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 |
| 2024-03-01 Sale |
2024-03-05 6:41 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 |
206,749 | $30.75 | $6,358,541 | 1,158,325 (Direct) |
View |
| 2024-03-01 Sale |
2024-03-05 6:40 pm |
Vertex Inc. | VERX | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 13(D) GROUP MEMBER 10% Owner |
33,673 | $32.88 | $1,107,085 | 247,779 (Direct) |
View |
| 2024-03-01 Sale |
2024-03-05 6:38 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 |
278,113 | $30.5 | $8,482,150 | 1,319,593 (Direct) |
View |
| 2024-03-01 Sale |
2024-03-05 5:37 pm |
Vertex Inc. | VERX | Westphal Jeffrey 10% Owner |
2,416,307 | $31.66 | $76,508,231 | 2,353,669 (Indirect Direct) |
View |
| 2024-02-15 Sale |
2024-02-16 4:05 pm |
Vertex Inc. | VERX | ANDERSEN ERIC C. Director |
10,000 | $25.88 | $258,823 | 77,309 (Direct) |
View |
| 2023-12-18 Sale |
2023-12-20 4:16 pm |
Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER |
25,000 | $26.55 | $663,863 | 439,789 (Direct) |
View |
| 2023-12-15 Sale |
2023-12-19 4:19 pm |
Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL |
66,802 | $26.95 | $1,800,632 | 0 (Direct) |
View |
| 2023-12-15 Sale |
2023-12-19 4:18 pm |
Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO |
39,300 | $27.16 | $1,067,199 | 429,645 (Direct) |
View |
| 2023-12-15 Sale |
2023-12-19 4:17 pm |
Vertex Inc. | VERX | Stamm John Richard Director |
10,000 | $26.85 | $268,483 | 22,430 (Direct) |
View |
| 2023-12-15 Sale |
2023-12-19 4:17 pm |
Vertex Inc. | VERX | Robert Kevin L Director |
8,494 | $26.86 | $228,133 | 23,936 (Direct) |
View |
| 2023-12-13 Sale |
2023-12-15 5:00 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 |
9,300 | $28.19 | $262,146 | 1,365,074 (Direct) |
View |
| 2023-12-12 Sale |
2023-12-14 5:31 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 |
60,599 | $28.77 | $1,743,599 | 1,597,706 (Direct) |
View |
| 2023-12-08 Sale |
2023-12-12 6:32 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 |
150,284 | $28.75 | $4,320,293 | 1,374,374 (Direct) |
View |
| 2023-12-07 Sale |
2023-12-11 5:52 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 |
138,829 | $28.69 | $3,982,587 | 1,658,305 (Direct) |
View |
| 2023-12-05 Sale |
2023-12-07 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 |
105,490 | $29.16 | $3,076,432 | 1,524,658 (Direct) |
View |
| 2023-12-04 Sale |
2023-12-06 6:47 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 |
63,311 | $29.11 | $1,843,002 | 1,797,134 (Direct) |
View |
| 2023-11-30 Sale |
2023-12-04 8:45 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 |
177,400 | $27.87 | $4,944,645 | 1,630,148 (Direct) |
View |
| 2023-11-29 Sale |
2023-12-01 6:48 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 |
228,555 | $28.2 | $6,445,215 | 1,860,445 (Direct) |
View |
| 2023-11-20 Sale |
2023-11-22 4:06 pm |
Vertex Inc. | VERX | ANDERSEN ERIC C. Director |
10,000 | $26.24 | $262,391 | 87,309 (Direct) |
View |
| 2023-11-14 Sale |
2023-11-16 6:00 pm |
Vertex Inc. | VERX | Westphal Jeffery 10% Owner |
1,899,025 | $26.06 | $49,488,592 | 7,895 (Indirect Direct) |
View |
| 2023-11-13 Sale |
2023-11-15 6:23 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 |
100,000 | $26.99 | $2,698,937 | 2,089,000 (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 |
| 2024-03-01 Exercise |
2024-03-05 4:41 pm |
N/A N/A |
Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO |
28,568 | $0 | 745,608 (Direct) |
View |
| 2024-03-01 Tax Withholding |
2024-03-05 4:41 pm |
N/A N/A |
Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO |
14,613 | $33.55 | 745,608 (Direct) |
View |
| 2024-03-01 Exercise |
2024-03-05 4:39 pm |
N/A N/A |
Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER |
1,721 | $0 | 54,825 (Direct) |
View |
| 2024-03-01 Tax Withholding |
2024-03-05 4:39 pm |
N/A N/A |
Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER |
932 | $33.55 | 54,825 (Direct) |
View |
| 2024-03-01 Exercise |
2024-03-05 4:38 pm |
N/A N/A |
Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL |
866 | $0 | 8,885 (Direct) |
View |
| 2024-03-01 Tax Withholding |
2024-03-05 4:38 pm |
N/A N/A |
Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL |
239 | $33.55 | 8,885 (Direct) |
View |
| 2024-03-01 Exercise |
2024-03-05 4:37 pm |
N/A N/A |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
576 | $0 | 9,117 (Direct) |
View |
| 2024-03-01 Tax Withholding |
2024-03-05 4:37 pm |
N/A N/A |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
165 | $33.55 | 9,117 (Direct) |
View |
| 2024-02-29 Tax Withholding |
2024-03-04 4:35 pm |
N/A N/A |
Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO |
247,903 | $31 | 1,512,581 (Direct) |
View |
| 2024-02-29 Exercise |
2024-03-04 4:35 pm |
N/A 2026-10-31 |
Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO |
450,000 | $0 | 1,512,581 (Direct) |
View |
| 2024-02-29 Exercise |
2024-03-04 4:35 pm |
N/A N/A |
Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO |
450,000 | $2.5 | 1,512,581 (Direct) |
View |
| 2024-02-23 Exercise |
2024-02-27 4:27 pm |
N/A N/A |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
6,854 | $0 | 28,693 (Direct) |
View |
| 2024-02-23 Tax Withholding |
2024-02-27 4:27 pm |
N/A N/A |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
1,943 | $24.71 | 28,693 (Direct) |
View |
| 2024-02-23 Exercise |
2024-02-27 4:25 pm |
N/A N/A |
Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL |
6,428 | $0 | 26,677 (Direct) |
View |
| 2024-02-23 Tax Withholding |
2024-02-27 4:25 pm |
N/A N/A |
Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL |
1,784 | $24.71 | 26,677 (Direct) |
View |
| 2024-02-23 Exercise |
2024-02-27 4:25 pm |
N/A N/A |
Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER |
30,305 | $0 | 143,230 (Direct) |
View |
| 2024-02-23 Tax Withholding |
2024-02-27 4:25 pm |
N/A N/A |
Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER |
16,411 | $24.71 | 143,230 (Direct) |
View |
| 2024-02-23 Exercise |
2024-02-27 4:24 pm |
N/A N/A |
Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO |
210,628 | $0 | 1,023,639 (Direct) |
View |
| 2024-02-23 Tax Withholding |
2024-02-27 4:24 pm |
N/A N/A |
Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO |
101,830 | $24.71 | 1,023,639 (Direct) |
View |
| 2024-02-22 Option Award |
2024-02-26 4:07 pm |
N/A N/A |
Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL |
16,531 | $0 | 16,531 (Direct) |
View |
| 2024-02-22 Option Award |
2024-02-26 4:06 pm |
N/A N/A |
Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER |
95,551 | $0 | 95,551 (Direct) |
View |
| 2024-02-22 Option Award |
2024-02-26 4:04 pm |
N/A N/A |
Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO |
278,109 | $0 | 278,109 (Direct) |
View |
| 2024-02-13 Tax Withholding |
2024-02-15 4:07 pm |
N/A N/A |
Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL |
1,341 | $26.58 | 10,923 (Direct) |
View |
| 2024-02-13 Exercise |
2024-02-15 4:07 pm |
N/A N/A |
Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL |
4,088 | $0 | 10,923 (Direct) |
View |
| 2024-02-13 Tax Withholding |
2024-02-15 4:07 pm |
N/A N/A |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
1,516 | $26.58 | 12,187 (Direct) |
View |
| 2024-02-13 Exercise |
2024-02-15 4:07 pm |
N/A N/A |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
4,484 | $0 | 12,187 (Direct) |
View |
| 2024-02-13 Tax Withholding |
2024-02-15 4:06 pm |
N/A N/A |
Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER |
8,904 | $26.58 | 86,440 (Direct) |
View |
| 2024-02-13 Exercise |
2024-02-15 4:06 pm |
N/A N/A |
Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER |
24,009 | $0 | 86,440 (Direct) |
View |
| 2023-12-27 Gift |
2023-12-29 07:33 am |
N/A N/A |
Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO |
37,455 | $0 | 392,190 (Direct) |
View |
| 2023-12-18 Exercise |
2023-12-20 4:16 pm |
2022-02-05 2030-02-05 |
Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER |
25,000 | $0 | 439,789 (Direct) |
View |
| 2023-12-18 Exercise |
2023-12-20 4:16 pm |
N/A N/A |
Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER |
25,000 | $4.7 | 439,789 (Direct) |
View |
| 2023-12-15 Exercise |
2023-12-19 4:19 pm |
N/A N/A |
Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL |
62,433 | $3.167 | 0 (Direct) |
View |
| 2023-12-15 Exercise |
2023-12-19 4:19 pm |
N/A 2028-02-09 |
Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL |
62,433 | $0 | 0 (Direct) |
View |
| 2023-12-06 Acquisition |
2023-12-11 7:39 pm |
N/A N/A |
Vertex Inc. | VERX | Westphal Jeffery 10% Owner |
789,000 | $0 | 16,343,262 (Direct) |
View |
| 2023-12-06 Acquisition |
2023-12-08 4:31 pm |
N/A N/A |
Vertex Inc. | VERX | Radcliffe Amanda Westphal Director 10% Owner |
789,000 | $0 | 33,129,702 (Direct) |
View |
| 2023-12-06 Acquisition |
2023-12-08 4:30 pm |
N/A N/A |
Vertex Inc. | VERX | Thompson Stefanie Westphal Director 10% Owner |
3,156,000 | $0 | 32,934,905 (Indirect) |
View |