ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - Insider Trading & Ownership

Entity
Company
Location
C/O Vertex, Inc., 2301 Renaissance Blvd., King Of Prussia, PA
Summary
The estimated value of insider holdings of ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 is at least $53.3M dollars as of August 27, 2024. ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 is the 10%+ Owner of Vertex, Inc. and owns shares of Vertex, Inc. (VERX) stock worth about $53.3M.
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Ownership of ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001

Symbol Company Relationship Holdings Value Past Year Net Change Change % Report Period
VERX Vertex, Inc. 10%+ Owner $53.3M -$30.2M -36.2% Aug 26, 2024

Insider Transactions Reported by ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001:

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