ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001 sold 10.0% of their position (158.90K shares) of VERTEX, INC. on the open market
Open‑market sale worth $5.92M — a moderate reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 8/27/2024ACC: 0001104659-24-093526
InsiderITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001CIK 1819244
→10% OwnerOther
Since Jul 2020
-158.90K
Net shares
Net seller
$5.92M
Total sold
1
Open market trades
0B · 1S
1
Total transactions
158.90K disposed
Non-Derivative Transactions1
Class A Common Stock
Direct
Shares
−158.90K
Price / share
$37.27
Trade value
$5.92M
% of position
10.0%
8/26/2024
1.59M→1.43M
Total
Net shares
−158.90K
Net value
-$5.92M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 8/26/2024 | S · Sale | −158.90K | $37.27 | $5.92M | 10.0% | 1.59M | 1.43M |
| Total | −158.90K | -$5.92M | ||||||
Derivative Transactions0
No derivative transactions reported