Filing Details

Accession Number:
0001104659-24-031131
Form Type:
4
Zero Holdings:
No
Publication Time:
2024-03-05 18:41:26
Reporting Period:
2024-03-01
Accepted Time:
2024-03-05 18:41:26
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 2024-03-01 26,609 $33.62 1,338,465 No 4 S Direct
Class A Common Stock Disposition 2024-03-04 173,391 $30.34 1,165,074 No 4 S Direct
Class A Common Stock Disposition 2024-03-05 6,749 $30.01 1,158,325 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 $33.500 to $33.780.
  2. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $31.955.
  3. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $30.075.