| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
10% Owner, 13(D) Group Member
1 company
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 last filed a Form 4 in June 2025, as 10% Owner, 13(D) Group Member at VERX.
Historically, Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001's trades have earned a below-average insider score of 49/100 across 57 rated trades. Over a 12-month horizon, 24.6% of those trades were profitable, with an average 12-month return of -28.2%.
At the last filing, the largest reported position was 173,074 shares of VERX. The VERX filings lean toward selling, a net 2,097,474 shares.
Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 has 25 Form 4 filings on record from November 2022 to June 2025, all as 10% Owner, 13(D) Group Member at Vertex (VERX), 2022–2025.
The 60 reported transactions were 57 open-market sales, 2 conversions and 1 gift.
Counted by filing, the open-market trades come to no purchases and 22 sales worth about $66.0M.
The largest open-market sale was 381,233 shares of VERX at an average $36.59 on June 18, 2025, about $13.9M. Twelve months later VERX was down 69%.
None of the 18 sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
Shares as reported in the last Form 4 for each company; the most recent is from June 2025. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 24, 2025 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 23,767 | $35.19 | $836,410.82 | -12.1% | -27.2% | -68.5% | |
| Jun 18, 2025 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 381,233 | $36.59 | $13,949,825.78 | -65.9% | -28.2% | -68.7% | |
| Nov 8, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 150,000 | $51.76 | $7,764,424.38 | -19.6% | +11.4% | -62.5% | |
| Oct 11, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 75,175 | $40.16 | $3,018,885.58 | -8.9% | +29.3% | -38.6% | |
| Oct 9, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 124,825 | $41.20 | $5,142,877.21 | -12.9% | +27.5% | -39.2% | |
| Mar 26, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 27,128 | $30.27 | $821,191.69 | -2.7% | +13.7% | +18.3% | |
| Mar 25, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 47,671 | $30.09 | $1,434,554.10 | -4.6% | +13.9% | +18.1% | |
| Mar 20, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 48,768 | $30.05 | $1,465,491.16 | -4.5% | +17.8% | +20.7% | |
| Mar 14, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 19,118 | $30.01 | $573,713.20 | -1.7% | +17.3% | +12.3% | |
| Mar 8, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 50,566 | $30.08 | $1,521,035.23 | -4.4% | +12.8% | +10.2% |