ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
CIK: 0001819244
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001's purchase track record
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 has only 1 open-market purchase with a full 6 months of price history after it -- too few to call a track record yet.
| Purchase | Stock | Amount | 3 months | 6 months | S&P 500, 6 mo. |
|---|---|---|---|---|---|
| 3/9/2026 | VERX | $150K | -13.6% | -13.5% | +12.9% |
Computed by MarketWall from SEC Form 4 filings and daily closing prices (close on the purchase date to the close about 3 and 6 months later). Companies that have since delisted are not included. Past results, not investment advice.
Associated companies
Transaction History
| VERX | ▲ Buy | Open Market | 10,000 | $150K | 3/9/2026 | View on chart |
| VERX | ▼ Sell | Open Market | 18,157 | $1.0M | 1/23/2025 | View on chart |
| VERX | ▼ Sell | Open Market | 53,843 | $3.0M | 1/22/2025 | View on chart |
| VERX | ▼ Sell | Open Market | 61,654 | $3.4M | 12/10/2024 | View on chart |
| VERX | ▼ Sell | Open Market | 13,346 | $736K | 12/9/2024 | View on chart |
| VERX | ▼ Sell | Open Market | 31,034 | $1.6M | 11/21/2024 | View on chart |
| VERX | ▼ Sell | Open Market | 40,966 | $2.1M | 11/20/2024 | View on chart |
| VERX | ▼ Sell | Open Market | 158,900 | $5.9M | 8/26/2024 | View on chart |
| VERX | ▼ Sell | Open Market | 20,000 | $547K | 11/13/2023 | View on chart |
| VERX | ▼ Sell | Open Market | 280,000 | $7.6M | 11/10/2023 | View on chart |
| VERX | ▼ Sell | Open Market | 105,337 | $2.4M | 11/8/2023 | View on chart |
| VERX | ▼ Sell | Open Market | 157,387 | $3.6M | 11/7/2023 | View on chart |
| VERX | ▼ Sell | Open Market | 126,155 | $2.8M | 11/6/2023 | View on chart |
| VERX | ▼ Sell | Open Market | 168,208 | $3.9M | 11/3/2023 | View on chart |
| VERX | ▼ Sell | Open Market | 79,718 | $1.9M | 11/2/2023 | View on chart |
| VERX | ▼ Sell | Open Market | 63,195 | $1.5M | 11/1/2023 | View on chart |
| VERX | ▼ Sell | Other | 2,589,000 | $0 | 3/31/2023 | View on chart |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 12, 2026
Vertex Adds AI Executive to Board Amid Valuation Questions
Vertex Inc. is adding Debanjan Saha, an AI leader, to its board of directors. This move may strengthen the company's case for investors as it looks to leverage AI capabilities. The news comes as analysts debate whether Vertex's high valuation is justified compared to competitors.
Vertex Adds AI Executive to Board Amid Valuation Questions. Vertex Inc. is adding Debanjan Saha, an AI leader, to its board of directors. This move may strengthen the company's case for investors as it looks to leverage AI capabilities. The news comes as analysts debate whether Vertex's high valuation is justified compared to competitors.