VERX

Vertex, Inc. VERX

Bénéficiaire Individuel

Déclarant Citoyenneté ou lieu d'organisation Pouvoir de vote unique Pouvoir de vote partagé Pouvoir de disposition unique Pouvoir de disposition partagé Montant en propriété effective Pourcentage détenu Date d'achat
Kyle Westphal United States 0 1430100 0 1430100 1430100 0.9 % 13/11/2024
Amanda Radcliffe United States 33183557.223 84210 33183557.223 84210 33267767.223 21.3 % 13/11/2024
Stefanie Thompson United States 32980934.588 0 32980934.588 0 32980934.588 21.1 % 13/11/2024
Jeffrey Westphal United States 8031822.237 84778 8031822.237 84778 8166600.237 5.2 % 13/11/2024
Christopher Thompson United States 5629.046 112580.918 5629.046 112580.918 118209.964 0.1 % 13/11/2024
Benjamin Schmerin United States 4221.784 0 4221.784 0 4221.784 0.1 % 13/11/2024
Conrad Radcliffe United States 0 2731647.377 0 2731647.377 2731647.377 1.8 % 13/11/2024
Kailey Radcliffe United States 2647437.377 2647437.377 2647437.377 2647437.377 5294874.754 3.4 % 13/11/2024
Jenifer Westphal United States 0 84778 0 84778 84778 0.1 % 13/11/2024
Constance Thompson United States 0 112580.918 0 112580.918 112580.918 0.1 % 13/11/2024
Andrea Schmerin United States 1983967.844 0 1983967.844 0 1983967.844 1.3 % 13/11/2024
Antoinette Capik United States 2647437.377 2647437.377 2647437.377 2647437.377 5294874.754 3.4 % 13/11/2024
Anne Marie Westphal United States 0 765074 0 765074 765074 0.5 % 13/11/2024
Mackenzie Lucas United States 1941750 0 1941750 0 1941750 1.2 % 13/11/2024
Samantha Lucas United States 1969895.229 0 1969895.229 0 1969895.229 1.3 % 13/11/2024
Melanie DeStefano United States 1941750 0 1941750 0 1941750 1.2 % 13/11/2024
Jacob Westphal United States 0 932706 0 932706 932706 0.6 % 13/11/2024
Kyle Westphal United States 0 1430100 0 1430100 1430100 0.9 % 13/11/2024
Andrea Schmerin United States 1983967.844 0 1983967.844 0 1983967.844 1.3 % 13/11/2024
Mackenzie Lucas United States 1941750 0 1941750 0 1941750 1.2 % 13/11/2024
Samantha Lucas United States 1969895.229 0 1969895.229 0 1969895.229 1.3 % 13/11/2024
Melanie DeStefano United States 1941750 0 1941750 0 1941750 1.2 % 13/11/2024
Amanda Radcliffe United States 33183557.223 84210 33183557.223 84210 33267767.223 21.3 % 13/11/2024
Stefanie Thompson United States 32980934.588 0 32980934.588 0 32980934.588 21.1 % 13/11/2024
Jeffrey Westphal United States 8031822.237 84778 8031822.237 84778 8166600.237 5.2 % 13/11/2024
Christopher Thompson United States 5629.046 112580.918 5629.046 112580.918 118209.964 0.1 % 13/11/2024
Benjamin Schmerin United States 4221.784 0 4221.784 0 4221.784 0.1 % 13/11/2024
Conrad Radcliffe United States 0 2731647.377 0 2731647.377 2731647.377 1.8 % 13/11/2024
Kailey Radcliffe United States 2647437.377 2647437.377 2647437.377 2647437.377 5294874.754 3.4 % 13/11/2024
Antoinette Radcliffe United States 2647437.377 2647437.377 2647437.377 2647437.377 5294874.754 3.4 % 13/11/2024
Anne Marie Westphal United States 0 765074 0 765074 765074 0.5 % 13/11/2024
Jacob Westphal United States 0 932706 0 932706 932706 0.6 % 13/11/2024
Jenifer Westphal United States 0 84778 0 84778 84778 0.1 % 13/11/2024
Constance Thompson United States 0 112580.918 0 112580.918 112580.918 0.1 % 13/11/2024
BlackRock, Inc. Delaware 5017614 0 5007584 0 5007584 7.7 % 12/11/2024
BlackRock, Inc. Delaware 0 0 5007584 0 5007584 7.7 % 22/10/2024
The Vanguard Group Pennsylvania 0 101196 6568567 152748 6721315 10.28 % 02/10/2024
Alger Associates, Inc. New York 3390361 0 4416964 0 4416964 7.3 % 14/02/2024
JPMORGAN CHASE & Delaware 1847337 0 2145857 0 2145857 3.5 % 07/12/2023
Alger Associates, Inc. New York 2969579 0 3750112 0 3750112 7.7 % 14/02/2023
Alger Associates, Inc. New York 2969579 0 3750112 0 3750112 7.7 % 14/02/2023
Neuberger Berman Equity Funds Delaware 0 2631073 0 2631073 2631073 5.4 % 10/02/2023
Neuberger Berman Genesis Fund Delaware 0 2631073 0 2631073 2631073 5.4 % 10/02/2023
Neuberger Berman Group LLC Delaware 0 3873132 0 3914467 3914467 8.03 % 10/02/2023
Neuberger Berman Investment Advisers LLC Delaware 0 3873132 0 3914467 3914467 8.03 % 10/02/2023
JPMORGAN CHASE & Delaware 2260019 0 2569072 0 2569072 5.2 % 27/01/2023
Conestoga Small Cap Fund Delaware 1869290 0 1869290 0 1869290 3.84 % 19/01/2023
Conestoga Capital Advisors, LLC Delaware 2882789 0 3064839 0 3064839 6.29 % 19/01/2023
Tensile Capital Management GP LLC Delaware 0 5970258 0 5970258 5970258 12.26 % 05/08/2022
Arthur C. Young United States 0 5970258 0 5970258 5970258 12.26 % 05/08/2022
Douglas J. Dossey United States 0 5970258 0 5970258 5970258 12.26 % 05/08/2022
Tensile Capital Management LP Delaware 0 5970258 0 5970258 5970258 12.26 % 05/08/2022
Tensile Capital GP LLC Delaware 0 5970258 0 5970258 5970258 12.26 % 05/08/2022
Tensile Capital Partners Master Fund LP Cayman Islands 0 5970258 0 5970258 5970258 12.26 % 05/08/2022
Arthur C. Young United States 0 5970258 0 5970258 5970258 12.26 % 05/08/2022
Douglas J. Dossey United States 0 5970258 0 5970258 5970258 12.26 % 05/08/2022
Tensile Capital Management LP Delaware 0 5970258 0 5970258 5970258 12.26 % 05/08/2022
Tensile Capital Management GP LLC Delaware 0 5970258 0 5970258 5970258 12.26 % 05/08/2022
Tensile Capital GP LLC Delaware 0 5970258 0 5970258 5970258 12.26 % 05/08/2022
Tensile Capital Partners Master Fund LP Cayman Islands 0 5970258 0 5970258 5970258 12.26 % 05/08/2022
Capital International Investors Delaware 0 0 0 0 0 0 % 11/02/2022
Capital International Investors Delaware 0 0 0 0 0 0 % 11/02/2022
The Vanguard Group Pennsylvania For 0 7741 2594678 27141 2621819 6.43 % 10/02/2022
Massachusetts Financial Services Company ("MFS") Delaware 0 0 0 0 0 0 % 02/02/2022
Massachusetts Financial Services Company ("MFS") Delaware 0 0 0 0 0 0 % 02/02/2022
Fargo & Company Delaware 168 0 168 313 481 0 % 27/01/2022
JPMORGAN CHASE & Delaware 2342093 0 2618116 0 2618116 6.4 % 18/01/2022
Conestoga Capital Advisors, LLC Delaware 3336745 0 3494670 0 3494670 8.57 % 10/01/2022
Conestoga Small Cap Fund Delaware 2332790 0 2332790 0 2332790 5.72 % 10/01/2022
Conestoga Capital Advisors, LLC Delaware 3336745 0 3494670 0 3494670 8.57 % 10/01/2022
Conestoga Small Cap Fund Delaware 2332790 0 2332790 0 2332790 5.72 % 10/01/2022
Alger Associates, Inc. New York 4159485 0 4159485 0 4159485 10.2 % 10/01/2022
Alger Associates, Inc. New York 4159485 0 4159485 0 4159485 10.2 % 10/01/2022
JPMORGAN CHASE & Delaware 2539094 0 2807325 0 2807325 10.2 % 08/06/2021
Neuberger Berman Investment Advisers LLC Delaware 0 2988564 0 3015231 3015231 11.45 % 08/04/2021
Neuberger Berman Equity Funds Delaware 0 2041325 0 2041325 2041325 7.75 % 08/04/2021
Neuberger Berman Genesis Fund Delaware 0 2041325 0 2041325 2041325 7.75 % 08/04/2021
Neuberger Berman Group LLC Delaware 0 2988564 0 3015231 3015231 11.45 % 08/04/2021
Alger Associates, Inc. New York 20847921 0 20847921 0 20847921 8.12 % 16/02/2021
Alger Associates, Inc. New York 20847921 0 20847921 0 20847921 8.12 % 16/02/2021
Alger Group Holdings, LLC Delaware 20847921 0 20847921 0 20847921 8.12 % 16/02/2021
Alger Group Holdings, LLC Delaware 20847921 0 20847921 0 20847921 8.12 % 16/02/2021
Capital International Investors Delaware 1517306 0 1517306 0 1517306 5.9 % 16/02/2021
Capital International Investors Delaware 1517306 0 1517306 0 1517306 5.9 % 16/02/2021
Capital International Investors Delaware 1517306 0 1517306 0 1517306 5.9 % 16/02/2021
Capital International Investors Delaware 1517306 0 1517306 0 1517306 5.9 % 16/02/2021
Viking Long Fund Master Ltd. Cayman Islands 0 0 0 0 0 0 % 12/02/2021
Viking Global Equities II LP Delaware 0 0 0 0 0 0 % 12/02/2021
Viking Global Equities Master Ltd. Cayman Islands 0 0 0 0 0 0 % 12/02/2021
Viking Long Fund GP LLC Delaware 0 0 0 0 0 0 % 12/02/2021
O. Andreas Halvorsen Norway 0 0 0 0 0 0 % 12/02/2021
David C. Ott United States 0 0 0 0 0 0 % 12/02/2021
Rose S. Shabet United States 0 0 0 0 0 0 % 12/02/2021
Viking Global Investors LP Delaware 0 0 0 0 0 0 % 12/02/2021
Viking Global Performance LLC Delaware 0 0 0 0 0 0 % 12/02/2021
Benjamin Schmerin United States 4221.784 0 4221.784 0 4221.784 0.1 % 12/02/2021
Antoinette Radcliffe United States 0 5294874.754 0 5294874.754 5294874.754 3.6 % 12/02/2021
Anne Marie Westphal United States 0 2307547.706 0 2307547.706 2307547.706 1.6 % 12/02/2021
Kyle Westphal United States 0 2589000 0 2589000 2589000 1.8 % 12/02/2021
Jacob Westphal United States 0 2589000 0 2589000 2589000 1.8 % 12/02/2021
Samantha Lucas United States 1969895.229 0 1969895.229 0 1969895.229 1.3 % 12/02/2021
Christopher Thompson United States 5629.046 112580.918 5629.046 112580.918 118209.964 0.1 % 12/02/2021
Jeffrey Westphal United States 29902181.237 0 29902181.237 0 29902181.237 20.3 % 12/02/2021
Stefanie Thompson United States 34520799.588 0 34520799.588 0 34520799.588 23.4 % 12/02/2021
Conrad Radcliffe United States 0 8026522.131 0 8026522.131 8026522.131 5.5 % 12/02/2021
Kailey Radcliffe United States 0 5294874.754 0 5294874.754 5294874.754 3.6 % 12/02/2021
Mackenzie Lucas United States 1941750 0 1941750 0 1941750 1.3 % 12/02/2021
Andrea Schmerin United States 1983967.844 0 1983967.844 0 1983967.844 1.3 % 12/02/2021
Constance Thompson United States 0 112580.918 0 112580.918 112580.918 0.1 % 12/02/2021
Nicholas Shuhan United States 0 281452.294 0 281452.294 281452.294 0.2 % 12/02/2021
Amanda Radcliffe United States 32348597.223 84210 32348597.223 84210 32432807.223 22 % 12/02/2021
Melanie Lucas United States 1941750 0 1941750 0 1941750 1.3 % 12/02/2021
Neuberger Berman Genesis Fund Delaware 0 1594707 0 1594707 1594707 6.21 % 11/02/2021
Neuberger Berman Equity Funds Delaware 0 1594707 0 1594707 1594707 6.21 % 11/02/2021
Neuberger Berman Investment Advisers LLC Delaware 0 2308483 0 2329224 2329224 9.07 % 11/02/2021
Neuberger Berman Group LLC Delaware 0 2308483 0 2329224 2329224 9.07 % 11/02/2021
Massachusetts Financial Services Company ("MFS") Delaware 1836313 0 1836313 0 1836313 7.1 % 11/02/2021
Massachusetts Financial Services Company ("MFS") Delaware 1836313 0 1836313 0 1836313 7.1 % 11/02/2021
The Vanguard Group Pennsylvania For 0 12559 1917691 31856 1949547 7.59 % 10/02/2021
JPMORGAN CHASE & Delaware 1612950 0 1722514 0 1722514 6.7 % 19/01/2021
I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (ENTITIES ONLY) 22-3865089 Delaware 1776275 0 1776275 0 1776275 6.91 % 07/01/2021
I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (ENTITIES ONLY) 23-3072906 Delaware 2572160 0 2714560 0 2714560 10.57 % 07/01/2021
Conestoga Small Cap Fund Delaware 1756000 0 1756000 0 1756000 6.84 % 09/12/2020
Conestoga Capital Advisors, LLC Delaware 2549290 0 2691690 0 2691.69 0 % 09/12/2020
Viking Long Fund GP LLC Delaware 0 467912 0 467912 467912 2.1 % 10/08/2020
Rose S. Shabet United States 0 1852269 0 1852269 1852269 8.2 % 10/08/2020
David C. Ott United States 0 1852269 0 1852269 1852269 8.2 % 10/08/2020
O. Andreas Halvorsen Norway 0 1852269 0 1852269 1852269 8.2 % 10/08/2020
Viking Long Fund Master Ltd. Cayman Islands 0 467912 0 467912 467912 2.1 % 10/08/2020
Viking Long Fund GP LLC Delaware 0 467912 0 467912 467912 2.1 % 10/08/2020
Viking Global Equities Master Ltd. Cayman Islands 0 1356670 0 1356670 1356670 6 % 10/08/2020
Viking Global Equities II LP Delaware 0 27687 0 27687 27687 0.1 % 10/08/2020
Viking Global Performance LLC Delaware 0 1384357 0 1384357 1384357 6.1 % 10/08/2020
Viking Global Investors LP Delaware 0 1852269 0 1852269 1852269 8.2 % 10/08/2020
Rose S. Shabet United States 0 1852269 0 1852269 1852269 8.2 % 10/08/2020
Viking Long Fund Master Ltd. Cayman Islands 0 467912 0 467912 467912 2.1 % 10/08/2020
O. Andreas Halvorsen Norway 0 1852269 0 1852269 1852269 8.2 % 10/08/2020
Viking Global Investors LP Delaware 0 1852269 0 1852269 1852269 8.2 % 10/08/2020
Viking Global Performance LLC Delaware 0 1384357 0 1384357 1384357 6.1 % 10/08/2020
David C. Ott United States 0 1852269 0 1852269 1852269 8.2 % 10/08/2020
Viking Global Equities II LP Delaware 0 27687 0 27687 27687 0.1 % 10/08/2020
Viking Global Equities Master Ltd. Cayman Islands 0 1356670 0 1356670 1356670 6 % 10/08/2020

Senat trading

Bureau Date de la transaction Date de réception Type Montant Commentaire

Senat Divulgation

Représentant Date de la transaction Date de divulgation Type Montant District