Form 4 for VERX Vertex, Inc.
Accepted 2023-11-08 00:00:00 ET · period of report 2023-11-06 · accession 0001104659-23-115852 · 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 | 2023-11-08 | 2023-11-06+ | 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 | $22.74 | -388.9K | 1.89M | -17% | -$8.84M |
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 | 2023-11-06 | S | D | 126,155 | $22.29 | 2,151,724 | D | — | — | (F1) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.00 to $23.46. |
| 2 | Common | Class A Common Stock | 2023-11-07 | S | D | 157,387 | $23.12 | 1,994,337 | D | — | — | (F2) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.20 to $23.44. |
| 3 | Common | Class A Common Stock | 2023-11-08 | S | D | 105,337 | $22.72 | 1,889,000 | D | — | — | (F3) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.32 to $23.37. |