4//SEC Filing
Westphal Jeffrey 4
Accession 0001104659-25-000963
CIK 0001806837other
Filed
Jan 2, 7:00 PM ET
Accepted
Jan 3, 8:36 PM ET
Size
11.9 KB
Accession
0001104659-25-000963
Insider Transaction Report
Form 4
Vertex, Inc.VERX
Westphal Jeffrey
Other
Transactions
- Gift
Class A Common Stock
2024-12-31−450,000→ 7,895 total
Holdings
- 388,000
Class B Common Stock
→ Class A Common Stock (388,000 underlying) - 332,244(indirect: By Trust)
Class B Common Stock
→ Class A Common Stock (332,244 underlying) - 2,639,927(indirect: By Trust)
Class B Common Stock
→ Class A Common Stock (2,639,927 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
- Jan 2, 7:00 PM ET
- Accepted
- Jan 3, 8:36 PM ET
- Size
- 11.9 KB