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Insider Information:   Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of
Relationship:   13(D) GROUP MEMBER, 10...
City:   King Of Prussia
State:   PA
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   1,589,000    

Indirect Shares

  0      
Direct Value   $46,287,570    

Indirect Value

  $0      
Total Shares   1,589,000      
Total Value   $46,287,570      


Vertex, Inc.
 $46,287,570 Vertex, Inc.
 $46,287,570
 


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... 2023-11-13 1,589,000 2023-11-06 0    Premium*  
* Premium Members only  

Records found :    5         Free Registration Required For Full Results.    Limit: 25

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  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   –       –       •   2023-11-13 4 S $27.35 $546,922 D/D (20,000) 1,589,000 0 %
VERX Vertex, Inc. 13(D) GROUP MEMBER   –       –       •   2023-11-10 4 S $27.17 $7,607,936 D/D (280,000) 1,609,000 0 %
VERX Vertex, Inc. 13(D) GROUP MEMBER   –       –       •   2023-11-08 4 S $22.72 $2,393,067 D/D (105,337) 1,889,000 0 %
VERX Vertex, Inc. 13(D) GROUP MEMBER   –       –       •   2023-11-07 4 S $23.12 $3,638,709 D/D (157,387) 1,994,337 0 %
VERX Vertex, Inc. 13(D) GROUP MEMBER   –       –       •   2023-11-06 4 S $22.29 $2,811,717 D/D (126,155) 2,151,724 0 %

  5  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