ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001's Form 4 filing
Vertex, Inc.VERX · filed Mar 25, 2024
- Accession no.
- 0001104659-24-038549
- Filed
- Mar 25, 2024
- Trade date
- Mar 21-25, 2024
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Not checked
This filing lists 2 non-derivative transactions. Open-market sales total $1.43M. 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 ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001CIK 0001818852 | 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 21, 2024 | Class A Common Stock | SSaleDisposed | −100 | $30.00 | −$3,000 | 1,039,772.71 | Direct | |
| Mar 25, 2024 | Class A Common Stock | SSaleDisposed | −47,571 | $30.09F1 | −$1,431,411.39 | 992,201.71 | 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 $30.26.
Referenced by the price of 1 transaction in Table I.