ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
CIK 1818852 · last filed 2025-06-24
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 is a corporate insider who has filed 30 SEC Form 4 insider transactions across 1 company since 2022. The most recent filing shows the insider sold $836.4K of VERX on Jun 24, 2025. Across all open-market trades the lifetime net is −$63.9M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $2.1M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$2.10M
1
30
-$63.93M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| VERX | 10%+ Owner | 173,073 | $12.13 | $2.10M | -$63.93M | 25 | 2025-06-24 |
Recent Filings
30 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-06-24 | VERX | Sell (S) | −23,767 | -$836.4K | EDGAR |
| 2025-06-18 | VERX | Sell (S) | −381,233 | -$13.95M | EDGAR |
| 2025-06-16 | VERX | Notice (144) | −405,000 | -$15.05M | EDGAR |
| 2024-12-26 | VERX | Gift (G) | −37,000 | $0 | EDGAR |
| 2024-11-12 | VERX | Sell (S) | −150,000 | -$7.76M | EDGAR |
| 2024-10-15 | VERX | Sell (S) | −75,175 | -$3.02M | EDGAR |
| 2024-10-09 | VERX | Sell (S) | −124,825 | -$5.14M | EDGAR |
| 2024-10-04 | VERX | Notice (144) | −500,000 | -$20.36M | EDGAR |
| 2024-03-28 | VERX | Sell (S) | −27,128 | -$821.2K | EDGAR |
| 2024-03-25 | VERX | Sell (S) | −47,671 | -$1.43M | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.