ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 insider trades
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 has filed 9 Form 4s with the SEC that we hold, all for Vertex, Inc. (VERX), as 10% owner. Across all of them we count 1 purchase worth $150.5K and 15 sales worth $42.2M reported on Form 4. In the last 12 months: 1 purchase ($150.5K) and 0 sales ($0). The largest single trade was a sale of 280,000 shares of Vertex, Inc. worth $7.6M, dated 2023-11-10. The first filing on our record is dated 2023-04-04 and the latest 2026-03-09.
Vertex, Inc. (VERX)
| Trade date | Code | Shares | Value as filed | Filed |
|---|---|---|---|---|
| 2023-11-01 | S, sale reported on Form 4 | 63,195 | $1.5M | 2023-11-03 |
| 2023-11-02 | S, sale reported on Form 4 | 79,718 | $1.9M | 2023-11-03 |
| 2023-11-03 | S, sale reported on Form 4 | 168,208 | $3.9M | 2023-11-03 |
| 2023-11-06 | S, sale reported on Form 4 | 126,155 | $2.8M | 2023-11-08 |
| 2023-11-07 | S, sale reported on Form 4 | 157,387 | $3.6M | 2023-11-08 |
| 2023-11-08 | S, sale reported on Form 4 | 105,337 | $2.4M | 2023-11-08 |
| 2023-11-10 | S, sale reported on Form 4 | 280,000 | $7.6M | 2023-11-14 |
| 2023-11-13 | S, sale reported on Form 4 | 20,000 | $547.0K | 2023-11-14 |
| 2024-08-26 | S, sale reported on Form 4 | 158,900 | $5.9M | 2024-08-27 |
| 2024-11-20 | S, sale reported on Form 4 | 40,966 | $2.1M | 2024-11-21 |
| 2024-11-21 | S, sale reported on Form 4 | 31,034 | $1.6M | 2024-11-21 |
| 2024-12-09 | S, sale reported on Form 4 | 13,346 | $735.8K | 2024-12-11 |
| 2024-12-10 | S, sale reported on Form 4 | 61,654 | $3.4M | 2024-12-11 |
| 2025-01-22 | S, sale reported on Form 4 | 53,843 | $3.0M | 2025-01-23 |
| 2025-01-23 | S, sale reported on Form 4 | 18,157 | $1.0M | 2025-01-23 |
| 2026-03-09 | P, purchase reported on Form 4 | 10,000 | $150.5K | 2026-03-09 |
Counted from the Form 4 filings this reporting owner (SEC CIK 1819244) 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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