Jeffery Westphal - Net Worth and Insider Trading

Jeffery Westphal Net Worth

The estimated net worth of Jeffery Westphal is at least $422,461 dollars as of 2024-12-25. Jeffery Westphal is the See Remarks of Vertex Inc and owns about 7,895 shares of Vertex Inc (VERX) stock worth over $422,461. Details can be seen in Jeffery Westphal's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Jeffery Westphal has not made any transactions after 2024-12-12 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Jeffery Westphal

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Jeffery Westphal Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Jeffery Westphal owns 1 companies in total, including Vertex Inc (VERX) .

Click here to see the complete history of Jeffery Westphal’s form 4 insider trades.

Insider Ownership Summary of Jeffery Westphal

Ticker Comapny Transaction Date Type of Owner
VERX Vertex Inc 2024-12-12 director & 10 percent owner

Jeffery Westphal Latest Holdings Summary

Jeffery Westphal currently owns a total of 1 stock. Jeffery Westphal owns 7,895 shares of Vertex Inc (VERX) as of December 12, 2024, with a value of $422,461.

Latest Holdings of Jeffery Westphal

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
VERX Vertex Inc 2024-12-12 7,895 53.51 422,461

Holding Weightings of Jeffery Westphal


Jeffery Westphal Form 4 Trading Tracker

According to the SEC Form 4 filings, Jeffery Westphal has made a total of 23 transactions in Vertex Inc (VERX) over the past 5 years, including 0 buys and 23 sells. The most-recent trade in Vertex Inc is the sale of 575,000 shares on December 12, 2024, which brought Jeffery Westphal around $30 Million.

Insider Trading History of Jeffery Westphal

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Jeffery Westphal Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Jeffery Westphal Ownership Network

Ownership Network List of Jeffery Westphal

No Data

Ownership Network Relation of Jeffery Westphal

Insider Network Chart

Jeffery Westphal Owned Company Details

What does Vertex Inc do?

Who are the key executives at Vertex Inc?

Jeffery Westphal is the director & 10 percent owner of Vertex Inc. Other key executives at Vertex Inc include Chief Financial Officer John R Schwab , director & President & CEO David Destefano , and 10 percent owner & other: 13(d) Group Member Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 .

Vertex Inc (VERX) Insider Trades Summary

Over the past 18 months, Jeffery Westphal made 13 insider transaction in Vertex Inc (VERX) with a net sale of 15,309,554. Other recent insider transactions involving Vertex Inc (VERX) include a net sale of 1,292,474 shares made by Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 , a net sale of 1,406,294 shares made by Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 , and a net sale of 1,305,900 shares made by Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 .

In summary, during the past 3 months, insiders sold 5,849,093 shares of Vertex Inc (VERX) in total and bought 0 shares, with a net sale of 5,849,093 shares. During the past 18 months, 21,100,836 shares of Vertex Inc (VERX) were sold and 0 shares were bought by its insiders, resulting in a net sale of 21,100,836 shares.

Vertex Inc (VERX)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Vertex Inc Insider Transactions

No Available Data

Jeffery Westphal Mailing Address

Above is the net worth, insider trading, and ownership report for Jeffery Westphal. You might contact Jeffery Westphal via mailing address: C/o Vertex, Inc., 2301 Renaissance Blvd., King Of Prussia Pa 19406.

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