ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001

PrivateCIK: 1818852

Location

KING OF PRUSSIA, PA

SAUNDERS PHILIP SETH

→VERTEX, INC.

Jun 12, 2026·Jun 12, 2026

1 txn

YOUNG CHRISTOPHER DAVID

→VERTEX, INC.

Feb 25, 2026·Feb 25, 2026

1 txn

WESTPHAL JEFFREY

→VERTEX, INC.

Feb 18, 2026·Feb 18, 2026

5 txn

YOUNG CHRISTOPHER DAVID

→VERTEX, INC.

Dec 3, 2025·Dec 3, 2025

1 txn

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001

→VERTEX, INC.

Jun 24, 2025·Jun 24, 2025

3 txn

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001

→VERTEX, INC.

Jun 18, 2025·Jun 18, 2025

3 txn

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001

144

→VERTEX, INC.

Jun 16, 2025·Jun 16, 2025

WESTPHAL JEFFREY

→VERTEX, INC.

Jun 11, 2025·Jun 11, 2025

11 txn

WESTPHAL JEFFREY

144

→VERTEX, INC.

Jun 9, 2025·Jun 9, 2025

WESTPHAL JEFFREY

→VERTEX, INC.

Jan 3, 2025·Jan 3, 2025

5 txn

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001

→VERTEX, INC.

Dec 26, 2024·Dec 26, 2024

1 txn

WESTPHAL JEFFREY

→VERTEX, INC.

Dec 26, 2024·Dec 26, 2024

5 txn

WESTPHAL JEFFREY

→VERTEX, INC.

Dec 16, 2024·Dec 16, 2024

7 txn

WESTPHAL JEFFREY

144

→VERTEX, INC.

Dec 12, 2024·Dec 12, 2024

-3

WESTPHAL JEFFREY

→VERTEX, INC.

Nov 13, 2024·Nov 13, 2024

7 txn

WESTPHAL JEFFREY

144

→VERTEX, INC.

Nov 12, 2024·Nov 12, 2024

-2

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001

→VERTEX, INC.

Nov 12, 2024·Nov 12, 2024

2 txn

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001

→VERTEX, INC.

Oct 15, 2024·Oct 15, 2024

2 txn

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001

→VERTEX, INC.

Oct 9, 2024·Oct 9, 2024

3 txn

WESTPHAL JEFFREY

→VERTEX, INC.

Oct 7, 2024·Oct 7, 2024

7 txn

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001

144

→VERTEX, INC.

Oct 4, 2024·Oct 4, 2024

WESTPHAL JEFFREY

144

→VERTEX, INC.

Oct 3, 2024·Oct 3, 2024

-2

WESTPHAL JEFFREY

→VERTEX, INC.

Jul 24, 2024·Jul 24, 2024

2 txn

WESTPHAL JEFFREY

144

→VERTEX, INC.

Jul 23, 2024·Jul 23, 2024

-2

WESTPHAL JEFFREY

→VERTEX, INC.

Jun 7, 2024·Jun 7, 2024

2 txn

Page 1 of 4 · 85 total

Filer	Form	Target	Filed	Activity
SAUNDERS PHILIP SETHCIK · 1371044	4 Trade	VERTEX, INC.CIK · 1806837	Jun 12, 2026 Jun 12, 2026	1txn
YOUNG CHRISTOPHER DAVIDCIK · 1647655	4 Trade	VERTEX, INC.CIK · 1806837	Feb 25, 2026 Feb 25, 2026	1txn
WESTPHAL JEFFREYCIK · 1818851	4 Trade	VERTEX, INC.CIK · 1806837	Feb 18, 2026 Feb 18, 2026	5txn
YOUNG CHRISTOPHER DAVIDCIK · 1647655	4 Trade	VERTEX, INC.CIK · 1806837	Dec 3, 2025 Dec 3, 2025	1txn
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001CIK · 1818852	4 Trade	VERTEX, INC.CIK · 1806837	Jun 24, 2025 Jun 24, 2025	3txn
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001CIK · 1818852	4 Trade	VERTEX, INC.CIK · 1806837	Jun 18, 2025 Jun 18, 2025	3txn
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001CIK · 1818852	144 Sale	VERTEX, INC.CIK · 1806837	Jun 16, 2025 Jun 16, 2025	—
WESTPHAL JEFFREYCIK · 1818851	4 Trade	VERTEX, INC.CIK · 1806837	Jun 11, 2025 Jun 11, 2025	11txn
WESTPHAL JEFFREYCIK · 1818851	144 Sale	VERTEX, INC.CIK · 1806837	Jun 9, 2025 Jun 9, 2025	—
WESTPHAL JEFFREYCIK · 1818851	4 Trade	VERTEX, INC.CIK · 1806837	Jan 3, 2025 Jan 3, 2025	5txn
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001CIK · 1818852	4 Trade	VERTEX, INC.CIK · 1806837	Dec 26, 2024 Dec 26, 2024	1txn
WESTPHAL JEFFREYCIK · 1818851	4 Trade	VERTEX, INC.CIK · 1806837	Dec 26, 2024 Dec 26, 2024	5txn
WESTPHAL JEFFREYCIK · 1818851	4 Trade	VERTEX, INC.CIK · 1806837	Dec 16, 2024 Dec 16, 2024	7txn
WESTPHAL JEFFREYCIK · 1818851	144 Sale	VERTEX, INC.CIK · 1806837	Dec 12, 2024 Dec 12, 2024	—
WESTPHAL JEFFREYCIK · 1818851	4 Trade	VERTEX, INC.CIK · 1806837	Nov 13, 2024 Nov 13, 2024	7txn
WESTPHAL JEFFREYCIK · 1818851	144 Sale	VERTEX, INC.CIK · 1806837	Nov 12, 2024 Nov 12, 2024	—
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001CIK · 1818852	4 Trade	VERTEX, INC.CIK · 1806837	Nov 12, 2024 Nov 12, 2024	2txn
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001CIK · 1818852	4 Trade	VERTEX, INC.CIK · 1806837	Oct 15, 2024 Oct 15, 2024	2txn
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001CIK · 1818852	4 Trade	VERTEX, INC.CIK · 1806837	Oct 9, 2024 Oct 9, 2024	3txn
WESTPHAL JEFFREYCIK · 1818851	4 Trade	VERTEX, INC.CIK · 1806837	Oct 7, 2024 Oct 7, 2024	7txn
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001CIK · 1818852	144 Sale	VERTEX, INC.CIK · 1806837	Oct 4, 2024 Oct 4, 2024	—
WESTPHAL JEFFREYCIK · 1818851	144 Sale	VERTEX, INC.CIK · 1806837	Oct 3, 2024 Oct 3, 2024	—
WESTPHAL JEFFREYCIK · 1818851	4 Trade	VERTEX, INC.CIK · 1806837	Jul 24, 2024 Jul 24, 2024	2txn
WESTPHAL JEFFREYCIK · 1818851	144 Sale	VERTEX, INC.CIK · 1806837	Jul 23, 2024 Jul 23, 2024	—
WESTPHAL JEFFREYCIK · 1818851	4 Trade	VERTEX, INC.CIK · 1806837	Jun 7, 2024 Jun 7, 2024	2txn

Page 1 of 4 · 85 total