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 2024

Nov 12, 2024

31181_dirs_2024-11-12_354f875e-0eec-4a2c-b801-060e6b6b6520.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: 2024-11-07

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
2024-11-07 Class A Common Stock S 26645 $51.3954 Disposed 906061 Direct
2024-11-08 Class A Common Stock S 114870 $52.3244 Disposed 791191 Direct
2024-11-11 Class A Common Stock S 8485 $49.5045 Disposed 782706 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 $51.135 to $51.665.

F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.37 to $52.90.

F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.20 to $49.87.