ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 insider trades
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 has filed 25 Form 4s with the SEC that we hold, all for Vertex, Inc. (VERX), as 10% owner. Across all of them we count 0 purchases worth $0 and 57 sales worth $66.0M reported on Form 4. None of these purchases or sales is dated in the last 12 months. The largest single trade was a sale of 157,874 shares of Vertex, Inc. worth $5.7M, dated 2025-06-18. The first filing on our record is dated 2022-11-18 and the latest 2025-06-24.
Vertex, Inc. (VERX)
| Trade date | Code | Shares | Value as filed | Filed |
|---|---|---|---|---|
| 2023-03-10 | S, sale reported on Form 4 | 2,938 | $53.1K | 2023-03-14 |
| 2023-03-13 | S, sale reported on Form 4 | 17,376 | $316.4K | 2023-03-14 |
| 2023-03-14 | S, sale reported on Form 4 | 24,588 | $457.1K | 2023-03-14 |
| 2023-03-15 | S, sale reported on Form 4 | 27,417 | $505.0K | 2023-03-17 |
| 2023-03-16 | S, sale reported on Form 4 | 73,262 | $1.4M | 2023-03-17 |
| 2023-03-17 | S, sale reported on Form 4 | 30,153 | $551.5K | 2023-03-17 |
| 2023-03-20 | S, sale reported on Form 4 | 2,354 | $43.0K | 2023-03-22 |
| 2023-03-21 | S, sale reported on Form 4 | 11,379 | $207.7K | 2023-03-22 |
| 2023-03-22 | S, sale reported on Form 4 | 10,533 | $192.1K | 2023-03-22 |
| 2023-03-28 | S, sale reported on Form 4 | 5,730 | $109.9K | 2023-03-30 |
| 2023-03-29 | S, sale reported on Form 4 | 43,754 | $861.5K | 2023-03-30 |
| 2023-03-30 | S, sale reported on Form 4 | 35,766 | $733.9K | 2023-03-30 |
| 2023-03-31 | S, sale reported on Form 4 | 32,367 | $672.6K | 2023-04-04 |
| 2023-04-03 | S, sale reported on Form 4 | 27,123 | $570.9K | 2023-04-04 |
| 2023-04-04 | S, sale reported on Form 4 | 36,480 | $781.0K | 2023-04-04 |
| 2023-04-05 | S, sale reported on Form 4 | 18,780 | $400.6K | 2023-04-07 |
| 2023-11-13 | S, sale reported on Form 4 | 15,527 | $422.8K | 2023-11-15 |
| 2023-11-14 | S, sale reported on Form 4 | 45,000 | $1.2M | 2023-11-15 |
| 2023-11-15 | S, sale reported on Form 4 | 39,473 | $1.0M | 2023-11-15 |
| 2023-11-30 | S, sale reported on Form 4 | 83,400 | $2.3M | 2023-12-04 |
| 2023-12-01 | S, sale reported on Form 4 | 75,100 | $2.1M | 2023-12-04 |
| 2023-12-04 | S, sale reported on Form 4 | 18,900 | $525.8K | 2023-12-04 |
| 2023-12-05 | S, sale reported on Form 4 | 36,200 | $1.1M | 2023-12-07 |
| 2023-12-06 | S, sale reported on Form 4 | 22,064 | $648.9K | 2023-12-07 |
| 2023-12-07 | S, sale reported on Form 4 | 47,226 | $1.4M | 2023-12-07 |
| 2023-12-08 | S, sale reported on Form 4 | 36,907 | $1.1M | 2023-12-12 |
| 2023-12-11 | S, sale reported on Form 4 | 70,822 | $2.0M | 2023-12-12 |
| 2023-12-12 | S, sale reported on Form 4 | 42,555 | $1.2M | 2023-12-12 |
| 2023-12-13 | S, sale reported on Form 4 | 9,300 | $262.2K | 2023-12-15 |
| 2024-03-01 | S, sale reported on Form 4 | 26,609 | $894.6K | 2024-03-05 |
| 2024-03-04 | S, sale reported on Form 4 | 173,391 | $5.3M | 2024-03-05 |
| 2024-03-05 | S, sale reported on Form 4 | 6,749 | $202.5K | 2024-03-05 |
| 2024-03-06 | S, sale reported on Form 4 | 10,589 | $317.8K | 2024-03-08 |
| 2024-03-07 | S, sale reported on Form 4 | 19,864 | $597.1K | 2024-03-08 |
| 2024-03-08 | S, sale reported on Form 4 | 20,113 | $606.2K | 2024-03-08 |
| 2024-03-12 | S, sale reported on Form 4 | 9,727 | $291.9K | 2024-03-14 |
| 2024-03-13 | S, sale reported on Form 4 | 1,301 | $39.0K | 2024-03-14 |
| 2024-03-14 | S, sale reported on Form 4 | 8,090 | $242.8K | 2024-03-14 |
| 2024-03-18 | S, sale reported on Form 4 | 6,910 | $207.6K | 2024-03-20 |
| 2024-03-19 | S, sale reported on Form 4 | 30,941 | $929.8K | 2024-03-20 |
| 2024-03-20 | S, sale reported on Form 4 | 10,917 | $327.9K | 2024-03-20 |
| 2024-03-21 | S, sale reported on Form 4 | 100 | $3.0K | 2024-03-25 |
| 2024-03-25 | S, sale reported on Form 4 | 47,571 | $1.4M | 2024-03-25 |
| 2024-03-26 | S, sale reported on Form 4 | 27,128 | $821.2K | 2024-03-28 |
| 2024-10-07 | S, sale reported on Form 4 | 48,136 | $2.0M | 2024-10-09 |
| 2024-10-08 | S, sale reported on Form 4 | 27,732 | $1.1M | 2024-10-09 |
| 2024-10-09 | S, sale reported on Form 4 | 48,957 | $2.0M | 2024-10-09 |
| 2024-10-10 | S, sale reported on Form 4 | 32,410 | $1.3M | 2024-10-15 |
| 2024-10-11 | S, sale reported on Form 4 | 42,765 | $1.7M | 2024-10-15 |
| 2024-11-07 | S, sale reported on Form 4 | 91,220 | $4.7M | 2024-11-12 |
| 2024-11-08 | S, sale reported on Form 4 | 58,780 | $3.1M | 2024-11-12 |
| 2025-06-16 | S, sale reported on Form 4 | 78,248 | $2.9M | 2025-06-18 |
| 2025-06-17 | S, sale reported on Form 4 | 145,111 | $5.4M | 2025-06-18 |
| 2025-06-18 | S, sale reported on Form 4 | 157,874 | $5.7M | 2025-06-18 |
| 2025-06-20 | S, sale reported on Form 4 | 8,832 | $310.2K | 2025-06-24 |
| 2025-06-23 | S, sale reported on Form 4 | 510 | $17.9K | 2025-06-24 |
| 2025-06-24 | S, sale reported on Form 4 | 14,425 | $508.3K | 2025-06-24 |
Counted from the Form 4 filings this reporting owner (SEC CIK 1818852) filed on EDGAR. Values are the transaction values as filed. See every filing on EDGAR, or browse insider buying and today's insider purchases.
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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