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 |
| 2024-10-10 Sale | 2024-10-15 6:00 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 | 135,146 | $40.42 | $5,462,274 | 932,706 (Direct) | View |
| 2024-10-10 Sale | 2024-10-15 6:00 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 | 75,175 | $40.16 | $3,018,886 | 765,074 (Direct) | View |
| 2024-10-07 Sale | 2024-10-09 7:44 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 | 129,854 | $41.2 | $5,349,348 | 1,067,852 (Direct) | View |
| 2024-10-07 Sale | 2024-10-09 7:42 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 | 124,825 | $41.2 | $5,142,877 | 840,249 (Direct) | View |
| 2024-10-03 Sale | 2024-10-07 6:33 pm | Vertex Inc. | VERX | Westphal Jeffrey 10% Owner | 1,225,000 | $39.42 | $48,289,500 | 8,910,822 (Indirect Direct) | View |
| 2024-09-12 Sale | 2024-09-16 4:22 pm | Vertex Inc. | VERX | Stamm John Richard Director | 10,000 | $35.43 | $354,277 | 37,758 (Direct) | View |
| 2024-08-26 Sale | 2024-08-27 7:00 pm | Vertex Inc. | VERX | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001 10% Owner | 158,900 | $37.27 | $5,922,521 | 1,430,100 (Direct) | View |
| 2024-08-22 Sale | 2024-08-26 5:00 pm | Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | 25,000 | $35.81 | $895,150 | 434,577 (Direct) | View |
| 2024-08-22 Sale | 2024-08-26 5:00 pm | Vertex Inc. | VERX | Stamm John Richard Director | 16,000 | $35.95 | $575,179 | 47,758 (Direct) | View |
| 2024-08-20 Sale | 2024-08-22 4:27 pm | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 38,176 | $35.71 | $1,363,229 | 0 (Direct) | View |
| 2024-08-13 Sale | 2024-08-15 4:40 pm | Vertex Inc. | VERX | ANDERSEN ERIC C. Director | 140,000 | $36.22 | $5,070,536 | 105,014 (Direct) | View |
| 2024-07-23 Sale | 2024-07-24 6:24 pm | Vertex Inc. | VERX | Westphal Jeffrey 10% Owner | 1,500,000 | $37.81 | $56,715,000 | 1,062,536 (Indirect Direct) | View |
| 2024-06-05 Sale | 2024-06-07 6:30 pm | Vertex Inc. | VERX | Westphal Jeffrey 10% Owner | 1,500,000 | $32.93 | $49,395,000 | 2,562,536 (Indirect Direct) | View |
| 2024-04-05 Sale | 2024-04-09 7:33 pm | Vertex Inc. | VERX | Westphal Jeffrey 10% Owner | 791,133 | $30.05 | $23,773,547 | 1,562,536 (Indirect Direct) | View |
| 2024-03-26 Sale | 2024-03-28 6:01 pm | Vertex Inc. | VERX | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 13(D) GROUP MEMBER 10% Owner | 81,361 | $30.23 | $2,459,469 | 0 (Direct) | View |
| 2024-03-26 Sale | 2024-03-28 6:00 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 | 27,128 | $30.27 | $821,192 | 965,074 (Direct) | View |
| 2024-03-21 Sale | 2024-03-25 6:55 pm | Vertex Inc. | VERX | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 13(D) GROUP MEMBER 10% Owner | 47,622 | $30.09 | $1,433,032 | 81,361 (Direct) | View |
| 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 |
Stock options: Exercise, Award, Grant, Conversion
| Transaction Date | Reported DateTime | Exercisable Expiration | Company | Symnbol | Insider Relationship | Shares Traded | Conversion Price | Shares Owned | Filing |
| 2024-10-30 Gift | 2024-11-01 4:41 pm | N/A N/A | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 210,084 | $0 | 491,397 (Direct) | View |
| 2024-10-03 Conversion | 2024-10-07 6:33 pm | N/A N/A | Vertex Inc. | VERX | Westphal Jeffrey 10% Owner | 170,359 | $0 | 8,910,822 (Indirect) | View |
| 2024-09-12 Exercise | 2024-09-16 4:22 pm | N/A N/A | Vertex Inc. | VERX | Stamm John Richard Director | 5,000 | $3.734 | 37,758 (Direct) | View |
| 2024-09-12 Exercise | 2024-09-16 4:22 pm | N/A 2029-12-20 | Vertex Inc. | VERX | Stamm John Richard Director | 5,000 | $0 | 37,758 (Direct) | View |
| 2024-08-22 Exercise | 2024-08-26 5:00 pm | N/A N/A | Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | 25,000 | $4.7 | 434,577 (Direct) | View |
| 2024-08-22 Exercise | 2024-08-26 5:00 pm | 2022-02-05 2030-02-05 | Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | 25,000 | $0 | 434,577 (Direct) | View |
| 2024-08-22 Exercise | 2024-08-26 5:00 pm | N/A N/A | Vertex Inc. | VERX | Stamm John Richard Director | 16,000 | $3.734 | 47,758 (Direct) | View |
| 2024-08-22 Exercise | 2024-08-26 5:00 pm | N/A 2029-12-20 | Vertex Inc. | VERX | Stamm John Richard Director | 16,000 | $0 | 47,758 (Direct) | View |
| 2024-08-20 Exercise | 2024-08-22 4:27 pm | N/A N/A | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 30,000 | $3.734 | 0 (Direct) | View |
| 2024-08-20 Exercise | 2024-08-22 4:27 pm | N/A 2029-02-07 | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 30,000 | $0 | 0 (Direct) | View |
| 2024-08-13 Exercise | 2024-08-15 4:40 pm | N/A N/A | Vertex Inc. | VERX | ANDERSEN ERIC C. Director | 140,000 | $2.5 | 105,014 (Direct) | View |
| 2024-08-13 Exercise | 2024-08-15 4:40 pm | N/A 2026-03-01 | Vertex Inc. | VERX | ANDERSEN ERIC C. Director | 140,000 | $0 | 105,014 (Direct) | View |
| 2024-06-12 Option Award | 2024-06-14 4:18 pm | N/A N/A | Vertex Inc. | VERX | Saunders Philip Seth Director | 5,705 | $0 | 29,641 (Direct) | View |
| 2024-06-12 Option Award | 2024-06-14 4:17 pm | N/A N/A | Vertex Inc. | VERX | Thompson Stefanie Westphal Director 10% Owner | 5,705 | $0 | 46,030 (Direct) | View |
| 2024-06-12 Option Award | 2024-06-14 4:17 pm | N/A N/A | Vertex Inc. | VERX | Radcliffe Amanda Westphal Director 10% Owner | 5,705 | $0 | 138,065 (Direct) | View |
| 2024-06-12 Option Award | 2024-06-14 4:16 pm | N/A N/A | Vertex Inc. | VERX | Gayton Bradley M Director | 5,705 | $0 | 38,135 (Direct) | View |
| 2024-06-12 Option Award | 2024-06-14 4:16 pm | N/A N/A | Vertex Inc. | VERX | Stamm John Richard Director | 5,705 | $0 | 21,635 (Direct) | View |
| 2024-06-12 Option Award | 2024-06-14 4:15 pm | N/A N/A | Vertex Inc. | VERX | ANDERSEN ERIC C. Director | 5,705 | $0 | 83,014 (Direct) | View |
| 2024-04-30 Conversion | 2024-05-02 6:00 pm | N/A N/A | Vertex Inc. | VERX | Westphal Jeffrey 10% Owner | 2,500,000 | $0 | 13,135,822 (Indirect) | View |
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 N/A | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 32,196 | $3.734 | 38,018 (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 |