Insider · CIK 0001819296
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
ownerother
Files at VERX (Vertex, Inc.). First filing Oct 15, 2024, latest Nov 12, 2024.
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 / 2
$0 bought, $13M sold
Signals
This insider’s open-market buys and sells, scored.
| Score | Side | Company | Value | Shares | Holdings change | Price context | Filed |
|---|---|---|---|---|---|---|---|
| 57Moderate | sell 5 | VERX Vertex, Inc. | $7.8M | 150,000 | -16% | - | |
| 50Moderate | sell 2 | VERX Vertex, Inc. | $5.5M | 135,146 | -13% | - |
Transactions
Every row this insider has filed, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Dec 23, 2024 | VERX Vertex, Inc. | GGift Class A Common Stock | -37,000 | $0.00 | $0 | 745,706 | Dec 26, 2024 |
| Nov 7, 2024 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stock | -26,645 | $51.40 | $1.4M | 906,061 | Nov 12, 2024 |
| Nov 8, 2024 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stock | -114,870 | $52.32 | $6.0M | 791,191 | Nov 12, 2024 |
| Nov 11, 2024 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stock | -8,485 | $49.50 | $420k | 782,706 | Nov 12, 2024 |
| Oct 10, 2024 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stock | -32,629 | $39.73 | $1.3M | 1,035,223 | Oct 15, 2024 |
| Oct 11, 2024 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stock | -46,098 | $40.48 | $1.9M | 989,125 | Oct 15, 2024 |
| Oct 14, 2024 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stock | -56,419 | $40.77 | $2.3M | 932,706 | Oct 15, 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.