Filing Details

Accession Number:
0001104659-24-045328
Form Type:
4
Zero Holdings:
No
Publication Time:
2024-04-09 19:33:52
Reporting Period:
2024-04-05
Accepted Time:
2024-04-09 19:33:52
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 2024-04-05 791,133 $30.05 1,554,641 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 7,895 Direct