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
2022-09-13
Sale
2022-09-15
4:57 pm
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
47,793 $14.61 $698,398 104,090
(Direct)
View
2022-07-29
Sale
2022-08-02
4:55 pm
Vertex Inc. VERX Westphal Jeffery
10% Owner
5,000,000 $7.35 $36,750,000 12,653,845
(Indirect
Direct)
View
2022-07-11
Sale
2022-07-13
5:04 pm
Vertex Inc. VERX Westphal Jeffery
10% Owner
71,549 $11.35 $812,384 17,653,845
(Indirect
Direct)
View
2022-07-08
Sale
2022-07-12
5:56 pm
Vertex Inc. VERX Westphal Jeffery
10% Owner
25,343 $12.02 $304,501 17,725,394
(Indirect
Direct)
View
2022-07-07
Sale
2022-07-08
4:30 pm
Vertex Inc. VERX Westphal Jeffery
10% Owner
6,723 $12.03 $80,907 17,750,737
(Indirect
Direct)
View
2022-06-30
Sale
2022-07-05
4:30 pm
Vertex Inc. VERX Westphal Jeffery
10% Owner
211,855 $11.25 $2,382,375 17,757,460
(Indirect
Direct)
View
2022-06-13
Sale
2022-06-15
4:18 pm
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
50,355 $9.6568 $486,269 25,937
(Direct)
View
2022-05-23
Sale
2022-05-25
4:05 pm
Vertex Inc. VERX Westphal Jeffery
10% Owner
48,580 $12.01 $583,577 12,469,315
(Indirect
Direct)
View
2022-03-16
Sale
2022-03-17
4:28 pm
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
20,000 $13 $260,000 76,292
(Direct)
View
2022-03-15
Purchase
2022-03-16
4:06 pm
Vertex Inc. VERX Radcliffe Amanda Westphal
Director
10% Owner
7,825 $12.91 $101,050 108,424
(Direct)
View
2020-07-31
Purchase
2022-02-14
2:11 pm
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
2,894 $19 $54,986 101,616
(Direct)
View
2022-01-11
Sale
2022-01-13
3:41 pm
Vertex Inc. VERX Westphal Jeffery
10% Owner
800,000 $14.6 $11,680,000 12,517,895
(Indirect
Direct)
View
2021-12-03
Sale
2021-12-06
4:21 pm
Vertex Inc. VERX Stamm John Richard
Director
12,000 $16.88 $202,560 31,028
(Direct)
View
2021-11-18
Sale
2021-11-19
4:21 pm
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
20,602 $20.47 $421,785 49,690
(Direct)
View
2021-08-19
Sale
2021-08-25
4:30 pm
Vertex Inc. VERX Stamm John Richard
Director
8,678 $19.17 $166,392 43,028
(Direct)
View
2021-06-15
Sale
2021-06-17
4:31 pm
Vertex Inc. VERX Stamm John Richard
Director
16,000 $18.98 $303,728 51,706
(Direct)
View
2020-07-31
Purchase
2021-06-15
4:41 pm
Vertex Inc. VERX Butler Lisa
Chief Accounting Officer
2,894 $19 $54,986 96,239
(Direct)
View
2021-06-09
Sale
2021-06-15
4:41 pm
Vertex Inc. VERX Butler Lisa
Chief Accounting Officer
84,000 $18.82 $1,580,796 96,239
(Direct)
View
2021-06-07
Sale
2021-06-09
7:16 pm
Vertex Inc. VERX ANDERSEN ERIC C.
Director
21,317 $18.35 $391,094 88,494
(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
2022-09-13
Exercise
2022-09-15
4:57 pm
N/A
2026-02-02
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
25,000 $0 104,090
(Direct)
View
2022-09-13
Exercise
2022-09-15
4:57 pm
N/A
N/A
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
25,000 $2.5 104,090
(Direct)
View

Ownership
2022-08-05
5:31 pm
N/A
N/A
Vertex Inc. VERX Tensile Capital Management LP
10% Owner
0 $0 5,970,258
(Indirect)
View
2022-06-21
Conversion
2022-06-22
4:18 pm
N/A
N/A
Vertex Inc. VERX Westphal Jeffery
10% Owner
5,500,000 $0 28,753,601
(Indirect)
View
2022-06-14
Option Award
2022-06-15
4:25 pm
N/A
N/A
Vertex Inc. VERX Saunders Philip Seth
Director
15,121 $0 15,121
(Direct)
View
2022-06-14
Option Award
2022-06-15
4:24 pm
N/A
N/A
Vertex Inc. VERX Gayton Bradley M
Director
15,121 $0 23,615
(Direct)
View
2022-06-14
Option Award
2022-06-15
4:23 pm
N/A
N/A
Vertex Inc. VERX Thompson Stefanie Westphal
Director
10% Owner
15,121 $0 31,510
(Direct)
View
2022-06-14
Option Award
2022-06-15
4:22 pm
N/A
N/A
Vertex Inc. VERX Radcliffe Amanda Westphal
Director
10% Owner
15,121 $0 123,545
(Direct)
View
2022-06-14
Option Award
2022-06-15
4:22 pm
N/A
N/A
Vertex Inc. VERX Robert Kevin L
Director
15,121 $0 43,353
(Direct)
View
2022-06-14
Option Award
2022-06-15
4:21 pm
N/A
N/A
Vertex Inc. VERX Stamm John Richard
Director
15,121 $0 46,149
(Direct)
View
2022-06-14
Option Award
2022-06-15
4:19 pm
N/A
N/A
Vertex Inc. VERX ANDERSEN ERIC C.
Director
15,121 $0 103,615
(Direct)
View
2022-02-24
Option Award
2022-02-28
2:57 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
436,930 $0 436,930
(Direct)
View
2022-02-10
Option Award
2022-02-14
2:14 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
16,352 $0 66,283
(Direct)
View
2022-02-10
Option Award
2022-02-14
2:13 pm
N/A
N/A
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
17,937 $0 17,937
(Direct)
View
2022-02-10
Option Award
2022-02-14
2:11 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
96,037 $0 101,616
(Direct)
View
2022-01-28
Exercise
2022-01-31
4:02 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
7,000 $0 911,473
(Direct)
View
2022-01-28
Exercise
2022-01-31
4:02 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
7,000 $0.153 911,473
(Direct)
View
2021-11-30
Conversion
2021-12-01
4:39 pm
N/A
N/A
Vertex Inc. VERX Westphal Jeffery
10% Owner
1,210,000 $0 29,602,181
(Indirect)
View
2021-03-10
Exercise
2021-11-12
4:26 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
55,000 $0 1,158,544
(Direct)
View
2021-03-10
Exercise
2021-11-12
4:26 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
55,000 $0.153 1,158,544
(Direct)
View
2021-03-01
Option Award
2021-11-12
4:26 pm
N/A
2031-03-01
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
247,071 $0 1,158,544
(Direct)
View
2021-03-01
Option Award
2021-11-12
4:25 pm
N/A
2031-03-01
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
14,935 $0 17,567
(Direct)
View
2021-03-01
Option Award
2021-11-12
4:24 pm
N/A
2031-03-01
Vertex Inc. VERX Butler Lisa
CHIEF ACCOUNTING OFFICER
5,039 $0 101,278
(Direct)
View
2021-03-17
Exercise
2021-11-12
4:22 pm
N/A
2029-02-07
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
124,626 $0 202,413
(Direct)
View
2021-03-17
Tax Withholding
2021-11-12
4:22 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
57,436 $25.67 202,413
(Direct)
View
2021-03-17
Exercise
2021-11-12
4:22 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
62,196 $3.734 202,413
(Direct)
View
2021-03-17
Exercise
2021-11-12
4:22 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
62,430 $3.167 202,413
(Direct)
View
2021-03-01
Option Award
2021-11-12
4:22 pm
N/A
2031-03-01
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
7,492 $0 202,413
(Direct)
View
2020-07-28
Tax Withholding(A)
2021-11-12
4:21 pm
N/A
N/A
Vertex Inc. VERX Kyle Terrence
Director
0 $0 57,429
(Direct)
View
2021-04-05
Exercise
2021-06-15
4:41 pm
N/A
2025-02-05
Vertex Inc. VERX Butler Lisa
Chief Accounting Officer
315,000 $0 96,239
(Direct)
View
2021-04-05
Tax Withholding
2021-06-15
4:41 pm
N/A
N/A
Vertex Inc. VERX Butler Lisa
Chief Accounting Officer
148,207 $22.58 96,239
(Direct)
View
2021-04-05
Exercise
2021-06-15
4:41 pm
N/A
N/A
Vertex Inc. VERX Butler Lisa
Chief Accounting Officer
315,000 $2.154 96,239
(Direct)
View
2021-05-11
Option Award
2021-05-21
4:53 pm
N/A
N/A
Vertex Inc. VERX Gayton Bradley M
Director
8,494 $0 8,494
(Direct)
View
(A) Indicate amendment filing.
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