Home

Jeffrey Westphal

CIK 1818851 · last filed 2026-02-18

Jeffrey Westphal is a corporate insider who has filed 54 SEC Form 4 insider transactions across 1 company since 2021. The most recent filing shows the insider bought $5.1M of VERX on Feb 18, 2026. Across all open-market trades the lifetime net is −$731.7M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $2.9M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

Loading insider history…
Disclosed Exposure

$2.91M

Companies

1

Total Filings

54

Lifetime Open-Market Net

-$731.69M

Filer Profile

Reported Address
C/O VERTEX, INC.
2301 RENAISSANCE BLVD.
KING OF PRUSSIA, PA 19406
Formerly Known As
Westphal Jeffery (2020–2023)
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
VERX 255,635 $11.37 $2.91M -$731.69M 38 2026-02-18

Recent Filings

54 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2026-02-18 VERX Buy (P) +397,740 $5.12M EDGAR
2025-06-11 VERX Mixed — -$115.35M EDGAR
2025-06-09 VERX Notice (144) −3,000,000 -$123.21M EDGAR
2025-01-03 VERX Gift (G) −450,000 $0 EDGAR
2025-01-03 VERX Conv (C) +450,000 $0 EDGAR
2024-12-26 VERX Conv (C) +450,000 $0 EDGAR
2024-12-16 VERX Mixed — -$30.48M EDGAR
2024-12-12 VERX Notice (144) −575,000 -$31.57M EDGAR
2024-11-13 VERX Mixed — -$121.52M EDGAR
2024-11-12 VERX Notice (144) −2,485,000 -$129.20M EDGAR
Showing 1–10 of 54
Page 1 of 6
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.