Jeffrey Westphal sold $30M of VERX
other at Vertex, Inc.. 575,000 shares at an average of $53.01, traded Dec 12, 2024, filed Dec 16, 2024.
Score components
- +8RoleOther
- +25Trade size$30.5M at market
- +20Share of holdings soldSold 100% of holdings
- +15Cluster5 insiders selling within 14 days
What happened after comparable sells
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
Price around the trade, and since
From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™
Rows in this filing
Every transaction in Form 4 0001104659-24-129064, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Dec 12, 2024 | 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 | 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 | 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 |
Related signals
Other insiders at Vertex, Inc. and this insider’s other filings.
| Score | Side | Company | Insider | Value | Shares | Filed |
|---|---|---|---|---|---|---|
| 35Weak | buy | VERX Vertex, Inc. | Bradley M Gayton director | $299k | 9,400 | |
| 37Weak | sell | VERX Vertex, Inc. | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 owner | $4.1M | 72,000 | |
| 57Moderate | sell 5 | VERX Vertex, Inc. | John R Schwab CHIEF FINANCIAL OFFICER | $1.1M | 20,000 | |
| 70Notable | sell 6 | VERX Vertex, Inc. | David DeStefano PRESIDENT & CEO | $21M | 381,100 | |
| 52Moderate | sell 6 | VERX Vertex, Inc. | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 owner | $4.1M | 75,000 | |
| 65Notable | sell 6 | VERX Vertex, Inc. | David DeStefano PRESIDENT & CEO | $1.0M | 17,900 | |
| 47Moderate | sell 6 | VERX Vertex, Inc. | John Richard Stamm director | $214k | 3,815 | |
| 70Notable | sell 4 | VERX Vertex, Inc. | David DeStefano PRESIDENT & CEO | $1.4M | 25,607 | |
| 46Moderate | sell 4 | VERX Vertex, Inc. | Bryan T.R. Rowland GENERAL COUNSEL | $166k | 3,020 | |
| 31Weak | sell 5 | VERX Vertex, Inc. | John Richard Stamm director | $135k | 2,500 |
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.