Westphal Jeffery's Form 4 filing
Vertex, Inc. (VERX) · filed Jun 11, 2025
- Accession no.
- 0001104659-25-058504
- Filed
- Jun 11, 2025
- Trade date
- Jun 9, 2025
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not checked
This filing lists 6 non-derivative transactions and 3 derivative transactions. Open-market sales total $115.3M. It was filed 2 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 |
|---|---|
| Westphal JefferyCIK 0001818851 | Other: See Remarks |
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 |
|---|---|---|---|---|---|---|---|---|
| Jun 9, 2025 | Class A Common Stock | CConversionAcquired | +1,514,000 | $0.00 | $0 | 1,514,000 | Indirect | |
| Jun 9, 2025 | Class A Common Stock | SSaleDisposed | −1,514,000 | $38.45 | −$58,213,300 | 0 | Indirect | |
| Jun 9, 2025 | Class A Common Stock | CConversionAcquired | +1,153,756 | $0.00 | $0 | 1,153,756 | Indirect | |
| Jun 9, 2025 | Class A Common Stock | SSaleDisposed | −1,153,756 | $38.45 | −$44,361,918.2 | 0 | Indirect | |
| Jun 9, 2025 | Class A Common Stock | CConversionAcquired | +332,244 | $0.00 | $0 | 332,244 | Indirect | |
| Jun 9, 2025 | Class A Common Stock | SSaleDisposed | −332,244 | $38.45 | −$12,774,781.8 | 0 | Indirect |
Derivative securities (Table II)
Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.
| Trade date | Security | Transaction | Underlying shares | Unit price | Value | Held after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Jun 9, 2025 | Class A Common Stock | CConversionDisposed | −1,514,000 | $0.00 | $0 | 1,125,927 | Indirect | |
| Jun 9, 2025 | Class A Common Stock | CConversionDisposed | −1,153,756 | $0.00 | $0 | 0 | Indirect | |
| Jun 9, 2025 | Class A Common Stock | CConversionDisposed | −332,244 | $0.00 | $0 | 0 | Indirect |
Footnotes
Livermore does not store Form 4 footnotes. For price ranges, how indirect holdings are held and trading plan details, read the original on SEC EDGAR.