Insider Transactions in Q1 2023 at Vertex, Inc. (VERX)
Insider Transaction List (Q1 2023)
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Mar 31
2023
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
32,367
-15.07%
|
$647,340
$20.77 P/Share
|
|
Mar 31
2023
|
Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
32,367
-15.07%
|
$647,340
$20.77 P/Share
|
|
Mar 31
2023
|
Item Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
BUY
Conversion of derivative security
|
Direct |
2,589,000
+50.0%
|
-
|
|
Mar 30
2023
|
Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
35,766
-14.28%
|
$715,320
$20.52 P/Share
|
|
Mar 30
2023
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
35,766
-14.28%
|
$715,320
$20.52 P/Share
|
|
Mar 29
2023
|
Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
43,754
-14.87%
|
$831,326
$19.68 P/Share
|
|
Mar 29
2023
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
43,754
-14.87%
|
$831,326
$19.68 P/Share
|
|
Mar 28
2023
|
Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
5,731
-1.91%
|
$108,889
$19.18 P/Share
|
|
Mar 28
2023
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
5,730
-1.91%
|
$108,870
$19.18 P/Share
|
|
Mar 22
2023
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
10,533
-3.39%
|
$189,594
$18.23 P/Share
|
|
Mar 22
2023
|
Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
10,534
-3.39%
|
$189,612
$18.23 P/Share
|
|
Mar 21
2023
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
11,379
-3.53%
|
$204,822
$18.25 P/Share
|
|
Mar 21
2023
|
Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
11,378
-3.53%
|
$204,804
$18.25 P/Share
|
|
Mar 20
2023
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
2,354
-0.73%
|
$42,372
$18.25 P/Share
|
|
Mar 20
2023
|
Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
2,355
-0.73%
|
$42,390
$18.25 P/Share
|
|
Mar 17
2023
|
Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
30,153
-8.51%
|
$542,754
$18.29 P/Share
|
|
Mar 17
2023
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
30,153
-8.51%
|
$542,754
$18.29 P/Share
|
|
Mar 16
2023
|
Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
73,262
-17.13%
|
$1,318,716
$18.59 P/Share
|
|
Mar 16
2023
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
73,262
-17.13%
|
$1,318,716
$18.59 P/Share
|
|
Mar 16
2023
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
1,375,164
-8.05%
|
$24,752,952
$18.18 P/Share
|
|
Mar 15
2023
|
Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
27,417
-6.02%
|
$493,506
$18.42 P/Share
|
|
Mar 15
2023
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
27,417
-6.02%
|
$493,506
$18.42 P/Share
|
|
Mar 15
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Open market or private sale
|
Direct |
10,000
-97.56%
|
$180,000
$18.09 P/Share
|
|
Mar 15
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
10,000
+49.38%
|
$20,000
$2.5 P/Share
|
|
Mar 15
2023
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
110,325
-1.25%
|
$1,985,850
$18.51 P/Share
|
|
Mar 14
2023
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
23,884
-0.27%
|
$429,912
$18.67 P/Share
|
|
Mar 14
2023
|
Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
24,588
-5.13%
|
$442,584
$18.59 P/Share
|
|
Mar 14
2023
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
24,588
-5.13%
|
$442,584
$18.59 P/Share
|
|
Mar 13
2023
|
John Richard Stamm |
SELL
Open market or private sale
|
Direct |
11,843
-25.66%
|
$213,174
$18.37 P/Share
|
|
Mar 13
2023
|
Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
17,376
-3.5%
|
$312,768
$18.21 P/Share
|
|
Mar 13
2023
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
17,376
-3.5%
|
$312,768
$18.21 P/Share
|
|
Mar 10
2023
|
Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
2,937
-0.59%
|
$52,866
$18.07 P/Share
|
|
Mar 10
2023
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
2,938
-0.59%
|
$52,884
$18.07 P/Share
|
|
Mar 09
2023
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
35,084
-0.4%
|
$631,512
$18.85 P/Share
|
|
Mar 08
2023
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
62,857
-0.7%
|
$1,131,426
$18.63 P/Share
|
|
Mar 08
2023
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Open market or private sale
|
Direct |
81,729
-64.57%
|
$1,307,664
$16.52 P/Share
|
|
Mar 08
2023
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
31,098
+26.64%
|
$93,294
$3.73 P/Share
|
|
Mar 08
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Open market or private sale
|
Direct |
22,894
-89.23%
|
$366,304
$16.46 P/Share
|
|
Mar 08
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
20,000
+46.36%
|
$40,000
$2.5 P/Share
|
|
Mar 06
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Open market or private sale
|
Direct |
763
-19.53%
|
$11,445
$15.29 P/Share
|
|
Mar 02
2023
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
50,000
-0.56%
|
$750,000
$15.66 P/Share
|
|
Mar 01
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
390
-9.08%
|
$5,850
$15.6 P/Share
|
|
Mar 01
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
1,153
+21.16%
|
-
|
|
Mar 01
2023
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Payment of exercise price or tax liability
|
Direct |
568
-1.03%
|
$8,520
$15.6 P/Share
|
|
Mar 01
2023
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
1,732
+3.05%
|
-
|
|
Mar 01
2023
|
David De Stefano PRESIDENT & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
29,266
-7.54%
|
$438,990
$15.6 P/Share
|
|
Mar 01
2023
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
57,136
+12.83%
|
-
|
|
Mar 01
2023
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
1,247
-5.08%
|
$18,705
$15.6 P/Share
|
|
Mar 01
2023
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
3,441
+12.29%
|
-
|
|
Mar 01
2023
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
38,916
-0.43%
|
$583,740
$15.73 P/Share
|