Jeffrey Westphal - 23 May 2022 Form 4 Insider Report for Vertex, Inc. (VERX)

Reporting relationship: 10%+ Owner
Issuer ticker: VERX
Reported as of: 23 May 2022
Net transaction value: -$583,577
SEC form: 4
Accepted by SEC: 25 May 2022, 16:05:20 UTC
Prior SEC filing: 13 Jan 2022
Next SEC filing: 22 Jun 2022
Source filing: View source filing
Reporting owner signature: /s/ Lisa Coleman

Key filing fact

Jeffrey Westphal filed Form 4 for Vertex, Inc. (VERX) on 25 May 2022.

Key facts

This page summarizes Jeffrey Westphal's Form 4 filing for Vertex, Inc. (VERX).
1 reported transaction and 0 derivative rows are listed below.
Accepted by SEC: 25 May 2022, 16:05.

Change

Previous filing in this sequence was filed on 13 Jan 2022.
Current net transaction value: -$583,577.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

VERX transaction

Class A Common Stock

Sale

Transaction value: $583,577
Shares: -48,580
Change %: -0.39%
Price: $12.01
Shares after: 12,461,420
Date: 23 May 2022
Ownership: By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Footnotes: F1

VERX holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 7,895
Date: 23 May 2022
Ownership: Direct

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $12.00 to $12.0459, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.