ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
CIK 1819244 · View on SEC EDGAR ↗
Insider
First SEC filing: July 29, 2020 · Latest: July 29, 2020
On this page
Insider at
Insider transactions
1 buys (P)
0 sells (S)
Net:
$150,500
+ 2 non-open-market transactions below
Avg return of open purchases vs now:
-12.4%
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
2 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| March 9, 2026 | VERX | P | 10,000 | $15.05 | $150,500 | 1,221,100 Direct | -0.81% | Disposed | -12.4% (price as of 2026-08-21) |
| Jan. 23, 2025 | VERX | S | 18,157 | $56.52 | $1,026,234 | 1,211,100 Direct | -1.48% | Disposed | -76.7% (price as of 2026-08-21) |
| Jan. 22, 2025 | VERX | S | 53,843 | $56.48 | $3,041,053 | 1,229,257 Direct | -4.20% | Disposed | -76.7% (price as of 2026-08-21) |
| Dec. 10, 2024 | VERX | S | 61,654 | $54.98 | $3,389,737 | 1,283,100 Direct | -4.58% | Disposed | -76.0% (price as of 2026-08-21) |
| Dec. 9, 2024 | VERX | S | 13,346 | $55.13 | $735,765 | 1,344,754 Direct | -0.98% | Disposed | -76.1% (price as of 2026-08-21) |
| Nov. 21, 2024 | VERX | S | 31,034 | $53.13 | $1,648,836 | 1,358,100 Direct | -2.23% | Disposed | -75.2% (price as of 2026-08-21) |
| Nov. 20, 2024 | VERX | S | 40,966 | $52.16 | $2,136,787 | 1,389,134 Direct | -2.86% | Disposed | -74.7% (price as of 2026-08-21) |
| Aug. 26, 2024 | VERX | S | 158,900 | $37.27 | $5,922,203 | 1,430,100 Direct | -10.00% | Disposed | -64.6% (price as of 2026-08-21) |
| Nov. 13, 2023 | VERX | S | 20,000 | $27.35 | $547,000 | 1,589,000 Direct | -1.24% | Disposed | -51.8% (price as of 2026-08-21) |
| Nov. 10, 2023 | VERX | S | 280,000 | $27.17 | $7,607,600 | 1,609,000 Direct | -14.82% | Disposed | -51.5% (price as of 2026-08-21) |
| Nov. 8, 2023 | VERX | S | 105,337 | $22.72 | $2,393,257 | 1,889,000 Direct | -5.28% | Disposed | -42.0% (price as of 2026-08-21) |
| Nov. 7, 2023 | VERX | S | 157,387 | $23.12 | $3,638,787 | 1,994,337 Direct | -7.31% | Disposed | -43.0% (price as of 2026-08-21) |
| Nov. 6, 2023 | VERX | S | 126,155 | $22.29 | $2,811,995 | 2,151,724 Direct | -5.54% | Disposed | -40.9% (price as of 2026-08-21) |
| Nov. 3, 2023 | VERX | S | 168,208 | $23.36 | $3,929,339 | 2,277,879 Direct | -6.88% | Disposed | -43.6% (price as of 2026-08-21) |
| Nov. 2, 2023 | VERX | S | 79,718 | $23.33 | $1,859,821 | 2,446,087 Direct | -3.16% | Disposed | -43.5% (price as of 2026-08-21) |
| Nov. 1, 2023 | VERX | S | 63,195 | $23.60 | $1,491,402 | 2,525,805 Direct | -2.44% | Disposed | -44.2% (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 |
|---|---|---|---|---|---|---|---|
| March 31, 2023 | VERX | Class B Common Stock | Class A Common Stock (2,589,000) | — | — | 2,589,000 | 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 (2,589,000) | 2,589,000 | Direct |