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
2025-06-20
Sale
2025-06-24
6:11 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
23,767 $35.19 $836,411 173,074
(Direct)
View
2025-06-16
Sale
2025-06-18
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
381,233 $36.59 $13,949,826 196,841
(Direct)
View
2025-06-09
Sale
2025-06-11
3:21 pm
Vertex Inc. VERX Westphal Jeffrey
See Remarks
3,000,000 $38.45 $115,350,000 1,521,822
(Indirect
Direct)
View
2025-05-13
Sale
2025-05-14
4:30 pm
Vertex Inc. VERX Leib Ryan J
Chief Accounting Officer
5,755 $38 $218,690 0
(Direct)
View
2025-05-12
Sale
2025-05-14
4:29 pm
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
472,531 $37.41 $17,677,609 1,270,619
(Indirect
Direct)
View
2025-03-19
Sale
2025-03-21
4:03 pm
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
43,228 $35.98 $1,555,515 132
(Direct)
View
2025-03-04
Purchase
2025-03-04
4:57 pm
Vertex Inc. VERX Gayton Bradley M
Director
9,400 $31.85 $299,382 47,535
(Direct)
View
2025-01-22
Sale
2025-01-23
6:39 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 $56.49 $4,067,286 1,211,100
(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
2025-06-11
Option Award
2025-06-13
4:29 pm
N/A
N/A
Vertex Inc. VERX Gayton Bradley M
Director
5,327 $0 52,862
(Direct)
View
2025-06-11
Option Award
2025-06-13
4:28 pm
N/A
N/A
Vertex Inc. VERX Stamm John Richard
Director
5,327 $0 17,047
(Direct)
View
2025-06-11
Option Award
2025-06-13
4:28 pm
N/A
N/A
Vertex Inc. VERX Radcliffe Amanda Westphal
Director
10% Owner
5,327 $0 143,392
(Direct)
View
2025-06-11
Option Award
2025-06-13
4:27 pm
N/A
N/A
Vertex Inc. VERX Thompson Stefanie Westphal
Director
10% Owner
5,327 $0 51,357
(Direct)
View
2025-06-11
Option Award
2025-06-13
4:27 pm
N/A
N/A
Vertex Inc. VERX Saunders Philip Seth
Director
5,327 $0 34,968
(Direct)
View
2025-06-11
Option Award
2025-06-13
4:26 pm
N/A
N/A
Vertex Inc. VERX ANDERSEN ERIC C.
Director
5,327 $0 110,341
(Direct)
View
2025-06-11
Option Award
2025-06-13
4:26 pm
N/A
N/A
Vertex Inc. VERX Mendola Mark J
Director
5,327 $0 5,327
(Direct)
View
2025-06-09
Conversion
2025-06-11
3:21 pm
N/A
N/A
Vertex Inc. VERX Westphal Jeffrey
See Remarks
3,000,000 $0 1,521,822
(Indirect)
View
2025-05-20
Conversion
2025-05-22
4:15 pm
N/A
N/A
Vertex Inc. VERX 2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON
13(d) Group Member
10% Owner
22,500 $0 112,581
(Direct)
View
2025-05-20
Conversion
2025-05-22
4:14 pm
N/A
N/A
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001
13(d) Group Member
10% Owner
600,000 $0 1,941,750
(Direct)
View
2025-05-20
Conversion
2025-05-22
4:13 pm
N/A
N/A
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001
13(d) Group Member
10% Owner
300,000 $0 1,941,750
(Direct)
View
2025-05-20
Conversion
2025-05-22
4:12 pm
N/A
N/A
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001
13(d) Group Member
10% Owner
400,000 $0 1,983,968
(Direct)
View
2025-05-12
Exercise
2025-05-14
4:29 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
428,396 $2.5 1,270,619
(Direct)
View
2025-05-12
Exercise
2025-05-14
4:29 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
132,799 $32.16 1,270,619
(Direct)
View
2025-05-12
Exercise
2025-05-14
4:29 pm
N/A
2026-10-31
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
747,786 $0 1,270,619
(Direct)
View
2025-05-13
Exercise
2025-05-14
4:29 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
186,591 $3.734 1,270,619
(Direct)
View
2025-03-19
Exercise
2025-03-21
4:03 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
1,007 $32.16 132
(Direct)
View
2025-03-19
Exercise
2025-03-21
4:03 pm
N/A
2029-12-20
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
32,105 $0 132
(Direct)
View
2025-03-19
Exercise
2025-03-21
4:03 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
31,098 $3.734 132
(Direct)
View
2025-03-04
Exercise
2025-03-06
4:21 pm
N/A
N/A
Vertex Inc. VERX ANDERSEN ERIC C.
Director
22,000 $2.5 105,014
(Direct)
View
2025-03-04
Exercise
2025-03-06
4:21 pm
N/A
2026-03-01
Vertex Inc. VERX ANDERSEN ERIC C.
Director
22,000 $0 105,014
(Direct)
View
2025-02-28
Exercise
2025-03-04
4:12 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
867 $0 11,255
(Direct)
View
2025-02-28
Tax Withholding
2025-03-04
4:12 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
239 $32.29 11,255
(Direct)
View
2025-02-28
Exercise
2025-03-04
4:12 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
1,721 $0 89,624
(Direct)
View
2025-02-28
Tax Withholding
2025-03-04
4:12 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
932 $32.29 89,624
(Direct)
View
2025-02-28
Exercise
2025-03-04
4:11 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
28,568 $0 995,364
(Direct)
View
2025-02-28
Tax Withholding
2025-03-04
4:11 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
14,613 $32.29 995,364
(Direct)
View
2025-02-24
Exercise
2025-02-26
4:21 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
109,232 $0 1,090,642
(Direct)
View
2025-02-24
Tax Withholding
2025-02-26
4:21 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
55,873 $43.64 1,090,642
(Direct)
View
2025-02-21
Tax Withholding
2025-02-25
4:19 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
84,142 $44.21 1,339,423
(Direct)
View
2025-02-21
Exercise
2025-02-25
4:19 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
170,922 $0 1,339,423
(Direct)
View
2025-02-21
Tax Withholding
2025-02-25
4:18 pm
N/A
N/A
Vertex Inc. VERX Leib Ryan J
Chief Accounting Officer
1,150 $44.21 17,861
(Direct)
View
2025-02-21
Exercise
2025-02-25
4:18 pm
N/A
N/A
Vertex Inc. VERX Leib Ryan J
Chief Accounting Officer
4,035 $0 17,861
(Direct)
View
2025-02-21
Tax Withholding
2025-02-25
4:18 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
2,904 $44.21 35,883
(Direct)
View
2025-02-21
Exercise
2025-02-25
4:18 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
10,561 $0 35,883
(Direct)
View
2025-02-21
Tax Withholding
2025-02-25
4:17 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
29,346 $44.21 221,109
(Direct)
View
2025-02-21
Exercise
2025-02-25
4:17 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
54,192 $0 221,109
(Direct)
View
2025-02-20
Option Award
2025-02-24
4:20 pm
N/A
N/A
Vertex Inc. VERX Leib Ryan J
Chief Accounting Officer
9,254 $0 9,254
(Direct)
View
2025-02-20
Option Award
2025-02-24
4:19 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
63,513 $0 63,513
(Direct)
View
2025-02-20
Option Award
2025-02-24
4:18 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
176,057 $0 176,057
(Direct)
View
2025-02-20
Option Award
2025-02-24
4:18 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
11,901 $0 11,901
(Direct)
View
2025-02-10
Exercise
2025-02-12
4:13 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
24,009 $0 87,999
(Direct)
View
2025-02-10
Tax Withholding
2025-02-12
4:13 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
13,124 $56.02 87,999
(Direct)
View
2025-02-10
Exercise
2025-02-12
4:12 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
4,088 $0 7,058
(Direct)
View
2025-02-10
Tax Withholding
2025-02-12
4:12 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
1,250 $56.02 7,058
(Direct)
View
2025-01-31
Exercise
2025-02-04
4:14 pm
N/A
N/A
Vertex Inc. VERX Leib Ryan J
Chief Accounting Officer
4,019 $0 14,928
(Direct)
View
2025-01-31
Tax Withholding
2025-02-04
4:14 pm
N/A
N/A
Vertex Inc. VERX Leib Ryan J
Chief Accounting Officer
1,281 $57.75 14,928
(Direct)
View
2024-12-31
Gift
2025-01-03
8:36 pm
N/A
N/A
Vertex Inc. VERX Westphal Jeffrey
See Remarks
450,000 $0 4,521,822
(Direct)
View
2024-12-20
Conversion(A)
2025-01-03
8:35 pm
N/A
N/A
Vertex Inc. VERX Westphal Jeffrey
See Remarks
450,000 $0 4,971,822
(Direct)
View
2024-12-23
Gift
2024-12-26
6:01 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
37,000 $0 745,706
(Direct)
View
2024-12-23
Gift
2024-12-26
6:00 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
37,000 $0 578,074
(Direct)
View
(A) Indicate amendment filing.
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