Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 - Net Worth and Insider Trading

Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Net Worth

The estimated net worth of Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 is at least $35 Million dollars as of 2024-12-03. Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 is the 10% Owner of Vertex Inc and owns about 615,074 shares of Vertex Inc (VERX) stock worth over $35 Million. Details can be seen in Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 has not made any transactions after 2024-11-08 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

Transaction Summary of Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001

Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 owns 1 companies in total, including Vertex Inc (VERX) .

Click here to see the complete history of Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001’s form 4 insider trades.

Insider Ownership Summary of Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001

Ticker	Comapny	Transaction Date	Type of Owner
VERX	Vertex Inc	2024-11-08	10 percent owner & other: 13(d) Group Member

Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Latest Holdings Summary

Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 currently owns a total of 1 stock. Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 owns 615,074 shares of Vertex Inc (VERX) as of November 8, 2024, with a value of $35 Million.

Latest Holdings of Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001

Ticker	Comapny	Latest Transaction Date	Shares Owned	Current Price ($)	Current Value ($)
VERX	Vertex Inc	2024-11-08	615,074	56.92	35,010,012

Holding Weightings of Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001

Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Form 4 Trading Tracker

According to the SEC Form 4 filings, Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 has made a total of 20 transactions in Vertex Inc (VERX) over the past 5 years, including 0 buys and 20 sells. The most-recent trade in Vertex Inc is the sale of 150,000 shares on November 8, 2024, which brought Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 around $8 Million.

Insider Trading History of Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.

Total 0

Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Ownership Network

Ownership Network List of Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001

No Data

Ownership Network Relation of Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001

Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Owned Company Details

What does Vertex Inc do?

Who are the key executives at Vertex Inc?

Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 is the 10 percent owner & other: 13(d) Group Member of Vertex Inc. Other key executives at Vertex Inc include director & President & CEO David Destefano , General Counsel Rowland Bryan T.r. , and 10 percent owner & other: 13(d) Group Member Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 .

Vertex Inc (VERX) Insider Trades Summary

Over the past 18 months, Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 made 14 insider transaction in Vertex Inc (VERX) with a net sale of 1,292,474. Other recent insider transactions involving Vertex Inc (VERX) include a net sale of 1,406,294 shares made by Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 , a net sale of 14,734,554 shares made by Jeffery Westphal , and a net sale of 281,452 shares made by 2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan .

In summary, during the past 3 months, insiders sold 4,786,278 shares of Vertex Inc (VERX) in total and bought 0 shares, with a net sale of 4,786,278 shares. During the past 18 months, 20,138,021 shares of Vertex Inc (VERX) were sold and 0 shares were bought by its insiders, resulting in a net sale of 20,138,021 shares.

Vertex Inc (VERX)'s detailed insider trading history can be found in Insider Trading Tracker table.

Vertex Inc Insider Transactions

No Available Data

Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Mailing Address

Above is the net worth, insider trading, and ownership report for Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001. You might contact Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 via mailing address: C/o Vertex, Inc., 2301 Renaissance Blvd., King Of Prussia Pa 19406.

Discussions on Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001

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