Form 4 for VERX Vertex, Inc.
Accepted 2023-11-03 00:00:00 ET · period of report 2023-11-01 · accession 0001104659-23-114403 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2023-11-03 | 2023-11-01+ | VERX | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10%, 13(D) GROUP MEMBER | S - Sale | $23.40 | -311.1K | 2.45M | -11% | -$7.28M |
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 | 2023-11-03 | S | D | 168,208 | $23.36 | 2,277,879 | D | — | — | (F3) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.00 to $23.65. |
| 2 | Common | Class A Common Stock | 2023-11-01 | S | D | 63,195 | $23.60 | 2,525,805 | D | — | — | (F1) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.50 to $24.06. |
| 3 | Common | Class A Common Stock | 2023-11-02 | S | D | 79,718 | $23.33 | 2,446,087 | D | — | — | (F2) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.00 to $24.00. |