Insider Transactions in Q1 2024 at Vertex, Inc. (VERX)
Insider Transaction List (Q1 2024)
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Mar 27
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
30,692
-100.0%
|
$920,760
$30.22 P/Share
|
|
Mar 26
2024
|
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 |
27,128
-2.73%
|
$813,840
$30.27 P/Share
|
|
Mar 26
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
50,669
-62.28%
|
$1,520,070
$30.23 P/Share
|
|
Mar 25
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
47,522
-36.87%
|
$1,425,660
$30.09 P/Share
|
|
Mar 25
2024
|
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 |
47,571
-4.58%
|
$1,427,130
$30.09 P/Share
|
|
Mar 25
2024
|
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 |
2,859
-0.24%
|
$85,770
$30.03 P/Share
|
|
Mar 21
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
100
-0.08%
|
$3,000
$30.0 P/Share
|
|
Mar 21
2024
|
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 |
100
-0.01%
|
$3,000
$30.0 P/Share
|
|
Mar 21
2024
|
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 |
100
-0.01%
|
$3,000
$30.0 P/Share
|
|
Mar 20
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
10,926
-7.81%
|
$327,780
$30.04 P/Share
|
|
Mar 20
2024
|
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 |
10,917
-1.04%
|
$327,510
$30.04 P/Share
|
|
Mar 20
2024
|
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 |
10,955
-0.9%
|
$328,650
$30.04 P/Share
|
|
Mar 19
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
30,954
-18.12%
|
$928,620
$30.06 P/Share
|
|
Mar 19
2024
|
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 |
30,941
-2.86%
|
$928,230
$30.05 P/Share
|
|
Mar 19
2024
|
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 |
31,173
-2.51%
|
$935,190
$30.06 P/Share
|
|
Mar 18
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
6,954
-3.91%
|
$208,620
$30.05 P/Share
|
|
Mar 18
2024
|
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 |
6,910
-0.63%
|
$207,300
$30.05 P/Share
|
|
Mar 18
2024
|
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 |
6,967
-0.56%
|
$209,010
$30.04 P/Share
|
|
Mar 14
2024
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Open market or private sale
|
Direct |
8,290
-97.07%
|
$240,410
$29.63 P/Share
|
|
Mar 14
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
8,558
-4.59%
|
$256,740
$30.01 P/Share
|
|
Mar 14
2024
|
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 |
8,090
-0.74%
|
$242,700
$30.01 P/Share
|
|
Mar 14
2024
|
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 |
8,538
-0.68%
|
$256,140
$30.01 P/Share
|
|
Mar 13
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
1,412
-0.75%
|
$42,360
$30.0 P/Share
|
|
Mar 13
2024
|
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 |
1,301
-0.12%
|
$39,030
$30.0 P/Share
|
|
Mar 13
2024
|
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 |
1,300
-0.1%
|
$39,000
$30.0 P/Share
|
|
Mar 12
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
9,859
-4.99%
|
$295,770
$30.01 P/Share
|
|
Mar 12
2024
|
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 |
9,727
-0.88%
|
$291,810
$30.01 P/Share
|
|
Mar 12
2024
|
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 |
9,749
-0.77%
|
$292,470
$30.01 P/Share
|
|
Mar 12
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
3,500
-0.5%
|
$105,000
$30.0 P/Share
|
|
Mar 08
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
12,177
-1.7%
|
$365,310
$30.1 P/Share
|
|
Mar 08
2024
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Open market or private sale
|
Direct |
32,196
-80.06%
|
$933,684
$29.65 P/Share
|
|
Mar 08
2024
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
32,196
+44.46%
|
$96,588
$3.73 P/Share
|
|
Mar 08
2024
|
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 |
20,113
-1.78%
|
$603,390
$30.14 P/Share
|
|
Mar 08
2024
|
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 |
19,737
-1.53%
|
$592,110
$30.14 P/Share
|
|
Mar 08
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
19,705
-9.07%
|
$591,150
$30.14 P/Share
|
|
Mar 07
2024
|
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 |
19,864
-1.73%
|
$595,920
$30.06 P/Share
|
|
Mar 07
2024
|
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 |
20,009
-1.53%
|
$600,270
$30.06 P/Share
|
|
Mar 07
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
19,928
-8.4%
|
$597,840
$30.06 P/Share
|
|
Mar 06
2024
|
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 |
10,589
-0.91%
|
$317,670
$30.01 P/Share
|
|
Mar 06
2024
|
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 |
10,500
-0.8%
|
$315,000
$30.01 P/Share
|
|
Mar 06
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
10,500
-4.24%
|
$315,000
$30.01 P/Share
|
|
Mar 05
2024
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Open market or private sale
|
Direct |
10,000
-15.85%
|
$300,000
$30.0 P/Share
|
|
Mar 05
2024
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
10,000
+13.68%
|
$40,000
$4.7 P/Share
|
|
Mar 05
2024
|
John Richard Stamm |
SELL
Open market or private sale
|
Direct |
6,500
-28.98%
|
$188,500
$29.48 P/Share
|
|
Mar 05
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
6,888
-2.7%
|
$206,640
$30.01 P/Share
|
|
Mar 05
2024
|
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 |
6,749
-0.58%
|
$202,470
$30.01 P/Share
|
|
Mar 05
2024
|
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 |
8,115
-0.61%
|
$243,450
$30.0 P/Share
|
|
Mar 04
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
100
-0.04%
|
$3,200
$32.0 P/Share
|
|
Mar 04
2024
|
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 |
173,391
-12.95%
|
$5,201,730
$30.34 P/Share
|
|
Mar 04
2024
|
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 |
255,920
-16.16%
|
$7,677,600
$30.34 P/Share
|