ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 is a trust that reports beneficial ownership of shares in Vertex, Inc. (VERX) under U.S. securities law. It has submitted 3 SEC insider filings since 2024, most recently in March 2026.
Every role ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 has reported on a Form 4, reconstructed from the filings themselves. Reporting insiders must state their relationship to the issuer (officer title, director seat, or 10% ownership) on every filing.
Vertex, Inc. (VERX)3 filingsUpdated Aug 31, 2026
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 is 10% Owner of Vertex, Inc. (VERX). 3 SEC Form 4 filings on record going back to 2024, most recently on 9 March 2026. Most recent open-market trade: bought $150K of VERX on 9 March 2026. Lifetime open-market purchases: $150K. Lifetime open-market sales: $7.91M.
Every recent SEC Form 4 transaction ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 has reported, most recent first.
InsiderAlpha's records for ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 go back to 2024: 3 primary Form 4 filings, an average of 1.0 per year. The typical open-market purchase is $150K (1 buy totaling $150K). The largest single buy on record is $150K of VERX in 2026. Sales side: 4 recorded sales totaling $7.91M, so the filing history runs sell-heavy by dollar value. No transaction on record carries a Rule 10b5-1 flag - the filings look discretionary rather than pre-scheduled, which makes their timing more informative as a signal.
Insiders who reported open-market trades in the last 12 months at the companies ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 files at. Multiple unrelated insiders buying the same stock within a short window, cluster buying, has historically been one of the strongest Form 4 signals.
Other corporate insiders with significant SEC Form 4 track records on InsiderAlpha:
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 is a trust, tracked as 10% Owner of Vertex, Inc. (VERX). InsiderAlpha holds 3 primary Form 4 filings for it, the earliest from 2024, updated as new SEC EDGAR filings are processed.
The most recent primary Form 4 on record is dated 9 March 2026, one of 3 filings going back to 2024.
Recorded transactions: 1 open-market purchase ($150K) and 4 open-market sales ($7.91M) across all tracked filings.
All Form 4 filings, transaction values, and 10b5-1 plan flags are listed on this page and updated in real time as new SEC EDGAR filings are processed.
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$VERX Vertex, Inc.13.3K shares @ $55.13$736K