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
2022-12-14
Sale
2022-12-16
4:09 pm
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
7,439 $16.28 $121,076 477,052
(Direct)
View
2022-12-12
Sale
2022-12-14
4:49 pm
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
48,720 $16.28 $793,032 267,660
(Direct)
View
2022-12-02
Sale
2022-12-06
4:33 pm
Vertex Inc. VERX Robert Kevin L
Director
12,894 $16.03 $206,710 23,615
(Direct)
View
2022-12-02
Sale
2022-12-06
4:31 pm
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
17,561 $16.76 $294,304 964,302
(Direct)
View
2022-11-23
Sale
2022-11-28
4:43 pm
Vertex Inc. VERX Robert Kevin L
Director
11,843 $15.5 $183,555 193,510
(Direct)
View
2022-11-17
Sale
2022-11-21
9:00 pm
Vertex Inc. VERX Westphal Jeffery
10% Owner
1,500,000 $15.15 $22,725,000 10,367,895
(Indirect
Direct)
View
2022-11-01
Sale
2022-11-03
4:30 pm
Vertex Inc. VERX Westphal Jeffery
10% Owner
35,950 $18 $647,172 11,867,895
(Indirect
Direct)
View
2022-10-10
Sale
2022-10-11
4:15 pm
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
17,671 $14.56 $257,323 316,102
(Direct)
View
2022-09-28
Sale
2022-09-30
9:23 pm
Vertex Inc. VERX DeStefano David
President & CEO
99,249 $13.66 $1,355,703 333,773
(Direct)
View
2022-09-15
Sale
2022-09-19
5:42 pm
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
134,558 $14.1 $1,897,243 433,022
(Direct)
View
2022-09-13
Sale
2022-09-15
4:57 pm
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
47,793 $14.61 $698,398 104,090
(Direct)
View
2022-07-29
Sale
2022-08-02
4:55 pm
Vertex Inc. VERX Westphal Jeffery
10% Owner
5,000,000 $7.35 $36,750,000 12,653,845
(Indirect
Direct)
View
2022-07-11
Sale
2022-07-13
5:04 pm
Vertex Inc. VERX Westphal Jeffery
10% Owner
71,549 $11.35 $812,384 17,653,845
(Indirect
Direct)
View
2022-07-08
Sale
2022-07-12
5:56 pm
Vertex Inc. VERX Westphal Jeffery
10% Owner
25,343 $12.02 $304,501 17,725,394
(Indirect
Direct)
View
2022-07-07
Sale
2022-07-08
4:30 pm
Vertex Inc. VERX Westphal Jeffery
10% Owner
6,723 $12.03 $80,907 17,750,737
(Indirect
Direct)
View
2022-06-30
Sale
2022-07-05
4:30 pm
Vertex Inc. VERX Westphal Jeffery
10% Owner
211,855 $11.25 $2,382,375 17,757,460
(Indirect
Direct)
View
2022-06-13
Sale
2022-06-15
4:18 pm
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
50,355 $9.6568 $486,269 25,937
(Direct)
View
2022-05-23
Sale
2022-05-25
4:05 pm
Vertex Inc. VERX Westphal Jeffery
10% Owner
48,580 $12.01 $583,577 12,469,315
(Indirect
Direct)
View
2022-03-16
Sale
2022-03-17
4:28 pm
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
20,000 $13 $260,000 76,292
(Direct)
View
2022-03-15
Purchase
2022-03-16
4:06 pm
Vertex Inc. VERX Radcliffe Amanda Westphal
Director
10% Owner
7,825 $12.91 $101,050 108,424
(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
2023-02-10
Tax Withholding
2023-02-14
5:33 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
1,341 $14.21 65,642
(Direct)
View
2023-02-10
Exercise
2023-02-14
5:33 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
4,088 $0 65,642
(Direct)
View
2023-02-10
Tax Withholding
2023-02-14
5:31 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
8,466 $14.21 93,150
(Direct)
View
2023-02-10
Exercise
2023-02-14
5:31 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
24,009 $0 93,150
(Direct)
View
2023-02-10
Tax Withholding
2023-02-14
5:30 pm
N/A
N/A
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
1,516 $14.21 19,565
(Direct)
View
2023-02-10
Exercise
2023-02-14
5:30 pm
N/A
N/A
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
4,484 $0 19,565
(Direct)
View
2022-12-14
Exercise
2022-12-16
4:09 pm
2022-02-05
2030-02-05
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
7,439 $4.7 477,052
(Direct)
View
2022-12-02
Exercise
2022-12-06
4:31 pm
2022-02-05
2030-02-05
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
17,561 $4.7 964,302
(Direct)
View
2022-11-23
Exercise
2022-11-28
4:43 pm
N/A
2026-03-01
Vertex Inc. VERX Robert Kevin L
Director
5,000 $0 193,510
(Direct)
View
2022-11-23
Exercise
2022-11-28
4:43 pm
N/A
N/A
Vertex Inc. VERX Robert Kevin L
Director
5,000 $2.5 193,510
(Direct)
View
2022-11-16
Conversion
2022-11-18
4:19 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
500,000 $0 2,589,000
(Direct)
View
2022-11-16
Conversion
2022-11-18
4:18 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
500,000 $0 2,307,548
(Direct)
View
2022-10-25
Exercise
2022-10-27
4:22 pm
2022-07-27
2022-10-25
Vertex Inc. VERX Tensile Capital Management LP
10% Owner
1 $0 5,970,258
(Direct)
View
2022-10-25
Exercise
2022-10-27
4:22 pm
N/A
N/A
Vertex Inc. VERX Tensile Capital Management LP
10% Owner
750,000 $7.85 5,970,258
(Indirect)
View
2022-10-26
Exercise
2022-10-26
5:46 pm
2022-07-29
2022-10-27
Vertex Inc. VERX Westphal Jeffery
10% Owner
750,000 $0 11,903,845
(Indirect)
View
2022-10-26
Exercise
2022-10-26
5:46 pm
N/A
N/A
Vertex Inc. VERX Westphal Jeffery
10% Owner
750,000 $7.85 11,903,845
(Indirect)
View
2022-09-13
Exercise
2022-09-15
4:57 pm
N/A
2026-02-02
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
25,000 $0 104,090
(Direct)
View
2022-09-13
Exercise
2022-09-15
4:57 pm
N/A
N/A
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
25,000 $2.5 104,090
(Direct)
View

Ownership
2022-08-05
5:31 pm
N/A
N/A
Vertex Inc. VERX Tensile Capital Management LP
10% Owner
0 $0 5,970,258
(Indirect)
View
2022-06-21
Conversion
2022-06-22
4:18 pm
N/A
N/A
Vertex Inc. VERX Westphal Jeffery
10% Owner
5,500,000 $0 28,753,601
(Indirect)
View
2022-06-14
Option Award
2022-06-15
4:25 pm
N/A
N/A
Vertex Inc. VERX Saunders Philip Seth
Director
15,121 $0 15,121
(Direct)
View
2022-06-14
Option Award
2022-06-15
4:24 pm
N/A
N/A
Vertex Inc. VERX Gayton Bradley M
Director
15,121 $0 23,615
(Direct)
View
2022-06-14
Option Award
2022-06-15
4:23 pm
N/A
N/A
Vertex Inc. VERX Thompson Stefanie Westphal
Director
10% Owner
15,121 $0 31,510
(Direct)
View
2022-06-14
Option Award
2022-06-15
4:22 pm
N/A
N/A
Vertex Inc. VERX Radcliffe Amanda Westphal
Director
10% Owner
15,121 $0 123,545
(Direct)
View
2022-06-14
Option Award
2022-06-15
4:22 pm
N/A
N/A
Vertex Inc. VERX Robert Kevin L
Director
15,121 $0 43,353
(Direct)
View
2022-06-14
Option Award
2022-06-15
4:21 pm
N/A
N/A
Vertex Inc. VERX Stamm John Richard
Director
15,121 $0 46,149
(Direct)
View
2022-06-14
Option Award
2022-06-15
4:19 pm
N/A
N/A
Vertex Inc. VERX ANDERSEN ERIC C.
Director
15,121 $0 103,615
(Direct)
View
2022-02-24
Option Award
2022-02-28
2:57 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
436,930 $0 436,930
(Direct)
View
2022-02-10
Option Award
2022-02-14
2:14 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
16,352 $0 66,283
(Direct)
View
2022-02-10
Option Award
2022-02-14
2:13 pm
N/A
N/A
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
17,937 $0 17,937
(Direct)
View
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