ITEM SECOND IRR. TRUST FBO KYLE R. 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/ 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:

Stock Role Class Num Shares Value Price $ Report Date Ownership
Vertex, Inc. 10%+ Owner Class A Common Stock 1.36M $72.2M $53.13 Nov 21, 2024 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 Date Filed Role
VERX Vertex, Inc. Nov 20, 2024 2 -$3.79M 4 Nov 21, 2024 10%+ Owner
VERX Vertex, Inc. Aug 26, 2024 1 -$5.92M 4 Aug 27, 2024 10%+ Owner
VERX Vertex, Inc. Nov 10, 2023 2 -$8.15M 4 Nov 14, 2023 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Nov 6, 2023 3 -$8.84M 4 Nov 8, 2023 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Nov 1, 2023 3 -$7.28M 4 Nov 3, 2023 13(D) GROUP MEMBER, 10%+ Owner
VERX Vertex, Inc. Mar 31, 2023 2 $0 4 Apr 4, 2023 13(D) GROUP MEMBER, 10%+ Owner