Form 4 for VERX Vertex, Inc.
Accepted 2024-03-05 00:00:00 ET · period of report 2024-03-01 · accession 0001104659-24-031131 · 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 ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10%, 13(D) GROUP MEMBER | S - Sale | $30.75 | -206.7K | 1.17M | -15% | -$6.36M |
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 | 2024-03-05 | S | D | 6,749 | $30.01 | 1,158,324.71 | D | — | — | (F3) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $30.075. |
| 2 | Common | Class A Common Stock | 2024-03-01 | S | D | 26,609 | $33.62 | 1,338,464.71 | D | — | — | (F1) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.500 to $33.780. |
| 3 | Common | Class A Common Stock | 2024-03-04 | S | D | 173,391 | $30.34 | 1,165,073.71 | D | — | — | (F2) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $31.955. |