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 Nov 12, 2024

Accession no.: 0001104659-24-116974
Filed: Nov 12, 2024
Trade date: Nov 7-8, 2024
Filing delay: 5 days
Rule 10b5-1 plan: Not checked

Original on SEC EDGAR (opens in a new tab)

This filing lists 2 non-derivative transactions. Open-market sales total $7.76M. It was filed 5 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
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.

Non-derivative transactions
Trade date	Security	Transaction	Shares	Price	Value	Shares after	Ownership	Flags
Nov 7, 2024	Class A Common Stock	SSaleDisposed	−91,220	$51.44^F1	−$4,692,356.8	673,853.71	Direct
Nov 8, 2024	Class A Common Stock	SSaleDisposed	−58,780	$52.26^F2	−$3,071,842.8	615,073.71	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.

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.02 to $51.71.

Referenced by the price of 1 transaction in Table I.

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.37 to $52.69.

Referenced by the price of 1 transaction in Table I.

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