ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 (CIK 0001819296)

Latest company ownership

VERX - Vertex, Inc.

Role: 10% Owner

Shares held

745,706

Last filed at

Dec 26, 2024

Confidence Score

49.9

2025Q4

Confidence Score History

2023Q1 2025Q4

Recent buy/sell transactions

Exec date	Filing date	Company	Role	Signal	Confidence	Shares	% of shares	Under plan?	Amount (USD)
Nov 7, 2024	Nov 12, 2024	Vertex, Inc.	10% Owner	Sell	16.3	-150,000	-16.08%	✗	$7.8M
Oct 10, 2024	Oct 15, 2024	Vertex, Inc.	10% Owner	Sell	16.3	-135,146	-12.66%	✗	$5.5M
Oct 7, 2024	Oct 9, 2024	Vertex, Inc.	10% Owner	Sell	16.3	-129,854	-10.84%	✗	$5.3M
Mar 21, 2024	Mar 25, 2024	Vertex, Inc.	10% Owner	Sell	40.0	-2,959	-0.25%	✗	$88.8K
Mar 18, 2024	Mar 20, 2024	Vertex, Inc.	10% Owner	Sell	17.5	-49,095	-3.93%	✗	$1.5M
Mar 12, 2024	Mar 14, 2024	Vertex, Inc.	10% Owner	Sell	20.0	-19,587	-1.54%	✗	$587.8K
Mar 6, 2024	Mar 8, 2024	Vertex, Inc.	10% Owner	Sell	17.5	-50,246	-3.81%	✗	$1.5M
Mar 1, 2024	Mar 5, 2024	Vertex, Inc.	10% Owner	Sell	16.3	-278,113	-17.41%	✗	$8.5M
Dec 12, 2023	Dec 14, 2023	Vertex, Inc.	10% Owner	Sell	17.5	-60,599	-3.65%	✗	$1.7M
Dec 7, 2023	Dec 11, 2023	Vertex, Inc.	10% Owner	Sell	17.5	-138,829	-7.73%	✗	$4M
Dec 4, 2023	Dec 6, 2023	Vertex, Inc.	10% Owner	Sell	17.5	-63,311	-3.40%	✗	$1.8M
Nov 29, 2023	Dec 1, 2023	Vertex, Inc.	10% Owner	Sell	16.3	-228,555	-10.94%	✗	$6.4M
Nov 13, 2023	Nov 15, 2023	Vertex, Inc.	10% Owner	Sell	17.5	-100,000	-4.57%	✗	$2.7M
Apr 5, 2023	Apr 7, 2023	Vertex, Inc.	10% Owner	Sell	20.0	-18,780	-15.81%	✗	$400.6K
Mar 31, 2023	Apr 4, 2023	Vertex, Inc.	10% Owner	Sell	17.5	-95,969	-44.69%	✗	$2M
Mar 28, 2023	Mar 30, 2023	Vertex, Inc.	10% Owner	Sell	17.5	-85,251	-28.42%	✗	$1.7M
Mar 20, 2023	Mar 22, 2023	Vertex, Inc.	10% Owner	Sell	20.0	-24,267	-7.48%	✗	$442.7K
Mar 15, 2023	Mar 17, 2023	Vertex, Inc.	10% Owner	Sell	17.5	-130,832	-28.75%	✗	$2.4M
Mar 10, 2023	Mar 14, 2023	Vertex, Inc.	10% Owner	Sell	20.0	-44,901	-8.98%	✗	$826.5K