organization · Reporting owner
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vertex, Inc.VERX · Entity 4427 | 10% owner · 13(D) GROUP MEMBER | March 26, 2024 | March 28, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Vertex, Inc.
Report date March 26, 2024 · Filed March 28, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0.294 |
Ending reported balance
After 2024-03-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-03-26 · Sale · Disposed 50,669 · Balance 30,692.294 F1: 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. Row 2 · 2024-03-27 · Sale · Disposed 30,692 · Balance 0.294 F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 27, 2024 Filed Mar 28, 2024 18:01 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 30,692 | $30.22 | $927,542.93 |
DisclosureSEC 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 18:01 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 50,669 | $30.23 | $1,531,926.55 |
DisclosureSEC 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 | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 47,522 | $30.09 | $1,430,032.02 |
DisclosureSEC 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 21, 2024 Filed Mar 25, 2024 18:55 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 100 | $30.00 | $3,000.00 |
DisclosureSEC 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 20, 2024 Filed Mar 20, 2024 21:00 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 10,926 | $30.04 | $328,220.32 |
DisclosureSEC 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 19, 2024 Filed Mar 20, 2024 21:00 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 30,954 | $30.06 | $930,350.33 |
DisclosureSEC 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 18, 2024 Filed Mar 20, 2024 21:00 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 6,954 | $30.05 | $208,935.02 |
DisclosureSEC 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 14, 2024 Filed Mar 14, 2024 20:05 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 8,558 | $30.01 | $256,796.48 |
DisclosureSEC 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 13, 2024 Filed Mar 14, 2024 20:05 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 1,412 | $30.00 | $42,362.97 |
DisclosureSEC 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 12, 2024 Filed Mar 14, 2024 20:05 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 9,859 | $30.01 | $295,865.63 |
DisclosureSEC 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 08, 2024 Filed Mar 8, 2024 18:28 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 19,705 | $30.14 | $593,871.26 |
DisclosureSEC 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 07, 2024 Filed Mar 8, 2024 18:28 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 19,928 | $30.06 | $599,067.56 |
DisclosureSEC 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. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 18:28 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 10,500 | $30.01 | $315,119.70 |
DisclosureSEC 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. Read SEC document |
| March 05, 2024 Filed Mar 5, 2024 18:40 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 6,888 | $30.01 | $206,706.12 |
DisclosureSEC 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. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 18:40 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 100 | $32.00 | $3,200.00 |
DisclosureSEC source: 0001104659-24-031130 · tm247957-3_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: 254,667.294 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 18:40 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 26,685 | $33.62 | $897,179.05 |
DisclosureSEC source: 0001104659-24-031130 · tm247957-3_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: 254,767.294 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.470 to $33.790. Read SEC document |
| October 04, 2023 Filed Oct 25, 2023 18:59 UTC | Vertex, Inc. VERX · Entity 4427 | ConversionClass B Common Stock · Derivative | 281,452.294 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-111493 · tm2328590-4_4seq1.xml · derivative · 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 Underlying: Class A Common Stock · 281,452.294 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 upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voting power of all of the Issuer's outstanding common stock. F2 · shares: The Form 3 originally filed by the reporting person understated the number of shares of Class B Common Stock by approximately 18,000 shares. This Form 4 reflects the corrected number of shares. 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 upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing 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 upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voting power of all of the Issuer's outstanding common stock. Read SEC document |
| October 04, 2023 Filed Oct 25, 2023 18:59 UTC | Vertex, Inc. VERX · Entity 4427 | ConversionClass A Common Stock | 281,452.294 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-111493 · tm2328590-4_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: 281,452.294 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.