Jeffrey Westphal

Insider Reports History

Reporting-owner location: King Of Prussia, PA
Latest reporting-owner signature: /s/ Anton Pamer, Attorney-in-Fact
Source: Latest parsed Forms 3/4/5 signature
Transaction source note: Rows are grouped by transaction date from the original SEC filing. Open the aggregated insider activity page to review issuer-level activity across dates.

Reported holdings for Jeffrey Westphal

Form 4 holding Other*

Vertex, Inc.

Security class: Class B Common Stock
Shares / value: 1,125,927
Estimated value: $22,259,576
Report date: 13 Feb 2026
Price: $19.77
Ownership: By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Underlying class: Class A Common Stock
Underlying amount: 1,125,927

Form 4 holding Other*

Vertex, Inc.

Security class: Class B Common Stock
Shares / value: 388,000
Estimated value: $7,670,760
Report date: 13 Feb 2026
Price: $19.77
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 388,000

Form 4 holding Other*

Vertex, Inc.

Security class: Class A Common Stock
Shares / value: 397,740
Estimated value: $4,985,631
Report date: 17 Feb 2026
Price: $12.53
Ownership: By The 2009 Jeffrey R. Westphal Generation Skipping Trust

Form 4 holding Other*

Vertex, Inc.

Security class: Class A Common Stock
Shares / value: 7,895
Estimated value: $156,084
Report date: 13 Feb 2026
Price: $19.77
Ownership: Direct

Form 4 holding Other*

Vertex, Inc.

Security class: Class B Common Stock
Shares / value: 0
Estimated value: $0
Report date: 09 Jun 2025
Price: $37.93
Ownership: By Rainer J. Westphal 2007 Separate Exempt Trust FBO Jeffrey Westphal
Underlying class: Class A Common Stock
Underlying amount: 332,244

Form 4 holding Other*

Vertex, Inc.

Security class: Class B Common Stock
Shares / value: 0
Estimated value: $0
Report date: 09 Jun 2025
Price: $37.93
Ownership: By Rainer J. Westphal 2007 Separate Non-Exempt Trust FBO Jeffrey Westphal
Underlying class: Class A Common Stock
Underlying amount

Insider Reports Filed by Jeffrey Westphal

4 VERX

Vertex, Inc.

Report period: 13 Feb 2026
Transactions: 2
Transaction value: +$5,121,294
Accepted by SEC: 18 Feb 2026, 17:22
Role: Other*
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 09 Jun 2025
Transactions: 9
Transaction value: -$115,350,000
Accepted by SEC: 11 Jun 2025, 15:21
Role: Other*
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 31 Dec 2024
Transactions: 1
Transaction value: $0
Accepted by SEC: 03 Jan 2025, 20:36
Role: Other*
Next action: Open filing details

4/A VERX

Vertex, Inc.

Report period: 20 Dec 2024
Transactions: 2
Transaction value: $0
Accepted by SEC: 03 Jan 2025, 20:35
Role: Other*
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 12 Dec 2024
Transactions: 3
Transaction value: -$30,480,750
Accepted by SEC: 16 Dec 2024, 20:15
Role: Other*
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 11 Nov 2024
Transactions: 3
Transaction value: -$121,516,500
Accepted by SEC: 13 Nov 2024, 21:43
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 03 Oct 2024
Transactions: 3
Transaction value: -$48,289,500
Accepted by SEC: 07 Oct 2024, 18:33
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 23 Jul 2024
Transactions: 1
Transaction value: -$56,715,000
Accepted by SEC: 24 Jul 2024, 18:24
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 05 Jun 2024
Transactions: 1
Transaction value: -$49,395,000
Accepted by SEC: 07 Jun 2024, 18:30
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 30 Apr 2024
Transactions: 2
Transaction value: $0
Accepted by SEC: 02 May 2024, 18:00
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 05 Apr 2024
Transactions: 1
Transaction value: -$23,773,547
Accepted by SEC: 09 Apr 2024, 19:33
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 01 Mar 2024
Transactions: 2
Transaction value: -$76,508,231
Accepted by SEC: 05 Mar 2024, 17:37
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 06 Dec 2023
Transactions: 1
Transaction value: $0
Accepted by SEC: 11 Dec 2023, 19:39
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 14 Nov 2023
Transactions: 2
Transaction value: -$49,488,592
Accepted by SEC: 16 Nov 2023, 18:00
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 02 Oct 2023
Transactions: 1
Transaction value: -$24,629,562
Accepted by SEC: 04 Oct 2023, 16:58
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 02 Aug 2023
Transactions: 2
Transaction value: $0
Accepted by SEC: 03 Aug 2023, 18:01
Role: 10%+ Owner
Next action: Open filing details

4/A VERX

Vertex, Inc.

Report period: 12 Jul 2023
Transactions: 1
Transaction value: -$1,523,761
Accepted by SEC: 19 Sep 2023, 20:30
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 30 Jun 2023
Transactions: 2
Transaction value: -$11,617,230
Accepted by SEC: 05 Jul 2023, 19:54
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 28 Jun 2023
Transactions: 1
Transaction value: -$14,608,000
Accepted by SEC: 30 Jun 2023, 18:00
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 14 Mar 2023
Transactions: 4
Transaction value: -$26,896,331
Accepted by SEC: 16 Mar 2023, 19:06
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 08 Mar 2023
Transactions: 2
Transaction value: -$1,832,548
Accepted by SEC: 10 Mar 2023, 19:28
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 28 Feb 2023
Transactions: 3
Transaction value: -$2,097,300
Accepted by SEC: 02 Mar 2023, 17:22
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 17 Nov 2022
Transactions: 1
Transaction value: -$22,725,000
Accepted by SEC: 21 Nov 2022, 20:00
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 01 Nov 2022
Transactions: 1
Transaction value: -$647,172
Accepted by SEC: 03 Nov 2022, 16:30
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 26 Oct 2022
Transactions: 2
Transaction value: -$5,887,500
Accepted by SEC: 26 Oct 2022, 17:46
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 29 Jul 2022
Transactions: 2
Transaction value: -$36,750,000
Accepted by SEC: 02 Aug 2022, 16:55
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 11 Jul 2022
Transactions: 2
Transaction value: -$812,384
Accepted by SEC: 13 Jul 2022, 17:04
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 08 Jul 2022
Transactions: 1
Transaction value: -$304,501
Accepted by SEC: 12 Jul 2022, 17:56
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 07 Jul 2022
Transactions: 1
Transaction value: -$80,907
Accepted by SEC: 08 Jul 2022, 16:30
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 30 Jun 2022
Transactions: 2
Transaction value: -$2,382,375
Accepted by SEC: 05 Jul 2022, 16:30
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 21 Jun 2022
Transactions: 2
Transaction value: $0
Accepted by SEC: 22 Jun 2022, 16:18
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 23 May 2022
Transactions: 1
Transaction value: -$583,577
Accepted by SEC: 25 May 2022, 16:05
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 11 Jan 2022
Transactions: 1
Transaction value: -$11,680,000
Accepted by SEC: 13 Jan 2022, 14:41
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 30 Nov 2021
Transactions: 2
Transaction value: $0
Accepted by SEC: 01 Dec 2021, 15:39
Role: 10%+ Owner
Next action: Open filing details

4 VERX

Vertex, Inc.

Report period: 07 May 2021
Transactions: 2
Transaction value: $0
Accepted by SEC: 11 May 2021, 17:35
Role: 10%+ Owner
Next action: Open filing details

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