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
$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 · Page 3 of 3
26 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 |
|---|---|---|---|---|---|
| 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 |
| 2023-03-14 | VERX | Sell (S) | −44,901 | -$826.5K | EDGAR |
| 2022-11-18 | VERX | Conv (C) | +500,000 | $0 | EDGAR |
Showing 21–26 of 26
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Page 3 of 3
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.