ITEM SECOND IRR. TRUST FBO KYLE R. 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 -8% 8.2% 15.1%
Success rate 33% 68% 82%
Transactions
15 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001's trades of Vertex Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
US Vertex Inc (VERX)
Transaction date
Sale
Price
210.06
Quantity 83,729 -1.3%
Value US$295,274
US Vertex Inc (VERX)
Transaction date
Sale
Price
291.12
Quantity 92,508 -44.5%
Value US$1,284,595
US Vertex Inc (VERX)
Transaction date
Sale
Price
486.95
Quantity 86,769 +0.6%
Value US$3,981,947
US Vertex Inc (VERX)
Transaction date
Sale
Price
55.13
Quantity 13,346 -1.0%
Value US$735,765
US Vertex Inc (VERX)
Transaction date
Sale
Price
53.13
Quantity 31,034 -2.2%
Value US$1,648,750
US Vertex Inc (VERX)
Transaction date
Sale
Price
52.16
Quantity 40,966 -2.9%
Value US$2,136,987
US Vertex Inc (VERX)
Transaction date
Proposed sale
Price
51.20
Quantity 1,430,100
Value US$73,221,120
US Vertex Inc (VERX)
Transaction date
Sale
Price
37.27
Quantity 158,900 -10.0%
Value US$5,922,521
US Vertex Inc (VERX)
Transaction date
Proposed sale
Price
35.81
Quantity 158,900
Value US$5,690,209
US Vertex Inc (VERX)
Transaction date
Sale
Price
27.35
Quantity 20,000 -1.2%
Value US$546,922
US Vertex Inc (VERX)
Transaction date
Sale
Price
27.17
Quantity 280,000 -14.8%
Value US$7,607,936
US Vertex Inc (VERX)
Transaction date
Sale
Price
22.72
Quantity 105,337 -5.3%
Value US$2,393,067
US Vertex Inc (VERX)
Transaction date
Sale
Price
23.12
Quantity 157,387 -7.3%
Value US$3,638,709
US Vertex Inc (VERX)
Transaction date
Sale
Price
22.29
Quantity 126,155 -5.5%
Value US$2,811,717
US Vertex Inc (VERX)
Transaction date
Sale
Price
23.36
Quantity 168,208 -6.9%
Value US$3,928,801
US Vertex Inc (VERX)
Transaction date
Sale
Price
23.33
Quantity 79,718 -3.2%
Value US$1,859,821
US Vertex Inc (VERX)
Transaction date
Sale
Price
23.60
Quantity 63,195 -2.4%
Value US$1,491,092
US Vertex Inc (VERX)
Transaction date
Proposed sale
Price
24.21
Quantity 1,000,000
Value US$24,210,000
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2025-01-23 2025-01-23
US Vertex Inc (VERX)
S Sale
83,729 -1.3%
210.06
US$295,274 		83,729 -1.3% 210.06 US$295,274
2025-01-23 2025-01-22
US Vertex Inc (VERX)
S Sale
92,508 -44.5%
291.12
US$1,284,595 		92,508 -44.5% 291.12 US$1,284,595
2024-12-11 2024-12-10
US Vertex Inc (VERX)
S Sale
86,769 +0.6%
486.95
US$3,981,947 		86,769 +0.6% 486.95 US$3,981,947
2024-12-11 2024-12-09
US Vertex Inc (VERX)
S Sale
13,346 -1.0%
55.13
US$735,765 		13,346 -1.0% 55.13 US$735,765
2024-11-21 2024-11-21
US Vertex Inc (VERX)
S Sale
31,034 -2.2%
53.13
US$1,648,750 		31,034 -2.2% 53.13 US$1,648,750
2024-11-21 2024-11-20
US Vertex Inc (VERX)
S Sale
40,966 -2.9%
52.16
US$2,136,987 		40,966 -2.9% 52.16 US$2,136,987
2024-11-20 2024-11-20
US Vertex Inc (VERX)
PrS Proposed sale
1,430,100
51.20
US$73,221,120 		1,430,100 51.20 US$73,221,120
2024-08-27 2024-08-26
US Vertex Inc (VERX)
S Sale
158,900 -10.0%
37.27
US$5,922,521 		158,900 -10.0% 37.27 US$5,922,521
2024-08-23 2024-08-26
US Vertex Inc (VERX)
PrS Proposed sale
158,900
35.81
US$5,690,209 		158,900 35.81 US$5,690,209
2023-11-14 2023-11-13
US Vertex Inc (VERX)
S Sale
20,000 -1.2%
27.35
US$546,922 		20,000 -1.2% 27.35 US$546,922
2023-11-14 2023-11-10
US Vertex Inc (VERX)
S Sale
280,000 -14.8%
27.17
US$7,607,936 		280,000 -14.8% 27.17 US$7,607,936
2023-11-08 2023-11-08
US Vertex Inc (VERX)
S Sale
105,337 -5.3%
22.72
US$2,393,067 		105,337 -5.3% 22.72 US$2,393,067
2023-11-08 2023-11-07
US Vertex Inc (VERX)
S Sale
157,387 -7.3%
23.12
US$3,638,709 		157,387 -7.3% 23.12 US$3,638,709
2023-11-08 2023-11-06
US Vertex Inc (VERX)
S Sale
126,155 -5.5%
22.29
US$2,811,717 		126,155 -5.5% 22.29 US$2,811,717
2023-11-03 2023-11-03
US Vertex Inc (VERX)
S Sale
168,208 -6.9%
23.36
US$3,928,801 		168,208 -6.9% 23.36 US$3,928,801
2023-11-03 2023-11-02
US Vertex Inc (VERX)
S Sale
79,718 -3.2%
23.33
US$1,859,821 		79,718 -3.2% 23.33 US$1,859,821
2023-11-03 2023-11-01
US Vertex Inc (VERX)
S Sale
63,195 -2.4%
23.60
US$1,491,092 		63,195 -2.4% 23.60 US$1,491,092
2023-11-01 2023-11-01
US Vertex Inc (VERX)
PrS Proposed sale
1,000,000
24.21
US$24,210,000 		1,000,000 24.21 US$24,210,000