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Home > Insider Trading > Filing (0001104659-23-077252)

Filing Details

Accession Number:: 0001104659-23-077252
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2023-06-30 18:00:23
Reporting Period:: 2023-06-28

Accepted Time:: 2023-06-30 18:00:23
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

Show Other Fields >>

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Class A Common Stock	Disposition	2023-06-28	800,000	$18.26	6,509,379	No	4	S	Indirect	By The 2009 Jeffrey R. Westphal Generation Skipping Trust

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	S	Indirect	By The 2009 Jeffrey R. Westphal Generation Skipping Trust

Reported Non-Derivative Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Class A Common Stock	1,310,000	Indirect	See Footnote
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, of which the Reporting Person's spouse is trustee.