Jeffrey Westphal
See Remarks at Vertex, Inc. (VERX)
Purchase track record
Not enough history. Based on 1 purchase with a full 90 days of price history.
—
Avg. 90-day return+8.9%
vs. S&P 500+1.7%
Beat the market100%
Paper profit on buys+$31K
Total bought / sold$5.1M / $0
Reported trades
| Filed | Stock | Type | Shares | Price | Value | Since |
|---|---|---|---|---|---|---|
| Feb 18SEC | VERXVertex, Inc. | Buy | 247,740new position | $13.08 | $3.2M | -1.0% |
| Feb 18SEC | VERXVertex, Inc. | Buy | 150,000397,740 held (+61%) | $12.53 | $1.9M | +3.4% |
- Buy
See Remarks Jeffrey Westphal bought $3.2M of VERX at $13.08 — first open-market purchase in our records; opens a new position.
- Buy
See Remarks Jeffrey Westphal bought $1.9M of VERX at $12.53 — raises the stake by 61%.