ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001 sold 8.9% of their position (75.17K shares) of VERTEX, INC. on the open market
Open‑market sale worth $3.02M — a moderate reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 2 sales
Filed: 10/15/2024ACC: 0001104659-24-108717
InsiderITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001CIK 1818852
→10% OwnerOther
Since Jul 2020
-75.17K
Net shares
Net seller
$3.02M
Total sold
2
Open market trades
0B · 2S
2
Total transactions
75.17K disposed
Non-Derivative Transactions2
Class A Common Stock
Direct
Shares
−32.41K
Price / share
$39.73
Trade value
$1.29M
% of position
3.9%
10/10/2024
840.25K→807.84K
Class A Common Stock
Direct
Shares
−42.77K
Price / share
$40.48
Trade value
$1.73M
% of position
5.3%
10/11/2024
807.84K→765.07K
Total
Net shares
−75.17K
Net value
-$3.02M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 10/10/2024 | S · Sale | −32.41K | $39.73 | $1.29M | 3.9% | 840.25K | 807.84K |
| Class A Common Stock Direct | 10/11/2024 | S · Sale | −42.77K | $40.48 | $1.73M | 5.3% | 807.84K | 765.07K |
| Total | −75.17K | -$3.02M | ||||||
Derivative Transactions0
No derivative transactions reported