Filing Details

Accession Number:
0001104659-23-118826
Form Type:
4
Zero Holdings:
No
Publication Time:
2023-11-15 18:22:29
Reporting Period:
2023-11-13
Accepted Time:
2023-11-15 18:22:29
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
1818852 Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 C/O Vertex, Inc.
2301 Renaissance Blvd
King Of Prussia PA 19406
No No Yes Yes
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 2023-11-13 15,527 $27.23 1,892,021 No 4 S Direct
Class A Common Stock Disposition 2023-11-14 45,000 $27.66 1,847,021 No 4 S Direct
Class A Common Stock Acquisiton 2023-11-15 39,473 $26.38 1,807,548 No 4 S Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 S Direct
No 4 S Direct
No 4 S Direct
Footnotes
  1. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.093 to $27.370.
  2. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.000 to $28.040.
  3. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.170 to $26.610.