ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 bought $150k of VERX
owner at Vertex, Inc.. 10,000 shares at an average of $15.05, traded Mar 9, 2026, filed Mar 9, 2026.
Score components
- +12Role10% owner
- +11Trade size$150k at market
- -5Relative to holdingsUnder 1% of holdings (0.8%)
- +8Price context64% below the 52-week high
- +8Cluster2 insiders buying within 14 days
- 0Repeat buyingFirst buy in 90 days
- 0Track recordToo few past buys to judge (0 with prices)
- -5Outside holderA 10% owner who is not an officer or director
What happened after comparable buys
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.
This signal so far: 1m -22.4%, 3m -13.6%, 6m -7.8%.
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 0001104659-26-025389, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Mar 9, 2026 | POpen-market purchase Class A Common Stock | -10,000 | $15.05 | $150k | 1,221,100 | Mar 9, 2026 |
Related signals
Other insiders at Vertex, Inc. and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 24Weak | VERXsell Vertex, Inc. | David DeStefano PRESIDENT & CEO | $82k 6,460 shares | -3% | |
| 87Strong | Vertex, Inc. | Christopher David Young President and CEO | $731k 60,000 shares | - | |
| 72Notable | Vertex, Inc. | Eric C. Andersen director | $516k 40,000 shares | +36% | |
| 74Notable | Vertex, Inc. | Jeffery Westphal other | $5.1M 397,740 shares | - | |
| 48Moderate | Vertex, Inc. | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 owner, other | $836k 23,767 shares | -12% | |
| 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. | Jeffery 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% |
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.