ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 — SEC Form 4 filings
SEC reporting owner CIK 1819244. 5 Form 4 filings on record with FilingPulse; latest filed 2026-03-09.
Transaction summary — filings shown
Covers all 5 filings on record, filed 2024-08-27 to 2026-03-09. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 1 leg across 1 filing — 10,000 shares, $150,477 total (shares × price as filed).
- Open-market sales (code S, non-derivative): 7 legs across 4 filings — 377,900 shares, $17,901,046 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 0.
- Largest priced transaction: sale of 158,900 shares @ $37.27 ($5,922,521) in Vertex, Inc., filed 2024-08-27.
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 | 5 | 1 leg · 10,000 sh · $150,477 | 7 legs · 377,900 sh · $17,901,046 | — |
Form 4 filings — ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-03-09 | 4 | Vertex, Inc. (VERX) | Purchase (P): 10,000 @ $15.05 | EDGAR |
| 2025-01-23 | 4 | Vertex, Inc. (VERX) | Sale (S): 53,843 @ $56.48 · Sale (S): 18,157 @ $56.52 | EDGAR |
| 2024-12-11 | 4 | Vertex, Inc. (VERX) | Sale (S): 13,346 @ $55.13 · Sale (S): 61,654 @ $54.98 | EDGAR |
| 2024-11-21 | 4 | Vertex, Inc. (VERX) | Sale (S): 40,966 @ $52.16 · Sale (S): 31,034 @ $53.13 | EDGAR |
| 2024-08-27 | 4 | Vertex, Inc. (VERX) | Sale (S): 158,900 @ $37.27 | 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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