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Insider
Information: |
Item Second Irr. Trust Fbo Jacob J. Westphal U/a O |
Relationship: |
13(D) GROUP MEMBER, 10... |
City: |
King Of Prussia |
State: |
PA |
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Insider
Summary: |
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Companies Owned : |
1 |
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Direct
Shares |
1,197,706 |
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Indirect Shares
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0 |
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Direct
Value |
$39,727,908 |
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Indirect Value
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$0 |
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Total
Shares |
1,197,706 |
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Total
Value |
$39,727,908 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
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Sells
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Total
Filings :
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0
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0
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Stock
price went up :
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Stock
price went down : |
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.0%
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0.0%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
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Vertex, Inc. |
VERX |
13(D) GROUP MEMBER, 10... |
2024-03-25 |
1,197,706 |
2022-11-16 |
0 |
Premium* |
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Records found :
43 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 1 of 2
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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3m +/- |
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Form |
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 |
|
2023-10-11 |
4 |
A |
$0.00 |
$0 |
D/D |
2,089,000 |
2,189,000 |
0 |
- |
|
VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
|
2024-03-21 |
4 |
S |
$30.00 |
$3,000 |
D/D |
(100) |
1,200,565 |
0 |
% |
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VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
|
2024-03-13 |
4 |
S |
$30.00 |
$39,003 |
D/D |
(1,300) |
1,258,298 |
0 |
% |
|
VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
|
2023-03-20 |
4 |
S |
$18.26 |
$42,991 |
D/D |
(2,355) |
321,912 |
0 |
% |
|
VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
|
2023-03-10 |
4 |
S |
$18.07 |
$53,083 |
D/D |
(2,937) |
497,063 |
0 |
% |
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VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
|
2024-03-25 |
4 |
S |
$30.03 |
$85,847 |
D/D |
(2,859) |
1,197,706 |
0 |
% |
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VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
|
2023-03-28 |
4 |
S |
$19.18 |
$109,926 |
D/D |
(5,731) |
294,269 |
0 |
% |
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VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
|
2023-11-13 |
4 |
S |
$27.35 |
$128,048 |
D/D |
(4,682) |
2,184,318 |
0 |
% |
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VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
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2023-03-22 |
4 |
S |
$18.24 |
$192,087 |
D/D |
(10,534) |
300,000 |
0 |
% |
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VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
|
2023-03-21 |
4 |
S |
$18.25 |
$207,603 |
D/D |
(11,378) |
310,534 |
0 |
% |
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VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
|
2024-03-18 |
4 |
S |
$30.04 |
$209,313 |
D/D |
(6,967) |
1,242,793 |
0 |
% |
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VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
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2024-03-05 |
4 |
S |
$30.00 |
$243,453 |
D/D |
(8,115) |
1,319,593 |
0 |
% |
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VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
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2024-03-14 |
4 |
S |
$30.01 |
$256,203 |
D/D |
(8,538) |
1,249,760 |
0 |
% |
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VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
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2024-03-12 |
4 |
S |
$30.01 |
$292,567 |
D/D |
(9,749) |
1,259,598 |
0 |
% |
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VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
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2024-03-06 |
4 |
S |
$30.01 |
$315,133 |
D/D |
(10,500) |
1,309,093 |
0 |
% |
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VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
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2023-03-13 |
4 |
S |
$18.21 |
$316,382 |
D/D |
(17,376) |
479,687 |
0 |
% |
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VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
|
2023-12-13 |
4 |
S |
$28.18 |
$321,197 |
D/D |
(11,400) |
1,597,706 |
0 |
% |
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VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
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2024-03-20 |
4 |
S |
$30.04 |
$329,067 |
D/D |
(10,955) |
1,200,665 |
0 |
% |
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VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
|
2023-04-05 |
4 |
S |
$21.33 |
$400,615 |
D/D |
(18,780) |
100,000 |
0 |
% |
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VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
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2023-12-04 |
4 |
S |
$27.82 |
$422,840 |
D/D |
(15,200) |
1,845,245 |
0 |
% |
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VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
|
2023-03-14 |
4 |
S |
$18.59 |
$456,993 |
D/D |
(24,588) |
455,099 |
0 |
% |
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VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
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2024-03-01 |
4 |
S |
$33.58 |
$472,804 |
D/D |
(14,078) |
1,583,628 |
0 |
% |
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VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
|
2023-03-15 |
4 |
S |
$18.42 |
$505,103 |
D/D |
(27,417) |
427,682 |
0 |
% |
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VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
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2023-03-17 |
4 |
S |
$18.29 |
$551,348 |
D/D |
(30,153) |
324,267 |
0 |
% |
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43 Records found
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Page 1 of 2 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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