Jeffrey Westphal - Other* at Vertex, Inc.

Insider Transactions and Holdings

Entity Type
Individual
Role
Other*
Issuer Symbol
VERX on Nasdaq
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Jeffrey Westphal - trading volume in the past year for Vertex, Inc.

Holdings reported by Jeffrey Westphal for Vertex, Inc.

Security Num Shares Value Price $ Transaction Date Ownership Underlying Class Underlying Amount
Class B Common Stock 1,125,927 $42,706,411 $37.93 09 Jun 2025 By The 2009 Jeffrey R. Westphal Generation Skipping Trust Class A Common Stock 1,125,927
Class B Common Stock 388,000 $14,716,840 $37.93 09 Jun 2025 Direct Class A Common Stock 388,000
Class A Common Stock 7,895 $299,457 $37.93 09 Jun 2025 Direct
Class A Common Stock 0 $0 $38.45 09 Jun 2025 By Rainer J. Westphal 2007 Separate Exempt Trust FBO Jeffrey Westphal
Class A Common Stock 0 $0 $38.45 09 Jun 2025 By Rainer J. Westphal 2007 Separate Non-Exempt Trust FBO Jeffrey Westphal
Class A Common Stock 0 $0 $38.45 09 Jun 2025 By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Class B Common Stock 0 $0 $37.93 09 Jun 2025 By Rainer J. Westphal 2007 Separate Exempt Trust FBO Jeffrey Westphal Class A Common Stock 332,244
Class B Common Stock 0 $0 $37.93 09 Jun 2025 By Rainer J. Westphal 2007 Separate Non-Exempt Trust FBO Jeffrey Westphal Class A Common Stock

Transactions reported by Jeffrey Westphal for Vertex, Inc.

Sym Class Transaction % Value $ * Price $ Shares Shares After Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.