Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 is > 10% Shareholder of Vertex, Inc.. Currently has a direct ownership of 782,706 shares of VERX, which is worth approximately $42.1 Million. The most recent transaction as insider was on Nov 11, 2024, when has been sold 8,485 shares (Class A Common Stock) at a price of $49.5 per share, resulting in proceeds of $420,007. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 783K
34.65% 3M change
62.53% 12M change
Total Value Held $42.1 Million

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

Date Transaction Value Shares Traded Shares Held Form
Nov 11 2024
SELL
Open market or private sale
$420,007 $49.5 p/Share
8,485 Reduced 1.07%
782,706 Class A Common Stock
Nov 08 2024
SELL
Open market or private sale
$6,009,998 $52.32 p/Share
114,870 Reduced 12.68%
791,191 Class A Common Stock
Nov 07 2024
SELL
Open market or private sale
$1,369,553 $51.4 p/Share
26,645 Reduced 2.86%
906,061 Class A Common Stock
Oct 14 2024
SELL
Open market or private sale
$2,300,202 $40.77 p/Share
56,419 Reduced 5.7%
932,706 Class A Common Stock
Oct 11 2024
SELL
Open market or private sale
$1,866,047 $40.48 p/Share
46,098 Reduced 4.45%
989,125 Class A Common Stock
Oct 10 2024
SELL
Open market or private sale
$1,296,350 $39.73 p/Share
32,629 Reduced 3.06%
1,035,223 Class A Common Stock
Oct 09 2024
SELL
Open market or private sale
$2,028,899 $41.31 p/Share
49,114 Reduced 4.4%
1,067,852 Class A Common Stock
Oct 08 2024
SELL
Open market or private sale
$1,158,075 $41.32 p/Share
28,027 Reduced 2.45%
1,116,966 Class A Common Stock
Oct 07 2024
SELL
Open market or private sale
$2,162,287 $41.02 p/Share
52,713 Reduced 4.4%
1,144,993 Class A Common Stock
Mar 25 2024
SELL
Open market or private sale
$85,855 $30.03 p/Share
2,859 Reduced 0.24%
1,197,706 Class A Common Stock
Mar 21 2024
SELL
Open market or private sale
$3,000 $30.0 p/Share
100 Reduced 0.01%
1,200,565 Class A Common Stock
Mar 20 2024
SELL
Open market or private sale
$329,088 $30.04 p/Share
10,955 Reduced 0.9%
1,200,665 Class A Common Stock
Mar 19 2024
SELL
Open market or private sale
$937,060 $30.06 p/Share
31,173 Reduced 2.51%
1,211,620 Class A Common Stock
Mar 18 2024
SELL
Open market or private sale
$209,288 $30.04 p/Share
6,967 Reduced 0.56%
1,242,793 Class A Common Stock
Mar 14 2024
SELL
Open market or private sale
$256,225 $30.01 p/Share
8,538 Reduced 0.68%
1,249,760 Class A Common Stock
Mar 13 2024
SELL
Open market or private sale
$39,000 $30.0 p/Share
1,300 Reduced 0.1%
1,258,298 Class A Common Stock
Mar 12 2024
SELL
Open market or private sale
$292,567 $30.01 p/Share
9,749 Reduced 0.77%
1,259,598 Class A Common Stock
Mar 08 2024
SELL
Open market or private sale
$594,873 $30.14 p/Share
19,737 Reduced 1.53%
1,269,347 Class A Common Stock
Mar 07 2024
SELL
Open market or private sale
$601,470 $30.06 p/Share
20,009 Reduced 1.53%
1,289,084 Class A Common Stock
Mar 06 2024
SELL
Open market or private sale
$315,105 $30.01 p/Share
10,500 Reduced 0.8%
1,309,093 Class A Common Stock
Mar 05 2024
SELL
Open market or private sale
$243,450 $30.0 p/Share
8,115 Reduced 0.61%
1,319,593 Class A Common Stock
Mar 04 2024
SELL
Open market or private sale
$7,764,612 $30.34 p/Share
255,920 Reduced 16.16%
1,327,708 Class A Common Stock
Mar 01 2024
SELL
Open market or private sale
$472,739 $33.58 p/Share
14,078 Reduced 0.88%
1,583,628 Class A Common Stock
Dec 13 2023
SELL
Open market or private sale
$321,252 $28.18 p/Share
11,400 Reduced 0.71%
1,597,706 Class A Common Stock
Dec 12 2023
SELL
Open market or private sale
$1,422,343 $28.91 p/Share
49,199 Reduced 2.97%
1,609,106 Class A Common Stock
ISI

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

> 10% Shareholder
King Of Prussia, PA

Track Institutional and Insider Activities on VERX

Follow Vertex, Inc. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells VERX shares.

Notify only if

Insider Trading

Get notified when an Vertex, Inc. insider buys or sells VERX shares.

Notify only if

News

Receive news related to Vertex, Inc.

Track Activities on VERX