Stefanie Westphal Thompson

Insider Reports History

Entity
Individual
Location
C/O Vertex, Inc., 2301 Renaissance Blvd., King Of Prussia, PA
Signature
/s/ Lisa Coleman, Attorney-in-Fact
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Stefanie Westphal Thompson:

Stock Role Class Num Shares Value Price $ Report Date Ownership
Vertex, Inc. Director, 10%+ Owner Class B Common Stock 30.3M $871M $28.72 Dec 6, 2023 By The 2009 Stefanie W. Lucas Generation Skipping Trust
Vertex, Inc. Director, 10%+ Owner Class B Common Stock 1.79M $51.3M $28.72 Dec 6, 2023 By Irr. Trust of RJW, Settlor, 7/19/07 - Separate Trust for Benefit of Stefanie W. Lucas
Vertex, Inc. Director, 10%+ Owner Class B Common Stock 838K $24.1M $28.72 Dec 6, 2023 Direct
Vertex, Inc. Director, 10%+ Owner Class A Common Stock 46K $1.52M $32.93 Jun 12, 2024 Direct
Vertex, Inc. Director, 10%+ Owner Class B Common Stock 0 $28.72 Dec 6, 2023 By Irr. Trust of Antoinette M. Westphal, 3/31/87, Stefanie W. Thompson and Sterling Trustees, LLC

Insider Reports Filed by Stefanie Westphal Thompson

Symbol Company Period Transactions Value $ Form Type Date Filed Role
VERX Vertex, Inc. Jun 12, 2024 1 $0 4 Jun 14, 2024 Director, 10%+ Owner
VERX Vertex, Inc. Dec 6, 2023 2 $0 4 Dec 8, 2023 Director, 10%+ Owner
VERX Vertex, Inc. Jun 13, 2023 1 $0 4 Jun 15, 2023 Director, 10%+ Owner
VERX Vertex, Inc. Jun 14, 2022 1 $0 4 Jun 15, 2022 Director, 10%+ Owner
VERX Vertex, Inc. May 11, 2021 1 $0 4 May 13, 2021 Director