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.
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Disclosed Exposure
$2.10M
Companies
1
Total Filings
30
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 | $12.13 | $2.10M | -$63.93M | 25 | 2025-06-24 |
Recent Filings · Page 2 of 3
30 filingsInsider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2024-03-20 | VERX | Sell (S) | −48,768 | -$1.47M | EDGAR |
| 2024-03-14 | VERX | Sell (S) | −19,118 | -$573.7K | EDGAR |
| 2024-03-08 | VERX | Sell (S) | −50,566 | -$1.52M | EDGAR |
| 2024-03-05 | VERX | Sell (S) | −206,749 | -$6.36M | EDGAR |
| 2024-03-01 | VERX | Notice (144) | −1,000,000 | -$33.58M | 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 |
| 2023-11-30 | VERX | Notice (144) | −800,000 | -$23.06M | EDGAR |
Form 4 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.
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.
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.