InsiderTrades

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001

SEC CIK 1818852 · EDGAR

Buying vs selling by month open-market trades, last 43 months, VERX
BoughtSold

Companies

TickerCompanyTitleHoldingBoughtSoldTradesFirstLast
VERXVertex, Inc.10%, 13(D) GROUP MEMBER 187.5K — $63.88M 252022-11-162025-06-20

Most active insiders at VERX, 12 months

#InsiderTitleBoughtSold
1 Westphal JeffreySee Remarks $5.12M—
2 Young Christopher DavidPres, CEO, Dir $730.8K—
3 ANDERSEN ERIC C.Dir $516.4K—
4 DeStefano DavidDir —$82.4K
5 Mendola Mark JDir ——
6 Stamm John RichardDir ——
7 Radcliffe Amanda WestphalDir, 10% ——
8 Thompson Stefanie WestphalDir, 10% ——
9 Gayton Bradley MDir ——
10 Leib Ryan JCAO ——

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 made no open-market trades at VERX in the last 12 months.

Transactions 25

Type
Reset
X Filed Traded Ticker Company Insider Title Type Price Qty Owned ΔOwn Value
M 2025-06-24 2025-06-20+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $35.19 -23.8K 187.5K -11% -$836.4K
M 2025-06-18 2025-06-16+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $36.59 -381.2K 499.8K -43% -$13.95M
2024-12-26 2024-12-23 VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER G - Gift $0.00 -37.0K 578.1K -6% $0
M 2024-11-12 2024-11-07+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $51.76 -150.0K 615.1K -20% -$7.76M
M 2024-10-15 2024-10-10+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $40.16 -75.2K 807.8K -9% -$3.02M
M 2024-10-09 2024-10-07+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $41.20 -124.8K 916.9K -12% -$5.14M
2024-03-28 2024-03-26 VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $30.27 -27.1K 965.1K -3% -$821.2K
M 2024-03-25 2024-03-21+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $30.09 -47.7K 1.04M -4% -$1.43M
M 2024-03-20 2024-03-18+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $30.05 -48.8K 1.04M -4% -$1.47M
M 2024-03-14 2024-03-12+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $30.01 -19.1K 1.09M -2% -$573.7K
M 2024-03-08 2024-03-06+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $30.08 -50.6K 1.15M -4% -$1.52M
M 2024-03-05 2024-03-01+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $30.75 -206.7K 1.17M -15% -$6.36M
2023-12-15 2023-12-13 VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $28.19 -9,300 1.37M -0.7% -$262.2K
M 2023-12-12 2023-12-08+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $28.75 -150.3K 1.42M -10% -$4.32M
M 2023-12-07 2023-12-05+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $29.16 -105.5K 1.52M -6% -$3.08M
M 2023-12-04 2023-11-30+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $27.87 -177.4K 1.72M -9% -$4.94M
M 2023-11-15 2023-11-13+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $27.09 -21.1K 1.85M -1% -$570.3K
D 2023-10-25 2023-10-04 VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER C - Cnv Deriv $0.00 +1.81M 1.91M +1,808% $0
2023-04-07 2023-04-05 VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $21.33 -18.8K 100.0K -16% -$400.6K
M 2023-04-04 2023-03-31+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $21.10 -96.0K 118.8K -45% -$2.02M
M 2023-03-30 2023-03-28+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $20.00 -85.2K 214.8K -28% -$1.71M
M 2023-03-22 2023-03-20+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $18.25 -24.3K 310.5K -7% -$442.8K
M 2023-03-17 2023-03-15+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $18.49 -130.8K 427.7K -23% -$2.42M
M 2023-03-14 2023-03-10+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $18.41 -44.9K 455.1K -9% -$826.6K
D 2022-11-18 2022-11-16 VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER C - Cnv Deriv $0.00 +500.0K 500.0K New $0

Purchase Sale Sale after option exercise All abbreviations