Form 4 for VERX Vertex, Inc.
Accepted 2024-03-05 00:00:00 ET · period of report 2024-03-01 · accession 0001104659-24-031129 · 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 | 2024-03-05 | 2024-03-01+ | 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 | $30.50 | -278.1K | 1.32M | -17% | -$8.48M |
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 | 2024-03-01 | S | D | 14,078 | $33.58 | 1,583,628 | D | — | — | (F1) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.460 to $33.720. |
| 2 | Common | Class A Common Stock | 2024-03-04 | S | D | 255,920 | $30.35 | 1,327,708 | D | — | — | (F2) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $31.960. |
| 3 | Common | Class A Common Stock | 2024-03-05 | S | D | 8,115 | $30.00 | 1,319,593 | D | — | — | (F3) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $30.015. |