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 Nov 12, 2024
- Accession no.
- 0001104659-24-116976
- Filed
- Nov 12, 2024
- Trade date
- Nov 7-11, 2024
- Filing delay
- 5 days
- Rule 10b5-1 plan
- Not checked
This filing lists 3 non-derivative transactions. Open-market sales total $7.80M. 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.
| Owner | Relationship to the company |
|---|---|
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001CIK 0001819296 | 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 |
|---|---|---|---|---|---|---|---|---|
| Nov 7, 2024 | Class A Common Stock | SSaleDisposed | −26,645 | $51.40F1 | −$1,369,553 | 906,061 | Direct | |
| Nov 8, 2024 | Class A Common Stock | SSaleDisposed | −114,870 | $52.32F2 | −$6,009,998.4 | 791,191 | Direct | |
| Nov 11, 2024 | Class A Common Stock | SSaleDisposed | −8,485 | $49.50F3 | −$420,007.5 | 782,706 | 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 $51.135 to $51.665.
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 $51.37 to $52.90.
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 $49.20 to $49.87.
Referenced by the price of 1 transaction in Table I.