Item Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 is > 10% Shareholder of Vertex, Inc.. Currently has a direct ownership of 1.43 Million shares of VERX, which is worth approximately $52 Million. The most recent transaction as insider was on Aug 26, 2024, when has been sold 158,900 shares (Class A Common Stock) at a price of $37.27 per share, resulting in proceeds of $5,922,203. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 1.43M
10.0% 3M change
44.76% 12M change
Total Value Held $52 Million

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

Date Transaction Value Shares Traded Shares Held Form
Aug 26 2024
SELL
Open market or private sale
$5,922,203 $37.27 p/Share
158,900 Reduced 10.0%
1,430,100 Class A Common Stock
Nov 13 2023
SELL
Open market or private sale
$547,000 $27.35 p/Share
20,000 Reduced 1.24%
1,589,000 Class A Common Stock
Nov 10 2023
SELL
Open market or private sale
$7,607,600 $27.17 p/Share
280,000 Reduced 14.82%
1,609,000 Class A Common Stock
Nov 08 2023
SELL
Open market or private sale
$2,393,256 $22.72 p/Share
105,337 Reduced 5.28%
1,889,000 Class A Common Stock
Nov 07 2023
SELL
Open market or private sale
$3,638,787 $23.12 p/Share
157,387 Reduced 7.31%
1,994,337 Class A Common Stock
Nov 06 2023
SELL
Open market or private sale
$2,811,994 $22.29 p/Share
126,155 Reduced 5.54%
2,151,724 Class A Common Stock
Nov 03 2023
SELL
Open market or private sale
$3,929,338 $23.36 p/Share
168,208 Reduced 6.88%
2,277,879 Class A Common Stock
Nov 02 2023
SELL
Open market or private sale
$1,859,820 $23.33 p/Share
79,718 Reduced 3.16%
2,446,087 Class A Common Stock
Nov 01 2023
SELL
Open market or private sale
$1,491,402 $23.6 p/Share
63,195 Reduced 2.44%
2,525,805 Class A Common Stock
Mar 31 2023
BUY
Conversion of derivative security
-
2,589,000 Added 50.0%
2,589,000 Class A Common Stock
ISI

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

> 10% Shareholder
King Of Prussia, PA

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