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 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 |
24,588
-5.13%
|
$442,584
$18.59 P/Share
|
|
Mar 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 |
24,588
-5.13%
|
$442,584
$18.59 P/Share
|
|
Mar 13
2023
|
John Richard Stamm |
SELL
Open market or private sale
|
Direct |
11,843
-25.66%
|
$213,174
$18.37 P/Share
|
|
Mar 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 |
17,376
-3.5%
|
$312,768
$18.21 P/Share
|
|
Mar 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 |
17,376
-3.5%
|
$312,768
$18.21 P/Share
|
|
Mar 10
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 |
2,937
-0.59%
|
$52,866
$18.07 P/Share
|
|
Mar 10
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 |
2,938
-0.59%
|
$52,884
$18.07 P/Share
|
|
Mar 09
2023
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
35,084
-0.4%
|
$631,512
$18.85 P/Share
|
|
Mar 08
2023
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
62,857
-0.7%
|
$1,131,426
$18.63 P/Share
|
|
Mar 08
2023
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Open market or private sale
|
Direct |
81,729
-64.57%
|
$1,307,664
$16.52 P/Share
|
|
Mar 08
2023
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
31,098
+26.64%
|
$93,294
$3.73 P/Share
|
|
Mar 08
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Open market or private sale
|
Direct |
22,894
-89.23%
|
$366,304
$16.46 P/Share
|
|
Mar 08
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
20,000
+46.36%
|
$40,000
$2.5 P/Share
|
|
Mar 06
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Open market or private sale
|
Direct |
763
-19.53%
|
$11,445
$15.29 P/Share
|
|
Mar 02
2023
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
50,000
-0.56%
|
$750,000
$15.66 P/Share
|
|
Mar 01
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
390
-9.08%
|
$5,850
$15.6 P/Share
|
|
Mar 01
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
1,153
+21.16%
|
-
|
|
Mar 01
2023
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Payment of exercise price or tax liability
|
Direct |
568
-1.03%
|
$8,520
$15.6 P/Share
|
|
Mar 01
2023
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
1,732
+3.05%
|
-
|
|
Mar 01
2023
|
David De Stefano PRESIDENT & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
29,266
-7.54%
|
$438,990
$15.6 P/Share
|
|
Mar 01
2023
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
57,136
+12.83%
|
-
|
|
Mar 01
2023
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
1,247
-5.08%
|
$18,705
$15.6 P/Share
|
|
Mar 01
2023
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
3,441
+12.29%
|
-
|
|
Mar 01
2023
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
38,916
-0.43%
|
$583,740
$15.73 P/Share
|
|
Feb 28
2023
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
44,391
-0.49%
|
$665,865
$15.82 P/Share
|
|
Feb 24
2023
|
David De Stefano PRESIDENT & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
45,871
-12.17%
|
$688,065
$15.44 P/Share
|
|
Feb 24
2023
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
109,232
+22.47%
|
-
|
|
Feb 21
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Open market or private sale
|
Direct |
2,968
-48.56%
|
$44,520
$15.04 P/Share
|
|
Feb 10
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
1,516
-19.87%
|
$21,224
$14.21 P/Share
|
|
Feb 10
2023
|
Lisa Butler CHIEF ACCOUNTING OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
4,484
+37.02%
|
-
|
|
Feb 10
2023
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
8,466
-28.61%
|
$118,524
$14.21 P/Share
|
|
Feb 10
2023
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
24,009
+44.8%
|
-
|
|
Feb 10
2023
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Payment of exercise price or tax liability
|
Direct |
1,341
-2.45%
|
$18,774
$14.21 P/Share
|
|
Feb 10
2023
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
4,088
+6.95%
|
-
|
|
Dec 14
2022
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Open market or private sale
|
Direct |
7,439
-57.14%
|
$119,024
$16.28 P/Share
|
|
Dec 14
2022
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
7,439
+36.36%
|
$29,756
$4.7 P/Share
|
|
Dec 14
2022
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
9,089
-3.28%
|
$145,424
$16.14 P/Share
|
|
Dec 13
2022
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
30,000
-9.78%
|
$480,000
$16.39 P/Share
|
|
Dec 12
2022
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
9,631
-3.04%
|
$154,096
$16.05 P/Share
|
|
Dec 06
2022
|
Kevin L Robert |
SELL
Open market or private sale
|
Direct |
7,894
-25.05%
|
$118,410
$15.53 P/Share
|
|
Dec 05
2022
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Open market or private sale
|
Direct |
899
-13.88%
|
$14,384
$16.28 P/Share
|
|
Dec 05
2022
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
899
+12.19%
|
$3,596
$4.7 P/Share
|
|
Dec 02
2022
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Open market or private sale
|
Direct |
16,662
-74.92%
|
$266,592
$16.79 P/Share
|
|
Dec 02
2022
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
16,662
+42.83%
|
$66,648
$4.7 P/Share
|
|
Dec 02
2022
|
Kevin L Robert |
SELL
Open market or private sale
|
Direct |
5,000
-13.69%
|
$80,000
$16.83 P/Share
|
|
Nov 23
2022
|
Kevin L Robert |
BUY
Exercise of conversion of derivative security
|
Direct |
5,000
+12.05%
|
$10,000
$2.5 P/Share
|
|
Nov 23
2022
|
Kevin L Robert |
SELL
Open market or private sale
|
Direct |
11,843
-27.32%
|
$177,645
$15.5 P/Share
|
|
Nov 17
2022
|
Jeffery Westphal > 10% Shareholder |
SELL
Open market or private sale
|
Indirect |
1,500,000
-14.22%
|
$22,500,000
$15.15 P/Share
|
|
Nov 16
2022
|
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 |
500,000
+50.0%
|
-
|
|
Nov 16
2022
|
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 |
500,000
+50.0%
|
-
|