Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 - Net Worth and Insider Trading

Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Net Worth

The estimated net worth of Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 is at least $34 Million dollars as of 2024-06-17. Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 is the 13(D) GROUP MEMBER of Vertex Inc and owns about 965,074 shares of Vertex Inc (VERX) stock worth over $34 Million. Details can be seen in Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 has not made any transactions after 2024-03-26 and currently still holds the listed stock(s).

Transaction Summary of Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001

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Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 owns 1 companies in total, including Vertex Inc (VERX) .

Click here to see the complete history of Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001’s form 4 insider trades.

Insider Ownership Summary of Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001

Ticker Comapny Transaction Date Type of Owner
VERX Vertex Inc 2024-03-26 10 percent owner & other: 13(d) Group Member

Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Latest Holdings Summary

Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 currently owns a total of 1 stock. Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 owns 965,074 shares of Vertex Inc (VERX) as of March 26, 2024, with a value of $34 Million.

Latest Holdings of Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
VERX Vertex Inc 2024-03-26 965,074 35.29 34,057,461

Holding Weightings of Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001


Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Form 4 Trading Tracker

According to the SEC Form 4 filings, Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 has made a total of 17 transactions in Vertex Inc (VERX) over the past 5 years, including 0 buys and 17 sells. The most-recent trade in Vertex Inc is the sale of 27,128 shares on March 26, 2024, which brought Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 around $821,165.

Insider Trading History of Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Ownership Network

Ownership Network List of Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001

No Data

Ownership Network Relation of Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001

Insider Network Chart

Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Owned Company Details

What does Vertex Inc do?

Who are the key executives at Vertex Inc?

Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 is the 10 percent owner & other: 13(d) Group Member of Vertex Inc. Other key executives at Vertex Inc include director & 10 percent owner Jeffery Westphal , 10 percent owner & other: 13(d) Group Member 2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan , and 10 percent owner & other: 13(d) Group Member Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 .

Vertex Inc (VERX) Insider Trades Summary

Over the past 18 months, Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 made 17 insider transaction in Vertex Inc (VERX) with a net sale of 1,342,474. Other recent insider transactions involving Vertex Inc (VERX) include a net sale of 1,391,294 shares made by Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 , a net sale of 11,265,175 shares made by Jeffery Westphal , and a net sale of 74,915 shares made by Lisa Butler .

In summary, during the past 3 months, insiders sold 2,644,571 shares of Vertex Inc (VERX) in total and bought 0 shares, with a net sale of 2,644,571 shares. During the past 18 months, 16,288,026 shares of Vertex Inc (VERX) were sold and 0 shares were bought by its insiders, resulting in a net sale of 16,288,026 shares.

Vertex Inc (VERX)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Vertex Inc Insider Transactions

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Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 Mailing Address

Above is the net worth, insider trading, and ownership report for Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001. You might contact Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 via mailing address: C/o Vertex, Inc., 2301 Renaissance Blvd., King Of Prussia Pa 19406.

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