Principal Financial Group Inc Vertex, Inc. Transaction History

Principal Financial Group Inc

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$34.62 - $40.01 $4.11 Million - $4.74 Million	-118,589 Reduced 71.33%	47,673 $1.84 Million
Q2 2024 Jul 29, 2024	SELL	$27.94 - $36.05 $3.56 Million - $4.6 Million	-127,498 Reduced 43.4%	166,262 $5.99 Million
Q1 2024 Apr 29, 2024	BUY	$23.54 - $33.58 $1.41 Million - $2.01 Million	59,947 Added 25.64%	293,760 $9.33 Million
Q4 2023 Feb 07, 2024	BUY	$22.03 - $29.5 $3.2 Million - $4.28 Million	145,246 Added 164.0%	233,813 $6.3 Million
Q3 2023 Nov 02, 2023	BUY	$17.77 - $23.1 $892,747 - $1.16 Million	50,239 Added 131.08%	88,567 $2.05 Million
Q2 2023 Aug 07, 2023	BUY	$18.51 - $22.99 $190,578 - $236,705	10,296 Added 36.73%	38,328 $747,000
Q1 2023 May 09, 2023	BUY	$12.0 - $20.93 $336,384 - $586,709	28,032 New	28,032 $579,000
Q1 2021 May 10, 2021	SELL	$21.9 - $38.98 $216,810 - $385,901	-9,900 Reduced 13.54%	63,200 $1.39 Million
Q4 2020 Feb 08, 2021	SELL	$23.46 - $36.89 $3.17 Million - $4.98 Million	-135,110 Reduced 64.89%	73,100 $2.55 Million
Q3 2020 Nov 06, 2020	BUY	$21.71 - $29.1 $4.52 Million - $6.06 Million	208,210 New	208,210 $4.79 Million

229

67.3M

2.94M

26K

Ticker VERX
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 48,432,500
Market Cap $2.6B
Description
Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its so...

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