| 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 a 10% Owner at VERX. Recent filings cover 0 purchases and 15 sales. Those positions are worth an estimated $14.7M at current prices.
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 55/100, based on 15 past trades. Over a 12-month horizon, 46.7% of those trades were profitable, with an average 12-month return of -19.3%.
Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001's largest disclosed position is in VERX as 10% Owner, worth about $14.7M. The recent filings there lean toward selling, a net 1,377,900 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Jan 23, 2025 | VERX Vertex, Inc. | 10% Owner | Sell | 72,000 | $56.49 | $4,067,286.28 | -2.9% | -30.3% | -65.4% | |
| Dec 10, 2024 | VERX Vertex, Inc. | 10% Owner | Sell | 75,000 | $55.01 | $4,125,501.90 | -2.8% | -43.0% | -63.8% | |
| Nov 21, 2024 | VERX Vertex, Inc. | 10% Owner | Sell | 72,000 | $52.58 | $3,785,736.82 | -2.6% | -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 | -8.6% | -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 | -6.1% | +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 | -4.1% | +8.0% | +80.2% |