ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 sold $836k of VERX
owner, other at Vertex, Inc.. 23,767 shares at an average of $35.19, traded Jun 20, 2025, filed Jun 24, 2025.
Score components
- +12Role10% owner
- +23Trade size$836k at market
- +5Share of holdings soldSold 12% of holdings
- +8Cluster2 insiders selling within 14 days
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.
Price around the trade, and since
From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™
Rows in this filing
Every transaction in Form 4 0001104659-25-062185, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Jun 20, 2025 | SOpen-market sale Class A Common Stock | -8,832 | $35.12 | $310k | 188,009 | Jun 24, 2025 |
| Jun 23, 2025 | SOpen-market sale Class A Common Stock | -510 | $35.00 | $18k | 187,499 | Jun 24, 2025 |
| Jun 24, 2025 | SOpen-market sale Class A Common Stock | -14,425 | $35.24 | $508k | 173,074 | Jun 24, 2025 |
Related signals
Other insiders at Vertex, Inc. and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 57Moderate | VERXbuy Vertex, Inc. | Eric C. Andersen director | $516k 40,000 shares | +36% | |
| 65Notable | Vertex, Inc. | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 owner, other | $14M 381,233 shares | -66% | |
| 61Notable | Vertex, Inc. | Jeffrey Westphal other | $115M 3,000,000 shares | -198% | |
| 53Moderate | Vertex, Inc. | David DeStefano PRESIDENT & CEO | $18M 472,531 shares | -35% | |
| 55Moderate | Vertex, Inc. | Ryan J Leib Chief Accounting Officer | $219k 5,755 shares | -100% | |
| 35Weak | VERXbuy Vertex, Inc. | Bradley M Gayton director | $299k 9,400 shares | +25% | |
| 37Weak | VERXsell 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 shares | -6% | |
| 57Moderate | Vertex, Inc. | John R Schwab CHIEF FINANCIAL OFFICER | $1.1M 20,000 shares | -27% | |
| 68Notable | Vertex, Inc. | Jeffrey Westphal other | $30M 575,000 shares | -100% | |
| 70Notable | Vertex, Inc. | David DeStefano PRESIDENT & CEO | $21M 381,100 shares | -83% |
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.