Jeffery Westphal Insider Profile

4 Followers
Jeffery Westphal, Ten Percent Owner at Vertex, holds 1.06M shares in Vertex (Ticker: VERX). Most recently, Jeffery Westphal Sold $1,500,000 shares of Vertex on Jul 24, 2024 for an estimated value of 56.72M.
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Jeffery Westphal

Jeffery Westphal
Vertex (VERX)
Ten Percent Owner

Ranked #95,651 out of 98,042 Corporate Insiders

Profitable Transactions

5%
1 out of 21 Profitable Transactions

Average Return

-59.30%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$40M
100.00%
A breakdown of Jeffery Westphal's holdings

Insider Roles

Vertex
(VERX)
Ten Percent Owner
Roles that Jeffery Westphal holds in companies

Most Profitable Insider Trade

Stock:
Vertex
(VERX)
Rating:Informative Sell
Date:Jan 13, 2022 - Jan 13, 2023
Return:+10.00%
The most profitable trade made by Jeffery Westphal

Jeffery Westphal's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
Vertex
Jul 24, 2024
Ten Percent Owner
Informative Sell
56.72M
$39.93M
Success Rate for
VERX
1 out of 21 profitable transactions on
VERX
5%
Average Return for
VERX
Average return per transaction on
VERX
-59.36%
Date
Transaction
Amount
No. of Shares
Price per Share
Profit
Link to Report
Jan 04, 2021
Uninformative Buy
$0.00
-
$0.00
Aug 03, 2023
Uninformative Buy
$0.00
-
$0.00
May 02, 2024
Uninformative Buy
$0.00
-
$0.00
Jan 13, 2022
Informative Sell
$11.68M
-
$14.60
+10.00%
May 25, 2022
Informative Sell
$583.45K
-
$12.01
-88.30%
List of latest transactions for each holding click on a transaction to see Jeffery Westphal's performance on stock

Jeffery Westphal insider profile FAQ

What is the percentage of profitable transactions made by Jeffery Westphal?
The percentage of profitable transactions made by Jeffery Westphal is 5%.
    What is the average return per transaction made by Jeffery Westphal?
    The average return per transaction made by Jeffery Westphal is -59.30%.
      What stocks does Jeffery Westphal hold?
      Jeffery Westphal holds: VERX stocks.
        What was Jeffery Westphal’s latest transaction?
        Jeffery Westphal latest transaction was an Informative Sell of $56.72M.
          What was Jeffery Westphal's most profitable transaction?
          Jeffery Westphal’s most profitable transaction was an Informative Sell of VERX stock on January 13, 2022. The return on the trade was 10.00%.
            What is Jeffery Westphal's role in Vertex?
            Jeffery Westphal's role in Vertex is Ten Percent Owner.
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