ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 is 10% Owner at Vertex, Inc. (VERX). They have made 7 open-market trades across 1 company since 2023, most recently 2026-03-09.
CIK 0001819244
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 totalling $151K since 2026, against 7 sales. Too few scored purchases to measure a record yet.
| Ticker | Shares | Value |
|---|---|---|
| VERX | 1,221,100 | $16.3M |
Shares reported on the most recent Form 4, priced at the 2026-03-09 close.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 29% | 43% | 57% |
| Avg Move | +5.1% | +2.9% | -3.4% |
| Scored | 7 | 7 | 7 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| VERX | BUY | 2026-03-09 | 2026-03-09 | $15.05 | $151K | -13.1% | -22.4% | -13.6% |
| VERX | SELL | 2025-01-22 | 2025-01-23 | $56.49 | $8.1M | +0.7% | -23.2% | -30.1% |
| VERX | SELL | 2024-12-09 | 2024-12-11 | $55.01 | $8.3M | -2.2% | -4.2% | -40.9% |
| VERX | SELL | 2024-11-20 | 2024-11-21 | $52.58 | $7.6M | +6.4% | +0.4% | -13.0% |
| VERX | SELL | 2024-08-26 | 2024-08-27 | $37.27 | $11.8M | -5.9% | -3.2% | +43.7% |
| VERX | SELL | 2023-11-10 | 2023-11-14 | $27.18 | $15.8M | +4.6% | +2.3% | -3.1% |
| VERX | SELL | 2023-11-06 | 2023-11-08 | $22.74 | $17.7M | +20.1% | +26.3% | +11.5% |
| VERX | SELL | 2023-11-01 | 2023-11-03 | $23.38 | $13.1M | +12.2% | +21.7% | +8.1% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.