Insider Transactions in Q4 2024 at Vertex, Inc. (VERX)
Insider Transaction List (Q4 2024)
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Dec 23
2024
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Bona fide gift
|
Direct |
37,000
-6.02%
|
-
|
|
Dec 23
2024
|
Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Bona fide gift
|
Direct |
37,000
-4.73%
|
-
|
|
Dec 20
2024
|
Jeffery Westphal |
BUY
Conversion of derivative security
|
Direct |
450,000
+49.57%
|
-
|
|
Dec 17
2024
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Open market or private sale
|
Direct |
20,000
-27.36%
|
$1,060,000
$53.05 P/Share
|
|
Dec 17
2024
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
20,000
+21.48%
|
$80,000
$4.7 P/Share
|
|
Dec 12
2024
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
575,000
-100.0%
|
$30,475,000
$53.01 P/Share
|
|
Dec 12
2024
|
Jeffery Westphal |
BUY
Conversion of derivative security
|
Indirect |
575,000
+50.0%
|
-
|
|
Dec 12
2024
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
343,893
+35.05%
|
$0
$0.15 P/Share
|
|
Dec 11
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
216,268
-42.44%
|
$11,894,740
$55.04 P/Share
|
|
Dec 11
2024
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
216,268
+29.79%
|
$432,536
$2.5 P/Share
|
|
Dec 10
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
164,832
-18.01%
|
$9,065,760
$55.28 P/Share
|
|
Dec 10
2024
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
164,832
+26.46%
|
$329,664
$2.5 P/Share
|
|
Dec 10
2024
|
Item Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
61,654
-4.58%
|
$3,329,316
$54.98 P/Share
|
|
Dec 09
2024
|
Item Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
13,346
-0.98%
|
$734,030
$55.13 P/Share
|
|
Dec 06
2024
|
John Richard Stamm |
SELL
Open market or private sale
|
Direct |
3,815
-24.56%
|
$213,640
$56.11 P/Share
|
|
Dec 06
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Indirect |
17,900
-4.06%
|
$984,500
$55.77 P/Share
|
|
Nov 26
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Indirect |
25,607
-10.34%
|
$1,408,385
$55.05 P/Share
|
|
Nov 26
2024
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Open market or private sale
|
Direct |
3,020
-100.0%
|
$166,100
$55.08 P/Share
|
|
Nov 26
2024
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
3,020
+50.0%
|
$96,640
$32.16 P/Share
|
|
Nov 22
2024
|
John Richard Stamm |
SELL
Open market or private sale
|
Direct |
2,500
-13.86%
|
$132,500
$53.81 P/Share
|
|
Nov 22
2024
|
John Richard Stamm |
BUY
Exercise of conversion of derivative security
|
Direct |
2,500
+12.17%
|
$7,500
$3.73 P/Share
|
|
Nov 22
2024
|
John Richard Stamm |
SELL
Bona fide gift
|
Direct |
1,100
-6.61%
|
-
|
|
Nov 21
2024
|
Item Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
31,034
-2.23%
|
$1,644,802
$53.13 P/Share
|
|
Nov 20
2024
|
Item Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
40,966
-2.86%
|
$2,130,232
$52.16 P/Share
|
|
Nov 18
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
22,275
-7.06%
|
$1,091,475
$49.55 P/Share
|
|
Nov 15
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
16,769
-5.05%
|
$821,681
$49.57 P/Share
|
|
Nov 14
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
159,107
-32.38%
|
$7,796,243
$49.61 P/Share
|
|
Nov 11
2024
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
2,485,000
-100.0%
|
$119,280,000
$48.9 P/Share
|
|
Nov 11
2024
|
Jeffery Westphal |
BUY
Conversion of derivative security
|
Indirect |
2,485,000
+50.0%
|
-
|
|
Nov 11
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 |
8,485
-1.07%
|
$415,765
$49.5 P/Share
|
|
Nov 08
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 |
58,780
-8.72%
|
$3,056,560
$52.26 P/Share
|
|
Nov 08
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 |
114,870
-12.68%
|
$5,973,240
$52.32 P/Share
|
|
Nov 07
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 |
91,220
-11.92%
|
$4,652,220
$51.44 P/Share
|
|
Nov 07
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 |
26,645
-2.86%
|
$1,358,895
$51.4 P/Share
|
|
Oct 30
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Bona fide gift
|
Direct |
210,084
-29.95%
|
-
|
|
Oct 14
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 |
56,419
-5.7%
|
$2,256,760
$40.77 P/Share
|
|
Oct 11
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 |
42,765
-5.29%
|
$1,710,600
$40.48 P/Share
|
|
Oct 11
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 |
46,098
-4.45%
|
$1,843,920
$40.48 P/Share
|
|
Oct 10
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 |
32,410
-3.86%
|
$1,263,990
$39.73 P/Share
|
|
Oct 10
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 |
32,629
-3.06%
|
$1,272,531
$39.73 P/Share
|
|
Oct 09
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 |
48,957
-5.51%
|
$2,007,237
$41.31 P/Share
|
|
Oct 09
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 |
49,114
-4.4%
|
$2,013,674
$41.31 P/Share
|
|
Oct 08
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 |
27,732
-3.02%
|
$1,137,012
$41.32 P/Share
|
|
Oct 08
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 |
28,027
-2.45%
|
$1,149,107
$41.32 P/Share
|
|
Oct 07
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 |
48,136
-4.99%
|
$1,973,576
$41.02 P/Share
|
|
Oct 07
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 |
52,713
-4.4%
|
$2,161,233
$41.02 P/Share
|
|
Oct 03
2024
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
1,225,000
-100.0%
|
$47,775,000
$39.42 P/Share
|
|
Oct 03
2024
|
Jeffery Westphal |
BUY
Conversion of derivative security
|
Indirect |
170,359
+12.21%
|
-
|