Filing Details
- Accession Number:
- 0001415889-24-027801
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2024-11-27 08:57:56
- Reporting Period:
- 2024-11-22
- Accepted Time:
- 2024-11-27 08:57:56
- 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 |
|---|---|---|---|---|---|---|---|
| 1818885 | Richard John Stamm | C/O Vertex, Inc. 2301 Renaissance Blvd King Of Prussia PA 19406 | No | No | No | 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 | 2024-11-22 | 1,100 | $0.00 | 15,535 | No | 4 | G | Direct | |
| Class A Common Stock | Acquisiton | 2024-11-22 | 2,500 | $3.73 | 18,035 | No | 4 | M | Direct | |
| Class A Common Stock | Disposition | 2024-11-22 | 2,500 | $53.81 | 15,535 | No | 4 | S | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | G | Direct | |
| No | 4 | M | Direct | |
| No | 4 | S | Direct |
Reported Derivative Transactions
| Sec. Name | Sec. Type | Acquisiton - Disposition | Date | Amount | Price | Amount - 2 | Price - 2 |
|---|---|---|---|---|---|---|---|
| Class A Common Stock | Stock Option | Disposition | 2024-11-22 | 2,500 | $0.00 | 2,500 | $3.73 |
| Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
|---|---|---|---|---|---|---|
| 18,623 | 2029-12-20 | No | 4 | M | Direct |
Footnotes
- This option is fully vested and exercisable.
Billionaire Hedge Funds
