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 |
| 2023-07-12 Sale(A) | 2023-09-19 8:30 pm | Vertex Inc. | VERX | Westphal Jeffery 10% Owner | 80,618 | $18.9 | $1,523,761 | 7,772,476 (Indirect Direct) | View |
| 2023-08-28 Sale | 2023-08-30 4:11 pm | Vertex Inc. | VERX | Stamm John Richard Director | 10,691 | $22.41 | $239,592 | 32,430 (Direct) | View |
| 2023-08-14 Sale | 2023-08-16 4:03 pm | Vertex Inc. | VERX | ANDERSEN ERIC C. Director | 15,121 | $19.5 | $294,908 | 97,309 (Direct) | View |
| 2023-07-14 Sale | 2023-07-18 4:13 pm | Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER | 10,000 | $18.71 | $187,059 | 31,196 (Direct) | View |
| 2023-07-12 Sale | 2023-07-14 7:05 pm | Vertex Inc. | VERX | Westphal Jeffery 10% Owner | 325,198 | $18.84 | $6,126,194 | 6,893,278 (Indirect Direct) | View |
| 2023-06-30 Sale | 2023-07-05 7:54 pm | Vertex Inc. | VERX | Westphal Jeffery 10% Owner | 608,798 | $19.08 | $11,617,230 | 1,309,097 (Indirect Direct) | View |
| 2023-06-28 Sale | 2023-06-30 6:00 pm | Vertex Inc. | VERX | Westphal Jeffery 10% Owner | 800,000 | $18.26 | $14,608,000 | 7,827,274 (Indirect Direct) | View |
| 2023-06-15 Sale | 2023-06-20 4:29 pm | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 100,000 | $20.43 | $2,042,884 | 259,074 (Direct) | View |
| 2023-06-15 Sale | 2023-06-20 4:28 pm | Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER | 10,000 | $20.89 | $208,936 | 41,196 (Direct) | View |
| 2023-05-15 Sale | 2023-05-17 4:55 pm | Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER | 10,000 | $19.56 | $195,648 | 51,196 (Direct) | View |
| 2023-05-15 Sale | 2023-05-17 4:54 pm | Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | 30,000 | $19.61 | $588,381 | 464,789 (Direct) | View |
| 2023-04-19 Sale | 2023-04-21 9:00 pm | Vertex Inc. | VERX | Tensile Capital Management LP 10% Owner | 103,541 | $22.46 | $2,325,531 | 5,866,717 (Indirect) | View |
| 2023-04-17 Sale | 2023-04-19 4:14 pm | Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER | 10,000 | $22.45 | $224,480 | 61,196 (Direct) | View |
| 2023-04-05 Sale | 2023-04-07 5:57 pm | 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 | 18,780 | $21.33 | $400,615 | 100,000 (Direct) | View |
| 2023-04-05 Sale | 2023-04-07 5:50 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 | 18,780 | $21.33 | $400,615 | 100,000 (Direct) | View |
| 2023-03-31 Sale | 2023-04-04 7:14 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 | 95,970 | $21.09 | $2,024,465 | 118,780 (Direct) | View |
| 2023-03-31 Sale | 2023-04-04 7:12 pm | 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 | 95,969 | $21.09 | $2,024,444 | 118,780 (Direct) | View |
| 2023-03-28 Sale | 2023-03-30 6:58 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 | 85,250 | $20 | $1,705,123 | 214,750 (Direct) | View |
| 2023-03-28 Sale | 2023-03-30 6:54 pm | 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 | 85,251 | $20 | $1,705,142 | 214,749 (Direct) | View |
| 2023-03-20 Sale | 2023-03-22 8:46 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 | 24,266 | $18.24 | $442,663 | 300,000 (Direct) | View |
| 2023-03-20 Sale | 2023-03-22 8:44 pm | 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 | 24,267 | $18.24 | $442,681 | 300,000 (Direct) | View |
| 2023-03-15 Sale | 2023-03-17 7:41 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 | 130,832 | $18.49 | $2,418,758 | 324,266 (Direct) | View |
| 2023-03-15 Sale | 2023-03-17 7:39 pm | 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 | 130,832 | $18.49 | $2,418,758 | 324,267 (Direct) | View |
| 2023-03-15 Sale | 2023-03-17 4:16 pm | Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER | 10,000 | $18.09 | $180,910 | 71,196 (Direct) | View |
| 2023-03-14 Sale | 2023-03-16 7:06 pm | Vertex Inc. | VERX | Westphal Jeffery 10% Owner | 1,509,373 | $17.82 | $26,896,331 | 8,627,274 (Indirect Direct) | View |
| 2023-03-13 Sale | 2023-03-15 4:16 pm | Vertex Inc. | VERX | Stamm John Richard Director | 11,843 | $18.37 | $217,591 | 34,306 (Direct) | View |
| 2023-03-10 Sale | 2023-03-14 7:58 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 | 44,902 | $18.41 | $826,476 | 455,098 (Direct) | View |
| 2023-03-10 Sale | 2023-03-14 7:57 pm | 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 | 44,901 | $18.41 | $826,458 | 455,099 (Direct) | View |
| 2023-03-08 Sale | 2023-03-10 8:28 pm | Vertex Inc. | VERX | Westphal Jeffery 10% Owner | 97,941 | $18.71 | $1,832,548 | 10,136,647 (Indirect Direct) | View |
| 2023-03-08 Sale | 2023-03-10 4:25 pm | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 81,729 | $16.51 | $1,349,551 | 35,009 (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 |
| 2023-09-14 Exercise | 2023-09-18 4:20 pm | N/A N/A | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 314,865 | $2.5 | 654,389 (Direct) | View |
| 2023-09-14 Exercise | 2023-09-18 4:20 pm | N/A N/A | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 186,588 | $3.734 | 654,389 (Direct) | View |
| 2023-09-14 Exercise | 2023-09-18 4:20 pm | N/A 2026-01-01 | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 501,453 | $0 | 654,389 (Direct) | View |
| 2023-09-14 Tax Withholding | 2023-09-18 4:20 pm | N/A N/A | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 291,729 | $20.75 | 654,389 (Direct) | View |
| 2023-08-02 Conversion | 2023-08-03 6:01 pm | N/A N/A | Vertex Inc. | VERX | Westphal Jeffery 10% Owner | 879,000 | $0 | 18,556,564 (Indirect) | View |
| 2023-07-14 Exercise | 2023-07-18 4:13 pm | N/A N/A | Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER | 10,000 | $2.5 | 31,196 (Direct) | View |
| 2023-07-14 Exercise | 2023-07-18 4:13 pm | N/A 2026-02-02 | Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER | 10,000 | $0 | 31,196 (Direct) | View |
| 2023-06-15 Exercise | 2023-06-20 4:28 pm | N/A N/A | Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER | 10,000 | $2.5 | 41,196 (Direct) | View |
| 2023-06-15 Exercise | 2023-06-20 4:28 pm | N/A 2026-02-02 | Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER | 10,000 | $0 | 41,196 (Direct) | View |
| 2023-06-13 Option Award | 2023-06-15 4:20 pm | N/A N/A | Vertex Inc. | VERX | Gayton Bradley M Director | 8,815 | $0 | 32,430 (Direct) | View |
| 2023-06-13 Option Award | 2023-06-15 4:19 pm | N/A N/A | Vertex Inc. | VERX | ANDERSEN ERIC C. Director | 8,815 | $0 | 112,430 (Direct) | View |
| 2023-06-13 Option Award | 2023-06-15 4:19 pm | N/A N/A | Vertex Inc. | VERX | Stamm John Richard Director | 8,815 | $0 | 43,121 (Direct) | View |
| 2023-06-13 Option Award | 2023-06-15 4:18 pm | N/A N/A | Vertex Inc. | VERX | Robert Kevin L Director | 8,815 | $0 | 32,430 (Direct) | View |
| 2023-06-13 Option Award | 2023-06-15 4:17 pm | N/A N/A | Vertex Inc. | VERX | Radcliffe Amanda Westphal Director 10% Owner | 8,815 | $0 | 132,360 (Direct) | View |
| 2023-06-13 Option Award | 2023-06-15 4:17 pm | N/A N/A | Vertex Inc. | VERX | Thompson Stefanie Westphal Director 10% Owner | 8,815 | $0 | 40,325 (Direct) | View |
| 2023-06-13 Option Award | 2023-06-15 4:16 pm | N/A N/A | Vertex Inc. | VERX | Saunders Philip Seth Director | 8,815 | $0 | 23,936 (Direct) | View |
| 2023-05-15 Exercise | 2023-05-17 4:55 pm | N/A N/A | Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER | 10,000 | $2.5 | 51,196 (Direct) | View |
| 2023-05-15 Exercise | 2023-05-17 4:55 pm | N/A 2026-02-02 | Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER | 10,000 | $0 | 51,196 (Direct) | View |
| 2023-05-15 Exercise | 2023-05-17 4:54 pm | N/A N/A | Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | 30,000 | $4.7 | 464,789 (Direct) | View |
| 2023-05-15 Exercise | 2023-05-17 4:54 pm | 2022-02-05 2030-02-05 | Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | 30,000 | $0 | 464,789 (Direct) | View |
| 2023-04-17 Exercise | 2023-04-19 4:14 pm | N/A N/A | Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER | 10,000 | $2.5 | 61,196 (Direct) | View |
| 2023-04-17 Exercise | 2023-04-19 4:14 pm | N/A 2026-02-02 | Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER | 10,000 | $0 | 61,196 (Direct) | View |
| 2023-03-31 Conversion | 2023-04-04 4:19 pm | N/A N/A | Vertex Inc. | VERX | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001 13(D) GROUP MEMBER 10% Owner | 2,589,000 | $0 | 2,589,000 (Direct) | View |
| 2023-03-15 Exercise | 2023-03-17 4:16 pm | N/A N/A | Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER | 10,000 | $2.5 | 71,196 (Direct) | View |
| 2023-03-15 Exercise | 2023-03-17 4:16 pm | N/A 2026-02-02 | Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER | 10,000 | $0 | 71,196 (Direct) | View |
| 2023-03-08 Exercise | 2023-03-10 4:25 pm | N/A N/A | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 31,098 | $3.734 | 35,009 (Direct) | View |
| 2023-03-08 Exercise | 2023-03-10 4:25 pm | N/A 2029-12-20 | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 31,098 | $0 | 35,009 (Direct) | View |