Insider: ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 Other - Vertex, Inc.
| Company Holdings |
| Direct | Indirect Ownership | Total | |
| Shares | 173,074 | 0 | 173,074 |
| Value | $4,321,650.44 | $0.00 | $4,321,650.44 |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
|---|---|---|---|---|---|---|---|
| 06/24/2025 | DDS | 14,425 | Direct | COM | $35.24 | $508,388.93 | 173,074 |
| 06/23/2025 | DDS | 510 | Direct | COM | $35.00 | $17,850.00 | 187,499 |
| 06/20/2025 | DDS | 8,832 | Direct | COM | $35.12 | $310,171.89 | 188,009 |
| 06/18/2025 | DDS | 157,874 | Direct | COM | $35.93 | $5,672,633.84 | 196,841 |
| 06/17/2025 | DDS | 145,111 | Direct | COM | $37.16 | $5,392,469.87 | 354,715 |
| 06/16/2025 | DDS | 78,248 | Direct | COM | $36.87 | $2,884,722.07 | 499,826 |
| 11/08/2024 | DDS | 58,780 | Direct | COM | $52.26 | $3,072,113.19 | 615,074 |
| 11/07/2024 | DDS | 91,220 | Direct | COM | $51.44 | $4,692,311.19 | 673,854 |
| 10/11/2024 | DDS | 42,765 | Direct | COM | $40.48 | $1,731,336.75 | 765,074 |
| 10/10/2024 | DDS | 32,410 | Direct | COM | $39.73 | $1,287,548.83 | 807,839 |
| 10/09/2024 | DDS | 48,957 | Direct | COM | $41.31 | $2,022,536.06 | 840,249 |
| 10/08/2024 | DDS | 27,732 | Direct | COM | $41.32 | $1,145,980.53 | 889,206 |
| 10/07/2024 | DDS | 48,136 | Direct | COM | $41.02 | $1,974,360.62 | 916,938 |
| 03/26/2024 | DDS | 27,128 | Direct | COM | $30.27 | $821,191.69 | 965,074 |
| 03/25/2024 | DDS | 47,571 | Direct | COM | $30.09 | $1,431,554.10 | 992,202 |
| 03/21/2024 | DDS | 100 | Direct | COM | $30.00 | $3,000.00 | 1,039,773 |
| 03/20/2024 | DDS | 10,917 | Direct | COM | $30.04 | $327,940.13 | 1,039,873 |
| 03/19/2024 | DDS | 30,941 | Direct | COM | $30.05 | $929,925.57 | 1,050,790 |
| 03/18/2024 | DDS | 6,910 | Direct | COM | $30.05 | $207,625.46 | 1,081,731 |
| 03/14/2024 | DDS | 8,090 | Direct | COM | $30.01 | $242,752.59 | 1,088,641 |
| 03/13/2024 | DDS | 1,301 | Direct | COM | $30.00 | $39,030.00 | 1,096,731 |
| 03/12/2024 | DDS | 9,727 | Direct | COM | $30.01 | $291,930.61 | 1,098,032 |
| 03/08/2024 | DDS | 20,113 | Direct | COM | $30.14 | $606,127.38 | 1,107,759 |
| 03/07/2024 | DDS | 19,864 | Direct | COM | $30.06 | $597,111.84 | 1,127,872 |
| 03/06/2024 | DDS | 10,589 | Direct | COM | $30.01 | $317,796.01 | 1,147,736 |
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Transaction Type Key First letter: A = Acquired, D = Disposed Second letter: A = Grant, award or other acquisition pursuant to Rule 16b-3(d) C = Conversion of derivative security | D = Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e) | E = Expiration of short derivative position | F = Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. | G = Gift | H = Expiration (or cancellation) of long derivative position with value received | I = Discretionary transaction in accordance with Rule 16b-3(f) | J = Other | L = Small acquisition under Rule 16a-6 | M = Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 | O = Exercise of out-of-the-money derivative security | P = Open market or private purchase | S = Open market or private sale | U = Disposition pursuant to a tender of shares in a change of control transaction | W = Acquisition or disposition by will or the laws of descent and distribution | X = Exercise of in-the-money or at-the-money derivative security | Z = Deposit into or withdrawal from voting trust |
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