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 26 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 (page 2)

Date	Ticker	Role	Type	Shares	Price	Value	Chg%	3M	12M
Mar 5, 2024	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	206,749	$30.75	$6,358,541.10	-5.3%	+11.1%	+10.4%
Dec 13, 2023	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	9,300	$28.19	$262,145.61	-0.7%	+7.5%	+97.4%
Dec 12, 2023	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	150,284	$28.75	$4,320,292.90	-3.4%	+1.4%	+90.9%
Dec 7, 2023	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	105,490	$29.16	$3,076,431.77	-2.2%	+3.1%	+95.9%
Dec 4, 2023	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	177,400	$27.87	$4,944,644.50	-3.4%	+7.0%	+100.1%
Nov 15, 2023	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	100,000	$27.09	$2,708,751.29	-1.8%	-3.8%	+88.5%
Apr 5, 2023	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	18,780	$21.33	$400,614.96	-15.8%	-16.0%	+44.2%
Apr 4, 2023	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	95,970	$21.09	$2,024,464.93	-17.4%	-12.2%	+49.0%
Mar 30, 2023	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	85,250	$20.00	$1,705,122.94	-10.1%	-7.8%	+51.7%
Mar 22, 2023	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	24,266	$18.24	$442,662.76	-2.5%	+11.8%	+63.7%

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Insider	Role	Shares	Value	Buys	Sells

Date	Ticker	Insider	Role	Type	Shares	Price	Value	Chg%	SEC