VERX - Vertex, Inc.

Insider Purchase by Westphal Jeffrey (See Remarks)

1 Month
After Trade
Before Trade

Loading data...

Trade Summary

1 week ago, Westphal Jeffrey, serving as See Remarks at Vertex, Inc. (VERX), purchased 397,740 shares at $12.88 per share, for a total transaction value of $5,121,294.00. Following this transaction, Westphal Jeffrey now holds 405,635 shares of VERX.

The trade was executed on Friday, February 13, 2026 and publicly disclosed via SEC Form 4 filing on Wednesday, February 18, 2026, 5 days after the trade was made.

Vertex, Inc. operates in the TECHNOLOGY sector, specifically within the SOFTWARE - APPLICATION industry. Insider buying activity in this sector can provide valuable signals about industry trends and company-specific developments.

Westphal Jeffrey

See Remarks

Jeff Westphal is a seasoned entrepreneur and former CEO of Vertex, Inc. (VERX), a leading tax software company founded by his father in 1978.[[1]](https://familybusinessmagazine.com/uncategorized/vertex-inc-ceo-to-step-down/)[[2]](https://jeffwestphal.org/about/) 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.[[1]](https://familybusinessmagazine.com/uncategorized/vertex-inc-ceo-to-step-down/)[[2]](https://jeffwestphal.org/about/) 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.[[1]](https://familybusinessmagazine.com/uncategorized/vertex-inc-ceo-to-step-down/)[[2]](https://jeffwestphal.org/about/) 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.[[2]](https://jeffwestphal.org/about/)[[6]](https://support.meaningsphere.com/hc/en-us/articles/8447713318164-Meet-our-Founder) He collaborated on educational initiatives like the Drexel University Reisman Center and co-authored a 2024 book on creativity and motivation.[[2]](https://jeffwestphal.org/about/) 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.[[3]](https://www.stocktitan.net/sec-filings/VERX/form-4-vertex-inc-insider-trading-activity-35800f5c3070.html)

View full insider profile →

Trade Price

$12.88

Quantity

397,740

Total Value

$5,121,294.00

Shares Owned

405,635

Trade Date

Friday, February 13, 2026

8 days ago

SEC Filing Date

Wednesday, February 18, 2026

Filed 5 days after trade

TECHNOLOGYSOFTWARE - APPLICATION

About Vertex, Inc.

Company Overview

No company information available
View news mentioning VERX

💬 Want Deeper Insight?

Use our AI assistant to ask questions about this trade, the insider, or the company.

Chat with AI

Share this trade

https://insidersignal.ai/trade/4097253

🚀 Track Insider Trades in Real-Time

Create a free account to access our full database of insider trades, AI-powered analysis, price alerts, and discover what corporate executives are buying and selling.

✓ Free forever plan available  •  ✓ No credit card required  •  ✓ Cancel anytime