2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN

Insider Reports History

Location
King Of Prussia, PA
Signature
/s/ Joshua Levine, as Trustee
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN:

Company Role Class Num Shares Value Price $ Report Date Ownership
Vertex, Inc. 13(D) GROUP MEMBER, 10%+ Owner Class A Common Stock 0 $9 $30.22 27 Mar 2024 Direct
Vertex, Inc. 13(D) GROUP MEMBER, 10%+ Owner Class B Common Stock 0 $28.72 04 Oct 2023 Direct

Insider Reports Filed by 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN

Symbol Company Period Transactions Value $ Form Type Role Filing Time
VERX Vertex, Inc. 26 Mar 2024 2 -$2,459,469 4 13(D) GROUP MEMBER, 10%+ Owner 28 Mar 2024, 18:01
VERX Vertex, Inc. 21 Mar 2024 2 -$1,433,032 4 13(D) GROUP MEMBER, 10%+ Owner 25 Mar 2024, 18:55
VERX Vertex, Inc. 18 Mar 2024 3 -$1,467,506 4 13(D) GROUP MEMBER, 10%+ Owner 20 Mar 2024, 21:00
VERX Vertex, Inc. 12 Mar 2024 3 -$595,025 4 13(D) GROUP MEMBER, 10%+ Owner 14 Mar 2024, 20:05
VERX Vertex, Inc. 06 Mar 2024 3 -$1,508,059 4 13(D) GROUP MEMBER, 10%+ Owner 08 Mar 2024, 18:28
VERX Vertex, Inc. 01 Mar 2024 3 -$1,107,085 4 13(D) GROUP MEMBER, 10%+ Owner 05 Mar 2024, 18:40
VERX Vertex, Inc. 04 Oct 2023 2 $0 4 13(D) GROUP MEMBER, 10%+ Owner 25 Oct 2023, 18:59