| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Vertex, Inc. | Director | Class A Common Stock | 29.6K | $976K | $32.93 | Jun 12, 2024 | Direct |
| Cornerstone OnDemand Inc | Chief Executive Officer | Common Stock | 0 | $57.50 | Oct 15, 2021 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| VERX | Vertex, Inc. | Jun 12, 2024 | 1 | $0 | 4 | Jun 14, 2024 | Director |
| VERX | Vertex, Inc. | Jun 13, 2023 | 1 | $0 | 4 | Jun 15, 2023 | Director |
| VERX | Vertex, Inc. | Jun 14, 2022 | 1 | $0 | 4 | Jun 15, 2022 | Director |
| VERX | Vertex, Inc. | Jun 14, 2022 | 0 | $0 | 3 | Jun 15, 2022 | Director |
| CSOD | Cornerstone OnDemand Inc | Oct 15, 2021 | 1 | $0 | 4 | Oct 18, 2021 | Chief Executive Officer |
| CSOD | Cornerstone OnDemand Inc | May 17, 2021 | 1 | -$1.33M | 4 | May 19, 2021 | Chief Executive Officer |