Filing Details

Accession Number:
0001104659-23-081322
Form Type:
4
Zero Holdings:
No
Publication Time:
2023-07-14 19:05:33
Reporting Period:
2023-07-12
Accepted Time:
2023-07-14 19:05:33
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 2023-07-12 80,816 $18.90 5,828,563 No 4 S Indirect By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Class A Common Stock Disposition 2023-07-13 155,146 $18.91 5,673,417 No 4 S Indirect By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Class A Common Stock Disposition 2023-07-14 89,236 $18.66 5,584,181 No 4 S Indirect By The 2009 Jeffrey R. Westphal Generation Skipping Trust
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 By The 2009 Jeffrey R. Westphal Generation Skipping Trust
No 4 S Indirect By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Reported Non-Derivative Holdings
Sec. Name Remaning Holdings Nature of Ownership Explanation
Class A Common Stock 1,301,202 Indirect See Footnote
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 $18.80 to $19.05.
  2. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.625 to $19.12.
  3. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.60 to $19.00.
  4. 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.