organization · Reporting owner
ITEM SECOND IRR. TRUST FBO ANNE MARIE 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 · 13(D) GROUP MEMBER | June 20, 2025 | June 24, 2025 |
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 June 20, 2025 · Filed June 24, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 173,073.706 |
Ending reported balance
After 2025-06-24 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-06-20 · Sale · Disposed 8,832 · Balance 188,008.706 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.625. Row 2 · 2025-06-23 · Sale · Disposed 510 · Balance 187,498.706 Row 3 · 2025-06-24 · Sale · Disposed 14,425 · Balance 173,073.706 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.445. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.625.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.445.
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 |
|---|---|---|---|---|---|---|
| June 24, 2025 Filed Jun 24, 2025 18:11 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 14,425 | $35.24 | $508,388.93 |
DisclosureSEC source: 0001104659-25-062185 · tm2518844-1_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,073.706 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.445. Read SEC document |
| June 23, 2025 Filed Jun 24, 2025 18:11 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 510 | $35.00 | $17,850.00 |
DisclosureSEC source: 0001104659-25-062185 · tm2518844-1_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,498.706 Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 18:11 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 8,832 | $35.12 | $310,171.89 |
DisclosureSEC source: 0001104659-25-062185 · tm2518844-1_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,008.706 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.625. Read SEC document |
| June 18, 2025 Filed Jun 18, 2025 19:18 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 157,874 | $35.93 | $5,672,633.84 |
DisclosureSEC source: 0001104659-25-060726 · tm2518355-1_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,840.706 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.31 to $36.915. Read SEC document |
| June 17, 2025 Filed Jun 18, 2025 19:18 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 145,111 | $37.16 | $5,392,469.87 |
DisclosureSEC source: 0001104659-25-060726 · tm2518355-1_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 354,714.706 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.845 to $37.57. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 19:18 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 78,248 | $36.87 | $2,884,722.07 |
DisclosureSEC source: 0001104659-25-060726 · tm2518355-1_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 499,825.706 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.70 to $37.08. Read SEC document |
| December 23, 2024 Filed Dec 26, 2024 18:00 UTC | Vertex, Inc. VERX · Entity 4427 | GiftClass A Common Stock | 37,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-131770 · tm2432051-1_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 578,073.706 Read SEC document |
| November 08, 2024 Filed Nov 12, 2024 18:00 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 58,780 | $52.26 | $3,072,113.19 |
DisclosureSEC source: 0001104659-24-116974 · tm2428125-1_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 615,073.706 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.37 to $52.69. Read SEC document |
| November 07, 2024 Filed Nov 12, 2024 18:00 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 91,220 | $51.44 | $4,692,311.19 |
DisclosureSEC source: 0001104659-24-116974 · tm2428125-1_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 673,853.706 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.02 to $51.71. Read SEC document |
| October 11, 2024 Filed Oct 15, 2024 18:00 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 42,765 | $40.48 | $1,731,336.75 |
DisclosureSEC source: 0001104659-24-108717 · tm2426149-1_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 765,073.706 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.795 to $40.835. Read SEC document |
| October 10, 2024 Filed Oct 15, 2024 18:00 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 32,410 | $39.73 | $1,287,548.83 |
DisclosureSEC source: 0001104659-24-108717 · tm2426149-1_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 807,838.706 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.38 to $40.345. Read SEC document |
| October 09, 2024 Filed Oct 9, 2024 19:42 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 48,957 | $41.31 | $2,022,536.06 |
DisclosureSEC source: 0001104659-24-107419 · tm2425941-1_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 840,248.706 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.77 to $41.84. Read SEC document |
| October 08, 2024 Filed Oct 9, 2024 19:42 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 27,732 | $41.32 | $1,145,980.53 |
DisclosureSEC source: 0001104659-24-107419 · tm2425941-1_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 889,205.706 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.83 to $41.66. Read SEC document |
| October 07, 2024 Filed Oct 9, 2024 19:42 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 48,136 | $41.02 | $1,974,360.62 |
DisclosureSEC source: 0001104659-24-107419 · tm2425941-1_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 916,937.706 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.27 to $41.51. Read SEC document |
| March 26, 2024 Filed Mar 28, 2024 18:00 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 27,128 | $30.27 | $821,191.69 |
DisclosureSEC source: 0001104659-24-040646 · tm247957-17_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 965,073.706 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.05 to $30.53. Read SEC document |
| March 25, 2024 Filed Mar 25, 2024 18:52 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 47,571 | $30.09 | $1,431,554.10 |
DisclosureSEC source: 0001104659-24-038549 · tm247957-14_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 992,201.706 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.26. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 18:52 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 100 | $30.00 | $3,000.00 |
DisclosureSEC source: 0001104659-24-038549 · tm247957-14_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,039,772.706 Read SEC document |
| March 20, 2024 Filed Mar 20, 2024 21:01 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 10,917 | $30.04 | $327,940.13 |
DisclosureSEC source: 0001104659-24-036844 · tm247957-12_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,039,872.706 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.15. Read SEC document |
| March 19, 2024 Filed Mar 20, 2024 21:01 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 30,941 | $30.05 | $929,925.57 |
DisclosureSEC source: 0001104659-24-036844 · tm247957-12_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,050,789.706 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.19. Read SEC document |
| March 18, 2024 Filed Mar 20, 2024 21:01 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 6,910 | $30.05 | $207,625.46 |
DisclosureSEC source: 0001104659-24-036844 · tm247957-12_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,081,730.706 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.21. Read SEC document |
| March 14, 2024 Filed Mar 14, 2024 20:06 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 8,090 | $30.01 | $242,752.59 |
DisclosureSEC source: 0001104659-24-034653 · tm247957-9_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,088,640.706 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.04. Read SEC document |
| March 13, 2024 Filed Mar 14, 2024 20:06 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 1,301 | $30.00 | $39,030.00 |
DisclosureSEC source: 0001104659-24-034653 · tm247957-9_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,096,730.706 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.00. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 20:06 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 9,727 | $30.01 | $291,930.61 |
DisclosureSEC source: 0001104659-24-034653 · tm247957-9_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,098,031.706 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.06. Read SEC document |
| March 08, 2024 Filed Mar 8, 2024 18:30 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 20,113 | $30.14 | $606,127.38 |
DisclosureSEC source: 0001104659-24-032580 · tm247957-7_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,107,758.706 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $30.450. Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:30 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 19,864 | $30.06 | $597,111.84 |
DisclosureSEC source: 0001104659-24-032580 · tm247957-7_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,127,871.706 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $30.310. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 18:30 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 10,589 | $30.01 | $317,796.01 |
DisclosureSEC source: 0001104659-24-032580 · tm247957-7_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,147,735.706 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $30.080. Read SEC document |
| March 05, 2024 Filed Mar 5, 2024 18:41 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 6,749 | $30.01 | $202,547.61 |
DisclosureSEC source: 0001104659-24-031131 · tm247957-4_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,158,324.706 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $30.075. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 18:41 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 173,391 | $30.34 | $5,261,289.81 |
DisclosureSEC source: 0001104659-24-031131 · tm247957-4_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,165,073.706 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.000 to $31.955. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 18:41 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 26,609 | $33.62 | $894,703.68 |
DisclosureSEC source: 0001104659-24-031131 · tm247957-4_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,338,464.706 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.500 to $33.780. Read SEC document |
| December 13, 2023 Filed Dec 15, 2023 17:00 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 9,300 | $28.19 | $262,145.61 |
DisclosureSEC source: 0001104659-23-126452 · tm2331951-11_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,365,073.706 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.000 to $28.780. Read SEC document |
| December 12, 2023 Filed Dec 12, 2023 18:32 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 42,555 | $28.88 | $1,228,801.16 |
DisclosureSEC source: 0001104659-23-125462 · tm2331951-9_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,374,373.706 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.700 to $29.210. Read SEC document |
| December 11, 2023 Filed Dec 12, 2023 18:32 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 70,822 | $28.73 | $2,034,475.27 |
DisclosureSEC source: 0001104659-23-125462 · tm2331951-9_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,416,928.706 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.600 to $28.940. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 18:32 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 36,907 | $28.64 | $1,057,016.48 |
DisclosureSEC source: 0001104659-23-125462 · tm2331951-9_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,487,750.706 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.210 to $28.880. Read SEC document |
| December 07, 2023 Filed Dec 7, 2023 19:18 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 47,226 | $28.69 | $1,355,112.29 |
DisclosureSEC source: 0001104659-23-124367 · tm2331951-4_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,524,657.706 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.210 to $28.930. Read SEC document |
| December 06, 2023 Filed Dec 7, 2023 19:18 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 22,064 | $29.41 | $648,869.14 |
DisclosureSEC source: 0001104659-23-124367 · tm2331951-4_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,571,883.706 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.030 to $29.680. Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 19:18 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 36,200 | $29.63 | $1,072,450.34 |
DisclosureSEC source: 0001104659-23-124367 · tm2331951-4_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,593,947.706 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.500 to $29.780. Read SEC document |
| December 04, 2023 Filed Dec 4, 2023 20:45 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 18,900 | $27.82 | $525,850.92 |
DisclosureSEC source: 0001104659-23-123375 · tm2331951-1_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,630,147.706 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.600 to $28.325. Read SEC document |
| December 01, 2023 Filed Dec 4, 2023 20:45 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 75,100 | $27.76 | $2,085,136.48 |
DisclosureSEC source: 0001104659-23-123375 · tm2331951-1_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,649,047.706 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.540 to $28.060. Read SEC document |
| November 30, 2023 Filed Dec 4, 2023 20:45 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 83,400 | $27.98 | $2,333,657.10 |
DisclosureSEC source: 0001104659-23-123375 · tm2331951-1_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,724,147.706 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.760 to $28.390. Read SEC document |
| November 15, 2023 Filed Nov 15, 2023 18:22 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 39,473 | $26.38 | $1,041,325.37 |
DisclosureSEC source: 0001104659-23-118826 · tm2329829-4_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,807,547.706 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.170 to $26.610. Read SEC document |
| November 14, 2023 Filed Nov 15, 2023 18:22 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 45,000 | $27.66 | $1,244,560.50 |
DisclosureSEC source: 0001104659-23-118826 · tm2329829-4_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,847,020.706 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.000 to $28.040. Read SEC document |
| November 13, 2023 Filed Nov 15, 2023 18:22 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 15,527 | $27.23 | $422,865.42 |
DisclosureSEC source: 0001104659-23-118826 · tm2329829-4_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,892,020.706 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.093 to $27.370. Read SEC document |
| October 04, 2023 Filed Oct 25, 2023 18:57 UTC | Vertex, Inc. VERX · Entity 4427 | ConversionClass B Common Stock · Derivative | 1,807,547.706 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-111492 · tm2328590-3_4seq1.xml · derivative · entry 2 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,807,547.706 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 voting 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 voting 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 voting power of all of the Issuer's outstanding common stock. Read SEC document |
| October 04, 2023 Filed Oct 25, 2023 18:57 UTC | Vertex, Inc. VERX · Entity 4427 | ConversionClass A Common Stock | 1,807,547.706 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-111492 · tm2328590-3_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,907,547.706 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 |
| April 05, 2023 Filed Apr 7, 2023 17:50 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 18,780 | $21.33 | $400,614.96 |
DisclosureSEC source: 0001104659-23-043208 · tm2311726-3_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.05 to $21.67. Read SEC document |
| April 04, 2023 Filed Apr 4, 2023 19:14 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 36,480 | $21.41 | $781,182.72 |
DisclosureSEC source: 0001104659-23-041702 · tm2311726-2_4seq.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,780 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.88 to $21.65. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 19:14 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 27,123 | $21.05 | $570,857.78 |
DisclosureSEC source: 0001104659-23-041702 · tm2311726-2_4seq.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,260 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.40 to $21.36. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 19:14 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 32,367 | $20.78 | $672,424.43 |
DisclosureSEC source: 0001104659-23-041702 · tm2311726-2_4seq.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,383 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.55 to $21.15. Read SEC document |
| March 30, 2023 Filed Mar 30, 2023 18:58 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 35,766 | $20.52 | $733,918.32 |
DisclosureSEC source: 0001104659-23-039314 · tm238349-11_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,750 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.80 to $20.6047. Read SEC document |
| March 29, 2023 Filed Mar 30, 2023 18:58 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 43,754 | $19.69 | $861,297.49 |
DisclosureSEC source: 0001104659-23-039314 · tm238349-11_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001818852 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,516 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.273 to $19.90. 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.