0001628280-24-000723 · wk-form4_1704497615.xml · nonDerivative · entry 1 Freeman Grant · CIK 0001991647 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,702 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: Represents (i) 18,108 shares of common stock and (ii) 39,594 restricted stock units which were granted under the 2020 Incentive Award Plan of Issuer. 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.