| 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. From November 2022 to December 2024, the filings on record show 0 open-market purchases and 19 sales.
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.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 6, 2023 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 63,311 | $29.11 | $1,843,001.81 | -3.4% | +4.0% | +94.4% | |
| Dec 1, 2023 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 228,555 | $28.20 | $6,445,214.85 | -10.9% | +20.7% | +95.0% | |
| Nov 15, 2023 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 100,000 | $26.99 | $2,698,936.65 | -4.6% | -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 | 95,969 | $21.09 | $2,024,443.51 | -44.7% | -12.2% | +49.0% | |
| Mar 30, 2023 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 85,251 | $20.00 | $1,705,142.12 | -28.4% | -7.8% | +51.7% | |
| Mar 22, 2023 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 24,267 | $18.24 | $442,681.00 | -7.5% | +11.8% | +63.7% | |
| Mar 17, 2023 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 130,832 | $18.49 | $2,418,757.89 | -28.7% | +9.1% | +61.3% | |
| Mar 14, 2023 | VERX Vertex, Inc. | 10% Owner, 13(D) Group Member | Sell | 44,901 | $18.41 | $826,458.11 | -9.0% | +23.5% | +60.8% |