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 |
| 2024-04-05 Sale | 2024-04-09 7:33 pm | Vertex Inc. | VERX | Westphal Jeffrey 10% Owner | 791,133 | $30.05 | $23,773,547 | 1,562,536 (Indirect Direct) | View |
| 2024-03-26 Sale | 2024-03-28 6:01 pm | Vertex Inc. | VERX | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 13(D) GROUP MEMBER 10% Owner | 81,361 | $30.23 | $2,459,469 | 0 (Direct) | View |
| 2024-03-26 Sale | 2024-03-28 6:00 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 | 27,128 | $30.27 | $821,192 | 965,074 (Direct) | View |
| 2024-03-21 Sale | 2024-03-25 6:55 pm | Vertex Inc. | VERX | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 13(D) GROUP MEMBER 10% Owner | 47,622 | $30.09 | $1,433,032 | 81,361 (Direct) | View |
| 2024-03-21 Sale | 2024-03-25 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 | 2,959 | $30.03 | $88,847 | 1,197,706 (Direct) | View |
| 2024-03-21 Sale | 2024-03-25 6:52 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 | 47,671 | $30.09 | $1,434,554 | 992,202 (Direct) | View |
| 2024-03-18 Sale | 2024-03-20 9:02 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 | 49,095 | $30.05 | $1,475,294 | 1,200,665 (Direct) | View |
| 2024-03-18 Sale | 2024-03-20 9:01 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 | 48,768 | $30.05 | $1,465,491 | 1,039,873 (Direct) | View |
| 2024-03-18 Sale | 2024-03-20 9:00 pm | Vertex Inc. | VERX | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 13(D) GROUP MEMBER 10% Owner | 48,834 | $30.05 | $1,467,506 | 128,983 (Direct) | View |
| 2024-03-14 Sale | 2024-03-18 4:27 pm | Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER | 8,290 | $29.63 | $245,616 | 250 (Direct) | View |
| 2024-03-12 Sale | 2024-03-14 8:07 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 | 19,587 | $30.01 | $587,774 | 1,249,760 (Direct) | View |
| 2024-03-12 Sale | 2024-03-14 8:06 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 | 19,118 | $30.01 | $573,713 | 1,088,641 (Direct) | View |
| 2024-03-12 Sale | 2024-03-14 8:05 pm | Vertex Inc. | VERX | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 13(D) GROUP MEMBER 10% Owner | 19,829 | $30.01 | $595,025 | 177,817 (Direct) | View |
| 2024-03-08 Sale | 2024-03-12 4:17 pm | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 32,196 | $29.65 | $954,541 | 38,018 (Direct) | View |
| 2024-03-08 Sale | 2024-03-12 4:17 pm | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 15,677 | $30.08 | $471,569 | 701,363 (Direct) | View |
| 2024-03-06 Sale | 2024-03-08 6:30 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 | 50,566 | $30.08 | $1,521,035 | 1,107,759 (Direct) | View |
| 2024-03-06 Sale | 2024-03-08 6:28 pm | Vertex Inc. | VERX | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 13(D) GROUP MEMBER 10% Owner | 50,133 | $30.08 | $1,508,059 | 197,646 (Direct) | View |
| 2024-03-06 Sale | 2024-03-08 6:27 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 | 50,246 | $30.08 | $1,511,508 | 1,269,347 (Direct) | View |
| 2024-03-05 Sale | 2024-03-07 4:05 pm | Vertex Inc. | VERX | Stamm John Richard Director | 6,500 | $29.48 | $191,620 | 15,930 (Direct) | View |
| 2024-03-05 Sale | 2024-03-07 4:05 pm | Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | 10,000 | $30 | $300,000 | 459,577 (Direct) | View |
| 2024-03-01 Sale | 2024-03-05 6:41 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 | 206,749 | $30.75 | $6,358,541 | 1,158,325 (Direct) | View |
| 2024-03-01 Sale | 2024-03-05 6:40 pm | Vertex Inc. | VERX | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 13(D) GROUP MEMBER 10% Owner | 33,673 | $32.88 | $1,107,085 | 247,779 (Direct) | View |
| 2024-03-01 Sale | 2024-03-05 6:38 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 | 278,113 | $30.5 | $8,482,150 | 1,319,593 (Direct) | View |
| 2024-03-01 Sale | 2024-03-05 5:37 pm | Vertex Inc. | VERX | Westphal Jeffrey 10% Owner | 2,416,307 | $31.66 | $76,508,231 | 2,353,669 (Indirect Direct) | View |
| 2024-02-15 Sale | 2024-02-16 4:05 pm | Vertex Inc. | VERX | ANDERSEN ERIC C. Director | 10,000 | $25.88 | $258,823 | 77,309 (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 |
Ownership | 2024-03-20 4:17 pm | N/A N/A | Vertex Inc. | VERX | Leib Ryan J Chief Accounting Officer | 0 | $0 | 32,218 (Direct) | View |
| 2024-03-08 Exercise | 2024-03-12 4:17 pm | N/A N/A | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 32,196 | $3.734 | 38,018 (Direct) | View |
| 2024-03-08 Exercise | 2024-03-12 4:17 pm | N/A 2029-02-07 | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 32,196 | $0 | 38,018 (Direct) | View |
| 2024-03-05 Exercise | 2024-03-07 4:05 pm | N/A N/A | Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | 10,000 | $4.7 | 459,577 (Direct) | View |
| 2024-03-05 Exercise | 2024-03-07 4:05 pm | 2022-02-05 2030-02-05 | Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | 10,000 | $0 | 459,577 (Direct) | View |
| 2024-03-01 Tax Withholding | 2024-03-05 4:41 pm | N/A N/A | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 14,613 | $33.55 | 745,608 (Direct) | View |
| 2024-03-01 Exercise | 2024-03-05 4:41 pm | N/A N/A | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 28,568 | $0 | 745,608 (Direct) | View |
| 2024-03-01 Tax Withholding | 2024-03-05 4:39 pm | N/A N/A | Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | 932 | $33.55 | 54,825 (Direct) | View |
| 2024-03-01 Exercise | 2024-03-05 4:39 pm | N/A N/A | Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | 1,721 | $0 | 54,825 (Direct) | View |
| 2024-03-01 Tax Withholding | 2024-03-05 4:38 pm | N/A N/A | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 239 | $33.55 | 8,885 (Direct) | View |
| 2024-03-01 Exercise | 2024-03-05 4:38 pm | N/A N/A | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 866 | $0 | 8,885 (Direct) | View |
| 2024-03-01 Tax Withholding | 2024-03-05 4:37 pm | N/A N/A | Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER | 165 | $33.55 | 9,117 (Direct) | View |
| 2024-03-01 Exercise | 2024-03-05 4:37 pm | N/A N/A | Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER | 576 | $0 | 9,117 (Direct) | View |
| 2024-02-29 Exercise | 2024-03-04 4:35 pm | N/A N/A | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 450,000 | $2.5 | 1,512,581 (Direct) | View |
| 2024-02-29 Tax Withholding | 2024-03-04 4:35 pm | N/A N/A | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 247,903 | $31 | 1,512,581 (Direct) | View |
| 2024-02-29 Exercise | 2024-03-04 4:35 pm | N/A 2026-10-31 | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 450,000 | $0 | 1,512,581 (Direct) | View |
| 2024-02-23 Exercise | 2024-02-27 4:27 pm | N/A N/A | Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER | 6,854 | $0 | 28,693 (Direct) | View |
| 2024-02-23 Tax Withholding | 2024-02-27 4:27 pm | N/A N/A | Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER | 1,943 | $24.71 | 28,693 (Direct) | View |
| 2024-02-23 Exercise | 2024-02-27 4:25 pm | N/A N/A | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 6,428 | $0 | 26,677 (Direct) | View |
| 2024-02-23 Tax Withholding | 2024-02-27 4:25 pm | N/A N/A | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 1,784 | $24.71 | 26,677 (Direct) | View |
| 2024-02-23 Exercise | 2024-02-27 4:25 pm | N/A N/A | Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | 30,305 | $0 | 143,230 (Direct) | View |
| 2024-02-23 Tax Withholding | 2024-02-27 4:25 pm | N/A N/A | Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | 16,411 | $24.71 | 143,230 (Direct) | View |
| 2024-02-23 Exercise | 2024-02-27 4:24 pm | N/A N/A | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 210,628 | $0 | 1,023,639 (Direct) | View |
| 2024-02-23 Tax Withholding | 2024-02-27 4:24 pm | N/A N/A | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 101,830 | $24.71 | 1,023,639 (Direct) | View |
| 2024-02-22 Option Award | 2024-02-26 4:07 pm | N/A N/A | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 16,531 | $0 | 16,531 (Direct) | View |
| 2024-02-22 Option Award | 2024-02-26 4:06 pm | N/A N/A | Vertex Inc. | VERX | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | 95,551 | $0 | 95,551 (Direct) | View |
| 2024-02-22 Option Award | 2024-02-26 4:04 pm | N/A N/A | Vertex Inc. | VERX | DeStefano David PRESIDENT & CEO | 278,109 | $0 | 278,109 (Direct) | View |
| 2024-02-13 Tax Withholding | 2024-02-15 4:07 pm | N/A N/A | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 1,341 | $26.58 | 10,923 (Direct) | View |
| 2024-02-13 Exercise | 2024-02-15 4:07 pm | N/A N/A | Vertex Inc. | VERX | Rowland Bryan T.R. GENERAL COUNSEL | 4,088 | $0 | 10,923 (Direct) | View |
| 2024-02-13 Tax Withholding | 2024-02-15 4:07 pm | N/A N/A | Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER | 1,516 | $26.58 | 12,187 (Direct) | View |
| 2024-02-13 Exercise | 2024-02-15 4:07 pm | N/A N/A | Vertex Inc. | VERX | Butler Lisa CHIEF ACCOUNTING OFFICER | 4,484 | $0 | 12,187 (Direct) | View |