Westphal Jeffrey
SEC insider (Form 3/4/5 filer). CIK 0001818851. Insider at Vertex, Inc. (VERX). 17 reported Form 4/5 transactions since Sep 2024; latest on Feb 17, 2026. Located in KING OF PRUSSIA, PA.
Companies Westphal Jeffrey has filed insider reports for
- Vertex, Inc. (VERX)
Westphal Jeffrey
CIK: 0001818851
Transaction Breakdown
Open Market Buys (P)2 (11.8%)
High conviction signal
Open Market Sales (S)6 (35.3%)
Position reduction
Option Exercises (M)0 (0.0%)
Derivative conversions
Awards (A)0 (0.0%)
Compensation grants
Other (G, F, J, C, D, …)9 (52.9%)
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
VERX
Vertex, Inc.
Discretionary Trading P&L
Holdings
Transaction History (17 total)
- Feb 17, 2026VERX
Vertex, Inc.
PurchaseIndirect150K shares at avg. $12.53$1.9M - Feb 13, 2026VERX
Vertex, Inc.
PurchaseIndirect247.7K shares at avg. $13.08$3.2M - Jun 9, 2025VERX
Vertex, Inc.
ConversionIndirect1.2M shares- - Jun 9, 2025VERX
Vertex, Inc.
SaleIndirect1.2M shares at avg. $38.45$44.4M - Jun 9, 2025VERX
Vertex, Inc.
ConversionIndirect1.5M shares- - Jun 9, 2025VERX
Vertex, Inc.
SaleIndirect332.2K shares at avg. $38.45$12.8M - Jun 9, 2025VERX
Vertex, Inc.
ConversionIndirect332.2K shares- - Jun 9, 2025VERX
Vertex, Inc.
SaleIndirect1.5M shares at avg. $38.45$58.2M - Dec 31, 2024VERX
Vertex, Inc.
GiftDirect450K shares- - Dec 20, 2024VERX
Vertex, Inc.
ConversionDirect450K shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Feb 17, 2026 | VERX Vertex, Inc. | Purchase | 150,000 | $12.53 | $1,880,235 | Indirect |
| Feb 13, 2026 | VERX Vertex, Inc. | Purchase | 247,740 | $13.08 | $3,241,059 | Indirect |
| Jun 9, 2025 | VERX Vertex, Inc. | Conversion | 1,153,756 | - | - | Indirect |
| Jun 9, 2025 | VERX Vertex, Inc. | Sale | 1,153,756 | $38.45 | $44,361,918 | Indirect |
| Jun 9, 2025 | VERX Vertex, Inc. | Conversion | 1,514,000 | - | - | Indirect |
| Jun 9, 2025 | VERX Vertex, Inc. | Sale | 332,244 | $38.45 | $12,774,782 | Indirect |
| Jun 9, 2025 | VERX Vertex, Inc. | Conversion | 332,244 | - | - | Indirect |
| Jun 9, 2025 | VERX Vertex, Inc. | Sale | 1,514,000 | $38.45 | $58,213,300 | Indirect |
| Dec 31, 2024 | VERX Vertex, Inc. | Gift | 450,000 | - | $0 | Direct |
| Dec 20, 2024 | VERX Vertex, Inc. | Conversion | 450,000 | - | $0 | Direct |
1-10 of 17 transactions