ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001 sold 5.6% of their position (72K shares) of VERTEX, INC. on the open market
Open‑market sale worth $4.07M — a moderate reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 2 sales
Filed: 1/23/2025ACC: 0001104659-25-005710
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
$4.07M
Total sold
2
Open market trades
0B · 2S
2
Total transactions
72K disposed
Non-Derivative Transactions2
Class A Common Stock
Direct
Shares
−53.84K
Price / share
$56.48
Trade value
$3.04M
% of position
4.2%
1/22/2025
1.28M→1.23M
Class A Common Stock
Direct
Shares
−18.16K
Price / share
$56.52
Trade value
$1.03M
% of position
1.5%
1/23/2025
1.23M→1.21M
Total
Net shares
−72K
Net value
-$4.07M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 1/22/2025 | S · Sale | −53.84K | $56.48 | $3.04M | 4.2% | 1.28M | 1.23M |
| Class A Common Stock Direct | 1/23/2025 | S · Sale | −18.16K | $56.52 | $1.03M | 1.5% | 1.23M | 1.21M |
| Total | −72K | -$4.07M | ||||||
Derivative Transactions0
No derivative transactions reported