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 Dec 6, 2023
- Accession no.
- 0001104659-23-124066
- Filed
- Dec 6, 2023
- Trade date
- Dec 4-6, 2023
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not checked
This filing lists 3 non-derivative transactions. Open-market sales total $1.84M. It was filed 2 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 |
|---|---|---|---|---|---|---|---|---|
| Dec 4, 2023 | Class A Common Stock | SSaleDisposed | −15,200 | $27.82F1 | −$422,864 | 1,845,245 | Direct | |
| Dec 5, 2023 | Class A Common Stock | SSaleDisposed | −26,415 | $29.61F2 | −$782,148.15 | 1,818,830 | Direct | |
| Dec 6, 2023 | Class A Common Stock | SSaleDisposed | −21,696 | $29.41F3 | −$638,079.36 | 1,797,134 | 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 $27.600 to $28.250.
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 $29.500 to $29.780.
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 $29.030 to $29.680.
Referenced by the price of 1 transaction in Table I.