Form 4 for VERX Vertex, Inc.
Accepted 2023-12-11 00:00:00 ET · period of report 2023-12-07 · accession 0001104659-23-125061 · 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 | 2023-12-11 | 2023-12-07+ | 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 | $28.69 | -138.8K | 1.71M | -8% | -$3.98M |
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 | 2023-12-11 | S | D | 49,049 | $28.72 | 1,658,305 | D | — | — | (F3) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.600 to $28.940. |
| 2 | Common | Class A Common Stock | 2023-12-07 | S | D | 39,553 | $28.69 | 1,757,581 | D | — | — | (F1) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.135 to $28.950. |
| 3 | Common | Class A Common Stock | 2023-12-08 | S | D | 50,227 | $28.65 | 1,707,354 | D | — | — | (F2) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.220 to $28.868. |