ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
SEC insider (Form 3/4/5 filer). CIK 0001818852. 10% Owner at Vertex, Inc. (VERX). 14 reported Form 4/5 transactions since Sep 2024; latest on Jun 24, 2025. Located in KING OF PRUSSIA, PA.
Companies ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 has filed insider reports for
- Vertex, Inc. (VERX): 10% Owner
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
CIK: 0001818852
Transaction Breakdown
Open Market Buys (P)0 (0.0%)
High conviction signal
Open Market Sales (S)13 (92.9%)
Position reduction
Option Exercises (M)0 (0.0%)
Derivative conversions
Awards (A)0 (0.0%)
Compensation grants
Other (G, F, J, C, D, …)1 (7.1%)
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 (14 total)
- Jun 24, 2025VERX
Vertex, Inc.
SaleDirect14.4K shares at avg. $35.24$508K - Jun 23, 2025VERX
Vertex, Inc.
SaleDirect510 shares at avg. $35.00$18K - Jun 20, 2025VERX
Vertex, Inc.
SaleDirect8.8K shares at avg. $35.12$310K - Jun 18, 2025VERX
Vertex, Inc.
SaleDirect157.9K shares at avg. $35.93$5.7M - Jun 17, 2025VERX
Vertex, Inc.
SaleDirect145.1K shares at avg. $37.16$5.4M - Jun 16, 2025VERX
Vertex, Inc.
SaleDirect78.2K shares at avg. $36.87$2.9M - Dec 23, 2024VERX
Vertex, Inc.
GiftDirect37K shares- - Nov 8, 2024VERX
Vertex, Inc.
SaleDirect58.8K shares at avg. $52.26$3.1M - Nov 7, 2024VERX
Vertex, Inc.
SaleDirect91.2K shares at avg. $51.44$4.7M - Oct 11, 2024VERX
Vertex, Inc.
SaleDirect42.8K shares at avg. $40.48$1.7M
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Jun 24, 2025 | VERX Vertex, Inc. | Sale | 14,425 | $35.24 | $508,389 | Direct |
| Jun 23, 2025 | VERX Vertex, Inc. | Sale | 510 | $35.00 | $17,850 | Direct |
| Jun 20, 2025 | VERX Vertex, Inc. | Sale | 8,832 | $35.12 | $310,172 | Direct |
| Jun 18, 2025 | VERX Vertex, Inc. | Sale | 157,874 | $35.93 | $5,672,634 | Direct |
| Jun 17, 2025 | VERX Vertex, Inc. | Sale | 145,111 | $37.16 | $5,392,470 | Direct |
| Jun 16, 2025 | VERX Vertex, Inc. | Sale | 78,248 | $36.87 | $2,884,722 | Direct |
| Dec 23, 2024 | VERX Vertex, Inc. | Gift | 37,000 | - | $0 | Direct |
| Nov 8, 2024 | VERX Vertex, Inc. | Sale | 58,780 | $52.26 | $3,072,113 | Direct |
| Nov 7, 2024 | VERX Vertex, Inc. | Sale | 91,220 | $51.44 | $4,692,311 | Direct |
| Oct 11, 2024 | VERX Vertex, Inc. | Sale | 42,765 | $40.48 | $1,731,337 | Direct |
1-10 of 14 transactions