Stefanie Westphal Thompson - Director, 10%+ Owner at Vertex, Inc.

Insider Transactions and Holdings

Entity Type
Individual
Role
Director, 10%+ Owner
Stock Symbol
VERX on Nasdaq
Industry
Services-Prepackaged Software
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There are no Buy or Sell transactions made by Stefanie Westphal Thompson since 11/21/2023

Holdings reported by Stefanie Westphal Thompson for Vertex, Inc.

Class Num Shares Value Price $ Transaction Date Ownership Underlying Class Underlying Amount
Class B Common Stock 30.3M $871M $28.72 Dec 6, 2023 By The 2009 Stefanie W. Lucas Generation Skipping Trust Class A Common Stock 30.3M
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 Class A Common Stock 1.79M
Class B Common Stock 838K $24.1M $28.72 Dec 6, 2023 Direct Class A Common Stock
Class A Common Stock 46K $1.52M $32.93 Jun 12, 2024 Direct
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 Class A Common Stock

Transactions reported by Stefanie Westphal Thompson for Vertex, Inc.

Sym Class Transaction % Value $ * Price $ Shares Shares After Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.