Jeffery Westphal - Net Worth and Insider Trading
Jeffery Westphal Net Worth
The estimated net worth of Jeffery Westphal is at least $51 Million dollars as of 2024-05-16. Jeffery Westphal is the 10% Owner of Vertex Inc and owns about 1,562,536 shares of Vertex Inc (VERX) stock worth over $51 Million. 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 assumption that Jeffery Westphal has not made any transactions after 2024-04-05 and currently still holds the listed stock(s).
Transaction Summary of Jeffery Westphal
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 | 2024-04-05 | director & 10 percent owner |
Jeffery Westphal Latest Holdings Summary
Jeffery Westphal currently owns a total of 1 stock. Jeffery Westphal owns 1,562,536 shares of Vertex Inc (VERX) as of April 5, 2024, with a value of $51 Million.
Latest Holdings of Jeffery Westphal
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| VERX | Vertex Inc | 2024-04-05 | 1,562,536 | 32.46 | 50,719,919 |
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 18 transactions in Vertex Inc (VERX) over the past 5 years, including 0 buys and 18 sells. The most-recent trade in Vertex Inc is the sale of 791,133 shares on April 5, 2024, which brought Jeffery Westphal around $24 Million.
Insider Trading History of Jeffery Westphal
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Jeffery Westphal Trading Performance
Jeffery Westphal Ownership Network
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 10 percent owner & other: 13(d) Group Member 2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan , 10 percent owner & other: 13(d) Group Member Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 , and 10 percent owner & other: 13(d) Group Member Item Second Irr. Trust Fbo Jacob J. 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 12 insider transaction in Vertex Inc (VERX) with a net sale of 11,265,175. Other recent insider transactions involving Vertex Inc (VERX) include a net sale of 1,342,474 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 1,391,294 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 74,915 shares made by Lisa Butler .
In summary, during the past 3 months, insiders sold 4,361,555 shares of Vertex Inc (VERX) in total and bought 0 shares, with a net sale of 4,361,555 shares. During the past 18 months, 16,386,483 shares of Vertex Inc (VERX) were sold and 0 shares were bought by its insiders, resulting in a net sale of 16,386,483 shares.
Vertex Inc (VERX)'s detailed insider trading history can be found in Insider Trading Tracker table.
Vertex Inc Insider Transactions
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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