Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Thryv Holdings, Inc.THRY · Entity 6909 | Executive VP of Operations | 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 StockSEC Table I · non-derivative | Direct | 318,426 |
Reported balance
After 2026-02-27 transaction · row 1
1 source rowRow 1 · 2026-02-27 · Grant · Acquired 20,406 · Balance 318,426 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 16:09 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Stock | 20,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001630070-26-000005 · wk-form4_1772572143.xml · nonDerivative · entry 1 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 318,426 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 19:29 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 6,866 | $5.98 | $41,058.68 |
DisclosureSEC source: 0001630070-26-000003 · wk-form4_1767832151.xml · nonDerivative · entry 3 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,683 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 19:29 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Stock | 84,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001630070-26-000003 · wk-form4_1767832151.xml · nonDerivative · entry 4 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 298,020 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 19:29 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 6,099 | $5.81 | $35,435.19 |
DisclosureSEC source: 0001630070-26-000003 · wk-form4_1767832151.xml · nonDerivative · entry 2 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,549 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 19:29 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 5,047 | $5.81 | $29,323.07 |
DisclosureSEC source: 0001630070-26-000003 · wk-form4_1767832151.xml · nonDerivative · entry 1 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226,648 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 28, 2025 Filed Mar 4, 2025 16:55 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 7,484 | $17.24 | $129,024.16 |
DisclosureSEC source: 0001628280-25-009962 · wk-form4_1741125347.xml · nonDerivative · entry 1 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 231,695 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 17:33 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Stock | 17,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-008777 · wk-form4_1740695613.xml · nonDerivative · entry 1 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 239,179 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 7, 2025 16:49 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 3,117 | $14.96 | $46,630.32 |
DisclosureSEC source: 0001628280-25-000762 · wk-form4_1736286542.xml · nonDerivative · entry 3 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,717 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 7, 2025 16:49 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 3,140 | $14.96 | $46,974.40 |
DisclosureSEC source: 0001628280-25-000762 · wk-form4_1736286542.xml · nonDerivative · entry 2 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,834 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 17:15 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Stock | 46,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000970 · wk-form4_1736374527.xml · nonDerivative · entry 1 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 221,508 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 7, 2025 16:49 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 3,730 | $14.94 | $55,726.20 |
DisclosureSEC source: 0001628280-25-000762 · wk-form4_1736286542.xml · nonDerivative · entry 1 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,974 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 1,228 shares purchased on June 28, 2024 through the Issuer's Employee Share Purchase Program. Read SEC document |
| January 05, 2024 Filed Jan 9, 2024 18:05 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Stock | 38,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-000980 · wk-form4_1704841516.xml · nonDerivative · entry 2 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,791 F3 · 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 18:05 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 7,982 | $18.23 | $145,511.86 |
DisclosureSEC source: 0001628280-24-000980 · wk-form4_1704841516.xml · nonDerivative · entry 1 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,393 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 1,315 shares purchased on June 30, 2023 through the Issuer's Employee Share Purchase Program. Read SEC document |
| January 05, 2024 Filed Jun 17, 2024 17:28 UTC Amendment | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Stock | 38,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-028548 · wk-form4a_1718659727.xml · nonDerivative · entry 2 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 183,476 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 Jun 17, 2024 17:28 UTC Amendment | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 7,982 | $18.23 | $145,511.86 |
DisclosureSEC source: 0001628280-24-028548 · wk-form4a_1718659727.xml · nonDerivative · entry 1 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,078 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 03, 2024 Filed Jan 5, 2024 18:14 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 2,321 | $19.63 | $45,561.23 |
DisclosureSEC source: 0001628280-24-000717 · wk-form4_1704496481.xml · nonDerivative · entry 1 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,060 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 9, 2023 19:28 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Stock | 31,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-000793 · wf-form4_167331047729194.xml · nonDerivative · entry 1 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,381 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 2024. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 19:25 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 2,321 | $19.39 | $45,004.19 |
DisclosureSEC source: 0001628280-23-000545 · wf-form4_167296471257169.xml · nonDerivative · entry 1 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,613 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 |
| May 03, 2022 Filed May 5, 2022 19:40 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Stock | 23,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-012797 · wf-form4_165179399564047.xml · nonDerivative · entry 1 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,327 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 2023. F2 · balance_after: Includes 1,851 shares purchased on June 30, 2021 through the Issuer's Employee Share Purchase Program. Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 20:07 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Exercise / conversionStock Option (right to buy) · Derivative | 100,000 | $0.00 Strike: $3.68 | $0.00 |
DisclosureSEC source: 0001140361-21-004781 · form4.xml · derivative · entry 2 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,521 Underlying: Common Stock · 100,000 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 |
| February 11, 2021 Filed Feb 12, 2021 20:07 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Exercise / conversionCommon Stock | 100,000 | $3.68 | $368,000.00 |
DisclosureSEC source: 0001140361-21-004781 · form4.xml · nonDerivative · entry 1 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 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 |
| December 29, 2020 Filed Dec 30, 2020 18:24 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantStock Option (right to buy) · Derivative | 111,111 | Not disclosed Strike: $13.82 | Not disclosed |
DisclosureSEC source: 0001140361-20-029950 · form4.xml · derivative · entry 2 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,111 Underlying: Common Stock · 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 three equal annual installments beginning on January 1, 2022. Read SEC document |
| December 29, 2020 Filed Dec 30, 2020 18:24 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Disposition to issuerStock Option (right to buy) · Derivative | 111,111 | Not disclosed Strike: $16.20 | Not disclosed |
DisclosureSEC source: 0001140361-20-029950 · form4.xml · derivative · entry 1 Wholey John F · CIK 0001630070 · Executive VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 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 annual installments over a three-year period beginning on January 1, 2021. 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.