ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001 sold 0.8% of their position (10K shares) of VERTEX, INC. on the open market
Open‑market sale worth $150.5K — a minor trim. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 3/9/2026ACC: 0001104659-26-025389
InsiderITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001CIK 1819244
→10% OwnerOther
Since Jul 2020
-10K
Net shares
Net seller
$150.5K
Total sold
1
Open market trades
0B · 1S
1
Total transactions
10K disposed
Non-Derivative Transactions1
Class A Common Stock
Direct
Shares
−10K
Price / share
$15.05
Trade value
$150.48K
% of position
0.8%
3/9/2026
1.23M→1.22M
Total
Net shares
−10K
Net value
-$150.48K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Direct | 3/9/2026 | P · Purchase | −10K | $15.05 | $150.48K | 0.8% | 1.23M | 1.22M |
| Total | −10K | -$150.48K | ||||||
Derivative Transactions0
No derivative transactions reported