4//SEC Filing
Westphal Jeffrey 4
Accession 0001104659-24-117963
CIK 0001806837other
Filed
Nov 12, 7:00 PM ET
Accepted
Nov 13, 9:43 PM ET
Size
14.1 KB
Accession
0001104659-24-117963
Insider Transaction Report
Form 4
Vertex, Inc.VERX
Westphal Jeffrey
Other
Transactions
- Conversion
Class A Common Stock
2024-11-11+2,485,000→ 2,485,000 total(indirect: By Trust) - Sale
Class A Common Stock
2024-11-11$48.90/sh−2,485,000$121,516,500→ 0 total(indirect: By Trust) - Conversion
Class B Common Stock
2024-11-11−2,485,000→ 3,214,927 total(indirect: By Trust)→ Class A Common Stock (2,485,000 underlying)
Holdings
- 332,244(indirect: By Trust)
Class B Common Stock
→ Class A Common Stock (332,244 underlying) - 7,895
Class A Common Stock
- 838,000
Class B Common Stock
→ Class A Common Stock (838,000 underlying) - 1,153,756(indirect: By Trust)
Class B Common Stock
→ Class A Common Stock (1,153,756 underlying)
Footnotes (1)
- [F1]The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis either (1) upon any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) if the voting power of the Issuer's outstanding Class B Common Stock represents less than 10% of the combined voting power of all of the Issuer's outstanding common stock.
Documents
Issuer
Vertex, Inc.
CIK 0001806837
Entity typeother
Related Parties
1- filerCIK 0001818851
Filing Metadata
- Form type
- 4
- Filed
- Nov 12, 7:00 PM ET
- Accepted
- Nov 13, 9:43 PM ET
- Size
- 14.1 KB