InsiderTrades

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

SEC CIK 1819296 · EDGAR

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

Companies

TickerCompanyTitleHoldingBoughtSoldTradesFirstLast
VERXVertex, Inc.10%, 13(D) GROUP MEMBER 745.7K — $55.29M 222022-11-162024-12-23

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 JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 made no open-market trades at VERX in the last 12 months.

Transactions 22

Type
Reset
X Filed Traded Ticker Company Insider Title Type Price Qty Owned ΔOwn Value
2024-12-26 2024-12-23 VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER G - Gift $0.00 -37.0K 745.7K -5% $0
M 2024-11-12 2024-11-07+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $52.00 -150.0K 906.1K -14% -$7.80M
M 2024-10-15 2024-10-10+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $40.42 -135.1K 989.1K -12% -$5.46M
M 2024-10-09 2024-10-07+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $41.19 -129.9K 1.07M -11% -$5.35M
M 2024-03-25 2024-03-21+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $30.03 -2,959 1.20M -0.2% -$88.9K
M 2024-03-20 2024-03-18+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $30.05 -49.1K 1.21M -4% -$1.48M
M 2024-03-14 2024-03-12+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $30.01 -19.6K 1.25M -2% -$587.8K
M 2024-03-08 2024-03-06+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $30.08 -50.2K 1.29M -4% -$1.51M
M 2024-03-05 2024-03-01+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $30.50 -278.1K 1.32M -17% -$8.48M
M 2023-12-14 2023-12-12+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $28.77 -60.6K 1.60M -4% -$1.74M
M 2023-12-11 2023-12-07+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $28.69 -138.8K 1.71M -8% -$3.98M
M 2023-12-06 2023-12-04+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $29.11 -63.3K 1.85M -3% -$1.84M
M 2023-12-01 2023-11-29+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $28.20 -228.6K 1.94M -11% -$6.45M
M 2023-11-15 2023-11-13+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $26.99 -100.0K 2.14M -4% -$2.70M
D 2023-10-17 2023-10-11 VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER C - Cnv Deriv $0.00 +2.09M 2.19M +2,089% $0
2023-04-07 2023-04-05 VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO JACOB J. 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 JACOB J. 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 JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $20.00 -85.3K 294.3K -22% -$1.71M
M 2023-03-22 2023-03-20+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO JACOB J. 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 JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $18.49 -130.8K 354.4K -27% -$2.42M
M 2023-03-14 2023-03-10+ VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $18.41 -44.9K 479.7K -9% -$826.6K
D 2022-11-18 2022-11-16 VERX Vertex, Inc. ITEM SECOND IRR. TRUST FBO JACOB J. 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