Latest Insider Transactions at Vertex, Inc. (VERX)
This section provides a real-time view of insider transactions for Vertex, Inc. (VERX). The data is sourced from Form 4 filings with the SEC, which are filed by insiders of Vertex, Inc. to disclose their transactions in the company's securities. By reviewing this information, investors can gain insights into the trading activity of Vertex, Inc.'s insiders and make more informed investment decisions.
Insider Transaction List
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Mar 04
2024
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
2,291,537
-49.42%
|
$71,037,647
$31.55 P/Share
|
|
Mar 01
2024
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
26,685
-9.48%
|
$880,605
$33.62 P/Share
|
|
Mar 01
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 |
26,609
-1.95%
|
$878,097
$33.62 P/Share
|
|
Mar 01
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 |
14,078
-0.88%
|
$464,574
$33.58 P/Share
|
|
Mar 01
2024
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
124,770
-2.62%
|
$4,117,410
$33.74 P/Share
|
|
Mar 01
2024
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
932
-1.72%
|
$30,756
$33.55 P/Share
|
|
Mar 01
2024
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
1,721
+3.09%
|
-
|
|
Mar 01
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
14,613
-2.0%
|
$482,229
$33.55 P/Share
|
|
Mar 01
2024
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
28,568
+3.77%
|
-
|
|
Mar 01
2024
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
165
-1.9%
|
$5,445
$33.55 P/Share
|
|
Mar 01
2024
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
576
+6.21%
|
-
|
|
Mar 01
2024
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Payment of exercise price or tax liability
|
Direct |
239
-2.89%
|
$7,887
$33.55 P/Share
|
|
Mar 01
2024
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
866
+9.49%
|
-
|
|
Feb 29
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
247,903
-26.07%
|
$7,684,993
$31.0 P/Share
|
|
Feb 29
2024
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
450,000
+32.12%
|
$900,000
$2.5 P/Share
|
|
Feb 24
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
55,873
-10.03%
|
$1,340,952
$24.71 P/Share
|
|
Feb 24
2024
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
109,233
+16.4%
|
-
|
|
Feb 23
2024
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
16,411
-23.88%
|
$393,864
$24.71 P/Share
|
|
Feb 23
2024
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
30,305
+30.6%
|
-
|
|
Feb 23
2024
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
1,943
-19.29%
|
$46,632
$24.71 P/Share
|
|
Feb 23
2024
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
6,854
+40.49%
|
-
|
|
Feb 23
2024
|
David De Stefano PRESIDENT & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
45,957
-9.31%
|
$1,102,968
$24.71 P/Share
|
|
Feb 23
2024
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
101,395
+17.04%
|
-
|
|
Feb 23
2024
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Payment of exercise price or tax liability
|
Direct |
1,784
-19.44%
|
$42,816
$24.71 P/Share
|
|
Feb 23
2024
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
6,428
+41.2%
|
-
|
|
Feb 15
2024
|
Eric C. Andersen |
SELL
Open market or private sale
|
Direct |
10,000
-11.45%
|
$250,000
$25.88 P/Share
|
|
Feb 13
2024
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
8,904
-18.81%
|
$231,504
$26.58 P/Share
|
|
Feb 13
2024
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
24,009
+33.66%
|
-
|
|
Feb 13
2024
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
1,516
-32.02%
|
$39,416
$26.58 P/Share
|
|
Feb 13
2024
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
4,484
+48.64%
|
-
|
|
Feb 13
2024
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Payment of exercise price or tax liability
|
Direct |
1,341
-32.8%
|
$34,866
$26.58 P/Share
|
|
Feb 13
2024
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
4,088
+50.0%
|
-
|
|
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
|