Summary
Updated Aug 30, 2026
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 is 10% Owner of Vertex, Inc. (VERX). 4 SEC Form 4 filings on record, most recently on 26 December 2024. Most recent open-market trade: sold $3.07M of VERX on 12 November 2024. Lifetime open-market sales: $15.93M.
Recent Transactions
8Every recent SEC Form 4 transaction ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 has reported, most recent first.
Trading Pattern
InsiderAlpha's records for ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 go back to 2024: 4 primary Form 4 filings, an average of 1.3 per year. No transaction on record carries a Rule 10b5-1 flag - the filings look discretionary rather than pre-scheduled, which makes their timing more informative as a signal.
Other Insiders Active in the Same Stocks
Insiders who reported open-market trades in the last 12 months at the companies ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 files at. Multiple unrelated insiders buying the same stock within a short window, cluster buying, has historically been one of the strongest Form 4 signals.
- Jeffrey Westphal - $5.12M of VERX open-market activity in the last 12 months
- Christopher David Young - $731K of VERX open-market activity in the last 12 months
- Eric C. Andersen - $516K of VERX open-market activity in the last 12 months
- ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - $150K of VERX open-market activity in the last 12 months
- David Destefano - $82K of VERX open-market activity in the last 12 months
More Notable Insiders
Other corporate insiders with significant SEC Form 4 track records on InsiderAlpha:
Frequently Asked Questions
What is ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001?
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 is a trust, tracked as 10% Owner of Vertex, Inc. (VERX). InsiderAlpha holds 4 primary Form 4 filings for it, the earliest from 2024, updated as new SEC EDGAR filings are processed.
When did ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 last file a Form 4?
The most recent primary Form 4 on record is dated 26 December 2024, one of 4 filings going back to 2024.
Has ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 been buying or selling stock?
Recorded transactions: 0 open-market purchases and 7 open-market sales ($15.93M) across all tracked filings.
Where can I see all of ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001's SEC filings?
All Form 4 filings, transaction values, and 10b5-1 plan flags are listed on this page and updated in real time as new SEC EDGAR filings are processed.
Learn More
Follow ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 and every insider like them
A free account opens the full scored daily plan and every past day, a watchlist for any ticker, and 3 months of price history on every company page. No card.
Free plan available · Paid plans start with a 7-day free trial