Insider Transactions in Q4 2023 at Vertex, Inc. (VERX)
Insider Transaction List (Q4 2023)
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Dec 27
2023
|
David De Stefano PRESIDENT & CEO |
SELL
Bona fide gift
|
Direct |
37,455
-8.72%
|
-
|
|
Dec 18
2023
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Open market or private sale
|
Direct |
25,000
-51.74%
|
$650,000
$26.55 P/Share
|
|
Dec 18
2023
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
25,000
+34.1%
|
$100,000
$4.7 P/Share
|
|
Dec 15
2023
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Open market or private sale
|
Direct |
66,802
-96.73%
|
$1,736,852
$26.91 P/Share
|
|
Dec 15
2023
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
62,433
+48.31%
|
$187,299
$3.17 P/Share
|
|
Dec 15
2023
|
Kevin L Robert |
SELL
Open market or private sale
|
Direct |
8,494
-26.19%
|
$220,844
$26.86 P/Share
|
|
Dec 15
2023
|
John Richard Stamm |
SELL
Open market or private sale
|
Direct |
10,000
-30.84%
|
$260,000
$26.85 P/Share
|
|
Dec 15
2023
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
39,300
-8.38%
|
$1,061,100
$27.16 P/Share
|
|
Dec 13
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 |
9,300
-0.68%
|
$260,400
$28.19 P/Share
|
|
Dec 13
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 |
11,400
-0.71%
|
$319,200
$28.18 P/Share
|
|
Dec 12
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 |
49,199
-2.97%
|
$1,377,572
$28.91 P/Share
|
|
Dec 12
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 |
42,555
-3.0%
|
$1,191,540
$28.88 P/Share
|
|
Dec 11
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 |
70,822
-4.76%
|
$1,983,016
$28.73 P/Share
|
|
Dec 11
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 |
49,049
-2.87%
|
$1,373,372
$28.72 P/Share
|
|
Dec 08
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 |
36,907
-2.42%
|
$1,033,396
$28.64 P/Share
|
|
Dec 08
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 |
50,227
-2.86%
|
$1,406,356
$28.65 P/Share
|
|
Dec 07
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 |
39,553
-2.2%
|
$1,107,484
$28.69 P/Share
|
|
Dec 07
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 |
47,226
-3.0%
|
$1,322,328
$28.69 P/Share
|
|
Dec 06
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 |
22,064
-1.38%
|
$639,856
$29.41 P/Share
|
|
Dec 06
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 |
21,696
-1.19%
|
$629,184
$29.41 P/Share
|
|
Dec 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 |
36,200
-2.22%
|
$1,049,800
$29.63 P/Share
|
|
Dec 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 |
26,415
-1.43%
|
$766,035
$29.61 P/Share
|
|
Dec 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 |
15,200
-0.82%
|
$410,400
$27.82 P/Share
|
|
Dec 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 |
18,900
-1.15%
|
$510,300
$27.82 P/Share
|
|
Dec 01
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 |
75,100
-4.36%
|
$2,027,700
$27.76 P/Share
|
|
Dec 01
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 |
79,200
-4.08%
|
$2,138,400
$27.77 P/Share
|
|
Nov 30
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 |
83,400
-4.61%
|
$2,251,800
$27.98 P/Share
|
|
Nov 30
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 |
82,355
-4.07%
|
$2,305,940
$28.05 P/Share
|
|
Nov 29
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 |
67,000
-3.21%
|
$1,876,000
$28.89 P/Share
|
|
Nov 20
2023
|
Eric C. Andersen |
SELL
Open market or private sale
|
Direct |
10,000
-10.28%
|
$260,000
$26.24 P/Share
|
|
Nov 15
2023
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
BUY
Open market or private sale
|
Direct |
39,473
+2.14%
|
$1,026,298
$26.38 P/Share
|
|
Nov 15
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 |
50,318
-2.35%
|
$1,308,268
$26.35 P/Share
|
|
Nov 14
2023
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
1,899,025
-57.36%
|
$49,374,650
$26.06 P/Share
|
|
Nov 14
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 |
45,000
-2.38%
|
$1,215,000
$27.66 P/Share
|
|
Nov 14
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 |
45,000
-2.06%
|
$1,215,000
$27.67 P/Share
|
|
Nov 13
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 |
15,527
-0.81%
|
$419,229
$27.23 P/Share
|
|
Nov 13
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 |
4,682
-0.21%
|
$126,414
$27.35 P/Share
|
|
Nov 13
2023
|
Item Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
20,000
-1.24%
|
$540,000
$27.35 P/Share
|
|
Nov 10
2023
|
Item Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
280,000
-14.82%
|
$7,560,000
$27.17 P/Share
|
|
Nov 10
2023
|
Tensile Capital Management LP |
SELL
Open market or private sale
|
Indirect |
6,934
-0.13%
|
$187,218
$27.37 P/Share
|
|
Nov 09
2023
|
Tensile Capital Management LP |
SELL
Open market or private sale
|
Indirect |
253,484
-2.26%
|
$6,590,584
$26.78 P/Share
|
|
Nov 08
2023
|
Item Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
105,337
-5.28%
|
$2,317,414
$22.72 P/Share
|
|
Nov 07
2023
|
Item Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
157,387
-7.31%
|
$3,619,901
$23.12 P/Share
|
|
Nov 06
2023
|
Item Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
126,155
-5.54%
|
$2,775,410
$22.29 P/Share
|
|
Nov 03
2023
|
Item Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
168,208
-6.88%
|
$3,868,784
$23.36 P/Share
|
|
Nov 02
2023
|
Item Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
79,718
-3.16%
|
$1,833,514
$23.33 P/Share
|
|
Nov 01
2023
|
Item Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
63,195
-2.44%
|
$1,453,485
$23.6 P/Share
|
|
Oct 11
2023
|
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 |
2,089,000
+48.83%
|
-
|
|
Oct 10
2023
|
Tensile Capital Management LP |
SELL
Open market or private sale
|
Indirect |
10,000
-0.18%
|
$240,000
$24.55 P/Share
|
|
Oct 09
2023
|
Tensile Capital Management LP |
SELL
Open market or private sale
|
Indirect |
20,000
-0.35%
|
$460,000
$23.98 P/Share
|