| 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 Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 last filed a Form 4 in December 2024, as 10% Owner, 13(D) Group Member at VERX.
Our model assigns Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 a below-average insider score of 43/100, based on 53 past trades. Over a 12-month horizon, 18.9% of those trades were profitable, with an average 12-month return of -37.6%.
At the last filing, the largest reported position was 745,706 shares of VERX. The VERX filings lean toward selling, a net 1,806,294 shares.
Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 has 22 Form 4 filings on record from November 2022 to December 2024, all as 10% Owner, 13(D) Group Member at Vertex (VERX), 2022–2024.
The 56 reported transactions were 53 open-market sales, 2 conversions and 1 gift.
Counted by filing, the open-market trades come to no purchases and 19 sales worth about $55.3M.
The largest open-market sale was 278,113 shares of VERX at an average $30.50 on March 5, 2024, about $8.5M. Twelve months later VERX was up 10%.
None of the 15 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 December 2024. 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 11, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 150,000 | $52.00 | $7,799,979.94 | -16.1% | +13.7% | -60.1% | |
| Oct 14, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 135,146 | $40.42 | $5,462,273.63 | -12.7% | +27.6% | -39.0% | |
| Oct 9, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 129,854 | $41.20 | $5,349,348.31 | -10.8% | +27.5% | -39.2% | |
| Mar 25, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 2,959 | $30.03 | $88,847.19 | -0.2% | +13.9% | +18.1% | |
| Mar 20, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 49,095 | $30.05 | $1,475,294.32 | -3.9% | +17.8% | +20.7% | |
| Mar 14, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 19,587 | $30.01 | $587,773.66 | -1.5% | +17.3% | +12.3% | |
| Mar 8, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 50,246 | $30.08 | $1,511,507.55 | -3.8% | +12.8% | +10.2% | |
| Mar 5, 2024 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 278,113 | $30.50 | $8,482,149.64 | -17.4% | +11.1% | +10.4% | |
| Dec 13, 2023 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 60,599 | $28.77 | $1,743,599.41 | -3.7% | +7.5% | +97.4% | |
| Dec 11, 2023 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 138,829 | $28.69 | $3,982,587.15 | -7.7% | +1.6% | +90.3% |