AI assistant
Vertex, Inc. — Director's Dealing 2023
Mar 16, 2023
31181_dirs_2023-03-16_5af6c895-c6b6-4e0c-866c-60475bb09703.zip
Director's Dealing
Open in viewerOpens in your device viewer
SEC Form 4 — Statement of Changes in Beneficial Ownership
Issuer: Vertex, Inc. (VERX)
CIK: 0001806837
Period of Report: 2023-03-14
Reporting Person: Westphal Jeffery (10% Owner)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2023-03-14 | Class A Common Stock | S | 23884 | $18.668 | Disposed | 8794868 | Indirect |
| 2023-03-15 | Class A Common Stock | S | 110325 | $18.506 | Disposed | 8684543 | Indirect |
| 2023-03-16 | Class A Common Stock | S | 160000 | $18.735 | Disposed | 8524543 | Indirect |
| 2023-03-16 | Class A Common Stock | S | 1215164 | $17.62 | Disposed | 7309379 | Indirect |
Holdings (Non-Derivative)
| Security | Shares | Ownership |
|---|---|---|
| Class A Common Stock | 1310000 | 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 $18.50 to $19.01.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.50 to $18.575.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.50 to $19.01.
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.