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
$2.13M
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 3 of 3
25 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-03-30 | VERX | Sell (S) | −85,250 | -$1.71M | EDGAR |
| 2023-03-22 | VERX | Sell (S) | −24,266 | -$442.7K | EDGAR |
| 2023-03-17 | VERX | Sell (S) | −130,832 | -$2.42M | EDGAR |
| 2023-03-14 | VERX | Sell (S) | −44,902 | -$826.5K | EDGAR |
| 2022-11-18 | VERX | Conv (C) | +500,000 | $0 | EDGAR |
Showing 21–25 of 25
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Page 3 of 3
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.