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Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001

VERX
10% OWNER · VERTEX, INC. · CIK 0001818852
FILING MIX · LIFETIME5%/95%
BUYS
3
SELLS
59
TOTAL VALUE
$66.02M
COMPANIES
1
ACTIVE SINCE
Nov 2022
HOLDINGS NOW
173,074
AVG SELL PX
$31.57
TRADE KIND
SHOWING 62 / 62
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
48 backtested trades · 8 horizons · 13 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d48+41.67%+0.33%+1.13%-0.80%-0.75%-1.12
14d48+35.42%+2.18%+2.01%+0.17%+0.20%0.15
30d48+52.08%+3.00%+2.36%+0.63%+0.23%0.36
60d48+45.83%+0.81%+4.87%-4.06%-1.39%-1.46
90d48+27.08%+5.50%+7.89%-2.38%+1.87%-0.84
180d48+29.17%+6.14%+9.24%-3.10%+2.45%-0.96
1y48+31.25%+22.69%+22.92%-0.23%+6.64%-0.03
2y48(13 pending)+77.14%-17.55%+41.40%-58.95%-82.92%-6.83
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
VERX · 173,073.706 shares · as of Jun 24, 2025
0476,887953,7741,430,6611,907,548202320242025SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
FLOW · 3 buys / 59 sellsCOVERAGE · 11 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
VERX
VERTEX, INC.
SALE
14,425$35.24$508.4K173,073.706Jun 24, 2025Jun 24, 2025 ↗View →
VERX
VERTEX, INC.
SALE
510$35.00$17.9K187,498.706Jun 23, 2025Jun 24, 2025 ↗View →
VERX
VERTEX, INC.
SALE
8,832$35.12$310.2K188,008.706Jun 20, 2025Jun 24, 2025 ↗View →
VERX
VERTEX, INC.
SALE
157,874$35.93$5.67M196,840.706Jun 18, 2025Jun 18, 2025 ↗View →
VERX
VERTEX, INC.
SALE
145,111$37.16$5.39M354,714.706Jun 17, 2025Jun 18, 2025 ↗View →
VERX
VERTEX, INC.
SALE
78,248$36.87$2.88M499,825.706Jun 16, 2025Jun 18, 2025 ↗View →
VERX
VERTEX, INC.
SALEGRANT
Gift
37,000——578,073.706Dec 23, 2024Dec 26, 2024 ↗View →
VERX
VERTEX, INC.
SALE
58,780$52.26$3.07M615,073.706Nov 8, 2024Nov 12, 2024 ↗View →
VERX
VERTEX, INC.
SALE
91,220$51.44$4.69M673,853.706Nov 7, 2024Nov 12, 2024 ↗View →
VERX
VERTEX, INC.
SALE
42,765$40.48$1.73M765,073.706Oct 11, 2024Oct 15, 2024 ↗View →
VERX
VERTEX, INC.
SALE
32,410$39.73$1.29M807,838.706Oct 10, 2024Oct 15, 2024 ↗View →
VERX
VERTEX, INC.
SALE
48,957$41.31$2.02M840,248.706Oct 9, 2024Oct 9, 2024 ↗View →
VERX
VERTEX, INC.
SALE
27,732$41.32$1.15M889,205.706Oct 8, 2024Oct 9, 2024 ↗View →
VERX
VERTEX, INC.
SALE
48,136$41.02$1.97M916,937.706Oct 7, 2024Oct 9, 2024 ↗View →
VERX
VERTEX, INC.
SALE
27,128$30.27$821.2K965,073.706Mar 26, 2024Mar 28, 2024 ↗View →
VERX
VERTEX, INC.
SALE
47,571$30.09$1.43M992,201.706Mar 25, 2024Mar 25, 2024 ↗View →
VERX
VERTEX, INC.
SALE
100$30.00$3.0K1,039,772.706Mar 21, 2024Mar 25, 2024 ↗View →
VERX
VERTEX, INC.
SALE
10,917$30.04$327.9K1,039,872.706Mar 20, 2024Mar 20, 2024 ↗View →
VERX
VERTEX, INC.
SALE
30,941$30.05$929.9K1,050,789.706Mar 19, 2024Mar 20, 2024 ↗View →
VERX
VERTEX, INC.
SALE
6,910$30.05$207.6K1,081,730.706Mar 18, 2024Mar 20, 2024 ↗View →
VERX
VERTEX, INC.
SALE
8,090$30.01$242.8K1,088,640.706Mar 14, 2024Mar 14, 2024 ↗View →
VERX
VERTEX, INC.
SALE
1,301$30.00$39.0K1,096,730.706Mar 13, 2024Mar 14, 2024 ↗View →
VERX
VERTEX, INC.
SALE
9,727$30.01$291.9K1,098,031.706Mar 12, 2024Mar 14, 2024 ↗View →
VERX
VERTEX, INC.
SALE
20,113$30.14$606.1K1,107,758.706Mar 8, 2024Mar 8, 2024 ↗View →
VERX
VERTEX, INC.
SALE
19,864$30.06$597.1K1,127,871.706Mar 7, 2024Mar 8, 2024 ↗View →
VERX
VERTEX, INC.
SALE
10,589$30.01$317.8K1,147,735.706Mar 6, 2024Mar 8, 2024 ↗View →
VERX
VERTEX, INC.
SALE
6,749$30.01$202.5K1,158,324.706Mar 5, 2024Mar 5, 2024 ↗View →
VERX
VERTEX, INC.
SALE
173,391$30.34$5.26M1,165,073.706Mar 4, 2024Mar 5, 2024 ↗View →
VERX
VERTEX, INC.
SALE
26,609$33.62$894.7K1,338,464.706Mar 1, 2024Mar 5, 2024 ↗View →
VERX
VERTEX, INC.
SALE
9,300$28.19$262.1K1,365,073.706Dec 13, 2023Dec 15, 2023 ↗View →
VERX
VERTEX, INC.
SALE
42,555$28.88$1.23M1,374,373.706Dec 12, 2023Dec 12, 2023 ↗View →
VERX
VERTEX, INC.
SALE
70,822$28.73$2.03M1,416,928.706Dec 11, 2023Dec 12, 2023 ↗View →
VERX
VERTEX, INC.
SALE
36,907$28.64$1.06M1,487,750.706Dec 8, 2023Dec 12, 2023 ↗View →
VERX
VERTEX, INC.
SALE
47,226$28.69$1.36M1,524,657.706Dec 7, 2023Dec 7, 2023 ↗View →
VERX
VERTEX, INC.
SALE
22,064$29.41$648.9K1,571,883.706Dec 6, 2023Dec 7, 2023 ↗View →
VERX
VERTEX, INC.
SALE
36,200$29.63$1.07M1,593,947.706Dec 5, 2023Dec 7, 2023 ↗View →
VERX
VERTEX, INC.
SALE
18,900$27.82$525.9K1,630,147.706Dec 4, 2023Dec 4, 2023 ↗View →
VERX
VERTEX, INC.
SALE
75,100$27.76$2.09M1,649,047.706Dec 1, 2023Dec 4, 2023 ↗View →
VERX
VERTEX, INC.
SALE
83,400$27.98$2.33M1,724,147.706Nov 30, 2023Dec 4, 2023 ↗View →
VERX
VERTEX, INC.
PURCHASE
39,473$26.38$1.04M1,807,547.706Nov 15, 2023Nov 15, 2023 ↗View →
VERX
VERTEX, INC.
SALE
45,000$27.66$1.24M1,847,020.706Nov 14, 2023Nov 15, 2023 ↗View →
VERX
VERTEX, INC.
SALE
15,527$27.23$422.9K1,892,020.706Nov 13, 2023Nov 15, 2023 ↗View →
VERX
VERTEX, INC.
PURCHASE
1,807,547.706——1,907,547.706Oct 4, 2023Oct 25, 2023 ↗View →
VERX
VERTEX, INC.
SALE
1,807,547.706——0Oct 4, 2023Oct 25, 2023 ↗View →
VERX
VERTEX, INC.
SALE
18,780$21.33$400.6K100,000Apr 5, 2023Apr 7, 2023 ↗View →
VERX
VERTEX, INC.
SALE
36,480$21.41$781.2K118,780Apr 4, 2023Apr 4, 2023 ↗View →
VERX
VERTEX, INC.
SALE
27,123$21.05$570.9K155,260Apr 3, 2023Apr 4, 2023 ↗View →
VERX
VERTEX, INC.
SALE
32,367$20.78$672.4K182,383Mar 31, 2023Apr 4, 2023 ↗View →
VERX
VERTEX, INC.
SALE
35,766$20.52$733.9K214,750Mar 30, 2023Mar 30, 2023 ↗View →
VERX
VERTEX, INC.
SALE
43,754$19.69$861.3K250,516Mar 29, 2023Mar 30, 2023 ↗View →
VERX
VERTEX, INC.
SALE
5,730$19.18$109.9K294,270Mar 28, 2023Mar 30, 2023 ↗View →
VERX
VERTEX, INC.
SALE
10,533$18.24$192.1K300,000Mar 22, 2023Mar 22, 2023 ↗View →
VERX
VERTEX, INC.
SALE
11,379$18.25$207.6K310,533Mar 21, 2023Mar 22, 2023 ↗View →
VERX
VERTEX, INC.
SALE
2,354$18.26$43.0K321,912Mar 20, 2023Mar 22, 2023 ↗View →
VERX
VERTEX, INC.
SALE
30,153$18.29$551.3K324,266Mar 17, 2023Mar 17, 2023 ↗View →
VERX
VERTEX, INC.
SALE
73,262$18.60$1.36M354,419Mar 16, 2023Mar 17, 2023 ↗View →
VERX
VERTEX, INC.
SALE
27,417$18.42$505.1K427,681Mar 15, 2023Mar 17, 2023 ↗View →
VERX
VERTEX, INC.
SALE
24,588$18.59$457.0K455,098Mar 14, 2023Mar 14, 2023 ↗View →
VERX
VERTEX, INC.
SALE
17,376$18.21$316.4K479,686Mar 13, 2023Mar 14, 2023 ↗View →
VERX
VERTEX, INC.
SALE
2,938$18.07$53.1K497,062Mar 10, 2023Mar 14, 2023 ↗View →
VERX
VERTEX, INC.
PURCHASE
500,000——500,000Nov 16, 2022Nov 18, 2022 ↗View →
VERX
VERTEX, INC.
SALE
500,000——1,807,547.706Nov 16, 2022Nov 18, 2022 ↗View →
Other insiders · VERX
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About this filer
CIK 0001818852
ROLE
10% Owner
PRIMARY
VERX
COMPANIES
1
ACTIVE SINCE
Nov 2022
MARKETPEEL · /INSIDER/0001818852DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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