organization · Reporting owner
ITEM SECOND IRR. TRUST FBO JACOB J. 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 | December 23, 2024 | December 26, 2024 |
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 December 23, 2024 · Filed December 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 745,706 |
Reported balance
After 2024-12-23 transaction · row 1
1 source rowRow 1 · 2024-12-23 · Gift · Disposed 37,000 · Balance 745,706 |
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 |
|---|---|---|---|---|---|---|
| December 23, 2024 Filed Dec 26, 2024 23:01 UTC | Vertex, Inc. VERX · Entity 4427 | GiftClass A Common Stock | 37,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-131771 · tm2432051-2_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 745,706 Read SEC document |
| November 11, 2024 Filed Nov 12, 2024 23:00 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 8,485 | $49.50 | $420,045.68 |
DisclosureSEC source: 0001104659-24-116976 · tm2428125-2_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 782,706 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.20 to $49.87. Read SEC document |
| November 08, 2024 Filed Nov 12, 2024 23:00 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 114,870 | $52.32 | $6,010,503.83 |
DisclosureSEC source: 0001104659-24-116976 · tm2428125-2_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 791,191 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 $52.90. Read SEC document |
| November 07, 2024 Filed Nov 12, 2024 23:00 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 26,645 | $51.40 | $1,369,430.43 |
DisclosureSEC source: 0001104659-24-116976 · tm2428125-2_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 906,061 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.135 to $51.665. Read SEC document |
| October 14, 2024 Filed Oct 15, 2024 22:00 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 56,419 | $40.77 | $2,300,134.93 |
DisclosureSEC source: 0001104659-24-108718 · tm2426149-2_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 932,706 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.20 to $41.20. Read SEC document |
| October 11, 2024 Filed Oct 15, 2024 22:00 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 46,098 | $40.48 | $1,865,821.16 |
DisclosureSEC source: 0001104659-24-108718 · tm2426149-2_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 989,125 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.035 to $40.84. Read SEC document |
| October 10, 2024 Filed Oct 15, 2024 22:00 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 32,629 | $39.73 | $1,296,317.54 |
DisclosureSEC source: 0001104659-24-108718 · tm2426149-2_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,035,223 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.37 to $40.30. Read SEC document |
| October 09, 2024 Filed Oct 9, 2024 23:44 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 49,114 | $41.31 | $2,029,012.30 |
DisclosureSEC source: 0001104659-24-107420 · tm2425941-2_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,067,852 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.78 to $41.84. Read SEC document |
| October 08, 2024 Filed Oct 9, 2024 23:44 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 28,027 | $41.32 | $1,158,022.39 |
DisclosureSEC source: 0001104659-24-107420 · tm2425941-2_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,116,966 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 23:44 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 52,713 | $41.02 | $2,162,313.62 |
DisclosureSEC source: 0001104659-24-107420 · tm2425941-2_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,144,993 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.25 to $41.49. Read SEC document |
| March 25, 2024 Filed Mar 25, 2024 22:54 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 2,859 | $30.03 | $85,847.19 |
DisclosureSEC source: 0001104659-24-038551 · tm247957-15_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,197,706 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 $30.06. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 22:54 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 100 | $30.00 | $3,000.00 |
DisclosureSEC source: 0001104659-24-038551 · tm247957-15_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,200,565 F1 · price: These shares were sold in multiple transactions, each at a price of $30.00. Read SEC document |
| March 20, 2024 Filed Mar 21, 2024 01:02 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 10,955 | $30.04 | $329,067.39 |
DisclosureSEC source: 0001104659-24-036845 · tm247957-13_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,200,665 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 $30.12. Read SEC document |
| March 19, 2024 Filed Mar 21, 2024 01:02 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 31,173 | $30.06 | $936,913.87 |
DisclosureSEC source: 0001104659-24-036845 · tm247957-13_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,211,620 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 21, 2024 01:02 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 6,967 | $30.04 | $209,313.06 |
DisclosureSEC source: 0001104659-24-036845 · tm247957-13_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,242,793 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 15, 2024 00:07 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 8,538 | $30.01 | $256,203.18 |
DisclosureSEC source: 0001104659-24-034654 · tm247957-10_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,249,760 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 15, 2024 00:07 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 1,300 | $30.00 | $39,002.99 |
DisclosureSEC source: 0001104659-24-034654 · tm247957-10_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,258,298 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 $30.03. Read SEC document |
| March 12, 2024 Filed Mar 15, 2024 00:07 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 9,749 | $30.01 | $292,567.49 |
DisclosureSEC source: 0001104659-24-034654 · tm247957-10_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,259,598 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 $30.08. Read SEC document |
| March 08, 2024 Filed Mar 8, 2024 23:27 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 19,737 | $30.14 | $594,839.63 |
DisclosureSEC source: 0001104659-24-032577 · tm247957-5_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,269,347 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 23:27 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 20,009 | $30.06 | $601,534.57 |
DisclosureSEC source: 0001104659-24-032577 · tm247957-5_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,289,084 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 23:27 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 10,500 | $30.01 | $315,133.35 |
DisclosureSEC source: 0001104659-24-032577 · tm247957-5_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,309,093 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 $30.100. Read SEC document |
| March 05, 2024 Filed Mar 5, 2024 23:38 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 8,115 | $30.00 | $243,453.25 |
DisclosureSEC source: 0001104659-24-031129 · tm247957-2_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,319,593 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 $30.015. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 23:38 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 255,920 | $30.35 | $7,765,892.40 |
DisclosureSEC source: 0001104659-24-031129 · tm247957-2_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,327,708 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 $31.960. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:38 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 14,078 | $33.58 | $472,804.00 |
DisclosureSEC source: 0001104659-24-031129 · tm247957-2_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,583,628 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.460 to $33.720. Read SEC document |
| December 13, 2023 Filed Dec 14, 2023 22:31 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 11,400 | $28.18 | $321,197.28 |
DisclosureSEC source: 0001104659-23-126075 · tm2331951-10_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,597,706 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.00 to $28.825. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 22:31 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 49,199 | $28.91 | $1,422,402.13 |
DisclosureSEC source: 0001104659-23-126075 · tm2331951-10_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,609,106 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.700 to $29.200. Read SEC document |
| December 11, 2023 Filed Dec 11, 2023 22:52 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 49,049 | $28.72 | $1,408,662.76 |
DisclosureSEC source: 0001104659-23-125061 · tm2331951-7_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,658,305 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.600 to $28.940. Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 22:52 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 50,227 | $28.65 | $1,438,998.53 |
DisclosureSEC source: 0001104659-23-125061 · tm2331951-7_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,707,354 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.220 to $28.868. Read SEC document |
| December 07, 2023 Filed Dec 11, 2023 22:52 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 39,553 | $28.69 | $1,134,925.87 |
DisclosureSEC source: 0001104659-23-125061 · tm2331951-7_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,757,581 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.135 to $28.950. Read SEC document |
| December 06, 2023 Filed Dec 6, 2023 23:47 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 21,696 | $29.41 | $638,124.92 |
DisclosureSEC source: 0001104659-23-124066 · tm2331951-3_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,797,134 F3 · 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 6, 2023 23:47 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 26,415 | $29.61 | $782,037.21 |
DisclosureSEC source: 0001104659-23-124066 · tm2331951-3_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,818,830 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.500 to $29.780. Read SEC document |
| December 04, 2023 Filed Dec 6, 2023 23:47 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 15,200 | $27.82 | $422,839.68 |
DisclosureSEC source: 0001104659-23-124066 · tm2331951-3_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,845,245 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.600 to $28.250. Read SEC document |
| December 01, 2023 Filed Dec 1, 2023 23:48 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 79,200 | $27.77 | $2,199,439.44 |
DisclosureSEC source: 0001104659-23-122930 · tm2331951-2_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,860,445 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.550 to $28.080 Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 23:48 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 82,355 | $28.05 | $2,310,420.11 |
DisclosureSEC source: 0001104659-23-122930 · tm2331951-2_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,939,645 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.760 to $29.075. Read SEC document |
| November 29, 2023 Filed Dec 1, 2023 23:48 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 67,000 | $28.89 | $1,935,355.30 |
DisclosureSEC source: 0001104659-23-122930 · tm2331951-2_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,022,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.800 to $29.080. Read SEC document |
| November 15, 2023 Filed Nov 15, 2023 23:23 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 50,318 | $26.35 | $1,325,778.66 |
DisclosureSEC source: 0001104659-23-118828 · tm2329829-5_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,089,000 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.030 to $26.630. Read SEC document |
| November 14, 2023 Filed Nov 15, 2023 23:23 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 45,000 | $27.67 | $1,245,109.50 |
DisclosureSEC source: 0001104659-23-118828 · tm2329829-5_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,139,318 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.010 to $28.030. Read SEC document |
| November 13, 2023 Filed Nov 15, 2023 23:23 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 4,682 | $27.35 | $128,048.49 |
DisclosureSEC source: 0001104659-23-118828 · tm2329829-5_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,184,318 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.305 to $27.390. Read SEC document |
| October 11, 2023 Filed Oct 17, 2023 22:32 UTC | Vertex, Inc. VERX · Entity 4427 | ConversionClass B Common Stock · Derivative | 2,089,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-109686 · tm2328590-2_4seq1.xml · derivative · entry 2 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,089,000 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 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 11, 2023 Filed Oct 17, 2023 22:32 UTC | Vertex, Inc. VERX · Entity 4427 | ConversionClass A Common Stock | 2,089,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-109686 · tm2328590-2_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,189,000 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 |
| April 05, 2023 Filed Apr 7, 2023 21:57 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 18,780 | $21.33 | $400,614.96 |
DisclosureSEC source: 0001104659-23-043210 · tm2311726-4_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 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 23:12 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 36,479 | $21.41 | $781,161.31 |
DisclosureSEC source: 0001104659-23-041699 · tm2311726-1_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 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 23:12 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 27,123 | $21.05 | $570,857.78 |
DisclosureSEC source: 0001104659-23-041699 · tm2311726-1_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,259 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 23:12 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 32,367 | $20.78 | $672,424.43 |
DisclosureSEC source: 0001104659-23-041699 · tm2311726-1_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,382 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 22:54 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 35,766 | $20.52 | $733,918.32 |
DisclosureSEC source: 0001104659-23-039312 · tm238349-10_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,749 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 22:54 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 43,754 | $19.69 | $861,297.49 |
DisclosureSEC source: 0001104659-23-039312 · tm238349-10_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,515 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 |
| March 28, 2023 Filed Mar 30, 2023 22:54 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 5,731 | $19.18 | $109,926.31 |
DisclosureSEC source: 0001104659-23-039312 · tm238349-10_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294,269 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.08 to $19.30. Read SEC document |
| March 22, 2023 Filed Mar 23, 2023 00:44 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 10,534 | $18.24 | $192,087.49 |
DisclosureSEC source: 0001104659-23-035725 · tm238349-8_4seq1.xml · nonDerivative · entry 3 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,000 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.00 to $18.54. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 00:44 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 11,378 | $18.25 | $207,602.99 |
DisclosureSEC source: 0001104659-23-035725 · tm238349-8_4seq1.xml · nonDerivative · entry 2 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 310,534 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.00 to $18.51. Read SEC document |
| March 20, 2023 Filed Mar 23, 2023 00:44 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 2,355 | $18.26 | $42,990.53 |
DisclosureSEC source: 0001104659-23-035725 · tm238349-8_4seq1.xml · nonDerivative · entry 1 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 · CIK 0001819296 · 10% owner · 13(D) GROUP MEMBER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 321,912 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.00 to $18.55. 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.