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>>
- Peter Lynch
What is insider trading>>

Common stock purchase or sale:
Transaction Date |
Reported DateTime |
Company | Symbol | Insider Relationship |
Shares Traded |
Average Price |
Total Amount |
Shares Owned |
Filing |
2023-12-15 Sale |
2023-12-19 4:18 pm |
Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO |
39,300 | $27.16 | $1,067,199 | 429,645 (Direct) |
View |
2023-12-15 Sale |
2023-12-19 4:17 pm |
Vertex Inc. | VERX | Stamm John Richard Director |
10,000 | $26.85 | $268,483 | 22,430 (Direct) |
View |
2023-12-15 Sale |
2023-12-19 4:17 pm |
Vertex Inc. | VERX | Robert Kevin L Director |
8,494 | $26.86 | $228,133 | 23,936 (Direct) |
View |
2023-12-13 Sale |
2023-12-15 5:00 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 |
9,300 | $28.19 | $262,146 | 1,365,074 (Direct) |
View |
2023-12-12 Sale |
2023-12-14 5:31 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 |
60,599 | $28.77 | $1,743,599 | 1,597,706 (Direct) |
View |
2023-12-08 Sale |
2023-12-12 6:32 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 |
150,284 | $28.75 | $4,320,293 | 1,374,374 (Direct) |
View |
2023-12-07 Sale |
2023-12-11 5:52 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 |
138,829 | $28.69 | $3,982,587 | 1,658,305 (Direct) |
View |
2023-12-05 Sale |
2023-12-07 7:18 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 |
105,490 | $29.16 | $3,076,432 | 1,524,658 (Direct) |
View |
2023-12-04 Sale |
2023-12-06 6:47 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 |
63,311 | $29.11 | $1,843,002 | 1,797,134 (Direct) |
View |
2023-11-30 Sale |
2023-12-04 8:45 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 |
177,400 | $27.87 | $4,944,645 | 1,630,148 (Direct) |
View |
2023-11-29 Sale |
2023-12-01 6:48 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 |
228,555 | $28.2 | $6,445,215 | 1,860,445 (Direct) |
View |
2023-11-20 Sale |
2023-11-22 4:06 pm |
Vertex Inc. | VERX | ANDERSEN ERIC C. Director |
10,000 | $26.24 | $262,391 | 87,309 (Direct) |
View |
2023-11-14 Sale |
2023-11-16 6:00 pm |
Vertex Inc. | VERX | Westphal Jeffery 10% Owner |
1,899,025 | $26.06 | $49,488,592 | 7,895 (Indirect Direct) |
View |
2023-11-13 Sale |
2023-11-15 6:23 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 |
100,000 | $26.99 | $2,698,937 | 2,089,000 (Direct) |
View |
2023-11-13 Sale |
2023-11-15 6:22 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 |
100,000 | $27.09 | $2,708,751 | 1,807,548 (Direct) |
View |
2023-11-10 Sale |
2023-11-14 6:00 pm |
Vertex Inc. | VERX | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001 13(D) GROUP MEMBER 10% Owner |
300,000 | $27.18 | $8,154,858 | 1,589,000 (Direct) |
View |
2023-11-09 Sale |
2023-11-13 5:30 pm |
Vertex Inc. | VERX | Tensile Capital Management LP 10% Owner |
260,418 | $26.51 | $6,903,362 | 5,396,299 (Indirect) |
View |
2023-11-06 Sale |
2023-11-08 6:08 pm |
Vertex Inc. | VERX | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001 13(D) GROUP MEMBER 10% Owner |
388,879 | $22.74 | $8,843,493 | 1,889,000 (Direct) |
View |
2023-11-01 Sale |
2023-11-03 8:08 pm |
Vertex Inc. | VERX | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001 13(D) GROUP MEMBER 10% Owner |
311,121 | $23.4 | $7,279,714 | 2,277,879 (Direct) |
View |
2023-10-06 Sale |
2023-10-10 5:30 pm |
Vertex Inc. | VERX | Tensile Capital Management LP 10% Owner |
150,000 | $24.23 | $3,635,100 | 5,656,717 (Indirect) |
View |
2023-10-02 Sale |
2023-10-04 4:58 pm |
Vertex Inc. | VERX | Westphal Jeffery 10% Owner |
1,103,475 | $22.32 | $24,629,562 | 6,669,001 (Indirect Direct) |
View |
2023-09-29 Sale |
2023-10-03 5:30 pm |
Vertex Inc. | VERX | Tensile Capital Management LP 10% Owner |
60,000 | $23.36 | $1,401,600 | 5,806,717 (Indirect) |
View |
2023-07-12 Sale(A) |
2023-09-19 8:30 pm |
Vertex Inc. | VERX | Westphal Jeffery 10% Owner |
80,618 | $18.9 | $1,523,761 | 7,772,476 (Indirect Direct) |
View |
2023-08-28 Sale |
2023-08-30 4:11 pm |
Vertex Inc. | VERX | Stamm John Richard Director |
10,691 | $22.41 | $239,592 | 32,430 (Direct) |
View |
2023-08-14 Sale |
2023-08-16 4:03 pm |
Vertex Inc. | VERX | ANDERSEN ERIC C. Director |
15,121 | $19.5 | $294,908 | 97,309 (Direct) |
View |
2023-07-14 Sale |
2023-07-18 4:13 pm |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
10,000 | $18.71 | $187,059 | 31,196 (Direct) |
View |
2023-07-12 Sale |
2023-07-14 7:05 pm |
Vertex Inc. | VERX | Westphal Jeffery 10% Owner |
325,198 | $18.84 | $6,126,194 | 6,893,278 (Indirect Direct) |
View |
2023-06-30 Sale |
2023-07-05 7:54 pm |
Vertex Inc. | VERX | Westphal Jeffery 10% Owner |
608,798 | $19.08 | $11,617,230 | 1,309,097 (Indirect Direct) |
View |
2023-06-28 Sale |
2023-06-30 6:00 pm |
Vertex Inc. | VERX | Westphal Jeffery 10% Owner |
800,000 | $18.26 | $14,608,000 | 7,827,274 (Indirect Direct) |
View |
2023-06-15 Sale |
2023-06-20 4:29 pm |
Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO |
100,000 | $20.43 | $2,042,884 | 259,074 (Direct) |
View |
2023-06-15 Sale |
2023-06-20 4:28 pm |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
10,000 | $20.89 | $208,936 | 41,196 (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 |
2023-12-06 Acquisition |
2023-12-11 7:39 pm |
N/A N/A |
Vertex Inc. | VERX | Westphal Jeffery 10% Owner |
789,000 | $0 | 16,343,262 (Direct) |
View |
2023-12-06 Acquisition |
2023-12-08 4:31 pm |
N/A N/A |
Vertex Inc. | VERX | Radcliffe Amanda Westphal Director 10% Owner |
789,000 | $0 | 33,129,702 (Direct) |
View |
2023-12-06 Acquisition |
2023-12-08 4:30 pm |
N/A N/A |
Vertex Inc. | VERX | Thompson Stefanie Westphal Director 10% Owner |
3,156,000 | $0 | 32,934,905 (Indirect) |
View |
2023-10-04 Conversion |
2023-10-25 6:59 pm |
N/A N/A |
Vertex Inc. | VERX | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 13(D) GROUP MEMBER 10% Owner |
281,452 | $0 | 281,452 (Direct) |
View |
2023-10-04 Conversion |
2023-10-25 6:57 pm |
N/A N/A |
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 |
1,807,548 | $0 | 1,907,548 (Direct) |
View |
2023-10-11 Conversion |
2023-10-17 6:32 pm |
N/A N/A |
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 |
2,089,000 | $0 | 2,189,000 (Direct) |
View |
2023-09-14 Exercise |
2023-09-18 4:20 pm |
N/A N/A |
Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO |
186,588 | $3.734 | 654,389 (Direct) |
View |
2023-09-14 Exercise |
2023-09-18 4:20 pm |
N/A 2026-01-01 |
Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO |
501,453 | $0 | 654,389 (Direct) |
View |
2023-09-14 Exercise |
2023-09-18 4:20 pm |
N/A N/A |
Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO |
314,865 | $2.5 | 654,389 (Direct) |
View |
2023-09-14 Tax Withholding |
2023-09-18 4:20 pm |
N/A N/A |
Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO |
291,729 | $20.75 | 654,389 (Direct) |
View |
2023-08-02 Conversion |
2023-08-03 6:01 pm |
N/A N/A |
Vertex Inc. | VERX | Westphal Jeffery 10% Owner |
879,000 | $0 | 18,556,564 (Indirect) |
View |
2023-07-14 Exercise |
2023-07-18 4:13 pm |
N/A 2026-02-02 |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
10,000 | $0 | 31,196 (Direct) |
View |
2023-07-14 Exercise |
2023-07-18 4:13 pm |
N/A N/A |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
10,000 | $2.5 | 31,196 (Direct) |
View |
2023-06-15 Exercise |
2023-06-20 4:28 pm |
N/A 2026-02-02 |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
10,000 | $0 | 41,196 (Direct) |
View |
2023-06-15 Exercise |
2023-06-20 4:28 pm |
N/A N/A |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
10,000 | $2.5 | 41,196 (Direct) |
View |
2023-06-13 Option Award |
2023-06-15 4:20 pm |
N/A N/A |
Vertex Inc. | VERX | Gayton Bradley M Director |
8,815 | $0 | 32,430 (Direct) |
View |