ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001 sold 65.9% of their position (381.23K shares) of VERTEX, INC. on the open market
Open‑market sale worth $13.95M — a major position exit. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 3 sales
Filed: 6/18/2025ACC: 0001104659-25-060726
InsiderITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001CIK 1818852
→10% OwnerOther
Since Jul 2020
-381.23K
Net shares
Net seller
$13.95M
Total sold
3
Open market trades
0B · 3S
3
Total transactions
381.23K disposed
Non-Derivative Transactions3
Class A Common Stock
Direct
Shares
−78.25K
Price / share
$36.87
Trade value
$2.88M
% of position
13.5%
6/16/2025
578.07K→499.83K
Class A Common Stock
Direct
Shares
−145.11K
Price / share
$37.16
Trade value
$5.39M
% of position
29.0%
6/17/2025
499.83K→354.71K
Class A Common Stock
Direct
Shares
−157.87K
Price / share
$35.93
Trade value
$5.67M
% of position
44.5%
6/18/2025
354.71K→196.84K
Total
Net shares
−381.23K
Net value
-$13.95M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 6/16/2025 | S · Sale | −78.25K | $36.87 | $2.88M | 13.5% | 578.07K | 499.83K |
| Class A Common Stock Direct | 6/17/2025 | S · Sale | −145.11K | $37.16 | $5.39M | 29.0% | 499.83K | 354.71K |
| Class A Common Stock Direct | 6/18/2025 | S · Sale | −157.87K | $35.93 | $5.67M | 44.5% | 354.71K | 196.84K |
| Total | −381.23K | -$13.95M | ||||||
Derivative Transactions0
No derivative transactions reported