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
Company Symbol Insider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2023-03-20
Sale
2023-03-22
8:46 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
24,266 $18.24 $442,663 300,000
(Direct)
View
2023-03-20
Sale
2023-03-22
8:44 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
24,267 $18.24 $442,681 300,000
(Direct)
View
2023-03-15
Sale
2023-03-17
7:41 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
130,832 $18.49 $2,418,758 324,266
(Direct)
View
2023-03-15
Sale
2023-03-17
7:39 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
130,832 $18.49 $2,418,758 324,267
(Direct)
View
2023-03-15
Sale
2023-03-17
4:16 pm
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
10,000 $18.09 $180,910 71,196
(Direct)
View
2023-03-14
Sale
2023-03-16
7:06 pm
Vertex Inc. VERX Westphal Jeffery
10% Owner
1,509,373 $17.82 $26,896,331 8,627,274
(Indirect
Direct)
View
2023-03-13
Sale
2023-03-15
4:16 pm
Vertex Inc. VERX Stamm John Richard
Director
11,843 $18.37 $217,591 34,306
(Direct)
View
2023-03-10
Sale
2023-03-14
7:58 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
44,902 $18.41 $826,476 455,098
(Direct)
View
2023-03-10
Sale
2023-03-14
7:57 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
44,901 $18.41 $826,458 455,099
(Direct)
View
2023-03-08
Sale
2023-03-10
8:28 pm
Vertex Inc. VERX Westphal Jeffery
10% Owner
97,941 $18.71 $1,832,548 10,136,647
(Indirect
Direct)
View
2023-03-08
Sale
2023-03-10
4:25 pm
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
81,729 $16.51 $1,349,551 35,009
(Direct)
View
2023-03-08
Sale
2023-03-10
4:23 pm
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
22,894 $16.42 $375,921 81,196
(Direct)
View
2023-03-06
Sale
2023-03-08
4:45 pm
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
763 $15.29 $11,666 3,144
(Direct)
View
2023-02-28
Sale
2023-03-02
6:22 pm
Vertex Inc. VERX Westphal Jeffery
10% Owner
133,307 $15.73 $2,097,300 10,234,588
(Indirect
Direct)
View
2023-02-21
Sale
2023-02-23
4:48 pm
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
2,968 $15.04 $44,639 3,144
(Direct)
View
2022-12-14
Sale
2022-12-16
4:09 pm
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
7,439 $16.28 $121,076 477,052
(Direct)
View
2022-12-12
Sale
2022-12-14
4:49 pm
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
48,720 $16.28 $793,032 267,660
(Direct)
View
2022-12-02
Sale
2022-12-06
4:33 pm
Vertex Inc. VERX Robert Kevin L
Director
12,894 $16.03 $206,710 23,615
(Direct)
View
2022-12-02
Sale
2022-12-06
4:31 pm
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
17,561 $16.76 $294,304 964,302
(Direct)
View
2022-11-23
Sale
2022-11-28
4:43 pm
Vertex Inc. VERX Robert Kevin L
Director
11,843 $15.5 $183,555 193,510
(Direct)
View
2022-11-17
Sale
2022-11-21
9:00 pm
Vertex Inc. VERX Westphal Jeffery
10% Owner
1,500,000 $15.15 $22,725,000 10,367,895
(Indirect
Direct)
View
2022-11-01
Sale
2022-11-03
4:30 pm
Vertex Inc. VERX Westphal Jeffery
10% Owner
35,950 $18 $647,172 11,867,895
(Indirect
Direct)
View
2022-10-10
Sale
2022-10-11
4:15 pm
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
17,671 $14.56 $257,323 316,102
(Direct)
View
2022-09-28
Sale
2022-09-30
9:23 pm
Vertex Inc. VERX DeStefano David
President & CEO
99,249 $13.66 $1,355,703 333,773
(Direct)
View
2022-09-15
Sale
2022-09-19
5:42 pm
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
134,558 $14.1 $1,897,243 433,022
(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
2023-03-15
Exercise
2023-03-17
4:16 pm
N/A
N/A
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
10,000 $2.5 71,196
(Direct)
View
2023-03-15
Exercise
2023-03-17
4:16 pm
N/A
2026-02-02
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
10,000 $0 71,196
(Direct)
View
2023-03-08
Exercise
2023-03-10
4:25 pm
N/A
2029-12-20
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
31,098 $0 35,009
(Direct)
View
2023-03-08
Exercise
2023-03-10
4:25 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
31,098 $3.734 35,009
(Direct)
View
2023-03-08
Exercise
2023-03-10
4:23 pm
N/A
N/A
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
20,000 $2.5 81,196
(Direct)
View
2023-03-08
Exercise
2023-03-10
4:23 pm
N/A
2026-02-02
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
20,000 $0 81,196
(Direct)
View
2023-03-01
Exercise
2023-03-03
4:34 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
1,732 $0 56,275
(Direct)
View
2023-03-01
Tax Withholding
2023-03-03
4:34 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
568 $15.6 56,275
(Direct)
View
2023-03-01
Exercise
2023-03-03
4:33 pm
N/A
N/A
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
1,153 $0 5,060
(Direct)
View
2023-03-01
Tax Withholding
2023-03-03
4:33 pm
N/A
N/A
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
390 $15.6 5,060
(Direct)
View
2023-03-01
Exercise
2023-03-03
4:31 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
3,441 $0 26,758
(Direct)
View
2023-03-01
Tax Withholding
2023-03-03
4:31 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
1,247 $15.6 26,758
(Direct)
View
2023-03-01
Exercise
2023-03-03
4:30 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
57,136 $0 416,027
(Direct)
View
2023-03-01
Tax Withholding
2023-03-03
4:30 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
29,266 $15.6 416,027
(Direct)
View
2023-02-23
Option Award
2023-02-27
4:44 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
25,714 $0 25,714
(Direct)
View
2023-02-23
Option Award
2023-02-27
4:44 pm
N/A
N/A
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
27,418 $0 27,418
(Direct)
View
2023-02-23
Option Award
2023-02-27
4:43 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
121,220 $0 121,220
(Direct)
View
2023-02-24
Tax Withholding
2023-02-27
4:42 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
45,871 $15.44 1,064,300
(Direct)
View
2023-02-24
Exercise
2023-02-27
4:42 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
109,232 $0 1,064,300
(Direct)
View
2023-02-23
Option Award
2023-02-27
4:42 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
405,581 $0 1,064,300
(Direct)
View
2023-02-10
Exercise
2023-02-14
5:33 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
4,088 $0 65,642
(Direct)
View
2023-02-10
Tax Withholding
2023-02-14
5:33 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
1,341 $14.21 65,642
(Direct)
View
2023-02-10
Exercise
2023-02-14
5:31 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
24,009 $0 93,150
(Direct)
View
2023-02-10
Tax Withholding
2023-02-14
5:31 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
8,466 $14.21 93,150
(Direct)
View
2023-02-10
Exercise
2023-02-14
5:30 pm
N/A
N/A
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
4,484 $0 19,565
(Direct)
View
2023-02-10
Tax Withholding
2023-02-14
5:30 pm
N/A
N/A
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
1,516 $14.21 19,565
(Direct)
View
2022-12-14
Exercise
2022-12-16
4:09 pm
2022-02-05
2030-02-05
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
7,439 $4.7 477,052
(Direct)
View
2022-12-02
Exercise
2022-12-06
4:31 pm
2022-02-05
2030-02-05
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
17,561 $4.7 964,302
(Direct)
View
2022-11-23
Exercise
2022-11-28
4:43 pm
N/A
N/A
Vertex Inc. VERX Robert Kevin L
Director
5,000 $2.5 193,510
(Direct)
View
2022-11-23
Exercise
2022-11-28
4:43 pm
N/A
2026-03-01
Vertex Inc. VERX Robert Kevin L
Director
5,000 $0 193,510
(Direct)
View
2022-11-16
Conversion
2022-11-18
4:19 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
500,000 $0 2,589,000
(Direct)
View
2022-11-16
Conversion
2022-11-18
4:18 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
500,000 $0 2,307,548
(Direct)
View
2022-10-25
Exercise
2022-10-27
4:22 pm
2022-07-27
2022-10-25
Vertex Inc. VERX Tensile Capital Management LP
10% Owner
1 $0 5,970,258
(Direct)
View
2022-10-25
Exercise
2022-10-27
4:22 pm
N/A
N/A
Vertex Inc. VERX Tensile Capital Management LP
10% Owner
750,000 $7.85 5,970,258
(Indirect)
View
2022-10-26
Exercise
2022-10-26
5:46 pm
2022-07-29
2022-10-27
Vertex Inc. VERX Westphal Jeffery
10% Owner
750,000 $0 11,903,845
(Indirect)
View
2022-10-26
Exercise
2022-10-26
5:46 pm
N/A
N/A
Vertex Inc. VERX Westphal Jeffery
10% Owner
750,000 $7.85 11,903,845
(Indirect)
View
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