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

Insider Reports History

Entity
Company
Location
C/O Vertex, Inc., 2301 Renaissance Blvd., 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:

Stock Role Class Num Shares Value Price $ Report Date Ownership
Vertex, Inc. 13(D) GROUP MEMBER, 10%+ Owner Class A Common Stock 615K $32.1M $52.26 Nov 8, 2024 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 Date Filed Role
VERX Vertex, Inc. Nov 7, 2024 2 -$7.76M 4 Nov 12, 2024 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Oct 10, 2024 2 -$3.02M 4 Oct 15, 2024 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Oct 7, 2024 3 -$5.14M 4 Oct 9, 2024 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Mar 26, 2024 1 -$821K 4 Mar 28, 2024 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Mar 21, 2024 2 -$1.43M 4 Mar 25, 2024 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Mar 18, 2024 3 -$1.47M 4 Mar 20, 2024 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Mar 12, 2024 3 -$574K 4 Mar 14, 2024 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Mar 6, 2024 3 -$1.52M 4 Mar 8, 2024 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Mar 1, 2024 3 -$6.36M 4 Mar 5, 2024 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Dec 13, 2023 1 -$262K 4 Dec 15, 2023 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Dec 8, 2023 3 -$4.32M 4 Dec 12, 2023 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Dec 5, 2023 3 -$3.08M 4 Dec 7, 2023 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Nov 30, 2023 3 -$4.94M 4 Dec 4, 2023 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Nov 13, 2023 3 -$626K 4 Nov 15, 2023 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Oct 4, 2023 2 $0 4 Oct 25, 2023 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Apr 5, 2023 1 -$401K 4 Apr 7, 2023 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Mar 31, 2023 3 -$2.02M 4 Apr 4, 2023 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Mar 28, 2023 3 -$1.71M 4 Mar 30, 2023 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Mar 20, 2023 3 -$443K 4 Mar 22, 2023 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Mar 15, 2023 3 -$2.42M 4 Mar 17, 2023 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Mar 10, 2023 3 -$826K 4 Mar 14, 2023 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Nov 16, 2022 2 $0 4 Nov 18, 2022 13(D) GROUP MEMBER, 10%+ Owner