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	$20.41M	-
10%	Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001	1.22M	$19.61M	-
Other	Jeffrey Westphal	397.7K	$6.39M	-
Dir	Eric C. Andersen	166.0K	$2.67M	-
10%	Amanda Westphal Radcliffe	159.0K	$2.55M	-

Activity

Buys and sells only

Transactions

10 filings · page 8

Date	Insider	Role	Type	Shares	Price	Value	Chg%	3M	12M
Dec 13, 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	9,300	$28.19	$262,145.61	-0.7%	+7.5%	+97.4%
Dec 13, 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	60,599	$28.77	$1,743,599.41	-3.7%	+7.5%	+97.4%
Dec 12, 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	150,284	$28.75	$4,320,292.90	-9.9%	+1.4%	+90.9%
Dec 11, 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	138,829	$28.69	$3,982,587.15	-7.7%	+1.6%	+90.3%
Dec 7, 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	105,490	$29.16	$3,076,431.77	-6.5%	+3.1%	+95.9%
Dec 6, 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	63,311	$29.11	$1,843,001.81	-3.4%	+4.0%	+94.4%
Dec 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	177,400	$27.87	$4,944,644.50	-9.8%	+7.0%	+100.1%
Dec 1, 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	228,555	$28.20	$6,445,214.85	-10.9%	+20.7%	+95.0%
Nov 20, 2023	Eric C. Andersen54	Director	Sell10b5-1	10,000	$26.24	$262,391.00	-10.3%	-9.3%	+88.4%
Nov 15, 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	100,000	$27.09	$2,708,751.29	-5.2%	-3.8%	+88.5%

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