Filing Details

Accession Number:
0001104659-22-079260
Form Type:
4
Zero Holdings:
No
Publication Time:
2022-07-12 17:56:49
Reporting Period:
2022-07-08
Accepted Time:
2022-07-12 17:56:49
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 2022-07-08 25,343 $12.02 1,417,499 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
  1. 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.