ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001 sold 12.9% of their position (124.83K shares) of VERTEX, INC. on the open market
Open‑market sale worth $5.14M — a moderate reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 3 sales
Filed: 10/9/2024ACC: 0001104659-24-107419
InsiderITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001CIK 1818852
→10% OwnerOther
Since Jul 2020
-124.83K
Net shares
Net seller
$5.14M
Total sold
3
Open market trades
0B · 3S
3
Total transactions
124.83K disposed
Non-Derivative Transactions3
Class A Common Stock
Direct
Shares
−48.14K
Price / share
$41.02
Trade value
$1.97M
% of position
5.0%
10/7/2024
965.07K→916.94K
Class A Common Stock
Direct
Shares
−27.73K
Price / share
$41.32
Trade value
$1.15M
% of position
3.0%
10/8/2024
916.94K→889.21K
Class A Common Stock
Direct
Shares
−48.96K
Price / share
$41.31
Trade value
$2.02M
% of position
5.5%
10/9/2024
889.21K→840.25K
Total
Net shares
−124.83K
Net value
-$5.14M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 10/7/2024 | S · Sale | −48.14K | $41.02 | $1.97M | 5.0% | 965.07K | 916.94K |
| Class A Common Stock Direct | 10/8/2024 | S · Sale | −27.73K | $41.32 | $1.15M | 3.0% | 916.94K | 889.21K |
| Class A Common Stock Direct | 10/9/2024 | S · Sale | −48.96K | $41.31 | $2.02M | 5.5% | 889.21K | 840.25K |
| Total | −124.83K | -$5.14M | ||||||
Derivative Transactions0
No derivative transactions reported