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
2023-05-15
Sale		 2023-05-17
4:55 pm		 Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER		 10,000 $19.56 $195,648 51,196
(Direct)		 View
2023-05-15
Sale		 2023-05-17
4:54 pm		 Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER		 30,000 $19.61 $588,381 464,789
(Direct)		 View
2023-04-19
Sale		 2023-04-21
9:00 pm		 Vertex Inc. VERX Tensile Capital Management LP
10% Owner		 103,541 $22.46 $2,325,531 5,866,717
(Indirect)		 View
2023-04-17
Sale		 2023-04-19
4:14 pm		 Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER		 10,000 $22.45 $224,480 61,196
(Direct)		 View
2023-04-05
Sale		 2023-04-07
5:57 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		 18,780 $21.33 $400,615 100,000
(Direct)		 View
2023-04-05
Sale		 2023-04-07
5:50 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		 18,780 $21.33 $400,615 100,000
(Direct)		 View
2023-03-31
Sale		 2023-04-04
7:14 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		 95,970 $21.09 $2,024,465 118,780
(Direct)		 View
2023-03-31
Sale		 2023-04-04
7:12 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		 95,969 $21.09 $2,024,444 118,780
(Direct)		 View
2023-03-28
Sale		 2023-03-30
6:58 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		 85,250 $20 $1,705,123 214,750
(Direct)		 View
2023-03-28
Sale		 2023-03-30
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		 85,251 $20 $1,705,142 214,749
(Direct)		 View
2023-03-20
Sale		 2023-03-22
8:46 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		 24,266 $18.24 $442,663 300,000
(Direct)		 View
2023-03-20
Sale		 2023-03-22
8:44 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		 24,267 $18.24 $442,681 300,000
(Direct)		 View
2023-03-15
Sale		 2023-03-17
7:41 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		 130,832 $18.49 $2,418,758 324,266
(Direct)		 View
2023-03-15
Sale		 2023-03-17
7:39 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		 130,832 $18.49 $2,418,758 324,267
(Direct)		 View
2023-03-15
Sale		 2023-03-17
4:16 pm		 Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER		 10,000 $18.09 $180,910 71,196
(Direct)		 View
2023-03-14
Sale		 2023-03-16
7:06 pm		 Vertex Inc. VERX Westphal Jeffery
10% Owner		 1,509,373 $17.82 $26,896,331 8,627,274
(Indirect
Direct)		 View
2023-03-13
Sale		 2023-03-15
4:16 pm		 Vertex Inc. VERX Stamm John Richard
Director		 11,843 $18.37 $217,591 34,306
(Direct)		 View
2023-03-10
Sale		 2023-03-14
7:58 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		 44,902 $18.41 $826,476 455,098
(Direct)		 View
2023-03-10
Sale		 2023-03-14
7:57 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		 44,901 $18.41 $826,458 455,099
(Direct)		 View
2023-03-08
Sale		 2023-03-10
8:28 pm		 Vertex Inc. VERX Westphal Jeffery
10% Owner		 97,941 $18.71 $1,832,548 10,136,647
(Indirect
Direct)		 View
2023-03-08
Sale		 2023-03-10
4:25 pm		 Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL		 81,729 $16.51 $1,349,551 35,009
(Direct)		 View
2023-03-08
Sale		 2023-03-10
4:23 pm		 Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER		 22,894 $16.42 $375,921 81,196
(Direct)		 View
2023-03-06
Sale		 2023-03-08
4:45 pm		 Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER		 763 $15.29 $11,666 3,144
(Direct)		 View
2023-02-28
Sale		 2023-03-02
6:22 pm		 Vertex Inc. VERX Westphal Jeffery
10% Owner		 133,307 $15.73 $2,097,300 10,234,588
(Indirect
Direct)		 View
2023-02-21
Sale		 2023-02-23
4:48 pm		 Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER		 2,968 $15.04 $44,639 3,144
(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
2023-06-13
Option Award		 2023-06-15
4:19 pm		 N/A
N/A		 Vertex Inc. VERX ANDERSEN ERIC C.
Director		 8,815 $0 112,430
(Direct)		 View
2023-06-13
Option Award		 2023-06-15
4:19 pm		 N/A
N/A		 Vertex Inc. VERX Stamm John Richard
Director		 8,815 $0 43,121
(Direct)		 View
2023-06-13
Option Award		 2023-06-15
4:18 pm		 N/A
N/A		 Vertex Inc. VERX Robert Kevin L
Director		 8,815 $0 32,430
(Direct)		 View
2023-06-13
Option Award		 2023-06-15
4:17 pm		 N/A
N/A		 Vertex Inc. VERX Radcliffe Amanda Westphal
Director
10% Owner		 8,815 $0 132,360
(Direct)		 View
2023-06-13
Option Award		 2023-06-15
4:17 pm		 N/A
N/A		 Vertex Inc. VERX Thompson Stefanie Westphal
Director
10% Owner		 8,815 $0 40,325
(Direct)		 View
2023-06-13
Option Award		 2023-06-15
4:16 pm		 N/A
N/A		 Vertex Inc. VERX Saunders Philip Seth
Director		 8,815 $0 23,936
(Direct)		 View
2023-05-15
Exercise		 2023-05-17
4:55 pm		 N/A
N/A		 Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER		 10,000 $2.5 51,196
(Direct)		 View
2023-05-15
Exercise		 2023-05-17
4:55 pm		 N/A
2026-02-02		 Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER		 10,000 $0 51,196
(Direct)		 View
2023-05-15
Exercise		 2023-05-17
4:54 pm		 N/A
N/A		 Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER		 30,000 $4.7 464,789
(Direct)		 View
2023-05-15
Exercise		 2023-05-17
4:54 pm		 2022-02-05
2030-02-05		 Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER		 30,000 $0 464,789
(Direct)		 View
2023-04-17
Exercise		 2023-04-19
4:14 pm		 N/A
N/A		 Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER		 10,000 $2.5 61,196
(Direct)		 View
2023-04-17
Exercise		 2023-04-19
4:14 pm		 N/A
2026-02-02		 Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER		 10,000 $0 61,196
(Direct)		 View
2023-03-31
Conversion		 2023-04-04
4:19 pm		 N/A
N/A		 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		 2,589,000 $0 2,589,000
(Direct)		 View
2023-03-15
Exercise		 2023-03-17
4:16 pm		 N/A
N/A		 Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER		 10,000 $2.5 71,196
(Direct)		 View
2023-03-15
Exercise		 2023-03-17
4:16 pm		 N/A
2026-02-02		 Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER		 10,000 $0 71,196
(Direct)		 View
2023-03-08
Exercise		 2023-03-10
4:25 pm		 N/A
N/A		 Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL		 31,098 $3.734 35,009
(Direct)		 View
2023-03-08
Exercise		 2023-03-10
4:25 pm		 N/A
2029-12-20		 Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL		 31,098 $0 35,009
(Direct)		 View
2023-03-08
Exercise		 2023-03-10
4:23 pm		 N/A
N/A		 Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER		 20,000 $2.5 81,196
(Direct)		 View
2023-03-08
Exercise		 2023-03-10
4:23 pm		 N/A
2026-02-02		 Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER		 20,000 $0 81,196
(Direct)		 View
2023-03-01
Exercise		 2023-03-03
4:34 pm		 N/A
N/A		 Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL		 1,732 $0 56,275
(Direct)		 View
2023-03-01
Tax Withholding		 2023-03-03
4:34 pm		 N/A
N/A		 Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL		 568 $15.6 56,275
(Direct)		 View
2023-03-01
Exercise		 2023-03-03
4:33 pm		 N/A
N/A		 Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER		 1,153 $0 5,060
(Direct)		 View
2023-03-01
Tax Withholding		 2023-03-03
4:33 pm		 N/A
N/A		 Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER		 390 $15.6 5,060
(Direct)		 View
2023-03-01
Exercise		 2023-03-03
4:31 pm		 N/A
N/A		 Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER		 3,441 $0 26,758
(Direct)		 View
2023-03-01
Tax Withholding		 2023-03-03
4:31 pm		 N/A
N/A		 Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER		 1,247 $15.6 26,758
(Direct)		 View
2023-03-01
Exercise		 2023-03-03
4:30 pm		 N/A
N/A		 Vertex Inc. VERX DeStefano David
PRESIDENT & CEO		 57,136 $0 416,027
(Direct)		 View
2023-03-01
Tax Withholding		 2023-03-03
4:30 pm		 N/A
N/A		 Vertex Inc. VERX DeStefano David
PRESIDENT & CEO		 29,266 $15.6 416,027
(Direct)		 View
2023-02-23
Option Award		 2023-02-27
4:44 pm		 N/A
N/A		 Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL		 25,714 $0 25,714
(Direct)		 View
2023-02-23
Option Award		 2023-02-27
4:44 pm		 N/A
N/A		 Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER		 27,418 $0 27,418
(Direct)		 View
2023-02-23
Option Award		 2023-02-27
4:43 pm		 N/A
N/A		 Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER		 121,220 $0 121,220
(Direct)		 View
2023-02-24
Exercise		 2023-02-27
4:42 pm		 N/A
N/A		 Vertex Inc. VERX DeStefano David
PRESIDENT & CEO		 109,232 $0 1,064,300
(Direct)		 View
2023-02-23
Option Award		 2023-02-27
4:42 pm		 N/A
N/A		 Vertex Inc. VERX DeStefano David
PRESIDENT & CEO		 405,581 $0 1,064,300
(Direct)		 View
2023-02-24
Tax Withholding		 2023-02-27
4:42 pm		 N/A
N/A		 Vertex Inc. VERX DeStefano David
PRESIDENT & CEO		 45,871 $15.44 1,064,300
(Direct)		 View
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