2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan

Insider Reports History

Entity
Company
Location
C/O Vertex, Inc., 2301 Renaissance Blvd., 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:

Stock Role Class Num Shares Value Price $ Report Date Ownership
Vertex, Inc. 13(D) GROUP MEMBER, 10%+ Owner Class A Common Stock 0.294 $8.89 $30.22 Mar 27, 2024 Direct
Vertex, Inc. 13(D) GROUP MEMBER, 10%+ Owner Class B Common Stock 0 $28.72 Oct 4, 2023 Direct

Insider Reports Filed by 2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan

Symbol Company Period Transactions Value $ Form Type Date Filed Role
VERX Vertex, Inc. Mar 26, 2024 2 -$2.46M 4 Mar 28, 2024 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Mar 21, 2024 2 -$1.43M 4 Mar 25, 2024 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Mar 18, 2024 3 -$1.47M 4 Mar 20, 2024 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Mar 12, 2024 3 -$595K 4 Mar 14, 2024 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Mar 6, 2024 3 -$1.51M 4 Mar 8, 2024 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Mar 1, 2024 3 -$1.11M 4 Mar 5, 2024 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Oct 4, 2023 2 $0 4 Oct 25, 2023 13(D) GROUP MEMBER, 10%+ Owner