| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Vertex, Inc. | 13(d) Group Member, 10%+ Owner | Class A Common Stock | 22,500 | $904,275 | $40.19 | 20 May 2025 | Direct |
| Vertex, Inc. | 13(d) Group Member, 10%+ Owner | Class B Common Stock | 90,081 | 20 May 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| VERX | Vertex, Inc. | 20 May 2025 | 2 | $0 | 4 | 13(d) Group Member, 10%+ Owner | 22 May 2025, 16:15 |