Insider Trading & Ownership - Vertex Inc. (VERX)

Real time insider trading transaction history:

  • Insiders are prohibited from making short-swing profits by trading their shares within 6 months of the registration or acquiring the shares.
  • Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Time period
Insider Trading Transactions for Vertex Inc.
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Common stock purchase or sale:
Transaction
Date
Reported
DateTime
Company Symbol Insider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2024-12-17
Sale
2024-12-18
4:13 pm
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
20,000 $53.05 $1,060,932 414,577
(Direct)
View
2024-12-12
Sale
2024-12-16
8:15 pm
Vertex Inc. VERX Westphal Jeffrey
See Remarks
575,000 $53.01 $30,480,750 4,971,822
(Indirect
Direct)
View
2024-12-10
Sale
2024-12-12
6:14 pm
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
381,100 $55.04 $20,974,972 1,914,330
(Indirect
Direct)
View
2024-12-09
Sale
2024-12-11
6:00 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
10% Owner
75,000 $55.01 $4,125,502 1,283,100
(Direct)
View
2024-12-06
Sale
2024-12-10
4:19 pm
Vertex Inc. VERX Stamm John Richard
Director
3,815 $56.11 $214,060 11,720
(Direct)
View
2024-12-06
Sale
2024-12-10
4:18 pm
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
17,900 $56.09 $1,004,089 497,377
(Indirect
Direct)
View
2024-11-26
Sale
2024-11-27
4:17 pm
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
3,020 $55.08 $166,342 1,007
(Direct)
View
2024-11-26
Sale
2024-11-27
4:16 pm
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
25,607 $55.05 $1,409,765 515,178
(Indirect
Direct)
View
2024-11-22
Sale
2024-11-27
08:57 am
Vertex Inc. VERX Stamm John Richard
Director
2,500 $53.81 $134,525 34,158
(Direct)
View
2024-11-20
Sale
2024-11-21
6:56 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
10% Owner
72,000 $52.58 $3,785,737 1,358,100
(Direct)
View
2024-11-14
Sale
2024-11-18
5:58 pm
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
198,151 $49.6 $9,828,118 293,246
(Direct)
View
2024-11-11
Sale
2024-11-13
9:43 pm
Vertex Inc. VERX Westphal Jeffrey
10% Owner
2,485,000 $48.9 $121,516,500 5,546,822
(Indirect
Direct)
View
2024-11-07
Sale
2024-11-12
6:00 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
150,000 $52 $7,799,980 782,706
(Direct)
View
2024-11-07
Sale
2024-11-12
6:00 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
150,000 $51.76 $7,764,424 615,074
(Direct)
View
2024-10-10
Sale
2024-10-15
6:00 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
135,146 $40.42 $5,462,274 932,706
(Direct)
View
2024-10-10
Sale
2024-10-15
6:00 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
75,175 $40.16 $3,018,886 765,074
(Direct)
View
2024-10-07
Sale
2024-10-09
7:44 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
129,854 $41.2 $5,349,348 1,067,852
(Direct)
View
2024-10-07
Sale
2024-10-09
7:42 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
124,825 $41.2 $5,142,877 840,249
(Direct)
View
2024-10-03
Sale
2024-10-07
6:33 pm
Vertex Inc. VERX Westphal Jeffrey
10% Owner
1,225,000 $39.42 $48,289,500 8,910,822
(Indirect
Direct)
View
2024-09-12
Sale
2024-09-16
4:22 pm
Vertex Inc. VERX Stamm John Richard
Director
10,000 $35.43 $354,277 37,758
(Direct)
View
2024-08-26
Sale
2024-08-27
7:00 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
10% Owner
158,900 $37.27 $5,922,521 1,430,100
(Direct)
View
2024-08-22
Sale
2024-08-26
5:00 pm
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
25,000 $35.81 $895,150 434,577
(Direct)
View
2024-08-22
Sale
2024-08-26
5:00 pm
Vertex Inc. VERX Stamm John Richard
Director
16,000 $35.95 $575,179 47,758
(Direct)
View
2024-08-20
Sale
2024-08-22
4:27 pm
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
38,176 $35.71 $1,363,229 0
(Direct)
View
2024-08-13
Sale
2024-08-15
4:40 pm
Vertex Inc. VERX ANDERSEN ERIC C.
Director
140,000 $36.22 $5,070,536 105,014
(Direct)
View
2024-07-23
Sale
2024-07-24
6:24 pm
Vertex Inc. VERX Westphal Jeffrey
10% Owner
1,500,000 $37.81 $56,715,000 1,062,536
(Indirect
Direct)
View
2024-06-05
Sale
2024-06-07
6:30 pm
Vertex Inc. VERX Westphal Jeffrey
10% Owner
1,500,000 $32.93 $49,395,000 2,562,536
(Indirect
Direct)
View
2024-04-05
Sale
2024-04-09
7:33 pm
Vertex Inc. VERX Westphal Jeffrey
10% Owner
791,133 $30.05 $23,773,547 1,562,536
(Indirect
Direct)
View
2024-03-26
Sale
2024-03-28
6:01 pm
Vertex Inc. VERX 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
13(D) GROUP MEMBER
10% Owner
81,361 $30.23 $2,459,469 0
(Direct)
View
2024-03-26
Sale
2024-03-28
6:00 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
27,128 $30.27 $821,192 965,074
(Direct)
View
2024-03-21
Sale
2024-03-25
6:55 pm
Vertex Inc. VERX 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
13(D) GROUP MEMBER
10% Owner
47,622 $30.09 $1,433,032 81,361
(Direct)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
Company Symnbol Insider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing
2024-12-20
Conversion
2024-12-26
10:48 am
N/A
N/A
Vertex Inc. VERX Westphal Jeffrey
See Remarks
450,000 $0 4,971,822
(Indirect)
View
2024-12-17
Exercise
2024-12-18
4:13 pm
2022-02-05
2030-02-05
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
20,000 $0 414,577
(Direct)
View
2024-12-17
Exercise
2024-12-18
4:13 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
20,000 $4.7 414,577
(Direct)
View
2024-12-12
Conversion
2024-12-16
8:15 pm
N/A
N/A
Vertex Inc. VERX Westphal Jeffrey
See Remarks
575,000 $0 4,971,822
(Indirect)
View
2024-12-12
Exercise
2024-12-12
6:14 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
343,893 $0.153 1,914,330
(Direct)
View
2024-12-10
Exercise
2024-12-12
6:14 pm
N/A
2026-10-31
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
724,993 $0 1,914,330
(Direct)
View
2024-12-10
Exercise
2024-12-12
6:14 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
381,100 $2.5 1,914,330
(Direct)
View
2024-11-26
Exercise
2024-11-27
4:17 pm
N/A
2031-03-01
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
3,020 $0 1,007
(Direct)
View
2024-11-26
Exercise
2024-11-27
4:17 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
3,020 $32.16 1,007
(Direct)
View
2024-11-22
Exercise
2024-11-27
08:57 am
N/A
2029-12-20
Vertex Inc. VERX Stamm John Richard
Director
2,500 $0 34,158
(Direct)
View
2024-11-22
Exercise
2024-11-27
08:57 am
N/A
N/A
Vertex Inc. VERX Stamm John Richard
Director
2,500 $3.734 34,158
(Direct)
View
2024-11-22
Gift
2024-11-27
08:57 am
N/A
N/A
Vertex Inc. VERX Stamm John Richard
Director
1,100 $0 34,158
(Direct)
View
2024-11-11
Conversion
2024-11-13
9:43 pm
N/A
N/A
Vertex Inc. VERX Westphal Jeffrey
10% Owner
2,485,000 $0 5,546,822
(Indirect)
View
2024-10-30
Gift
2024-11-01
4:41 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
210,084 $0 491,397
(Direct)
View
2024-10-03
Conversion
2024-10-07
6:33 pm
N/A
N/A
Vertex Inc. VERX Westphal Jeffrey
10% Owner
170,359 $0 8,910,822
(Indirect)
View
2024-09-12
Exercise
2024-09-16
4:22 pm
N/A
2029-12-20
Vertex Inc. VERX Stamm John Richard
Director
5,000 $0 37,758
(Direct)
View
2024-09-12
Exercise
2024-09-16
4:22 pm
N/A
N/A
Vertex Inc. VERX Stamm John Richard
Director
5,000 $3.734 37,758
(Direct)
View
2024-08-22
Exercise
2024-08-26
5:00 pm
2022-02-05
2030-02-05
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
25,000 $0 434,577
(Direct)
View
2024-08-22
Exercise
2024-08-26
5:00 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
25,000 $4.7 434,577
(Direct)
View
2024-08-22
Exercise
2024-08-26
5:00 pm
N/A
2029-12-20
Vertex Inc. VERX Stamm John Richard
Director
16,000 $0 47,758
(Direct)
View
2024-08-22
Exercise
2024-08-26
5:00 pm
N/A
N/A
Vertex Inc. VERX Stamm John Richard
Director
16,000 $3.734 47,758
(Direct)
View
2024-08-20
Exercise
2024-08-22
4:27 pm
N/A
2029-02-07
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
30,000 $0 0
(Direct)
View
2024-08-20
Exercise
2024-08-22
4:27 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
30,000 $3.734 0
(Direct)
View
2024-08-13
Exercise
2024-08-15
4:40 pm
N/A
2026-03-01
Vertex Inc. VERX ANDERSEN ERIC C.
Director
140,000 $0 105,014
(Direct)
View
2024-08-13
Exercise
2024-08-15
4:40 pm
N/A
N/A
Vertex Inc. VERX ANDERSEN ERIC C.
Director
140,000 $2.5 105,014
(Direct)
View
2024-06-12
Option Award
2024-06-14
4:18 pm
N/A
N/A
Vertex Inc. VERX Saunders Philip Seth
Director
5,705 $0 29,641
(Direct)
View
2024-06-12
Option Award
2024-06-14
4:17 pm
N/A
N/A
Vertex Inc. VERX Thompson Stefanie Westphal
Director
10% Owner
5,705 $0 46,030
(Direct)
View
2024-06-12
Option Award
2024-06-14
4:17 pm
N/A
N/A
Vertex Inc. VERX Radcliffe Amanda Westphal
Director
10% Owner
5,705 $0 138,065
(Direct)
View
2024-06-12
Option Award
2024-06-14
4:16 pm
N/A
N/A
Vertex Inc. VERX Gayton Bradley M
Director
5,705 $0 38,135
(Direct)
View
2024-06-12
Option Award
2024-06-14
4:16 pm
N/A
N/A
Vertex Inc. VERX Stamm John Richard
Director
5,705 $0 21,635
(Direct)
View
2024-06-12
Option Award
2024-06-14
4:15 pm
N/A
N/A
Vertex Inc. VERX ANDERSEN ERIC C.
Director
5,705 $0 83,014
(Direct)
View
2024-04-30
Conversion
2024-05-02
6:00 pm
N/A
N/A
Vertex Inc. VERX Westphal Jeffrey
10% Owner
2,500,000 $0 13,135,822
(Indirect)
View
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