ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
Other reporting person · Ten-percent owner · VERX
As of 2026-09-16, ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 has 7 Form 4 transactions on record across 1 company — 0 in the trailing 12 months.
Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.
Reconstructed holdings
- Direct $2.2M
- Indirect $0
| VERX | direct | 173,074 sh | $2.2M |
Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.
Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.
Trades by company
Filing ledger
| Date | Company | Action | Shares @ price | Value | Ownership Δ | Owned after | Filing |
|---|---|---|---|---|---|---|---|
| 2025-06-24 | VERX | Sale | 14,425 @ $35.24 | $508K | −7.7% of holding | 173,074 | Form 4 |
| 2025-06-23 | VERX | Sale | 510 @ $35.00 | $18K | −0.3% of holding | 187,499 | Form 4 |
| 2025-06-20 | VERX | Sale | 8,832 @ $35.12 | $310K | −4.5% of holding | 188,009 | Form 4 |
| 2025-06-18 | VERX | Sale | 157,874 @ $35.93 | $5.7M | −44.5% of holding | 196,841 | Form 4 |
| 2025-06-17 | VERX | Sale | 145,111 @ $37.16 | $5.4M | −29.0% of holding | 354,715 | Form 4 |
| 2025-06-16 | VERX | Sale | 78,248 @ $36.87 | $2.9M | −13.5% of holding | 499,826 | Form 4 |
1 award / exercise / gift record — not counted as purchases
Source: SEC Form 4 filings. Each row links to its original filing.
Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.