Filing Details

Accession Number:
0001104659-23-078336
Form Type:
4
Zero Holdings:
No
Publication Time:
2023-07-05 19:54:18
Reporting Period:
2023-06-30
Accepted Time:
2023-07-05 19:54:18
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
1806837 Vertex Inc. VERX Services-Prepackaged Software (7372) 232081753
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
1818851 Jeffery Westphal C/O Vertex, Inc.
2301 Renaissance Blvd
King Of Prussia PA 19406
No No Yes No
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Class A Common Stock Disposition 2023-06-30 600,000 $19.07 5,909,379 No 4 S Indirect By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Class A Common Stock Disposition 2023-06-30 8,798 $19.92 1,301,202 No 4 S Indirect See Footnote
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 S Indirect By The 2009 Jeffrey R. Westphal Generation Skipping Trust
No 4 S Indirect See Footnote
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Class A Common Stock 7,895 Direct
Footnotes
  1. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.90 to $19.94.
  2. Represents shares held by The 2009 Jeffrey R. Westphal Generation-Skipping Sub-Trust for Jenifer R. Westphal, of which the Reporting Person's spouse is trustee.