VERX - Vertex, Inc.

Name: Vertex, Inc. Insider Trading Data
Creator: U.S. Securities and Exchange Commission
License: https://www.sec.gov/privacy#accessibility

Insider Ownership

Role	Insider	Shares	Value	30d
Dir	David DeStefano	1.27M	$20.31M	-
10%	Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001	1.22M	$19.51M	-
Other	Jeffrey Westphal	397.7K	$6.35M	-
Dir	Eric C. Andersen	166.0K	$2.65M	-
10%	Amanda Westphal Radcliffe	159.0K	$2.54M	-

Activity

Buys and sells only

Transactions

10 filings · page 11

Date	Insider	Role	Type	Shares	Price	Value	Chg%	3M	12M
Apr 17, 2023	Lisa Butler	Chief Accounting Officer	Sale+OE10b5-1	10,000	$22.45	$224,480.00	-97.6%	-12.0%	+33.2%
Apr 5, 2023	Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001	10% Owner, 13(D) Group Member	Sell	18,780	$21.33	$400,614.96	-15.8%	-16.0%	+44.2%
Apr 5, 2023	Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 200149	10% Owner, 13(D) Group Member	Sell	18,780	$21.33	$400,614.96	-15.8%	-16.0%	+44.2%
Apr 4, 2023	Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 200149	10% Owner, 13(D) Group Member	Sell	95,970	$21.09	$2,024,464.93	-44.7%	-12.2%	+49.0%
Apr 4, 2023	Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001	10% Owner, 13(D) Group Member	Sell	95,969	$21.09	$2,024,443.51	-44.7%	-12.2%	+49.0%
Mar 30, 2023	Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001	10% Owner, 13(D) Group Member	Sell	85,251	$20.00	$1,705,142.12	-28.4%	-7.8%	+51.7%
Mar 30, 2023	Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 200149	10% Owner, 13(D) Group Member	Sell	85,250	$20.00	$1,705,122.94	-28.4%	-7.8%	+51.7%
Mar 22, 2023	Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001	10% Owner, 13(D) Group Member	Sell	24,267	$18.24	$442,681.00	-7.5%	+11.8%	+63.7%
Mar 22, 2023	Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 200149	10% Owner, 13(D) Group Member	Sell	24,266	$18.24	$442,662.76	-7.5%	+11.8%	+63.7%
Mar 17, 2023	Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001	10% Owner, 13(D) Group Member	Sell	130,832	$18.49	$2,418,757.89	-28.7%	+9.1%	+61.3%

Understand these filings

How to Read SEC Form 4 Filings →Understanding Insider Buying Signals →What is Insider Trading? A Complete Guide →Cluster Buying: When Multiple Insiders Buy Together →

Insider	Role	Shares	Value	Buys	Sells

Date	Ticker	Insider	Role	Type	Shares	Price	Value	Chg%	SEC