Filing Details

Accession Number:
0001104659-23-115852
Form Type:
4
Zero Holdings:
No
Publication Time:
2023-11-08 18:08:36
Reporting Period:
2023-11-06
Accepted Time:
2023-11-08 18:08:36
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
1819244 Item Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 C/O Vertex, Inc.
2301 Renaissance Blvd
King Of Prussia PA 19406
No No Yes Yes
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 2023-11-06 126,155 $22.29 2,151,724 No 4 S Direct
Class A Common Stock Disposition 2023-11-07 157,387 $23.12 1,994,337 No 4 S Direct
Class A Common Stock Disposition 2023-11-08 105,337 $22.72 1,889,000 No 4 S Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 S Direct
No 4 S Direct
No 4 S 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 $22.00 to $23.46.
  2. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.20 to $23.44.
  3. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.32 to $23.37.