ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001

Track

Insider profile

Performance

Overall performance
2.9
Performance over holding periods
2.9
30 days 90 days 120 days
Average return -3% 8.2% 15.1%
Success rate 54% 68% 82%
Transactions
56 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001's trades of Vertex Inc's stock


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• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Activity signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2025-06-24 2025-06-24
US Vertex Inc (VERX)
S Sale
90,943 -24.0%
126.54
US$4,124,796 		90,943 -24.0% 126.54 US$4,124,796
2025-06-24 2025-06-23
US Vertex Inc (VERX)
S Sale
17,667 -21.9%
330.81
US$4,384,478 		17,667 -21.9% 330.81 US$4,384,478
2025-06-24 2025-06-20
US Vertex Inc (VERX)
S Sale
19,440 -36.1%
320.77
US$2,140,384 		19,440 -36.1% 320.77 US$2,140,384
2025-06-18 2025-06-18
US Vertex Inc (VERX)
S Sale
157,874 -44.5%
35.93
US$5,672,634 		157,874 -44.5% 35.93 US$5,672,634
2025-06-18 2025-06-17
US Vertex Inc (VERX)
S Sale
145,111 -29.0%
37.16
US$5,392,470 		145,111 -29.0% 37.16 US$5,392,470
2025-06-18 2025-06-16
US Vertex Inc (VERX)
S Sale
78,248 -13.5%
36.87
US$2,884,722 		78,248 -13.5% 36.87 US$2,884,722
2025-06-16 2025-06-16
US Vertex Inc (VERX)
PrS Proposed sale
405,000
37.17
US$15,053,850 		405,000 37.17 US$15,053,850
2024-11-12 2024-11-08
US Vertex Inc (VERX)
S Sale
58,780 -8.7%
52.26
US$3,072,113 		58,780 -8.7% 52.26 US$3,072,113
2024-11-12 2024-11-07
US Vertex Inc (VERX)
S Sale
91,220 -11.9%
51.44
US$4,692,311 		91,220 -11.9% 51.44 US$4,692,311
2024-10-15 2024-10-11
US Vertex Inc (VERX)
S Sale
42,765 -5.3%
40.48
US$1,731,337 		42,765 -5.3% 40.48 US$1,731,337
2024-10-15 2024-10-10
US Vertex Inc (VERX)
S Sale
32,410 -3.9%
39.73
US$1,287,549 		32,410 -3.9% 39.73 US$1,287,549
2024-10-09 2024-10-09
US Vertex Inc (VERX)
S Sale
48,957 -5.5%
41.31
US$2,022,536 		48,957 -5.5% 41.31 US$2,022,536
2024-10-09 2024-10-08
US Vertex Inc (VERX)
S Sale
27,732 -3.0%
41.32
US$1,145,981 		27,732 -3.0% 41.32 US$1,145,981
2024-10-09 2024-10-07
US Vertex Inc (VERX)
S Sale
48,136 -5.0%
41.02
US$1,974,361 		48,136 -5.0% 41.02 US$1,974,361
2024-10-04 2024-10-04
US Vertex Inc (VERX)
PrS Proposed sale
500,000
40.72
US$20,360,000 		500,000 40.72 US$20,360,000
2024-03-28 2024-03-26
US Vertex Inc (VERX)
S Sale
27,128 -2.7%
30.27
US$821,192 		27,128 -2.7% 30.27 US$821,192
2024-03-25 2024-03-25
US Vertex Inc (VERX)
S Sale
47,571 -4.6%
30.09
US$1,431,554 		47,571 -4.6% 30.09 US$1,431,554
2024-03-25 2024-03-21
US Vertex Inc (VERX)
S Sale
100 -0.0%
30.00
US$3,000 		100 -0.0% 30.00 US$3,000
2024-03-20 2024-03-20
US Vertex Inc (VERX)
S Sale
10,917 -1.0%
30.04
US$327,940 		10,917 -1.0% 30.04 US$327,940
2024-03-20 2024-03-19
US Vertex Inc (VERX)
S Sale
30,941 -2.9%
30.05
US$929,926 		30,941 -2.9% 30.05 US$929,926
2024-03-20 2024-03-18
US Vertex Inc (VERX)
S Sale
6,910 -0.6%
30.05
US$207,625 		6,910 -0.6% 30.05 US$207,625
2024-03-14 2024-03-14
US Vertex Inc (VERX)
S Sale
8,090 -0.7%
30.01
US$242,753 		8,090 -0.7% 30.01 US$242,753
2024-03-14 2024-03-13
US Vertex Inc (VERX)
S Sale
1,301 -0.1%
30.00
US$39,030 		1,301 -0.1% 30.00 US$39,030
2024-03-14 2024-03-12
US Vertex Inc (VERX)
S Sale
9,727 -0.9%
30.01
US$291,931 		9,727 -0.9% 30.01 US$291,931
2024-03-08 2024-03-08
US Vertex Inc (VERX)
S Sale
20,113 -1.8%
30.14
US$606,127 		20,113 -1.8% 30.14 US$606,127
2024-03-08 2024-03-07
US Vertex Inc (VERX)
S Sale
19,864 -1.7%
30.06
US$597,112 		19,864 -1.7% 30.06 US$597,112
2024-03-08 2024-03-06
US Vertex Inc (VERX)
S Sale
10,589 -0.9%
30.01
US$317,796 		10,589 -0.9% 30.01 US$317,796
2024-03-05 2024-03-05
US Vertex Inc (VERX)
S Sale
6,749 -0.6%
30.01
US$202,548 		6,749 -0.6% 30.01 US$202,548
2024-03-05 2024-03-04
US Vertex Inc (VERX)
S Sale
173,391 -13.0%
30.34
US$5,261,290 		173,391 -13.0% 30.34 US$5,261,290
2024-03-05 2024-03-01
US Vertex Inc (VERX)
S Sale
26,609 -1.9%
33.62
US$894,704 		26,609 -1.9% 33.62 US$894,704
2024-03-01 2024-03-01
US Vertex Inc (VERX)
PrS Proposed sale
1,000,000
33.58
US$33,580,000 		1,000,000 33.58 US$33,580,000
2023-12-15 2023-12-13
US Vertex Inc (VERX)
S Sale
9,300 -0.7%
28.19
US$262,146 		9,300 -0.7% 28.19 US$262,146
2023-12-12 2023-12-12
US Vertex Inc (VERX)
S Sale
42,555 -3.0%
28.88
US$1,228,801 		42,555 -3.0% 28.88 US$1,228,801
2023-12-12 2023-12-11
US Vertex Inc (VERX)
S Sale
70,822 -4.8%
28.73
US$2,034,475 		70,822 -4.8% 28.73 US$2,034,475
2023-12-12 2023-12-08
US Vertex Inc (VERX)
S Sale
36,907 -2.4%
28.64
US$1,057,016 		36,907 -2.4% 28.64 US$1,057,016
2023-12-07 2023-12-07
US Vertex Inc (VERX)
S Sale
47,226 -3.0%
28.69
US$1,355,112 		47,226 -3.0% 28.69 US$1,355,112
2023-12-07 2023-12-06
US Vertex Inc (VERX)
S Sale
22,064 -1.4%
29.41
US$648,869 		22,064 -1.4% 29.41 US$648,869
2023-12-07 2023-12-05
US Vertex Inc (VERX)
S Sale
36,200 -2.2%
29.63
US$1,072,450 		36,200 -2.2% 29.63 US$1,072,450
2023-12-04 2023-12-04
US Vertex Inc (VERX)
S Sale
18,900 -1.1%
27.82
US$525,851 		18,900 -1.1% 27.82 US$525,851
2023-12-04 2023-12-01
US Vertex Inc (VERX)
S Sale
75,100 -4.4%
27.76
US$2,085,136 		75,100 -4.4% 27.76 US$2,085,136
2023-12-04 2023-11-30
US Vertex Inc (VERX)
S Sale
83,400 -4.6%
27.98
US$2,333,657 		83,400 -4.6% 27.98 US$2,333,657
2023-11-30 2023-11-30
US Vertex Inc (VERX)
PrS Proposed sale
800,000
28.83
US$23,064,000 		800,000 28.83 US$23,064,000
2023-11-15 2023-11-14
US Vertex Inc (VERX)
S Sale
45,000 -2.4%
27.66
US$1,244,560 		45,000 -2.4% 27.66 US$1,244,560
2023-11-15 2023-11-13
US Vertex Inc (VERX)
S Sale
15,527 -0.8%
27.23
US$422,865 		15,527 -0.8% 27.23 US$422,865
2023-11-13 2023-11-13
US Vertex Inc (VERX)
PrS Proposed sale
100,000
27.45
US$2,744,500 		100,000 27.45 US$2,744,500