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 25 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 9 filings (page 2)

Date	Ticker	Role	Type	Shares	Price	Value	Chg%	3M	12M
Dec 6, 2023	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	63,311	$29.11	$1,843,001.81	-1.1%	+4.0%	+94.4%
Dec 1, 2023	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	228,555	$28.20	$6,445,214.85	-3.8%	+20.7%	+95.0%
Nov 15, 2023	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	100,000	$26.99	$2,698,936.65	-1.5%	-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	95,969	$21.09	$2,024,443.51	-17.4%	-12.2%	+49.0%
Mar 30, 2023	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	85,251	$20.00	$1,705,142.12	-10.1%	-7.8%	+51.7%
Mar 22, 2023	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	24,267	$18.24	$442,681.00	-2.5%	+11.8%	+63.7%
Mar 17, 2023	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	130,832	$18.49	$2,418,757.89	-10.6%	+9.1%	+61.3%
Mar 14, 2023	VERX Vertex, Inc.	10% Owner, 13(D) Group Member	Sell	44,901	$18.41	$826,458.11	-3.0%	+23.5%	+60.8%

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Insider	Role	Shares	Value	Buys	Sells

Date	Ticker	Insider	Role	Type	Shares	Price	Value	Chg%	SEC