Insider Transactions in Q2 2023 at Vertex, Inc. (VERX)
Insider Transaction List (Q2 2023)
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Jun 30
2023
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
608,798
-4.94%
|
$11,567,162
$19.5 P/Share
|
|
Jun 28
2023
|
Jeffery Westphal > 10% Shareholder |
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
|