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

$78.9 Million

Estimate Recalculated Sep 16, 2024 03:24PM EST

Who is ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001?

ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 has an estimated net worth of $78.9 Million. This is based on reported shares in Vertex, Inc..

SEC CIK

ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001's CIK is 0001819296

Past Insider Trading and Trends

2022 was ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001's most active year for acquiring shares with 1 total transactions. ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001's most active month to acquire stocks was the month of September. 2023 was ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001's most active year for disposing of shares, totalling 31 transactions. ITEM SECOND IRR. TRUST FBO JACOB J. 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 JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 paying a total of $0.00 for 2,089,000 shares, this is the most they've acquired in one year. In 2024 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 cashed out on 400,000 shares for a total of $12,145,572.37, 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
-0.25%
-2.96K
$30.03
-$88,847.19
1.2M
Mar 21 - Mar 25
Form 4
-3.93%
-49.09K
$30.05
-$1,475,294.32
1.2M
Mar 18 - Mar 20
Form 4
-1.54%
-19.59K
$30.01
-$587,773.66
1.25M
Mar 12 - Mar 14
Form 4
-3.81%
-50.25K
$30.08
-$1,511,507.55
1.27M
Mar 6 - Mar 8
Form 4
-17.41%
-278.11K
$30.50
-$8,482,149.64
1.32M
Mar 1 - Mar 5
Form 4
-3.65%
-60.60K
$28.77
-$1,743,599.41
1.6M
Dec 12 - Dec 13
Form 4
-7.73%
-138.83K
$28.69
-$3,982,587.15
1.66M
Dec 7 - Dec 11
Form 4
-3.40%
-63.31K
$29.11
-$1,843,001.81
1.8M
Dec 4 - Dec 6
Form 4
-10.94%
-228.56K
$28.20
-$6,445,214.85
1.86M
Nov 29 - Dec 1
Form 4
-4.57%
-100.00K
$26.99
-$2,698,936.65
2.09M
Nov 13 - Nov 15
Form 4
+2,089.00%
2.09M
—
—
2.19M
Oct 11
Form 4
-15.81%
-18.78K
$21.33
-$400,614.96
100K
Apr 5
Form 4
-44.69%
-95.97K
$21.09
-$2,024,443.51
118.78K
Mar 31 - Apr 4
Form 4
-28.42%
-85.25K
$20.00
-$1,705,142.12
214.75K
Mar 28 - Mar 30
Form 4
-7.48%
-24.27K
$18.24
-$442,681.00
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
-$826,458.11
455.1K
Mar 10 - Mar 14
Form 4
∞
500K
—
—
500K
Nov 16
Form 3
—
0
—
—
0
No matching records found