2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan's Form 4 filing
Vertex, Inc. (VERX) · filed Mar 14, 2024
- Accession no.
- 0001104659-24-034651
- Filed
- Mar 14, 2024
- Trade date
- Mar 12-14, 2024
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not checked
This filing lists 3 non-derivative transactions. Open-market sales total $595.1K. 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 |
|---|---|
| 2020 Irrevocable Trust For Benefit Of Nicholas A. ShuhanCIK 0001818827 | 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 12, 2024 | Class A Common Stock | SSaleDisposed | −9,859 | $30.01F1 | −$295,868.59 | 187,787.29 | Direct | |
| Mar 13, 2024 | Class A Common Stock | SSaleDisposed | −1,412 | $30.00F2 | −$42,360 | 186,375.29 | Direct | |
| Mar 14, 2024 | Class A Common Stock | SSaleDisposed | −8,558 | $30.01F3 | −$256,825.58 | 177,817.29 | 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 $30.00 to $30.08.
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 $30.00 to $30.03.
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 $30.00 to $30.04.
Referenced by the price of 1 transaction in Table I.