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 |
|---|---|---|---|---|---|
|
Oct 09
2023
|
Tensile Capital Management LP |
SELL
Open market or private sale
|
Indirect |
20,000
-0.35%
|
$460,000
$23.98 P/Share
|
|
Oct 06
2023
|
Tensile Capital Management LP |
SELL
Open market or private sale
|
Indirect |
120,000
-2.07%
|
$2,880,000
$24.25 P/Share
|
|
Oct 04
2023
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
BUY
Conversion of derivative security
|
Direct |
281,452
+50.0%
|
-
|
|
Oct 04
2023
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
BUY
Conversion of derivative security
|
Direct |
1,807,547
+48.65%
|
-
|
|
Oct 02
2023
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
1,103,475
-50.61%
|
$24,276,450
$22.32 P/Share
|
|
Sep 29
2023
|
Tensile Capital Management LP |
SELL
Open market or private sale
|
Indirect |
60,000
-1.02%
|
$1,380,000
$23.36 P/Share
|
|
Sep 14
2023
|
David De Stefano PRESIDENT & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
291,729
-25.3%
|
$5,834,580
$20.75 P/Share
|
|
Sep 14
2023
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
501,453
+29.87%
|
$1,504,359
$3.12 P/Share
|
|
Aug 28
2023
|
John Richard Stamm |
SELL
Open market or private sale
|
Direct |
10,691
-24.79%
|
$235,202
$22.41 P/Share
|
|
Aug 14
2023
|
Eric C. Andersen |
SELL
Open market or private sale
|
Direct |
15,121
-13.45%
|
$287,299
$19.5 P/Share
|
|
Aug 02
2023
|
Jeffery Westphal |
BUY
Conversion of derivative security
|
Indirect |
879,000
+28.73%
|
-
|
|
Jul 14
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Open market or private sale
|
Direct |
10,000
-97.56%
|
$180,000
$18.71 P/Share
|
|
Jul 14
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
10,000
+49.38%
|
$20,000
$2.5 P/Share
|
|
Jul 14
2023
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
89,236
-1.57%
|
$1,606,248
$18.66 P/Share
|
|
Jul 13
2023
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
155,146
-2.66%
|
$2,792,628
$18.91 P/Share
|
|
Jul 12
2023
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
80,816
-1.37%
|
$1,454,688
$18.9 P/Share
|
|
Jun 30
2023
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
608,798
-4.94%
|
$11,567,162
$19.5 P/Share
|
|
Jun 28
2023
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
800,000
-10.94%
|
$14,400,000
$18.26 P/Share
|
|
Jun 15
2023
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
100,000
-7.15%
|
$2,100,000
$21.06 P/Share
|
|
Jun 15
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Open market or private sale
|
Direct |
10,000
-68.78%
|
$210,000
$21.35 P/Share
|
|
Jun 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
|
|
Jun 13
2023
|
Eric C. Andersen |
BUY
Grant, award, or other acquisition
|
Direct |
8,815
+7.27%
|
-
|
|
Jun 13
2023
|
Bradley M Gayton |
BUY
Grant, award, or other acquisition
|
Direct |
8,815
+21.37%
|
-
|
|
Jun 13
2023
|
Philip Seth Saunders |
BUY
Grant, award, or other acquisition
|
Direct |
8,815
+26.92%
|
-
|
|
Jun 13
2023
|
Stefanie Westphal Thompson |
BUY
Grant, award, or other acquisition
|
Direct |
8,815
+17.94%
|
-
|
|
Jun 13
2023
|
Amanda Westphal Radcliffe |
BUY
Grant, award, or other acquisition
|
Direct |
8,815
+6.24%
|
-
|
|
Jun 13
2023
|
Kevin L Robert |
BUY
Grant, award, or other acquisition
|
Direct |
8,815
+21.37%
|
-
|
|
Jun 13
2023
|
John Richard Stamm |
BUY
Grant, award, or other acquisition
|
Direct |
8,815
+16.97%
|
-
|
|
May 15
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Open market or private sale
|
Direct |
10,000
-97.56%
|
$190,000
$19.56 P/Share
|
|
May 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
|
|
May 15
2023
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Open market or private sale
|
Direct |
30,000
-56.27%
|
$570,000
$19.61 P/Share
|
|
May 15
2023
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
30,000
+36.01%
|
$120,000
$4.7 P/Share
|
|
Apr 21
2023
|
Tensile Capital Management LP |
SELL
Open market or private sale
|
Indirect |
4,383
-0.07%
|
$96,426
$22.32 P/Share
|
|
Apr 20
2023
|
Tensile Capital Management LP |
SELL
Open market or private sale
|
Indirect |
54,845
-0.93%
|
$1,206,590
$22.35 P/Share
|
|
Apr 19
2023
|
Tensile Capital Management LP |
SELL
Open market or private sale
|
Indirect |
44,313
-0.74%
|
$974,886
$22.61 P/Share
|
|
Apr 17
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Open market or private sale
|
Direct |
10,000
-97.56%
|
$220,000
$22.45 P/Share
|
|
Apr 17
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
10,000
+49.38%
|
$20,000
$2.5 P/Share
|
|
Apr 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 |
18,780
-15.81%
|
$394,380
$21.33 P/Share
|
|
Apr 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 |
18,780
-15.81%
|
$394,380
$21.33 P/Share
|
|
Apr 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 |
36,480
-23.5%
|
$766,080
$21.41 P/Share
|
|
Apr 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 |
36,479
-23.5%
|
$766,059
$21.41 P/Share
|
|
Apr 03
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 |
27,123
-14.87%
|
$569,583
$21.05 P/Share
|
|
Apr 03
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 |
27,123
-14.87%
|
$569,583
$21.05 P/Share
|
|
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
|