Form 4 for VERX Vertex, Inc.
Accepted 2023-12-07 00:00:00 ET · period of report 2023-12-05 · accession 0001104659-23-124367 · 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 | 2023-12-07 | 2023-12-05+ | 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 | $29.16 | -105.5K | 1.52M | -6% | -$3.08M |
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 | 2023-12-05 | S | D | 36,200 | $29.63 | 1,593,947.71 | D | — | — | (F1) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.500 to $29.780. |
| 2 | Common | Class A Common Stock | 2023-12-06 | S | D | 22,064 | $29.41 | 1,571,883.71 | D | — | — | (F2) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.030 to $29.680. |
| 3 | Common | Class A Common Stock | 2023-12-07 | S | D | 47,226 | $28.69 | 1,524,657.71 | D | — | — | (F3) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.210 to $28.930. |