ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 — SEC Form 4 filings
SEC reporting owner CIK 1819296. 9 Form 4 filings on record with FilingPulse; latest filed 2024-12-26.
Transaction summary — filings shown
Covers all 9 filings on record, filed 2024-03-05 to 2024-12-26. 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): 23 legs across 8 filings — 815,000 shares, $30,757,174 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 1.
- Largest priced transaction: sale of 255,920 shares @ $30.34 ($7,765,892) in Vertex, Inc., filed 2024-03-05.
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 | 9 | — | 23 legs · 815,000 sh · $30,757,174 | 1 |
Form 4 filings — ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2024-12-26 | 4 | Vertex, Inc. (VERX) | Gift (G): 37,000 @ $0 | EDGAR |
| 2024-11-12 | 4 | Vertex, Inc. (VERX) | Sale (S): 26,645 @ $51.40 · Sale (S): 114,870 @ $52.32 · Sale (S): 8,485 @ $49.50 | EDGAR |
| 2024-10-15 | 4 | Vertex, Inc. (VERX) | Sale (S): 32,629 @ $39.73 · Sale (S): 46,098 @ $40.48 · Sale (S): 56,419 @ $40.77 | EDGAR |
| 2024-10-09 | 4 | Vertex, Inc. (VERX) | Sale (S): 52,713 @ $41.02 · Sale (S): 28,027 @ $41.32 · Sale (S): 49,114 @ $41.31 | EDGAR |
| 2024-03-25 | 4 | Vertex, Inc. (VERX) | Sale (S): 100 @ $30 · Sale (S): 2,859 @ $30.03 | EDGAR |
| 2024-03-20 | 4 | Vertex, Inc. (VERX) | Sale (S): 6,967 @ $30.04 · Sale (S): 31,173 @ $30.06 · Sale (S): 10,955 @ $30.04 | EDGAR |
| 2024-03-14 | 4 | Vertex, Inc. (VERX) | Sale (S): 9,749 @ $30.01 · Sale (S): 1,300 @ $30.00 · Sale (S): 8,538 @ $30.01 | EDGAR |
| 2024-03-08 | 4 | Vertex, Inc. (VERX) | Sale (S): 10,500 @ $30.01 · Sale (S): 20,009 @ $30.06 · Sale (S): 19,737 @ $30.14 | EDGAR |
| 2024-03-05 | 4 | Vertex, Inc. (VERX) | Sale (S): 14,078 @ $33.58 · Sale (S): 255,920 @ $30.34 · Sale (S): 8,115 @ $30.00 | 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.
Need this as JSON?
GET https://api.filingpulse.io/v1/insider-trades?owner_cik=1819296 returns every filing on this page — normalized, with footnotes and derivative legs — and webhooks push new filings to you in seconds. API docs →