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Vertex, Inc. — Director's Dealing 2023
Mar 2, 2023
31181_dirs_2023-03-02_9feb0f59-37be-4ffb-a88b-bc2faa099e29.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: 2023-02-28
Reporting Person: Westphal Jeffery (10% Owner)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2023-02-28 | Class A Common Stock | S | 44391 | $15.8165 | Disposed | 9005609 | Indirect |
| 2023-03-01 | Class A Common Stock | S | 38916 | $15.7258 | Disposed | 8966693 | Indirect |
| 2023-03-02 | Class A Common Stock | S | 50000 | $15.6641 | Disposed | 8916693 | 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 $15.43 to $16.03.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.50 to $16.035.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.50 to $15.83.
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.