---
title: "Vertex, Inc. — Ownership Dossier"
canonical: https://whiteintel.dev/entity/327ff7b9-fef2-59b3-b8e6-9ea46c2aa9c5
json: https://whiteintel.dev/api/public/dossier/327ff7b9-fef2-59b3-b8e6-9ea46c2aa9c5
identifier: sec:0001806837
jurisdiction: US
risk: High
source: WhiteIntel corporate-ownership graph
---

# Vertex, Inc.

**Type:** Company  
**Jurisdiction:** [US](https://whiteintel.dev/jurisdictions/us)  
**Identifier:** `sec:0001806837`  
**Risk level:** High  
**Canonical dossier:** https://whiteintel.dev/entity/327ff7b9-fef2-59b3-b8e6-9ea46c2aa9c5  
**Structured JSON / MCP:** https://whiteintel.dev/api/public/dossier/327ff7b9-fef2-59b3-b8e6-9ea46c2aa9c5  

## Ownership & control

### Owners / controllers

- **ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001** (10% owner) — https://whiteintel.dev/entity/75ddb3d3-49ba-59a1-930e-285a40998a40
- **RADCLIFFE AMANDA WESTPHAL** (tenpercentowner) — https://whiteintel.dev/entity/2f3b3cb9-db04-5075-8826-31f101539730
- **THOMPSON STEFANIE WESTPHAL** (tenpercentowner) — https://whiteintel.dev/entity/bf3ce5ea-3ef0-5a5d-90a7-765b0d408c92
- **ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001** (tenpercentowner) — https://whiteintel.dev/entity/75ddb3d3-49ba-59a1-930e-285a40998a40
- **2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON** (tenpercentowner) — https://whiteintel.dev/entity/31e43964-bd2c-51a2-b98b-3dfa68522dd8
- **ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS U/A OF STEFANIE W. LUCAS DATED OCTOBER 5, 2001** (tenpercentowner) — https://whiteintel.dev/entity/47abb5dd-0cad-5ead-81bc-04c553b3a2f9
- **ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS U/A OF STEFANIE W. LUCAS DATED OCTOBER 5, 2001** (tenpercentowner) — https://whiteintel.dev/entity/e6c6b022-d4cc-5eed-89f8-cdf913923656
- **ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS U/A OF STEFANIE W. LUCAS DATED OCTOBER 5, 2001** (tenpercentowner) — https://whiteintel.dev/entity/73cb5bc9-1245-526f-90ab-133d21ec5b26
- **ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001** (tenpercentowner) — https://whiteintel.dev/entity/c9684485-c3f8-5c5e-8a50-96de5ce3b1d5
- **Westphal Jeffrey** (tenpercentowner) — https://whiteintel.dev/entity/55f1d166-dcf3-5787-ae64-6c26d138f043
- **ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001** (tenpercentowner) — https://whiteintel.dev/entity/776d5bd6-d11b-5b6b-a819-e9b4433abc6a
- **2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN** (tenpercentowner) — https://whiteintel.dev/entity/7f98acee-a940-5d23-84bf-f00ccb4f37af
- **TENSILE CAPITAL MANAGEMENT LLC** (tenpercentowner) — https://whiteintel.dev/entity/c4cb432b-35da-5503-82d3-f20e0a554813
- **ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001** (tenpercentownerother) — https://whiteintel.dev/entity/c9684485-c3f8-5c5e-8a50-96de5ce3b1d5
- **ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001** (tenpercentownerother) — https://whiteintel.dev/entity/776d5bd6-d11b-5b6b-a819-e9b4433abc6a
- **ITEM SECOND IRREVOCABLE TRUST FBO ANTOINETTE R. RADCLIFFE U/A OF AMANDA W RADCLIFFE DATED 10/05/2001** (tenpercentownerother) — https://whiteintel.dev/entity/77970533-c1af-50ea-ac98-4139cd02c915
- **THIRD PARTY FUNDED SPECIAL NEEDS TRUST FOR CALLUM W. RADCLIFFE U/A OF AMANDA W RADCLIFFE DATED MAY 15, 2015** (tenpercentownerother) — https://whiteintel.dev/entity/3f1fbd4e-2e4a-5454-90fd-be1520e1c871
- **2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN** (tenpercentownerother) — https://whiteintel.dev/entity/7f98acee-a940-5d23-84bf-f00ccb4f37af
- **ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS U/A OF STEFANIE W. LUCAS DATED OCTOBER 5, 2001** (tenpercentownerother) — https://whiteintel.dev/entity/47abb5dd-0cad-5ead-81bc-04c553b3a2f9
- **ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001** (tenpercentownerother) — https://whiteintel.dev/entity/75ddb3d3-49ba-59a1-930e-285a40998a40
- **2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON** (tenpercentownerother) — https://whiteintel.dev/entity/31e43964-bd2c-51a2-b98b-3dfa68522dd8
- **ITEM SECOND IRR. TRUST FBO SAMANTHA W. LUCAS U/A OF STEFANIE W. LUCAS DATED OCTOBER 5, 2001** (tenpercentownerother) — https://whiteintel.dev/entity/e3f6a8ee-98ea-51bf-b5ea-c1879789ecdf
- **ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS U/A OF STEFANIE W. LUCAS DATED OCTOBER 5, 2001** (tenpercentownerother) — https://whiteintel.dev/entity/e6c6b022-d4cc-5eed-89f8-cdf913923656
- **ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS U/A OF STEFANIE W. LUCAS DATED OCTOBER 5, 2001** (tenpercentownerother) — https://whiteintel.dev/entity/73cb5bc9-1245-526f-90ab-133d21ec5b26
- **ITEM SECOND IRREVOCABLE TRUST FBO KAILEY RADCLIFFE U/A OF AMANDA W RADCLIFFE DATED 10/05/2001** (tenpercentownerother) — https://whiteintel.dev/entity/15241d85-e561-5992-89aa-96ba04927a76

### UBO chain (walk to the ultimate owner)

A **72-step** ownership/control chain to the ultimate beneficial owner is resolved for this entity. The full cited chain unlocks with a paid API key or a one-off dossier — https://whiteintel.dev/pricing.

## Get the full, resolved dossier (agent-callable)

The above is the free teaser. The resolved **multi-hop UBO chain**, ownership **%**, full **financial history**, itemised **assets** and the hop-by-hop **exposure path** are the paid depth — callable as tools from your agent:

```bash
npx -y @whiteintel/mcp-server   # then: get_dossier · trace_ownership_path · check_offshore_exposure
```

Or unlock a one-off cited dossier for **Vertex, Inc.** — https://whiteintel.dev/entity/327ff7b9-fef2-59b3-b8e6-9ea46c2aa9c5 · pricing https://whiteintel.dev/pricing.

---

_This is the markdown-for-agents view of the WhiteIntel dossier for **Vertex, Inc.**. Human view: https://whiteintel.dev/entity/327ff7b9-fef2-59b3-b8e6-9ea46c2aa9c5 · Structured JSON: https://whiteintel.dev/api/public/dossier/327ff7b9-fef2-59b3-b8e6-9ea46c2aa9c5._

_Risk levels are heuristic investigative leads, not legal determinations of beneficial ownership. Every claim carries a source; an absent edge means "not yet observed in current sources", not "does not exist"._