WESTPHAL JEFFREY reported 1 transaction at VERTEX, INC.
Review the transaction codes below to understand the nature of each event.
Filed: 1/3/2025ACC: 0001104659-25-000963
-450K
Net shares
Net seller
$0.00
Total acquired
0
Open market trades
0B · 0S
1
Total transactions
450K disposed
Non-Derivative Transactions1
Class A Common Stock
Direct
Shares
−450K
Price / share
—
Trade value
—
% of position
98.3%
12/31/2024
457.89K→7.89K
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 | 12/31/2024 | G · Gift | −450K | — | — | 98.3% | 457.89K | 7.89K |
| Total | −450K | $0.00 | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)0
No non-derivative holdings reported
Derivative Holdings (Post-Transaction)4
Class B Common Stock
DirectUnderlying security
Class A Common Stock
Underlying shares
388K
Shares owned
388K
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
—
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
IndirectUnderlying security
Class A Common Stock
Underlying shares
2.64M
Shares owned
2.64M
Exercise price
Expiration
—
Exercise window
—
Total
Underlying
4.51M
Owned
4.51M
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| Class B Common Stock Direct | Class A Common Stock | — | — | 388K | 388K | |
| Class B Common Stock Indirect | Class A Common Stock | — | — | 1.15M | 1.15M | |
| Class B Common Stock Indirect | Class A Common Stock | — | — | 332.24K | 332.24K | |
| Class B Common Stock Indirect | Class A Common Stock | — | — | 2.64M | 2.64M | |
| Total | 4.51M | 4.51M | ||||