| |
| |
|
| 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 |
$34,996,969 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
1,197,706 |
|
|
| Total
Value |
$34,996,969 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
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 |
– – • |
2024-03-25 |
4 |
S |
$30.03 |
$85,847 |
D/D |
(2,859) |
1,197,706 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2024-03-21 |
4 |
S |
$30.00 |
$3,000 |
D/D |
(100) |
1,200,565 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2024-03-20 |
4 |
S |
$30.04 |
$329,067 |
D/D |
(10,955) |
1,200,665 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2024-03-19 |
4 |
S |
$30.06 |
$936,914 |
D/D |
(31,173) |
1,211,620 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2024-03-18 |
4 |
S |
$30.04 |
$209,313 |
D/D |
(6,967) |
1,242,793 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2024-03-14 |
4 |
S |
$30.01 |
$256,203 |
D/D |
(8,538) |
1,249,760 |
0 |
% |
|
| 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 |
– – • |
2024-03-12 |
4 |
S |
$30.01 |
$292,567 |
D/D |
(9,749) |
1,259,598 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2024-03-08 |
4 |
S |
$30.14 |
$594,840 |
D/D |
(19,737) |
1,269,347 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2024-03-07 |
4 |
S |
$30.06 |
$601,535 |
D/D |
(20,009) |
1,289,084 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2024-03-06 |
4 |
S |
$30.01 |
$315,133 |
D/D |
(10,500) |
1,309,093 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2024-03-05 |
4 |
S |
$30.00 |
$243,453 |
D/D |
(8,115) |
1,319,593 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2024-03-04 |
4 |
S |
$30.35 |
$7,765,892 |
D/D |
(255,920) |
1,327,708 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2024-03-01 |
4 |
S |
$33.58 |
$472,804 |
D/D |
(14,078) |
1,583,628 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-12-13 |
4 |
S |
$28.18 |
$321,197 |
D/D |
(11,400) |
1,597,706 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-12-12 |
4 |
S |
$28.91 |
$1,422,402 |
D/D |
(49,199) |
1,609,106 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-12-11 |
4 |
S |
$28.72 |
$1,408,663 |
D/D |
(49,049) |
1,658,305 |
0 |
% |
|
| VERX |
Vertex, Inc. |
13(D) GROUP MEMBER |
– – • |
2023-12-08 |
4 |
S |
$28.65 |
$1,438,999 |
D/D |
(50,227) |
1,707,354 |
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 |
% |
|
| 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 |
– – • |
2023-12-05 |
4 |
S |
$29.61 |
$782,037 |
D/D |
(26,415) |
1,818,830 |
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 |
– – • |
2023-12-01 |
4 |
S |
$27.77 |
$2,199,439 |
D/D |
(79,200) |
1,860,445 |
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 |
– – • |
2023-11-29 |
4 |
S |
$28.89 |
$1,935,355 |
D/D |
(67,000) |
2,022,000 |
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 |
| |
|
|
|
|
|
