Jeffrey Westphal

Insider Reports History

Entity
Individual
Location
C/O Vertex, Inc., 2301 Renaissance Blvd., 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 2.64M $140M $53.05 Dec 31, 2024 By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Vertex, Inc. Other* Class B Common Stock 388K $20.6M $53.05 Dec 31, 2024 Direct
Vertex, Inc. Other* Class B Common Stock 332K $17.6M $53.05 Dec 31, 2024 By Rainer J. Westphal 2007 Separate Exempt Trust FBO Jeffrey Westphal
Vertex, Inc. Other* Class A Common Stock 7.9K $419K $53.05 Dec 31, 2024 Direct

Insider Reports Filed by Jeffrey Westphal

Symbol Company Period Transactions Value $ Form Type Date Filed Role
VERX Vertex, Inc. Dec 31, 2024 1 $0 4 Jan 3, 2025 Other*
VERX Vertex, Inc. Dec 20, 2024 2 $0 4/A Jan 3, 2025 Other*
VERX Vertex, Inc. Dec 12, 2024 3 -$30.5M 4 Dec 16, 2024 Other*
VERX Vertex, Inc. Nov 11, 2024 3 -$122M 4 Nov 13, 2024 10%+ Owner
VERX Vertex, Inc. Oct 3, 2024 3 -$48.3M 4 Oct 7, 2024 10%+ Owner
VERX Vertex, Inc. Jul 23, 2024 1 -$56.7M 4 Jul 24, 2024 10%+ Owner
VERX Vertex, Inc. Jun 5, 2024 1 -$49.4M 4 Jun 7, 2024 10%+ Owner
VERX Vertex, Inc. Apr 30, 2024 2 $0 4 May 2, 2024 10%+ Owner
VERX Vertex, Inc. Apr 5, 2024 1 -$23.8M 4 Apr 9, 2024 10%+ Owner
VERX Vertex, Inc. Mar 1, 2024 2 -$76.5M 4 Mar 5, 2024 10%+ Owner
VERX Vertex, Inc. Dec 6, 2023 1 $0 4 Dec 11, 2023 10%+ Owner
VERX Vertex, Inc. Nov 14, 2023 2 -$49.5M 4 Nov 16, 2023 10%+ Owner
VERX Vertex, Inc. Oct 2, 2023 1 -$24.6M 4 Oct 4, 2023 10%+ Owner
VERX Vertex, Inc. Aug 2, 2023 2 $0 4 Aug 3, 2023 10%+ Owner
VERX Vertex, Inc. Jul 12, 2023 1 -$1.52M 4/A Sep 19, 2023 10%+ Owner
VERX Vertex, Inc. Jun 30, 2023 2 -$11.6M 4 Jul 5, 2023 10%+ Owner
VERX Vertex, Inc. Jun 28, 2023 1 -$14.6M 4 Jun 30, 2023 10%+ Owner
VERX Vertex, Inc. Mar 14, 2023 4 -$26.9M 4 Mar 16, 2023 10%+ Owner
VERX Vertex, Inc. Mar 8, 2023 2 -$1.83M 4 Mar 10, 2023 10%+ Owner
VERX Vertex, Inc. Feb 28, 2023 3 -$2.1M 4 Mar 2, 2023 10%+ Owner
VERX Vertex, Inc. Nov 17, 2022 1 -$22.7M 4 Nov 21, 2022 10%+ Owner
VERX Vertex, Inc. Nov 1, 2022 1 -$647K 4 Nov 3, 2022 10%+ Owner
VERX Vertex, Inc. Oct 26, 2022 2 -$5.89M 4 Oct 26, 2022 10%+ Owner
VERX Vertex, Inc. Jul 29, 2022 2 -$36.8M 4 Aug 2, 2022 10%+ Owner
VERX Vertex, Inc. Jul 11, 2022 2 -$812K 4 Jul 13, 2022 10%+ Owner
VERX Vertex, Inc. Jul 8, 2022 1 -$305K 4 Jul 12, 2022 10%+ Owner
VERX Vertex, Inc. Jul 7, 2022 1 -$80.9K 4 Jul 8, 2022 10%+ Owner
VERX Vertex, Inc. Jun 30, 2022 2 -$2.38M 4 Jul 5, 2022 10%+ Owner
VERX Vertex, Inc. Jun 21, 2022 2 $0 4 Jun 22, 2022 10%+ Owner
VERX Vertex, Inc. May 23, 2022 1 -$584K 4 May 25, 2022 10%+ Owner
VERX Vertex, Inc. Jan 11, 2022 1 -$11.7M 4 Jan 13, 2022 10%+ Owner
VERX Vertex, Inc. Nov 30, 2021 2 $0 4 Dec 1, 2021 10%+ Owner
VERX Vertex, Inc. May 7, 2021 2 $0 4 May 11, 2021 10%+ Owner