WESTPHAL JEFFREY sold 50.7% of their position (2.42M shares) of VERTEX, INC. on the open market
Open‑market sale worth $76.51M — a major position exit. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 2 sales
Filed: 3/5/2024ACC: 0001104659-24-031101
-2.42M
Net shares
Net seller
$76.51M
Total sold
2
Open market trades
0B · 2S
2
Total transactions
2.42M disposed
Non-Derivative Transactions2
Class A Common Stock
Indirect
Shares
−124.77K
Price / share
$33.74
Trade value
$4.21M
% of position
2.6%
3/1/2024
4.76M→4.64M
Class A Common Stock
Indirect
Shares
−2.29M
Price / share
$31.55
Trade value
$72.30M
% of position
49.4%
3/4/2024
4.64M→2.35M
Total
Net shares
−2.42M
Net value
-$76.51M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Indirect | 3/1/2024 | S · Sale | −124.77K | $33.74 | $4.21M | 2.6% | 4.76M | 4.64M |
| Class A Common Stock Indirect | 3/4/2024 | S · Sale | −2.29M | $31.55 | $72.30M | 49.4% | 4.64M | 2.35M |
| Total | −2.42M | -$76.51M | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)1
Class A Common Stock
DirectShares owned7.89K
Total
7.89K direct7.89K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Class A Common Stock | 7.89K | Direct |
| Total | 7.89K | 7.89K direct |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported