Westphal Jeffrey — SEC Form 4 filings
SEC reporting owner CIK 1818851. 13 Form 4 filings on record with FilingPulse; latest filed 2026-02-18.
Transaction summary — filings shown
Covers all 13 filings on record, filed 2024-03-05 to 2026-02-18. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 2 legs across 1 filing — 397,740 shares, $5,121,294 total (shares × price as filed).
- Open-market sales (code S, non-derivative): 11 legs across 8 filings — 13,492,440 shares, $522,028,528 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 19.
- Largest priced transaction: sale of 2,485,000 shares @ $48.90 ($121,516,500) in Vertex, Inc., filed 2024-11-13.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Vertex, Inc. (VERX) | — | 13 | 2 legs · 397,740 sh · $5,121,294 | 11 legs · 13,492,440 sh · $522,028,528 | 19 |
Form 4 filings — Westphal Jeffrey
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-02-18 | 4 | Vertex, Inc. (VERX) | Purchase (P): 247,740 @ $13.08 · Purchase (P): 150,000 @ $12.53 | EDGAR |
| 2025-06-11 | 4 | Vertex, Inc. (VERX) | Conversion (C): 1,514,000 @ $0 · Sale (S): 1,514,000 @ $38.45 · Conversion (C): 1,153,756 @ $0 · Sale (S): 1,153,756 @ $38.45 · Conversion (C): 332,244 @ $0 · Sale (S): 332,244 @ $38.45 · +3 more | EDGAR |
| 2025-01-03 | 4/A | Vertex, Inc. (VERX) | Conversion (C): 450,000 @ $0 · Conversion (C): 450,000 (derivative) @ $0 | EDGAR |
| 2025-01-03 | 4 | Vertex, Inc. (VERX) | Gift (G): 450,000 @ $0 | EDGAR |
| 2024-12-26 | 4 | Vertex, Inc. (VERX) | Conversion (C): 450,000 @ $0 · Conversion (C): 450,000 (derivative) @ $0 | EDGAR |
| 2024-12-16 | 4 | Vertex, Inc. (VERX) | Conversion (C): 575,000 @ $0 · Sale (S): 575,000 @ $53.01 · Conversion (C): 575,000 (derivative) @ $0 | EDGAR |
| 2024-11-13 | 4 | Vertex, Inc. (VERX) | Conversion (C): 2,485,000 @ $0 · Sale (S): 2,485,000 @ $48.90 · Conversion (C): 2,485,000 (derivative) @ $0 | EDGAR |
| 2024-10-07 | 4 | Vertex, Inc. (VERX) | Conversion (C): 170,359 @ $0 · Sale (S): 1,225,000 @ $39.42 · Conversion (C): 170,359 (derivative) @ $0 | EDGAR |
| 2024-07-24 | 4 | Vertex, Inc. (VERX) | Sale (S): 1,500,000 @ $37.81 | EDGAR |
| 2024-06-07 | 4 | Vertex, Inc. (VERX) | Sale (S): 1,500,000 @ $32.93 | EDGAR |
| 2024-05-02 | 4 | Vertex, Inc. (VERX) | Conversion (C): 2,500,000 @ $0 · Conversion (C): 2,500,000 (derivative) @ $0 | EDGAR |
| 2024-04-09 | 4 | Vertex, Inc. (VERX) | Sale (S): 791,133 @ $30.05 | EDGAR |
| 2024-03-05 | 4 | Vertex, Inc. (VERX) | Sale (S): 124,770 @ $33.74 · Sale (S): 2,291,537 @ $31.55 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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