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 |
|---|---|---|---|---|---|
|
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
|
|
Oct 06
2023
|
Tensile Capital Management LP |
SELL
Open market or private sale
|
Indirect |
120,000
-2.07%
|
$2,880,000
$24.25 P/Share
|
|
Oct 04
2023
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan > 10% Shareholder |
BUY
Conversion of derivative security
|
Direct |
281,452
+50.0%
|
-
|
|
Oct 04
2023
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
BUY
Conversion of derivative security
|
Direct |
1,807,547
+48.65%
|
-
|
|
Oct 02
2023
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
1,103,475
-50.61%
|
$24,276,450
$22.32 P/Share
|
|
Sep 29
2023
|
Tensile Capital Management LP |
SELL
Open market or private sale
|
Indirect |
60,000
-1.02%
|
$1,380,000
$23.36 P/Share
|
|
Sep 14
2023
|
David De Stefano PRESIDENT & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
291,729
-25.3%
|
$5,834,580
$20.75 P/Share
|
|
Sep 14
2023
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
501,453
+29.87%
|
$1,504,359
$3.12 P/Share
|
|
Aug 28
2023
|
John Richard Stamm |
SELL
Open market or private sale
|
Direct |
10,691
-24.79%
|
$235,202
$22.41 P/Share
|
|
Aug 14
2023
|
Eric C. Andersen |
SELL
Open market or private sale
|
Direct |
15,121
-13.45%
|
$287,299
$19.5 P/Share
|
|
Aug 02
2023
|
Jeffery Westphal > 10% Shareholder |
BUY
Conversion of derivative security
|
Indirect |
879,000
+28.73%
|
-
|
|
Jul 14
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Open market or private sale
|
Direct |
10,000
-97.56%
|
$180,000
$18.71 P/Share
|
|
Jul 14
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
10,000
+49.38%
|
$20,000
$2.5 P/Share
|
|
Jul 14
2023
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
89,236
-1.57%
|
$1,606,248
$18.66 P/Share
|
|
Jul 13
2023
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
155,146
-2.66%
|
$2,792,628
$18.91 P/Share
|
|
Jul 12
2023
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
80,816
-1.37%
|
$1,454,688
$18.9 P/Share
|
|
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
|