ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001 sold 10.8% of their position (129.85K shares) of VERTEX, INC. on the open market
Open‑market sale worth $5.35M — a moderate reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 3 sales
Filed: 10/9/2024ACC: 0001104659-24-107420
InsiderITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001CIK 1819296
→10% OwnerOther
Since Jul 2020
-129.85K
Net shares
Net seller
$5.35M
Total sold
3
Open market trades
0B · 3S
3
Total transactions
129.85K disposed
Non-Derivative Transactions3
Class A Common Stock
Direct
Shares
−52.71K
Price / share
$41.02
Trade value
$2.16M
% of position
4.4%
10/7/2024
1.20M→1.14M
Class A Common Stock
Direct
Shares
−28.03K
Price / share
$41.32
Trade value
$1.16M
% of position
2.4%
10/8/2024
1.14M→1.12M
Class A Common Stock
Direct
Shares
−49.11K
Price / share
$41.31
Trade value
$2.03M
% of position
4.4%
10/9/2024
1.12M→1.07M
Total
Net shares
−129.85K
Net value
-$5.35M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 10/7/2024 | S · Sale | −52.71K | $41.02 | $2.16M | 4.4% | 1.20M | 1.14M |
| Class A Common Stock Direct | 10/8/2024 | S · Sale | −28.03K | $41.32 | $1.16M | 2.4% | 1.14M | 1.12M |
| Class A Common Stock Direct | 10/9/2024 | S · Sale | −49.11K | $41.31 | $2.03M | 4.4% | 1.12M | 1.07M |
| Total | −129.85K | -$5.35M | ||||||
Derivative Transactions0
No derivative transactions reported