ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001 sold 16.1% of their position (150K shares) of VERTEX, INC. on the open market
Open‑market sale worth $7.80M — a significant reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 3 sales
Filed: 11/12/2024ACC: 0001104659-24-116976
InsiderITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001CIK 1819296
→10% OwnerOther
Since Jul 2020
-150K
Net shares
Net seller
$7.80M
Total sold
3
Open market trades
0B · 3S
3
Total transactions
150K disposed
Non-Derivative Transactions3
Class A Common Stock
Direct
Shares
−26.64K
Price / share
$51.40
Trade value
$1.37M
% of position
2.9%
11/7/2024
932.71K→906.06K
Class A Common Stock
Direct
Shares
−114.87K
Price / share
$52.32
Trade value
$6.01M
% of position
12.7%
11/8/2024
906.06K→791.19K
Class A Common Stock
Direct
Shares
−8.48K
Price / share
$49.50
Trade value
$420.05K
% of position
1.1%
11/11/2024
791.19K→782.71K
Total
Net shares
−150K
Net value
-$7.80M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 11/7/2024 | S · Sale | −26.64K | $51.40 | $1.37M | 2.9% | 932.71K | 906.06K |
| Class A Common Stock Direct | 11/8/2024 | S · Sale | −114.87K | $52.32 | $6.01M | 12.7% | 906.06K | 791.19K |
| Class A Common Stock Direct | 11/11/2024 | S · Sale | −8.48K | $49.50 | $420.05K | 1.1% | 791.19K | 782.71K |
| Total | −150K | -$7.80M | ||||||
Derivative Transactions0
No derivative transactions reported