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 Jun 24, 2025
- Accession no.
- 0001104659-25-062185
- Filed
- Jun 24, 2025
- Trade date
- Jun 20-24, 2025
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Not checked
This filing lists 3 non-derivative transactions. Open-market sales total $836.4K. 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.
| 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.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Jun 20, 2025 | Class A Common Stock | SSaleDisposed | −8,832 | $35.12F1 | −$310,179.84 | 188,008.71 | Direct | |
| Jun 23, 2025 | Class A Common Stock | SSaleDisposed | −510 | $35.00 | −$17,850 | 187,498.71 | Direct | |
| Jun 24, 2025 | Class A Common Stock | SSaleDisposed | −14,425 | $35.24F2 | −$508,337 | 173,073.71 | 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.
- F1
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.625.
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 $35.00 to $35.445.
Referenced by the price of 1 transaction in Table I.