ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
SEC insider (Form 3/4/5 filer). CIK 0001819244. 10% Owner at Vertex, Inc. (VERX). 7 reported Form 4/5 transactions since Sep 2024; latest on Mar 9, 2026. Located in KING OF PRUSSIA, PA.
Companies ITEM SECOND IRR. TRUST FBO KYLE R. 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 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)
- Mar 9, 2026VERX
Vertex, Inc.
PurchaseDirect10K shares at avg. $15.05$150K - Jan 23, 2025VERX
Vertex, Inc.
SaleDirect18.2K shares at avg. $56.52$1.0M - Jan 22, 2025VERX
Vertex, Inc.
SaleDirect53.8K shares at avg. $56.48$3.0M - Dec 10, 2024VERX
Vertex, Inc.
SaleDirect61.7K shares at avg. $54.98$3.4M - Dec 9, 2024VERX
Vertex, Inc.
SaleDirect13.3K shares at avg. $55.13$736K - Nov 21, 2024VERX
Vertex, Inc.
SaleDirect31K shares at avg. $53.13$1.6M - Nov 20, 2024VERX
Vertex, Inc.
SaleDirect41K shares at avg. $52.16$2.1M
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Mar 9, 2026 | VERX Vertex, Inc. | Purchase | 10,000 | $15.05 | $150,477 | Direct |
| Jan 23, 2025 | VERX Vertex, Inc. | Sale | 18,157 | $56.52 | $1,026,234 | Direct |
| Jan 22, 2025 | VERX Vertex, Inc. | Sale | 53,843 | $56.48 | $3,041,053 | Direct |
| Dec 10, 2024 | VERX Vertex, Inc. | Sale | 61,654 | $54.98 | $3,389,737 | Direct |
| Dec 9, 2024 | VERX Vertex, Inc. | Sale | 13,346 | $55.13 | $735,765 | Direct |
| Nov 21, 2024 | VERX Vertex, Inc. | Sale | 31,034 | $53.13 | $1,648,750 | Direct |
| Nov 20, 2024 | VERX Vertex, Inc. | Sale | 40,966 | $52.16 | $2,136,987 | Direct |
1-7 of 7 transactions