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[Form 4] Vertex, Inc. Insider Trading Activity

Filing Impact
(High)
Filing Sentiment
(Negative)
Form Type
4
Rhea-AI Filing Summary

Insider Trading Alert: The ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL, a 10% owner and 13(D) group member of Vertex, has executed multiple sales of Class A Common Stock over three consecutive trading days:

  • June 20, 2025: Sold 8,832 shares at weighted average price of $35.12
  • June 23, 2025: Sold 510 shares at $35.00
  • June 24, 2025: Sold 14,425 shares at weighted average price of $35.24

Following these transactions, the trust's holdings decreased to 173,073.706 shares, all held directly. The total disposition amounts to 23,767 shares, with sale prices ranging from $35.00 to $35.625. This significant insider selling activity by a major shareholder could signal important changes in insider sentiment.

Avviso di Operazioni Insider: L'ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL, detentore del 10% e membro del gruppo 13(D) di Vertex, ha effettuato diverse vendite di azioni ordinarie di Classe A in tre giorni di contrattazione consecutivi:

  • 20 giugno 2025: Vendute 8.832 azioni al prezzo medio ponderato di 35,12 $
  • 23 giugno 2025: Vendute 510 azioni a 35,00 $
  • 24 giugno 2025: Vendute 14.425 azioni al prezzo medio ponderato di 35,24 $

Dopo queste transazioni, le partecipazioni del trust sono scese a 173.073,706 azioni, tutte detenute direttamente. Il totale delle azioni cedute ammonta a 23.767 azioni, con prezzi di vendita compresi tra 35,00 $ e 35,625 $. Questa significativa attivit脿 di vendita da parte di un azionista di rilievo potrebbe indicare cambiamenti importanti nel sentiment interno.

Alerta de Operaciones con Informaci贸n Privilegiada: ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL, propietario del 10% y miembro del grupo 13(D) de Vertex, ha realizado m煤ltiples ventas de acciones comunes Clase A durante tres d铆as consecutivos de negociaci贸n:

  • 20 de junio de 2025: Vendi贸 8,832 acciones a un precio promedio ponderado de $35.12
  • 23 de junio de 2025: Vendi贸 510 acciones a $35.00
  • 24 de junio de 2025: Vendi贸 14,425 acciones a un precio promedio ponderado de $35.24

Tras estas transacciones, las participaciones del fideicomiso disminuyeron a 173,073.706 acciones, todas mantenidas directamente. El total vendido asciende a 23,767 acciones, con precios de venta entre $35.00 y $35.625. Esta significativa actividad de venta por parte de un accionista importante podr铆a indicar cambios relevantes en el sentimiento interno.

雮措秬鞛� 瓯半灅 鞎岆: Vertex鞚� 10% 歆�攵� 氤挫湢鞛愳澊鞛� 13(D) 攴鸽９ 甑劚鞗愳澑 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL鞚� 鞐办啀 靹� 瓯半灅鞚� 霃欖晥 韥措灅鞀� A 氤错喌欤茧ゼ 鞐煬 彀 毵る弰頃橃榾鞀惦媹雼�:

  • 2025雲� 6鞗� 20鞚�: 臧�欷� 韽夑窢 臧�瓴� $35.12鞐� 8,832欤� 毵る弰
  • 2025雲� 6鞗� 23鞚�: $35.00鞐� 510欤� 毵る弰
  • 2025雲� 6鞗� 24鞚�: 臧�欷� 韽夑窢 臧�瓴� $35.24鞐� 14,425欤� 毵る弰

鞚� 瓯半灅霌� 鞚错泟, 韸鸽煬鞀ろ姼鞚� 氤挫湢 欤检嫕鞚� 氇憪 歆侅爲 氤挫湢頃� 173,073.706欤�搿� 臧愳唽頃橃榾鞀惦媹雼�. 齑� 毵る弰 欤检嫕 靾橂姅 23,767欤�鞚措┌, 毵る弰臧�瓴╈潃 $35.00鞐愳劀 $35.625 靷澊鞛呺媹雼�. 欤检殧 欤检＜鞚� 鞚措煬頃� 雽�攴滊 雮措秬鞛� 毵る弰 頇滊彊鞚� 雮措秬鞛� 鞁Μ 氤�頇旍潣 欷戩殧頃� 鞁犿樃鞚� 靾� 鞛堨姷雼堧嫟.

Alerte sur les Transactions d'Initi茅s : L'ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL, d茅tenteur de 10 % et membre du groupe 13(D) de Vertex, a r茅alis茅 plusieurs ventes d'actions ordinaires de cat茅gorie A sur trois jours de bourse cons茅cutifs :

  • 20 juin 2025 : Vente de 8 832 actions au prix moyen pond茅r茅 de 35,12 $
  • 23 juin 2025 : Vente de 510 actions 脿 35,00 $
  • 24 juin 2025 : Vente de 14 425 actions au prix moyen pond茅r茅 de 35,24 $

脌 la suite de ces transactions, les avoirs du trust ont diminu茅 脿 173 073,706 actions, toutes d茅tenues directement. Le total des cessions s'茅l猫ve 脿 23 767 actions, avec des prix de vente allant de 35,00 $ 脿 35,625 $. Cette importante activit茅 de vente d'un initi茅 majeur pourrait indiquer des changements significatifs dans le sentiment des initi茅s.

Insider-Handelswarnung: ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL, ein 10%-Eigent眉mer und Mitglied der 13(D)-Gruppe von Vertex, hat an drei aufeinanderfolgenden Handelstagen mehrere Verk盲ufe von Class A Stammaktien durchgef眉hrt:

  • 20. Juni 2025: Verkauf von 8.832 Aktien zum gewichteten Durchschnittspreis von 35,12 $
  • 23. Juni 2025: Verkauf von 510 Aktien zu 35,00 $
  • 24. Juni 2025: Verkauf von 14.425 Aktien zum gewichteten Durchschnittspreis von 35,24 $

Nach diesen Transaktionen sank der Bestand des Trusts auf 173.073,706 Aktien, alle direkt gehalten. Die Gesamtabgabe bel盲uft sich auf 23.767 Aktien mit Verkaufspreisen zwischen 35,00 $ und 35,625 $. Diese bedeutende Insider-Verkaufsaktivit盲t eines Gro脽aktion盲rs k枚nnte auf wichtige Ver盲nderungen im Insider-Sentiment hinweisen.

Positive
  • None.
Negative
  • 10% owner and 13(D) group member sold a total of 23,767 shares of Class A Common Stock over three days (June 20-24, 2025) at prices ranging from $35.00 to $35.625, reducing their position from 188,008 to 173,073 shares
  • The significant share disposal by a major shareholder could signal reduced confidence in the company's near-term prospects

Insights

Analyzing...

Avviso di Operazioni Insider: L'ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL, detentore del 10% e membro del gruppo 13(D) di Vertex, ha effettuato diverse vendite di azioni ordinarie di Classe A in tre giorni di contrattazione consecutivi:

  • 20 giugno 2025: Vendute 8.832 azioni al prezzo medio ponderato di 35,12 $
  • 23 giugno 2025: Vendute 510 azioni a 35,00 $
  • 24 giugno 2025: Vendute 14.425 azioni al prezzo medio ponderato di 35,24 $

Dopo queste transazioni, le partecipazioni del trust sono scese a 173.073,706 azioni, tutte detenute direttamente. Il totale delle azioni cedute ammonta a 23.767 azioni, con prezzi di vendita compresi tra 35,00 $ e 35,625 $. Questa significativa attivit脿 di vendita da parte di un azionista di rilievo potrebbe indicare cambiamenti importanti nel sentiment interno.

Alerta de Operaciones con Informaci贸n Privilegiada: ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL, propietario del 10% y miembro del grupo 13(D) de Vertex, ha realizado m煤ltiples ventas de acciones comunes Clase A durante tres d铆as consecutivos de negociaci贸n:

  • 20 de junio de 2025: Vendi贸 8,832 acciones a un precio promedio ponderado de $35.12
  • 23 de junio de 2025: Vendi贸 510 acciones a $35.00
  • 24 de junio de 2025: Vendi贸 14,425 acciones a un precio promedio ponderado de $35.24

Tras estas transacciones, las participaciones del fideicomiso disminuyeron a 173,073.706 acciones, todas mantenidas directamente. El total vendido asciende a 23,767 acciones, con precios de venta entre $35.00 y $35.625. Esta significativa actividad de venta por parte de un accionista importante podr铆a indicar cambios relevantes en el sentimiento interno.

雮措秬鞛� 瓯半灅 鞎岆: Vertex鞚� 10% 歆�攵� 氤挫湢鞛愳澊鞛� 13(D) 攴鸽９ 甑劚鞗愳澑 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL鞚� 鞐办啀 靹� 瓯半灅鞚� 霃欖晥 韥措灅鞀� A 氤错喌欤茧ゼ 鞐煬 彀 毵る弰頃橃榾鞀惦媹雼�:

  • 2025雲� 6鞗� 20鞚�: 臧�欷� 韽夑窢 臧�瓴� $35.12鞐� 8,832欤� 毵る弰
  • 2025雲� 6鞗� 23鞚�: $35.00鞐� 510欤� 毵る弰
  • 2025雲� 6鞗� 24鞚�: 臧�欷� 韽夑窢 臧�瓴� $35.24鞐� 14,425欤� 毵る弰

鞚� 瓯半灅霌� 鞚错泟, 韸鸽煬鞀ろ姼鞚� 氤挫湢 欤检嫕鞚� 氇憪 歆侅爲 氤挫湢頃� 173,073.706欤�搿� 臧愳唽頃橃榾鞀惦媹雼�. 齑� 毵る弰 欤检嫕 靾橂姅 23,767欤�鞚措┌, 毵る弰臧�瓴╈潃 $35.00鞐愳劀 $35.625 靷澊鞛呺媹雼�. 欤检殧 欤检＜鞚� 鞚措煬頃� 雽�攴滊 雮措秬鞛� 毵る弰 頇滊彊鞚� 雮措秬鞛� 鞁Μ 氤�頇旍潣 欷戩殧頃� 鞁犿樃鞚� 靾� 鞛堨姷雼堧嫟.

Alerte sur les Transactions d'Initi茅s : L'ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL, d茅tenteur de 10 % et membre du groupe 13(D) de Vertex, a r茅alis茅 plusieurs ventes d'actions ordinaires de cat茅gorie A sur trois jours de bourse cons茅cutifs :

  • 20 juin 2025 : Vente de 8 832 actions au prix moyen pond茅r茅 de 35,12 $
  • 23 juin 2025 : Vente de 510 actions 脿 35,00 $
  • 24 juin 2025 : Vente de 14 425 actions au prix moyen pond茅r茅 de 35,24 $

脌 la suite de ces transactions, les avoirs du trust ont diminu茅 脿 173 073,706 actions, toutes d茅tenues directement. Le total des cessions s'茅l猫ve 脿 23 767 actions, avec des prix de vente allant de 35,00 $ 脿 35,625 $. Cette importante activit茅 de vente d'un initi茅 majeur pourrait indiquer des changements significatifs dans le sentiment des initi茅s.

Insider-Handelswarnung: ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL, ein 10%-Eigent眉mer und Mitglied der 13(D)-Gruppe von Vertex, hat an drei aufeinanderfolgenden Handelstagen mehrere Verk盲ufe von Class A Stammaktien durchgef眉hrt:

  • 20. Juni 2025: Verkauf von 8.832 Aktien zum gewichteten Durchschnittspreis von 35,12 $
  • 23. Juni 2025: Verkauf von 510 Aktien zu 35,00 $
  • 24. Juni 2025: Verkauf von 14.425 Aktien zum gewichteten Durchschnittspreis von 35,24 $

Nach diesen Transaktionen sank der Bestand des Trusts auf 173.073,706 Aktien, alle direkt gehalten. Die Gesamtabgabe bel盲uft sich auf 23.767 Aktien mit Verkaufspreisen zwischen 35,00 $ und 35,625 $. Diese bedeutende Insider-Verkaufsaktivit盲t eines Gro脽aktion盲rs k枚nnte auf wichtige Ver盲nderungen im Insider-Sentiment hinweisen.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
(Last) (First) (Middle)
C/O VERTEX, INC.
2301 RENAISSANCE BLVD
(Street)
KING OF PRUSSIA PA 19406
(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Vertex, Inc. [ VERX ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director X 10% Owner
Officer (give title below) X Other (specify below)
13(D) GROUP MEMBER
3. Date of Earliest Transaction (Month/Day/Year)
06/20/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
 6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Class A Common Stock 06/20/2025 S 8,832 D $35.1191(1) 188,008.706 D
Class A Common Stock 06/23/2025 S 510 D $35 187,498.706 D
Class A Common Stock 06/24/2025 S 14,425 D $35.2436(2) 173,073.706 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
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.
2. 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 $35.445.
/s/ Anne Marie Westphal, as Trustee 06/24/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source:

FAQ

How many shares of VERX stock did the ITEM SECOND IRR. TRUST sell on June 24, 2025?

The ITEM SECOND IRR. TRUST sold 14,425 shares of VERX Class A Common Stock on June 24, 2025 at a weighted average price of $35.2436 per share.

What was the total number of VERX shares sold by the trust across all reported transactions?

The trust sold a total of 23,767 shares of VERX Class A Common Stock across three transactions: 8,832 shares on June 20, 510 shares on June 23, and 14,425 shares on June 24, 2025.

What is the remaining VERX stock position held by the trust after these sales?

After the reported transactions, the trust retained beneficial ownership of 173,073.706 shares of VERX Class A Common Stock held directly (D).

What was the price range for VERX shares sold by the trust on June 20, 2025?

The shares sold on June 20, 2025 were transacted at prices ranging from $35.00 to $35.625, with a weighted average price of $35.1191 per share.

What is the relationship between the reporting person and VERX?

The reporting person (ITEM SECOND IRR. TRUST) is classified as both a 10% Owner of VERX and a 13(D) GROUP MEMBER according to the Form 4 filing.
Stock VERX logo
Vertex, Inc.

NASDAQ:VERX

VERX Rankings

#1714 Ranked by Market Cap
N/A Ranked by Dividends

VERX Latest News

Jul 8, 2025
Vertex to Announce Second Quarter 2025 Financial Results on Wednesday, August 6, 2025
Jun 26, 2025
Vertex Expands Global Tax Integration Ecosystem with 65 New Enhancements
Jun 10, 2025
Vertex Joins Oracle鈥檚 Enhanced PartnerNetwork Program
May 19, 2025
Vertex Named a Finalist for 2025 SAP庐 Pinnacle Award in the SAP Store Category
May 8, 2025
Vertex to Present at 20th Annual Needham Technology, Media, & Consumer Conference

VERX Latest SEC Filings

Jun 18, 2025
[Form 4] Vertex, Inc. Insider Trading Activity

VERX Stock Data

5.60B
63.44M
7.35%
104.86%
3.68%
Software - Application
Services-prepackaged Software
United States
KING OF PRUSSIA