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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 26 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 $8.5M across reported positions. The firm reports its address in King Of Prussia, PA.

"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

$8.48M

Companies

1

Total Filings

26

Lifetime Open-Market Net

-$55.29M

Filer Profile

Reported Address
C/O VERTEX, INC.
2301 RENAISSANCE BLVD.
KING OF PRUSSIA, PA 19406
Phone
(800) 355-3500
State of Incorporation
PA
Related Filers
2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON — same reported address
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN — same reported address
ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 — same reported address
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 — same reported address
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 — same reported address
ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 — same reported address
ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 — same reported address
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

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 745,706 $11.37 $8.48M -$55.29M 22 2024-12-26

Recent Filings

26 filings
Insider 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
2024-12-26 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
2024-10-04 VERX Notice (144) −500,000 -$20.36M 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
Showing 1–10 of 26
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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.