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.
Goto Prev, 0, 1, 2, 3, 4, 5, 6, Next
Common stock purchase or sale:
Transaction
Date
Reported
DateTime
Company Symbol Insider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2024-03-21
Sale
2024-03-25
6:54 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
2,959 $30.03 $88,847 1,197,706
(Direct)
View
2024-03-21
Sale
2024-03-25
6:52 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
47,671 $30.09 $1,434,554 992,202
(Direct)
View
2024-03-18
Sale
2024-03-20
9:02 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
49,095 $30.05 $1,475,294 1,200,665
(Direct)
View
2024-03-18
Sale
2024-03-20
9:01 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
48,768 $30.05 $1,465,491 1,039,873
(Direct)
View
2024-03-18
Sale
2024-03-20
9:00 pm
Vertex Inc. VERX 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
13(D) GROUP MEMBER
10% Owner
48,834 $30.05 $1,467,506 128,983
(Direct)
View
2024-03-14
Sale
2024-03-18
4:27 pm
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
8,290 $29.63 $245,616 250
(Direct)
View
2024-03-12
Sale
2024-03-14
8:07 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
19,587 $30.01 $587,774 1,249,760
(Direct)
View
2024-03-12
Sale
2024-03-14
8:06 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
19,118 $30.01 $573,713 1,088,641
(Direct)
View
2024-03-12
Sale
2024-03-14
8:05 pm
Vertex Inc. VERX 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
13(D) GROUP MEMBER
10% Owner
19,829 $30.01 $595,025 177,817
(Direct)
View
2024-03-08
Sale
2024-03-12
4:17 pm
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
32,196 $29.65 $954,541 38,018
(Direct)
View
2024-03-08
Sale
2024-03-12
4:17 pm
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
15,677 $30.08 $471,569 701,363
(Direct)
View
2024-03-06
Sale
2024-03-08
6:30 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
50,566 $30.08 $1,521,035 1,107,759
(Direct)
View
2024-03-06
Sale
2024-03-08
6:28 pm
Vertex Inc. VERX 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
13(D) GROUP MEMBER
10% Owner
50,133 $30.08 $1,508,059 197,646
(Direct)
View
2024-03-06
Sale
2024-03-08
6:27 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
50,246 $30.08 $1,511,508 1,269,347
(Direct)
View
2024-03-05
Sale
2024-03-07
4:05 pm
Vertex Inc. VERX Stamm John Richard
Director
6,500 $29.48 $191,620 15,930
(Direct)
View
2024-03-05
Sale
2024-03-07
4:05 pm
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
10,000 $30 $300,000 459,577
(Direct)
View
2024-03-01
Sale
2024-03-05
6:41 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
206,749 $30.75 $6,358,541 1,158,325
(Direct)
View
2024-03-01
Sale
2024-03-05
6:40 pm
Vertex Inc. VERX 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
13(D) GROUP MEMBER
10% Owner
33,673 $32.88 $1,107,085 247,779
(Direct)
View
2024-03-01
Sale
2024-03-05
6:38 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
278,113 $30.5 $8,482,150 1,319,593
(Direct)
View
2024-03-01
Sale
2024-03-05
5:37 pm
Vertex Inc. VERX Westphal Jeffrey
10% Owner
2,416,307 $31.66 $76,508,231 2,353,669
(Indirect
Direct)
View
2024-02-15
Sale
2024-02-16
4:05 pm
Vertex Inc. VERX ANDERSEN ERIC C.
Director
10,000 $25.88 $258,823 77,309
(Direct)
View
2023-12-18
Sale
2023-12-20
4:16 pm
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
25,000 $26.55 $663,863 439,789
(Direct)
View
2023-12-15
Sale
2023-12-19
4:19 pm
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
66,802 $26.95 $1,800,632 0
(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

Ownership
2024-03-20
4:17 pm
N/A
N/A
Vertex Inc. VERX Leib Ryan J
Chief Accounting Officer
0 $0 32,218
(Direct)
View
2024-03-08
Exercise
2024-03-12
4:17 pm
N/A
2029-02-07
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
32,196 $0 38,018
(Direct)
View
2024-03-08
Exercise
2024-03-12
4:17 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
32,196 $3.734 38,018
(Direct)
View
2024-03-05
Exercise
2024-03-07
4:05 pm
2022-02-05
2030-02-05
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
10,000 $0 459,577
(Direct)
View
2024-03-05
Exercise
2024-03-07
4:05 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
10,000 $4.7 459,577
(Direct)
View
2024-03-01
Tax Withholding
2024-03-05
4:41 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
14,613 $33.55 745,608
(Direct)
View
2024-03-01
Exercise
2024-03-05
4:41 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
28,568 $0 745,608
(Direct)
View
2024-03-01
Tax Withholding
2024-03-05
4:39 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
932 $33.55 54,825
(Direct)
View
2024-03-01
Exercise
2024-03-05
4:39 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
1,721 $0 54,825
(Direct)
View
2024-03-01
Tax Withholding
2024-03-05
4:38 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
239 $33.55 8,885
(Direct)
View
2024-03-01
Exercise
2024-03-05
4:38 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
866 $0 8,885
(Direct)
View
2024-03-01
Tax Withholding
2024-03-05
4:37 pm
N/A
N/A
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
165 $33.55 9,117
(Direct)
View
2024-03-01
Exercise
2024-03-05
4:37 pm
N/A
N/A
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
576 $0 9,117
(Direct)
View
2024-02-29
Exercise
2024-03-04
4:35 pm
N/A
2026-10-31
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
450,000 $0 1,512,581
(Direct)
View
2024-02-29
Tax Withholding
2024-03-04
4:35 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
247,903 $31 1,512,581
(Direct)
View
2024-02-29
Exercise
2024-03-04
4:35 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
450,000 $2.5 1,512,581
(Direct)
View
2024-02-23
Exercise
2024-02-27
4:27 pm
N/A
N/A
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
6,854 $0 28,693
(Direct)
View
2024-02-23
Tax Withholding
2024-02-27
4:27 pm
N/A
N/A
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
1,943 $24.71 28,693
(Direct)
View
2024-02-23
Exercise
2024-02-27
4:25 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
6,428 $0 26,677
(Direct)
View
2024-02-23
Tax Withholding
2024-02-27
4:25 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
1,784 $24.71 26,677
(Direct)
View
2024-02-23
Exercise
2024-02-27
4:25 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
30,305 $0 143,230
(Direct)
View
2024-02-23
Tax Withholding
2024-02-27
4:25 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
16,411 $24.71 143,230
(Direct)
View
2024-02-23
Exercise
2024-02-27
4:24 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
210,628 $0 1,023,639
(Direct)
View
2024-02-23
Tax Withholding
2024-02-27
4:24 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
101,830 $24.71 1,023,639
(Direct)
View
2024-02-22
Option Award
2024-02-26
4:07 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
16,531 $0 16,531
(Direct)
View
2024-02-22
Option Award
2024-02-26
4:06 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
95,551 $0 95,551
(Direct)
View
2024-02-22
Option Award
2024-02-26
4:04 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
278,109 $0 278,109
(Direct)
View
2024-02-13
Exercise
2024-02-15
4:07 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
4,088 $0 10,923
(Direct)
View
2024-02-13
Tax Withholding
2024-02-15
4:07 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
1,341 $26.58 10,923
(Direct)
View
2024-02-13
Exercise
2024-02-15
4:07 pm
N/A
N/A
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
4,484 $0 12,187
(Direct)
View
2024-02-13
Tax Withholding
2024-02-15
4:07 pm
N/A
N/A
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
1,516 $26.58 12,187
(Direct)
View
2024-02-13
Exercise
2024-02-15
4:06 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
24,009 $0 86,440
(Direct)
View
2024-02-13
Tax Withholding
2024-02-15
4:06 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
8,904 $26.58 86,440
(Direct)
View
2023-12-27
Gift
2023-12-29
07:33 am
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
37,455 $0 392,190
(Direct)
View
2023-12-18
Exercise
2023-12-20
4:16 pm
2022-02-05
2030-02-05
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
25,000 $0 439,789
(Direct)
View
2023-12-18
Exercise
2023-12-20
4:16 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
25,000 $4.7 439,789
(Direct)
View
2023-12-15
Exercise
2023-12-19
4:19 pm
N/A
2028-02-09
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
62,433 $0 0
(Direct)
View
2023-12-15
Exercise
2023-12-19
4:19 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
62,433 $3.167 0
(Direct)
View
Goto Prev, 0, 1, 2, 3, 4, 5, 6, Next