Form 4 Tracker
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001

10% Owner · 1 filing · Latest: Mar 9, 2026

Vertex, Inc.
TickerOwnerRelationshipDateTransactionCost#SharesValue ($)#Shares TotalSEC Filing
VERX
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% OwnerMar 9, 2026
Purchase
$15.0510,000$150.5K1,221,100
VERX
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001Nov 20, 2024
Proposed Sale
$51.201,430,100$73.2M
VERX
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001Aug 26, 2024
Proposed Sale
$35.81158,900$5.7M