ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001 sold 5.0% of their position (72K shares) of VERTEX, INC. on the open market
Open‑market sale worth $3.79M — a moderate reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 2 sales
Filed: 11/21/2024ACC: 0001104659-24-121654
InsiderITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001CIK 1819244
→10% OwnerOther
Since Jul 2020
-72K
Net shares
Net seller
$3.79M
Total sold
2
Open market trades
0B · 2S
2
Total transactions
72K disposed
Non-Derivative Transactions2
Class A Common Stock
Direct
Shares
−40.97K
Price / share
$52.16
Trade value
$2.14M
% of position
2.9%
11/20/2024
1.43M→1.39M
Class A Common Stock
Direct
Shares
−31.03K
Price / share
$53.13
Trade value
$1.65M
% of position
2.2%
11/21/2024
1.39M→1.36M
Total
Net shares
−72K
Net value
-$3.79M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 11/20/2024 | S · Sale | −40.97K | $52.16 | $2.14M | 2.9% | 1.43M | 1.39M |
| Class A Common Stock Direct | 11/21/2024 | S · Sale | −31.03K | $53.13 | $1.65M | 2.2% | 1.39M | 1.36M |
| Total | −72K | -$3.79M | ||||||
Derivative Transactions0
No derivative transactions reported