Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001

10% Owner, 13(D) Group Member

1 company

Insider Signal Score

Weak

Trades Analyzed

12M Win Rate

15.7%

Avg 3M Return

-5.8%

Avg 12M Return

-39.6%

Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 is a 10% Owner, 13(D) Group Member at Vertex, Inc.. Recent SEC Form 4 filings include 0 buys and 25 sells.

Estimated insider holdings value: $2.6M based on current market prices.

Holdings by Company

VERXJun 24, 2025

Current Shares173.1K

Value$2.58M

Net Activity-2,097,474

Bought: 0Sold: 2.10M

Transaction History

Showing 10 filings

Date	Ticker	Role	Type	Shares	Price	Value	Chg%	3M	12M
Jun 24, 2025	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	23,767	$35.19	$836,410.82	-4.2%	-27.2%	-
Jun 18, 2025	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	381,233	$36.59	$13,949,825.78	-26.6%	-28.2%	-
Nov 8, 2024	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	150,000	$51.76	$7,764,424.38	-10.4%	+11.4%	-62.5%
Oct 11, 2024	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	75,175	$40.16	$3,018,885.58	-4.6%	+29.3%	-38.6%
Oct 9, 2024	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	124,825	$41.20	$5,142,877.21	-4.5%	+27.5%	-39.2%
Mar 26, 2024	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	27,128	$30.27	$821,191.69	-2.7%	+13.7%	+18.3%
Mar 25, 2024	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	47,671	$30.09	$1,434,554.10	-2.3%	+13.9%	+18.1%
Mar 20, 2024	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	48,768	$30.05	$1,465,491.16	-1.5%	+17.8%	+20.7%
Mar 14, 2024	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	19,118	$30.01	$573,713.20	-0.6%	+17.3%	+12.3%
Mar 8, 2024	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	50,566	$30.08	$1,521,035.23	-1.5%	+12.8%	+10.2%

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Insider	Role	Shares	Value	Buys	Sells

Date	Ticker	Insider	Role	Type	Shares	Price	Value	Chg%	SEC