Filing Details

Accession Number:
0001104659-25-005710
Form Type:
4
Zero Holdings:
No
Publication Time:
2025-01-23 18:39:49
Reporting Period:
2025-01-22
Accepted Time:
2025-01-23 18:39:49
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
1819244 Item Second Irr. Trust Fbo Kyle R. 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 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 2025-01-22 53,843 $56.48 1,229,257 No 4 S Direct
Class A Common Stock Disposition 2025-01-23 18,157 $56.52 1,211,100 No 4 S Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
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 $55.73 to $57.27. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
  2. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.66 to $57.04. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.