Vertex Inc.

Insider Buying Week 02-27-26 WAR Street Bargains Average Insider Return 5.7%

by

War adds a new calculus.  Predictable trends crumble in the face of the unpredictable nature of war. I can’t imagine it leading to anything significant enough to disrupt the market.  If this war is over in days or a few weeks, expect a rally. If it lingers on for months, then this is a different game board. Gold Up, Oil up, Dollar stable or up, defense stocks strong.  Insiders don’t play these kind of macro events as their crystal ball is no better than anyone else. We focus on reading the tea leaves left by these insiders.  Average weekly return … Read more

Insider Buying Week 02-20-26 Average Return 1.75% The Waiting Game Bytes to Kilowatts

by

So far the year is shaping up completely predictable. Last year’s winners or this year’s laggards. The AI trade has moved from the Capex spenders to the Capex beneficiaries.  Let’s call it bytes to kilowatts.  Notable insiders, not just any insiders but the ones that we identify as notable purchases moderately outperformed popular indices last week.  There is a lot of pain but it’s masked by the notable outperformance of the S&P 500 minus the MAG 7.  RSP over S&P. Name: Robert G. Ashe Position: Director Transaction Date: 02-18-2026  Shares Bought: 3,681 shares an Average Price Paid of $543.21 for … Read more