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VERX

Vertex, Inc. · Technology

Item Second Irr. Trust Fbo Jacob J. Westphal U/A of Jeffrey R. Westphal Dated October 5, 2001 sold $5.5M of Vertex, Inc.

13(d) Group Member, 10%

Sold$5,462,274
$40.42Price
135,146Shares
−13%Stake

What VERX did after the filing

Filed Oct 15, copier in the same day
The stock from Tue, Oct 15 close, $41.26
+33.7%
S&P 500, same days
+3.6%

Measured over 30 trading days, to the Nov 26 close.

Traded Thu, Oct 10. Filed Tue, Oct 15, 2:00 PM ET, during the session. Returns use the Oct 15 close and the Nov 26 close. Not investment advice.