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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 Mar 25, 2024

Accession no.
0001104659-24-038551
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 $88.9K. 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.

Reporting owners on this filing
OwnerRelationship to the company
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001CIK 000181929610% 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.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Mar 21, 2024Class A Common StockSSaleDisposed−100$30.00F1−$3,0001,200,565Direct
Mar 25, 2024Class A Common StockSSaleDisposed−2,859$30.03F2−$85,855.771,197,706Direct

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

These shares were sold in multiple transactions, each at a price of $30.00.

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 $30.06.

Referenced by the price of 1 transaction in Table I.

Read the full filing on SEC EDGAR (opens in a new tab)