| |
| |
|
| Insider
Information: |
Westphal Jeffery |
| Relationship: |
10% Owner |
| City: |
King Of Prussia |
| State: |
PA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
7,895 |
|
|
Indirect Shares
|
1,554,641 |
|
|
| Direct
Value |
$233,139 |
|
|
|
Indirect Value
|
$45,908,549 |
|
|
| Total
Shares |
1,562,536 |
|
|
| Total
Value |
$46,141,688 |
|
|
|
|
|
|
|
|
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 |
2024-04-05 |
7,895 |
2024-04-05 |
1,554,641 |
Premium* |
|
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|
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|
|
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|
Records found :
35 |
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. |
Director |
– • • |
2020-07-29 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
7,895 |
|
- |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2021-05-07 |
4 |
A |
$0.00 |
$0 |
I/I |
12,100,000 |
12,100,000 |
0 |
- |
|
| VERX |
Vertex, Inc. |
|
– – • |
2022-01-11 |
4 |
S |
$14.60 |
$11,680,000 |
I/I |
(800,000) |
12,510,000 |
0 |
% |
|
| VERX |
Vertex, Inc. |
|
– – • |
2022-05-23 |
4 |
S |
$12.01 |
$583,577 |
I/I |
(48,580) |
12,461,420 |
0 |
% |
|
| VERX |
Vertex, Inc. |
|
– – • |
2022-06-21 |
4 |
A |
$0.00 |
$0 |
I/I |
5,500,000 |
17,961,420 |
0 |
- |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2022-06-30 |
4 |
S |
$11.32 |
$1,698,450 |
I/I |
(150,000) |
1,511,420 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2022-07-01 |
4 |
S |
$11.06 |
$683,925 |
I/I |
(61,855) |
1,449,565 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2022-07-07 |
4 |
S |
$12.03 |
$80,907 |
I/I |
(6,723) |
1,442,842 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2022-07-08 |
4 |
S |
$12.02 |
$304,501 |
I/I |
(25,343) |
1,417,499 |
0 |
% |
|
| VERX |
Vertex, Inc. |
|
– – • |
2022-07-11 |
4 |
S |
$11.36 |
$790,294 |
I/I |
(69,562) |
1,347,937 |
0 |
% |
|
| VERX |
Vertex, Inc. |
|
– – • |
2022-07-12 |
4 |
S |
$11.12 |
$22,090 |
I/I |
(1,987) |
1,345,950 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2022-07-29 |
4 |
S |
$7.35 |
$36,750,000 |
I/I |
(5,000,000) |
11,300,000 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2022-10-26 |
4 |
OE |
$7.85 |
$5,887,500 |
I/I |
750,000 |
10,550,000 |
0 |
- |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2022-11-01 |
4 |
S |
$18.00 |
$647,172 |
I/I |
(35,950) |
1,310,000 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2022-11-17 |
4 |
S |
$15.15 |
$22,725,000 |
I/I |
(1,500,000) |
9,050,000 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2023-02-28 |
4 |
S |
$15.82 |
$702,110 |
I/I |
(44,391) |
9,005,609 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2023-03-01 |
4 |
S |
$15.73 |
$611,985 |
I/I |
(38,916) |
8,966,693 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2023-03-02 |
4 |
S |
$15.66 |
$783,205 |
I/I |
(50,000) |
8,916,693 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2023-03-08 |
4 |
S |
$18.63 |
$1,171,246 |
I/I |
(62,857) |
8,853,836 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2023-03-09 |
4 |
S |
$18.85 |
$661,302 |
I/I |
(35,084) |
8,818,752 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2023-03-14 |
4 |
S |
$18.67 |
$445,867 |
I/I |
(23,884) |
8,794,868 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2023-03-15 |
4 |
S |
$18.51 |
$2,041,674 |
I/I |
(110,325) |
8,684,543 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2023-03-16 |
4 |
S |
$17.62 |
$24,408,790 |
I/I |
(1,375,164) |
7,309,379 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2023-06-28 |
4 |
S |
$18.26 |
$14,608,000 |
I/I |
(800,000) |
6,509,379 |
0 |
% |
|
| VERX |
Vertex, Inc. |
10% Owner |
– – • |
2023-06-30 |
4 |
S |
$19.07 |
$11,617,230 |
I/I |
(608,798) |
1,301,202 |
0 |
% |
|
35 Records found
|
|
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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