| |
| |
|
| Insider
Information: |
Item Second Irr. Trust Fbo Anne Marie Westphal U/a |
| Relationship: |
13(D) GROUP MEMBER, 10... |
| City: |
King Of Prussia |
| State: |
PA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
965,074 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$31,895,696 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
965,074 |
|
|
| Total
Value |
$31,895,696 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
|
|
| Stock
price went down : |
|
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Vertex, Inc. |
VERX |
13(D) GROUP MEMBER, 10... |
2024-03-26 |
965,074 |
2022-11-16 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-10-04 |
4 |
A |
$0.00 |
$0 |
D/D |
1,807,548 |
1,907,548 |
0 |
- |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2022-11-16 |
4 |
A |
$0.00 |
$0 |
D/D |
500,000 |
500,000 |
0 |
- |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2024-03-04 |
4 |
S |
$30.34 |
$5,261,290 |
D/D |
(173,391) |
1,165,074 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-11-30 |
4 |
S |
$27.98 |
$2,333,657 |
D/D |
(83,400) |
1,724,148 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-12-01 |
4 |
S |
$27.76 |
$2,085,136 |
D/D |
(75,100) |
1,649,048 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-03-16 |
4 |
S |
$18.60 |
$1,362,307 |
D/D |
(73,262) |
354,419 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-12-11 |
4 |
S |
$28.73 |
$2,034,475 |
D/D |
(70,822) |
1,416,929 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2024-03-25 |
4 |
S |
$30.09 |
$1,431,554 |
D/D |
(47,571) |
992,202 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-12-07 |
4 |
S |
$28.69 |
$1,355,112 |
D/D |
(47,226) |
1,524,658 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-11-14 |
4 |
S |
$27.66 |
$1,244,561 |
D/D |
(45,000) |
1,847,021 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-03-29 |
4 |
S |
$19.69 |
$861,297 |
D/D |
(43,754) |
250,516 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-12-12 |
4 |
S |
$28.88 |
$1,228,801 |
D/D |
(42,555) |
1,374,374 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-11-15 |
4 |
S |
$26.38 |
$1,041,325 |
D/D |
(39,473) |
1,807,548 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-12-08 |
4 |
S |
$28.64 |
$1,057,016 |
D/D |
(36,907) |
1,487,751 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-12-05 |
4 |
S |
$29.63 |
$1,072,450 |
D/D |
(36,200) |
1,593,948 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-03-30 |
4 |
S |
$20.52 |
$733,918 |
D/D |
(35,766) |
214,750 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2024-03-19 |
4 |
S |
$30.05 |
$929,926 |
D/D |
(30,941) |
1,050,790 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-03-17 |
4 |
S |
$18.29 |
$551,348 |
D/D |
(30,153) |
324,266 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-03-15 |
4 |
S |
$18.42 |
$505,103 |
D/D |
(27,417) |
427,681 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2024-03-26 |
4 |
S |
$30.27 |
$821,192 |
D/D |
(27,128) |
965,074 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2024-03-01 |
4 |
S |
$33.62 |
$894,704 |
D/D |
(26,609) |
1,338,465 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-03-14 |
4 |
S |
$18.59 |
$456,993 |
D/D |
(24,588) |
455,098 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-12-06 |
4 |
S |
$29.41 |
$648,869 |
D/D |
(22,064) |
1,571,884 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2024-03-08 |
4 |
S |
$30.14 |
$606,127 |
D/D |
(20,113) |
1,107,759 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2024-03-07 |
4 |
S |
$30.06 |
$597,112 |
D/D |
(19,864) |
1,127,872 |
0 |
% |
|
25 Records found
|
1
|
Page 1 of 1 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
|
|
|
|
