| 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. From November 2022 to June 2025, the filings on record show 0 open-market purchases and 22 sales.
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.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 5, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 206,749 | $30.75 | $6,358,541.10 | -15.1% | +11.1% | +10.4% | |
| Dec 13, 2023 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 9,300 | $28.19 | $262,145.61 | -0.7% | +7.5% | +97.4% | |
| Dec 12, 2023 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 150,284 | $28.75 | $4,320,292.90 | -9.9% | +1.4% | +90.9% | |
| Dec 7, 2023 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 105,490 | $29.16 | $3,076,431.77 | -6.5% | +3.1% | +95.9% | |
| Dec 4, 2023 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 177,400 | $27.87 | $4,944,644.50 | -9.8% | +7.0% | +100.1% | |
| Nov 15, 2023 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 100,000 | $27.09 | $2,708,751.29 | -5.2% | -3.8% | +88.5% | |
| Apr 5, 2023 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 18,780 | $21.33 | $400,614.96 | -15.8% | -16.0% | +44.2% | |
| Apr 4, 2023 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 95,970 | $21.09 | $2,024,464.93 | -44.7% | -12.2% | +49.0% | |
| Mar 30, 2023 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 85,250 | $20.00 | $1,705,122.94 | -28.4% | -7.8% | +51.7% | |
| Mar 22, 2023 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 24,266 | $18.24 | $442,662.76 | -7.5% | +11.8% | +63.7% |