STAMM JOHN RICHARD sold 37.5% of their position (10K shares) of VERTEX, INC. on the open market
Open‑market sale worth $354.3K — a major position exit. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 2 sales
Filed: 9/16/2024ACC: 0001415889-24-023439
-10K
Net shares
Net seller
$354.3K
Total sold
2
Open market trades
0B · 2S
4
Total transactions
5K acquired · 15K disposed
Non-Derivative Transactions3
Class A Common Stock
Direct
Shares
−5K
Price / share
$35.41
Trade value
$177.07K
% of position
23.1%
9/12/2024
21.64K→16.64K
Class A Common Stock
Direct
Shares
+5K
Price / share
$3.73
Trade value
$18.67K
% of position
30.1%
9/12/2024
16.64K→21.64K
Class A Common Stock
Direct
Shares
−5K
Price / share
$35.44
Trade value
$177.20K
% of position
23.1%
9/12/2024
21.64K→16.64K
Total
Net shares
−5K
Net value
-$335.61K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 9/12/2024 | S · Sale | −5K | $35.41 | $177.07K | 23.1% | 21.64K | 16.64K |
| Class A Common Stock Direct | 9/12/2024 | M · Option Exercise | +5K | $3.73 | $18.67K | 30.1% | 16.64K | 21.64K |
| Class A Common Stock Direct | 9/12/2024 | S · Sale | −5K | $35.44 | $177.20K | 23.1% | 21.64K | 16.64K |
| Total | −5K | -$335.61K | ||||||
Derivative Transactions1
Stock Option
Direct
Converts to
Class A Common Stock
5K shares
Shares
−5K
Strike price
3.734
Held after
21.12K
Exercisable
—
9/12/2024
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Stock Option Direct | Class A Common Stock5K shares | 9/12/2024 | M · Option Exercise | −5K | 3.734 | — | 21.12K |