ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 — SEC Form 4 filings
SEC reporting owner CIK 1818852. 12 Form 4 filings on record with FilingPulse; latest filed 2025-06-24.
Transaction summary — filings shown
Covers all 12 filings on record, filed 2024-03-05 to 2025-06-24. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 28 legs across 11 filings — 1,155,000 shares, $42,886,950 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 1.
- Largest priced transaction: sale of 157,874 shares @ $35.93 ($5,672,634) in Vertex, Inc., filed 2025-06-18.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Vertex, Inc. (VERX) | 10% owner | 12 | — | 28 legs · 1,155,000 sh · $42,886,950 | 1 |
Form 4 filings — ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2025-06-24 | 4 | Vertex, Inc. (VERX) | Sale (S): 8,832 @ $35.12 · Sale (S): 510 @ $35 · Sale (S): 14,425 @ $35.24 | EDGAR |
| 2025-06-18 | 4 | Vertex, Inc. (VERX) | Sale (S): 78,248 @ $36.87 · Sale (S): 145,111 @ $37.16 · Sale (S): 157,874 @ $35.93 | EDGAR |
| 2024-12-26 | 4 | Vertex, Inc. (VERX) | Gift (G): 37,000 @ $0 | EDGAR |
| 2024-11-12 | 4 | Vertex, Inc. (VERX) | Sale (S): 91,220 @ $51.44 · Sale (S): 58,780 @ $52.26 | EDGAR |
| 2024-10-15 | 4 | Vertex, Inc. (VERX) | Sale (S): 32,410 @ $39.73 · Sale (S): 42,765 @ $40.48 | EDGAR |
| 2024-10-09 | 4 | Vertex, Inc. (VERX) | Sale (S): 48,136 @ $41.02 · Sale (S): 27,732 @ $41.32 · Sale (S): 48,957 @ $41.31 | EDGAR |
| 2024-03-28 | 4 | Vertex, Inc. (VERX) | Sale (S): 27,128 @ $30.27 | EDGAR |
| 2024-03-25 | 4 | Vertex, Inc. (VERX) | Sale (S): 100 @ $30 · Sale (S): 47,571 @ $30.09 | EDGAR |
| 2024-03-20 | 4 | Vertex, Inc. (VERX) | Sale (S): 6,910 @ $30.05 · Sale (S): 30,941 @ $30.05 · Sale (S): 10,917 @ $30.04 | EDGAR |
| 2024-03-14 | 4 | Vertex, Inc. (VERX) | Sale (S): 9,727 @ $30.01 · Sale (S): 1,301 @ $30 · Sale (S): 8,090 @ $30.01 | EDGAR |
| 2024-03-08 | 4 | Vertex, Inc. (VERX) | Sale (S): 10,589 @ $30.01 · Sale (S): 19,864 @ $30.06 · Sale (S): 20,113 @ $30.14 | EDGAR |
| 2024-03-05 | 4 | Vertex, Inc. (VERX) | Sale (S): 26,609 @ $33.62 · Sale (S): 173,391 @ $30.34 · Sale (S): 6,749 @ $30.01 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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