Filing Details

Accession Number:
0001104659-25-060726
Form Type:
4
Zero Holdings:
No
Publication Time:
2025-06-18 19:18:09
Reporting Period:
2025-06-16
Filing Date:
2025-06-18
Accepted Time:
2025-06-18 19:18:09
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
1818852 Item Second Irr. Trust Fbo Anne Marie 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
Transaction Summary
Sold: 381,233 shares Avg. Price: $36.59 Total Value: $13,949,825.78
Number of Shares After Transactions: 196,841 shares
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 2025-06-16 78,248 $36.87 499,826 No 4 S Direct
Class A Common Stock Disposition 2025-06-17 145,111 $37.16 354,715 No 4 S Direct
Class A Common Stock Disposition 2025-06-18 157,874 $35.93 196,841 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 $36.70 to $37.08.
  2. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.845 to $37.57.
  3. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.31 to $36.915.