Form 4 for VERX Vertex, Inc.
Accepted 2025-06-24 00:00:00 ET · period of report 2025-06-20 · accession 0001104659-25-062185 · 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 | 2025-06-24 | 2025-06-20+ | 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 | $35.19 | -23.8K | 187.5K | -11% | -$836.4K |
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 | 2025-06-20 | S | D | 8,832 | $35.12 | 188,008.71 | D | — | — | (F1) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.625. |
| 2 | Common | Class A Common Stock | 2025-06-24 | S | D | 14,425 | $35.24 | 173,073.71 | D | — | — | (F2) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.445. |
| 3 | Common | Class A Common Stock | 2025-06-23 | S | D | 510 | $35.00 | 187,498.71 | D | — | — |