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

Insider Reports History

Location
King Of Prussia, PA
Signature
/s/ Joshua Levine, 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 KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001:

Company Role Class Num Shares Value Price $ Report Date Ownership
Vertex, Inc. 10%+ Owner Class A Common Stock 1,221,100 $18,374,746 $15.05 09 Mar 2026 Direct

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

Symbol Company Period Transactions Value $ Form Type Role Filing Time
VERX Vertex, Inc. 09 Mar 2026 1 -$150,477 4 10%+ Owner 09 Mar 2026, 19:43
VERX Vertex, Inc. 22 Jan 2025 2 -$4,067,286 4 10%+ Owner 23 Jan 2025, 18:39
VERX Vertex, Inc. 09 Dec 2024 2 -$4,125,502 4 10%+ Owner 11 Dec 2024, 18:00
VERX Vertex, Inc. 20 Nov 2024 2 -$3,785,737 4 10%+ Owner 21 Nov 2024, 18:56
VERX Vertex, Inc. 26 Aug 2024 1 -$5,922,521 4 10%+ Owner 27 Aug 2024, 19:00
VERX Vertex, Inc. 10 Nov 2023 2 -$8,154,858 4 13(D) GROUP MEMBER, 10%+ Owner 14 Nov 2023, 18:00
VERX Vertex, Inc. 06 Nov 2023 3 -$8,843,493 4 13(D) GROUP MEMBER, 10%+ Owner 08 Nov 2023, 18:08
VERX Vertex, Inc. 01 Nov 2023 3 -$7,279,714 4 13(D) GROUP MEMBER, 10%+ Owner 03 Nov 2023, 20:08
VERX Vertex, Inc. 31 Mar 2023 2 $0 4 13(D) GROUP MEMBER, 10%+ Owner 04 Apr 2023, 16:19