Vertex, Inc.
VERX
Cena:
$ 13.44
+0.27 (2.05%)
Valuace
15
Růst
38
Zdraví
60
Akcionáři
Akcionáři společnosti
Insider trading
Akcionáři společnosti
| Držitel | Počet akcií | Podíl společnosti | Změna % | Váha pozice v portfoliu | Prvně nakoupeno |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8.3 mil | 5.79% | 0.00% | 0.00% | 2020-09-30 |
| DLD ASSET MANAGEMENT, LP | 8.5 mil | 5.35% | 0.58% | 0.58% | 2025-06-30 |
| BLACKROCK FUNDING, INC. /DE | 6.3 mil | 4.05% | 0.00% | 0.01% | 2024-09-30 |
| BLACKROCK, INC. | 5.6 mil | 3.91% | 0.00% | 0.00% | 2024-09-30 |
| BLACKROCK INC. | 4.7 mil | 3.02% | 0.00% | 0.00% | 2020-09-30 |
| TENSILE CAPITAL MANAGEMENT LP | 3.4 mil | 2.37% | -2.94% | 8.85% | 2020-09-30 |
| UBS GROUP AG | 2.8 mil | 1.98% | 0.00% | 0.01% | 2024-06-30 |
| NOMURA HOLDINGS INC | 3.2 mil | 1.96% | 0.08% | 0.08% | 2025-09-30 |
| NEUBERGER BERMAN GROUP LLC | 2.8 mil | 1.74% | -0.01% | 0.04% | 2020-09-30 |
| WASATCH ADVISORS LP | 2.7 mil | 1.72% | -0.10% | 0.36% | 2025-06-30 |
| BROWN ADVISORY INC | 2.8 mil | 1.71% | -0.02% | 0.08% | 2025-09-30 |
| GENEVA CAPITAL MANAGEMENT LLC | 2.7 mil | 1.67% | -0.23% | 1.02% | 2024-06-30 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.7 mil | 1.66% | -0.01% | 0.02% | 2025-06-30 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.4 mil | 1.65% | 0.01% | 0.06% | 2024-06-30 |
| CONESTOGA CAPITAL ADVISORS, LLC | 2.5 mil | 1.55% | -0.17% | 0.84% | 2020-12-31 |
| CAPITAL WORLD INVESTORS | 2.2 mil | 1.38% | 0.00% | 0.01% | 2025-03-31 |
| STATE STREET CORP | 1.8 mil | 1.28% | 0.00% | 0.00% | 2020-12-31 |
| PARK WEST ASSET MANAGEMENT LLC | 1.8 mil | 1.27% | 0.43% | 3.04% | 2025-09-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.8 mil | 1.24% | 0.00% | 0.00% | 2020-09-30 |
| JPMORGAN CHASE & CO | 1.7 mil | 1.06% | 0.00% | 0.00% | 2020-09-30 |
| BRYN MAWR CAPITAL MANAGEMENT, LLC | 1.6 mil | 1.03% | 0.29% | 3.17% | 2023-06-30 |
| BARCLAYS PLC | 1.5 mil | 1.02% | 0.00% | 0.01% | 2022-03-31 |
| FMR LLC | 1.6 mil | 0.99% | 0.00% | 0.00% | 2022-12-31 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.5 mil | 0.95% | 0.00% | 0.01% | 2025-06-30 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.3 mil | 0.86% | 0.08% | 0.27% | 2024-03-31 |
| LEGACY ADVISORS, LLC | 1.3 mil | 0.83% | -1.23% | 2.88% | 2021-09-30 |
| PRINCIPAL FINANCIAL GROUP INC | 1.3 mil | 0.82% | 0.00% | 0.01% | 2023-03-31 |
| ABRDN PLC | 1.2 mil | 0.75% | -0.02% | 0.04% | 2024-03-31 |
| LOOMIS SAYLES & CO L P | 1.2 mil | 0.75% | -0.02% | 0.05% | 2023-12-31 |
| GOLDMAN SACHS GROUP INC | 1.1 mil | 0.75% | 0.00% | 0.00% | 2020-09-30 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.2 mil | 0.75% | 0.01% | 0.07% | 2020-12-31 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1.1 mil | 0.68% | 0.13% | 0.47% | 2024-06-30 |
| SHAWSPRING PARTNERS LLC | 1.1 mil | 0.68% | 0.81% | 3.99% | 2025-03-31 |
| CITADEL ADVISORS LLC | 975.40 tis | 0.68% | 0.00% | 0.00% | 2021-09-30 |
| BANK OF AMERICA CORP /DE/ | 971.67 tis | 0.67% | 0.00% | 0.00% | 2020-09-30 |
| LORD, ABBETT & CO. LLC | 1.0 mil | 0.65% | 0.06% | 0.17% | 2024-06-30 |
| MORGAN STANLEY | 924.89 tis | 0.64% | 0.00% | 0.00% | 2020-09-30 |
| CITIGROUP INC | 1.0 mil | 0.63% | 0.01% | 0.01% | 2020-12-31 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.0 mil | 0.62% | -0.02% | 0.05% | 2024-12-31 |
| JENNISON ASSOCIATES LLC | 991.82 tis | 0.61% | 0.00% | 0.01% | 2024-06-30 |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 901.87 tis | 0.61% | 0.54% | 0.54% | 2025-03-31 |
| NEW YORK STATE COMMON RETIREMENT FUND | 878.07 tis | 0.55% | 0.01% | 0.04% | 2021-12-31 |
| PUTNAM INVESTMENTS LLC | 834.03 tis | 0.55% | 0.01% | 0.03% | 2022-09-30 |
| FIERA CAPITAL CORP | 782.60 tis | 0.53% | 0.10% | 0.10% | 2025-03-31 |
| PALISADE CAPITAL MANAGEMENT, LP | 746.36 tis | 0.52% | 0.03% | 0.44% | 2021-12-31 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 757.87 tis | 0.51% | 0.00% | 0.00% | 2021-09-30 |
| BANQUE PICTET & CIE SA | 818.65 tis | 0.50% | -0.04% | 0.10% | 2024-03-31 |
| DIMENSIONAL FUND ADVISORS LP | 818.25 tis | 0.50% | 0.00% | 0.00% | 2021-12-31 |
| JANE STREET GROUP, LLC | 719.12 tis | 0.50% | 0.00% | 0.00% | 2023-09-30 |
| AMERIPRISE FINANCIAL INC | 799.77 tis | 0.49% | 0.00% | 0.00% | 2020-09-30 |
| INVESCO LTD. | 782.69 tis | 0.49% | 0.00% | 0.00% | 2022-12-31 |
| JANUS HENDERSON GROUP PLC | 776.39 tis | 0.48% | 0.00% | 0.01% | 2022-12-31 |
| APERTURE INVESTORS, LLC | 752.43 tis | 0.47% | -0.77% | 2.56% | 2023-12-31 |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 766.22 tis | 0.47% | -0.16% | 0.23% | 2020-09-30 |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 728.45 tis | 0.46% | -0.01% | 0.03% | 2025-06-30 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 739.67 tis | 0.46% | -0.23% | 0.15% | 2025-06-30 |
| FULCRUM ASSET MANAGEMENT LLP | 658.02 tis | 0.45% | 0.29% | 0.29% | 2025-03-31 |
| CIBC WORLD MARKETS CORP | 704.64 tis | 0.43% | 0.07% | 0.07% | 2025-12-31 |
| BROWN CAPITAL MANAGEMENT LLC | 610.33 tis | 0.42% | -0.33% | 1.00% | 2024-09-30 |
| HYPERION CAPITAL ADVISORS LP | 650.00 tis | 0.40% | -0.81% | 6.35% | 2025-09-30 |
| PEMBROKE MANAGEMENT, LTD | 648.10 tis | 0.40% | -0.68% | 1.34% | 2023-12-31 |
| SCHONFELD STRATEGIC ADVISORS LLC | 580.53 tis | 0.39% | 0.12% | 0.12% | 2023-03-31 |
| NORTHERN TRUST CORP | 634.35 tis | 0.39% | 0.00% | 0.00% | 2020-09-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 610.06 tis | 0.38% | 0.00% | 0.00% | 2020-12-31 |
| BESSEMER GROUP INC | 580.80 tis | 0.37% | -0.01% | 0.03% | 2023-12-31 |
| FEDERATED HERMES, INC. | 573.37 tis | 0.36% | -0.01% | 0.04% | 2024-06-30 |
| BNP PARIBAS ARBITRAGE, SNC | 507.61 tis | 0.35% | 0.00% | 0.00% | 2024-12-31 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 550.68 tis | 0.35% | -0.03% | 0.13% | 2023-06-30 |
| MACQUARIE GROUP LTD | 545.12 tis | 0.34% | 0.00% | 0.02% | 2023-12-31 |
| AXIOM INVESTORS LLC /DE | 503.58 tis | 0.32% | 0.04% | 0.20% | 2023-12-31 |
| VISTA EQUITY PARTNERS MANAGEMENT, LLC | 473.96 tis | 0.31% | 0.06% | 0.40% | 2023-12-31 |
| FRED ALGER MANAGEMENT, LLC | 439.42 tis | 0.30% | -0.03% | 0.03% | 2020-09-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 435.80 tis | 0.30% | 0.00% | 0.00% | 2022-12-31 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 466.67 tis | 0.29% | -0.03% | 0.04% | 2024-06-30 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 446.95 tis | 0.29% | 0.02% | 0.02% | 2024-03-31 |
| FRANKLIN RESOURCES INC | 464.16 tis | 0.29% | -0.01% | 0.00% | 2024-03-31 |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 447.77 tis | 0.28% | -0.01% | 0.02% | 2024-12-31 |
| PREMIER FUND MANAGERS LTD | 453.30 tis | 0.28% | -0.08% | 0.52% | 2024-06-30 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 409.57 tis | 0.27% | 0.01% | 0.02% | 2023-09-30 |
| CHICAGO CAPITAL, LLC | 378.10 tis | 0.26% | 0.37% | 0.37% | 2025-03-31 |
| TOROSO INVESTMENTS, LLC | 396.25 tis | 0.25% | -0.07% | 0.02% | 2024-12-31 |
| MIZUHO MARKETS AMERICAS LLC | 378.93 tis | 0.23% | -0.04% | 0.15% | 2024-06-30 |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 362.60 tis | 0.23% | -0.02% | 0.81% | 2023-09-30 |
| GAGNON SECURITIES LLC | 364.64 tis | 0.22% | -0.40% | 1.48% | 2023-12-31 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 345.26 tis | 0.22% | 0.11% | 0.36% | 2023-09-30 |
| BANCO SANTANDER, S.A. | 310.00 tis | 0.21% | 0.01% | 0.14% | 2024-06-30 |
| NEXT CENTURY GROWTH INVESTORS LLC | 327.00 tis | 0.21% | -0.27% | 1.31% | 2022-09-30 |
| TWO SIGMA ADVISERS, LP | 318.40 tis | 0.21% | 0.01% | 0.02% | 2023-03-31 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 309.08 tis | 0.20% | 0.01% | 0.02% | 2023-06-30 |
| FIRST TRUST ADVISORS LP | 295.72 tis | 0.19% | 0.00% | 0.01% | 2022-12-31 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 287.92 tis | 0.19% | 0.05% | 0.05% | 2023-03-31 |
| MILLENNIUM MANAGEMENT LLC | 292.49 tis | 0.19% | 0.00% | 0.01% | 2023-03-31 |
| RENAISSANCE TECHNOLOGIES LLC | 268.80 tis | 0.19% | 0.01% | 0.01% | 2021-09-30 |
| TWO SIGMA INVESTMENTS, LP | 261.71 tis | 0.17% | 0.00% | 0.02% | 2023-03-31 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | 253.00 tis | 0.17% | 0.02% | 0.06% | 2023-12-31 |
| KENNEDY CAPITAL MANAGEMENT LLC | 250.89 tis | 0.16% | 0.03% | 0.19% | 2023-09-30 |
| D. E. SHAW & CO., INC. | 246.97 tis | 0.16% | 0.01% | 0.01% | 2023-03-31 |
| ENVESTNET ASSET MANAGEMENT INC | 248.00 tis | 0.16% | 0.00% | 0.00% | 2020-09-30 |
| WHITTIER TRUST CO | 248.10 tis | 0.16% | 0.09% | 0.17% | 2024-06-30 |
| COMERICA BANK | 230.85 tis | 0.15% | 0.01% | 0.03% | 2023-09-30 |
| PIER CAPITAL, LLC | 227.20 tis | 0.15% | -0.53% | 1.22% | 2023-03-31 |
| G2 INVESTMENT PARTNERS MANAGEMENT LLC | 223.55 tis | 0.15% | -0.16% | 1.88% | 2023-03-31 |
| NORGES BANK | 220.89 tis | 0.15% | 0.00% | 0.00% | 2023-12-31 |
| BANK OF NEW YORK MELLON CORP | 220.91 tis | 0.14% | 0.00% | 0.00% | 2020-09-30 |
| ROYAL BANK OF CANADA | 183.28 tis | 0.12% | 0.00% | 0.00% | 2020-09-30 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 147.80 tis | 0.10% | 0.00% | 0.02% | 2023-06-30 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 142.68 tis | 0.09% | 0.07% | 0.36% | 2023-06-30 |
| PALOGIC VALUE MANAGEMENT, L.P. | 140.00 tis | 0.09% | -0.16% | 1.92% | 2022-12-31 |
Insider trading
| Jméno | Pozice | Typ transakce | Počet převedených akcií | Průměrná cena akcie | Datum | Počet držených akcií |
|---|---|---|---|---|---|---|
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner | P-Purchase | 10000 | 15.05 | 9.3 2026 | 1221100 |
| DeStefano David | director | M-Exempt | 109233 | 0.00 | 26.2 2026 | 0 |
| DeStefano David | director | F-InKind | 51983 | 13.26 | 26.2 2026 | 1255517 |
| DeStefano David | director | M-Exempt | 109233 | 0.00 | 26.2 2026 | 1307500 |
| SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | M-Exempt | 30305 | 0.00 | 25.2 2026 | 30305 |
| SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | F-InKind | 16411 | 12.03 | 25.2 2026 | 132271 |
| SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | M-Exempt | 30305 | 0.00 | 25.2 2026 | 148682 |
| Rowland Bryan T.R. | officer: GENERAL COUNSEL | M-Exempt | 6428 | 0.00 | 25.2 2026 | 6429 |
| Rowland Bryan T.R. | officer: GENERAL COUNSEL | F-InKind | 1768 | 12.03 | 25.2 2026 | 12872 |
| Rowland Bryan T.R. | officer: GENERAL COUNSEL | M-Exempt | 6428 | 0.00 | 25.2 2026 | 14640 |
| DeStefano David | director | M-Exempt | 101395 | 0.00 | 25.2 2026 | 101396 |
| DeStefano David | director | F-InKind | 47112 | 12.03 | 25.2 2026 | 1198267 |
| DeStefano David | director | M-Exempt | 101395 | 0.00 | 25.2 2026 | 1245379 |
| Young Christopher David | director, officer: President and CEO | P-Purchase | 60000 | 12.18 | 25.2 2026 | 60000 |
| Leib Ryan J | officer: Chief Accounting Officer | F-InKind | 1263 | 12.74 | 24.2 2026 | 5892 |
| Leib Ryan J | officer: Chief Accounting Officer | M-Exempt | 2313 | 0.00 | 24.2 2026 | 6941 |
| Leib Ryan J | officer: Chief Accounting Officer | M-Exempt | 4035 | 0.00 | 24.2 2026 | 7155 |
| Leib Ryan J | officer: Chief Accounting Officer | F-InKind | 782 | 12.74 | 24.2 2026 | 7423 |
| Leib Ryan J | officer: Chief Accounting Officer | M-Exempt | 4035 | 0.00 | 24.2 2026 | 8071 |
| Leib Ryan J | officer: Chief Accounting Officer | M-Exempt | 2313 | 0.00 | 24.2 2026 | 8205 |
| Rowland Bryan T.R. | officer: GENERAL COUNSEL | F-InKind | 1259 | 12.74 | 24.2 2026 | 6213 |
| Rowland Bryan T.R. | officer: GENERAL COUNSEL | M-Exempt | 4133 | 0.00 | 24.2 2026 | 7472 |
| Rowland Bryan T.R. | officer: GENERAL COUNSEL | F-InKind | 976 | 12.74 | 24.2 2026 | 8212 |
| Rowland Bryan T.R. | officer: GENERAL COUNSEL | M-Exempt | 4133 | 0.00 | 24.2 2026 | 8266 |
| Rowland Bryan T.R. | officer: GENERAL COUNSEL | M-Exempt | 2975 | 0.00 | 24.2 2026 | 8926 |
| Rowland Bryan T.R. | officer: GENERAL COUNSEL | M-Exempt | 2975 | 0.00 | 24.2 2026 | 9188 |
| SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | M-Exempt | 15878 | 0.00 | 24.2 2026 | 47635 |
| SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | M-Exempt | 23888 | 0.00 | 24.2 2026 | 47776 |
| SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | F-InKind | 12936 | 12.74 | 24.2 2026 | 111097 |
| SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | F-InKind | 8598 | 12.74 | 24.2 2026 | 118377 |
| SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | M-Exempt | 23888 | 0.00 | 24.2 2026 | 124033 |
| SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | M-Exempt | 15878 | 0.00 | 24.2 2026 | 126975 |
| DeStefano David | director | M-Exempt | 44014 | 0.00 | 24.2 2026 | 132043 |
| DeStefano David | director | M-Exempt | 69527 | 0.00 | 24.2 2026 | 139055 |
| DeStefano David | director | F-InKind | 23705 | 12.74 | 24.2 2026 | 1112493 |
| DeStefano David | director | M-Exempt | 69527 | 0.00 | 24.2 2026 | 1136198 |
| DeStefano David | director | F-InKind | 12523 | 12.74 | 24.2 2026 | 1143984 |
| DeStefano David | director | M-Exempt | 44014 | 0.00 | 24.2 2026 | 1156507 |
| SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | A-Award | 269399 | 0.00 | 23.2 2026 | 269399 |
| Rowland Bryan T.R. | officer: GENERAL COUNSEL | A-Award | 43443 | 0.00 | 23.2 2026 | 43443 |
| Leib Ryan J | officer: Chief Accounting Officer | A-Award | 33891 | 0.00 | 23.2 2026 | 33891 |
| ANDERSEN ERIC C. | director | P-Purchase | 40000 | 12.91 | 23.2 2026 | 150341 |
| Westphal Jeffrey | other: See Remarks | P-Purchase | 247740 | 13.08 | 18.2 2026 | 247740 |
| Westphal Jeffrey | other: See Remarks | P-Purchase | 150000 | 12.53 | 18.2 2026 | 397740 |
| SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | M-Exempt | 24010 | 0.00 | 12.2 2026 | 0 |
| SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | F-InKind | 13489 | 14.88 | 12.2 2026 | 100145 |
| SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | M-Exempt | 24010 | 0.00 | 12.2 2026 | 113634 |
| Rowland Bryan T.R. | officer: GENERAL COUNSEL | M-Exempt | 4088 | 0.00 | 12.2 2026 | 0 |
| Rowland Bryan T.R. | officer: GENERAL COUNSEL | F-InKind | 1341 | 14.88 | 12.2 2026 | 3339 |
| Rowland Bryan T.R. | officer: GENERAL COUNSEL | M-Exempt | 4088 | 0.00 | 12.2 2026 | 4680 |
| Leib Ryan J | officer: Chief Accounting Officer | F-InKind | 1359 | 18.55 | 3.2 2026 | 3120 |
| Leib Ryan J | officer: Chief Accounting Officer | M-Exempt | 4019 | 0.00 | 3.2 2026 | 4479 |
| Leib Ryan J | officer: Chief Accounting Officer | M-Exempt | 4019 | 0.00 | 3.2 2026 | 8039 |
| Young Christopher David | director, officer: President and CEO | A-Award | 1300728 | 0.00 | 3.12 2025 | 1300728 |
| Young Christopher David | 0 | 0.00 | 10.11 2025 | 0 | ||
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner, other: 13(D) GROUP MEMBER | S-Sale | 14425 | 35.24 | 24.6 2025 | 173074 |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner, other: 13(D) GROUP MEMBER | S-Sale | 510 | 35.00 | 24.6 2025 | 187499 |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner, other: 13(D) GROUP MEMBER | S-Sale | 8832 | 35.12 | 24.6 2025 | 188009 |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner, other: 13(D) GROUP MEMBER | S-Sale | 157874 | 35.93 | 18.6 2025 | 196841 |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner, other: 13(D) GROUP MEMBER | S-Sale | 145111 | 37.16 | 18.6 2025 | 354715 |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner, other: 13(D) GROUP MEMBER | S-Sale | 78248 | 36.87 | 18.6 2025 | 499826 |
| Mendola Mark J | director | A-Award | 5327 | 0.00 | 13.6 2025 | 5327 |
| ANDERSEN ERIC C. | director | A-Award | 5327 | 0.00 | 13.6 2025 | 110341 |
| Saunders Philip Seth | director | A-Award | 5327 | 0.00 | 13.6 2025 | 34968 |
| Thompson Stefanie Westphal | director, 10 percent owner: | A-Award | 5327 | 0.00 | 13.6 2025 | 51357 |
| Radcliffe Amanda Westphal | director, 10 percent owner: | A-Award | 5327 | 0.00 | 13.6 2025 | 143392 |
| Stamm John Richard | director | A-Award | 5327 | 0.00 | 13.6 2025 | 17047 |
| Gayton Bradley M | director | A-Award | 5327 | 0.00 | 13.6 2025 | 52862 |
| Westphal Jeffrey | other: See Remarks | S-Sale | 332244 | 38.45 | 11.6 2025 | 0 |
| Westphal Jeffrey | other: See Remarks | C-Conversi | 332244 | 0.00 | 11.6 2025 | 0 |
| Westphal Jeffrey | other: See Remarks | C-Conversi | 332244 | 0.00 | 11.6 2025 | 332244 |
| Westphal Jeffrey | other: See Remarks | C-Conversi | 1514000 | 0.00 | 11.6 2025 | 1125927 |
| Westphal Jeffrey | other: See Remarks | C-Conversi | 1153756 | 0.00 | 11.6 2025 | 1153756 |
| Westphal Jeffrey | other: See Remarks | C-Conversi | 1514000 | 0.00 | 11.6 2025 | 1514000 |
| Mendola Mark J | 0 | 0.00 | 11.6 2025 | 0 | ||
| ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10 percent owner, other: 13(d) Group Member | C-Conversi | 400000 | 0.00 | 22.5 2025 | 400000 |
| ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10 percent owner, other: 13(d) Group Member | C-Conversi | 400000 | 0.00 | 22.5 2025 | 1583968 |
| ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10 percent owner, other: 13(d) Group Member | C-Conversi | 300000 | 0.00 | 22.5 2025 | 300000 |
| ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10 percent owner, other: 13(d) Group Member | C-Conversi | 300000 | 0.00 | 22.5 2025 | 1641750 |
| ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10 percent owner, other: 13(d) Group Member | C-Conversi | 600000 | 0.00 | 22.5 2025 | 600000 |
| ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10 percent owner, other: 13(d) Group Member | C-Conversi | 600000 | 0.00 | 22.5 2025 | 1341750 |
| 2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON | 10 percent owner, other: 13(d) Group Member | C-Conversi | 22500 | 0.00 | 22.5 2025 | 22500 |
| 2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON | 10 percent owner, other: 13(d) Group Member | C-Conversi | 22500 | 0.00 | 22.5 2025 | 90081 |
| DeStefano David | director, officer: PRESIDENT & CEO | M-Exempt | 186591 | 3.73 | 14.5 2025 | 0 |
| DeStefano David | director, officer: PRESIDENT & CEO | M-Exempt | 428396 | 2.50 | 14.5 2025 | 0 |
| DeStefano David | director, officer: PRESIDENT & CEO | M-Exempt | 132799 | 32.16 | 14.5 2025 | 0 |
| DeStefano David | director, officer: PRESIDENT & CEO | S-Sale | 8301 | 38.65 | 14.5 2025 | 989411 |
| DeStefano David | director, officer: PRESIDENT & CEO | S-Sale | 64018 | 37.82 | 14.5 2025 | 997712 |
| DeStefano David | director, officer: PRESIDENT & CEO | S-Sale | 290797 | 37.18 | 14.5 2025 | 1061730 |
| DeStefano David | director, officer: PRESIDENT & CEO | S-Sale | 58844 | 38.06 | 14.5 2025 | 1066587 |
| DeStefano David | director, officer: PRESIDENT & CEO | S-Sale | 50571 | 37.27 | 14.5 2025 | 1125431 |
| DeStefano David | director, officer: PRESIDENT & CEO | M-Exempt | 186591 | 3.73 | 14.5 2025 | 1176002 |
| DeStefano David | director, officer: PRESIDENT & CEO | M-Exempt | 428396 | 2.50 | 14.5 2025 | 1219728 |
| DeStefano David | director, officer: PRESIDENT & CEO | M-Exempt | 132799 | 32.16 | 14.5 2025 | 1352527 |
| Leib Ryan J | officer: Chief Accounting Officer | S-Sale | 5755 | 38.00 | 14.5 2025 | 0 |
| Rowland Bryan T.R. | officer: GENERAL COUNSEL | M-Exempt | 31098 | 3.73 | 21.3 2025 | 0 |
| Rowland Bryan T.R. | officer: GENERAL COUNSEL | S-Sale | 24246 | 36.22 | 21.3 2025 | 132 |
| Rowland Bryan T.R. | officer: GENERAL COUNSEL | S-Sale | 18982 | 35.68 | 21.3 2025 | 24378 |
| Rowland Bryan T.R. | officer: GENERAL COUNSEL | M-Exempt | 31098 | 3.73 | 21.3 2025 | 42353 |
| Rowland Bryan T.R. | officer: GENERAL COUNSEL | M-Exempt | 1007 | 32.16 | 21.3 2025 | 43360 |
