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 |
| 2023-11-13 Sale |
2023-11-15 6:22 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 |
100,000 | $27.09 | $2,708,751 | 1,807,548 (Direct) |
View |
| 2023-11-10 Sale |
2023-11-14 6:00 pm |
Vertex Inc. | VERX | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001 13(D) GROUP MEMBER 10% Owner |
300,000 | $27.18 | $8,154,858 | 1,589,000 (Direct) |
View |
| 2023-11-09 Sale |
2023-11-13 5:30 pm |
Vertex Inc. | VERX | Tensile Capital Management LP 10% Owner |
260,418 | $26.51 | $6,903,362 | 5,396,299 (Indirect) |
View |
| 2023-11-06 Sale |
2023-11-08 6:08 pm |
Vertex Inc. | VERX | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001 13(D) GROUP MEMBER 10% Owner |
388,879 | $22.74 | $8,843,493 | 1,889,000 (Direct) |
View |
| 2023-11-01 Sale |
2023-11-03 8:08 pm |
Vertex Inc. | VERX | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001 13(D) GROUP MEMBER 10% Owner |
311,121 | $23.4 | $7,279,714 | 2,277,879 (Direct) |
View |
| 2023-10-06 Sale |
2023-10-10 5:30 pm |
Vertex Inc. | VERX | Tensile Capital Management LP 10% Owner |
150,000 | $24.23 | $3,635,100 | 5,656,717 (Indirect) |
View |
| 2023-10-02 Sale |
2023-10-04 4:58 pm |
Vertex Inc. | VERX | Westphal Jeffery 10% Owner |
1,103,475 | $22.32 | $24,629,562 | 6,669,001 (Indirect Direct) |
View |
| 2023-09-29 Sale |
2023-10-03 5:30 pm |
Vertex Inc. | VERX | Tensile Capital Management LP 10% Owner |
60,000 | $23.36 | $1,401,600 | 5,806,717 (Indirect) |
View |
| 2023-07-12 Sale(A) |
2023-09-19 8:30 pm |
Vertex Inc. | VERX | Westphal Jeffery 10% Owner |
80,618 | $18.9 | $1,523,761 | 7,772,476 (Indirect Direct) |
View |
| 2023-08-28 Sale |
2023-08-30 4:11 pm |
Vertex Inc. | VERX | Stamm John Richard Director |
10,691 | $22.41 | $239,592 | 32,430 (Direct) |
View |
| 2023-08-14 Sale |
2023-08-16 4:03 pm |
Vertex Inc. | VERX | ANDERSEN ERIC C. Director |
15,121 | $19.5 | $294,908 | 97,309 (Direct) |
View |
| 2023-07-14 Sale |
2023-07-18 4:13 pm |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
10,000 | $18.71 | $187,059 | 31,196 (Direct) |
View |
| 2023-07-12 Sale |
2023-07-14 7:05 pm |
Vertex Inc. | VERX | Westphal Jeffery 10% Owner |
325,198 | $18.84 | $6,126,194 | 6,893,278 (Indirect Direct) |
View |
| 2023-06-30 Sale |
2023-07-05 7:54 pm |
Vertex Inc. | VERX | Westphal Jeffery 10% Owner |
608,798 | $19.08 | $11,617,230 | 1,309,097 (Indirect Direct) |
View |
| 2023-06-28 Sale |
2023-06-30 6:00 pm |
Vertex Inc. | VERX | Westphal Jeffery 10% Owner |
800,000 | $18.26 | $14,608,000 | 7,827,274 (Indirect Direct) |
View |
| 2023-06-15 Sale |
2023-06-20 4:29 pm |
Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO |
100,000 | $20.43 | $2,042,884 | 259,074 (Direct) |
View |
| 2023-06-15 Sale |
2023-06-20 4:28 pm |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
10,000 | $20.89 | $208,936 | 41,196 (Direct) |
View |
| 2023-05-15 Sale |
2023-05-17 4:55 pm |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
10,000 | $19.56 | $195,648 | 51,196 (Direct) |
View |
| 2023-05-15 Sale |
2023-05-17 4:54 pm |
Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER |
30,000 | $19.61 | $588,381 | 464,789 (Direct) |
View |
| 2023-04-19 Sale |
2023-04-21 9:00 pm |
Vertex Inc. | VERX | Tensile Capital Management LP 10% Owner |
103,541 | $22.46 | $2,325,531 | 5,866,717 (Indirect) |
View |
| 2023-04-17 Sale |
2023-04-19 4:14 pm |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
10,000 | $22.45 | $224,480 | 61,196 (Direct) |
View |
| 2023-04-05 Sale |
2023-04-07 5:57 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 |
18,780 | $21.33 | $400,615 | 100,000 (Direct) |
View |
| 2023-04-05 Sale |
2023-04-07 5:50 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 |
18,780 | $21.33 | $400,615 | 100,000 (Direct) |
View |
| 2023-03-31 Sale |
2023-04-04 7:14 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 |
95,970 | $21.09 | $2,024,465 | 118,780 (Direct) |
View |
| 2023-03-31 Sale |
2023-04-04 7:12 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 |
95,969 | $21.09 | $2,024,444 | 118,780 (Direct) |
View |
| 2023-03-28 Sale |
2023-03-30 6:58 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 |
85,250 | $20 | $1,705,123 | 214,750 (Direct) |
View |
| 2023-03-28 Sale |
2023-03-30 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 |
85,251 | $20 | $1,705,142 | 214,749 (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 |
| 2023-10-04 Conversion |
2023-10-25 6:59 pm |
N/A N/A |
Vertex Inc. | VERX | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 13(D) GROUP MEMBER 10% Owner |
281,452 | $0 | 281,452 (Direct) |
View |
| 2023-10-04 Conversion |
2023-10-25 6:57 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 |
1,807,548 | $0 | 1,907,548 (Direct) |
View |
| 2023-10-11 Conversion |
2023-10-17 6:32 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 |
2,089,000 | $0 | 2,189,000 (Direct) |
View |
| 2023-09-14 Exercise |
2023-09-18 4:20 pm |
N/A 2026-01-01 |
Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO |
501,453 | $0 | 654,389 (Direct) |
View |
| 2023-09-14 Tax Withholding |
2023-09-18 4:20 pm |
N/A N/A |
Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO |
291,729 | $20.75 | 654,389 (Direct) |
View |
| 2023-09-14 Exercise |
2023-09-18 4:20 pm |
N/A N/A |
Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO |
314,865 | $2.5 | 654,389 (Direct) |
View |
| 2023-09-14 Exercise |
2023-09-18 4:20 pm |
N/A N/A |
Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO |
186,588 | $3.734 | 654,389 (Direct) |
View |
| 2023-08-02 Conversion |
2023-08-03 6:01 pm |
N/A N/A |
Vertex Inc. | VERX | Westphal Jeffery 10% Owner |
879,000 | $0 | 18,556,564 (Indirect) |
View |
| 2023-07-14 Exercise |
2023-07-18 4:13 pm |
N/A 2026-02-02 |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
10,000 | $0 | 31,196 (Direct) |
View |
| 2023-07-14 Exercise |
2023-07-18 4:13 pm |
N/A N/A |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
10,000 | $2.5 | 31,196 (Direct) |
View |
| 2023-06-15 Exercise |
2023-06-20 4:28 pm |
N/A 2026-02-02 |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
10,000 | $0 | 41,196 (Direct) |
View |
| 2023-06-15 Exercise |
2023-06-20 4:28 pm |
N/A N/A |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
10,000 | $2.5 | 41,196 (Direct) |
View |
| 2023-06-13 Option Award |
2023-06-15 4:20 pm |
N/A N/A |
Vertex Inc. | VERX | Gayton Bradley M Director |
8,815 | $0 | 32,430 (Direct) |
View |
| 2023-06-13 Option Award |
2023-06-15 4:19 pm |
N/A N/A |
Vertex Inc. | VERX | ANDERSEN ERIC C. Director |
8,815 | $0 | 112,430 (Direct) |
View |
| 2023-06-13 Option Award |
2023-06-15 4:19 pm |
N/A N/A |
Vertex Inc. | VERX | Stamm John Richard Director |
8,815 | $0 | 43,121 (Direct) |
View |
| 2023-06-13 Option Award |
2023-06-15 4:18 pm |
N/A N/A |
Vertex Inc. | VERX | Robert Kevin L Director |
8,815 | $0 | 32,430 (Direct) |
View |
| 2023-06-13 Option Award |
2023-06-15 4:17 pm |
N/A N/A |
Vertex Inc. | VERX | Radcliffe Amanda Westphal Director 10% Owner |
8,815 | $0 | 132,360 (Direct) |
View |
| 2023-06-13 Option Award |
2023-06-15 4:17 pm |
N/A N/A |
Vertex Inc. | VERX | Thompson Stefanie Westphal Director 10% Owner |
8,815 | $0 | 40,325 (Direct) |
View |
| 2023-06-13 Option Award |
2023-06-15 4:16 pm |
N/A N/A |
Vertex Inc. | VERX | Saunders Philip Seth Director |
8,815 | $0 | 23,936 (Direct) |
View |
| 2023-05-15 Exercise |
2023-05-17 4:55 pm |
N/A 2026-02-02 |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
10,000 | $0 | 51,196 (Direct) |
View |
| 2023-05-15 Exercise |
2023-05-17 4:55 pm |
N/A N/A |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
10,000 | $2.5 | 51,196 (Direct) |
View |
| 2023-05-15 Exercise |
2023-05-17 4:54 pm |
2022-02-05 2030-02-05 |
Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER |
30,000 | $0 | 464,789 (Direct) |
View |
| 2023-05-15 Exercise |
2023-05-17 4:54 pm |
N/A N/A |
Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER |
30,000 | $4.7 | 464,789 (Direct) |
View |
| 2023-04-17 Exercise |
2023-04-19 4:14 pm |
N/A 2026-02-02 |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
10,000 | $0 | 61,196 (Direct) |
View |
| 2023-04-17 Exercise |
2023-04-19 4:14 pm |
N/A N/A |
Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER |
10,000 | $2.5 | 61,196 (Direct) |
View |
| 2023-03-31 Conversion |
2023-04-04 4:19 pm |
N/A N/A |
Vertex Inc. | VERX | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001 13(D) GROUP MEMBER 10% Owner |
2,589,000 | $0 | 2,589,000 (Direct) |
View |