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
CompanySymbolInsider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2024-11-07
Sale
2024-11-12
6:00 pm
Vertex Inc.VERXITEM 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$7,764,424615,074
(Direct)
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2024-10-10
Sale
2024-10-15
6:00 pm
Vertex Inc.VERXITEM 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$3,018,886765,074
(Direct)
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2024-10-07
Sale
2024-10-09
7:42 pm
Vertex Inc.VERXITEM 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$5,142,877840,249
(Direct)
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2024-03-26
Sale
2024-03-28
6:00 pm
Vertex Inc.VERXITEM 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$821,192965,074
(Direct)
View
2024-03-21
Sale
2024-03-25
6:52 pm
Vertex Inc.VERXITEM 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$1,434,554992,202
(Direct)
View
2024-03-18
Sale
2024-03-20
9:01 pm
Vertex Inc.VERXITEM 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$1,465,4911,039,873
(Direct)
View
2024-03-12
Sale
2024-03-14
8:06 pm
Vertex Inc.VERXITEM 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$573,7131,088,641
(Direct)
View
2024-03-06
Sale
2024-03-08
6:30 pm
Vertex Inc.VERXITEM 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$1,521,0351,107,759
(Direct)
View
2024-03-01
Sale
2024-03-05
6:41 pm
Vertex Inc.VERXITEM 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$6,358,5411,158,325
(Direct)
View
2023-12-13
Sale
2023-12-15
5:00 pm
Vertex Inc.VERXITEM 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$262,1461,365,074
(Direct)
View
2023-12-08
Sale
2023-12-12
6:32 pm
Vertex Inc.VERXITEM 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$4,320,2931,374,374
(Direct)
View
2023-12-05
Sale
2023-12-07
7:18 pm
Vertex Inc.VERXITEM 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$3,076,4321,524,658
(Direct)
View
2023-11-30
Sale
2023-12-04
8:45 pm
Vertex Inc.VERXITEM 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$4,944,6451,630,148
(Direct)
View
2023-11-13
Sale
2023-11-15
6:22 pm
Vertex Inc.VERXITEM 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$2,708,7511,807,548
(Direct)
View
2023-04-05
Sale
2023-04-07
5:50 pm
Vertex Inc.VERXITEM 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$400,615100,000
(Direct)
View
2023-03-31
Sale
2023-04-04
7:14 pm
Vertex Inc.VERXITEM 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$2,024,465118,780
(Direct)
View
2023-03-28
Sale
2023-03-30
6:58 pm
Vertex Inc.VERXITEM 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$1,705,123214,750
(Direct)
View
2023-03-20
Sale
2023-03-22
8:46 pm
Vertex Inc.VERXITEM 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$442,663300,000
(Direct)
View
2023-03-15
Sale
2023-03-17
7:41 pm
Vertex Inc.VERXITEM 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$2,418,758324,266
(Direct)
View
2023-03-10
Sale
2023-03-14
7:58 pm
Vertex Inc.VERXITEM 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$826,476455,098
(Direct)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
CompanySymnbolInsider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing
2023-10-04
Conversion
2023-10-25
6:57 pm
N/A
N/A
Vertex Inc.VERXITEM 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$01,907,548
(Direct)
View
2022-11-16
Conversion
2022-11-18
4:18 pm
N/A
N/A
Vertex Inc.VERXITEM 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$02,307,548
(Direct)
View

Ownership
2020-07-29
9:06 pm
N/A
N/A
Vertex Inc.VERXITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(d) Group Member
10% Owner
0$02,325,842
(Direct)
View