ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001 sold 12.1% of their position (23.77K shares) of VERTEX, INC. on the open market
Open‑market sale worth $836.4K — a moderate reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 3 sales
Filed: 6/24/2025ACC: 0001104659-25-062185
InsiderITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001CIK 1818852
→10% OwnerOther
Since Jul 2020
-23.77K
Net shares
Net seller
$836.4K
Total sold
3
Open market trades
0B · 3S
3
Total transactions
23.77K disposed
Non-Derivative Transactions3
Class A Common Stock
Direct
Shares
−8.83K
Price / share
$35.12
Trade value
$310.17K
% of position
4.5%
6/20/2025
196.84K→188.01K
Class A Common Stock
Direct
Shares
−510.00
Price / share
$35.00
Trade value
$17.85K
% of position
0.3%
6/23/2025
188.01K→187.50K
Class A Common Stock
Direct
Shares
−14.43K
Price / share
$35.24
Trade value
$508.39K
% of position
7.7%
6/24/2025
187.50K→173.07K
Total
Net shares
−23.77K
Net value
-$836.41K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 6/20/2025 | S · Sale | −8.83K | $35.12 | $310.17K | 4.5% | 196.84K | 188.01K |
| Class A Common Stock Direct | 6/23/2025 | S · Sale | −510.00 | $35.00 | $17.85K | 0.3% | 188.01K | 187.50K |
| Class A Common Stock Direct | 6/24/2025 | S · Sale | −14.43K | $35.24 | $508.39K | 7.7% | 187.50K | 173.07K |
| Total | −23.77K | -$836.41K | ||||||
Derivative Transactions0
No derivative transactions reported