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

Location: 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 $18,374,746 dollars as of 09 Mar 2026. 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 $18.37M.
Signature: /s/ Joshua Levine, as Trustee
All Insider Reports: All Insider Reports

Notify me when ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 files a new Insider Trading report.

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	$18,374,746	-$150,477	-0.81%	09 Mar 2026

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.