Security key
92534K107
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 97,500
- Share change
- -175,445
- Total reported value
- $136,500
- Reported price per share
- $1.40
- Number of holders
- 1
- Value change
- +$127,070
- Number of buys
- 1
- Number of sells
- 9
Security identity
Holder snapshot
Report period
Q1 2025
Institutions
1
Top holders
1
VTNR full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2025
Previous quarter: Q4 2024
Vertex Energy Inc. SEC filings
Vertex Energy Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 92534K107
Recent filing periods:
Ownership snapshot
Top reported holders of VTNR - Vertex Energy, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
Benjamin P. Cowart
13D/G signal
—
Evidence rows
15
Latest as of
31 Dec 2024
3/4/5
13F
Highest disclosed value: $24,389,443
Showing 1-6 of 15 holder rows.
Rank 1 holder
Benjamin P. Cowart
3/4/5
- Ownership
- —
- Position
- $24.39M
Rank 2 holder
Chris Carlson
3/4/5
- Ownership
- —
- Position
- $4.03M
Rank 3 holder
John Noel Strickland
3/4/5
- Ownership
- —
- Position
- $1.72M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Benjamin P. Cowart |
3/4/5
CEO and President, Director
|
—
mixed-class rows
|
$24,389,443
6,260,891 shares
mixed-class rows
|
— | 28 Dec 2023 |
| Chris Carlson |
3/4/5
CFO
|
—
class O/S missing
|
$4,028,374
1,026,076 shares
|
— | 06 Jul 2023 |
| John Noel Strickland |
3/4/5
Former COO
|
—
class O/S missing
|
$1,719,097
437,875 shares
|
— | 10 Jun 2022 |
| Dan Borgen |
3/4/5
Director
|
—
class O/S missing
|
$935,099
238,181 shares
|
— | 19 Jun 2023 |
| James P. Gregory |
3/4/5
Director
|
—
mixed-class rows
|
$471,120
165,000 shares
mixed-class rows
|
— | 22 Aug 2022 |
| Christopher Allen Stratton |
3/4/5
Director
|
—
class O/S missing
|
$347,078
88,405 shares
|
— | 10 Nov 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
1
Shares
97,500
Rows available
1
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
9
Q1 2025 holders
1
Holder diff
-8
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 value | Q1 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend