Insider Trading & Ownership - ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001

Real time insider trading transaction history:

  • Insiders are prohibited from making short-swing profits by trading their shares within 6 months of the registration or acquiring the shares.
  • Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Time period
Insider Trading Transactions for ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
Common stock purchase or sale:
Transaction
Date
Reported
DateTime
Company Symbol Insider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2024-11-07
Sale
2024-11-12
6:00 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
150,000 $51.76 $7,764,424 615,074
(Direct)
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2024-10-10
Sale
2024-10-15
6:00 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
75,175 $40.16 $3,018,886 765,074
(Direct)
View
2024-10-07
Sale
2024-10-09
7:42 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
124,825 $41.2 $5,142,877 840,249
(Direct)
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2024-03-26
Sale
2024-03-28
6:00 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
27,128 $30.27 $821,192 965,074
(Direct)
View
2024-03-21
Sale
2024-03-25
6:52 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
47,671 $30.09 $1,434,554 992,202
(Direct)
View
2024-03-18
Sale
2024-03-20
9:01 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
48,768 $30.05 $1,465,491 1,039,873
(Direct)
View
2024-03-12
Sale
2024-03-14
8:06 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
19,118 $30.01 $573,713 1,088,641
(Direct)
View
2024-03-06
Sale
2024-03-08
6:30 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
50,566 $30.08 $1,521,035 1,107,759
(Direct)
View
2024-03-01
Sale
2024-03-05
6:41 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
206,749 $30.75 $6,358,541 1,158,325
(Direct)
View
2023-12-13
Sale
2023-12-15
5:00 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
9,300 $28.19 $262,146 1,365,074
(Direct)
View
2023-12-08
Sale
2023-12-12
6:32 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
150,284 $28.75 $4,320,293 1,374,374
(Direct)
View
2023-12-05
Sale
2023-12-07
7:18 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
105,490 $29.16 $3,076,432 1,524,658
(Direct)
View
2023-11-30
Sale
2023-12-04
8:45 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
177,400 $27.87 $4,944,645 1,630,148
(Direct)
View
2023-11-13
Sale
2023-11-15
6:22 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
100,000 $27.09 $2,708,751 1,807,548
(Direct)
View
2023-04-05
Sale
2023-04-07
5:50 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
18,780 $21.33 $400,615 100,000
(Direct)
View
2023-03-31
Sale
2023-04-04
7:14 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
95,970 $21.09 $2,024,465 118,780
(Direct)
View
2023-03-28
Sale
2023-03-30
6:58 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
85,250 $20 $1,705,123 214,750
(Direct)
View
2023-03-20
Sale
2023-03-22
8:46 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
24,266 $18.24 $442,663 300,000
(Direct)
View
2023-03-15
Sale
2023-03-17
7:41 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
130,832 $18.49 $2,418,758 324,266
(Direct)
View
2023-03-10
Sale
2023-03-14
7:58 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
44,902 $18.41 $826,476 455,098
(Direct)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
Company Symnbol Insider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing
2024-12-23
Gift
2024-12-26
6:00 pm
N/A
N/A
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
37,000 $0 578,074
(Direct)
View
2023-10-04
Conversion
2023-10-25
6:57 pm
N/A
N/A
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
1,807,548 $0 1,907,548
(Direct)
View
2022-11-16
Conversion
2022-11-18
4:18 pm
N/A
N/A
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
500,000 $0 2,307,548
(Direct)
View

Ownership
2020-07-29
9:06 pm
N/A
N/A
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(d) Group Member
10% Owner
0 $0 2,325,842
(Direct)
View