Activist 13D/13G Filings - Vertex Inc. (VERX)

Real time Form 13D and 13G transaction reports:

  • Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company’s equity securities.
  • Due to inconsistent filing format, it is highly recommended that you read the orignal filing form.
  • Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Time period
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Reported
DateTime
TypeCompany
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev ReportFiling
2022-02-10
08:42 am
Purchase
13GVERTEX INC
VERX
VANGUARD GROUP INC2,621,819
6.43%
672,272increase
(+34.48%)
View
2022-02-02
12:46 pm
Sale
13GVERTEX INC
VERX
MASSACHUSETTS FINANCIAL SERVICES CO0
0%
-1,836,313decrease
(Position Closed)
View
2022-01-27
10:47 am
Sale
13GVERTEX INC
VERX
WELLS FARGO & COMPANY
WFC
481
0%
-1,836,897decrease
(-99.97%)
View
2022-01-18
12:59 pm
Sale
13GVERTEX INC
VERX
JPMORGAN CHASE & CO
JPM
2,618,116
6.4%
-189,209decrease
(-6.74%)
View
2022-01-10
4:31 pm
Purchase
13GVERTEX INC
VERX
Conestoga Capital Advisors LLC3,494,670
8.57%
780,110increase
(+28.74%)
View
2022-01-10
4:03 pm
Purchase
13GVERTEX INC
VERX
ALGER ASSOCIATES INC4,159,485
10.2%
2,074,693increase
(+99.52%)
View
2021-06-08
10:43 am
Purchase
13GVERTEX INC
VERX
JPMORGAN CHASE & CO
JPM
2,807,325
10.2%
1,084,811increase
(+62.98%)
View
2021-04-08
2:59 pm
Purchase
13GVERTEX INC
VERX
Neuberger Berman Group LLC3,015,231
11.45%
686,007increase
(+29.45%)
View
2021-02-16
4:44 pm
Purchase
13GVERTEX INC
VERX
ALGER ASSOCIATES INC2,084,792
8.12%
2,084,792increase
(New Position)
View
2021-02-16
2:24 pm
Unchanged
13GVERTEX INC
VERX
Capital International Investors1,517,306
5.9%
0
(Unchanged)
View
2021-02-16
1:57 pm
Purchase
13GVERTEX INC
VERX
Capital International Investors1,517,306
5.9%
1,517,306increase
(New Position)
View
2021-02-16
06:04 am
Purchase
13GVERTEX INC
VERX
DeStefano David1,856,086
6.6%
1,856,086increase
(New Position)
View
2021-02-12
7:34 pm
Sale
13GVERTEX INC
VERX
VIKING GLOBAL INVESTORS LP0
0%
-1,852,269decrease
(Position Closed)
View
2021-02-12
4:15 pm
Purchase
13GVERTEX INC
VERX
Radcliffe Amanda Westphal34,520,799
23.4%
34,520,799increase
(New Position)
View
2021-02-11
4:59 pm
Purchase
13GVERTEX INC
VERX
WELLS FARGO & COMPANY
WFC
1,837,378
7.15%
1,837,378increase
(New Position)
View
2021-02-11
4:37 pm
Purchase
13GVERTEX INC
VERX
Neuberger Berman Group LLC2,329,224
9.07%
2,329,224increase
(New Position)
View
2021-02-11
3:13 pm
Purchase
13GVERTEX INC
VERX
MASSACHUSETTS FINANCIAL SERVICES CO1,836,313
7.1%
1,836,313increase
(New Position)
View
2021-02-10
12:00 pm
Purchase
13GVERTEX INC
VERX
VANGUARD GROUP INC1,949,547
7.59%
1,949,547increase
(New Position)
View
2021-01-19
10:45 am
Purchase
13GVERTEX INC
VERX
JPMORGAN CHASE & CO
JPM
1,722,514
6.7%
1,722,514increase
(New Position)
View
2021-01-07
10:00 am
Purchase
13GVERTEX INC
VERX
Conestoga Capital Advisors LLC2,714,560
10.57%
22,870increase
(+0.85%)
View
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