Latest Insider Transactions at Vertex, Inc. (VERX)
This section provides a real-time view of insider transactions for Vertex, Inc. (VERX). The data is sourced from Form 4 filings with the SEC, which are filed by insiders of Vertex, Inc. to disclose their transactions in the company's securities. By reviewing this information, investors can gain insights into the trading activity of Vertex, Inc.'s insiders and make more informed investment decisions.
Insider Transaction List
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Aug 26
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 |
158,900
-10.0%
|
$5,879,300
$37.27 P/Share
|
|
Aug 22
2024
|
John Richard Stamm |
SELL
Open market or private sale
|
Direct |
16,000
-42.51%
|
$560,000
$35.95 P/Share
|
|
Aug 22
2024
|
John Richard Stamm |
BUY
Exercise of conversion of derivative security
|
Direct |
16,000
+29.83%
|
$48,000
$3.73 P/Share
|
|
Aug 22
2024
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Open market or private sale
|
Direct |
25,000
-32.01%
|
$875,000
$35.81 P/Share
|
|
Aug 22
2024
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
25,000
+24.25%
|
$100,000
$4.7 P/Share
|
|
Aug 20
2024
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Open market or private sale
|
Direct |
38,176
-89.29%
|
$1,336,160
$35.72 P/Share
|
|
Aug 20
2024
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
30,000
+44.0%
|
$90,000
$3.73 P/Share
|
|
Aug 13
2024
|
Eric C. Andersen |
SELL
Open market or private sale
|
Direct |
140,000
-37.92%
|
$5,040,000
$36.16 P/Share
|
|
Aug 13
2024
|
Eric C. Andersen |
BUY
Exercise of conversion of derivative security
|
Direct |
140,000
+38.57%
|
$280,000
$2.5 P/Share
|
|
Jul 23
2024
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
1,500,000
-58.72%
|
$55,500,000
$37.81 P/Share
|
|
Jun 12
2024
|
Eric C. Andersen |
BUY
Grant, award, or other acquisition
|
Direct |
5,705
+6.43%
|
-
|
|
Jun 12
2024
|
John Richard Stamm |
BUY
Grant, award, or other acquisition
|
Direct |
5,705
+20.87%
|
-
|
|
Jun 12
2024
|
Bradley M Gayton |
BUY
Grant, award, or other acquisition
|
Direct |
5,705
+13.01%
|
-
|
|
Jun 12
2024
|
Amanda Westphal Radcliffe |
BUY
Grant, award, or other acquisition
|
Direct |
5,705
+3.97%
|
-
|
|
Jun 12
2024
|
Stefanie Westphal Thompson |
BUY
Grant, award, or other acquisition
|
Direct |
5,705
+11.03%
|
-
|
|
Jun 12
2024
|
Philip Seth Saunders |
BUY
Grant, award, or other acquisition
|
Direct |
5,705
+16.14%
|
-
|
|
Jun 05
2024
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
1,500,000
-36.99%
|
$48,000,000
$32.93 P/Share
|
|
Apr 30
2024
|
Jeffery Westphal |
BUY
Conversion of derivative security
|
Indirect |
2,500,000
+38.14%
|
-
|
|
Apr 05
2024
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
791,133
-33.73%
|
$23,733,990
$30.05 P/Share
|
|
Mar 27
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
30,692
-100.0%
|
$920,760
$30.22 P/Share
|
|
Mar 26
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 |
27,128
-2.73%
|
$813,840
$30.27 P/Share
|
|
Mar 26
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
50,669
-62.28%
|
$1,520,070
$30.23 P/Share
|
|
Mar 25
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
47,522
-36.87%
|
$1,425,660
$30.09 P/Share
|
|
Mar 25
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 |
47,571
-4.58%
|
$1,427,130
$30.09 P/Share
|
|
Mar 25
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 |
2,859
-0.24%
|
$85,770
$30.03 P/Share
|
|
Mar 21
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
100
-0.08%
|
$3,000
$30.0 P/Share
|
|
Mar 21
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 |
100
-0.01%
|
$3,000
$30.0 P/Share
|
|
Mar 21
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 |
100
-0.01%
|
$3,000
$30.0 P/Share
|
|
Mar 20
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
10,926
-7.81%
|
$327,780
$30.04 P/Share
|
|
Mar 20
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 |
10,917
-1.04%
|
$327,510
$30.04 P/Share
|
|
Mar 20
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 |
10,955
-0.9%
|
$328,650
$30.04 P/Share
|
|
Mar 19
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
30,954
-18.12%
|
$928,620
$30.06 P/Share
|
|
Mar 19
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 |
30,941
-2.86%
|
$928,230
$30.05 P/Share
|
|
Mar 19
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 |
31,173
-2.51%
|
$935,190
$30.06 P/Share
|
|
Mar 18
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
6,954
-3.91%
|
$208,620
$30.05 P/Share
|
|
Mar 18
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 |
6,910
-0.63%
|
$207,300
$30.05 P/Share
|
|
Mar 18
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 |
6,967
-0.56%
|
$209,010
$30.04 P/Share
|
|
Mar 14
2024
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Open market or private sale
|
Direct |
8,290
-97.07%
|
$240,410
$29.63 P/Share
|
|
Mar 14
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
8,558
-4.59%
|
$256,740
$30.01 P/Share
|
|
Mar 14
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 |
8,090
-0.74%
|
$242,700
$30.01 P/Share
|
|
Mar 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 |
8,538
-0.68%
|
$256,140
$30.01 P/Share
|
|
Mar 13
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
1,412
-0.75%
|
$42,360
$30.0 P/Share
|
|
Mar 13
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 |
1,301
-0.12%
|
$39,030
$30.0 P/Share
|
|
Mar 13
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 |
1,300
-0.1%
|
$39,000
$30.0 P/Share
|
|
Mar 12
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
9,859
-4.99%
|
$295,770
$30.01 P/Share
|
|
Mar 12
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 |
9,727
-0.88%
|
$291,810
$30.01 P/Share
|
|
Mar 12
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 |
9,749
-0.77%
|
$292,470
$30.01 P/Share
|
|
Mar 12
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
3,500
-0.5%
|
$105,000
$30.0 P/Share
|
|
Mar 08
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
12,177
-1.7%
|
$365,310
$30.1 P/Share
|
|
Mar 08
2024
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Open market or private sale
|
Direct |
32,196
-80.06%
|
$933,684
$29.65 P/Share
|