Vertex (VERX) 10% owner ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 sold 23,767 shares for $836K at an average $35.19
Insider transactions reported
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 (13(d) Group Member at Vertex Inc., VERX) reported that they sold 23,767 shares for $836K at an average $35.19 between Jun 20, 2025 and Jun 24, 2025. After these transactions the filing shows 173,073.71 shares held directly.
- Reporting person
- ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
- Role
- 13(D) GROUP MEMBER
| Date | Type | Security | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| Jun 20, 2025 | Open-market sale (S) | Class A Common Stock1 | -8,832 | $35.12 | $310K | 188,008.706 direct |
| Jun 23, 2025 | Open-market sale (S) | Class A Common Stock | -510 | $35.00 | $17.9K | 187,498.706 direct |
| Jun 24, 2025 | Open-market sale (S) | Class A Common Stock2 | -14,425 | $35.24 | $508K | 173,073.706 direct |
Holdings before and after
- Class A Common Stock: 196,840.706 to 173,073.706 direct
Footnotes from the filing
- 1. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.625.
Transaction codes in this filing
- Open-market sale:
- Code S marks a sale in the open market or a private deal. The insider received cash for these securities.
FAQ
What did ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 report in this VERX Form 4?
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 (13(d) Group Member at Vertex Inc., VERX) reported that they sold 23,767 shares for $836K at an average $35.19 between Jun 20, 2025 and Jun 24, 2025. After these transactions the filing shows 173,073.71 shares held directly.
How many VERX shares does ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 hold after this filing?
The filing shows 173,073.71 shares held directly after the reported transactions. Form 4 reports only the positions it lists, so this may not be every holding.
Was this VERX insider sale made under a 10b5-1 plan?
The filing's footnotes do not mention a Rule 10b5-1 trading plan.
What does transaction code S mean on an SEC Form 4?
Code S marks a sale in the open market or a private deal. The insider received cash for these securities.
Historical context for VERX
Earlier insider filings at VERX
- Jun 18, 202513(D) GROUP MEMBER Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 sold $13,949,826 worth of shares (381,233 units at $36.59), decreasing direct ownership by 66% to 196,841 units (SEC Form 4)
- Jun 13, 2025Director Gayton Bradley M was granted 5,327 shares, increasing direct ownership by 11% to 52,862 units (SEC Form 4)
- Jun 13, 2025Director Stamm John Richard was granted 5,327 shares, increasing direct ownership by 45% to 17,047 units (SEC Form 4)
- Jun 13, 2025Director Radcliffe Amanda Westphal was granted 5,327 shares, increasing direct ownership by 4% to 143,392 units (SEC Form 4)
- Jun 13, 2025Director Thompson Stefanie Westphal was granted 5,327 shares, increasing direct ownership by 12% to 51,357 units (SEC Form 4)
- Market cap
- 30-day
- Sector
- Technology
- Industry
- Computer Software: Prepackaged Software
- Listed since
- 2020
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