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.
Goto 0, 1, 2, ...5, 6, Next
Common stock purchase or sale:
Transaction
Date
Reported
DateTime
CompanySymbolInsider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2025-03-19
Sale
2025-03-21
4:03 pm
Vertex Inc.VERXRowland Bryan T.R.
GENERAL COUNSEL
43,228$35.98$1,555,515132
(Direct)
View
2025-03-04
Purchase
2025-03-04
4:57 pm
Vertex Inc.VERXGayton Bradley M
Director
9,400$31.85$299,38247,535
(Direct)
View
2025-01-22
Sale
2025-01-23
6:39 pm
Vertex Inc.VERXITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
10% Owner
72,000$56.49$4,067,2861,211,100
(Direct)
View
2024-12-17
Sale
2024-12-18
4:13 pm
Vertex Inc.VERXSCHWAB JOHN R
CHIEF FINANCIAL OFFICER
20,000$53.05$1,060,932414,577
(Direct)
View
2024-12-12
Sale
2024-12-16
8:15 pm
Vertex Inc.VERXWestphal Jeffrey
See Remarks
575,000$53.01$30,480,7504,971,822
(Indirect
Direct)
View
2024-12-10
Sale
2024-12-12
6:14 pm
Vertex Inc.VERXDeStefano David
PRESIDENT & CEO
381,100$55.04$20,974,9721,914,330
(Indirect
Direct)
View
2024-12-09
Sale
2024-12-11
6:00 pm
Vertex Inc.VERXITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
10% Owner
75,000$55.01$4,125,5021,283,100
(Direct)
View
2024-12-06
Sale
2024-12-10
4:19 pm
Vertex Inc.VERXStamm John Richard
Director
3,815$56.11$214,06011,720
(Direct)
View
2024-12-06
Sale
2024-12-10
4:18 pm
Vertex Inc.VERXDeStefano David
PRESIDENT & CEO
17,900$56.09$1,004,089497,377
(Indirect
Direct)
View
2024-11-26
Sale
2024-11-27
4:17 pm
Vertex Inc.VERXRowland Bryan T.R.
GENERAL COUNSEL
3,020$55.08$166,3421,007
(Direct)
View
2024-11-26
Sale
2024-11-27
4:16 pm
Vertex Inc.VERXDeStefano David
PRESIDENT & CEO
25,607$55.05$1,409,765515,178
(Indirect
Direct)
View
2024-11-22
Sale
2024-11-27
08:57 am
Vertex Inc.VERXStamm John Richard
Director
2,500$53.81$134,52534,158
(Direct)
View
2024-11-20
Sale
2024-11-21
6:56 pm
Vertex Inc.VERXITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
10% Owner
72,000$52.58$3,785,7371,358,100
(Direct)
View
2024-11-14
Sale
2024-11-18
5:58 pm
Vertex Inc.VERXDeStefano David
PRESIDENT & CEO
198,151$49.6$9,828,118293,246
(Direct)
View
2024-11-11
Sale
2024-11-13
9:43 pm
Vertex Inc.VERXWestphal Jeffrey
10% Owner
2,485,000$48.9$121,516,5005,546,822
(Indirect
Direct)
View
2024-11-07
Sale
2024-11-12
6:00 pm
Vertex Inc.VERXITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
150,000$52$7,799,980782,706
(Direct)
View
2024-11-07
Sale
2024-11-12
6:00 pm
Vertex Inc.VERXITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner
150,000$51.76$7,764,424615,074
(Direct)
View
2024-10-10
Sale
2024-10-15
6:00 pm
Vertex Inc.VERXITEM 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$5,462,274932,706
(Direct)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
CompanySymnbolInsider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing
2025-03-19
Exercise
2025-03-21
4:03 pm
N/A
N/A
Vertex Inc.VERXRowland Bryan T.R.
GENERAL COUNSEL
1,007$32.16132
(Direct)
View
2025-03-19
Exercise
2025-03-21
4:03 pm
N/A
2029-12-20
Vertex Inc.VERXRowland Bryan T.R.
GENERAL COUNSEL
32,105$0132
(Direct)
View
2025-03-19
Exercise
2025-03-21
4:03 pm
N/A
N/A
Vertex Inc.VERXRowland Bryan T.R.
GENERAL COUNSEL
31,098$3.734132
(Direct)
View
2025-03-04
Exercise
2025-03-06
4:21 pm
N/A
2026-03-01
Vertex Inc.VERXANDERSEN ERIC C.
Director
22,000$0105,014
(Direct)
View
2025-03-04
Exercise
2025-03-06
4:21 pm
N/A
N/A
Vertex Inc.VERXANDERSEN ERIC C.
Director
22,000$2.5105,014
(Direct)
View
2025-02-28
Tax Withholding
2025-03-04
4:12 pm
N/A
N/A
Vertex Inc.VERXRowland Bryan T.R.
GENERAL COUNSEL
239$32.2911,255
(Direct)
View
2025-02-28
Exercise
2025-03-04
4:12 pm
N/A
N/A
Vertex Inc.VERXRowland Bryan T.R.
GENERAL COUNSEL
867$011,255
(Direct)
View
2025-02-28
Tax Withholding
2025-03-04
4:12 pm
N/A
N/A
Vertex Inc.VERXSCHWAB JOHN R
CHIEF FINANCIAL OFFICER
932$32.2989,624
(Direct)
View
2025-02-28
Exercise
2025-03-04
4:12 pm
N/A
N/A
Vertex Inc.VERXSCHWAB JOHN R
CHIEF FINANCIAL OFFICER
1,721$089,624
(Direct)
View
2025-02-28
Tax Withholding
2025-03-04
4:11 pm
N/A
N/A
Vertex Inc.VERXDeStefano David
PRESIDENT & CEO
14,613$32.29995,364
(Direct)
View
2025-02-28
Exercise
2025-03-04
4:11 pm
N/A
N/A
Vertex Inc.VERXDeStefano David
PRESIDENT & CEO
28,568$0995,364
(Direct)
View
2025-02-24
Exercise
2025-02-26
4:21 pm
N/A
N/A
Vertex Inc.VERXDeStefano David
PRESIDENT & CEO
109,232$01,090,642
(Direct)
View
2025-02-24
Tax Withholding
2025-02-26
4:21 pm
N/A
N/A
Vertex Inc.VERXDeStefano David
PRESIDENT & CEO
55,873$43.641,090,642
(Direct)
View
2025-02-21
Tax Withholding
2025-02-25
4:19 pm
N/A
N/A
Vertex Inc.VERXDeStefano David
PRESIDENT & CEO
84,142$44.211,339,423
(Direct)
View
2025-02-21
Exercise
2025-02-25
4:19 pm
N/A
N/A
Vertex Inc.VERXDeStefano David
PRESIDENT & CEO
170,922$01,339,423
(Direct)
View
2025-02-21
Tax Withholding
2025-02-25
4:18 pm
N/A
N/A
Vertex Inc.VERXLeib Ryan J
Chief Accounting Officer
1,150$44.2117,861
(Direct)
View
2025-02-21
Exercise
2025-02-25
4:18 pm
N/A
N/A
Vertex Inc.VERXLeib Ryan J
Chief Accounting Officer
4,035$017,861
(Direct)
View
2025-02-21
Tax Withholding
2025-02-25
4:18 pm
N/A
N/A
Vertex Inc.VERXRowland Bryan T.R.
GENERAL COUNSEL
2,904$44.2135,883
(Direct)
View
2025-02-21
Exercise
2025-02-25
4:18 pm
N/A
N/A
Vertex Inc.VERXRowland Bryan T.R.
GENERAL COUNSEL
10,561$035,883
(Direct)
View
2025-02-21
Tax Withholding
2025-02-25
4:17 pm
N/A
N/A
Vertex Inc.VERXSCHWAB JOHN R
CHIEF FINANCIAL OFFICER
29,346$44.21221,109
(Direct)
View
2025-02-21
Exercise
2025-02-25
4:17 pm
N/A
N/A
Vertex Inc.VERXSCHWAB JOHN R
CHIEF FINANCIAL OFFICER
54,192$0221,109
(Direct)
View
2025-02-20
Option Award
2025-02-24
4:20 pm
N/A
N/A
Vertex Inc.VERXLeib Ryan J
Chief Accounting Officer
9,254$09,254
(Direct)
View
2025-02-20
Option Award
2025-02-24
4:19 pm
N/A
N/A
Vertex Inc.VERXSCHWAB JOHN R
CHIEF FINANCIAL OFFICER
63,513$063,513
(Direct)
View
2025-02-20
Option Award
2025-02-24
4:18 pm
N/A
N/A
Vertex Inc.VERXDeStefano David
PRESIDENT & CEO
176,057$0176,057
(Direct)
View
2025-02-20
Option Award
2025-02-24
4:18 pm
N/A
N/A
Vertex Inc.VERXRowland Bryan T.R.
GENERAL COUNSEL
11,901$011,901
(Direct)
View
2025-02-10
Exercise
2025-02-12
4:13 pm
N/A
N/A
Vertex Inc.VERXSCHWAB JOHN R
CHIEF FINANCIAL OFFICER
24,009$087,999
(Direct)
View
2025-02-10
Tax Withholding
2025-02-12
4:13 pm
N/A
N/A
Vertex Inc.VERXSCHWAB JOHN R
CHIEF FINANCIAL OFFICER
13,124$56.0287,999
(Direct)
View
2025-02-10
Exercise
2025-02-12
4:12 pm
N/A
N/A
Vertex Inc.VERXRowland Bryan T.R.
GENERAL COUNSEL
4,088$07,058
(Direct)
View
2025-02-10
Tax Withholding
2025-02-12
4:12 pm
N/A
N/A
Vertex Inc.VERXRowland Bryan T.R.
GENERAL COUNSEL
1,250$56.027,058
(Direct)
View
2025-01-31
Exercise
2025-02-04
4:14 pm
N/A
N/A
Vertex Inc.VERXLeib Ryan J
Chief Accounting Officer
4,019$014,928
(Direct)
View
2025-01-31
Tax Withholding
2025-02-04
4:14 pm
N/A
N/A
Vertex Inc.VERXLeib Ryan J
Chief Accounting Officer
1,281$57.7514,928
(Direct)
View
2024-12-31
Gift
2025-01-03
8:36 pm
N/A
N/A
Vertex Inc.VERXWestphal Jeffrey
See Remarks
450,000$04,521,822
(Direct)
View
2024-12-20
Conversion(A)
2025-01-03
8:35 pm
N/A
N/A
Vertex Inc.VERXWestphal Jeffrey
See Remarks
450,000$04,971,822
(Direct)
View
2024-12-23
Gift
2024-12-26
6:01 pm
N/A
N/A
Vertex Inc.VERXITEM 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$0745,706
(Direct)
View
2024-12-23
Gift
2024-12-26
6:00 pm
N/A
N/A
Vertex Inc.VERXITEM 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$0578,074
(Direct)
View
2024-12-20
Conversion
2024-12-26
10:48 am
N/A
N/A
Vertex Inc.VERXWestphal Jeffrey
See Remarks
450,000$04,971,822
(Indirect)
View
2024-12-17
Exercise
2024-12-18
4:13 pm
N/A
N/A
Vertex Inc.VERXSCHWAB JOHN R
CHIEF FINANCIAL OFFICER
20,000$4.7414,577
(Direct)
View
2024-12-17
Exercise
2024-12-18
4:13 pm
2022-02-05
2030-02-05
Vertex Inc.VERXSCHWAB JOHN R
CHIEF FINANCIAL OFFICER
20,000$0414,577
(Direct)
View
2024-12-12
Conversion
2024-12-16
8:15 pm
N/A
N/A
Vertex Inc.VERXWestphal Jeffrey
See Remarks
575,000$04,971,822
(Indirect)
View
2024-12-12
Exercise
2024-12-12
6:14 pm
N/A
N/A
Vertex Inc.VERXDeStefano David
PRESIDENT & CEO
343,893$0.1531,914,330
(Direct)
View
2024-12-10
Exercise
2024-12-12
6:14 pm
N/A
2026-10-31
Vertex Inc.VERXDeStefano David
PRESIDENT & CEO
724,993$01,914,330
(Direct)
View
2024-12-10
Exercise
2024-12-12
6:14 pm
N/A
N/A
Vertex Inc.VERXDeStefano David
PRESIDENT & CEO
381,100$2.51,914,330
(Direct)
View
2024-11-26
Exercise
2024-11-27
4:17 pm
N/A
N/A
Vertex Inc.VERXRowland Bryan T.R.
GENERAL COUNSEL
3,020$32.161,007
(Direct)
View
2024-11-26
Exercise
2024-11-27
4:17 pm
N/A
2031-03-01
Vertex Inc.VERXRowland Bryan T.R.
GENERAL COUNSEL
3,020$01,007
(Direct)
View
2024-11-22
Exercise
2024-11-27
08:57 am
N/A
2029-12-20
Vertex Inc.VERXStamm John Richard
Director
2,500$034,158
(Direct)
View
2024-11-22
Exercise
2024-11-27
08:57 am
N/A
N/A
Vertex Inc.VERXStamm John Richard
Director
2,500$3.73434,158
(Direct)
View
2024-11-22
Gift
2024-11-27
08:57 am
N/A
N/A
Vertex Inc.VERXStamm John Richard
Director
1,100$034,158
(Direct)
View
2024-11-11
Conversion
2024-11-13
9:43 pm
N/A
N/A
Vertex Inc.VERXWestphal Jeffrey
10% Owner
2,485,000$05,546,822
(Indirect)
View
2024-10-30
Gift
2024-11-01
4:41 pm
N/A
N/A
Vertex Inc.VERXDeStefano David
PRESIDENT & CEO
210,084$0491,397
(Direct)
View
(A) Indicate amendment filing.
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