Form 4 for VERX Vertex, Inc.
Accepted 2026-03-09 00:00:00 ET · period of report 2026-03-09 · accession 0001104659-26-025389 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-09 | 2026-03-09 | VERX | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% | P - Purchase | $15.05 | -10.0K | 1.22M | -0.8% | -$150.5K |
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 | 2026-03-09 | P | D | 10,000 | $15.05 | 1,221,100 | D | — | — | (F1) The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $15.02 to $15.06. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |