| 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 | 10% Owner, 13(D) Group Member
1 company
Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 is 10% Owner at VERX.
Our model assigns Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 a middling insider score of 54/100, based on 16 past trades. Over a 12-month horizon, 46.7% of those trades were profitable, with an average 12-month return of -19.3%.
The VERX filings lean toward selling, a net 1,367,900 shares.
Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 has 9 Form 4 filings on record from March 2023 to March 2026, all as 10% Owner at Vertex (VERX), 2023–2026.
The 17 reported transactions were 15 open-market sales, 1 open-market purchase and 1 conversion.
Counted by filing, the open-market trades come to 1 purchase worth about $150K and 7 sales worth about $42.2M.
The only open-market purchase was 10,000 shares of VERX at an average $15.05 on March 9, 2026, about $150K.
The largest open-market sale was 388,879 shares of VERX at an average $22.74 on November 8, 2023, about $8.8M. Twelve months later VERX was up 129%.
None of the 7 sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 9, 2026 | VERX Vertex, Inc. | 10% Owner | Buy | 10,000 | $15.05 | $150,477.00 | +0.8% | -13.6% | - | |
| Jan 23, 2025 | VERX Vertex, Inc. | 10% Owner | Sell | 72,000 | $56.49 | $4,067,286.28 | -5.6% | -30.3% | -65.4% | |
| Dec 10, 2024 | VERX Vertex, Inc. | 10% Owner | Sell | 75,000 | $55.01 | $4,125,501.90 | -5.5% | -43.0% | -63.8% | |
| Nov 21, 2024 | VERX Vertex, Inc. | 10% Owner | Sell | 72,000 | $52.58 | $3,785,736.82 | -5.0% | -13.7% | -63.0% | |
| Aug 26, 2024 | VERX Vertex, Inc. | 10% Owner | Sell | 158,900 | $37.27 | $5,922,520.80 | -10.0% | +46.0% | -33.8% | |
| Nov 13, 2023 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 300,000 | $27.18 | $8,154,858.00 | -15.9% | -5.1% | +82.1% | |
| Nov 8, 2023 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 388,879 | $22.74 | $8,843,493.19 | -17.1% | +12.6% | +129.2% | |
| Nov 3, 2023 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 311,121 | $23.40 | $7,279,713.90 | -12.0% | +8.0% | +80.2% |