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Insider Trading Intelligence
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Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001

VERX
10% OWNER · VERTEX, INC. · CIK 0001819244
FILING MIX · LIFETIME6%/94%
BUYS
1
SELLS
17
TOTAL VALUE
$42.33M
COMPANIES
1
ACTIVE SINCE
Mar 2023
HOLDINGS NOW
1,221,100
AVG SELL PX
$30.50
TRADE KIND
SHOWING 18 / 18
Trades · vs SPY
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Performance · forward returns vs SPY
16 backtested trades · 8 horizons · 10 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Item Second Irr. Trust Fbo Kyle R. 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
7d16+43.75%+4.58%+1.00%+3.58%+0.89%
14d16+25.00%+6.02%+1.89%+4.13%+2.83%
30d16+37.50%+4.70%+2.61%+2.09%+0.52%
60d16+31.25%+1.06%+4.88%-3.83%+3.19%
90d16+56.25%-5.74%+5.93%-11.66%-15.07%
180d16(1 pending)+40.00%+2.31%+11.02%-8.71%-3.14%
1y16(1 pending)+46.67%+22.25%+25.54%-3.29%+40.36%
2y16(8 pending)+100.00%-13.67%+59.27%-72.94%-70.67%
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 · 1,221,100 shares · as of Mar 9, 2026
0647,2501,294,5001,941,7502,589,000202420252026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
FLOW · 1 buys / 17 sellsCOVERAGE · 13 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
VERX
VERTEX, INC.
SALE
10,000$15.05$150.5K1,221,100Mar 9, 2026Mar 9, 2026View →
VERX
VERTEX, INC.
SALE
18,157$56.52$1.03M1,211,100Jan 23, 2025Jan 23, 2025View →
VERX
VERTEX, INC.
SALE
53,843$56.48$3.04M1,229,257Jan 22, 2025Jan 23, 2025View →
VERX
VERTEX, INC.
SALE
61,654$54.98$3.39M1,283,100Dec 10, 2024Dec 11, 2024View →
VERX
VERTEX, INC.
SALE
13,346$55.13$735.8K1,344,754Dec 9, 2024Dec 11, 2024View →
VERX
VERTEX, INC.
SALE
31,034$53.13$1.65M1,358,100Nov 21, 2024Nov 21, 2024View →
VERX
VERTEX, INC.
SALE
40,966$52.16$2.14M1,389,134Nov 20, 2024Nov 21, 2024View →
VERX
VERTEX, INC.
SALE
158,900$37.27$5.92M1,430,100Aug 26, 2024Aug 27, 2024View →
VERX
VERTEX, INC.
SALE
20,000$27.35$546.9K1,589,000Nov 13, 2023Nov 14, 2023View →
VERX
VERTEX, INC.
SALE
280,000$27.17$7.61M1,609,000Nov 10, 2023Nov 14, 2023View →
VERX
VERTEX, INC.
SALE
105,337$22.72$2.39M1,889,000Nov 8, 2023Nov 8, 2023View →
VERX
VERTEX, INC.
SALE
157,387$23.12$3.64M1,994,337Nov 7, 2023Nov 8, 2023View →
VERX
VERTEX, INC.
SALE
126,155$22.29$2.81M2,151,724Nov 6, 2023Nov 8, 2023View →
VERX
VERTEX, INC.
SALE
168,208$23.36$3.93M2,277,879Nov 3, 2023Nov 3, 2023View →
VERX
VERTEX, INC.
SALE
79,718$23.33$1.86M2,446,087Nov 2, 2023Nov 3, 2023View →
VERX
VERTEX, INC.
SALE
63,195$23.60$1.49M2,525,805Nov 1, 2023Nov 3, 2023View →
VERX
VERTEX, INC.
PURCHASE
2,589,0002,589,000Mar 31, 2023Apr 4, 2023View →
VERX
VERTEX, INC.
SALE
2,589,0000Mar 31, 2023Apr 4, 2023View →
Other insiders · VERX
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About this filer
CIK 0001819244
ROLE
10% Owner
PRIMARY
VERX
COMPANIES
1
ACTIVE SINCE
Mar 2023
MARKETPEEL · /INSIDER/0001819244DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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