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Vertex, Inc. — Director's Dealing 2023
Jul 14, 2023
31181_dirs_2023-07-14_769862ea-687a-47d8-b312-2226a9ceffc2.zip
Director's Dealing
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SEC Form 4 — Statement of Changes in Beneficial Ownership
Issuer: Vertex, Inc. (VERX)
CIK: 0001806837
Period of Report: 2023-07-12
Reporting Person: Westphal Jeffery (10% Owner)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2023-07-12 | Class A Common Stock | S | 80816 | $18.901 | Disposed | 5828563 | Indirect |
| 2023-07-13 | Class A Common Stock | S | 155146 | $18.906 | Disposed | 5673417 | Indirect |
| 2023-07-14 | Class A Common Stock | S | 89236 | $18.664 | Disposed | 5584181 | Indirect |
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Class A Common Stock | 1301202 | Indirect |
| Class A Common Stock | 7895 | Direct |
Footnotes
F1: 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.
F2: 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.
F3: 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.
F4: 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.