Form 4 for VERX Vertex, Inc.
Accepted 2023-07-05 00:00:00 ET · period of report 2023-06-30 · accession 0001104659-23-078336 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MI | 2023-07-05 | 2023-06-30 | VERX | Westphal Jeffery | 10% | S - Sale | $19.08 | -608.8K | 5.91M | -9% | -$11.62M |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Class A Common Stock | 2023-06-30 | S | D | 8,798 | $19.92 | 1,301,202 | I See Footnote | — | — | (F1) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.90 to $19.94. (F2) 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. |
| 2 | Common | Class A Common Stock | 2023-06-30 | S | D | 600,000 | $19.07 | 5,909,379 | I By The 2009 Jeffrey R. Westphal Generation Skipping Trust | — | — |