Butler Lisa — SEC Form 4 filings
SEC reporting owner CIK 1819414. 4 Form 4 filings on record with FilingPulse; latest filed 2024-03-18.
Transaction summary — filings shown
Covers all 4 filings on record, filed 2024-02-15 to 2024-03-18. 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): 1 leg across 1 filing — 8,290 shares, $245,616 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 9.
- Largest priced transaction: sale of 8,290 shares @ $29.63 ($245,616) in Vertex, Inc., filed 2024-03-18.
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) | CHIEF ACCOUNTING OFFICER | 4 | — | 1 leg · 8,290 sh · $245,616 | 9 |
Form 4 filings — Butler Lisa
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2024-03-18 | 4 | Vertex, Inc. (VERX) | Sale (S): 8,290 @ $29.63 | EDGAR |
| 2024-03-05 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 576 @ $0 · Tax withholding (F): 165 @ $33.55 · Option exercise (M): 576 (derivative) @ $0 | EDGAR |
| 2024-02-27 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 6,854 @ $0 · Tax withholding (F): 1,943 @ $24.71 · Option exercise (M): 6,854 (derivative) @ $0 | EDGAR |
| 2024-02-15 | 4 | Vertex, Inc. (VERX) | Option exercise (M): 4,484 @ $0 · Tax withholding (F): 1,516 @ $26.58 · Option exercise (M): 4,484 (derivative) @ $0 | 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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