sellModerate cluster of 2
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 sold $3.0M of VERX
owner, other at Vertex, Inc.. 75,175 shares at an average of $40.16, traded Oct 10, 2024, filed Oct 15, 2024.
Warning score
45Value
$3.0M
75,175 shares
Holdings after
765,074
-9% from before
From 52-week low
-
no price yet
From 52-week high
-
no price yet
Score components
What happened after comparable sells
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
Rows in this filing
Every transaction in Form 4 0001104659-24-108717, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Oct 10, 2024 | SOpen-market sale Class A Common Stock | -32,410 | $39.73 | $1.3M | 807,839 | Oct 15, 2024 |
| Oct 11, 2024 | SOpen-market sale Class A Common Stock | -42,765 | $40.48 | $1.7M | 765,074 | Oct 15, 2024 |
Related signals
Other insiders at Vertex, Inc. and this insider’s other filings.
| Score | Side | Company | Insider | Value | Shares | Filed |
|---|---|---|---|---|---|---|
| 35Weak | buy | VERX Vertex, Inc. | Gayton Bradley M director | $299k | 9,400 | |
| 37Weak | sell | VERX Vertex, Inc. | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 owner | $4.1M | 72,000 | |
| 57Moderate | sell 5 | VERX Vertex, Inc. | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | $1.1M | 20,000 | |
| 68Notable | sell 5 | VERX Vertex, Inc. | Westphal Jeffrey other | $30M | 575,000 | |
| 70Notable | sell 6 | VERX Vertex, Inc. | DeStefano David PRESIDENT & CEO | $21M | 381,100 | |
| 52Moderate | sell 6 | VERX Vertex, Inc. | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 owner | $4.1M | 75,000 | |
| 65Notable | sell 6 | VERX Vertex, Inc. | DeStefano David PRESIDENT & CEO | $1.0M | 17,900 | |
| 47Moderate | sell 6 | VERX Vertex, Inc. | Stamm John Richard director | $214k | 3,815 | |
| 70Notable | sell 4 | VERX Vertex, Inc. | DeStefano David PRESIDENT & CEO | $1.4M | 25,607 | |
| 46Moderate | sell 4 | VERX Vertex, Inc. | Rowland Bryan T.R. GENERAL COUNSEL | $166k | 3,020 |
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.