News + Filings Transactions
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Westphal Jeffery
| Date | Name | Symbol | Type | Security | Shares | Price | Value | Ownership | Reported |
| 10/02/2023 | Vertex, Inc. | | Sale | Class A Common Stock | 1.1M | $22.32 | $24.6M | See Footnote | 10/02/2023 |
| 08/02/2023 | Vertex, Inc. | | Conversion | Class A Common Stock | 879k | $0.00 | $0 | See Footnote | 08/02/2023 |
| 08/02/2023 | Vertex, Inc. | | Conversion | Class B Common Stock | 879k | $0.00 | $0 | See Footnote | 08/02/2023 |
| 07/14/2023 | Vertex, Inc. | | Sale | Class A Common Stock | 89.2k | $18.66 | $1.7M | By The 2009 Jeffrey R. Westphal Generation Skipping Trust | 07/12/2023 |
| 07/13/2023 | Vertex, Inc. | | Sale | Class A Common Stock | 155.1k | $18.91 | $2.9M | By The 2009 Jeffrey R. Westphal Generation Skipping Trust | 07/12/2023 |
| 07/12/2023 | Vertex, Inc. | | Sale | Class A Common Stock | 80.8k | $18.90 | $1.5M | By The 2009 Jeffrey R. Westphal Generation Skipping Trust | 07/12/2023 |
| 06/30/2023 | Vertex, Inc. | | Sale | Class A Common Stock | 600k | $19.07 | $11.4M | By The 2009 Jeffrey R. Westphal Generation Skipping Trust | 06/30/2023 |
| 06/30/2023 | Vertex, Inc. | | Sale | Class A Common Stock | 8.8k | $19.92 | $175.2k | See Footnote | 06/30/2023 |
| 06/28/2023 | Vertex, Inc. | | Sale | Class A Common Stock | 800k | $18.26 | $14.6M | By The 2009 Jeffrey R. Westphal Generation Skipping Trust | 06/28/2023 |
| 03/16/2023 | Vertex, Inc. | | Sale | Class A Common Stock | 160k | $18.74 | $3M | By The 2009 Jeffrey R. Westphal Generation Skipping Trust | 03/14/2023 |
| 03/16/2023 | Vertex, Inc. | | Sale | Class A Common Stock | 1.2M | $17.62 | $21.4M | By The 2009 Jeffrey R. Westphal Generation Skipping Trust | 03/14/2023 |
| 03/15/2023 | Vertex, Inc. | | Sale | Class A Common Stock | 110.3k | $18.51 | $2M | By The 2009 Jeffrey R. Westphal Generation Skipping Trust | 03/14/2023 |
| 03/14/2023 | Vertex, Inc. | | Sale | Class A Common Stock | 23.9k | $18.67 | $445.9k | By The 2009 Jeffrey R. Westphal Generation Skipping Trust | 03/14/2023 |
| 03/09/2023 | Vertex, Inc. | | Sale | Class A Common Stock | 35.1k | $18.85 | $661.3k | By The 2009 Jeffrey R. Westphal Generation Skipping Trust | 03/08/2023 |
| 03/08/2023 | Vertex, Inc. | | Sale | Class A Common Stock | 62.9k | $18.63 | $1.2M | By The 2009 Jeffrey R. Westphal Generation Skipping Trust | 03/08/2023 |
| 03/02/2023 | Vertex, Inc. | | Sale | Class A Common Stock | 50k | $15.66 | $783.2k | By The 2009 Jeffrey R. Westphal Generation Skipping Trust | 02/28/2023 |
| 03/01/2023 | Vertex, Inc. | | Sale | Class A Common Stock | 38.9k | $15.73 | $612k | By The 2009 Jeffrey R. Westphal Generation Skipping Trust | 02/28/2023 |
| 02/28/2023 | Vertex, Inc. | | Sale | Class A Common Stock | 44.4k | $15.82 | $702.1k | By The 2009 Jeffrey R. Westphal Generation Skipping Trust | 02/28/2023 |
| 11/17/2022 | Vertex, Inc. | | Sale | Class A Common Stock | 1.5M | $15.15 | $22.7M | By The 2009 Jeffrey R. Westphal Generation-Skipping Trust | 11/17/2022 |
| 07/29/2022 | Vertex, Inc. | | Sale | Class A Common Stock | 5M | $7.35 | $36.8M | By The 2009 Jeffrey R. Westphal Generation Skipping Trust | 07/29/2022 |
| 07/29/2022 | Vertex, Inc. | | Sale | Call Option (Obligation to Sell) | 750k | $7.85 | $5.9M | By The 2009 Jeffrey R. Westphal Generation Skipping Trust | 07/29/2022 |
| 07/12/2022 | Vertex, Inc. | | Sale | Class A Common Stock | 2k | $11.12 | $22.1k | See Footnote | 07/11/2022 |
| 07/11/2022 | Vertex, Inc. | | Sale | Class A Common Stock | 69.6k | $11.36 | $790.3k | See Footnote | 07/11/2022 |
| 07/08/2022 | Vertex, Inc. | | Sale | Class A Common Stock | 25.3k | $12.02 | $304.5k | See Footnote | 07/08/2022 |
| 07/07/2022 | Vertex, Inc. | | Sale | Class A Common Stock | 6.7k | $12.03 | $80.9k | See Footnote | 07/07/2022 |
| 07/01/2022 | Vertex, Inc. | | Sale | Class A Common Stock | 61.9k | $11.06 | $683.9k | See Footnote | 06/30/2022 |
| 06/30/2022 | Vertex, Inc. | | Sale | Class A Common Stock | 150k | $11.32 | $1.7M | See Footnote | 06/30/2022 |
| 06/21/2022 | Vertex, Inc. | | Conversion | Class A Common Stock | 5.5M | $0.00 | $0 | By The 2009 Jeffrey R. Westphal Generation Skipping Trust | 06/21/2022 |
| 06/21/2022 | Vertex, Inc. | | Conversion | Class B Common Stock | 5.5M | $0.00 | $0 | By The 2009 Jeffrey R.Westphal Generation Skipping Trust | 06/21/2022 |
| 05/23/2022 | Vertex, Inc. | | Sale | Class A Common Stock | 48.6k | $12.01 | $583.6k | By The 2009 Jeffrey R. Westphal Generation Skipping Trust | 05/23/2022 |
| 01/11/2022 | Vertex, Inc. | | Sale | Class A Common Stock | 800k | $14.60 | $11.7M | By The 2009 Jeffrey R. Westphal Generation Skipping Trust | 01/11/2022 |
| 11/30/2021 | Vertex, Inc. | | Conversion | Class A Common Stock | 1.2M | $0.00 | $0 | By The 2009 Jeffrey R. Westphal Generation Skipping Trust | 11/30/2021 |
| 11/30/2021 | Vertex, Inc. | | Conversion | Class B Common Stock | 1.2M | $0.00 | $0 | By The 2009 Jeffrey R.Westphal Generation Skipping Trust | 11/30/2021 |
| 05/07/2021 | Vertex, Inc. | | Conversion | Class A Common Stock | 12.1M | $0.00 | $0 | By The 2009 Jeffrey R. Westphal Generation Skipping Trust | 05/07/2021 |
| 05/07/2021 | Vertex, Inc. | | Conversion | Class B Common Stock | 12.1M | $0.00 | $0 | By The 2009 Jeffrey R.Westphal Generation Skipping Trust | 05/07/2021 |
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