| 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. From December 2020 to February 2026, the filings on record show 1 open-market purchase and 25 sales. 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 $6.4M 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.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Oct 2, 2023 | VERX Vertex, Inc. | 10% Owner | Sell | 1,103,475 | $22.32 | $24,629,562.00 | -50.6% | +16.5% | +70.4% | |
| Jul 14, 2023 | VERX Vertex, Inc. | 10% Owner | Sell | 325,198 | $18.84 | $6,126,194.20 | -5.5% | +25.0% | +97.4% | |
| Jun 30, 2023 | VERX Vertex, Inc. | 10% Owner | Sell | 608,798 | $19.08 | $11,617,229.77 | -31.9% | +15.5% | +84.9% | |
| Jun 28, 2023 | VERX Vertex, Inc. | 10% Owner | Sell | 800,000 | $18.26 | $14,608,000.00 | -10.9% | +13.9% | +85.5% | |
| Mar 16, 2023 | VERX Vertex, Inc. | 10% Owner | Sell | 1,509,373 | $17.82 | $26,896,330.64 | -17.1% | +21.0% | +60.2% | |
| Mar 9, 2023 | VERX Vertex, Inc. | 10% Owner | Sell | 97,941 | $18.71 | $1,832,547.73 | -1.1% | +23.5% | +63.5% | |
| Mar 2, 2023 | VERX Vertex, Inc. | 10% Owner | Sell | 133,307 | $15.73 | $2,097,300.48 | -1.5% | +40.8% | +114.9% | |
| Nov 17, 2022 | VERX Vertex, Inc. | 10% Owner | Sell | 1,500,000 | $15.15 | $22,725,000.00 | -14.2% | -9.5% | +55.9% | |
| Nov 1, 2022 | VERX Vertex, Inc. | 10% Owner | Sell | 35,950 | $18.00 | $647,171.90 | -2.7% | -25.3% | +34.6% | |
| Jul 29, 2022 | VERX Vertex, Inc. | 10% Owner | Sell | 5,000,000 | $7.35 | $36,750,000.00 | -30.7% | +56.0% | +79.8% |