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ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001's Form 4 filing

Vertex, Inc. (VERX) · filed Jan 23, 2025

Accession no.
0001104659-25-005710
Filed
Jan 23, 2025
Trade date
Jan 22-23, 2025
Filing delay
1 day
Rule 10b5-1 plan
Not checked

This filing lists 2 non-derivative transactions. Open-market sales total $4.07M. It was filed 1 day 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 KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001CIK 000181924410% Owner

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
Jan 22, 2025Class A Common StockSSaleDisposed−53,843$56.48F1−$3,041,052.641,229,257Direct
Jan 23, 2025Class A Common StockSSaleDisposed−18,157$56.52F2−$1,026,233.641,211,100Direct

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 $55.73 to $57.27. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

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 $56.66 to $57.04. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Referenced by the price of 1 transaction in Table I.

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