| |
| |
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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 |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
1,197,706 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$39,727,908 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
1,197,706 |
|
|
| Total
Value |
$39,727,908 |
|
|
|
|
|
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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... |
2024-03-25 |
1,197,706 |
2022-11-16 |
0 |
Premium* |
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Records found :
43 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 2
|
| 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 |
– – • |
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 |
– – • |
2023-03-10 |
4 |
S |
$18.07 |
$53,083 |
D/D |
(2,937) |
497,063 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-03-13 |
4 |
S |
$18.21 |
$316,382 |
D/D |
(17,376) |
479,687 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-03-14 |
4 |
S |
$18.59 |
$456,993 |
D/D |
(24,588) |
455,099 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-03-15 |
4 |
S |
$18.42 |
$505,103 |
D/D |
(27,417) |
427,682 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-03-16 |
4 |
S |
$18.60 |
$1,362,307 |
D/D |
(73,262) |
354,420 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-03-17 |
4 |
S |
$18.29 |
$551,348 |
D/D |
(30,153) |
324,267 |
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 |
– – • |
2023-03-21 |
4 |
S |
$18.25 |
$207,603 |
D/D |
(11,378) |
310,534 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-03-22 |
4 |
S |
$18.24 |
$192,087 |
D/D |
(10,534) |
300,000 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-03-28 |
4 |
S |
$19.18 |
$109,926 |
D/D |
(5,731) |
294,269 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-03-29 |
4 |
S |
$19.69 |
$861,297 |
D/D |
(43,754) |
250,515 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-03-30 |
4 |
S |
$20.52 |
$733,918 |
D/D |
(35,766) |
214,749 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-04-05 |
4 |
S |
$21.33 |
$400,615 |
D/D |
(18,780) |
100,000 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-11-13 |
4 |
S |
$27.35 |
$128,048 |
D/D |
(4,682) |
2,184,318 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-11-14 |
4 |
S |
$27.67 |
$1,245,110 |
D/D |
(45,000) |
2,139,318 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-11-15 |
4 |
S |
$26.35 |
$1,325,779 |
D/D |
(50,318) |
2,089,000 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-11-29 |
4 |
S |
$28.89 |
$1,935,355 |
D/D |
(67,000) |
2,022,000 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-11-30 |
4 |
S |
$28.05 |
$2,310,420 |
D/D |
(82,355) |
1,939,645 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-12-01 |
4 |
S |
$27.77 |
$2,199,439 |
D/D |
(79,200) |
1,860,445 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-12-04 |
4 |
S |
$27.82 |
$422,840 |
D/D |
(15,200) |
1,845,245 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-12-05 |
4 |
S |
$29.61 |
$782,037 |
D/D |
(26,415) |
1,818,830 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-12-06 |
4 |
S |
$29.41 |
$638,125 |
D/D |
(21,696) |
1,797,134 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-12-07 |
4 |
S |
$28.69 |
$1,134,926 |
D/D |
(39,553) |
1,757,581 |
0 |
% |
|
43 Records found
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Page 1 of 2 |
| |
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 |
| |
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