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
2025-03-19
Sale
2025-03-21
4:03 pm
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
43,228 $35.98 $1,555,515 132
(Direct)
View
2025-03-04
Purchase
2025-03-04
4:57 pm
Vertex Inc. VERX Gayton Bradley M
Director
9,400 $31.85 $299,382 47,535
(Direct)
View
2025-01-22
Sale
2025-01-23
6:39 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
10% Owner
72,000 $56.49 $4,067,286 1,211,100
(Direct)
View
2024-12-17
Sale
2024-12-18
4:13 pm
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
20,000 $53.05 $1,060,932 414,577
(Direct)
View
2024-12-12
Sale
2024-12-16
8:15 pm
Vertex Inc. VERX Westphal Jeffrey
See Remarks
575,000 $53.01 $30,480,750 4,971,822
(Indirect
Direct)
View
2024-12-10
Sale
2024-12-12
6:14 pm
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
381,100 $55.04 $20,974,972 1,914,330
(Indirect
Direct)
View
2024-12-09
Sale
2024-12-11
6:00 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
10% Owner
75,000 $55.01 $4,125,502 1,283,100
(Direct)
View
2024-12-06
Sale
2024-12-10
4:19 pm
Vertex Inc. VERX Stamm John Richard
Director
3,815 $56.11 $214,060 11,720
(Direct)
View
2024-12-06
Sale
2024-12-10
4:18 pm
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
17,900 $56.09 $1,004,089 497,377
(Indirect
Direct)
View
2024-11-26
Sale
2024-11-27
4:17 pm
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
3,020 $55.08 $166,342 1,007
(Direct)
View
2024-11-26
Sale
2024-11-27
4:16 pm
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
25,607 $55.05 $1,409,765 515,178
(Indirect
Direct)
View
2024-11-22
Sale
2024-11-27
08:57 am
Vertex Inc. VERX Stamm John Richard
Director
2,500 $53.81 $134,525 34,158
(Direct)
View
2024-11-20
Sale
2024-11-21
6:56 pm
Vertex Inc. VERX ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
10% Owner
72,000 $52.58 $3,785,737 1,358,100
(Direct)
View
2024-11-14
Sale
2024-11-18
5:58 pm
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
198,151 $49.6 $9,828,118 293,246
(Direct)
View
2024-11-11
Sale
2024-11-13
9:43 pm
Vertex Inc. VERX Westphal Jeffrey
10% Owner
2,485,000 $48.9 $121,516,500 5,546,822
(Indirect
Direct)
View
2024-11-07
Sale
2024-11-12
6:00 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
150,000 $52 $7,799,980 782,706
(Direct)
View
2024-11-07
Sale
2024-11-12
6:00 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
150,000 $51.76 $7,764,424 615,074
(Direct)
View
2024-10-10
Sale
2024-10-15
6:00 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
135,146 $40.42 $5,462,274 932,706
(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
2025-03-19
Exercise
2025-03-21
4:03 pm
N/A
2029-12-20
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
32,105 $0 132
(Direct)
View
2025-03-19
Exercise
2025-03-21
4:03 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
31,098 $3.734 132
(Direct)
View
2025-03-19
Exercise
2025-03-21
4:03 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
1,007 $32.16 132
(Direct)
View
2025-03-04
Exercise
2025-03-06
4:21 pm
N/A
N/A
Vertex Inc. VERX ANDERSEN ERIC C.
Director
22,000 $2.5 105,014
(Direct)
View
2025-03-04
Exercise
2025-03-06
4:21 pm
N/A
2026-03-01
Vertex Inc. VERX ANDERSEN ERIC C.
Director
22,000 $0 105,014
(Direct)
View
2025-02-28
Tax Withholding
2025-03-04
4:12 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
239 $32.29 11,255
(Direct)
View
2025-02-28
Exercise
2025-03-04
4:12 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
867 $0 11,255
(Direct)
View
2025-02-28
Tax Withholding
2025-03-04
4:12 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
932 $32.29 89,624
(Direct)
View
2025-02-28
Exercise
2025-03-04
4:12 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
1,721 $0 89,624
(Direct)
View
2025-02-28
Tax Withholding
2025-03-04
4:11 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
14,613 $32.29 995,364
(Direct)
View
2025-02-28
Exercise
2025-03-04
4:11 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
28,568 $0 995,364
(Direct)
View
2025-02-24
Exercise
2025-02-26
4:21 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
109,232 $0 1,090,642
(Direct)
View
2025-02-24
Tax Withholding
2025-02-26
4:21 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
55,873 $43.64 1,090,642
(Direct)
View
2025-02-21
Exercise
2025-02-25
4:19 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
170,922 $0 1,339,423
(Direct)
View
2025-02-21
Tax Withholding
2025-02-25
4:19 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
84,142 $44.21 1,339,423
(Direct)
View
2025-02-21
Exercise
2025-02-25
4:18 pm
N/A
N/A
Vertex Inc. VERX Leib Ryan J
Chief Accounting Officer
4,035 $0 17,861
(Direct)
View
2025-02-21
Tax Withholding
2025-02-25
4:18 pm
N/A
N/A
Vertex Inc. VERX Leib Ryan J
Chief Accounting Officer
1,150 $44.21 17,861
(Direct)
View
2025-02-21
Exercise
2025-02-25
4:18 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
10,561 $0 35,883
(Direct)
View
2025-02-21
Tax Withholding
2025-02-25
4:18 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
2,904 $44.21 35,883
(Direct)
View
2025-02-21
Exercise
2025-02-25
4:17 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
54,192 $0 221,109
(Direct)
View
2025-02-21
Tax Withholding
2025-02-25
4:17 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
29,346 $44.21 221,109
(Direct)
View
2025-02-20
Option Award
2025-02-24
4:20 pm
N/A
N/A
Vertex Inc. VERX Leib Ryan J
Chief Accounting Officer
9,254 $0 9,254
(Direct)
View
2025-02-20
Option Award
2025-02-24
4:19 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
63,513 $0 63,513
(Direct)
View
2025-02-20
Option Award
2025-02-24
4:18 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
176,057 $0 176,057
(Direct)
View
2025-02-20
Option Award
2025-02-24
4:18 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
11,901 $0 11,901
(Direct)
View
2025-02-10
Tax Withholding
2025-02-12
4:13 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
13,124 $56.02 87,999
(Direct)
View
2025-02-10
Exercise
2025-02-12
4:13 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
24,009 $0 87,999
(Direct)
View
2025-02-10
Tax Withholding
2025-02-12
4:12 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
1,250 $56.02 7,058
(Direct)
View
2025-02-10
Exercise
2025-02-12
4:12 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
4,088 $0 7,058
(Direct)
View
2025-01-31
Tax Withholding
2025-02-04
4:14 pm
N/A
N/A
Vertex Inc. VERX Leib Ryan J
Chief Accounting Officer
1,281 $57.75 14,928
(Direct)
View
2025-01-31
Exercise
2025-02-04
4:14 pm
N/A
N/A
Vertex Inc. VERX Leib Ryan J
Chief Accounting Officer
4,019 $0 14,928
(Direct)
View
2024-12-31
Gift
2025-01-03
8:36 pm
N/A
N/A
Vertex Inc. VERX Westphal Jeffrey
See Remarks
450,000 $0 4,521,822
(Direct)
View
2024-12-20
Conversion(A)
2025-01-03
8:35 pm
N/A
N/A
Vertex Inc. VERX Westphal Jeffrey
See Remarks
450,000 $0 4,971,822
(Direct)
View
2024-12-23
Gift
2024-12-26
6:01 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
37,000 $0 745,706
(Direct)
View
2024-12-23
Gift
2024-12-26
6:00 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
37,000 $0 578,074
(Direct)
View
2024-12-20
Conversion
2024-12-26
10:48 am
N/A
N/A
Vertex Inc. VERX Westphal Jeffrey
See Remarks
450,000 $0 4,971,822
(Indirect)
View
2024-12-17
Exercise
2024-12-18
4:13 pm
2022-02-05
2030-02-05
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
20,000 $0 414,577
(Direct)
View
2024-12-17
Exercise
2024-12-18
4:13 pm
N/A
N/A
Vertex Inc. VERX SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
20,000 $4.7 414,577
(Direct)
View
2024-12-12
Conversion
2024-12-16
8:15 pm
N/A
N/A
Vertex Inc. VERX Westphal Jeffrey
See Remarks
575,000 $0 4,971,822
(Indirect)
View
2024-12-10
Exercise
2024-12-12
6:14 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
381,100 $2.5 1,914,330
(Direct)
View
2024-12-10
Exercise
2024-12-12
6:14 pm
N/A
2026-10-31
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
724,993 $0 1,914,330
(Direct)
View
2024-12-12
Exercise
2024-12-12
6:14 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
343,893 $0.153 1,914,330
(Direct)
View
2024-11-26
Exercise
2024-11-27
4:17 pm
N/A
2031-03-01
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
3,020 $0 1,007
(Direct)
View
2024-11-26
Exercise
2024-11-27
4:17 pm
N/A
N/A
Vertex Inc. VERX Rowland Bryan T.R.
GENERAL COUNSEL
3,020 $32.16 1,007
(Direct)
View
2024-11-22
Gift
2024-11-27
08:57 am
N/A
N/A
Vertex Inc. VERX Stamm John Richard
Director
1,100 $0 34,158
(Direct)
View
2024-11-22
Exercise
2024-11-27
08:57 am
N/A
2029-12-20
Vertex Inc. VERX Stamm John Richard
Director
2,500 $0 34,158
(Direct)
View
2024-11-22
Exercise
2024-11-27
08:57 am
N/A
N/A
Vertex Inc. VERX Stamm John Richard
Director
2,500 $3.734 34,158
(Direct)
View
2024-11-11
Conversion
2024-11-13
9:43 pm
N/A
N/A
Vertex Inc. VERX Westphal Jeffrey
10% Owner
2,485,000 $0 5,546,822
(Indirect)
View
2024-10-30
Gift
2024-11-01
4:41 pm
N/A
N/A
Vertex Inc. VERX DeStefano David
PRESIDENT & CEO
210,084 $0 491,397
(Direct)
View
(A) Indicate amendment filing.
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