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.
Goto Prev, 0, 1, 2, 3, 4, 5, 6
Common stock purchase or sale:
Transaction
Date
Reported
DateTime
Company Symbol Insider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2020-07-31
Purchase
2021-05-13
5:43 pm
Vertex Inc. VERX Robert Kevin L
Director
7,895 $19 $150,005 28,232
(Direct)
View
2020-07-31
Purchase
2021-05-13
5:41 pm
Vertex Inc. VERX Radcliffe Amanda Westphal
Director
84,210 $19 $1,599,990 100,599
(Direct)
View
2020-07-31
Sale
2020-07-31
5:35 pm
Vertex Inc. VERX DeStefano David
President & CEO
160,922 $17.77 $2,858,779 911,420
(Direct)
View
2020-07-31
Sale
2020-07-31
5:35 pm
Vertex Inc. VERX Kyle Terrence
Director
56,108 $17.77 $996,759 102,409
(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
2021-05-12
Exercise
2021-05-14
9:27 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
President & CEO
30,000 $0.153 911,420
(Direct)
View
2021-05-12
Exercise
2021-05-14
9:27 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
President & CEO
30,000 $0 911,420
(Direct)
View
2021-05-11
Option Award
2021-05-13
5:47 pm
N/A
N/A
Vertex Inc. VERX Kyle Terrence
Director
8,494 $0 56,011
(Direct)
View
2021-05-11
Option Award
2021-05-13
5:46 pm
N/A
N/A
Vertex Inc. VERX Thompson Stefanie Westphal
Director
8,494 $0 16,389
(Direct)
View
2021-05-11
Option Award
2021-05-13
5:45 pm
N/A
N/A
Vertex Inc. VERX ANDERSEN ERIC C.
Director
8,494 $0 109,811
(Direct)
View
2021-05-11
Option Award
2021-05-13
5:44 pm
N/A
N/A
Vertex Inc. VERX Stamm John Richard
Director
8,494 $0 67,706
(Direct)
View
2021-05-11
Option Award
2021-05-13
5:43 pm
N/A
N/A
Vertex Inc. VERX Robert Kevin L
Director
8,494 $0 28,232
(Direct)
View
2021-05-11
Option Award
2021-05-13
5:41 pm
N/A
N/A
Vertex Inc. VERX Radcliffe Amanda Westphal
Director
8,494 $0 100,599
(Direct)
View
2021-05-07
Conversion
2021-05-11
5:35 pm
N/A
N/A
Vertex Inc. VERX Westphal Jeffery
10% Owner
12,100,000 $0 29,602,181
(Indirect)
View
2020-12-30
Ownership
2021-02-11
4:30 pm
N/A
N/A
Vertex Inc. VERX Westphal Jeffery
Director
10% Owner
300,000 $0 7,895
(Direct)
View
2020-12-30
Conversion
2021-01-04
4:31 pm
N/A
N/A
Vertex Inc. VERX Westphal Jeffery
Director
10% Owner
300,000 $0 30,011,948
(Direct)
View
2020-08-12
Exercise
2020-08-14
4:02 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
President & CEO
200,000 $0.153 911,420
(Direct)
View
2020-08-12
Exercise
2020-08-14
4:02 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
President & CEO
200,000 $0 911,420
(Direct)
View
2020-07-29
Exercise
2020-07-31
5:35 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
President & CEO
390,107 $0.153 911,420
(Direct)
View
2020-07-28
Option Award
2020-07-31
5:35 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
President & CEO
210,527 $0 911,420
(Direct)
View
2020-07-29
Tax Withholding
2020-07-31
5:35 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
President & CEO
164,185 $19 911,420
(Direct)
View
2020-07-29
Exercise
2020-07-31
5:35 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
President & CEO
390,107 $0 911,420
(Direct)
View
2020-07-28
Option Award
2020-07-31
5:35 pm
N/A
N/A
Vertex Inc. VERX Kyle Terrence
Director
38,159 $0 102,409
(Direct)
View
2020-07-29
Exercise
2020-07-31
5:35 pm
N/A
N/A
Vertex Inc. VERX Kyle Terrence
Director
56,108 $0.419 102,409
(Direct)
View
2020-07-28
Tax Withholding
2020-07-31
5:35 pm
N/A
N/A
Vertex Inc. VERX Kyle Terrence
Director
1,418 $19 102,409
(Direct)
View
2020-07-28
Exercise
2020-07-31
5:35 pm
N/A
2020-12-31
Vertex Inc. VERX Kyle Terrence
Director
66,884 $0 102,409
(Direct)
View
2020-07-28
Exercise
2020-07-31
5:35 pm
N/A
N/A
Vertex Inc. VERX Kyle Terrence
Director
10,776 $2.5 102,409
(Direct)
View

Ownership
2020-07-29
9:59 pm
N/A
N/A
Vertex Inc. VERX ITEM SECOND IRREVOCABLE TRUST FBO KAILEY RADCLIFFE u/a of AMANDA W RADCLIFFE dated 10/05/2001
13(d) Group Member
10% Owner
0 $0 2,643,639
(Direct)
View

Ownership
2020-07-29
9:59 pm
N/A
N/A
Vertex Inc. VERX THIRD PARTY FUNDED SPECIAL NEEDS TRUST FOR CALLUM W. RADCLIFFE u/a of AMANDA W RADCLIFFE dated May 15 2015
13(d) Group Member
10% Owner
0 $0 2,643,639
(Direct)
View

Ownership
2020-07-29
9:57 pm
N/A
N/A
Vertex Inc. VERX Westphal Jeffery
Director
10% Owner
0 $0 30,011,948
(Direct)
View

Ownership
2020-07-29
9:55 pm
N/A
N/A
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO SAMANTHA W. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001
13(d) Group Member
10% Owner
0 $0 1,968,066
(Direct)
View

Ownership
2020-07-29
9:52 pm
N/A
N/A
Vertex Inc. VERX Stamm John Richard
Director
0 $0 101,335
(Direct)
View

Ownership
2020-07-29
9:52 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
General Counsel
0 $0 314,083
(Direct)
View

Ownership
2020-07-29
9:52 pm
N/A
N/A
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001
13(d) Group Member
10% Owner
0 $0 1,981,224
(Direct)
View

Ownership
2020-07-29
9:52 pm
N/A
N/A
Vertex Inc. VERX Butler Lisa
Chief Accounting Officer
0 $0 451,301
(Direct)
View

Ownership
2020-07-29
9:52 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
Chief Financial Officer
0 $0 499,105
(Direct)
View

Ownership
2020-07-29
9:10 pm
N/A
N/A
Vertex Inc. VERX 2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON
13(d) Group Member
10% Owner
0 $0 105,263
(Direct)
View

Ownership
2020-07-29
9:09 pm
N/A
N/A
Vertex Inc. VERX 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
13(d) Group Member
10% Owner
0 $0 263,158
(Direct)
View

Ownership
2020-07-29
9:07 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
0 $0 2,589,000
(Direct)
View

Ownership
2020-07-29
9:06 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
0 $0 2,325,842
(Direct)
View

Ownership
2020-07-29
9:05 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
0 $0 2,589,000
(Direct)
View

Ownership
2020-07-29
9:05 pm
N/A
N/A
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001
13(d) Group Member
10% Owner
0 $0 1,941,750
(Direct)
View

Ownership
2020-07-29
9:04 pm
N/A
N/A
Vertex Inc. VERX Kyle Terrence
Director
0 $0 561,075
(Direct)
View

Ownership
2020-07-29
9:04 pm
N/A
N/A
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001
13(d) Group Member
10% Owner
0 $0 1,941,750
(Direct)
View

Ownership
2020-07-29
9:04 pm
N/A
N/A
Vertex Inc. VERX Thompson Stefanie Westphal
Director
10% Owner
0 $0 34,484,211
(Direct)
View

Ownership
2020-07-29
9:04 pm
N/A
N/A
Vertex Inc. VERX Radcliffe Amanda Westphal
Director
10% Owner
0 $0 32,299,347
(Direct)
View

Ownership
2020-07-29
9:03 pm
N/A
N/A
Vertex Inc. VERX Robert Kevin L
Director
0 $0 252,401
(Direct)
View

Ownership
2020-07-29
9:03 pm
N/A
N/A
Vertex Inc. VERX ITEM SECOND IRREVOCABLE TRUST FBO ANTOINETTE R. RADCLIFFE u/a of AMANDA W RADCLIFFE dated 10/05/2001
13(d) Group Member
10% Owner
0 $0 2,643,639
(Direct)
View

Ownership
2020-07-29
9:02 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
President & CEO
0 $0 3,184,067
(Direct)
View

Ownership
2020-07-29
9:02 pm
N/A
N/A
Vertex Inc. VERX ANDERSEN ERIC C.
Director
0 $0 341,875
(Direct)
View
Goto Prev, 0, 1, 2, 3, 4, 5, 6