Filing Details
- Accession Number:
- 0001104659-25-062185
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2025-06-24 18:11:01
- Reporting Period:
- 2025-06-20
- Filing Date:
- 2025-06-24
- Accepted Time:
- 2025-06-24 18:11:01
- 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: | 23,767 shares | Avg. Price: $35.19 | Total Value: $836,410.82 |
| Number of Shares After Transactions: | 173,074 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 | 2025-06-20 | 8,832 | $35.12 | 188,009 | No | 4 | S | Direct | |
| Class A Common Stock | Disposition | 2025-06-23 | 510 | $35.00 | 187,499 | No | 4 | S | Direct | |
| Class A Common Stock | Disposition | 2025-06-24 | 14,425 | $35.24 | 173,074 | 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
- The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.625.
- The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.445.
Billionaire Hedge Funds
