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

Track

Insider profile

Performance

Overall performance
2.4
Performance over holding periods
2.4
30 days 90 days 120 days
Average return -5% 8.2% 15.1%
Success rate 34% 68% 82%
Transactions
53 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
ITEM SECOND IRR. TRUST FBO JACOB J. 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
2024-11-12 2024-11-11
US Vertex Inc (VERX)
S Sale
5,213 +46.0%
333.76
US$2,045,585 		5,213 +46.0% 333.76 US$2,045,585
2024-11-12 2024-11-08
US Vertex Inc (VERX)
S Sale
49,919 -38.6%
144.57
US$1,148,277 		49,919 -38.6% 144.57 US$1,148,277
2024-11-12 2024-11-07
US Vertex Inc (VERX)
S Sale
54,520 -36.9%
163.98
US$796,256 		54,520 -36.9% 163.98 US$796,256
2024-10-15 2024-10-14
US Vertex Inc (VERX)
S Sale
56,419 -5.7%
40.77
US$2,300,135 		56,419 -5.7% 40.77 US$2,300,135
2024-10-15 2024-10-11
US Vertex Inc (VERX)
S Sale
46,098 -4.5%
40.48
US$1,865,821 		46,098 -4.5% 40.48 US$1,865,821
2024-10-15 2024-10-10
US Vertex Inc (VERX)
S Sale
32,629 -3.1%
39.73
US$1,296,318 		32,629 -3.1% 39.73 US$1,296,318
2024-10-09 2024-10-09
US Vertex Inc (VERX)
S Sale
49,114 -4.4%
41.31
US$2,029,012 		49,114 -4.4% 41.31 US$2,029,012
2024-10-09 2024-10-08
US Vertex Inc (VERX)
S Sale
28,027 -2.4%
41.32
US$1,158,022 		28,027 -2.4% 41.32 US$1,158,022
2024-10-09 2024-10-07
US Vertex Inc (VERX)
S Sale
52,713 -4.4%
41.02
US$2,162,314 		52,713 -4.4% 41.02 US$2,162,314
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
2024-03-25 2024-03-25
US Vertex Inc (VERX)
S Sale
2,859 -0.2%
30.03
US$85,847 		2,859 -0.2% 30.03 US$85,847
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
10,955 -0.9%
30.04
US$329,067 		10,955 -0.9% 30.04 US$329,067
2024-03-20 2024-03-19
US Vertex Inc (VERX)
S Sale
31,173 -2.5%
30.06
US$936,914 		31,173 -2.5% 30.06 US$936,914
2024-03-20 2024-03-18
US Vertex Inc (VERX)
S Sale
6,967 -0.6%
30.04
US$209,313 		6,967 -0.6% 30.04 US$209,313
2024-03-14 2024-03-14
US Vertex Inc (VERX)
S Sale
8,538 -0.7%
30.01
US$256,203 		8,538 -0.7% 30.01 US$256,203
2024-03-14 2024-03-13
US Vertex Inc (VERX)
S Sale
1,300 -0.1%
30.00
US$39,003 		1,300 -0.1% 30.00 US$39,003
2024-03-14 2024-03-12
US Vertex Inc (VERX)
S Sale
9,749 -0.8%
30.01
US$292,567 		9,749 -0.8% 30.01 US$292,567
2024-03-08 2024-03-08
US Vertex Inc (VERX)
S Sale
19,737 -1.5%
30.14
US$594,840 		19,737 -1.5% 30.14 US$594,840
2024-03-08 2024-03-07
US Vertex Inc (VERX)
S Sale
20,009 -1.5%
30.06
US$601,535 		20,009 -1.5% 30.06 US$601,535
2024-03-08 2024-03-06
US Vertex Inc (VERX)
S Sale
10,500 -0.8%
30.01
US$315,133 		10,500 -0.8% 30.01 US$315,133
2024-03-05 2024-03-05
US Vertex Inc (VERX)
S Sale
8,115 -0.6%
30.00
US$243,453 		8,115 -0.6% 30.00 US$243,453
2024-03-05 2024-03-04
US Vertex Inc (VERX)
S Sale
255,920 -16.2%
30.35
US$7,765,892 		255,920 -16.2% 30.35 US$7,765,892
2024-03-05 2024-03-01
US Vertex Inc (VERX)
S Sale
14,078 -0.9%
33.58
US$472,804 		14,078 -0.9% 33.58 US$472,804
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
2023-12-14 2023-12-13
US Vertex Inc (VERX)
S Sale
11,400 -0.7%
28.18
US$321,197 		11,400 -0.7% 28.18 US$321,197
2023-12-14 2023-12-12
US Vertex Inc (VERX)
S Sale
49,199 -3.0%
28.91
US$1,422,402 		49,199 -3.0% 28.91 US$1,422,402
2023-12-11 2023-12-11
US Vertex Inc (VERX)
S Sale
49,049 -2.9%
28.72
US$1,408,663 		49,049 -2.9% 28.72 US$1,408,663
2023-12-11 2023-12-08
US Vertex Inc (VERX)
S Sale
50,227 -2.9%
28.65
US$1,438,999 		50,227 -2.9% 28.65 US$1,438,999
2023-12-11 2023-12-07
US Vertex Inc (VERX)
S Sale
39,553 -2.2%
28.69
US$1,134,926 		39,553 -2.2% 28.69 US$1,134,926
2023-12-06 2023-12-06
US Vertex Inc (VERX)
S Sale
21,696 -1.2%
29.41
US$638,125 		21,696 -1.2% 29.41 US$638,125
2023-12-06 2023-12-05
US Vertex Inc (VERX)
S Sale
26,415 -1.4%
29.61
US$782,037 		26,415 -1.4% 29.61 US$782,037
2023-12-06 2023-12-04
US Vertex Inc (VERX)
S Sale
15,200 -0.8%
27.82
US$422,840 		15,200 -0.8% 27.82 US$422,840
2023-12-01 2023-12-01
US Vertex Inc (VERX)
S Sale
79,200 -4.1%
27.77
US$2,199,439 		79,200 -4.1% 27.77 US$2,199,439
2023-12-01 2023-11-30
US Vertex Inc (VERX)
S Sale
82,355 -4.1%
28.05
US$2,310,420 		82,355 -4.1% 28.05 US$2,310,420
2023-12-01 2023-11-29
US Vertex Inc (VERX)
S Sale
67,000 -3.2%
28.89
US$1,935,355 		67,000 -3.2% 28.89 US$1,935,355
2023-11-29 2023-11-29
US Vertex Inc (VERX)
PrS Proposed sale
900,000
29.14
US$26,226,000 		900,000 29.14 US$26,226,000
2023-11-15 2023-11-15
US Vertex Inc (VERX)
S Sale
50,318 -2.4%
26.35
US$1,325,779 		50,318 -2.4% 26.35 US$1,325,779
2023-11-15 2023-11-14
US Vertex Inc (VERX)
S Sale
45,000 -2.1%
27.67
US$1,245,110 		45,000 -2.1% 27.67 US$1,245,110
2023-11-15 2023-11-13
US Vertex Inc (VERX)
S Sale
4,682 -0.2%
27.35
US$128,048 		4,682 -0.2% 27.35 US$128,048
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
2023-04-07 2023-04-05
US Vertex Inc (VERX)
S Sale
18,780 -15.8%
21.33
US$400,615 		18,780 -15.8% 21.33 US$400,615
2023-04-04 2023-04-04
US Vertex Inc (VERX)
S Sale
36,479 -23.5%
21.41
US$781,161 		36,479 -23.5% 21.41 US$781,161
2023-04-04 2023-04-03
US Vertex Inc (VERX)
S Sale
27,123 -14.9%
21.05
US$570,858 		27,123 -14.9% 21.05 US$570,858
2023-04-04 2023-03-31
US Vertex Inc (VERX)
S Sale
32,367 -15.1%
20.78
US$672,424 		32,367 -15.1% 20.78 US$672,424