Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
---|---|---|---|---|---|---|---|
Vertex, Inc. | Director, 10%+ Owner | Class B Common Stock | 30.5M | $876M | $28.72 | Dec 6, 2023 | By The 2009 Amanda W. Radcliffe Generation Skipping Trust |
Vertex, Inc. | Director, 10%+ Owner | Class B Common Stock | 1.79M | $51.3M | $28.72 | Dec 6, 2023 | By Irr. Trust of RJW, Settlor, 7/19/07 - Separate Trust for Benefit of Amanda W. Radcliffe |
Vertex, Inc. | Director, 10%+ Owner | Class B Common Stock | 838K | $24.1M | $28.72 | Dec 6, 2023 | Direct |
Vertex, Inc. | Director, 10%+ Owner | Class A Common Stock | 138K | $4.55M | $32.93 | Jun 12, 2024 | Direct |
Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
---|---|---|---|---|---|---|---|
VERX | Vertex, Inc. | Jun 12, 2024 | 1 | $0 | 4 | Jun 14, 2024 | Director, 10%+ Owner |
VERX | Vertex, Inc. | Dec 6, 2023 | 1 | $0 | 4 | Dec 8, 2023 | Director, 10%+ Owner |
VERX | Vertex, Inc. | Jun 13, 2023 | 1 | $0 | 4 | Jun 15, 2023 | Director, 10%+ Owner |
VERX | Vertex, Inc. | Jun 14, 2022 | 1 | $0 | 4 | Jun 15, 2022 | Director, 10%+ Owner |
VERX | Vertex, Inc. | Mar 15, 2022 | 1 | $101K | 4 | Mar 16, 2022 | Director, 10%+ Owner |
VERX | Vertex, Inc. | Jul 31, 2020 | 2 | $1.6M | 4 | May 13, 2021 | Director |