Veritable, L.P. Vertex, Inc. Transaction History

Veritable, L.P.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 12, 2023	BUY	$12.0 - $20.93 $12,000 - $20,930	1,000 Added 7.19%	14,905 $308,000
Q4 2022 Feb 14, 2023	SELL	$14.0 - $18.59 $14,000 - $18,590	-1,000 Reduced 6.71%	13,905 $201,000
Q1 2022 May 11, 2022	SELL	$12.71 - $16.79 $191,171 - $252,538	-15,041 Reduced 50.23%	14,905 $229,000
Q4 2021 Feb 14, 2022	SELL	$15.87 - $21.72 $186,155 - $254,775	-11,730 Reduced 28.15%	29,946 $475,000
Q4 2020 Feb 11, 2021	BUY	$23.46 - $36.89 $679,073 - $1.07 Million	28,946 Added 227.38%	41,676 $1.45 Million
Q3 2020 Nov 13, 2020	BUY	$21.71 - $29.1 $276,368 - $370,443	12,730 New	12,730 $293,000

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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