ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 is 10% Owner at Vertex, Inc. (VERX). They have made 22 open-market trades across 1 company since 2023, most recently 2025-06-24.
CIK 0001818852
Unrated. We grade insiders only on stock they chose to buy on the open market. Grants, option exercises and vesting say nothing about timing, so they don't count — which is why someone can file often and still have no grade. It isn't a bad sign: unrated buys beat every graded tier below A.
0 open-market purchases, against 22 sales. Too few scored purchases to measure a record yet.
| Ticker | Shares | Value |
|---|---|---|
| VERX | 187,498 | $2.5M |
Shares reported on the most recent Form 4, priced at the 2025-06-24 close.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 27% | 55% | 27% |
| Avg Move | +2.9% | +2.7% | +5.6% |
| Scored | 22 | 22 | 22 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| VERX | SELL | 2025-06-20 | 2025-06-24 | $35.17 | $1.1M | +2.0% | -1.8% | -27.3% |
| VERX | SELL | 2025-06-16 | 2025-06-18 | $36.59 | $27.9M | -0.4% | -1.2% | -28.1% |
| VERX | SELL | 2024-11-07 | 2024-11-12 | $51.76 | $15.5M | +6.1% | +8.0% | +10.4% |
| VERX | SELL | 2024-10-10 | 2024-10-15 | $40.16 | $6.0M | +1.4% | +19.2% | +26.3% |
| VERX | SELL | 2024-10-07 | 2024-10-09 | $41.20 | $10.3M | +6.3% | +28.8% | +29.6% |
| VERX | SELL | 2024-03-26 | 2024-03-28 | $30.27 | $1.6M | -0.1% | -8.7% | +9.7% |
| VERX | SELL | 2024-03-21 | 2024-03-25 | $30.09 | $2.9M | +5.2% | -4.2% | +13.6% |
| VERX | SELL | 2024-03-18 | 2024-03-20 | $30.05 | $2.9M | +7.0% | -4.6% | +17.6% |
| VERX | SELL | 2024-03-12 | 2024-03-14 | $30.01 | $1.1M | +2.2% | +2.4% | +18.8% |
| VERX | SELL | 2024-03-06 | 2024-03-08 | $30.08 | $3.0M | +2.3% | +8.9% | +13.5% |
| VERX | SELL | 2024-03-01 | 2024-03-05 | $30.75 | $12.7M | -0.6% | +6.0% | +10.9% |
| VERX | SELL | 2023-12-13 | 2023-12-15 | $28.19 | $262K | +1.3% | -10.4% | +11.8% |
| VERX | SELL | 2023-12-08 | 2023-12-12 | $28.75 | $8.6M | -6.9% | -17.9% | +0.8% |
| VERX | SELL | 2023-12-05 | 2023-12-07 | $29.07 | $5.1M | -4.5% | -12.7% | +3.3% |
| VERX | SELL | 2023-11-30 | 2023-12-04 | $27.84 | $7.0M | -3.0% | -8.5% | +7.9% |
| VERX | SELL | 2023-11-13 | 2023-11-15 | $27.11 | $3.1M | +8.3% | +2.2% | -3.8% |
| VERX | SELL | 2023-04-05 | 2023-04-07 | $21.33 | $401K | +1.9% | -6.6% | -17.7% |
| VERX | SELL | 2023-03-31 | 2023-04-04 | $21.10 | $4.0M | +5.2% | -5.7% | -11.0% |
| VERX | SELL | 2023-03-28 | 2023-03-30 | $20.00 | $3.4M | +4.7% | -0.5% | -8.1% |
| VERX | SELL | 2023-03-20 | 2023-03-22 | $18.25 | $843K | +15.9% | +20.9% | +10.2% |
| VERX | SELL | 2023-03-15 | 2023-03-17 | $18.49 | $4.8M | +6.6% | +21.2% | +9.2% |
| VERX | SELL | 2023-03-10 | 2023-03-14 | $18.41 | $1.7M | +3.6% | +24.8% | +25.2% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.