Insider · CIK 0001818851
Westphal Jeffrey
ownerother
Files at VERX (Vertex, Inc.). First filing Nov 13, 2024, latest Dec 16, 2024.
Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
0 / 2
$0 bought, $152M sold
Signals
This insider’s open-market buys and sells, scored.
| Score | Side | Company | Value | Shares | Holdings change | Price context | Filed |
|---|---|---|---|---|---|---|---|
| 68Notable | sell 5 | VERX Vertex, Inc. | $30M | 575,000 | -100% | - | |
| 72Notable | sell 6 | VERX Vertex, Inc. | $122M | 2,485,000 | -100% | - |
Transactions
Every row this insider has filed, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Dec 20, 2024 | VERX Vertex, Inc. | CConversion Class A Common Stock | +450,000 | $0.00 | $0 | 457,895 | Dec 26, 2024 |
| Dec 20, 2024 | VERX Vertex, Inc. | CConversion Class B Common Stockderivativeindirect: By The 2009 Jeffrey R. Westphal Generation Skipping Trust | -450,000 | $0.00 | $0 | 2,189,927 | Dec 26, 2024 |
| Dec 12, 2024 | VERX Vertex, Inc. | CConversion Class A Common Stockindirect: By The 2009 Jeffrey R. Westphal Generation Skipping Trust | +575,000 | $0.00 | $0 | 575,000 | Dec 16, 2024 |
| Dec 12, 2024 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stockindirect: By The 2009 Jeffrey R. Westphal Generation Skipping Trust | -575,000 | $53.01 | $30M | 0 | Dec 16, 2024 |
| Dec 12, 2024 | VERX Vertex, Inc. | CConversion Class B Common Stockderivativeindirect: By The 2009 Jeffrey R. Westphal Generation Skipping Trust | -575,000 | $0.00 | $0 | 2,639,927 | Dec 16, 2024 |
| Nov 11, 2024 | VERX Vertex, Inc. | CConversion Class A Common Stockindirect: By The 2009 Jeffrey R. Westphal Generation Skipping Trust | +2,485,000 | $0.00 | $0 | 2,485,000 | Nov 13, 2024 |
| Nov 11, 2024 | VERX Vertex, Inc. | SOpen-market sale Class A Common Stockindirect: By The 2009 Jeffrey R. Westphal Generation Skipping Trust | -2,485,000 | $48.90 | $122M | 0 | Nov 13, 2024 |
| Nov 11, 2024 | VERX Vertex, Inc. | CConversion Class B Common Stockderivativeindirect: By The 2009 Jeffrey R. Westphal Generation Skipping Trust | -2,485,000 | $0.00 | $0 | 3,214,927 | Nov 13, 2024 |
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.