ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 has filed 56 insider transactions across 1 company since March 2023.
Most recent transaction: a gift of 37000 shares of Vertex, Inc. ($VERX) on December 23, 2024.
Activity breakdown: 0 open-market purchases and 53 sales.
| Transaction Date | Company | Ticker | Insider Name | Title | Transaction Type | Security | Shares | Price | Shares Owned Following | Total Shares Outstanding | % of Owned | % of Outstanding |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dec. 23, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | G | Class A Common Stock | 37000 | $0.00 | 745,706.0000 | 26,359,623 | 4.73% | 0.14% |
| Nov. 7, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 26645 | $51.40 | 906,061.0000 | 26,359,623 | 2.86% | 0.10% |
| Nov. 8, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 114870 | $52.32 | 791,191.0000 | 26,359,623 | 12.68% | 0.44% |
| Nov. 11, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 8485 | $49.50 | 782,706.0000 | 26,359,623 | 1.07% | 0.03% |
| Oct. 10, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 32629 | $39.73 | 1,035,223.0000 | 26,359,623 | 3.06% | 0.12% |
| Oct. 11, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 46098 | $40.48 | 989,125.0000 | 26,359,623 | 4.45% | 0.17% |
| Oct. 14, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 56419 | $40.77 | 932,706.0000 | 26,359,623 | 5.70% | 0.21% |
| Oct. 7, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 52713 | $41.02 | 1,144,993.0000 | 26,359,623 | 4.40% | 0.20% |
| Oct. 8, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 28027 | $41.32 | 1,116,966.0000 | 26,359,623 | 2.45% | 0.11% |
| Oct. 9, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 49114 | $41.31 | 1,067,852.0000 | 26,359,623 | 4.40% | 0.19% |
| March 21, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 100 | $30.00 | 1,200,565.0000 | 26,359,623 | 0.01% | 0.00% |
| March 25, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 2859 | $30.03 | 1,197,706.0000 | 26,359,623 | 0.24% | 0.01% |
| March 18, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 6967 | $30.04 | 1,242,793.0000 | 26,359,623 | 0.56% | 0.03% |
| March 19, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 31173 | $30.06 | 1,211,620.0000 | 26,359,623 | 2.51% | 0.12% |
| March 20, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 10955 | $30.04 | 1,200,665.0000 | 26,359,623 | 0.90% | 0.04% |
| March 12, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 9749 | $30.01 | 1,259,598.0000 | 26,359,623 | 0.77% | 0.04% |
| March 13, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 1300 | $30.00 | 1,258,298.0000 | 26,359,623 | 0.10% | 0.00% |
| March 14, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 8538 | $30.01 | 1,249,760.0000 | 26,359,623 | 0.68% | 0.03% |
| March 6, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 10500 | $30.01 | 1,309,093.0000 | 26,359,623 | 0.80% | 0.04% |
| March 7, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 20009 | $30.06 | 1,289,084.0000 | 26,359,623 | 1.53% | 0.08% |
| March 8, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 19737 | $30.14 | 1,269,347.0000 | 26,359,623 | 1.53% | 0.07% |
| March 1, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 14078 | $33.58 | 1,583,628.0000 | 26,359,623 | 0.88% | 0.05% |
| March 4, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 255920 | $30.35 | 1,327,708.0000 | 26,359,623 | 16.16% | 0.97% |
| March 5, 2024 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 8115 | $30.00 | 1,319,593.0000 | 26,359,623 | 0.61% | 0.03% |
| Dec. 12, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 49199 | $28.91 | 1,609,106.0000 | 26,359,623 | 2.97% | 0.19% |
| Dec. 13, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 11400 | $28.18 | 1,597,706.0000 | 26,359,623 | 0.71% | 0.04% |
| Dec. 7, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 39553 | $28.69 | 1,757,581.0000 | 26,359,623 | 2.20% | 0.15% |
| Dec. 8, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 50227 | $28.65 | 1,707,354.0000 | 26,359,623 | 2.86% | 0.19% |
| Dec. 11, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 49049 | $28.72 | 1,658,305.0000 | 26,359,623 | 2.87% | 0.19% |
| Dec. 4, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 15200 | $27.82 | 1,845,245.0000 | 26,359,623 | 0.82% | 0.06% |
| Dec. 5, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 26415 | $29.61 | 1,818,830.0000 | 26,359,623 | 1.43% | 0.10% |
| Dec. 6, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 21696 | $29.41 | 1,797,134.0000 | 26,359,623 | 1.19% | 0.08% |
| Nov. 29, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 67000 | $28.89 | 2,022,000.0000 | 26,359,623 | 3.21% | 0.25% |
| Nov. 30, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 82355 | $28.05 | 1,939,645.0000 | 26,359,623 | 4.07% | 0.31% |
| Dec. 1, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 79200 | $27.77 | 1,860,445.0000 | 26,359,623 | 4.08% | 0.30% |
| Nov. 13, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 4682 | $27.35 | 2,184,318.0000 | 26,359,623 | 0.21% | 0.02% |
| Nov. 14, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 45000 | $27.67 | 2,139,318.0000 | 26,359,623 | 2.06% | 0.17% |
| Nov. 15, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 50318 | $26.35 | 2,089,000.0000 | 26,359,623 | 2.35% | 0.19% |
| Oct. 11, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | C | Class A Common Stock | 2089000 | $0.00 | 2,189,000.0000 | 26,359,623 | 2089.00% | 7.93% |
| Oct. 11, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | C | Class B Common Stock | 2089000 | $0.00 | 0.0000 | 26,359,623 | 100.00% | 7.93% |
| April 5, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. 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 JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 32367 | $20.78 | 182,382.0000 | 26,359,623 | 15.07% | 0.12% |
| April 3, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 27123 | $21.05 | 155,259.0000 | 26,359,623 | 14.87% | 0.10% |
| April 4, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 36479 | $21.41 | 118,780.0000 | 26,359,623 | 23.50% | 0.14% |
| March 28, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 5731 | $19.18 | 294,269.0000 | 26,359,623 | 1.91% | 0.02% |
| March 29, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 43754 | $19.69 | 250,515.0000 | 26,359,623 | 14.87% | 0.17% |
| March 30, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 35766 | $20.52 | 214,749.0000 | 26,359,623 | 14.28% | 0.14% |
| March 20, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 2355 | $18.26 | 321,912.0000 | 26,359,623 | 0.73% | 0.01% |
| March 21, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 11378 | $18.25 | 310,534.0000 | 26,359,623 | 3.53% | 0.04% |
| March 22, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 10534 | $18.24 | 300,000.0000 | 26,359,623 | 3.39% | 0.04% |
| March 15, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 27417 | $18.42 | 427,682.0000 | 26,359,623 | 6.02% | 0.10% |
| March 16, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 73262 | $18.60 | 354,420.0000 | 26,359,623 | 17.13% | 0.28% |
| March 17, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 30153 | $18.29 | 324,267.0000 | 26,359,623 | 8.51% | 0.11% |
| March 10, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 2937 | $18.07 | 497,063.0000 | 26,359,623 | 0.59% | 0.01% |
| March 13, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 17376 | $18.21 | 479,687.0000 | 26,359,623 | 3.50% | 0.07% |
| March 14, 2023 | Vertex, Inc. | $VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Other | S | Class A Common Stock | 24588 | $18.59 | 455,099.0000 | 26,359,623 | 5.13% | 0.09% |