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 10
2023
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
8,466
-28.61%
|
$118,524
$14.21 P/Share
|
|
Feb 10
2023
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
24,009
+44.8%
|
-
|
|
Feb 10
2023
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Payment of exercise price or tax liability
|
Direct |
1,341
-2.45%
|
$18,774
$14.21 P/Share
|
|
Feb 10
2023
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
4,088
+6.95%
|
-
|
|
Dec 14
2022
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Open market or private sale
|
Direct |
7,439
-57.14%
|
$119,024
$16.28 P/Share
|
|
Dec 14
2022
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
7,439
+36.36%
|
$29,756
$4.7 P/Share
|
|
Dec 14
2022
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
9,089
-3.28%
|
$145,424
$16.14 P/Share
|
|
Dec 13
2022
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
30,000
-9.78%
|
$480,000
$16.39 P/Share
|
|
Dec 12
2022
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
9,631
-3.04%
|
$154,096
$16.05 P/Share
|
|
Dec 06
2022
|
Kevin L Robert |
SELL
Open market or private sale
|
Direct |
7,894
-25.05%
|
$118,410
$15.53 P/Share
|
|
Dec 05
2022
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Open market or private sale
|
Direct |
899
-13.88%
|
$14,384
$16.28 P/Share
|
|
Dec 05
2022
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
899
+12.19%
|
$3,596
$4.7 P/Share
|
|
Dec 02
2022
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Open market or private sale
|
Direct |
16,662
-74.92%
|
$266,592
$16.79 P/Share
|
|
Dec 02
2022
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
16,662
+42.83%
|
$66,648
$4.7 P/Share
|
|
Dec 02
2022
|
Kevin L Robert |
SELL
Open market or private sale
|
Direct |
5,000
-13.69%
|
$80,000
$16.83 P/Share
|
|
Nov 23
2022
|
Kevin L Robert |
BUY
Exercise of conversion of derivative security
|
Direct |
5,000
+12.05%
|
$10,000
$2.5 P/Share
|
|
Nov 23
2022
|
Kevin L Robert |
SELL
Open market or private sale
|
Direct |
11,843
-27.32%
|
$177,645
$15.5 P/Share
|
|
Nov 17
2022
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
1,500,000
-14.22%
|
$22,500,000
$15.15 P/Share
|
|
Nov 16
2022
|
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 |
500,000
+50.0%
|
-
|
|
Nov 16
2022
|
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 |
500,000
+50.0%
|
-
|
|
Nov 01
2022
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
35,950
-2.67%
|
$647,100
$18.0 P/Share
|
|
Oct 26
2022
|
Jeffery Westphal |
SELL
Exercise of in-the-money or at-the-money derivatives securities
|
Indirect |
750,000
-6.64%
|
$5,250,000
$7.85 P/Share
|
|
Oct 25
2022
|
Tensile Capital Management LP |
BUY
Exercise of in-the-money or at-the-money derivatives securities
|
Indirect |
750,000
+11.16%
|
$5,250,000
$7.85 P/Share
|
|
Oct 10
2022
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
17,671
-5.29%
|
$247,394
$14.56 P/Share
|
|
Sep 30
2022
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
28,900
-7.97%
|
$375,700
$13.94 P/Share
|
|
Sep 29
2022
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
33,930
-8.56%
|
$441,090
$13.5 P/Share
|
|
Sep 28
2022
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
36,419
-8.41%
|
$473,447
$13.59 P/Share
|
|
Sep 19
2022
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
26,340
-5.73%
|
$342,420
$13.73 P/Share
|
|
Sep 16
2022
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
60,943
-11.71%
|
$792,259
$13.94 P/Share
|
|
Sep 15
2022
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
47,275
-8.33%
|
$661,850
$14.51 P/Share
|
|
Sep 13
2022
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Open market or private sale
|
Direct |
47,793
-68.48%
|
$669,102
$14.62 P/Share
|
|
Sep 13
2022
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
25,000
+32.92%
|
$50,000
$2.5 P/Share
|
|
Jul 29
2022
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
5,000,000
-30.67%
|
$35,000,000
$7.35 P/Share
|
|
Jul 12
2022
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
1,987
-0.15%
|
$21,857
$11.12 P/Share
|
|
Jul 11
2022
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
69,562
-4.91%
|
$765,182
$11.36 P/Share
|
|
Jul 08
2022
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
25,343
-1.76%
|
$304,116
$12.02 P/Share
|
|
Jul 07
2022
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
6,723
-0.46%
|
$80,676
$12.03 P/Share
|
|
Jul 01
2022
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
61,855
-4.09%
|
$680,405
$11.06 P/Share
|
|
Jun 30
2022
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
150,000
-9.03%
|
$1,650,000
$11.32 P/Share
|
|
Jun 21
2022
|
Jeffery Westphal |
BUY
Conversion of derivative security
|
Indirect |
5,500,000
+23.44%
|
-
|
|
Jun 14
2022
|
Eric C. Andersen |
BUY
Grant, award, or other acquisition
|
Direct |
15,121
+12.74%
|
-
|
|
Jun 14
2022
|
John Richard Stamm |
BUY
Grant, award, or other acquisition
|
Direct |
15,121
+24.68%
|
-
|
|
Jun 14
2022
|
Kevin L Robert |
BUY
Grant, award, or other acquisition
|
Direct |
15,121
+25.86%
|
-
|
|
Jun 14
2022
|
Amanda Westphal Radcliffe |
BUY
Grant, award, or other acquisition
|
Direct |
15,121
+10.9%
|
-
|
|
Jun 14
2022
|
Stefanie Westphal Thompson |
BUY
Grant, award, or other acquisition
|
Direct |
15,121
+32.43%
|
-
|
|
Jun 14
2022
|
Bradley M Gayton |
BUY
Grant, award, or other acquisition
|
Direct |
15,121
+39.04%
|
-
|
|
Jun 14
2022
|
Philip Seth Saunders |
BUY
Grant, award, or other acquisition
|
Direct |
15,121
+50.0%
|
-
|
|
Jun 14
2022
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Open market or private sale
|
Direct |
15,387
-37.24%
|
$138,483
$9.61 P/Share
|
|
Jun 13
2022
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Open market or private sale
|
Direct |
34,968
-45.84%
|
$314,712
$9.68 P/Share
|
|
May 23
2022
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
48,580
-0.39%
|
$582,960
$12.01 P/Share
|