InsiderTrades

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

SEC CIK 1819244 · EDGAR

Buying vs selling by month open-market trades, last 35 months, VERX
BoughtSold

Companies

TickerCompanyTitleHoldingBoughtSoldTradesFirstLast
VERXVertex, Inc.10%, 13(D) GROUP MEMBER 1.22M -$150.5K $42.18M 92023-03-312026-03-09

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 ——
14 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% -$150.5K—

Transactions 9

Type
Reset
X Filed Traded Ticker Company Insider Title Type Price Qty Owned ΔOwn Value
2026-03-09 2026-03-09 VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% P - Purchase $15.05 -10.0K 1.22M -0.8% -$150.5K
M 2025-01-23 2025-01-22+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% S - Sale $56.49 -72.0K 1.23M -6% -$4.07M
M 2024-12-11 2024-12-09+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% S - Sale $55.01 -75.0K 1.28M -6% -$4.13M
M 2024-11-21 2024-11-20+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% S - Sale $52.58 -72.0K 1.36M -5% -$3.79M
2024-08-27 2024-08-26 VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% S - Sale $37.27 -158.9K 1.43M -10% -$5.92M
M 2023-11-14 2023-11-10+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $27.18 -300.0K 1.61M -16% -$8.15M
M 2023-11-08 2023-11-06+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $22.74 -388.9K 1.89M -17% -$8.84M
M 2023-11-03 2023-11-01+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $23.40 -311.1K 2.45M -11% -$7.28M
D 2023-04-04 2023-03-31 VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER C - Cnv Deriv $0.00 +2.59M 2.59M New $0

Purchase Sale Sale after option exercise All abbreviations