WESTPHAL JEFFREY sold 3M shares of VERTEX, INC. on the open market
Open‑market sale worth $115.35M. Review remaining holdings and any 10b5‑1 plan disclosures.
Class A Common Stock
Shares
+1.51M
Price / share
—
Trade value
—
% of position
Class A Common Stock
Shares
−1.51M
Price / share
$38.45
Trade value
$58.21M
% of position
Class A Common Stock
Shares
+1.15M
Price / share
—
Trade value
—
% of position
Class A Common Stock
Shares
−1.15M
Price / share
$38.45
Trade value
$44.36M
% of position
Class A Common Stock
Shares
+332.24K
Price / share
—
Trade value
—
% of position
Class A Common Stock
Shares
−332.24K
Price / share
$38.45
Trade value
$12.77M
% of position
Net shares
+0.00
Net value
-$115.35M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Class A Common Stock Indirect | 6/9/2025 | C · Conversion | +1.51M | — | — | New position | 0.00 | 1.51M |
| Class A Common Stock Indirect | 6/9/2025 | S · Sale | −1.51M | $38.45 | $58.21M | New position | 1.51M | 0.00 |
| Class A Common Stock Indirect | 6/9/2025 | C · Conversion | +1.15M | — | — | New position | 0.00 | 1.15M |
| Class A Common Stock Indirect | 6/9/2025 | S · Sale | −1.15M | $38.45 | $44.36M | New position | 1.15M | 0.00 |
| Class A Common Stock Indirect | 6/9/2025 | C · Conversion | +332.24K | — | — | New position | 0.00 | 332.24K |
| Class A Common Stock Indirect | 6/9/2025 | S · Sale | −332.24K | $38.45 | $12.77M | New position | 332.24K | 0.00 |
| Total | +0.00 | -$115.35M | ||||||
Class B Common Stock
Class A Common Stock
1.51M shares
Shares
−1.51M
Strike price
Held after
1.13M
Exercisable
—
Class B Common Stock
Class A Common Stock
1.15M shares
Shares
−1.15M
Strike price
Held after
0.00
Exercisable
—
Class B Common Stock
Class A Common Stock
332.24K shares
Shares
−332.24K
Strike price
Held after
0.00
Exercisable
—
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Class B Common Stock Indirect | Class A Common Stock1.51M shares | 6/9/2025 | C · Conversion | −1.51M | — | 1.13M | |
| Class B Common Stock Indirect | Class A Common Stock1.15M shares | 6/9/2025 | C · Conversion | −1.15M | — | 0.00 | |
| Class B Common Stock Indirect | Class A Common Stock332.24K shares | 6/9/2025 | C · Conversion | −332.24K | — | 0.00 |
Class A Common Stock
Direct| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Class A Common Stock | 7.89K | Direct |
| Total | 7.89K | 7.89K direct |
Class B Common Stock
DirectUnderlying shares
388K
Shares owned
388K
Exercise price
Expiration
—
Exercise window
—
Underlying
388K
Owned
388K
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| Class B Common Stock Direct | Class A Common Stock | — | — | 388K | 388K | |
| Total | 388K | 388K | ||||