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
"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
$9.16M
Companies
1
Total Filings
22
Lifetime Open-Market Net
-$55.29M
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 | $12.28 | $9.16M | -$55.29M | 22 | 2024-12-26 |
Recent Filings · Page 2 of 3
22 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-12-11 | VERX | Sell (S) | −138,829 | -$3.98M | EDGAR |
| 2023-12-06 | VERX | Sell (S) | −63,311 | -$1.84M | EDGAR |
| 2023-12-01 | VERX | Sell (S) | −228,555 | -$6.45M | EDGAR |
| 2023-11-15 | VERX | Sell (S) | −100,000 | -$2.70M | EDGAR |
| 2023-10-17 | VERX | Conv (C) | +2,089,000 | $0 | EDGAR |
| 2023-04-07 | VERX | Sell (S) | −18,780 | -$400.6K | EDGAR |
| 2023-04-04 | VERX | Sell (S) | −95,969 | -$2.02M | EDGAR |
| 2023-03-30 | VERX | Sell (S) | −85,251 | -$1.71M | EDGAR |
| 2023-03-22 | VERX | Sell (S) | −24,267 | -$442.7K | EDGAR |
| 2023-03-17 | VERX | Sell (S) | −130,832 | -$2.42M | 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.