2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN — SEC Form 4 filings
SEC reporting owner CIK 1818827. 6 Form 4 filings on record with FilingPulse; latest filed 2024-03-28.
Transaction summary — filings shown
Covers all 6 filings on record, filed 2024-03-05 to 2024-03-28. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 16 legs across 6 filings — 281,452 shares, $8,570,176 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 0.
- Largest priced transaction: sale of 50,669 shares @ $30.23 ($1,531,927) in Vertex, Inc., filed 2024-03-28.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Vertex, Inc. (VERX) | 10% owner | 6 | — | 16 legs · 281,452 sh · $8,570,176 | — |
Form 4 filings — 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2024-03-28 | 4 | Vertex, Inc. (VERX) | Sale (S): 50,669 @ $30.23 · Sale (S): 30,692 @ $30.22 | EDGAR |
| 2024-03-25 | 4 | Vertex, Inc. (VERX) | Sale (S): 100 @ $30 · Sale (S): 47,522 @ $30.09 | EDGAR |
| 2024-03-20 | 4 | Vertex, Inc. (VERX) | Sale (S): 6,954 @ $30.05 · Sale (S): 30,954 @ $30.06 · Sale (S): 10,926 @ $30.04 | EDGAR |
| 2024-03-14 | 4 | Vertex, Inc. (VERX) | Sale (S): 9,859 @ $30.01 · Sale (S): 1,412 @ $30.00 · Sale (S): 8,558 @ $30.01 | EDGAR |
| 2024-03-08 | 4 | Vertex, Inc. (VERX) | Sale (S): 10,500 @ $30.01 · Sale (S): 19,928 @ $30.06 · Sale (S): 19,705 @ $30.14 | EDGAR |
| 2024-03-05 | 4 | Vertex, Inc. (VERX) | Sale (S): 26,685 @ $33.62 · Sale (S): 100 @ $32 · Sale (S): 6,888 @ $30.01 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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