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 |
|---|---|---|---|---|---|
|
Feb 13
2024
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
4,088
+50.0%
|
-
|
|
Dec 27
2023
|
David De Stefano PRESIDENT & CEO |
SELL
Bona fide gift
|
Direct |
37,455
-8.72%
|
-
|
|
Dec 18
2023
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Open market or private sale
|
Direct |
25,000
-51.74%
|
$650,000
$26.55 P/Share
|
|
Dec 18
2023
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
25,000
+34.1%
|
$100,000
$4.7 P/Share
|
|
Dec 15
2023
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Open market or private sale
|
Direct |
66,802
-96.73%
|
$1,736,852
$26.91 P/Share
|
|
Dec 15
2023
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
62,433
+48.31%
|
$187,299
$3.17 P/Share
|
|
Dec 15
2023
|
Kevin L Robert |
SELL
Open market or private sale
|
Direct |
8,494
-26.19%
|
$220,844
$26.86 P/Share
|
|
Dec 15
2023
|
John Richard Stamm |
SELL
Open market or private sale
|
Direct |
10,000
-30.84%
|
$260,000
$26.85 P/Share
|
|
Dec 15
2023
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
39,300
-8.38%
|
$1,061,100
$27.16 P/Share
|
|
Dec 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 |
9,300
-0.68%
|
$260,400
$28.19 P/Share
|
|
Dec 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 |
11,400
-0.71%
|
$319,200
$28.18 P/Share
|
|
Dec 12
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 |
49,199
-2.97%
|
$1,377,572
$28.91 P/Share
|
|
Dec 12
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 |
42,555
-3.0%
|
$1,191,540
$28.88 P/Share
|
|
Dec 11
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 |
70,822
-4.76%
|
$1,983,016
$28.73 P/Share
|
|
Dec 11
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 |
49,049
-2.87%
|
$1,373,372
$28.72 P/Share
|
|
Dec 08
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 |
36,907
-2.42%
|
$1,033,396
$28.64 P/Share
|
|
Dec 08
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 |
50,227
-2.86%
|
$1,406,356
$28.65 P/Share
|
|
Dec 07
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 |
39,553
-2.2%
|
$1,107,484
$28.69 P/Share
|
|
Dec 07
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 |
47,226
-3.0%
|
$1,322,328
$28.69 P/Share
|
|
Dec 06
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 |
22,064
-1.38%
|
$639,856
$29.41 P/Share
|
|
Dec 06
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 |
21,696
-1.19%
|
$629,184
$29.41 P/Share
|
|
Dec 05
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 |
36,200
-2.22%
|
$1,049,800
$29.63 P/Share
|
|
Dec 05
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 |
26,415
-1.43%
|
$766,035
$29.61 P/Share
|
|
Dec 04
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 |
15,200
-0.82%
|
$410,400
$27.82 P/Share
|
|
Dec 04
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 |
18,900
-1.15%
|
$510,300
$27.82 P/Share
|
|
Dec 01
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 |
75,100
-4.36%
|
$2,027,700
$27.76 P/Share
|
|
Dec 01
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 |
79,200
-4.08%
|
$2,138,400
$27.77 P/Share
|
|
Nov 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 |
83,400
-4.61%
|
$2,251,800
$27.98 P/Share
|
|
Nov 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 |
82,355
-4.07%
|
$2,305,940
$28.05 P/Share
|
|
Nov 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 |
67,000
-3.21%
|
$1,876,000
$28.89 P/Share
|
|
Nov 20
2023
|
Eric C. Andersen |
SELL
Open market or private sale
|
Direct |
10,000
-10.28%
|
$260,000
$26.24 P/Share
|
|
Nov 15
2023
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
BUY
Open market or private sale
|
Direct |
39,473
+2.14%
|
$1,026,298
$26.38 P/Share
|
|
Nov 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 |
50,318
-2.35%
|
$1,308,268
$26.35 P/Share
|
|
Nov 14
2023
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
1,899,025
-57.36%
|
$49,374,650
$26.06 P/Share
|
|
Nov 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 |
45,000
-2.38%
|
$1,215,000
$27.66 P/Share
|
|
Nov 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 |
45,000
-2.06%
|
$1,215,000
$27.67 P/Share
|
|
Nov 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 |
15,527
-0.81%
|
$419,229
$27.23 P/Share
|
|
Nov 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 |
4,682
-0.21%
|
$126,414
$27.35 P/Share
|
|
Nov 13
2023
|
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 |
20,000
-1.24%
|
$540,000
$27.35 P/Share
|
|
Nov 10
2023
|
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 |
280,000
-14.82%
|
$7,560,000
$27.17 P/Share
|
|
Nov 10
2023
|
Tensile Capital Management LP |
SELL
Open market or private sale
|
Indirect |
6,934
-0.13%
|
$187,218
$27.37 P/Share
|
|
Nov 09
2023
|
Tensile Capital Management LP |
SELL
Open market or private sale
|
Indirect |
253,484
-2.26%
|
$6,590,584
$26.78 P/Share
|
|
Nov 08
2023
|
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 |
105,337
-5.28%
|
$2,317,414
$22.72 P/Share
|
|
Nov 07
2023
|
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 |
157,387
-7.31%
|
$3,619,901
$23.12 P/Share
|
|
Nov 06
2023
|
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 |
126,155
-5.54%
|
$2,775,410
$22.29 P/Share
|
|
Nov 03
2023
|
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 |
168,208
-6.88%
|
$3,868,784
$23.36 P/Share
|
|
Nov 02
2023
|
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 |
79,718
-3.16%
|
$1,833,514
$23.33 P/Share
|
|
Nov 01
2023
|
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 |
63,195
-2.44%
|
$1,453,485
$23.6 P/Share
|
|
Oct 11
2023
|
Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
BUY
Conversion of derivative security
|
Direct |
2,089,000
+48.83%
|
-
|
|
Oct 10
2023
|
Tensile Capital Management LP |
SELL
Open market or private sale
|
Indirect |
10,000
-0.18%
|
$240,000
$24.55 P/Share
|