ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001's Form 4 filing
Vertex, Inc. (VERX) · filed Apr 4, 2023
- Accession no.
- 0001104659-23-041699
- Filed
- Apr 4, 2023
- Trade date
- Mar 31-Apr 4, 2023
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Not checked
This filing lists 3 non-derivative transactions. Open-market sales total $2.02M. It was filed 4 days after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001CIK 0001819296 | 10% Owner, Other: 13(D) GROUP MEMBER |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Mar 31, 2023 | Class A Common Stock | SSaleDisposed | −32,367 | $20.78F1 | −$672,586.26 | 182,382 | Direct | |
| Apr 3, 2023 | Class A Common Stock | SSaleDisposed | −27,123 | $21.05F2 | −$570,939.15 | 155,259 | Direct | |
| Apr 4, 2023 | Class A Common Stock | SSaleDisposed | −36,479 | $21.41F3 | −$781,015.39 | 118,780 | Direct |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
- F1
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.55 to $21.15.
Referenced by the price of 1 transaction in Table I.
- F2
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.40 to $21.36.
Referenced by the price of 1 transaction in Table I.
- F3
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.88 to $21.65.
Referenced by the price of 1 transaction in Table I.