ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 is 10% Owner at Vertex, Inc. (VERX). They have made 19 open-market trades across 1 company since 2023, most recently 2024-12-23.
CIK 0001819296
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 19 sales. Too few scored purchases to measure a record yet.
| Ticker | Shares | Value |
|---|---|---|
| VERX | 745,706 | $10.0M |
Shares reported on the most recent Form 4, priced at the 2024-12-26 close.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 26% | 47% | 21% |
| Avg Move | +3.2% | +4.4% | +9.5% |
| Scored | 19 | 19 | 19 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| VERX | SELL | 2024-11-07 | 2024-11-12 | $52.06 | $14.2M | +6.1% | +8.0% | +10.4% |
| VERX | SELL | 2024-10-10 | 2024-10-15 | $40.42 | $10.9M | +1.4% | +19.2% | +26.3% |
| VERX | SELL | 2024-10-07 | 2024-10-09 | $41.19 | $10.7M | +6.3% | +28.8% | +29.6% |
| VERX | SELL | 2024-03-21 | 2024-03-25 | $30.03 | $175K | +5.2% | -4.2% | +13.6% |
| VERX | SELL | 2024-03-18 | 2024-03-20 | $30.05 | $3.0M | +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 | 2024-03-07 | 2024-03-08 | $30.10 | $2.4M | +2.3% | +8.9% | +13.5% |
| VERX | SELL | 2024-03-01 | 2024-03-05 | $30.65 | $9.0M | -0.6% | +6.0% | +10.9% |
| VERX | SELL | 2023-12-12 | 2023-12-14 | $28.83 | $3.2M | -1.0% | -11.3% | +9.6% |
| VERX | SELL | 2023-12-07 | 2023-12-11 | $28.69 | $8.0M | -7.8% | -10.3% | +1.7% |
| VERX | SELL | 2023-12-04 | 2023-12-06 | $29.29 | $3.3M | -6.2% | -12.5% | +3.7% |
| VERX | SELL | 2023-11-29 | 2023-12-01 | $28.16 | $8.8M | -0.1% | -3.6% | +20.8% |
| VERX | SELL | 2023-11-13 | 2023-11-15 | $26.79 | $4.2M | +8.3% | +2.2% | -3.8% |
| VERX | SELL | 2023-04-05 | 2023-04-07 | $21.33 | $801K | +1.9% | -6.6% | -17.7% |
| VERX | SELL | 2023-03-31 | 2023-04-04 | $21.18 | $2.8M | +5.2% | -5.7% | -11.0% |
| VERX | SELL | 2023-03-28 | 2023-03-30 | $19.95 | $1.8M | +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 | $2.4M | +6.6% | +21.2% | +9.2% |
| VERX | SELL | 2023-03-10 | 2023-03-14 | $18.39 | $880K | +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.