WESTPHAL JEFFREY

PrivateCIK: 1818851
Location

KING OF PRUSSIA, PA

InsiderWESTPHAL JEFFREYCIK 1818851
IssuerVERTEX, INC.CIK 1806837
Director10% Owner
Since Jul 2020
+789K
Net shares
Net buyer
$0.00
Total acquired
0
Open market trades
0B · 0S
1
Total transactions
789K acquired
Non-Derivative Transactions0
No non-derivative transactions reported
Derivative Transactions1

Class B Common Stock

Direct
W · W
Converts to

Class A Common Stock

789K shares

Shares

+789K

Strike price

Held after

838K

Exercisable

12/6/2023
Non-Derivative Holdings (Post-Transaction)2

Class A Common Stock

Indirect
Shares owned4.76M

Class A Common Stock

Direct
Shares owned7.89K
Total
7.89K direct·4.76M indirect4.77M
Derivative Holdings (Post-Transaction)3

Class B Common Stock

Indirect
Underlying security
Class A Common Stock

Underlying shares

9.25M

Shares owned

9.25M

Exercise price

Expiration

Exercise window

Class B Common Stock

Indirect
Underlying security
Class A Common Stock

Underlying shares

1.15M

Shares owned

1.15M

Exercise price

Expiration

Exercise window

Class B Common Stock

Indirect
Underlying security
Class A Common Stock

Underlying shares

332.24K

Shares owned

332.24K

Exercise price

Expiration

Exercise window

Total

Underlying

10.74M

Owned

10.74M

WESTPHAL JEFFREY — Insider Transaction (Form 4) Filed Dec 11, 2023 | Finecho