| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
See Remarks | 10% Owner | Director, 10% Owner
1 company
Jeffrey Westphal is See Remarks at VERX. Jeffrey Westphal's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $6.3M at current prices.
Our model assigns Jeffrey Westphal a below-average insider score of 46/100, based on 37 past trades. Over a 12-month horizon, 20.0% of those trades were profitable, with an average 12-month return of -45.5%.
The VERX filings lean toward selling, a net 27,271,817 shares.
Jeffrey Westphal has 36 Form 4 filings on record from December 2020 to February 2026, all as Vertex (VERX), 2020–2026.
The 59 reported transactions were 41 open-market sales, 13 conversions, 2 open-market purchases and 1 gift, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 1 purchase worth about $5.1M and 25 sales worth about $735.3M.
The only open-market purchase was 397,740 shares of VERX at an average $12.88 on February 17, 2026, about $5.1M.
The largest open-market sale was 2,485,000 shares of VERX at an average $48.90 on November 11, 2024, about $121.5M. Twelve months later VERX was down 60%.
None of the 13 sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Feb 17, 2026 | VERX Vertex, Inc. | See Remarks | Buy | 397,740 | $12.88 | $5,121,293.55 | New | +7.5% | - | |
| Jun 9, 2025 | VERX Vertex, Inc. | See Remarks | Sell | 3,000,000 | $38.45 | $115,350,000.00 | - | -36.2% | -68.7% | |
| Dec 12, 2024 | VERX Vertex, Inc. | See Remarks | Sell | 575,000 | $53.01 | $30,480,750.00 | - | -38.0% | -63.7% | |
| Nov 11, 2024 | VERX Vertex, Inc. | 10% Owner | Sell | 2,485,000 | $48.90 | $121,516,500.00 | - | +13.7% | -60.1% | |
| Oct 3, 2024 | VERX Vertex, Inc. | 10% Owner | Sell | 1,225,000 | $39.42 | $48,289,500.00 | - | +27.9% | -39.8% | |
| Jul 23, 2024 | VERX Vertex, Inc. | 10% Owner | Sell | 1,500,000 | $37.81 | $56,715,000.00 | -58.7% | +7.2% | -10.2% | |
| Jun 5, 2024 | VERX Vertex, Inc. | 10% Owner | Sell | 1,500,000 | $32.93 | $49,395,000.00 | -37.0% | +5.3% | +20.1% | |
| Apr 5, 2024 | VERX Vertex, Inc. | 10% Owner | Sell | 791,133 | $30.05 | $23,773,546.65 | -33.7% | +13.0% | +10.2% | |
| Mar 4, 2024 | VERX Vertex, Inc. | 10% Owner | Sell | 2,416,307 | $31.66 | $76,508,231.23 | -50.7% | +9.3% | +5.8% | |
| Nov 14, 2023 | VERX Vertex, Inc. | 10% Owner | Sell | 1,899,025 | $26.06 | $49,488,591.50 | -100% | -6.4% | +82.6% |