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Nasdaq · USD

VERX

Vertex, Inc.

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Tapewire entity
4427
SEC CIK
0001806837
Parsed reports
324

Last 12 months

Inside the activity.

5 purchase rows · 1 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202640
Mar 202610
Apr 202600
May 202601
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
June 12, 2024 Filed Jun 14, 2024 20:18 UTC GrantClass A Common Stock 5,705 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-016895 · form4-06142024_080616.xml · nonDerivative · entry 1

Saunders Philip Seth · CIK 0001371044 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,641

F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders and (ii) June 12, 2025.

Read SEC document
June 12, 2024 Filed Jun 14, 2024 20:16 UTC GrantClass A Common Stock 5,705 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-016889 · form4-06142024_080644.xml · nonDerivative · entry 1

Gayton Bradley M · CIK 0001660138 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,135

F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders and (ii) June 12, 2025.

Read SEC document
June 12, 2024 Filed Jun 14, 2024 20:15 UTC GrantClass A Common Stock 5,705 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-016885 · form4-06142024_080640.xml · nonDerivative · entry 1

ANDERSEN ERIC C. · CIK 0001552411 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,014

F1 · shares: Represents an award of restricted stock that will vest on the earlier to occur of (i) the day immediately prior to the date of the next annual meeting of the Company's stockholders and (ii) June 12, 2025.

Read SEC document
June 05, 2024 Filed Jun 7, 2024 18:30 UTC SaleClass A Common Stock 1,500,000 $32.93 $49,395,000.00
Disclosure

SEC source: 0001104659-24-069770 · tm2416657-1_4seq1.xml · nonDerivative · entry 1

Westphal Jeffrey · CIK 0001818851 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By The 2009 Jeffrey R. Westphal Generation Skipping Trust

Disclosed balance after: 2,554,641

Read SEC document
April 30, 2024 Filed May 2, 2024 18:00 UTC ConversionClass B Common Stock · Derivative 2,500,000 $0.00 $0.00
Disclosure

SEC source: 0001104659-24-056542 · tm2413379-1_4seq1.xml · derivative · entry 3

Westphal Jeffrey · CIK 0001818851 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By The 2009 Jeffrey R. Westphal Generation Skipping Trust

Disclosed balance after: 6,749,286.237

Underlying: Class A Common Stock · 2,500,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: 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.

F1 · derivative.exercise_date: 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.

F1 · derivative.expiration_date: 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.

Read SEC document
April 30, 2024 Filed May 2, 2024 18:00 UTC ConversionClass A Common Stock 2,500,000 $0.00 $0.00
Disclosure

SEC source: 0001104659-24-056542 · tm2413379-1_4seq1.xml · nonDerivative · entry 1

Westphal Jeffrey · CIK 0001818851 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By The 2009 Jeffrey R. Westphal Generation Skipping Trust

Disclosed balance after: 4,054,641

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
April 05, 2024 Filed Apr 9, 2024 19:33 UTC SaleClass A Common Stock 791,133 $30.05 $23,773,546.65
Disclosure

SEC source: 0001104659-24-045328 · tm2411393-1_4seq1.xml · nonDerivative · entry 1

Westphal Jeffrey · CIK 0001818851 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · By The 2009 Jeffrey R. Westphal Generation Skipping Trust

Disclosed balance after: 1,554,641

Read SEC document
March 27, 2024 Filed Mar 28, 2024 18:01 UTC SaleClass A Common Stock 30,692 $30.22 $927,542.93
Disclosure

SEC source: 0001104659-24-040647 · tm247957-18_4seq1.xml · nonDerivative · entry 2

2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN · CIK 0001818827 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0.294

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.69.

Read SEC document
March 26, 2024 Filed Mar 28, 2024 18:00 UTC SaleClass A Common Stock 27,128 $30.27 $821,191.69
Disclosure

SEC source: 0001104659-24-040646 · tm247957-17_4seq1.xml · nonDerivative · entry 1

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 965,073.706

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.05 to $30.53.

Read SEC document
March 26, 2024 Filed Mar 28, 2024 18:01 UTC SaleClass A Common Stock 50,669 $30.23 $1,531,926.55
Disclosure

SEC source: 0001104659-24-040647 · tm247957-18_4seq1.xml · nonDerivative · entry 1

2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN · CIK 0001818827 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,692.294

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.54.

Read SEC document
March 25, 2024 Filed Mar 25, 2024 18:55 UTC SaleClass A Common Stock 47,522 $30.09 $1,430,032.02
Disclosure

SEC source: 0001104659-24-038552 · tm247957-16_4seq1.xml · nonDerivative · entry 2

2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN · CIK 0001818827 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,361.294

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.27.

Read SEC document
March 25, 2024 Filed Mar 25, 2024 18:52 UTC SaleClass A Common Stock 47,571 $30.09 $1,431,554.10
Disclosure

SEC source: 0001104659-24-038549 · tm247957-14_4seq1.xml · nonDerivative · entry 2

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 992,201.706

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.26.

Read SEC document
March 25, 2024 Filed Mar 25, 2024 22:54 UTC SaleClass A Common Stock 2,859 $30.03 $85,847.19
Disclosure

SEC source: 0001104659-24-038551 · tm247957-15_4seq1.xml · nonDerivative · entry 2

ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,197,706

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.06.

Read SEC document
March 21, 2024 Filed Mar 25, 2024 18:55 UTC SaleClass A Common Stock 100 $30.00 $3,000.00
Disclosure

SEC source: 0001104659-24-038552 · tm247957-16_4seq1.xml · nonDerivative · entry 1

2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN · CIK 0001818827 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,883.294

Read SEC document
March 21, 2024 Filed Mar 25, 2024 18:52 UTC SaleClass A Common Stock 100 $30.00 $3,000.00
Disclosure

SEC source: 0001104659-24-038549 · tm247957-14_4seq1.xml · nonDerivative · entry 1

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,039,772.706

Read SEC document
March 21, 2024 Filed Mar 25, 2024 22:54 UTC SaleClass A Common Stock 100 $30.00 $3,000.00
Disclosure

SEC source: 0001104659-24-038551 · tm247957-15_4seq1.xml · nonDerivative · entry 1

ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,200,565

F1 · price: These shares were sold in multiple transactions, each at a price of $30.00.

Read SEC document
March 20, 2024 Filed Mar 20, 2024 21:00 UTC SaleClass A Common Stock 10,926 $30.04 $328,220.32
Disclosure

SEC source: 0001104659-24-036843 · tm247957-11_4seq1.xml · nonDerivative · entry 3

2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN · CIK 0001818827 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,983.294

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.15.

Read SEC document
March 20, 2024 Filed Mar 20, 2024 21:01 UTC SaleClass A Common Stock 10,917 $30.04 $327,940.13
Disclosure

SEC source: 0001104659-24-036844 · tm247957-12_4seq1.xml · nonDerivative · entry 3

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,039,872.706

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.15.

Read SEC document
March 20, 2024 Filed Mar 21, 2024 01:02 UTC SaleClass A Common Stock 10,955 $30.04 $329,067.39
Disclosure

SEC source: 0001104659-24-036845 · tm247957-13_4seq1.xml · nonDerivative · entry 3

ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,200,665

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.12.

Read SEC document
March 19, 2024 Filed Mar 20, 2024 21:00 UTC SaleClass A Common Stock 30,954 $30.06 $930,350.33
Disclosure

SEC source: 0001104659-24-036843 · tm247957-11_4seq1.xml · nonDerivative · entry 2

2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN · CIK 0001818827 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 139,909.294

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.19.

Read SEC document
March 19, 2024 Filed Mar 20, 2024 21:01 UTC SaleClass A Common Stock 30,941 $30.05 $929,925.57
Disclosure

SEC source: 0001104659-24-036844 · tm247957-12_4seq1.xml · nonDerivative · entry 2

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,050,789.706

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.19.

Read SEC document
March 19, 2024 Filed Mar 21, 2024 01:02 UTC SaleClass A Common Stock 31,173 $30.06 $936,913.87
Disclosure

SEC source: 0001104659-24-036845 · tm247957-13_4seq1.xml · nonDerivative · entry 2

ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,211,620

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.19.

Read SEC document
March 18, 2024 Filed Mar 20, 2024 21:00 UTC SaleClass A Common Stock 6,954 $30.05 $208,935.02
Disclosure

SEC source: 0001104659-24-036843 · tm247957-11_4seq1.xml · nonDerivative · entry 1

2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN · CIK 0001818827 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 170,863.294

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.21.

Read SEC document
March 18, 2024 Filed Mar 20, 2024 21:01 UTC SaleClass A Common Stock 6,910 $30.05 $207,625.46
Disclosure

SEC source: 0001104659-24-036844 · tm247957-12_4seq1.xml · nonDerivative · entry 1

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,081,730.706

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.21.

Read SEC document
March 18, 2024 Filed Mar 21, 2024 01:02 UTC SaleClass A Common Stock 6,967 $30.04 $209,313.06
Disclosure

SEC source: 0001104659-24-036845 · tm247957-13_4seq1.xml · nonDerivative · entry 1

ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,242,793

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.21.

Read SEC document
March 14, 2024 Filed Mar 14, 2024 20:05 UTC SaleClass A Common Stock 8,558 $30.01 $256,796.48
Disclosure

SEC source: 0001104659-24-034651 · tm247957-8_4seq1.xml · nonDerivative · entry 3

2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN · CIK 0001818827 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 177,817.294

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.04.

Read SEC document
March 14, 2024 Filed Mar 14, 2024 20:06 UTC SaleClass A Common Stock 8,090 $30.01 $242,752.59
Disclosure

SEC source: 0001104659-24-034653 · tm247957-9_4seq1.xml · nonDerivative · entry 3

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,088,640.706

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.04.

Read SEC document
March 14, 2024 Filed Mar 15, 2024 00:07 UTC SaleClass A Common Stock 8,538 $30.01 $256,203.18
Disclosure

SEC source: 0001104659-24-034654 · tm247957-10_4seq1.xml · nonDerivative · entry 3

ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,249,760

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.04.

Read SEC document
March 14, 2024 Filed Mar 18, 2024 20:27 UTC
Butler LisaCHIEF ACCOUNTING OFFICER
SaleClass A Common Stock 8,290 $29.63 $245,616.12
Disclosure

SEC source: 0001415889-24-008265 · form4-03182024_080332.xml · nonDerivative · entry 1

Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 250

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $29.59 to $29.69, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

Read SEC document
March 13, 2024 Filed Mar 14, 2024 20:05 UTC SaleClass A Common Stock 1,412 $30.00 $42,362.97
Disclosure

SEC source: 0001104659-24-034651 · tm247957-8_4seq1.xml · nonDerivative · entry 2

2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN · CIK 0001818827 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 186,375.294

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.03.

Read SEC document
March 13, 2024 Filed Mar 14, 2024 20:06 UTC SaleClass A Common Stock 1,301 $30.00 $39,030.00
Disclosure

SEC source: 0001104659-24-034653 · tm247957-9_4seq1.xml · nonDerivative · entry 2

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,096,730.706

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.00.

Read SEC document
March 13, 2024 Filed Mar 15, 2024 00:07 UTC SaleClass A Common Stock 1,300 $30.00 $39,002.99
Disclosure

SEC source: 0001104659-24-034654 · tm247957-10_4seq1.xml · nonDerivative · entry 2

ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,258,298

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.03.

Read SEC document
March 12, 2024 Filed Mar 12, 2024 16:17 UTC
DeStefano DavidDirector · PRESIDENT & CEO
SaleClass A Common Stock 3,500 $30.00 $105,000.00
Disclosure

SEC source: 0001415889-24-007628 · form4-03122024_080344.xml · nonDerivative · entry 2

DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 701,363

Read SEC document
March 12, 2024 Filed Mar 14, 2024 20:05 UTC SaleClass A Common Stock 9,859 $30.01 $295,865.63
Disclosure

SEC source: 0001104659-24-034651 · tm247957-8_4seq1.xml · nonDerivative · entry 1

2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN · CIK 0001818827 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 187,787.294

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.08.

Read SEC document
March 12, 2024 Filed Mar 14, 2024 20:06 UTC SaleClass A Common Stock 9,727 $30.01 $291,930.61
Disclosure

SEC source: 0001104659-24-034653 · tm247957-9_4seq1.xml · nonDerivative · entry 1

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,098,031.706

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.06.

Read SEC document
March 12, 2024 Filed Mar 15, 2024 00:07 UTC SaleClass A Common Stock 9,749 $30.01 $292,567.49
Disclosure

SEC source: 0001104659-24-034654 · tm247957-10_4seq1.xml · nonDerivative · entry 1

ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,259,598

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.08.

Read SEC document
March 08, 2024 Filed Mar 8, 2024 18:28 UTC SaleClass A Common Stock 19,705 $30.14 $593,871.26
Disclosure

SEC source: 0001104659-24-032579 · tm247957-6_4seq1.xml · nonDerivative · entry 3

2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN · CIK 0001818827 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 197,646.294

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $30.450.

Read SEC document
March 08, 2024 Filed Mar 8, 2024 18:30 UTC SaleClass A Common Stock 20,113 $30.14 $606,127.38
Disclosure

SEC source: 0001104659-24-032580 · tm247957-7_4seq1.xml · nonDerivative · entry 3

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,107,758.706

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $30.450.

Read SEC document
March 08, 2024 Filed Mar 8, 2024 23:27 UTC SaleClass A Common Stock 19,737 $30.14 $594,839.63
Disclosure

SEC source: 0001104659-24-032577 · tm247957-5_4seq1.xml · nonDerivative · entry 3

ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,269,347

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $30.450.

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March 08, 2024 Filed Mar 12, 2024 16:17 UTC
DeStefano DavidDirector · PRESIDENT & CEO
SaleClass A Common Stock 12,177 $30.10 $366,569.10
Disclosure

SEC source: 0001415889-24-007628 · form4-03122024_080344.xml · nonDerivative · entry 1

DeStefano David · CIK 0001818526 · Director · PRESIDENT & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 704,863

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $30.00 to $30.40, inclusive. The Reporting Person undertakes to provide the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

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March 08, 2024 Filed Mar 12, 2024 20:17 UTC
Rowland Bryan T.R.GENERAL COUNSEL
Exercise / conversionStock Option · Derivative 32,196 $0.00 Strike: $3.73 $0.00
Disclosure

SEC source: 0001415889-24-007629 · form4-03122024_080352.xml · derivative · entry 3

Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,000

Underlying: Class A Common Stock · 32,196 shares

Expires 2029-02-07

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: This option is fully vested and exercisable.

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March 08, 2024 Filed Mar 12, 2024 20:17 UTC
Rowland Bryan T.R.GENERAL COUNSEL
SaleClass A Common Stock 32,196 $29.65 $954,540.57
Disclosure

SEC source: 0001415889-24-007629 · form4-03122024_080352.xml · nonDerivative · entry 2

Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,018

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $29.59 to $29.80, inclusive. The Reporting Person undertakes to provide to the Issuer, any securityholder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

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March 08, 2024 Filed Mar 12, 2024 20:17 UTC
Rowland Bryan T.R.GENERAL COUNSEL
Exercise / conversionClass A Common Stock 32,196 $3.73 $120,219.86
Disclosure

SEC source: 0001415889-24-007629 · form4-03122024_080352.xml · nonDerivative · entry 1

Rowland Bryan T.R. · CIK 0001607606 · GENERAL COUNSEL

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,214

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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March 07, 2024 Filed Mar 8, 2024 18:28 UTC SaleClass A Common Stock 19,928 $30.06 $599,067.56
Disclosure

SEC source: 0001104659-24-032579 · tm247957-6_4seq1.xml · nonDerivative · entry 2

2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN · CIK 0001818827 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 217,351.294

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $30.310.

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March 07, 2024 Filed Mar 8, 2024 18:30 UTC SaleClass A Common Stock 19,864 $30.06 $597,111.84
Disclosure

SEC source: 0001104659-24-032580 · tm247957-7_4seq1.xml · nonDerivative · entry 2

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,127,871.706

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $30.310.

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March 07, 2024 Filed Mar 8, 2024 23:27 UTC SaleClass A Common Stock 20,009 $30.06 $601,534.57
Disclosure

SEC source: 0001104659-24-032577 · tm247957-5_4seq1.xml · nonDerivative · entry 2

ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,289,084

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $30.310.

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March 06, 2024 Filed Mar 8, 2024 18:28 UTC SaleClass A Common Stock 10,500 $30.01 $315,119.70
Disclosure

SEC source: 0001104659-24-032579 · tm247957-6_4seq1.xml · nonDerivative · entry 1

2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN · CIK 0001818827 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 237,279.294

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $30.100.

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March 06, 2024 Filed Mar 8, 2024 18:30 UTC SaleClass A Common Stock 10,589 $30.01 $317,796.01
Disclosure

SEC source: 0001104659-24-032580 · tm247957-7_4seq1.xml · nonDerivative · entry 1

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,147,735.706

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $30.080.

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March 06, 2024 Filed Mar 8, 2024 23:27 UTC SaleClass A Common Stock 10,500 $30.01 $315,133.35
Disclosure

SEC source: 0001104659-24-032577 · tm247957-5_4seq1.xml · nonDerivative · entry 1

ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,309,093

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $30.100.

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March 05, 2024 Filed Mar 5, 2024 18:40 UTC SaleClass A Common Stock 6,888 $30.01 $206,706.12
Disclosure

SEC source: 0001104659-24-031130 · tm247957-3_4seq1.xml · nonDerivative · entry 3

2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN · CIK 0001818827 · 10% owner · 13(D) GROUP MEMBER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 247,779.294

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $30.040.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.