ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001

Insider Reports History

Location
King Of Prussia, PA
Signature
/s/ Anne Marie Westphal, as Trustee
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 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001:

Company Role Class Num Shares Value Price $ Report Date Ownership
Vertex, Inc. 13(D) GROUP MEMBER, 10%+ Owner Class A Common Stock 173,074 $6,099,740 $35.24 24 Jun 2025 Direct

Insider Reports Filed by ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001

Symbol Company Period Transactions Value $ Form Type Role Filing Time
VERX Vertex, Inc. 20 Jun 2025 3 -$836,411 4 13(D) GROUP MEMBER, 10%+ Owner 24 Jun 2025, 18:11
VERX Vertex, Inc. 16 Jun 2025 3 -$13,949,826 4 13(D) GROUP MEMBER, 10%+ Owner 18 Jun 2025, 19:18
VERX Vertex, Inc. 23 Dec 2024 1 $0 4 13(D) GROUP MEMBER, 10%+ Owner 26 Dec 2024, 18:00
VERX Vertex, Inc. 07 Nov 2024 2 -$7,764,424 4 13(D) GROUP MEMBER, 10%+ Owner 12 Nov 2024, 18:00
VERX Vertex, Inc. 10 Oct 2024 2 -$3,018,886 4 13(D) GROUP MEMBER, 10%+ Owner 15 Oct 2024, 18:00
VERX Vertex, Inc. 07 Oct 2024 3 -$5,142,877 4 13(D) GROUP MEMBER, 10%+ Owner 09 Oct 2024, 19:42
VERX Vertex, Inc. 26 Mar 2024 1 -$821,192 4 13(D) GROUP MEMBER, 10%+ Owner 28 Mar 2024, 18:00
VERX Vertex, Inc. 21 Mar 2024 2 -$1,434,554 4 13(D) GROUP MEMBER, 10%+ Owner 25 Mar 2024, 18:52
VERX Vertex, Inc. 18 Mar 2024 3 -$1,465,491 4 13(D) GROUP MEMBER, 10%+ Owner 20 Mar 2024, 21:01
VERX Vertex, Inc. 12 Mar 2024 3 -$573,713 4 13(D) GROUP MEMBER, 10%+ Owner 14 Mar 2024, 20:06
VERX Vertex, Inc. 06 Mar 2024 3 -$1,521,035 4 13(D) GROUP MEMBER, 10%+ Owner 08 Mar 2024, 18:30
VERX Vertex, Inc. 01 Mar 2024 3 -$6,358,541 4 13(D) GROUP MEMBER, 10%+ Owner 05 Mar 2024, 18:41
VERX Vertex, Inc. 13 Dec 2023 1 -$262,146 4 13(D) GROUP MEMBER, 10%+ Owner 15 Dec 2023, 17:00
VERX Vertex, Inc. 08 Dec 2023 3 -$4,320,293 4 13(D) GROUP MEMBER, 10%+ Owner 12 Dec 2023, 18:32
VERX Vertex, Inc. 05 Dec 2023 3 -$3,076,432 4 13(D) GROUP MEMBER, 10%+ Owner 07 Dec 2023, 19:18
VERX Vertex, Inc. 30 Nov 2023 3 -$4,944,644 4 13(D) GROUP MEMBER, 10%+ Owner 04 Dec 2023, 20:45
VERX Vertex, Inc. 13 Nov 2023 3 -$626,101 4 13(D) GROUP MEMBER, 10%+ Owner 15 Nov 2023, 18:22
VERX Vertex, Inc. 04 Oct 2023 2 $0 4 13(D) GROUP MEMBER, 10%+ Owner 25 Oct 2023, 18:57
VERX Vertex, Inc. 05 Apr 2023 1 -$400,615 4 13(D) GROUP MEMBER, 10%+ Owner 07 Apr 2023, 17:50
VERX Vertex, Inc. 31 Mar 2023 3 -$2,024,465 4 13(D) GROUP MEMBER, 10%+ Owner 04 Apr 2023, 19:14
VERX Vertex, Inc. 28 Mar 2023 3 -$1,705,123 4 13(D) GROUP MEMBER, 10%+ Owner 30 Mar 2023, 18:58
VERX Vertex, Inc. 20 Mar 2023 3 -$442,663 4 13(D) GROUP MEMBER, 10%+ Owner 22 Mar 2023, 20:46
VERX Vertex, Inc. 15 Mar 2023 3 -$2,418,758 4 13(D) GROUP MEMBER, 10%+ Owner 17 Mar 2023, 19:41
VERX Vertex, Inc. 10 Mar 2023 3 -$826,476 4 13(D) GROUP MEMBER, 10%+ Owner 14 Mar 2023, 19:58
VERX Vertex, Inc. 16 Nov 2022 2 $0 4 13(D) GROUP MEMBER, 10%+ Owner 18 Nov 2022, 15:18