Westphal Jeffrey
SEC CIK 1818851 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| VERX | Vertex, Inc. | See Remarks | 397.7K | $5.12M | $736.81M | 39 | 2021-11-30 | 2026-02-13 |
Most active insiders at VERX, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Westphal Jeffrey | See Remarks | $5.12M | — |
| 2 | Young Christopher David | Pres, CEO, Dir | $730.8K | — |
| 3 | ANDERSEN ERIC C. | Dir | $516.4K | — |
| 4 | DeStefano David | Dir | — | $82.4K |
| 5 | Mendola Mark J | Dir | — | — |
| 6 | Stamm John Richard | Dir | — | — |
| 7 | Radcliffe Amanda Westphal | Dir, 10% | — | — |
| 8 | Thompson Stefanie Westphal | Dir, 10% | — | — |
| 9 | Gayton Bradley M | Dir | — | — |
| 10 | Leib Ryan J | CAO | — | — |
Transactions 39
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MI | 2026-02-18 | 2026-02-13+ | VERX | Vertex, Inc. | Westphal Jeffrey | See Remarks | P - Purchase | $12.87 | +397.7K | 397.7K | New | +$5.12M |
| DMI | 2025-06-11 | 2025-06-09 | VERX | Vertex, Inc. | Westphal Jeffrey | See Remarks | S - Sale | $38.45 | -3.00M | 0 | -100% | -$115.35M |
| DMI | 2025-06-11 | 2025-06-09 | VERX | Vertex, Inc. | Westphal Jeffrey | See Remarks | C - Cnv Deriv | $0.00 | +3.00M | 1.51M | New | $0 |
| DA | 2025-01-03 | 2024-12-20 | VERX | Vertex, Inc. | Westphal Jeffrey | See Remarks | C - Cnv Deriv | $0.00 | +450.0K | 457.9K | +5,700% | $0 |
| 2025-01-03 | 2024-12-31 | VERX | Vertex, Inc. | Westphal Jeffrey | See Remarks | G - Gift | $0.00 | -450.0K | 7,895 | -98% | $0 | |
| D | 2024-12-26 | 2024-12-20 | VERX | Vertex, Inc. | Westphal Jeffrey | See Remarks | C - Cnv Deriv | $0.00 | +450.0K | 457.9K | +5,700% | $0 |
| DI | 2024-12-16 | 2024-12-12 | VERX | Vertex, Inc. | Westphal Jeffrey | See Remarks | C - Cnv Deriv | $0.00 | +575.0K | 575.0K | New | $0 |
| DI | 2024-12-16 | 2024-12-12 | VERX | Vertex, Inc. | Westphal Jeffrey | See Remarks | S - Sale | $53.01 | -575.0K | 0 | -100% | -$30.48M |
| DI | 2024-11-13 | 2024-11-11 | VERX | Vertex, Inc. | Westphal Jeffrey | 10% | S - Sale | $48.90 | -2.48M | 0 | -100% | -$121.52M |
| DI | 2024-11-13 | 2024-11-11 | VERX | Vertex, Inc. | Westphal Jeffrey | 10% | C - Cnv Deriv | $0.00 | +2.48M | 2.48M | New | $0 |
| DI | 2024-10-07 | 2024-10-03 | VERX | Vertex, Inc. | Westphal Jeffrey | 10% | S - Sale | $39.42 | -1.23M | 0 | -100% | -$48.29M |
| DI | 2024-10-07 | 2024-10-03 | VERX | Vertex, Inc. | Westphal Jeffrey | 10% | C - Cnv Deriv | $0.00 | +170.4K | 1.23M | +16% | $0 |
| I | 2024-07-24 | 2024-07-23 | VERX | Vertex, Inc. | Westphal Jeffrey | 10% | S - Sale | $37.81 | -1.50M | 1.05M | -59% | -$56.72M |
| I | 2024-06-07 | 2024-06-05 | VERX | Vertex, Inc. | Westphal Jeffrey | 10% | S - Sale | $32.93 | -1.50M | 2.55M | -37% | -$49.40M |
| DI | 2024-05-02 | 2024-04-30 | VERX | Vertex, Inc. | Westphal Jeffrey | 10% | C - Cnv Deriv | $0.00 | +2.50M | 4.05M | +161% | $0 |
| I | 2024-04-09 | 2024-04-05 | VERX | Vertex, Inc. | Westphal Jeffrey | 10% | S - Sale | $30.05 | -791.1K | 1.55M | -34% | -$23.77M |
| MI | 2024-03-05 | 2024-03-01+ | VERX | Vertex, Inc. | Westphal Jeffrey | 10% | S - Sale | $31.66 | -2.42M | 4.64M | -34% | -$76.51M |
| MI | 2023-11-16 | 2023-11-14 | VERX | Vertex, Inc. | Westphal Jeffery | 10% | S - Sale | $26.06 | -1.90M | 4.76M | -29% | -$49.49M |
| I | 2023-10-04 | 2023-10-02 | VERX | Vertex, Inc. | Westphal Jeffery | 10% | S - Sale | $22.32 | -1.10M | 1.08M | -51% | -$24.63M |
| AI | 2023-09-19 | 2023-07-12 | VERX | Vertex, Inc. | Westphal Jeffery | 10% | S - Sale | $18.90 | -80.6K | 5.58M | -1% | -$1.52M |
| DI | 2023-08-03 | 2023-08-02 | VERX | Vertex, Inc. | Westphal Jeffery | 10% | C - Cnv Deriv | $0.00 | +879.0K | 2.18M | +68% | $0 |
| MI | 2023-07-14 | 2023-07-12+ | VERX | Vertex, Inc. | Westphal Jeffery | 10% | S - Sale | $18.84 | -325.2K | 5.67M | -5% | -$6.13M |
| MI | 2023-07-05 | 2023-06-30 | VERX | Vertex, Inc. | Westphal Jeffery | 10% | S - Sale | $19.08 | -608.8K | 5.91M | -9% | -$11.62M |
| I | 2023-06-30 | 2023-06-28 | VERX | Vertex, Inc. | Westphal Jeffery | 10% | S - Sale | $18.26 | -800.0K | 6.51M | -11% | -$14.61M |
| MI | 2023-03-16 | 2023-03-14+ | VERX | Vertex, Inc. | Westphal Jeffery | 10% | S - Sale | $17.82 | -1.51M | 7.31M | -17% | -$26.90M |
| MI | 2023-03-10 | 2023-03-08+ | VERX | Vertex, Inc. | Westphal Jeffery | 10% | S - Sale | $18.71 | -97.9K | 8.85M | -1% | -$1.83M |
| MI | 2023-03-02 | 2023-02-28+ | VERX | Vertex, Inc. | Westphal Jeffery | 10% | S - Sale | $15.73 | -133.3K | 8.97M | -1% | -$2.10M |
| I | 2022-11-21 | 2022-11-17 | VERX | Vertex, Inc. | Westphal Jeffery | 10% | S - Sale | $15.15 | -1.50M | 9.05M | -14% | -$22.73M |
| I | 2022-11-03 | 2022-11-01 | VERX | Vertex, Inc. | Westphal Jeffery | 10% | S - Sale | $18.00 | -36.0K | 1.31M | -3% | -$647.1K |
| DI | 2022-10-26 | 2022-10-26 | VERX | Vertex, Inc. | Westphal Jeffery | 10% | X - OptEx | $7.85 | -750.0K | 10.55M | -7% | -$5.89M |
| DI | 2022-08-02 | 2022-07-29 | VERX | Vertex, Inc. | Westphal Jeffery | 10% | S - Sale | $7.35 | -5.00M | 11.30M | -31% | -$36.75M |
| MI | 2022-07-13 | 2022-07-11+ | VERX | Vertex, Inc. | Westphal Jeffery | 10% | S - Sale | $11.35 | -71.5K | 1.35M | -5% | -$812.3K |
| I | 2022-07-12 | 2022-07-08 | VERX | Vertex, Inc. | Westphal Jeffery | 10% | S - Sale | $12.02 | -25.3K | 1.42M | -2% | -$304.6K |
| I | 2022-07-08 | 2022-07-07 | VERX | Vertex, Inc. | Westphal Jeffery | 10% | S - Sale | $12.03 | -6,723 | 1.44M | -0.5% | -$80.9K |
| MI | 2022-07-05 | 2022-06-30+ | VERX | Vertex, Inc. | Westphal Jeffery | 10% | S - Sale | $11.24 | -211.9K | 1.45M | -13% | -$2.38M |
| DI | 2022-06-22 | 2022-06-21 | VERX | Vertex, Inc. | Westphal Jeffery | 10% | C - Cnv Deriv | $0.00 | +5.50M | 17.96M | +44% | $0 |
| I | 2022-05-25 | 2022-05-23 | VERX | Vertex, Inc. | Westphal Jeffery | 10% | S - Sale | $12.01 | -48.6K | 12.46M | -0.4% | -$583.4K |
| I | 2022-01-13 | 2022-01-11 | VERX | Vertex, Inc. | Westphal Jeffery | 10% | S - Sale | $14.60 | -800.0K | 12.51M | -6% | -$11.68M |
| DI | 2021-12-01 | 2021-11-30 | VERX | Vertex, Inc. | 10% | C - Cnv Deriv | $0.00 | +1.21M | 13.31M | +10% | $0 |
Purchase Sale Sale after option exercise All abbreviations