ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001 sold 12.7% of their position (135.15K shares) of VERTEX, INC. on the open market
Open‑market sale worth $5.46M — a moderate reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 3 sales
Filed: 10/15/2024ACC: 0001104659-24-108718
InsiderITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001CIK 1819296
→10% OwnerOther
Since Jul 2020
-135.15K
Net shares
Net seller
$5.46M
Total sold
3
Open market trades
0B · 3S
3
Total transactions
135.15K disposed
Non-Derivative Transactions3
Class A Common Stock
Direct
Shares
−32.63K
Price / share
$39.73
Trade value
$1.30M
% of position
3.1%
10/10/2024
1.07M→1.04M
Class A Common Stock
Direct
Shares
−46.10K
Price / share
$40.48
Trade value
$1.87M
% of position
4.5%
10/11/2024
1.04M→989.13K
Class A Common Stock
Direct
Shares
−56.42K
Price / share
$40.77
Trade value
$2.30M
% of position
5.7%
10/14/2024
989.13K→932.71K
Total
Net shares
−135.15K
Net value
-$5.46M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 10/10/2024 | S · Sale | −32.63K | $39.73 | $1.30M | 3.1% | 1.07M | 1.04M |
| Class A Common Stock Direct | 10/11/2024 | S · Sale | −46.10K | $40.48 | $1.87M | 4.5% | 1.04M | 989.13K |
| Class A Common Stock Direct | 10/14/2024 | S · Sale | −56.42K | $40.77 | $2.30M | 5.7% | 989.13K | 932.71K |
| Total | −135.15K | -$5.46M | ||||||
Derivative Transactions0
No derivative transactions reported