Insider · CIK 0001819244
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner
Files at VERX (Vertex, Inc.). First filing Nov 21, 2024, latest Jan 23, 2025.
Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
0 / 3
$0 bought, $12M sold
Signals
This insider’s open-market buys and sells, scored.
| Score | Side | Company | Value | Shares | Holdings change | Price context | Filed |
|---|---|---|---|---|---|---|---|
| 37Weak | sell | VERX Vertex, Inc. | $4.1M | 72,000 | -6% | - | |
| 52Moderate | sell 6 | VERX Vertex, Inc. | $4.1M | 75,000 | -6% | - | |
| 52Moderate | sell 7 | VERX Vertex, Inc. | $3.8M | 72,000 | -5% | - |
Transactions
Every row this insider has filed, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Jan 22, 2025 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stock | -53,843 | $56.48 | $3.0M | 1,229,257 | Jan 23, 2025 |
| Jan 23, 2025 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stock | -18,157 | $56.52 | $1.0M | 1,211,100 | Jan 23, 2025 |
| Dec 9, 2024 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stock | -13,346 | $55.13 | $736k | 1,344,754 | Dec 11, 2024 |
| Dec 10, 2024 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stock | -61,654 | $54.98 | $3.4M | 1,283,100 | Dec 11, 2024 |
| Nov 20, 2024 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stock | -40,966 | $52.16 | $2.1M | 1,389,134 | Nov 21, 2024 |
| Nov 21, 2024 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stock | -31,034 | $53.13 | $1.6M | 1,358,100 | Nov 21, 2024 |
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.