Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

Home > Insider Trading > Filing (0001104659-23-119192)

Filing Details

Accession Number:: 0001104659-23-119192
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2023-11-16 18:00:49
Reporting Period:: 2023-11-14

Accepted Time:: 2023-11-16 18:00:49
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

Show Other Fields >>

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Class A Common Stock	Disposition	2023-11-14	822,298	$26.06	4,762,081	No	4	S	Indirect	By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Class A Common Stock	Disposition	2023-11-14	1,076,727	$26.06	0	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

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.