| |
| |
|
| Insider
Information: |
Westphal Jeffery |
| Relationship: |
10% Owner |
| City: |
King Of Prussia |
| State: |
PA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
7,895 |
|
|
Indirect Shares
|
4,054,641 |
|
|
| Direct
Value |
$255,009 |
|
|
|
Indirect Value
|
$130,964,904 |
|
|
| Total
Shares |
4,062,536 |
|
|
| Total
Value |
$131,219,913 |
|
|
|
|
|
|
|
|
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 |
10% Owner |
2024-04-30 |
7,895 |
2024-04-30 |
4,054,641 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
36 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 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. |
10% Owner |
– – • |
2023-07-12 |
4/A |
S |
$18.90 |
$1,523,761 |
I/I |
(80,618) |
5,584,379 |
0 |
- |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2023-07-12 |
4 |
S |
$18.90 |
$1,527,503 |
I/I |
(80,816) |
5,828,563 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2023-07-13 |
4 |
S |
$18.91 |
$2,933,190 |
I/I |
(155,146) |
5,673,417 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2023-07-14 |
4 |
S |
$18.66 |
$1,665,501 |
I/I |
(89,236) |
5,584,181 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2023-08-02 |
4 |
A |
$0.00 |
$0 |
I/I |
879,000 |
2,180,202 |
0 |
- |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2023-10-02 |
4 |
S |
$22.32 |
$24,629,562 |
I/I |
(1,103,475) |
1,076,727 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2023-11-14 |
4 |
S |
$26.06 |
$49,488,592 |
I/I |
(1,899,025) |
0 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2024-03-01 |
4 |
S |
$33.74 |
$4,210,239 |
I/I |
(124,770) |
4,637,311 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2024-03-04 |
4 |
S |
$31.55 |
$72,297,992 |
I/I |
(2,291,537) |
2,345,774 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2024-04-05 |
4 |
S |
$30.05 |
$23,773,547 |
I/I |
(791,133) |
1,554,641 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2024-04-30 |
4 |
A |
$0.00 |
$0 |
I/I |
2,500,000 |
4,054,641 |
0 |
- |
|
36 Records found
|
|
Page 2 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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