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TipRanksTop Financial ExpertsInsidersITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a Insider Profile

4 Followers
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a, 13(D) GROUP MEMBER, Ten Percent Owner at Vertex, holds 615.07K shares in Vertex (Ticker: VERX). Most recently, ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a Sold $150,000 shares of Vertex on Nov 12, 2024 for an estimated value of 7.76M.
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ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a
Vertex (VERX)
13(D) GROUP MEMBER, Ten Percent Owner

Ranked #97,391 out of 99,797 Corporate Insiders

Profitable Transactions

5%
1 out of 21 Profitable Transactions

Average Return

-56.70%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$33M
100.00%
A breakdown of ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a's holdings

Insider Roles

Vertex
(VERX)
13(D) GROUP MEMBER, Ten Percent Owner
Roles that ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a holds in companies

Most Profitable Insider Trade

Stock:
Vertex
(VERX)
Rating:Informative Buy
Date:Nov 15, 2023 - Nov 15, 2024
Return:+8.40%
The most profitable trade made by ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
Vertex
Nov 12, 2024
13(D) GROUP MEMBER, Ten Percent Owner
Informative Sell
7.76M
$32.92M
Success Rate for
VERX
1 out of 21 profitable transactions on
VERX
5%
Average Return for
VERX
Average return per transaction on
VERX
-56.73%
Date
Transaction
Amount
No. of Shares
Price per Share
Profit
Link to Report
Nov 18, 2022
Uninformative Buy
$0.00
-
$0.00
Oct 25, 2023
Uninformative Buy
$0.00
-
$0.00
Nov 15, 2023
Informative Buy
$1.04M
-
$26.38
+8.40%
Mar 14, 2023
Informative Sell
$826.18K
-
$18.39
-42.10%
Mar 17, 2023
Informative Sell
$2.42M
-
$18.48
-41.90%
List of latest transactions for each holding click on a transaction to see ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a's performance on stock

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a insider profile FAQ

What is the percentage of profitable transactions made by ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a?
The percentage of profitable transactions made by ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a is 5%.
    What is the average return per transaction made by ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a?
    The average return per transaction made by ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a is -56.70%.
      What stocks does ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a hold?
      ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a holds: VERX stocks.
        What was ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a’s latest transaction?
        ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a latest transaction was an Informative Sell of $7.76M.
          What was ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a's most profitable transaction?
          ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a’s most profitable transaction was an Informative Buy of VERX stock on November 15, 2023. The return on the trade was 8.40%.
            What is ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a's role in Vertex?
            ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u a's role in Vertex is 13(D) GROUP MEMBER, Ten Percent Owner.
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