Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Vertex, Inc.
Report date March 14, 2024 · Filed March 18, 2024
Section 16 reporting ended · disclosed 2024-03-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 250 |
Reported balance
After 2024-03-14 transaction · row 1
1 source rowRow 1 · 2024-03-14 · Sale · Disposed 8,290 · Balance 250 F1: 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. |
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 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.
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 |
|---|---|---|---|---|---|---|
| April 05, 2021 Filed Jun 15, 2021 20:41 UTC | Vertex, Inc. VERX · Entity 4427 | Tax withholdingClass A Common Stock | 148,207 | $22.58 | $3,346,514.06 |
DisclosureSEC source: 0001104659-21-081528 · tm2119327-2_4seq1.xml · nonDerivative · entry 3 Butler Lisa · CIK 0001819414 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,239 Read SEC document |
| April 05, 2021 Filed Jun 15, 2021 20:41 UTC | Vertex, Inc. VERX · Entity 4427 | Exercise / conversionClass A Common Stock | 315,000 | $2.15 | $678,510.00 |
DisclosureSEC source: 0001104659-21-081528 · tm2119327-2_4seq1.xml · nonDerivative · entry 2 Butler Lisa · CIK 0001819414 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,446 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 · balance_after: Includes 197 shares acquired through the Company's Employee Stock Purchase Plan. Read SEC document |
| March 01, 2021 Filed Nov 12, 2021 21:24 UTC | Vertex, Inc. VERX · Entity 4427 | GrantRestricted Stock Units · Derivative | 2,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-005164 · form4-11122021_011143.xml · derivative · entry 3 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,306 Underlying: Class A Common Stock · 2,306 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F4 · derivative.exercise_date: Represents an award of restricted stock units that will vest as to 50% of the shares on March 1, 2023, and 25% of the shares on each of March 1, 2024 and March 1, 2025. F4 · derivative.expiration_date: Represents an award of restricted stock units that will vest as to 50% of the shares on March 1, 2023, and 25% of the shares on each of March 1, 2024 and March 1, 2025. Read SEC document |
| March 01, 2021 Filed Nov 12, 2021 21:24 UTC | Vertex, Inc. VERX · Entity 4427 | GrantStock Option · Derivative | 2,680 | $0.00 Strike: $32.16 | $0.00 |
DisclosureSEC source: 0001415889-21-005164 · form4-11122021_011143.xml · derivative · entry 2 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,680 Underlying: Class A Common Stock · 2,680 shares Expires 2031-03-01 F2 · derivative.exercise_date: This option will vest and become exercisable with respect to 25% of the shares on each of March 1, 2022, March 1, 2023, March 1, 2024 and March 1, 2025. Read SEC document |
| July 31, 2020 Filed Jun 15, 2021 20:41 UTC | Vertex, Inc. VERX · Entity 4427 | PurchaseClass A Common Stock | 2,894 | $19.00 | $54,986.00 |
DisclosureSEC source: 0001104659-21-081528 · tm2119327-2_4seq1.xml · nonDerivative · entry 1 Butler Lisa · CIK 0001819414 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,249 Read SEC document |
| July 28, 2020 Filed Nov 12, 2021 21:24 UTC | Vertex, Inc. VERX · Entity 4427 | GrantClass A Common Stock | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-005164 · form4-11122021_011143.xml · nonDerivative · entry 1 Butler Lisa · CIK 0001819414 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,292 F1 · date: Reflects 53 shares of restricted stock that was inadvertently omitted from the filer's Form 3. The amount reported in column 5 reflects the number of shares of Class A Common Stock beneficially owned as of the date hereof. F1 · balance_after: Reflects 53 shares of restricted stock that was inadvertently omitted from the filer's Form 3. The amount reported in column 5 reflects the number of shares of Class A Common Stock beneficially owned as of the date hereof. 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.