ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001

CIK: 0001819244

Transaction Breakdown

Open Market Buys (P)1 (14.3%)

High conviction signal

Open Market Sales (S)6 (85.7%)

Position reduction

Option Exercises (M)0 (0.0%)

Derivative conversions

Awards (A)0 (0.0%)

Compensation grants

Other (G, F, J, C, D, …)0 (0.0%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (1)

VERX

Vertex, Inc.

10% Owner

Discretionary Trading P&L

Holdings

Transaction History (7 total)

VERX
Vertex, Inc.
Mar 9, 2026
Purchase(P)
Direct
10K shares at avg. $15.05$150K
VERX
Vertex, Inc.
Jan 23, 2025
Sale(S)
Direct
18.2K shares at avg. $56.52$1.0M
VERX
Vertex, Inc.
Jan 22, 2025
Sale(S)
Direct
53.8K shares at avg. $56.48$3.0M
VERX
Vertex, Inc.
Dec 10, 2024
Sale(S)
Direct
61.7K shares at avg. $54.98$3.4M
VERX
Vertex, Inc.
Dec 9, 2024
Sale(S)
Direct
13.3K shares at avg. $55.13$736K
VERX
Vertex, Inc.
Nov 21, 2024
Sale(S)
Direct
31K shares at avg. $53.13$1.6M
VERX
Vertex, Inc.
Nov 20, 2024
Sale(S)
Direct
41K shares at avg. $52.16$2.1M

		Type	Shares	Price		Ownership
Mar 9, 2026	VERX Vertex, Inc.	Purchase(P)	10,000	$15.05	$150,477	Direct
Jan 23, 2025	VERX Vertex, Inc.	Sale(S)	18,157	$56.52	$1,026,234	Direct
Jan 22, 2025	VERX Vertex, Inc.	Sale(S)	53,843	$56.48	$3,041,053	Direct
Dec 10, 2024	VERX Vertex, Inc.	Sale(S)	61,654	$54.98	$3,389,737	Direct
Dec 9, 2024	VERX Vertex, Inc.	Sale(S)	13,346	$55.13	$735,765	Direct
Nov 21, 2024	VERX Vertex, Inc.	Sale(S)	31,034	$53.13	$1,648,750	Direct
Nov 20, 2024	VERX Vertex, Inc.	Sale(S)	40,966	$52.16	$2,136,987	Direct

1-7 of 7 transactions

About ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001

ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 (SEC CIK 0001819244) files insider reports with the SEC as 10% Owner of Vertex, Inc. (VERX).

Signal8 holds 4 ownership filings by ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001, all Form 4s, filed between Nov 21, 2024 and Mar 9, 2026. Those filings report 7 transactions, from Nov 20, 2024 to Mar 9, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001's filings is in KING OF PRUSSIA, PA.

Recent filings by ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001

Mar 9, 2026: Open-market purchase of VERX shares (Form 4, code P).
Jan 23, 2025: Open-market sale of VERX shares (Form 4, code S).
Jan 22, 2025: Open-market sale of VERX shares (Form 4, code S).
Dec 10, 2024: Open-market sale of VERX shares (Form 4, code S).
Dec 9, 2024: Open-market sale of VERX shares (Form 4, code S).

Other insiders filing for Vertex, Inc. (VERX)

How to read Form 4 transaction codes