Form 4 for VERX Vertex, Inc.
Accepted 2023-12-01 00:00:00 ET · period of report 2023-11-29 · accession 0001104659-23-122930 · 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 | 2023-12-01 | 2023-11-29+ | VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10%, 13(D) GROUP MEMBER | S - Sale | $28.20 | -228.6K | 1.94M | -11% | -$6.45M |
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 | 2023-12-01 | S | D | 79,200 | $27.77 | 1,860,445 | D | — | — | (F3) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.550 to $28.080 |
| 2 | Common | Class A Common Stock | 2023-11-29 | S | D | 67,000 | $28.89 | 2,022,000 | D | — | — | (F1) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.800 to $29.080. |
| 3 | Common | Class A Common Stock | 2023-11-30 | S | D | 82,355 | $28.05 | 1,939,645 | D | — | — | (F2) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.760 to $29.075. |