ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 (CIK 0001818852)

Latest company ownership

Role: 10% Owner
Shares held
173,073.71
Last filed at
Jun 24, 2025
Confidence Score
47.5
2025Q4
Confidence Score History
2023Q1 2025Q4

Recent buy/sell transactions

Exec date Filing date Company Role Signal Confidence Shares % of shares Under plan? Amount (USD)
Jun 20, 2025 Jun 24, 2025 Vertex, Inc. 10% Owner Sell 20.0 -23,767 -12.07% $836.4K
Jun 16, 2025 Jun 18, 2025 Vertex, Inc. 10% Owner Sell 15.0 -381,233 -65.95% $13.9M
Nov 7, 2024 Nov 12, 2024 Vertex, Inc. 10% Owner Sell 16.3 -150,000 -19.61% $7.8M
Oct 10, 2024 Oct 15, 2024 Vertex, Inc. 10% Owner Sell 17.5 -75,175 -8.95% $3M
Oct 7, 2024 Oct 9, 2024 Vertex, Inc. 10% Owner Sell 16.3 -124,825 -12.93% $5.1M
Mar 26, 2024 Mar 28, 2024 Vertex, Inc. 10% Owner Sell 20.0 -27,128 -2.73% $821.2K
Mar 21, 2024 Mar 25, 2024 Vertex, Inc. 10% Owner Sell 17.5 -47,671 -4.58% $1.4M
Mar 18, 2024 Mar 20, 2024 Vertex, Inc. 10% Owner Sell 17.5 -48,768 -4.48% $1.5M
Mar 12, 2024 Mar 14, 2024 Vertex, Inc. 10% Owner Sell 20.0 -19,118 -1.73% $573.7K
Mar 6, 2024 Mar 8, 2024 Vertex, Inc. 10% Owner Sell 17.5 -50,566 -4.37% $1.5M
Mar 1, 2024 Mar 5, 2024 Vertex, Inc. 10% Owner Sell 16.3 -206,749 -15.15% $6.4M
Dec 13, 2023 Dec 15, 2023 Vertex, Inc. 10% Owner Sell 30.0 -9,300 -0.68% $262.1K
Dec 8, 2023 Dec 12, 2023 Vertex, Inc. 10% Owner Sell 17.5 -150,284 -9.86% $4.3M
Dec 5, 2023 Dec 7, 2023 Vertex, Inc. 10% Owner Sell 17.5 -105,490 -6.47% $3.1M
Nov 30, 2023 Dec 4, 2023 Vertex, Inc. 10% Owner Sell 17.5 -177,400 -9.81% $4.9M
Nov 13, 2023 Nov 15, 2023 Vertex, Inc. 10% Owner Sell 37.5 -21,054 -0.38% $626.1K
Apr 5, 2023 Apr 7, 2023 Vertex, Inc. 10% Owner Sell 20.0 -18,780 -15.81% $400.6K
Mar 31, 2023 Apr 4, 2023 Vertex, Inc. 10% Owner Sell 17.5 -95,970 -44.69% $2M
Mar 28, 2023 Mar 30, 2023 Vertex, Inc. 10% Owner Sell 17.5 -85,250 -28.42% $1.7M
Mar 20, 2023 Mar 22, 2023 Vertex, Inc. 10% Owner Sell 20.0 -24,266 -7.48% $442.7K
Mar 15, 2023 Mar 17, 2023 Vertex, Inc. 10% Owner Sell 17.5 -130,832 -28.75% $2.4M
Mar 10, 2023 Mar 14, 2023 Vertex, Inc. 10% Owner Sell 20.0 -44,902 -8.98% $826.5K