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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 15-Aug-24 4:40 PM View:  | Vertex, Inc. (VERX) | 13-Aug-24 | Option Exercise | 140,000 | $2.50 | $350,000.00 | 169% 83.01K to 223.01K | |
| 15-Aug-24 4:40 PM View: | Vertex, Inc. (VERX) | 13-Aug-24 | Option Sale | 140,000 | $36.22 | $5,070,540.00 | (63%) 223.01K to 83.01K | |
| 14-Jun-24 4:15 PM View: | Vertex, Inc. (VERX) | 12-Jun-24 | Grant | 5,705 | -- | -- | 7% 77.31K to 83.01K | |
| 20-May-24 4:05 PM View: | American Public Education, ... (APEI) | 17-May-24 | Grant | 4,350 | -- | -- | 7% 60.13K to 64.48K | |
| 16-Feb-24 4:05 PM View: | Vertex, Inc. (VERX) | 15-Feb-24 | Sale | 10,000 | $25.88 | $258,823.00 | (11%) 87.31K to 77.31K | |
| 22-Nov-23 4:06 PM View: | Vertex, Inc. (VERX) | 20-Nov-23 | Sale | 10,000 | $26.24 | $262,391.00 | (10%) 97.31K to 87.31K | |
| 16-Aug-23 4:03 PM View: | Vertex, Inc. (VERX) | 14-Aug-23 | Sale | 15,121 | $19.50 | $294,908.00 | (13%) 112.43K to 97.31K | |
| 15-Jun-23 4:19 PM View: | Vertex, Inc. (VERX) | 13-Jun-23 | Grant | 8,815 | -- | -- | 9% 103.61K to 112.43K | |
| 22-May-23 4:06 PM View: | American Public Education, ... (APEI) | 19-May-23 | Grant | 12,738 | -- | -- | 27% 47.4K to 60.13K | |
| 21-Mar-23 8:02 PM View: | American Public Education, ... (APEI) | 20-Mar-23 | Private Purchase | 25,000 | $4.02 | $100,620.00 | 112% 22.4K to 47.4K | |
| 15-Jun-22 4:19 PM View: | Vertex, Inc. (VERX) | 14-Jun-22 | Grant | 15,121 | -- | -- | 17% 88.49K to 103.61K | |
| 24-May-22 7:32 PM View: | American Public Education, ... (APEI) | 20-May-22 | Grant | 5,956 | $13.43 | $79,989.10 | 36% 16.44K to 22.4K | |
| 09-Jun-21 7:16 PM View: | Vertex, Inc. (VERX) | 07-Jun-21 | Sale | 21,317 | $18.35 | $391,094.00 | (19%) 109.81K to 88.49K | |
| 25-May-21 5:30 PM View: | American Public Education, ... (APEI) | 21-May-21 | Grant | 2,845 | $28.11 | $79,973.00 | 21% 13.6K to 16.44K | (< 1%) |
| 13-May-21 5:45 PM View: | Vertex, Inc. (VERX) | 11-May-21 | Grant | 8,494 | -- | -- | 8% 101.32K to 109.81K | |
| 01-Sep-20 4:14 PM View: | American Public Education, ... (APEI) | 31-Aug-20 | Market Sale (Planned) | 1,667 | $30.93 | $51,567.50 | (11%) 15.26K to 13.6K | (3%) |
| 19-May-20 4:29 PM View: | American Public Education, ... (APEI) | 15-May-20 | Grant | 2,520 | $31.74 | $79,984.80 | 20% 12.74K to 15.26K | (< 1%) |
| 14-May-19 4:15 PM View: | American Public Education, ... (APEI) | 10-May-19 | Grant | 2,468 | $30.38 | $74,977.80 | 24% 10.28K to 12.74K | 5% |
| 05-Jun-18 5:18 PM View: | American Public Education, ... (APEI) | 01-Jun-18 | Grant | 1,720 | $43.60 | $74,992.00 | 20% 8.55K to 10.28K | (27%) |
| 20-Mar-18 4:26 PM View: | American Public Education, ... (APEI) | 16-Mar-18 | Market Sale | 3,500 | $41.80 | $146,300.00 | (29%) 12.05K to 8.55K | 24% |
| 03-Oct-17 5:49 PM View: | American Public Education, ... (APEI) | 02-Oct-17 | Grant | 151 | -- | -- | 1% 11.9K to 12.05K | |
| 06-Jul-17 4:15 PM View: | American Public Education, ... (APEI) | 03-Jul-17 | Grant | 151 | -- | -- | 1% 11.75K to 11.9K | |
| 17-May-17 4:20 PM View: | American Public Education, ... (APEI) | 15-May-17 | Grant | 3,105 | $24.15 | $74,985.80 | 36% 8.65K to 11.75K | 31% |
| 05-Apr-17 4:25 PM View: | American Public Education, ... (APEI) | 03-Apr-17 | Grant | 203 | -- | -- | 2% 8.45K to 8.65K | |
| 05-Jan-17 5:19 PM View: | American Public Education, ... (APEI) | 03-Jan-17 | Grant | 100 | -- | -- | 1% 8.35K to 8.45K | |
| 21-Jun-16 5:17 PM View: | American Public Education, ... (APEI) | 17-Jun-16 | Grant | 1,983 | $27.73 | $54,988.60 | 31% 6.36K to 8.35K | 15% |
| 16-Jun-15 4:51 PM View: | American Public Education, ... (APEI) | 12-Jun-15 | Grant | 2,122 | -- | -- | 50% 4.24K to 6.36K | |
| 17-Jun-14 6:14 PM View: | American Public Education, ... (APEI) | 13-Jun-14 | Grant | 1,566 | -- | -- | 59% 2.67K to 4.24K | |
| 19-Jun-13 6:01 PM View: | American Public Education, ... (APEI) | 17-Jun-13 | Grant | 1,083 | -- | -- | 68% 1.59K to 2.67K | |
| 05-Jun-13 5:22 PM View: | American Public Education, ... (APEI) | 03-Jun-13 | Market Sale | 1,300 | $38.68 | $50,284.00 | (45%) 2.89K to 1.59K | 18% |
| 10-Dec-12 9:13 PM View: | American Public Education, ... (APEI) | 06-Dec-12 | Market Sale | 2,200 | $35.48 | $78,056.00 | (43%) 5.09K to 2.89K | 10% |
| 22-Jun-12 9:06 PM View: | American Public Education, ... (APEI) | 15-Jun-12 | Grant | 1,291 | -- | -- | 100% 0 to 1.29K |