Form 4 for VERX Vertex, Inc.
Accepted 2025-06-18 00:00:00 ET · period of report 2025-06-16 · accession 0001104659-25-060726 · 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 | 2025-06-18 | 2025-06-16+ | 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 | $36.59 | -381.2K | 499.8K | -43% | -$13.95M |
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 | 2025-06-17 | S | D | 145,111 | $37.16 | 354,714.71 | D | — | — | (F2) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.845 to $37.57. |
| 2 | Common | Class A Common Stock | 2025-06-18 | S | D | 157,874 | $35.93 | 196,840.71 | D | — | — | (F3) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.31 to $36.915. |
| 3 | Common | Class A Common Stock | 2025-06-16 | S | D | 78,248 | $36.87 | 499,825.71 | D | — | — | (F1) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.70 to $37.08. |