WESTPHAL JEFFREY reported 1 transaction at VERTEX, INC.
Review the transaction codes below to understand the nature of each event.
Filed: 12/26/2024ACC: 0001104659-24-131596
0.00
Net shares
Net seller
$0.00
Total acquired
0
Open market trades
0B · 0S
2
Total transactions
450K acquired · 450K disposed
Non-Derivative Transactions1
Class A Common Stock
Direct
Shares
+450K
Price / share
—
Trade value
—
% of position
5699.8%
12/20/2024
7.89K→457.89K
Total
Net shares
+450K
Net value
$0.00
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 12/20/2024 | C · Conversion | +450K | — | — | 5699.8% | 7.89K | 457.89K |
| Total | +450K | $0.00 | ||||||
Derivative Transactions1
Class B Common Stock
Indirect
Converts to
Class A Common Stock
450K shares
Shares
−450K
Strike price
Held after
2.19M
Exercisable
—
12/20/2024
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Class B Common Stock Indirect | Class A Common Stock450K shares | 12/20/2024 | C · Conversion | −450K | — | 2.19M |
Non-Derivative Holdings (Post-Transaction)0
No non-derivative holdings reported
Derivative Holdings (Post-Transaction)3
Class B Common Stock
IndirectUnderlying security
Class A Common Stock
Underlying shares
332.24K
Shares owned
332.24K
Exercise price
Expiration
—
Exercise window
—
Class B Common Stock
DirectUnderlying security
Class A Common Stock
Underlying shares
838K
Shares owned
838K
Exercise price
Expiration
—
Exercise window
—
Class B Common Stock
IndirectUnderlying security
Class A Common Stock
Underlying shares
1.15M
Shares owned
1.15M
Exercise price
Expiration
—
Exercise window
—
Total
Underlying
2.32M
Owned
2.32M
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| Class B Common Stock Indirect | Class A Common Stock | — | — | 332.24K | 332.24K | |
| Class B Common Stock Direct | Class A Common Stock | — | — | 838K | 838K | |
| Class B Common Stock Indirect | Class A Common Stock | — | — | 1.15M | 1.15M | |
| Total | 2.32M | 2.32M | ||||