ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001's Net Worth

$67.2 Million

Estimate Recalculated Sep 16, 2024 03:24PM EST

Who 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 has an estimated net worth of $67.2 Million. This is based on reported shares in Vertex, Inc..

SEC CIK

ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001's CIK is 0001818852

Past Insider Trading and Trends

2023 was ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001's most active year for acquiring shares with 2 total transactions. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001's most active month to acquire stocks was the month of October. 2023 was ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001's most active year for disposing of shares, totalling 29 transactions. ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001's most active month to dispose stocks was the month of February. 2023 saw ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 paying a total of $1,041,325.37 for 1,847,020.706 shares, this is the most they've acquired in one year. In 2024 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 cashed out on 400,000 shares for a total of $12,174,526.47, their largest year based on trade value.

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Vertex, Inc. (VERX) Snapshot price: $35.25

Investor

Form Type
Δ Own
Qty.
Price
Size ($)
Own
Filing Date
Type
Is Scheduled
Trade Dates
Form 4
-2.73%
-27.13K
$30.27
-$821,191.69
965.07K
Mar 26
Form 4
-4.58%
-47.67K
$30.09
-$1,434,554.10
992.2K
Mar 21 - Mar 25
Form 4
-4.48%
-48.77K
$30.05
-$1,465,491.16
1.04M
Mar 18 - Mar 20
Form 4
-1.73%
-19.12K
$30.01
-$573,713.20
1.09M
Mar 12 - Mar 14
Form 4
-4.37%
-50.57K
$30.08
-$1,521,035.23
1.11M
Mar 6 - Mar 8
Form 4
-15.15%
-206.75K
$30.75
-$6,358,541.10
1.16M
Mar 1 - Mar 5
Form 4
-0.68%
-9.30K
$28.19
-$262,145.61
1.37M
Dec 13
Form 4
-9.86%
-150.28K
$28.75
-$4,320,292.90
1.37M
Dec 8 - Dec 12
Form 4
-6.47%
-105.49K
$29.16
-$3,076,431.77
1.52M
Dec 5 - Dec 7
Form 4
-9.81%
-177.40K
$27.87
-$4,944,644.50
1.63M
Nov 30 - Dec 4
Form 4
-1.10%
-21.05K
$26.97
-$626,100.55
1.81M
Nov 13 - Nov 15
Form 4
+1,807.55%
1.81M
—
—
1.91M
Oct 4
Form 4
-15.81%
-18.78K
$21.33
-$400,614.96
100K
Apr 5
Form 4
-44.69%
-95.97K
$21.09
-$2,024,464.93
118.78K
Mar 31 - Apr 4
Form 4
-28.42%
-85.25K
$20.00
-$1,705,122.94
214.75K
Mar 28 - Mar 30
Form 4
-7.48%
-24.27K
$18.24
-$442,662.76
300K
Mar 20 - Mar 22
Form 4
-28.75%
-130.83K
$18.49
-$2,418,757.89
324.27K
Mar 15 - Mar 17
Form 4
-8.98%
-44.90K
$18.41
-$826,476.19
455.1K
Mar 10 - Mar 14
Form 4
∞
500K
—
—
500K
Nov 16
Form 3
—
0
—
—
0
No matching records found