Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

Vertex, Inc. Director's Dealing 2023

Mar 30, 2023

31181_dirs_2023-03-30_d762d952-149c-4aaa-bce7-66b1b7dbf021.zip

Director's Dealing

Open in viewer

Opens in your device viewer

SEC Form 4 — Statement of Changes in Beneficial Ownership

Issuer: Vertex, Inc. (VERX)
CIK: 0001806837
Period of Report: 2023-03-28

Reporting Person: ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 (10% Owner, 13(D) GROUP MEMBER)

Non-Derivative Transactions

Date Security Code Shares Price A/D Holdings After Ownership
2023-03-28 Class A Common Stock S 5731 $19.181 Disposed 294269 Direct
2023-03-29 Class A Common Stock S 43754 $19.685 Disposed 250515 Direct
2023-03-30 Class A Common Stock S 35766 $20.52 Disposed 214749 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 $19.08 to $19.30.

F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.273 to $19.90.

F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.80 to $20.6047.