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 |
|---|---|---|---|---|---|---|
| March 17, 2023 Filed Mar 17, 2023 23:39 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 30,153 | $18.29 | $551,347.61 |
DisclosureSEC source: 0001104659-23-034076 · tm238349-6_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: Not disclosed Ownership: Direct Disclosed balance after: 324,267 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 $18.50. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 23:39 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 73,262 | $18.60 | $1,362,306.89 |
DisclosureSEC source: 0001104659-23-034076 · tm238349-6_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: Not disclosed Ownership: Direct Disclosed balance after: 354,420 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.06 to $19.04. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:39 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 27,417 | $18.42 | $505,103.39 |
DisclosureSEC source: 0001104659-23-034076 · tm238349-6_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: Not disclosed Ownership: Direct Disclosed balance after: 427,682 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 $18.57. Read SEC document |
| March 14, 2023 Filed Mar 14, 2023 23:57 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 24,588 | $18.59 | $456,992.57 |
DisclosureSEC source: 0001104659-23-032415 · tm238349-3_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: Not disclosed Ownership: Direct Disclosed balance after: 455,099 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.26 to $19.00. Read SEC document |
| March 13, 2023 Filed Mar 14, 2023 23:57 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 17,376 | $18.21 | $316,382.21 |
DisclosureSEC source: 0001104659-23-032415 · tm238349-3_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: Not disclosed Ownership: Direct Disclosed balance after: 479,687 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 $18.59. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 23:57 UTC | Vertex, Inc. VERX · Entity 4427 | SaleClass A Common Stock | 2,937 | $18.07 | $53,083.34 |
DisclosureSEC source: 0001104659-23-032415 · tm238349-3_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: Not disclosed Ownership: Direct Disclosed balance after: 497,063 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 $18.25. Read SEC document |
| November 16, 2022 Filed Nov 18, 2022 21:19 UTC | Vertex, Inc. VERX · Entity 4427 | ConversionClass B Common Stock · Derivative | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-011589 · form4-11182022_091137.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: Not disclosed Ownership: Direct Disclosed balance after: 2,089,000 Underlying: Class A Common Stock · 500,000 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 |
| November 16, 2022 Filed Nov 18, 2022 21:19 UTC | Vertex, Inc. VERX · Entity 4427 | ConversionClass A Common Stock | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-011589 · form4-11182022_091137.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: Not disclosed Ownership: Direct Disclosed balance after: 500,000 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.