Real time insider trading transaction history:
- Insiders are prohibited from making short-swing profits by trading their shares within 6 months of the registration or acquiring the shares.
- 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
What is insider trading>>
- Peter Lynch
What is insider trading>>
Common stock purchase or sale:
| Transaction Date | Reported DateTime | Company | Symbol | Insider Relationship | Shares Traded | Average Price | Total Amount | Shares Owned | Filing |
| 2025-06-20 Sale | 2025-06-24 6:11 pm | Vertex Inc. | VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001 13(D) GROUP MEMBER 10% Owner | 23,767 | $35.19 | $836,411 | 173,074 (Direct) | View |
| 2025-06-16 Sale | 2025-06-18 7:18 pm | Vertex Inc. | VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001 13(D) GROUP MEMBER 10% Owner | 381,233 | $36.59 | $13,949,826 | 196,841 (Direct) | View |
| 2025-06-09 Sale | 2025-06-11 3:21 pm | Vertex Inc. | VERX | Westphal Jeffrey See Remarks | 3,000,000 | $38.45 | $115,350,000 | 1,521,822 (Indirect Direct) | View |
| 2025-05-13 Sale | 2025-05-14 4:30 pm | Vertex Inc. | VERX | Leib Ryan J Chief Accounting Officer | 5,755 | $38 | $218,690 | 0 (Direct) | View |
| 2025-05-12 Sale | 2025-05-14 4:29 pm | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 472,531 | $37.41 | $17,677,609 | 1,270,619 (Indirect Direct) | View |
| 2025-03-19 Sale | 2025-03-21 4:03 pm | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 43,228 | $35.98 | $1,555,515 | 132 (Direct) | View |
| 2025-03-04 Purchase | 2025-03-04 4:57 pm | Vertex Inc. | VERX | Gayton Bradley M Director | 9,400 | $31.85 | $299,382 | 47,535 (Direct) | View |
| 2025-01-22 Sale | 2025-01-23 6:39 pm | Vertex Inc. | VERX | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001 10% Owner | 72,000 | $56.49 | $4,067,286 | 1,211,100 (Direct) | View |
Stock options: Exercise, Award, Grant, Conversion
| Transaction Date | Reported DateTime | Exercisable Expiration | Company | Symnbol | Insider Relationship | Shares Traded | Conversion Price | Shares Owned | Filing |
| 2025-06-11 Option Award | 2025-06-13 4:29 pm | N/A N/A | Vertex Inc. | VERX | Gayton Bradley M Director | 5,327 | $0 | 52,862 (Direct) | View |
| 2025-06-11 Option Award | 2025-06-13 4:28 pm | N/A N/A | Vertex Inc. | VERX | Stamm John Richard Director | 5,327 | $0 | 17,047 (Direct) | View |
| 2025-06-11 Option Award | 2025-06-13 4:28 pm | N/A N/A | Vertex Inc. | VERX | Radcliffe Amanda Westphal Director 10% Owner | 5,327 | $0 | 143,392 (Direct) | View |
| 2025-06-11 Option Award | 2025-06-13 4:27 pm | N/A N/A | Vertex Inc. | VERX | Thompson Stefanie Westphal Director 10% Owner | 5,327 | $0 | 51,357 (Direct) | View |
| 2025-06-11 Option Award | 2025-06-13 4:27 pm | N/A N/A | Vertex Inc. | VERX | Saunders Philip Seth Director | 5,327 | $0 | 34,968 (Direct) | View |
| 2025-06-11 Option Award | 2025-06-13 4:26 pm | N/A N/A | Vertex Inc. | VERX | ANDERSEN ERIC C. Director | 5,327 | $0 | 110,341 (Direct) | View |
| 2025-06-11 Option Award | 2025-06-13 4:26 pm | N/A N/A | Vertex Inc. | VERX | Mendola Mark J Director | 5,327 | $0 | 5,327 (Direct) | View |
| 2025-06-09 Conversion | 2025-06-11 3:21 pm | N/A N/A | Vertex Inc. | VERX | Westphal Jeffrey See Remarks | 3,000,000 | $0 | 1,521,822 (Indirect) | View |
| 2025-05-20 Conversion | 2025-05-22 4:15 pm | N/A N/A | Vertex Inc. | VERX | 2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON 13(d) Group Member 10% Owner | 22,500 | $0 | 112,581 (Direct) | View |
| 2025-05-20 Conversion | 2025-05-22 4:14 pm | N/A N/A | Vertex Inc. | VERX | ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001 13(d) Group Member 10% Owner | 600,000 | $0 | 1,941,750 (Direct) | View |
| 2025-05-20 Conversion | 2025-05-22 4:13 pm | N/A N/A | Vertex Inc. | VERX | ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001 13(d) Group Member 10% Owner | 300,000 | $0 | 1,941,750 (Direct) | View |
| 2025-05-20 Conversion | 2025-05-22 4:12 pm | N/A N/A | Vertex Inc. | VERX | ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001 13(d) Group Member 10% Owner | 400,000 | $0 | 1,983,968 (Direct) | View |
| 2025-05-12 Exercise | 2025-05-14 4:29 pm | N/A 2026-10-31 | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 747,786 | $0 | 1,270,619 (Direct) | View |
| 2025-05-12 Exercise | 2025-05-14 4:29 pm | N/A N/A | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 428,396 | $2.5 | 1,270,619 (Direct) | View |
| 2025-05-13 Exercise | 2025-05-14 4:29 pm | N/A N/A | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 186,591 | $3.734 | 1,270,619 (Direct) | View |
| 2025-05-12 Exercise | 2025-05-14 4:29 pm | N/A N/A | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 132,799 | $32.16 | 1,270,619 (Direct) | View |
| 2025-03-19 Exercise | 2025-03-21 4:03 pm | N/A 2029-12-20 | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 32,105 | $0 | 132 (Direct) | View |
| 2025-03-19 Exercise | 2025-03-21 4:03 pm | N/A N/A | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 31,098 | $3.734 | 132 (Direct) | View |
| 2025-03-19 Exercise | 2025-03-21 4:03 pm | N/A N/A | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 1,007 | $32.16 | 132 (Direct) | View |
| 2025-03-04 Exercise | 2025-03-06 4:21 pm | N/A 2026-03-01 | Vertex Inc. | VERX | ANDERSEN ERIC C. Director | 22,000 | $0 | 105,014 (Direct) | View |
| 2025-03-04 Exercise | 2025-03-06 4:21 pm | N/A N/A | Vertex Inc. | VERX | ANDERSEN ERIC C. Director | 22,000 | $2.5 | 105,014 (Direct) | View |
| 2025-02-28 Exercise | 2025-03-04 4:12 pm | N/A N/A | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 867 | $0 | 11,255 (Direct) | View |
| 2025-02-28 Tax Withholding | 2025-03-04 4:12 pm | N/A N/A | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 239 | $32.29 | 11,255 (Direct) | View |
| 2025-02-28 Exercise | 2025-03-04 4:12 pm | N/A N/A | Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | 1,721 | $0 | 89,624 (Direct) | View |
| 2025-02-28 Tax Withholding | 2025-03-04 4:12 pm | N/A N/A | Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | 932 | $32.29 | 89,624 (Direct) | View |
| 2025-02-28 Exercise | 2025-03-04 4:11 pm | N/A N/A | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 28,568 | $0 | 995,364 (Direct) | View |
| 2025-02-28 Tax Withholding | 2025-03-04 4:11 pm | N/A N/A | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 14,613 | $32.29 | 995,364 (Direct) | View |
| 2025-02-24 Exercise | 2025-02-26 4:21 pm | N/A N/A | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 109,232 | $0 | 1,090,642 (Direct) | View |
| 2025-02-24 Tax Withholding | 2025-02-26 4:21 pm | N/A N/A | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 55,873 | $43.64 | 1,090,642 (Direct) | View |
| 2025-02-21 Exercise | 2025-02-25 4:19 pm | N/A N/A | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 170,922 | $0 | 1,339,423 (Direct) | View |
| 2025-02-21 Tax Withholding | 2025-02-25 4:19 pm | N/A N/A | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 84,142 | $44.21 | 1,339,423 (Direct) | View |
| 2025-02-21 Exercise | 2025-02-25 4:18 pm | N/A N/A | Vertex Inc. | VERX | Leib Ryan J Chief Accounting Officer | 4,035 | $0 | 17,861 (Direct) | View |
| 2025-02-21 Tax Withholding | 2025-02-25 4:18 pm | N/A N/A | Vertex Inc. | VERX | Leib Ryan J Chief Accounting Officer | 1,150 | $44.21 | 17,861 (Direct) | View |
| 2025-02-21 Exercise | 2025-02-25 4:18 pm | N/A N/A | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 10,561 | $0 | 35,883 (Direct) | View |
| 2025-02-21 Tax Withholding | 2025-02-25 4:18 pm | N/A N/A | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 2,904 | $44.21 | 35,883 (Direct) | View |
| 2025-02-21 Exercise | 2025-02-25 4:17 pm | N/A N/A | Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | 54,192 | $0 | 221,109 (Direct) | View |
| 2025-02-21 Tax Withholding | 2025-02-25 4:17 pm | N/A N/A | Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | 29,346 | $44.21 | 221,109 (Direct) | View |
| 2025-02-20 Option Award | 2025-02-24 4:20 pm | N/A N/A | Vertex Inc. | VERX | Leib Ryan J Chief Accounting Officer | 9,254 | $0 | 9,254 (Direct) | View |
| 2025-02-20 Option Award | 2025-02-24 4:19 pm | N/A N/A | Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | 63,513 | $0 | 63,513 (Direct) | View |
| 2025-02-20 Option Award | 2025-02-24 4:18 pm | N/A N/A | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 176,057 | $0 | 176,057 (Direct) | View |
| 2025-02-20 Option Award | 2025-02-24 4:18 pm | N/A N/A | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 11,901 | $0 | 11,901 (Direct) | View |
| 2025-02-10 Exercise | 2025-02-12 4:13 pm | N/A N/A | Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | 24,009 | $0 | 87,999 (Direct) | View |
| 2025-02-10 Tax Withholding | 2025-02-12 4:13 pm | N/A N/A | Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | 13,124 | $56.02 | 87,999 (Direct) | View |
| 2025-02-10 Exercise | 2025-02-12 4:12 pm | N/A N/A | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 4,088 | $0 | 7,058 (Direct) | View |
| 2025-02-10 Tax Withholding | 2025-02-12 4:12 pm | N/A N/A | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 1,250 | $56.02 | 7,058 (Direct) | View |
| 2025-01-31 Exercise | 2025-02-04 4:14 pm | N/A N/A | Vertex Inc. | VERX | Leib Ryan J Chief Accounting Officer | 4,019 | $0 | 14,928 (Direct) | View |
| 2025-01-31 Tax Withholding | 2025-02-04 4:14 pm | N/A N/A | Vertex Inc. | VERX | Leib Ryan J Chief Accounting Officer | 1,281 | $57.75 | 14,928 (Direct) | View |
| 2024-12-31 Gift | 2025-01-03 8:36 pm | N/A N/A | Vertex Inc. | VERX | Westphal Jeffrey See Remarks | 450,000 | $0 | 4,521,822 (Direct) | View |
| 2024-12-20 Conversion(A) | 2025-01-03 8:35 pm | N/A N/A | Vertex Inc. | VERX | Westphal Jeffrey See Remarks | 450,000 | $0 | 4,971,822 (Direct) | View |
| 2024-12-23 Gift | 2024-12-26 6:01 pm | N/A N/A | Vertex Inc. | VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001 13(D) GROUP MEMBER 10% Owner | 37,000 | $0 | 745,706 (Direct) | View |
| 2024-12-23 Gift | 2024-12-26 6:00 pm | N/A N/A | Vertex Inc. | VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001 13(D) GROUP MEMBER 10% Owner | 37,000 | $0 | 578,074 (Direct) | View |