Insider Transactions in Q1 2024 at Vertex, Inc. (VERX)
Insider Transaction List (Q1 2024)
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Mar 04
2024
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
2,291,537
-49.42%
|
$71,037,647
$31.55 P/Share
|
|
Mar 01
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
26,685
-9.48%
|
$880,605
$33.62 P/Share
|
|
Mar 01
2024
|
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 |
26,609
-1.95%
|
$878,097
$33.62 P/Share
|
|
Mar 01
2024
|
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 |
14,078
-0.88%
|
$464,574
$33.58 P/Share
|
|
Mar 01
2024
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
124,770
-2.62%
|
$4,117,410
$33.74 P/Share
|
|
Mar 01
2024
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
932
-1.72%
|
$30,756
$33.55 P/Share
|
|
Mar 01
2024
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
1,721
+3.09%
|
-
|
|
Mar 01
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
14,613
-2.0%
|
$482,229
$33.55 P/Share
|
|
Mar 01
2024
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
28,568
+3.77%
|
-
|
|
Mar 01
2024
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
165
-1.9%
|
$5,445
$33.55 P/Share
|
|
Mar 01
2024
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
576
+6.21%
|
-
|
|
Mar 01
2024
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Payment of exercise price or tax liability
|
Direct |
239
-2.89%
|
$7,887
$33.55 P/Share
|
|
Mar 01
2024
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
866
+9.49%
|
-
|
|
Feb 29
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
247,903
-26.07%
|
$7,684,993
$31.0 P/Share
|
|
Feb 29
2024
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
450,000
+32.12%
|
$900,000
$2.5 P/Share
|
|
Feb 24
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
55,873
-10.03%
|
$1,340,952
$24.71 P/Share
|
|
Feb 24
2024
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
109,233
+16.4%
|
-
|
|
Feb 23
2024
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
16,411
-23.88%
|
$393,864
$24.71 P/Share
|
|
Feb 23
2024
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
30,305
+30.6%
|
-
|
|
Feb 23
2024
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
1,943
-19.29%
|
$46,632
$24.71 P/Share
|
|
Feb 23
2024
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
6,854
+40.49%
|
-
|
|
Feb 23
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
45,957
-9.31%
|
$1,102,968
$24.71 P/Share
|
|
Feb 23
2024
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
101,395
+17.04%
|
-
|
|
Feb 23
2024
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Payment of exercise price or tax liability
|
Direct |
1,784
-19.44%
|
$42,816
$24.71 P/Share
|
|
Feb 23
2024
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
6,428
+41.2%
|
-
|
|
Feb 15
2024
|
Eric C. Andersen |
SELL
Open market or private sale
|
Direct |
10,000
-11.45%
|
$250,000
$25.88 P/Share
|
|
Feb 13
2024
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
8,904
-18.81%
|
$231,504
$26.58 P/Share
|
|
Feb 13
2024
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
24,009
+33.66%
|
-
|
|
Feb 13
2024
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
1,516
-32.02%
|
$39,416
$26.58 P/Share
|
|
Feb 13
2024
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
4,484
+48.64%
|
-
|
|
Feb 13
2024
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Payment of exercise price or tax liability
|
Direct |
1,341
-32.8%
|
$34,866
$26.58 P/Share
|
|
Feb 13
2024
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
4,088
+50.0%
|
-
|