ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001 sold 19.6% of their position (150K shares) of VERTEX, INC. on the open market
Open‑market sale worth $7.76M — a significant reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 2 sales
Filed: 11/12/2024ACC: 0001104659-24-116974
InsiderITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001CIK 1818852
→10% OwnerOther
Since Jul 2020
-150K
Net shares
Net seller
$7.76M
Total sold
2
Open market trades
0B · 2S
2
Total transactions
150K disposed
Non-Derivative Transactions2
Class A Common Stock
Direct
Shares
−91.22K
Price / share
$51.44
Trade value
$4.69M
% of position
11.9%
11/7/2024
765.07K→673.85K
Class A Common Stock
Direct
Shares
−58.78K
Price / share
$52.26
Trade value
$3.07M
% of position
8.7%
11/8/2024
673.85K→615.07K
Total
Net shares
−150K
Net value
-$7.76M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 11/7/2024 | S · Sale | −91.22K | $51.44 | $4.69M | 11.9% | 765.07K | 673.85K |
| Class A Common Stock Direct | 11/8/2024 | S · Sale | −58.78K | $52.26 | $3.07M | 8.7% | 673.85K | 615.07K |
| Total | −150K | -$7.76M | ||||||
Derivative Transactions0
No derivative transactions reported