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JW

Jeffery Westphal

VERX
DIRECTOR · VERTEX, INC. · CIK 0001818851
FILING MIX · LIFETIME23%/77%
BUYS
17
SELLS
56
TOTAL VALUE
$741.70M
COMPANIES
1
ACTIVE SINCE
Dec 2020
HOLDINGS NOW
397,740
AVG SELL PX
$26.14
TRADE KIND
SHOWING 73 / 73
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
41 backtested trades · 8 horizons · 13 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Jeffery Westphal, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d41+65.85%-1.98%+0.25%-2.23%-3.58%-1.93
14d41+56.10%+1.23%+0.84%+0.38%-1.54%0.23
30d41+39.02%+6.97%+2.71%+4.25%+1.20%2.07
60d41+31.71%+5.38%+2.29%+3.10%+6.75%0.97
90d41+26.83%+12.38%+3.39%+8.99%+10.17%2.23
180d41(2 pending)+17.95%+15.06%+7.84%+7.22%+13.09%1.70
1y41(2 pending)+23.08%+41.08%+20.89%+20.18%+33.33%2.49
2y41(9 pending)+18.75%+100.86%+44.96%+55.91%+39.22%3.29
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
VERX · 397,740 shares · as of Feb 17, 2026
04,490,3558,980,71013,471,06517,961,420202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
FLOW · 17 buys / 56 sellsCOVERAGE · 22 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
VERX
VERTEX, INC.
PURCHASE
150,000$12.53$1.88M397,740Feb 17, 2026Feb 18, 2026 ↗View →
VERX
VERTEX, INC.
PURCHASE
247,740$13.08$3.24M247,740Feb 13, 2026Feb 18, 2026 ↗View →
VERX
VERTEX, INC.
SALE
1,153,756$38.45$44.36M0Jun 9, 2025Jun 11, 2025 ↗View →
VERX
VERTEX, INC.
SALE
332,244——0Jun 9, 2025Jun 11, 2025 ↗View →
VERX
VERTEX, INC.
SALE
1,514,000——1,125,927Jun 9, 2025Jun 11, 2025 ↗View →
VERX
VERTEX, INC.
PURCHASE
1,514,000——1,514,000Jun 9, 2025Jun 11, 2025 ↗View →
VERX
VERTEX, INC.
SALE
332,244$38.45$12.77M0Jun 9, 2025Jun 11, 2025 ↗View →
VERX
VERTEX, INC.
PURCHASE
332,244——332,244Jun 9, 2025Jun 11, 2025 ↗View →
VERX
VERTEX, INC.
PURCHASE
1,153,756——1,153,756Jun 9, 2025Jun 11, 2025 ↗View →
VERX
VERTEX, INC.
SALE
1,514,000$38.45$58.21M0Jun 9, 2025Jun 11, 2025 ↗View →
VERX
VERTEX, INC.
SALE
1,153,756——0Jun 9, 2025Jun 11, 2025 ↗View →
VERX
VERTEX, INC.
SALEGRANT
Gift
450,000——7,895Dec 31, 2024Jan 3, 2025 ↗View →
VERX
VERTEX, INC.
SALE
450,000——388,000Dec 20, 2024Jan 3, 2025 ↗View →
VERX
VERTEX, INC.
PURCHASE
450,000——457,895Dec 20, 2024Jan 3, 2025 ↗View →
VERX
VERTEX, INC.
SALE
450,000——2,189,927Dec 20, 2024Dec 26, 2024 ↗View →
VERX
VERTEX, INC.
PURCHASE
450,000——457,895Dec 20, 2024Dec 26, 2024 ↗View →
VERX
VERTEX, INC.
SALE
575,000——2,639,927Dec 12, 2024Dec 16, 2024 ↗View →
VERX
VERTEX, INC.
PURCHASE
575,000——575,000Dec 12, 2024Dec 16, 2024 ↗View →
VERX
VERTEX, INC.
SALE
575,000$53.01$30.48M0Dec 12, 2024Dec 16, 2024 ↗View →
VERX
VERTEX, INC.
SALE
2,485,000——3,214,927Nov 11, 2024Nov 13, 2024 ↗View →
VERX
VERTEX, INC.
PURCHASE
2,485,000——2,485,000Nov 11, 2024Nov 13, 2024 ↗View →
VERX
VERTEX, INC.
SALE
2,485,000$48.90$121.52M0Nov 11, 2024Nov 13, 2024 ↗View →
VERX
VERTEX, INC.
SALE
1,225,000$39.42$48.29M0Oct 3, 2024Oct 7, 2024 ↗View →
VERX
VERTEX, INC.
PURCHASE
170,359——1,225,000Oct 3, 2024Oct 7, 2024 ↗View →
VERX
VERTEX, INC.
SALE
170,359——6,578,927.237Oct 3, 2024Oct 7, 2024 ↗View →
VERX
VERTEX, INC.
SALE
1,500,000$37.81$56.72M1,054,641Jul 23, 2024Jul 24, 2024 ↗View →
VERX
VERTEX, INC.
SALE
1,500,000$32.93$49.40M2,554,641Jun 5, 2024Jun 7, 2024 ↗View →
VERX
VERTEX, INC.
SALE
2,500,000——6,749,286.237Apr 30, 2024May 2, 2024 ↗View →
VERX
VERTEX, INC.
PURCHASE
2,500,000——4,054,641Apr 30, 2024May 2, 2024 ↗View →
VERX
VERTEX, INC.
SALE
791,133$30.05$23.77M1,554,641Apr 5, 2024Apr 9, 2024 ↗View →
VERX
VERTEX, INC.
SALE
2,291,537$31.55$72.30M2,345,774Mar 4, 2024Mar 5, 2024 ↗View →
VERX
VERTEX, INC.
SALE
124,770$33.74$4.21M4,637,311Mar 1, 2024Mar 5, 2024 ↗View →
VERX
VERTEX, INC.
PURCHASE
789,000——838,000Dec 6, 2023Dec 11, 2023 ↗View →
VERX
VERTEX, INC.
SALE
822,298$26.06$21.43M4,762,081Nov 14, 2023Nov 16, 2023 ↗View →
VERX
VERTEX, INC.
SALE
1,076,727$26.06$28.06M0Nov 14, 2023Nov 16, 2023 ↗View →
VERX
VERTEX, INC.
SALE
1,103,475$22.32$24.63M1,076,727Oct 2, 2023Oct 4, 2023 ↗View →
VERX
VERTEX, INC.
PURCHASE
879,000——2,180,202Aug 2, 2023Aug 3, 2023 ↗View →
VERX
VERTEX, INC.
SALE
879,000——0Aug 2, 2023Aug 3, 2023 ↗View →
VERX
VERTEX, INC.
SALE
80,618$18.90$1.52M5,584,379Jul 12, 2023Sep 19, 2023 ↗View →
VERX
VERTEX, INC.
SALE
8,798$19.92$175.2K1,301,202Jun 30, 2023Jul 5, 2023 ↗View →
VERX
VERTEX, INC.
SALE
600,000$19.07$11.44M5,909,379Jun 30, 2023Jul 5, 2023 ↗View →
VERX
VERTEX, INC.
SALE
800,000$18.26$14.61M6,509,379Jun 28, 2023Jun 30, 2023 ↗View →
VERX
VERTEX, INC.
SALE
160,000$18.74$3.00M8,524,543Mar 16, 2023Mar 16, 2023 ↗View →
VERX
VERTEX, INC.
SALE
1,215,164$17.62$21.41M7,309,379Mar 16, 2023Mar 16, 2023 ↗View →
VERX
VERTEX, INC.
SALE
110,325$18.51$2.04M8,684,543Mar 15, 2023Mar 16, 2023 ↗View →
VERX
VERTEX, INC.
SALE
23,884$18.67$445.9K8,794,868Mar 14, 2023Mar 16, 2023 ↗View →
VERX
VERTEX, INC.
SALE
35,084$18.85$661.3K8,818,752Mar 9, 2023Mar 10, 2023 ↗View →
VERX
VERTEX, INC.
SALE
62,857$18.63$1.17M8,853,836Mar 8, 2023Mar 10, 2023 ↗View →
VERX
VERTEX, INC.
SALE
50,000$15.66$783.2K8,916,693Mar 2, 2023Mar 2, 2023 ↗View →
VERX
VERTEX, INC.
SALE
38,916$15.73$612.0K8,966,693Mar 1, 2023Mar 2, 2023 ↗View →
VERX
VERTEX, INC.
SALE
44,391$15.82$702.1K9,005,609Feb 28, 2023Mar 2, 2023 ↗View →
VERX
VERTEX, INC.
SALE
1,500,000$15.15$22.73M9,050,000Nov 17, 2022Nov 21, 2022 ↗View →
VERX
VERTEX, INC.
SALE
35,950$18.00$647.2K1,310,000Nov 1, 2022Nov 3, 2022 ↗View →
VERX
VERTEX, INC.
SALE
750,000$7.85$5.89M10,550,000Oct 26, 2022Oct 26, 2022 ↗View →
VERX
VERTEX, INC.
SALE
750,000——0Oct 26, 2022Oct 26, 2022 ↗View →
VERX
VERTEX, INC.
SALE
750,000——0Jul 29, 2022Aug 2, 2022 ↗View →
VERX
VERTEX, INC.
SALE
5,000,000$7.35$36.75M11,300,000Jul 29, 2022Aug 2, 2022 ↗View →
VERX
VERTEX, INC.
SALE
1,987$11.12$22.1K1,345,950Jul 12, 2022Jul 13, 2022 ↗View →
VERX
VERTEX, INC.
SALE
69,562$11.36$790.3K1,347,937Jul 11, 2022Jul 13, 2022 ↗View →
VERX
VERTEX, INC.
SALE
25,343$12.02$304.5K1,417,499Jul 8, 2022Jul 12, 2022 ↗View →
VERX
VERTEX, INC.
SALE
6,723$12.03$80.9K1,442,842Jul 7, 2022Jul 8, 2022 ↗View →
VERX
VERTEX, INC.
SALE
61,855$11.06$683.9K1,449,565Jul 1, 2022Jul 5, 2022 ↗View →
VERX
VERTEX, INC.
SALE
150,000$11.32$1.70M1,511,420Jun 30, 2022Jul 5, 2022 ↗View →
VERX
VERTEX, INC.
PURCHASE
5,500,000——17,961,420Jun 21, 2022Jun 22, 2022 ↗View →
VERX
VERTEX, INC.
SALE
5,500,000——9,249,286.237Jun 21, 2022Jun 22, 2022 ↗View →
VERX
VERTEX, INC.
SALE
48,580$12.01$583.6K12,461,420May 23, 2022May 25, 2022 ↗View →
VERX
VERTEX, INC.
SALE
800,000$14.60$11.68M12,510,000Jan 11, 2022Jan 13, 2022 ↗View →
VERX
VERTEX, INC.
SALE
1,210,000——14,749,286.237Nov 30, 2021Dec 1, 2021 ↗View →
VERX
VERTEX, INC.
PURCHASE
1,210,000——13,310,000Nov 30, 2021Dec 1, 2021 ↗View →
VERX
VERTEX, INC.
SALE
12,100,000——15,959,286.237May 7, 2021May 11, 2021 ↗View →
VERX
VERTEX, INC.
PURCHASE
12,100,000——12,100,000May 7, 2021May 11, 2021 ↗View →
VERX
VERTEX, INC.
PURCHASE
300,000——307,895Dec 30, 2020Jan 4, 2021 ↗View →
VERX
VERTEX, INC.
SALE
300,000——49,000Dec 30, 2020Jan 4, 2021 ↗View →
Other insiders · VERX
Loading peer insiders…
About this filer
CIK 0001818851
ROLE
Director
PRIMARY
VERX
COMPANIES
1
ACTIVE SINCE
Dec 2020
MARKETPEEL · /INSIDER/0001818851DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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