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
"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.
Loading insider history…
Disclosed Exposure
$2.13M
Companies
1
Total Filings
25
Lifetime Open-Market Net
-$63.93M
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| VERX | 10%+ Owner | 173,073 | $12.28 | $2.13M | -$63.93M | 25 | 2025-06-24 |
Recent Filings · Page 2 of 3
25 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2024-03-08 | VERX | Sell (S) | −50,566 | -$1.52M | EDGAR |
| 2024-03-05 | VERX | Sell (S) | −206,749 | -$6.36M | EDGAR |
| 2023-12-15 | VERX | Sell (S) | −9,300 | -$262.1K | EDGAR |
| 2023-12-12 | VERX | Sell (S) | −150,284 | -$4.32M | EDGAR |
| 2023-12-07 | VERX | Sell (S) | −105,490 | -$3.08M | EDGAR |
| 2023-12-04 | VERX | Sell (S) | −177,400 | -$4.94M | EDGAR |
| 2023-11-15 | VERX | Sell (S) | −21,054 | -$626.1K | EDGAR |
| 2023-10-25 | VERX | Conv (C) | +1,807,547 | $0 | EDGAR |
| 2023-04-07 | VERX | Sell (S) | −18,780 | -$400.6K | EDGAR |
| 2023-04-04 | VERX | Sell (S) | −95,970 | -$2.02M | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.