Jeffrey Westphal bought VERX once, on Feb 13, 2026
Insider at Vertex, Inc.
SEC CIK 0001818851 · Filings on SEC.gov ↗
Jeffrey Westphal's record
3 months after each buy, from the first price a copier could get.
1 buy has 3 months of prices so far. A record shows here at 3.
Every filing
7 filings since Mar 2024, newest first
Vertex, Inc.
Insider
Vertex, Inc.
10% owner
Vertex, Inc.
10% owner
Vertex, Inc.
10% owner
Vertex, Inc.
10% owner
Vertex, Inc.
10% owner
Vertex, Inc.
10% owner
About Jeffrey Westphal
Jeff Westphal is a seasoned entrepreneur and former CEO of Vertex, Inc. (VERX), a leading tax software company founded by his father in 1978.( Born as the grandson of Italian and German immigrants in suburban Philadelphia, he joined Vertex as its 29th employee in 1988 after brief stints in law school and advertising, rising through various roles to become CEO around 1995 and later Chairman.( Under his 20-year leadership, Westphal grew the company into a global leader serving Fortune 500 clients like Apple and Starbucks, fostered a values-based culture earning 'Best Places to Work' awards, and guided it through its Nasdaq IPO in July 2020 before retiring from the Board in 2021.(
Post-Vertex, Westphal founded MeaningSphere™, focused on helping individuals connect with personal meaning in work, and Mosaic™, promoting experiential learning, drawing from his family experiences including supporting his son with autism.( He collaborated on educational initiatives like the Drexel University Reisman Center and co-authored a 2024 book on creativity and motivation.( As a corporate insider, a trust associated with him, The 2009 Jeffrey R. Westphal Generation Skipping Trust, recently purchased 397,740 Class A shares of VERX on February 13 and 17, 2026.(
Written by Perplexity from public sources.
Filings come from SEC EDGAR. Not investment advice.