ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
CIK 1819296 · last filed 2024-12-26
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 is a corporate insider who has filed 22 SEC Form 4 insider transactions across 1 company since 2022. The most recent filing, for VERX, was dated Dec 26, 2024. Across all open-market trades the lifetime net is −$55.3M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $9.2M 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.
$9.16M
1
22
-$55.29M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| VERX | 10%+ Owner | 745,706 | $12.28 | $9.16M | -$55.29M | 22 | 2024-12-26 |
Recent Filings
22 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2024-12-26 | VERX | Gift (G) | −37,000 | $0 | EDGAR |
| 2024-11-12 | VERX | Sell (S) | −150,000 | -$7.80M | EDGAR |
| 2024-10-15 | VERX | Sell (S) | −135,146 | -$5.46M | EDGAR |
| 2024-10-09 | VERX | Sell (S) | −129,854 | -$5.35M | EDGAR |
| 2024-03-25 | VERX | Sell (S) | −2,959 | -$88.8K | EDGAR |
| 2024-03-20 | VERX | Sell (S) | −49,095 | -$1.48M | EDGAR |
| 2024-03-14 | VERX | Sell (S) | −19,587 | -$587.8K | EDGAR |
| 2024-03-08 | VERX | Sell (S) | −50,246 | -$1.51M | EDGAR |
| 2024-03-05 | VERX | Sell (S) | −278,113 | -$8.48M | EDGAR |
| 2023-12-14 | VERX | Sell (S) | −60,599 | -$1.74M | EDGAR |