Filing Details
- Accession Number:
- 0001104659-23-118828
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2023-11-15 18:23:37
- Reporting Period:
- 2023-11-13
- Accepted Time:
- 2023-11-15 18:23:37
- 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 |
|---|---|---|---|---|---|---|---|
| 1819296 | Item Second Irr. Trust Fbo Jacob J. 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 | 4,682 | $27.35 | 2,184,318 | No | 4 | S | Direct | |
| Class A Common Stock | Disposition | 2023-11-14 | 45,000 | $27.67 | 2,139,318 | No | 4 | S | Direct | |
| Class A Common Stock | Disposition | 2023-11-15 | 50,318 | $26.35 | 2,089,000 | 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
- The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.305 to $27.390.
- The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.010 to $28.030.
- The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.030 to $26.630.
Billionaire Hedge Funds
