ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 has filed 60 insider transactions across 1 company since March 2023.
Most recent transaction: a sale of 8832 shares of Vertex, Inc. ($VERX) on June 20, 2025.
Activity breakdown: 0 open-market purchases and 57 sales.
| Transaction Date | Company | Ticker | Insider Name | Title | Transaction Type | Security | Shares | Price | Shares Owned Following | Total Shares Outstanding | % of Owned | % of Outstanding |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| June 20, 2025 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 8832 | $35.12 | 188,008.7060 | 26,359,623 | 4.49% | 0.03% |
| June 23, 2025 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 510 | $35.00 | 187,498.7060 | 26,359,623 | 0.27% | 0.00% |
| June 24, 2025 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 14425 | $35.24 | 173,073.7060 | 26,359,623 | 7.69% | 0.05% |
| June 16, 2025 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 78248 | $36.87 | 499,825.7060 | 26,359,623 | 13.54% | 0.30% |
| June 17, 2025 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 145111 | $37.16 | 354,714.7060 | 26,359,623 | 29.03% | 0.55% |
| June 18, 2025 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 157874 | $35.93 | 196,840.7060 | 26,359,623 | 44.51% | 0.60% |
| Dec. 23, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | G | Class A Common Stock | 37000 | $0.00 | 578,073.7060 | 26,359,623 | 6.02% | 0.14% |
| Nov. 7, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 91220 | $51.44 | 673,853.7060 | 26,359,623 | 11.92% | 0.35% |
| Nov. 8, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 58780 | $52.26 | 615,073.7060 | 26,359,623 | 8.72% | 0.22% |
| Oct. 10, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 32410 | $39.73 | 807,838.7060 | 26,359,623 | 3.86% | 0.12% |
| Oct. 11, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 42765 | $40.48 | 765,073.7060 | 26,359,623 | 5.29% | 0.16% |
| Oct. 7, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 48136 | $41.02 | 916,937.7060 | 26,359,623 | 4.99% | 0.18% |
| Oct. 8, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 27732 | $41.32 | 889,205.7060 | 26,359,623 | 3.02% | 0.11% |
| Oct. 9, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 48957 | $41.31 | 840,248.7060 | 26,359,623 | 5.51% | 0.19% |
| March 26, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 27128 | $30.27 | 965,073.7060 | 26,359,623 | 2.73% | 0.10% |
| March 21, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 100 | $30.00 | 1,039,772.7060 | 26,359,623 | 0.01% | 0.00% |
| March 25, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 47571 | $30.09 | 992,201.7060 | 26,359,623 | 4.58% | 0.18% |
| March 18, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 6910 | $30.05 | 1,081,730.7060 | 26,359,623 | 0.63% | 0.03% |
| March 19, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 30941 | $30.05 | 1,050,789.7060 | 26,359,623 | 2.86% | 0.12% |
| March 20, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 10917 | $30.04 | 1,039,872.7060 | 26,359,623 | 1.04% | 0.04% |
| March 12, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 9727 | $30.01 | 1,098,031.7060 | 26,359,623 | 0.88% | 0.04% |
| March 13, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 1301 | $30.00 | 1,096,730.7060 | 26,359,623 | 0.12% | 0.00% |
| March 14, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 8090 | $30.01 | 1,088,640.7060 | 26,359,623 | 0.74% | 0.03% |
| March 6, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 10589 | $30.01 | 1,147,735.7060 | 26,359,623 | 0.91% | 0.04% |
| March 7, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 19864 | $30.06 | 1,127,871.7060 | 26,359,623 | 1.73% | 0.08% |
| March 8, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 20113 | $30.14 | 1,107,758.7060 | 26,359,623 | 1.78% | 0.08% |
| March 1, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 26609 | $33.62 | 1,338,464.7060 | 26,359,623 | 1.95% | 0.10% |
| March 4, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 173391 | $30.34 | 1,165,073.7060 | 26,359,623 | 12.95% | 0.66% |
| March 5, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 6749 | $30.01 | 1,158,324.7060 | 26,359,623 | 0.58% | 0.03% |
| Dec. 13, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 9300 | $28.19 | 1,365,073.7060 | 26,359,623 | 0.68% | 0.04% |
| Dec. 8, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 36907 | $28.64 | 1,487,750.7060 | 26,359,623 | 2.42% | 0.14% |
| Dec. 11, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 70822 | $28.73 | 1,416,928.7060 | 26,359,623 | 4.76% | 0.27% |
| Dec. 12, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 42555 | $28.88 | 1,374,373.7060 | 26,359,623 | 3.00% | 0.16% |
| Dec. 5, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 36200 | $29.63 | 1,593,947.7060 | 26,359,623 | 2.22% | 0.14% |
| Dec. 6, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 22064 | $29.41 | 1,571,883.7060 | 26,359,623 | 1.38% | 0.08% |
| Dec. 7, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 47226 | $28.69 | 1,524,657.7060 | 26,359,623 | 3.00% | 0.18% |
| Nov. 30, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 83400 | $27.98 | 1,724,147.7060 | 26,359,623 | 4.61% | 0.32% |
| Dec. 1, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 75100 | $27.76 | 1,649,047.7060 | 26,359,623 | 4.36% | 0.28% |
| Dec. 4, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 18900 | $27.82 | 1,630,147.7060 | 26,359,623 | 1.15% | 0.07% |
| Nov. 13, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 15527 | $27.23 | 1,892,020.7060 | 26,359,623 | 0.81% | 0.06% |
| Nov. 14, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 45000 | $27.66 | 1,847,020.7060 | 26,359,623 | 2.38% | 0.17% |
| Nov. 15, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 39473 | $26.38 | 1,807,547.7060 | 26,359,623 | 2.23% | 0.15% |
| Oct. 4, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | C | Class A Common Stock | 1807548 | $0.00 | 1,907,547.7060 | 26,359,623 | 1807.55% | 6.86% |
| Oct. 4, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | C | Class B Common Stock | 1807548 | $0.00 | 0.0000 | 26,359,623 | 100.00% | 6.86% |
| April 5, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 18780 | $21.33 | 100,000.0000 | 26,359,623 | 15.81% | 0.07% |
| March 31, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 32367 | $20.78 | 182,383.0000 | 26,359,623 | 15.07% | 0.12% |
| April 3, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 27123 | $21.05 | 155,260.0000 | 26,359,623 | 14.87% | 0.10% |
| April 4, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 36480 | $21.41 | 118,780.0000 | 26,359,623 | 23.50% | 0.14% |
| March 28, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 5730 | $19.18 | 294,270.0000 | 26,359,623 | 1.91% | 0.02% |
| March 29, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 43754 | $19.69 | 250,516.0000 | 26,359,623 | 14.87% | 0.17% |
| March 30, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 35766 | $20.52 | 214,750.0000 | 26,359,623 | 14.28% | 0.14% |
| March 20, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 2354 | $18.26 | 321,912.0000 | 26,359,623 | 0.73% | 0.01% |
| March 21, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 11379 | $18.25 | 310,533.0000 | 26,359,623 | 3.53% | 0.04% |
| March 22, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 10533 | $18.24 | 300,000.0000 | 26,359,623 | 3.39% | 0.04% |
| March 15, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 27417 | $18.42 | 427,681.0000 | 26,359,623 | 6.02% | 0.10% |
| March 16, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 73262 | $18.60 | 354,419.0000 | 26,359,623 | 17.13% | 0.28% |
| March 17, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 30153 | $18.29 | 324,266.0000 | 26,359,623 | 8.51% | 0.11% |
| March 10, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 2938 | $18.07 | 497,062.0000 | 26,359,623 | 0.59% | 0.01% |
| March 13, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 17376 | $18.21 | 479,686.0000 | 26,359,623 | 3.50% | 0.07% |
| March 14, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 24588 | $18.59 | 455,098.0000 | 26,359,623 | 5.13% | 0.09% |