Form 4 for VERX Vertex, Inc.
Accepted 2023-12-04 00:00:00 ET · period of report 2023-11-30 · accession 0001104659-23-123375 · 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 | 2023-12-04 | 2023-11-30+ | VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10%, 13(D) GROUP MEMBER | S - Sale | $27.87 | -177.4K | 1.72M | -9% | -$4.94M |
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 | 75,100 | $27.76 | 1,649,047.71 | D | — | — | (F2) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.540 to $28.060. |
| 2 | Common | Class A Common Stock | 2023-12-04 | S | D | 18,900 | $27.82 | 1,630,147.71 | D | — | — | (F3) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.600 to $28.325. |
| 3 | Common | Class A Common Stock | 2023-11-30 | S | D | 83,400 | $27.98 | 1,724,147.71 | D | — | — | (F1) 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 $28.390. |