Item Second Irr. Trust Fbo Jacob J. 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

18.9%

Avg 3M Return

-9.8%

Avg 12M Return

-37.6%

Item Second Irr. Trust Fbo Jacob J. 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 28 sells.

Estimated insider holdings value: $11.1M based on current market prices.

Holdings by Company

VERXDec 23, 2024

Current Shares745.7K

Value$11.13M

Net Activity-1,806,294

Bought: 0Sold: 1.81M

Transaction History

Showing 10 filings

Date	Ticker	Role	Type	Shares	Price	Value	Chg%	3M	12M
Nov 11, 2024	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	150,000	$52.00	$7,799,979.94	-5.7%	+13.7%	-60.1%
Oct 14, 2024	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	135,146	$40.42	$5,462,273.63	-4.4%	+27.6%	-39.0%
Oct 9, 2024	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	129,854	$41.20	$5,349,348.31	-3.8%	+27.5%	-39.2%
Mar 25, 2024	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	2,959	$30.03	$88,847.19	-0.1%	+13.9%	+18.1%
Mar 20, 2024	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	49,095	$30.05	$1,475,294.32	-1.3%	+17.8%	+20.7%
Mar 14, 2024	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	19,587	$30.01	$587,773.66	-0.5%	+17.3%	+12.3%
Mar 8, 2024	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	50,246	$30.08	$1,511,507.55	-1.3%	+12.8%	+10.2%
Mar 5, 2024	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	278,113	$30.50	$8,482,149.64	-6.2%	+11.1%	+10.4%
Dec 13, 2023	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	60,599	$28.77	$1,743,599.41	-1.9%	+7.5%	+97.4%
Dec 11, 2023	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	138,829	$28.69	$3,982,587.15	-2.6%	+1.6%	+90.3%

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Insider	Role	Shares	Value	Buys	Sells

Date	Ticker	Insider	Role	Type	Shares	Price	Value	Chg%	SEC