organization · Reporting owner
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vertex, Inc.VERX · Entity 4427 | 10% owner | March 09, 2026 | March 09, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Vertex, Inc.
Report date March 09, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,221,100 |
Reported balance
After 2026-03-09 transaction · row 1
1 source rowRow 1 · 2026-03-09 · Purchase · Disposed 10,000 · Balance 1,221,100 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $15.02 to $15.06. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $15.02 to $15.06. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 09, 2026 Filed Mar 9, 2026 23:43 UTC | Vertex, Inc. VERX · Entity 4427 | PurchaseClass A Common Stock | 10,000 | $15.05 | $150,477.00 |
DisclosureSEC source: 0001104659-26-025389 · tm268380-1_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,221,100 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $15.02 to $15.06. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 23, 2025 Filed Jan 23, 2025 23:39 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 18,157 | $56.52 | $1,026,233.64 |
DisclosureSEC source: 0001104659-25-005710 · tm254320-1_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,211,100 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.66 to $57.04. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 22, 2025 Filed Jan 23, 2025 23:39 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 53,843 | $56.48 | $3,041,052.64 |
DisclosureSEC source: 0001104659-25-005710 · tm254320-1_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,229,257 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.73 to $57.27. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 10, 2024 Filed Dec 11, 2024 23:00 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 61,654 | $54.98 | $3,389,736.92 |
DisclosureSEC source: 0001104659-24-127685 · tm2430772-1_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,283,100 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.60 to $55.35. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 23:00 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 13,346 | $55.13 | $735,764.98 |
DisclosureSEC source: 0001104659-24-127685 · tm2430772-1_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,344,754 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.05 to $55.33. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 21, 2024 Filed Nov 21, 2024 23:56 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 31,034 | $53.13 | $1,648,749.52 |
DisclosureSEC source: 0001104659-24-121654 · tm2429209-1_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,358,100 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.3800 to 53.7200. Read SEC document |
| November 20, 2024 Filed Nov 21, 2024 23:56 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 40,966 | $52.16 | $2,136,987.29 |
DisclosureSEC source: 0001104659-24-121654 · tm2429209-1_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,389,134 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.0000 to 52.3312. Read SEC document |
| August 26, 2024 Filed Aug 27, 2024 23:00 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 158,900 | $37.27 | $5,922,520.80 |
DisclosureSEC source: 0001104659-24-093526 · tm2422743-1_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,430,100 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.0000 to 37.8604. Read SEC document |
| November 13, 2023 Filed Nov 14, 2023 23:00 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 20,000 | $27.35 | $546,922.00 |
DisclosureSEC source: 0001104659-23-118273 · tm2329829-3_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,589,000 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.15 to $27.69. Read SEC document |
| November 10, 2023 Filed Nov 14, 2023 23:00 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 280,000 | $27.17 | $7,607,936.00 |
DisclosureSEC source: 0001104659-23-118273 · tm2329829-3_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,609,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.75 to $28.00. Read SEC document |
| November 08, 2023 Filed Nov 8, 2023 23:08 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 105,337 | $22.72 | $2,393,067.03 |
DisclosureSEC source: 0001104659-23-115852 · tm2329829-2_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,889,000 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.32 to $23.37. Read SEC document |
| November 07, 2023 Filed Nov 8, 2023 23:08 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 157,387 | $23.12 | $3,638,708.75 |
DisclosureSEC source: 0001104659-23-115852 · tm2329829-2_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,994,337 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.20 to $23.44. Read SEC document |
| November 06, 2023 Filed Nov 8, 2023 23:08 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 126,155 | $22.29 | $2,811,717.41 |
DisclosureSEC source: 0001104659-23-115852 · tm2329829-2_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,151,724 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.00 to $23.46. Read SEC document |
| November 03, 2023 Filed Nov 4, 2023 00:08 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 168,208 | $23.36 | $3,928,800.61 |
DisclosureSEC source: 0001104659-23-114403 · tm2329829-1_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,277,879 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.00 to $23.65. Read SEC document |
| November 02, 2023 Filed Nov 4, 2023 00:08 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 79,718 | $23.33 | $1,859,820.94 |
DisclosureSEC source: 0001104659-23-114403 · tm2329829-1_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,446,087 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.00 to $24.00. Read SEC document |
| November 01, 2023 Filed Nov 4, 2023 00:08 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 63,195 | $23.60 | $1,491,092.34 |
DisclosureSEC source: 0001104659-23-114403 · tm2329829-1_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,525,805 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.50 to $24.06. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 20:19 UTC | Vertex, Inc. VERX · Entity 4427 | ConversionClass B Common Stock · Derivative | 2,589,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-006008 · form4-04042023_080404.xml · derivative · entry 2 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,589,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock. F1 · derivative.exercise_date: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock. F1 · derivative.expiration_date: The Class B Common Stock is convertible at any time at the option of the holder into one share of the Issuer's Class A Common Stock and has no expiration date. The Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock on a one-to-one basis upon either (1) any transfer of the Class B Common Stock by the holder, whether or not for value, subject to certain exceptions or (2) the voting power of the Issuer's outstanding Class B Common Stock representing less than 10% of the combined voing power of all of the Issuer's outstanding common stock. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 20:19 UTC | Vertex, Inc. VERX · Entity 4427 | ConversionClass A Common Stock | 2,589,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-006008 · form4-04042023_080404.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819244 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,589,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.