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
CompanySymbolInsider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
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
2024-10-10
Sale
2024-10-15
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
75,175$40.16$3,018,886765,074
(Direct)
View
2024-10-07
Sale
2024-10-09
7:44 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
129,854$41.2$5,349,3481,067,852
(Direct)
View
2024-10-07
Sale
2024-10-09
7:42 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
124,825$41.2$5,142,877840,249
(Direct)
View
2024-10-03
Sale
2024-10-07
6:33 pm
Vertex Inc.VERXWestphal Jeffrey
10% Owner
1,225,000$39.42$48,289,5008,910,822
(Indirect
Direct)
View
2024-09-12
Sale
2024-09-16
4:22 pm
Vertex Inc.VERXStamm John Richard
Director
10,000$35.43$354,27737,758
(Direct)
View
2024-08-26
Sale
2024-08-27
7:00 pm
Vertex Inc.VERXITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
10% Owner
158,900$37.27$5,922,5211,430,100
(Direct)
View
2024-08-22
Sale
2024-08-26
5:00 pm
Vertex Inc.VERXSCHWAB JOHN R
CHIEF FINANCIAL OFFICER
25,000$35.81$895,150434,577
(Direct)
View
2024-08-22
Sale
2024-08-26
5:00 pm
Vertex Inc.VERXStamm John Richard
Director
16,000$35.95$575,17947,758
(Direct)
View
2024-08-20
Sale
2024-08-22
4:27 pm
Vertex Inc.VERXRowland Bryan T.R.
GENERAL COUNSEL
38,176$35.71$1,363,2290
(Direct)
View
2024-08-13
Sale
2024-08-15
4:40 pm
Vertex Inc.VERXANDERSEN ERIC C.
Director
140,000$36.22$5,070,536105,014
(Direct)
View
2024-07-23
Sale
2024-07-24
6:24 pm
Vertex Inc.VERXWestphal Jeffrey
10% Owner
1,500,000$37.81$56,715,0001,062,536
(Indirect
Direct)
View
2024-06-05
Sale
2024-06-07
6:30 pm
Vertex Inc.VERXWestphal Jeffrey
10% Owner
1,500,000$32.93$49,395,0002,562,536
(Indirect
Direct)
View
2024-04-05
Sale
2024-04-09
7:33 pm
Vertex Inc.VERXWestphal Jeffrey
10% Owner
791,133$30.05$23,773,5471,562,536
(Indirect
Direct)
View
2024-03-26
Sale
2024-03-28
6:01 pm
Vertex Inc.VERX2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
13(D) GROUP MEMBER
10% Owner
81,361$30.23$2,459,4690
(Direct)
View
2024-03-26
Sale
2024-03-28
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
27,128$30.27$821,192965,074
(Direct)
View
2024-03-21
Sale
2024-03-25
6:55 pm
Vertex Inc.VERX2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
13(D) GROUP MEMBER
10% Owner
47,622$30.09$1,433,03281,361
(Direct)
View
2024-03-21
Sale
2024-03-25
6:54 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
2,959$30.03$88,8471,197,706
(Direct)
View
2024-03-21
Sale
2024-03-25
6:52 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
47,671$30.09$1,434,554992,202
(Direct)
View
2024-03-18
Sale
2024-03-20
9:02 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
49,095$30.05$1,475,2941,200,665
(Direct)
View
2024-03-18
Sale
2024-03-20
9:01 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
48,768$30.05$1,465,4911,039,873
(Direct)
View
2024-03-18
Sale
2024-03-20
9:00 pm
Vertex Inc.VERX2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
13(D) GROUP MEMBER
10% Owner
48,834$30.05$1,467,506128,983
(Direct)
View
2024-03-14
Sale
2024-03-18
4:27 pm
Vertex Inc.VERXButler Lisa
CHIEF ACCOUNTING OFFICER
8,290$29.63$245,616250
(Direct)
View
2024-03-12
Sale
2024-03-14
8:07 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
19,587$30.01$587,7741,249,760
(Direct)
View
2024-03-12
Sale
2024-03-14
8:06 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
19,118$30.01$573,7131,088,641
(Direct)
View
2024-03-12
Sale
2024-03-14
8:05 pm
Vertex Inc.VERX2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
13(D) GROUP MEMBER
10% Owner
19,829$30.01$595,025177,817
(Direct)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
CompanySymnbolInsider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing
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
2024-10-03
Conversion
2024-10-07
6:33 pm
N/A
N/A
Vertex Inc.VERXWestphal Jeffrey
10% Owner
170,359$08,910,822
(Indirect)
View
2024-09-12
Exercise
2024-09-16
4:22 pm
N/A
N/A
Vertex Inc.VERXStamm John Richard
Director
5,000$3.73437,758
(Direct)
View
2024-09-12
Exercise
2024-09-16
4:22 pm
N/A
2029-12-20
Vertex Inc.VERXStamm John Richard
Director
5,000$037,758
(Direct)
View
2024-08-22
Exercise
2024-08-26
5:00 pm
2022-02-05
2030-02-05
Vertex Inc.VERXSCHWAB JOHN R
CHIEF FINANCIAL OFFICER
25,000$0434,577
(Direct)
View
2024-08-22
Exercise
2024-08-26
5:00 pm
N/A
N/A
Vertex Inc.VERXSCHWAB JOHN R
CHIEF FINANCIAL OFFICER
25,000$4.7434,577
(Direct)
View
2024-08-22
Exercise
2024-08-26
5:00 pm
N/A
N/A
Vertex Inc.VERXStamm John Richard
Director
16,000$3.73447,758
(Direct)
View
2024-08-22
Exercise
2024-08-26
5:00 pm
N/A
2029-12-20
Vertex Inc.VERXStamm John Richard
Director
16,000$047,758
(Direct)
View
2024-08-20
Exercise
2024-08-22
4:27 pm
N/A
N/A
Vertex Inc.VERXRowland Bryan T.R.
GENERAL COUNSEL
30,000$3.7340
(Direct)
View
2024-08-20
Exercise
2024-08-22
4:27 pm
N/A
2029-02-07
Vertex Inc.VERXRowland Bryan T.R.
GENERAL COUNSEL
30,000$00
(Direct)
View
2024-08-13
Exercise
2024-08-15
4:40 pm
N/A
N/A
Vertex Inc.VERXANDERSEN ERIC C.
Director
140,000$2.5105,014
(Direct)
View
2024-08-13
Exercise
2024-08-15
4:40 pm
N/A
2026-03-01
Vertex Inc.VERXANDERSEN ERIC C.
Director
140,000$0105,014
(Direct)
View
2024-06-12
Option Award
2024-06-14
4:18 pm
N/A
N/A
Vertex Inc.VERXSaunders Philip Seth
Director
5,705$029,641
(Direct)
View
2024-06-12
Option Award
2024-06-14
4:17 pm
N/A
N/A
Vertex Inc.VERXThompson Stefanie Westphal
Director
10% Owner
5,705$046,030
(Direct)
View
2024-06-12
Option Award
2024-06-14
4:17 pm
N/A
N/A
Vertex Inc.VERXRadcliffe Amanda Westphal
Director
10% Owner
5,705$0138,065
(Direct)
View
2024-06-12
Option Award
2024-06-14
4:16 pm
N/A
N/A
Vertex Inc.VERXGayton Bradley M
Director
5,705$038,135
(Direct)
View
2024-06-12
Option Award
2024-06-14
4:16 pm
N/A
N/A
Vertex Inc.VERXStamm John Richard
Director
5,705$021,635
(Direct)
View
2024-06-12
Option Award
2024-06-14
4:15 pm
N/A
N/A
Vertex Inc.VERXANDERSEN ERIC C.
Director
5,705$083,014
(Direct)
View
2024-04-30
Conversion
2024-05-02
6:00 pm
N/A
N/A
Vertex Inc.VERXWestphal Jeffrey
10% Owner
2,500,000$013,135,822
(Indirect)
View

Ownership
2024-03-20
4:17 pm
N/A
N/A
Vertex Inc.VERXLeib Ryan J
Chief Accounting Officer
0$032,218
(Direct)
View
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