2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
SEC CIK 1818827 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| VERX | Vertex, Inc. | 10%, 13(D) GROUP MEMBER | 30.7K | — | $8.57M | 7 | 2023-10-04 | 2024-03-26 |
Most active insiders at VERX, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Westphal Jeffrey | See Remarks | $5.12M | — |
| 2 | Young Christopher David | Pres, CEO, Dir | $730.8K | — |
| 3 | ANDERSEN ERIC C. | Dir | $516.4K | — |
| 4 | DeStefano David | Dir | — | $82.4K |
| 5 | Mendola Mark J | Dir | — | — |
| 6 | Stamm John Richard | Dir | — | — |
| 7 | Radcliffe Amanda Westphal | Dir, 10% | — | — |
| 8 | Thompson Stefanie Westphal | Dir, 10% | — | — |
| 9 | Gayton Bradley M | Dir | — | — |
| 10 | Leib Ryan J | CAO | — | — |
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN made no open-market trades at VERX in the last 12 months.
Transactions 7
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2024-03-28 | 2024-03-26+ | VERX | Vertex, Inc. | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10%, 13(D) GROUP MEMBER | S - Sale | $30.23 | -81.4K | 30.7K | -73% | -$2.46M |
| M | 2024-03-25 | 2024-03-21+ | VERX | Vertex, Inc. | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10%, 13(D) GROUP MEMBER | S - Sale | $30.09 | -47.6K | 128.9K | -27% | -$1.43M |
| M | 2024-03-20 | 2024-03-18+ | VERX | Vertex, Inc. | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10%, 13(D) GROUP MEMBER | S - Sale | $30.05 | -48.8K | 129.0K | -27% | -$1.47M |
| M | 2024-03-14 | 2024-03-12+ | VERX | Vertex, Inc. | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10%, 13(D) GROUP MEMBER | S - Sale | $30.01 | -19.8K | 186.4K | -10% | -$595.1K |
| M | 2024-03-08 | 2024-03-06+ | VERX | Vertex, Inc. | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10%, 13(D) GROUP MEMBER | S - Sale | $30.08 | -50.1K | 197.6K | -20% | -$1.51M |
| M | 2024-03-05 | 2024-03-01+ | VERX | Vertex, Inc. | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10%, 13(D) GROUP MEMBER | S - Sale | $32.88 | -33.7K | 254.7K | -12% | -$1.11M |
| D | 2023-10-25 | 2023-10-04 | VERX | Vertex, Inc. | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10%, 13(D) GROUP MEMBER | C - Cnv Deriv | $0.00 | +281.5K | 281.5K | New | $0 |
Purchase Sale Sale after option exercise All abbreviations