Jeffrey Westphal

Insider Reports History

Location
King Of Prussia, PA
Signature
/s/ Anton Pamer, Attorney-in-Fact
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Jeffrey Westphal:

Stock Role Class Num Shares Value Price $ Report Date Ownership
Vertex, Inc. Other* Class B Common Stock 1.13M $42.7M $37.93 09 Jun 2025 By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Vertex, Inc. Other* Class B Common Stock 388K $14.7M $37.93 09 Jun 2025 Direct
Vertex, Inc. Other* Class A Common Stock 7.9K $299K $37.93 09 Jun 2025 Direct
Vertex, Inc. Other* Class A Common Stock 0 $0 $38.45 09 Jun 2025 By Rainer J. Westphal 2007 Separate Exempt Trust FBO Jeffrey Westphal
Vertex, Inc. Other* Class A Common Stock 0 $0 $38.45 09 Jun 2025 By Rainer J. Westphal 2007 Separate Non-Exempt Trust FBO Jeffrey Westphal
Vertex, Inc. Other* Class A Common Stock 0 $0 $38.45 09 Jun 2025 By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Vertex, Inc. Other* Class B Common Stock 0 $0 $37.93 09 Jun 2025 By Rainer J. Westphal 2007 Separate Exempt Trust FBO Jeffrey Westphal
Vertex, Inc. Other* Class B Common Stock 0 $0 $37.93 09 Jun 2025 By Rainer J. Westphal 2007 Separate Non-Exempt Trust FBO Jeffrey Westphal

Insider Reports Filed by Jeffrey Westphal

Symbol Company Period Transactions Value $ Form Type Role Filing Time
VERX Vertex, Inc. 09 Jun 2025 9 -$115M 4 Other* 11 Jun 2025, 15:21
VERX Vertex, Inc. 31 Dec 2024 1 $0 4 Other* 03 Jan 2025, 20:36
VERX Vertex, Inc. 20 Dec 2024 2 $0 4/A Other* 03 Jan 2025, 20:35
VERX Vertex, Inc. 12 Dec 2024 3 -$30.5M 4 Other* 16 Dec 2024, 20:15
VERX Vertex, Inc. 11 Nov 2024 3 -$122M 4 10%+ Owner 13 Nov 2024, 21:43
VERX Vertex, Inc. 03 Oct 2024 3 -$48.3M 4 10%+ Owner 07 Oct 2024, 18:33
VERX Vertex, Inc. 23 Jul 2024 1 -$56.7M 4 10%+ Owner 24 Jul 2024, 18:24
VERX Vertex, Inc. 05 Jun 2024 1 -$49.4M 4 10%+ Owner 07 Jun 2024, 18:30
VERX Vertex, Inc. 30 Apr 2024 2 $0 4 10%+ Owner 02 May 2024, 18:00
VERX Vertex, Inc. 05 Apr 2024 1 -$23.8M 4 10%+ Owner 09 Apr 2024, 19:33
VERX Vertex, Inc. 01 Mar 2024 2 -$76.5M 4 10%+ Owner 05 Mar 2024, 17:37
VERX Vertex, Inc. 06 Dec 2023 1 $0 4 10%+ Owner 11 Dec 2023, 19:39
VERX Vertex, Inc. 14 Nov 2023 2 -$49.5M 4 10%+ Owner 16 Nov 2023, 18:00
VERX Vertex, Inc. 02 Oct 2023 1 -$24.6M 4 10%+ Owner 04 Oct 2023, 16:58
VERX Vertex, Inc. 02 Aug 2023 2 $0 4 10%+ Owner 03 Aug 2023, 18:01
VERX Vertex, Inc. 12 Jul 2023 1 -$1.52M 4/A 10%+ Owner 19 Sep 2023, 21:30
VERX Vertex, Inc. 30 Jun 2023 2 -$11.6M 4 10%+ Owner 05 Jul 2023, 19:54
VERX Vertex, Inc. 28 Jun 2023 1 -$14.6M 4 10%+ Owner 30 Jun 2023, 18:00
VERX Vertex, Inc. 14 Mar 2023 4 -$26.9M 4 10%+ Owner 16 Mar 2023, 19:06
VERX Vertex, Inc. 08 Mar 2023 2 -$1.83M 4 10%+ Owner 10 Mar 2023, 19:28
VERX Vertex, Inc. 28 Feb 2023 3 -$2.1M 4 10%+ Owner 02 Mar 2023, 17:22
VERX Vertex, Inc. 17 Nov 2022 1 -$22.7M 4 10%+ Owner 21 Nov 2022, 20:00
VERX Vertex, Inc. 01 Nov 2022 1 -$647K 4 10%+ Owner 03 Nov 2022, 16:30
VERX Vertex, Inc. 26 Oct 2022 2 -$5.89M 4 10%+ Owner 26 Oct 2022, 17:46
VERX Vertex, Inc. 29 Jul 2022 2 -$36.8M 4 10%+ Owner 02 Aug 2022, 16:55
VERX Vertex, Inc. 11 Jul 2022 2 -$812K 4 10%+ Owner 13 Jul 2022, 17:04
VERX Vertex, Inc. 08 Jul 2022 1 -$305K 4 10%+ Owner 12 Jul 2022, 17:56
VERX Vertex, Inc. 07 Jul 2022 1 -$80.9K 4 10%+ Owner 08 Jul 2022, 16:30
VERX Vertex, Inc. 30 Jun 2022 2 -$2.38M 4 10%+ Owner 05 Jul 2022, 16:30
VERX Vertex, Inc. 21 Jun 2022 2 $0 4 10%+ Owner 22 Jun 2022, 16:18
VERX Vertex, Inc. 23 May 2022 1 -$584K 4 10%+ Owner 25 May 2022, 16:05
VERX Vertex, Inc. 11 Jan 2022 1 -$11.7M 4 10%+ Owner 13 Jan 2022, 14:41
VERX Vertex, Inc. 30 Nov 2021 2 $0 4 10%+ Owner 01 Dec 2021, 15:39
VERX Vertex, Inc. 07 May 2021 2 $0 4 10%+ Owner 11 May 2021, 17:35