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

CIK 1818852 · View on SEC EDGAR ↗

Insider

First SEC filing: July 29, 2020 · Latest: July 29, 2020

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Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 5 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

5 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
June 24, 2025 VERX S 14,425 $35.24 $508,337 173,074 Direct -7.69% Disposed -62.6% (price as of 2026-08-21)
June 23, 2025 VERX S 510 $35.00 $17,850 187,499 Direct -0.27% Disposed -62.3% (price as of 2026-08-21)
June 20, 2025 VERX S 8,832 $35.12 $310,180 188,009 Direct -4.49% Disposed -62.5% (price as of 2026-08-21)
June 18, 2025 VERX S 157,874 $35.93 $5,672,413 196,841 Direct -44.51% Disposed -63.3% (price as of 2026-08-21)
June 17, 2025 VERX S 145,111 $37.16 $5,392,325 354,715 Direct -29.03% Disposed -64.5% (price as of 2026-08-21)
June 16, 2025 VERX S 78,248 $36.87 $2,885,004 499,826 Direct -13.54% Disposed -64.3% (price as of 2026-08-21)
Nov. 8, 2024 VERX S 58,780 $52.26 $3,071,843 615,074 Direct -8.72% Disposed -74.8% (price as of 2026-08-21)
Nov. 7, 2024 VERX S 91,220 $51.44 $4,692,357 673,854 Direct -11.92% Disposed -74.4% (price as of 2026-08-21)
Oct. 11, 2024 VERX S 42,765 $40.48 $1,731,127 765,074 Direct -5.29% Disposed -67.4% (price as of 2026-08-21)
Oct. 10, 2024 VERX S 32,410 $39.73 $1,287,649 807,839 Direct -3.86% Disposed -66.8% (price as of 2026-08-21)
Oct. 9, 2024 VERX S 48,957 $41.31 $2,022,414 840,249 Direct -5.51% Disposed -68.1% (price as of 2026-08-21)
Oct. 8, 2024 VERX S 27,732 $41.32 $1,145,886 889,206 Direct -3.02% Disposed -68.1% (price as of 2026-08-21)
Oct. 7, 2024 VERX S 48,136 $41.02 $1,974,539 916,938 Direct -4.99% Disposed -67.9% (price as of 2026-08-21)
March 26, 2024 VERX S 27,128 $30.27 $821,165 965,074 Direct -2.73% Disposed -56.5% (price as of 2026-08-21)
March 25, 2024 VERX S 47,571 $30.09 $1,431,411 992,202 Direct -4.58% Disposed -56.2% (price as of 2026-08-21)
March 21, 2024 VERX S 100 $30.00 $3,000 1,039,773 Direct -0.01% Disposed -56.1% (price as of 2026-08-21)
March 20, 2024 VERX S 10,917 $30.04 $327,947 1,039,873 Direct -1.04% Disposed -56.1% (price as of 2026-08-21)
March 19, 2024 VERX S 30,941 $30.05 $929,777 1,050,790 Direct -2.86% Disposed -56.1% (price as of 2026-08-21)
March 18, 2024 VERX S 6,910 $30.05 $207,646 1,081,731 Direct -0.63% Disposed -56.1% (price as of 2026-08-21)
March 14, 2024 VERX S 8,090 $30.01 $242,781 1,088,641 Direct -0.74% Disposed -56.1% (price as of 2026-08-21)
March 13, 2024 VERX S 1,301 $30.00 $39,030 1,096,731 Direct -0.12% Disposed -56.1% (price as of 2026-08-21)
March 12, 2024 VERX S 9,727 $30.01 $291,907 1,098,032 Direct -0.88% Disposed -56.1% (price as of 2026-08-21)
March 8, 2024 VERX S 20,113 $30.14 $606,206 1,107,759 Direct -1.78% Disposed -56.3% (price as of 2026-08-21)
March 7, 2024 VERX S 19,864 $30.06 $597,112 1,127,872 Direct -1.73% Disposed -56.2% (price as of 2026-08-21)
March 6, 2024 VERX S 10,589 $30.01 $317,776 1,147,736 Direct -0.91% Disposed -56.1% (price as of 2026-08-21)
March 5, 2024 VERX S 6,749 $30.01 $202,537 1,158,325 Direct -0.58% Disposed -56.1% (price as of 2026-08-21)
March 4, 2024 VERX S 173,391 $30.34 $5,260,683 1,165,074 Direct -12.95% Disposed -56.6% (price as of 2026-08-21)
March 1, 2024 VERX S 26,609 $33.62 $894,595 1,338,465 Direct -1.95% Disposed -60.8% (price as of 2026-08-21)
Dec. 13, 2023 VERX S 9,300 $28.19 $262,167 1,365,074 Direct -0.68% Disposed -53.2% (price as of 2026-08-21)
Dec. 12, 2023 VERX S 42,555 $28.88 $1,228,988 1,374,374 Direct -3.00% Disposed -54.4% (price as of 2026-08-21)
Dec. 11, 2023 VERX S 70,822 $28.73 $2,034,716 1,416,929 Direct -4.76% Disposed -54.1% (price as of 2026-08-21)
Dec. 8, 2023 VERX S 36,907 $28.64 $1,057,016 1,487,751 Direct -2.42% Disposed -54.0% (price as of 2026-08-21)
Dec. 7, 2023 VERX S 47,226 $28.69 $1,354,914 1,524,658 Direct -3.00% Disposed -54.1% (price as of 2026-08-21)
Dec. 6, 2023 VERX S 22,064 $29.41 $648,902 1,571,884 Direct -1.38% Disposed -55.2% (price as of 2026-08-21)
Dec. 5, 2023 VERX S 36,200 $29.63 $1,072,606 1,593,948 Direct -2.22% Disposed -55.5% (price as of 2026-08-21)
Dec. 4, 2023 VERX S 18,900 $27.82 $525,798 1,630,148 Direct -1.15% Disposed -52.6% (price as of 2026-08-21)
Dec. 1, 2023 VERX S 75,100 $27.76 $2,084,776 1,649,048 Direct -4.36% Disposed -52.5% (price as of 2026-08-21)
Nov. 30, 2023 VERX S 83,400 $27.98 $2,333,532 1,724,148 Direct -4.61% Disposed -52.9% (price as of 2026-08-21)
Nov. 15, 2023 VERX S 39,473 $26.38 $1,041,298 1,807,548 Direct +2.23% Acquired -50.0% (price as of 2026-08-21)
Nov. 14, 2023 VERX S 45,000 $27.66 $1,244,700 1,847,021 Direct -2.38% Disposed -52.3% (price as of 2026-08-21)
Nov. 13, 2023 VERX S 15,527 $27.23 $422,800 1,892,021 Direct -0.81% Disposed -51.6% (price as of 2026-08-21)
April 5, 2023 VERX S 18,780 $21.33 $400,577 100,000 Direct -15.81% Disposed -38.2% (price as of 2026-08-21)
April 4, 2023 VERX S 36,480 $21.41 $781,037 118,780 Direct -23.50% Disposed -38.4% (price as of 2026-08-21)
April 3, 2023 VERX S 27,123 $21.05 $570,939 155,260 Direct -14.87% Disposed -37.4% (price as of 2026-08-21)
March 31, 2023 VERX S 32,367 $20.78 $672,586 182,383 Direct -15.07% Disposed -36.6% (price as of 2026-08-21)
March 30, 2023 VERX S 35,766 $20.52 $733,918 214,750 Direct -14.28% Disposed -35.8% (price as of 2026-08-21)
March 29, 2023 VERX S 43,754 $19.68 $861,079 250,516 Direct -14.87% Disposed -33.0% (price as of 2026-08-21)
March 28, 2023 VERX S 5,730 $19.18 $109,901 294,270 Direct -1.91% Disposed -31.3% (price as of 2026-08-21)
March 22, 2023 VERX S 10,533 $18.24 $192,122 300,000 Direct -3.39% Disposed -27.7% (price as of 2026-08-21)
March 21, 2023 VERX S 11,379 $18.25 $207,667 310,533 Direct -3.53% Disposed -27.8% (price as of 2026-08-21)
March 20, 2023 VERX S 2,354 $18.26 $42,984 321,912 Direct -0.73% Disposed -27.8% (price as of 2026-08-21)
March 17, 2023 VERX S 30,153 $18.28 $551,197 324,266 Direct -8.51% Disposed -27.9% (price as of 2026-08-21)
March 16, 2023 VERX S 73,262 $18.60 $1,362,673 354,419 Direct -17.13% Disposed -29.1% (price as of 2026-08-21)
March 15, 2023 VERX S 27,417 $18.42 $505,021 427,681 Direct -6.02% Disposed -28.4% (price as of 2026-08-21)
March 14, 2023 VERX S 24,588 $18.59 $457,091 455,098 Direct -5.13% Disposed -29.1% (price as of 2026-08-21)
March 13, 2023 VERX S 17,376 $18.21 $316,417 479,686 Direct -3.50% Disposed -27.6% (price as of 2026-08-21)
March 10, 2023 VERX S 2,938 $18.07 $53,090 497,062 Direct -0.59% Disposed -27.1% (price as of 2026-08-21)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Oct. 4, 2023 VERX Class B Common Stock Class A Common Stock (1,807,548) — — 1,807,548 Disposed
Nov. 16, 2022 VERX Class B Common Stock Class A Common Stock (500,000) — — 500,000 Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 1 holding

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
July 29, 2020 VERX Class B Common Stock→ Class A Common Stock (2,325,842) 2,325,842 Direct