Filing Details
- Accession Number:
- 0001104659-22-078384
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2022-07-08 16:30:30
- Reporting Period:
- 2022-07-07
- Accepted Time:
- 2022-07-08 16:30:30
- SEC Url:
- Form 4 Filing
Issuer
Cik | Name | Symbol | Sector (SIC) | IRS No |
---|---|---|---|---|
1806837 | Vertex Inc. | VERX | Services-Prepackaged Software (7372) | 232081753 |
Insiders
Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
---|---|---|---|---|---|---|---|
1818851 | Jeffery Westphal | C/O Vertex, Inc. 2301 Renaissance Blvd King Of Prussia PA 19406 | No | No | Yes | No |
Reported Non-Derivative Transactions
Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|---|---|---|---|---|---|
Class A Common Stock | Disposition | 2022-07-07 | 6,723 | $12.03 | 1,442,842 | No | 4 | S | Indirect | See Footnote |
Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|
No | 4 | S | Indirect | See Footnote |
Reported Non-Derivative Holdings
Sec. Name | Remaning Holdings | Nature of Ownership | Explanation |
---|---|---|---|
Class A Common Stock | 16,300,000 | Indirect | By The 2009 Jeffrey R. Westphal Generation Skipping Trust |
Class A Common Stock | 7,895 | Direct |
Footnotes
- Represents shares held by The 2009 Jeffrey R. Westphal Generation-Skipping Sub-Trust for Jenifer R. Westphal (the "Sub-Trust"), of which the Reporting Person's spouse is trustee.