Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Thryv Holdings, Inc.THRY · Entity 6909 | See Remarks | 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 | 223,973 |
Reported balance
After 2026-02-27 transaction · row 1
1 source rowRow 1 · 2026-02-27 · Grant · Acquired 22,884 · Balance 223,973 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 14:57 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Stock | 22,884 | $0.00 | $0.00 |
DisclosureSEC source: 0001824565-26-000005 · wk-form4_1772567866.xml · nonDerivative · entry 1 Bolger Lesley · CIK 0001824565 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 223,973 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 18:26 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 6,880 | $5.93 | $40,798.40 |
DisclosureSEC source: 0001824565-26-000003 · wk-form4_1767828407.xml · nonDerivative · entry 3 Bolger Lesley · CIK 0001824565 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,752 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 18:26 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Stock | 84,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001824565-26-000003 · wk-form4_1767828407.xml · nonDerivative · entry 4 Bolger Lesley · CIK 0001824565 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,089 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 2027.. Read SEC document |
| January 05, 2026 Filed Jan 7, 2026 18:26 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 6,099 | $5.81 | $35,435.19 |
DisclosureSEC source: 0001824565-26-000003 · wk-form4_1767828407.xml · nonDerivative · entry 2 Bolger Lesley · CIK 0001824565 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,632 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 18:26 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 5,047 | $5.81 | $29,323.07 |
DisclosureSEC source: 0001824565-26-000003 · wk-form4_1767828407.xml · nonDerivative · entry 1 Bolger Lesley · CIK 0001824565 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,731 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 379 shares purchased on December 31, 2025 through the Issuer's Employee Share Purchase Program. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 16:44 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 5,717 | $17.24 | $98,561.08 |
DisclosureSEC source: 0001628280-25-009930 · wk-form4_1741124669.xml · nonDerivative · entry 1 Bolger Lesley · CIK 0001824565 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,399 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 17:28 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Stock | 17,671 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-008768 · wk-form4_1740695297.xml · nonDerivative · entry 1 Bolger Lesley · CIK 0001824565 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,116 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 16:47 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 3,117 | $14.96 | $46,630.32 |
DisclosureSEC source: 0001628280-25-000759 · wk-form4_1736286469.xml · nonDerivative · entry 3 Bolger Lesley · CIK 0001824565 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,654 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 16:47 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 3,140 | $14.96 | $46,974.40 |
DisclosureSEC source: 0001628280-25-000759 · wk-form4_1736286469.xml · nonDerivative · entry 2 Bolger Lesley · CIK 0001824565 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,771 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 17:20 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Stock | 46,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-000972 · wk-form4_1736374802.xml · nonDerivative · entry 1 Bolger Lesley · CIK 0001824565 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,445 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 16:47 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 3,495 | $14.94 | $52,215.30 |
DisclosureSEC source: 0001628280-25-000759 · wk-form4_1736286469.xml · nonDerivative · entry 1 Bolger Lesley · CIK 0001824565 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,911 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 18:11 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Stock | 38,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-000982 · wk-form4_1704841855.xml · nonDerivative · entry 2 Bolger Lesley · CIK 0001824565 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,178 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 18:11 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 7,982 | $18.23 | $145,511.86 |
DisclosureSEC source: 0001628280-24-000982 · wk-form4_1704841855.xml · nonDerivative · entry 1 Bolger Lesley · CIK 0001824565 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,780 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 03, 2024 Filed Jan 5, 2024 18:21 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 2,321 | $19.63 | $45,561.23 |
DisclosureSEC source: 0001628280-24-000719 · wk-form4_1704496879.xml · nonDerivative · entry 1 Bolger Lesley · CIK 0001824565 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,447 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 19:39 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Stock | 31,768 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-000797 · wf-form4_167331114993126.xml · nonDerivative · entry 1 Bolger Lesley · CIK 0001824565 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,768 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 18:57 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Tax withholdingCommon Stock | 2,321 | $19.39 | $45,004.19 |
DisclosureSEC source: 0001628280-23-000538 · wf-form4_167296301224026.xml · nonDerivative · entry 1 Bolger Lesley · CIK 0001824565 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,000 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 20:30 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantCommon Stock | 23,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-012806 · wf-form4_165179702675970.xml · nonDerivative · entry 1 Bolger Lesley · CIK 0001824565 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,714 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 804 shares purchased on June 30, 2021 and 334 shares purchased on December 31, 2021 through the Issuer's Employee Share Purchase Program. Read SEC document |
| December 29, 2020 Filed Dec 30, 2020 18:21 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantStock Option (right to buy) · Derivative | 55,556 | Not disclosed Strike: $13.82 | Not disclosed |
DisclosureSEC source: 0001140361-20-029945 · form4.xml · derivative · entry 2 Bolger Lesley · CIK 0001824565 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,556 Underlying: Common Stock · 55,556 shares Expires 2029-11-18 F1 · kind: The reported transactions involve a repricing of outstanding options originally granted on November 18, 2019. No other terms were amended, and the options continue to vest in equal annual installments over a three-year period beginning on January 1, 2021. F1 · price: The reported transactions involve a repricing of outstanding options originally granted on November 18, 2019. No other terms were amended, and the options continue to vest in equal annual installments over a three-year period beginning on January 1, 2021. F1 · derivative.exercise_date: The reported transactions involve a repricing of outstanding options originally granted on November 18, 2019. No other terms were amended, and the options continue to vest in equal annual installments over a three-year period beginning on January 1, 2021. Read SEC document |
| December 29, 2020 Filed Dec 30, 2020 18:21 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | Disposition to issuerStock Option (right to buy) · Derivative | 55,556 | Not disclosed Strike: $16.20 | Not disclosed |
DisclosureSEC source: 0001140361-20-029945 · form4.xml · derivative · entry 1 Bolger Lesley · CIK 0001824565 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 55,556 shares Expires 2029-11-18 F1 · kind: The reported transactions involve a repricing of outstanding options originally granted on November 18, 2019. No other terms were amended, and the options continue to vest in equal annual installments over a three-year period beginning on January 1, 2021. F1 · price: The reported transactions involve a repricing of outstanding options originally granted on November 18, 2019. No other terms were amended, and the options continue to vest in equal annual installments over a three-year period beginning on January 1, 2021. F1 · derivative.exercise_date: The reported transactions involve a repricing of outstanding options originally granted on November 18, 2019. No other terms were amended, and the options continue to vest in equal annual installments over a three-year period beginning on January 1, 2021. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 21:07 UTC | Thryv Holdings, Inc. THRY · Entity 6909 | GrantStock Option(right to buy) · Derivative | 25,000 | $0.00 Strike: $10.35 | $0.00 |
DisclosureSEC source: 0001140361-20-028537 · form4.xml · derivative · entry 1 Bolger Lesley · CIK 0001824565 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,181 Underlying: Common Stock · 25,000 shares Expires 2030-12-11 F1 · derivative.exercise_date: This Option becomes exercisable in three equal annual installments on each of January 1, 2022, January 1, 2023 and January 1, 2024, subject to the Reporting Person's continuous employment at the Issuer on each applicable vesting 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.