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>>
Time period
Insider Trading Transactions for Vertex, Inc.
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Common stock purchase or sale:
Transaction
Date
Reported
DateTime
CompanySymbolInsider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2023-07-12
Sale(A)
2023-09-19
8:30 pm
Vertex Inc.VERXWestphal Jeffery
10% Owner
80,618$18.9$1,523,7617,772,476
(Indirect
Direct)
View
2023-08-28
Sale
2023-08-30
4:11 pm
Vertex Inc.VERXStamm John Richard
Director
10,691$22.41$239,59232,430
(Direct)
View
2023-08-14
Sale
2023-08-16
4:03 pm
Vertex Inc.VERXANDERSEN ERIC C.
Director
15,121$19.5$294,90897,309
(Direct)
View
2023-07-14
Sale
2023-07-18
4:13 pm
Vertex Inc.VERXButler Lisa
CHIEF ACCOUNTING OFFICER
10,000$18.71$187,05931,196
(Direct)
View
2023-07-12
Sale
2023-07-14
7:05 pm
Vertex Inc.VERXWestphal Jeffery
10% Owner
325,198$18.84$6,126,1946,893,278
(Indirect
Direct)
View
2023-06-30
Sale
2023-07-05
7:54 pm
Vertex Inc.VERXWestphal Jeffery
10% Owner
608,798$19.08$11,617,2301,309,097
(Indirect
Direct)
View
2023-06-28
Sale
2023-06-30
6:00 pm
Vertex Inc.VERXWestphal Jeffery
10% Owner
800,000$18.26$14,608,0007,827,274
(Indirect
Direct)
View
2023-06-15
Sale
2023-06-20
4:29 pm
Vertex Inc.VERXDeStefano David
PRESIDENT & CEO
100,000$20.43$2,042,884259,074
(Direct)
View
2023-06-15
Sale
2023-06-20
4:28 pm
Vertex Inc.VERXButler Lisa
CHIEF ACCOUNTING OFFICER
10,000$20.89$208,93641,196
(Direct)
View
2023-05-15
Sale
2023-05-17
4:55 pm
Vertex Inc.VERXButler Lisa
CHIEF ACCOUNTING OFFICER
10,000$19.56$195,64851,196
(Direct)
View
2023-05-15
Sale
2023-05-17
4:54 pm
Vertex Inc.VERXSCHWAB JOHN R
CHIEF FINANCIAL OFFICER
30,000$19.61$588,381464,789
(Direct)
View
2023-04-19
Sale
2023-04-21
9:00 pm
Vertex Inc.VERXTensile Capital Management LP
10% Owner
103,541$22.46$2,325,5315,866,717
(Indirect)
View
2023-04-17
Sale
2023-04-19
4:14 pm
Vertex Inc.VERXButler Lisa
CHIEF ACCOUNTING OFFICER
10,000$22.45$224,48061,196
(Direct)
View
2023-04-05
Sale
2023-04-07
5:57 pm
Vertex Inc.VERXITEM 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$400,615100,000
(Direct)
View
2023-04-05
Sale
2023-04-07
5:50 pm
Vertex Inc.VERXITEM 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$400,615100,000
(Direct)
View
2023-03-31
Sale
2023-04-04
7:14 pm
Vertex Inc.VERXITEM 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$2,024,465118,780
(Direct)
View
2023-03-31
Sale
2023-04-04
7:12 pm
Vertex Inc.VERXITEM 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$2,024,444118,780
(Direct)
View
2023-03-28
Sale
2023-03-30
6:58 pm
Vertex Inc.VERXITEM 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$1,705,123214,750
(Direct)
View
2023-03-28
Sale
2023-03-30
6:54 pm
Vertex Inc.VERXITEM 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$1,705,142214,749
(Direct)
View
2023-03-20
Sale
2023-03-22
8:46 pm
Vertex Inc.VERXITEM 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$442,663300,000
(Direct)
View
2023-03-20
Sale
2023-03-22
8:44 pm
Vertex Inc.VERXITEM 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$442,681300,000
(Direct)
View
2023-03-15
Sale
2023-03-17
7:41 pm
Vertex Inc.VERXITEM 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$2,418,758324,266
(Direct)
View
2023-03-15
Sale
2023-03-17
7:39 pm
Vertex Inc.VERXITEM 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$2,418,758324,267
(Direct)
View
2023-03-15
Sale
2023-03-17
4:16 pm
Vertex Inc.VERXButler Lisa
CHIEF ACCOUNTING OFFICER
10,000$18.09$180,91071,196
(Direct)
View
2023-03-14
Sale
2023-03-16
7:06 pm
Vertex Inc.VERXWestphal Jeffery
10% Owner
1,509,373$17.82$26,896,3318,627,274
(Indirect
Direct)
View
2023-03-13
Sale
2023-03-15
4:16 pm
Vertex Inc.VERXStamm John Richard
Director
11,843$18.37$217,59134,306
(Direct)
View
2023-03-10
Sale
2023-03-14
7:58 pm
Vertex Inc.VERXITEM 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$826,476455,098
(Direct)
View
2023-03-10
Sale
2023-03-14
7:57 pm
Vertex Inc.VERXITEM 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$826,458455,099
(Direct)
View
2023-03-08
Sale
2023-03-10
8:28 pm
Vertex Inc.VERXWestphal Jeffery
10% Owner
97,941$18.71$1,832,54810,136,647
(Indirect
Direct)
View
2023-03-08
Sale
2023-03-10
4:25 pm
Vertex Inc.VERXRowland Bryan T.R.
GENERAL COUNSEL
81,729$16.51$1,349,55135,009
(Direct)
View

Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
CompanySymnbolInsider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing
2023-09-14
Exercise
2023-09-18
4:20 pm
N/A
N/A
Vertex Inc.VERXDeStefano David
PRESIDENT & CEO
314,865$2.5654,389
(Direct)
View
2023-09-14
Exercise
2023-09-18
4:20 pm
N/A
N/A
Vertex Inc.VERXDeStefano David
PRESIDENT & CEO
186,588$3.734654,389
(Direct)
View
2023-09-14
Exercise
2023-09-18
4:20 pm
N/A
2026-01-01
Vertex Inc.VERXDeStefano David
PRESIDENT & CEO
501,453$0654,389
(Direct)
View
2023-09-14
Tax Withholding
2023-09-18
4:20 pm
N/A
N/A
Vertex Inc.VERXDeStefano David
PRESIDENT & CEO
291,729$20.75654,389
(Direct)
View
2023-08-02
Conversion
2023-08-03
6:01 pm
N/A
N/A
Vertex Inc.VERXWestphal Jeffery
10% Owner
879,000$018,556,564
(Indirect)
View
2023-07-14
Exercise
2023-07-18
4:13 pm
N/A
N/A
Vertex Inc.VERXButler Lisa
CHIEF ACCOUNTING OFFICER
10,000$2.531,196
(Direct)
View
2023-07-14
Exercise
2023-07-18
4:13 pm
N/A
2026-02-02
Vertex Inc.VERXButler Lisa
CHIEF ACCOUNTING OFFICER
10,000$031,196
(Direct)
View
2023-06-15
Exercise
2023-06-20
4:28 pm
N/A
N/A
Vertex Inc.VERXButler Lisa
CHIEF ACCOUNTING OFFICER
10,000$2.541,196
(Direct)
View
2023-06-15
Exercise
2023-06-20
4:28 pm
N/A
2026-02-02
Vertex Inc.VERXButler Lisa
CHIEF ACCOUNTING OFFICER
10,000$041,196
(Direct)
View
2023-06-13
Option Award
2023-06-15
4:20 pm
N/A
N/A
Vertex Inc.VERXGayton Bradley M
Director
8,815$032,430
(Direct)
View
2023-06-13
Option Award
2023-06-15
4:19 pm
N/A
N/A
Vertex Inc.VERXANDERSEN ERIC C.
Director
8,815$0112,430
(Direct)
View
2023-06-13
Option Award
2023-06-15
4:19 pm
N/A
N/A
Vertex Inc.VERXStamm John Richard
Director
8,815$043,121
(Direct)
View
2023-06-13
Option Award
2023-06-15
4:18 pm
N/A
N/A
Vertex Inc.VERXRobert Kevin L
Director
8,815$032,430
(Direct)
View
2023-06-13
Option Award
2023-06-15
4:17 pm
N/A
N/A
Vertex Inc.VERXRadcliffe Amanda Westphal
Director
10% Owner
8,815$0132,360
(Direct)
View
2023-06-13
Option Award
2023-06-15
4:17 pm
N/A
N/A
Vertex Inc.VERXThompson Stefanie Westphal
Director
10% Owner
8,815$040,325
(Direct)
View
2023-06-13
Option Award
2023-06-15
4:16 pm
N/A
N/A
Vertex Inc.VERXSaunders Philip Seth
Director
8,815$023,936
(Direct)
View
2023-05-15
Exercise
2023-05-17
4:55 pm
N/A
N/A
Vertex Inc.VERXButler Lisa
CHIEF ACCOUNTING OFFICER
10,000$2.551,196
(Direct)
View
2023-05-15
Exercise
2023-05-17
4:55 pm
N/A
2026-02-02
Vertex Inc.VERXButler Lisa
CHIEF ACCOUNTING OFFICER
10,000$051,196
(Direct)
View
2023-05-15
Exercise
2023-05-17
4:54 pm
N/A
N/A
Vertex Inc.VERXSCHWAB JOHN R
CHIEF FINANCIAL OFFICER
30,000$4.7464,789
(Direct)
View
2023-05-15
Exercise
2023-05-17
4:54 pm
2022-02-05
2030-02-05
Vertex Inc.VERXSCHWAB JOHN R
CHIEF FINANCIAL OFFICER
30,000$0464,789
(Direct)
View
2023-04-17
Exercise
2023-04-19
4:14 pm
N/A
N/A
Vertex Inc.VERXButler Lisa
CHIEF ACCOUNTING OFFICER
10,000$2.561,196
(Direct)
View
2023-04-17
Exercise
2023-04-19
4:14 pm
N/A
2026-02-02
Vertex Inc.VERXButler Lisa
CHIEF ACCOUNTING OFFICER
10,000$061,196
(Direct)
View
2023-03-31
Conversion
2023-04-04
4:19 pm
N/A
N/A
Vertex Inc.VERXITEM 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$02,589,000
(Direct)
View
2023-03-15
Exercise
2023-03-17
4:16 pm
N/A
N/A
Vertex Inc.VERXButler Lisa
CHIEF ACCOUNTING OFFICER
10,000$2.571,196
(Direct)
View
2023-03-15
Exercise
2023-03-17
4:16 pm
N/A
2026-02-02
Vertex Inc.VERXButler Lisa
CHIEF ACCOUNTING OFFICER
10,000$071,196
(Direct)
View
2023-03-08
Exercise
2023-03-10
4:25 pm
N/A
N/A
Vertex Inc.VERXRowland Bryan T.R.
GENERAL COUNSEL
31,098$3.73435,009
(Direct)
View
2023-03-08
Exercise
2023-03-10
4:25 pm
N/A
2029-12-20
Vertex Inc.VERXRowland Bryan T.R.
GENERAL COUNSEL
31,098$035,009
(Direct)
View
(A) Indicate amendment filing.
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