Filing Details
- Accession Number:
- 0001104659-24-031101
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2024-03-05 17:37:57
- Reporting Period:
- 2024-03-01
- Accepted Time:
- 2024-03-05 17:37:57
- 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 | Jeffrey 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 | 2024-03-01 | 124,770 | $33.74 | 4,637,311 | No | 4 | S | Indirect | By The 2009 Jeffrey R. Westphal Generation Skipping Trust |
| Class A Common Stock | Disposition | 2024-03-04 | 2,291,537 | $31.55 | 2,345,774 | 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 |
| 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 | 7,895 | Direct |
Footnotes
- The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.61 to $34.36.
Billionaire Hedge Funds
