Who
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10% owner
Company insider
Files Form 4 as: 10% owner and Other, Vertex.
In numbers
- Trades disclosed
- 19
- Buys
- 1
- Sells
- 15
- Bought
- $301K
- Sold
- $42.2M
- Companies
- 1
- Companies where not an officer
- 1
- First trade
- 31 Mar 2023
- Last trade
- 9 Mar 2026
- Last filed
- 9 Mar 2026
Companies traded
Activity over time
1 Nov 2024 – 1 Oct 2026
Buys above the line, sells below, each month.
Every trade
| Traded | Company | What | Amount | |
|---|---|---|---|---|
| 9 Mar 2026filed 9 Mar 2026 | VERX VertexSoftware | SEC FORM 4 Bought | $150K10,000 at $15.05 | filing |
| 9 Mar 2026filed 9 Mar 2026 | VERX VertexSoftware | SEC FORM 4 Bought | $151K10,000 at $15.05 | filing |
| 23 Jan 2025filed 23 Jan 2025 | VERX VertexSoftware | SEC FORM 4 Sold | $1.0M18,157 at $56.52 | filing |
| 22 Jan 2025filed 23 Jan 2025 | VERX VertexSoftware | SEC FORM 4 Sold | $3.0M53,843 at $56.48 | filing |
| 10 Dec 2024filed 11 Dec 2024 | VERX VertexSoftware | SEC FORM 4 Sold | $3.4M61,654 at $54.98 | filing |
| 9 Dec 2024filed 11 Dec 2024 | VERX VertexSoftware | SEC FORM 4 Sold | $736K13,346 at $55.13 | filing |
| 21 Nov 2024filed 21 Nov 2024 | VERX VertexSoftware | SEC FORM 4 Sold | $1.6M31,034 at $53.13 | filing |
| 20 Nov 2024filed 21 Nov 2024 | VERX VertexSoftware | SEC FORM 4 Sold | $2.1M40,966 at $52.16 | filing |
| 26 Aug 2024filed 27 Aug 2024 | VERX VertexSoftware | SEC FORM 4 Sold | $5.9M158,900 at $37.27 | filing |
| 13 Nov 2023filed 14 Nov 2023 | VERX VertexSoftware | SEC FORM 4 Sold | $547K20,000 at $27.35 | filing |
| 10 Nov 2023filed 14 Nov 2023 | VERX VertexSoftware | SEC FORM 4 Sold | $7.6M280,000 at $27.17 | filing |
| 8 Nov 2023filed 8 Nov 2023 | VERX VertexSoftware | SEC FORM 4 Sold | $2.4M105,337 at $22.72 | filing |
| 7 Nov 2023filed 8 Nov 2023 | VERX VertexSoftware | SEC FORM 4 Sold | $3.6M157,387 at $23.12 | filing |
| 6 Nov 2023filed 8 Nov 2023 | VERX VertexSoftware | SEC FORM 4 Sold | $2.8M126,155 at $22.29 | filing |
| 3 Nov 2023filed 3 Nov 2023 | VERX VertexSoftware | SEC FORM 4 Sold | $3.9M168,208 at $23.36 | filing |
| 2 Nov 2023filed 3 Nov 2023 | VERX VertexSoftware | SEC FORM 4 Sold | $1.9M79,718 at $23.33 | filing |
| 1 Nov 2023filed 3 Nov 2023 | VERX VertexSoftware | SEC FORM 4 Sold | $1.5M63,195 at $23.60 | filing |
| 31 Mar 2023filed 4 Apr 2023 | VERX Vertexoption or derivative · Software | SEC FORM 4 Code C | —2,589,000 at $0.00 | filing |
| 31 Mar 2023filed 4 Apr 2023 | VERX VertexSoftware | SEC FORM 4 Code C | —2,589,000 at $0.00 | filing |
News
Vertex (NASDAQ:VERX) Cut to Hold at Wall Street ZenVERX · dailypolitical.com · 13 Oct 2026
0 headlines in the last 90 days name ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001; 1 article from the last 14 days about the 1 company they traded most, at most three about any one of them.