ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001 reported 1 transaction at VERTEX, INC.
Review the transaction codes below to understand the nature of each event.
Filed: 12/26/2024ACC: 0001104659-24-131771
InsiderITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001CIK 1819296
→10% OwnerOther
Since Jul 2020
-37K
Net shares
Net seller
$0.00
Total acquired
0
Open market trades
0B · 0S
1
Total transactions
37K disposed
Non-Derivative Transactions1
Class A Common Stock
Direct
Shares
−37K
Price / share
—
Trade value
—
% of position
4.7%
12/23/2024
782.71K→745.71K
Total
Net shares
−37K
Net value
$0.00
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 12/23/2024 | G · Gift | −37K | — | — | 4.7% | 782.71K | 745.71K |
| Total | −37K | $0.00 | ||||||
Derivative Transactions0
No derivative transactions reported