ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001's Net Worth
$67.2 Million
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
| -8.95% | -75.17K |
$40.16 | -$3,018,885.58 | 765.07K |
Oct 10 - Oct 11
| |||
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 | |||||||||