Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Vertex, Inc. (VERX) insider trading activity

VERX Quotes by TradingView

Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 is > 10% Shareholder of Vertex, Inc.. Currently has a direct ownership of 615,073 shares of VERX, which is worth approximately $33.1 Million. The most recent transaction as insider was on Mar 13, 2023, when has been sold 17,376 shares (Class A Common Stock) at a price of $18.21 per share, resulting in proceeds of $316,416. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 615K
36.27% 3M change
65.97% 12M change
Total Value Held $33.1 Million

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 Transaction History

Date Transaction Value Shares Traded Shares Held Form
Mar 13 2023
SELL
Open market or private sale
$316,416 $18.21 p/Share
17,376 Reduced 3.5%
479,686 Class A Common Stock
Mar 10 2023
SELL
Open market or private sale
$53,089 $18.07 p/Share
2,938 Reduced 0.59%
497,062 Class A Common Stock
Nov 16 2022
BUY
Conversion of derivative security
-
500,000 Added 50.0%
500,000 Class A Common Stock
ISI

Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001

> 10% Shareholder
King Of Prussia, PA

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