Form 4 for VERX Vertex, Inc.
Accepted 2023-11-16 00:00:00 ET · period of report 2023-11-14 · accession 0001104659-23-119192 · 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 | 2023-11-16 | 2023-11-14 | VERX | Westphal Jeffery | 10% | S - Sale | $26.06 | -1.90M | 4.76M | -29% | -$49.49M |
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 | 2023-11-14 | S | D | 1,076,727 | $26.06 | 0 | I See Footnote | — | — | (F1) 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 | 2023-11-14 | S | D | 822,298 | $26.06 | 4,762,081 | I By The 2009 Jeffrey R. Westphal Generation Skipping Trust | — | — |