Westphal Jeffery's Form 4 filing
Vertex, Inc. (VERX) · filed Mar 5, 2024
- Accession no.
- 0001104659-24-031101
- Filed
- Mar 5, 2024
- Trade date
- Mar 1-4, 2024
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Not checked
This filing lists 2 non-derivative transactions. Open-market sales total $76.5M. 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 |
|---|---|
| Westphal JefferyCIK 0001818851 | 10% Owner |
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 1, 2024 | Class A Common Stock | SSaleDisposed | −124,770 | $33.74F1 | −$4,209,739.8 | 4,637,311 | Indirect | |
| Mar 4, 2024 | Class A Common Stock | SSaleDisposed | −2,291,537 | $31.55 | −$72,297,992.35 | 2,345,774 | Indirect |
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 $32.61 to $34.36.
Referenced by the price of 1 transaction in Table I.