Vertex, Inc. (VERX)

NasdaqGM - NasdaqGM Delayed Price. Currency in USD

Visitors trend2W10W9M

42.85

+0.15

(+0.35%)

At close: 04:00PM EDT

43.00

+0.15

(+0.35%)

After hours:

05:54PM EDT

Advertisement

Major Holders

Insider Roster

Insider Transactions

Currency in USD

Insider Purchases Last 6 Months	Shares	Trans
Purchases	2,920,589	13
Sales	5,078,076	13
Net Shares Purchased (Sold)	-2,157,487	26
Total Insider Shares Held	32.7M	N/A
% Net Shares Purchased (Sold)	-6.20%	N/A

Net Institutional Purchases Prior Quarter to Latest Quarter	Shares
Net Shares Purchased (Sold)	N/A
% Change in Institutional Shares Held	N/A

Insider Transactions Reported - Last Two Years

Insider	Transaction	Type	Value	Date	Shares
ITEM SECOND IRR. TRUST Trustee	Sale at price 39.73 - 40.77 per share.	Direct	5,462,274	Oct 14, 2024	135,146
ITEM SECOND IRR. TRUST Trustee	Sale at price 39.73 - 40.48 per share.	Direct	3,018,886	Oct 11, 2024	75,175
ANNE MARIE WESTPHAL Trustee	Sale at price 41.02 - 41.32 per share.	Direct	5,142,877	Oct 09, 2024	124,825
JACOB J WESTPHAL Trustee	Sale at price 41.02 - 41.32 per share.	Direct	5,349,348	Oct 09, 2024	129,854
WESTPHAL JEFFREY A Beneficial Owner of more than 10% of a Class of Security		Indirect		Oct 03, 2024	170,359
WESTPHAL JEFFREY A Beneficial Owner of more than 10% of a Class of Security	Sale at price 39.42 per share.	Indirect	48,289,500	Oct 03, 2024	1,225,000
STAMM JOHN RICHARD Director	Conversion of Exercise of derivative security at price 3.73 per share.	Direct	18,670	Sep 12, 2024	5,000
STAMM JOHN RICHARD Director	Sale at price 35.41 - 35.44 per share.	Direct	354,276	Sep 12, 2024	10,000
KYLE R. WESTPHAL Trustee	Sale at price 37.27 per share.	Direct	5,922,521	Aug 26, 2024	158,900
SCHWAB JOHN R Chief Financial Officer	Conversion of Exercise of derivative security at price 4.70 per share.	Direct	117,500	Aug 22, 2024	25,000
STAMM JOHN RICHARD Director	Conversion of Exercise of derivative security at price 3.73 per share.	Direct	59,744	Aug 22, 2024	16,000
SCHWAB JOHN R Chief Financial Officer	Sale at price 35.81 per share.	Direct	895,150	Aug 22, 2024	25,000
STAMM JOHN RICHARD Director	Sale at price 35.95 per share.	Direct	575,179	Aug 22, 2024	16,000
ROWLAND BRYAN T R General Counsel	Conversion of Exercise of derivative security at price 3.73 per share.	Direct	112,020	Aug 20, 2024	30,000
ROWLAND BRYAN T R General Counsel	Sale at price 35.71 - 35.72 per share.	Direct	1,363,229	Aug 20, 2024	38,176
ANDERSEN ERIC C Director	Conversion of Exercise of derivative security at price 2.50 per share.	Direct	350,000	Aug 13, 2024	140,000
ANDERSEN ERIC C Director	Sale at price 35.80 - 36.52 per share.	Direct	5,070,536	Aug 13, 2024	140,000
WESTPHAL JEFFERY Beneficial Owner of more than 10% of a Class of Security	Sale at price 37.81 per share.	Indirect	56,715,000	Jul 23, 2024	1,500,000
SAUNDERS PHILIP SETH Director	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 12, 2024	5,705
ANDERSEN ERIC C Director	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 12, 2024	5,705
GAYTON BRADLEY MICHAEL Director	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 12, 2024	5,705
RADCLIFFE AMANDA WESTPHAL Director and Beneficial Owner of more than 10% of a Class of Security	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 12, 2024	5,705
THOMPSON STEFANIE WESTPHAL Director and Beneficial Owner of more than 10% of a Class of Security	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 12, 2024	5,705
STAMM JOHN RICHARD Director	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 12, 2024	5,705
WESTPHAL JEFFERY Beneficial Owner of more than 10% of a Class of Security	Sale at price 32.93 per share.	Indirect	49,395,000	Jun 05, 2024	1,500,000
WESTPHAL JEFFERY Beneficial Owner of more than 10% of a Class of Security		Indirect		Apr 30, 2024	2,500,000
WESTPHAL JEFFERY Beneficial Owner of more than 10% of a Class of Security	Sale at price 30.05 per share.	Indirect	23,773,547	Apr 05, 2024	791,133
NICHOLAS A. SHUHAN Beneficial Owner of more than 10% of a Class of Security	Sale at price 30.22 - 30.23 per share.	Direct	2,459,469	Mar 27, 2024	81,361
ANNE MARIE WESTPHAL Trustee	Sale at price 30.27 per share.	Direct	821,192	Mar 26, 2024	27,128
NICHOLAS A. SHUHAN Beneficial Owner of more than 10% of a Class of Security	Sale at price 30.00 - 30.09 per share.	Direct	1,433,032	Mar 25, 2024	47,622
ANNE MARIE WESTPHAL Trustee	Sale at price 30.00 - 30.09 per share.	Direct	1,434,554	Mar 25, 2024	47,671
JACOB J WESTPHAL Trustee	Sale at price 30.00 - 30.03 per share.	Direct	88,847	Mar 25, 2024	2,959
NICHOLAS A. SHUHAN Beneficial Owner of more than 10% of a Class of Security	Sale at price 30.04 - 30.06 per share.	Direct	1,467,506	Mar 20, 2024	48,834
ANNE MARIE WESTPHAL Trustee	Sale at price 30.04 - 30.05 per share.	Direct	1,465,491	Mar 20, 2024	48,768
JACOB J WESTPHAL Trustee	Sale at price 30.04 - 30.06 per share.	Direct	1,475,294	Mar 20, 2024	49,095
BUTLER LISA Officer	Sale at price 29.63 per share.	Direct	245,616	Mar 14, 2024	8,290
NICHOLAS A. SHUHAN Trustee	Sale at price 30.00 - 30.01 per share.	Direct	595,025	Mar 14, 2024	19,829
ANNE MARIE WESTPHAL Trustee	Sale at price 30.00 - 30.01 per share.	Direct	573,713	Mar 14, 2024	19,118
JACOB J WESTPHAL Trustee	Sale at price 30.00 - 30.01 per share.	Direct	587,774	Mar 14, 2024	19,587
DESTEFANO DAVID Chief Executive Officer	Sale at price 30.00 - 30.10 per share.	Direct	471,569	Mar 12, 2024	15,677
ROWLAND BRYAN T R General Counsel	Conversion of Exercise of derivative security at price 3.73 per share.	Direct	120,220	Mar 08, 2024	32,196
ROWLAND BRYAN T R General Counsel	Sale at price 29.65 per share.	Direct	954,541	Mar 08, 2024	32,196
NICHOLAS A. SHUHAN Beneficial Owner of more than 10% of a Class of Security	Sale at price 30.01 - 30.14 per share.	Direct	1,508,059	Mar 08, 2024	50,133
ANNE MARIE WESTPHAL Trustee	Sale at price 30.01 - 30.14 per share.	Direct	1,521,035	Mar 08, 2024	50,566
JACOB J WESTPHAL Trustee	Sale at price 30.01 - 30.14 per share.	Direct	1,511,508	Mar 08, 2024	50,246
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A SHUHAN Beneficial Owner of more than 10% of a Class of Security	Sale at price 30.01 - 30.14 per share.	Direct	1,508,059	Mar 08, 2024	50,133
SCHWAB JOHN R Chief Financial Officer	Conversion of Exercise of derivative security at price 4.70 per share.	Direct	47,000	Mar 05, 2024	10,000
SCHWAB JOHN R Chief Financial Officer	Sale at price 30.00 per share.	Direct	300,000	Mar 05, 2024	10,000
NICHOLAS A. SHUHAN Trustee	Sale at price 30.01 - 33.62 per share.	Direct	1,107,085	Mar 05, 2024	33,673
ANNE MARIE WESTPHAL Trustee	Sale at price 30.01 - 33.62 per share.	Direct	6,358,541	Mar 05, 2024	206,749
STAMM JOHN RICHARD Director	Sale at price 29.48 per share.	Direct	191,620	Mar 05, 2024	6,500
JACOB J WESTPHAL Trustee	Sale at price 30.00 - 33.58 per share.	Direct	8,482,150	Mar 05, 2024	278,113
WESTPHAL JEFFERY Beneficial Owner of more than 10% of a Class of Security	Sale at price 31.55 - 33.74 per share.	Indirect	76,508,231	Mar 04, 2024	2,416,307
ROWLAND BRYAN T R General Counsel		Direct		Mar 01, 2024	866
SCHWAB JOHN R Chief Financial Officer		Direct		Mar 01, 2024	1,721
BUTLER LISA Officer		Direct		Mar 01, 2024	576
DESTEFANO DAVID Chief Executive Officer		Direct		Mar 01, 2024	28,568
DESTEFANO DAVID Chief Executive Officer	Conversion of Exercise of derivative security at price 2.50 per share.	Direct	1,125,000	Feb 29, 2024	450,000
ROWLAND BRYAN T R General Counsel		Direct		Feb 23, 2024	6,428
SCHWAB JOHN R Chief Financial Officer		Direct		Feb 23, 2024	30,305
BUTLER LISA Officer		Direct		Feb 23, 2024	6,854
DESTEFANO DAVID Chief Executive Officer		Direct		Feb 23, 2024	210,628
ANDERSEN ERIC C Director	Sale at price 25.88 per share.	Direct	258,823	Feb 15, 2024	10,000
ROWLAND BRYAN T R General Counsel		Direct		Feb 13, 2024	4,088
SCHWAB JOHN R Chief Financial Officer		Direct		Feb 13, 2024	24,009
BUTLER LISA Officer		Direct		Feb 13, 2024	4,484
DESTEFANO DAVID Chief Executive Officer	Stock Gift at price 0.00 per share.	Direct	0	Dec 27, 2023	37,455
SCHWAB JOHN R Chief Financial Officer	Conversion of Exercise of derivative security at price 4.70 per share.	Direct	117,500	Dec 18, 2023	25,000
SCHWAB JOHN R Chief Financial Officer	Sale at price 26.55 per share.	Direct	663,862	Dec 18, 2023	25,000
ROWLAND BRYAN T R General Counsel	Conversion of Exercise of derivative security at price 3.17 per share.	Direct	197,725	Dec 15, 2023	62,433
ROWLAND BRYAN T R General Counsel	Sale at price 26.86 - 26.96 per share.	Direct	1,800,632	Dec 15, 2023	66,802
ROBERT KEVIN L Director	Sale at price 26.86 per share.	Direct	228,133	Dec 15, 2023	8,494
DESTEFANO DAVID Chief Executive Officer	Sale at price 27.16 per share.	Direct	1,067,199	Dec 15, 2023	39,300
STAMM JOHN RICHARD Director	Sale at price 26.85 per share.	Direct	268,483	Dec 15, 2023	10,000
ANNE MARIE WESTPHAL Trustee	Sale at price 28.19 per share.	Direct	262,146	Dec 13, 2023	9,300
ITEM SECOND IRR. TRUST Trustee	Sale at price 28.18 - 28.91 per share.	Direct	1,743,599	Dec 13, 2023	60,599
ANNE MARIE WESTPHAL Trustee	Sale at price 28.64 - 28.88 per share.	Direct	4,320,293	Dec 12, 2023	150,284
JACOB J WESTPHAL Trustee	Sale at price 28.65 - 28.72 per share.	Direct	3,982,587	Dec 11, 2023	138,829
ITEM SECOND IRR. TRUST Trustee	Sale at price 28.69 - 29.63 per share.	Direct	3,076,432	Dec 07, 2023	105,490
JACOB J WESTPHAL Trustee	Sale at price 27.82 - 29.61 per share.	Direct	1,843,002	Dec 06, 2023	63,311
ANNE MARIE WESTPHAL Trustee	Sale at price 27.76 - 27.98 per share.	Direct	4,944,644	Dec 04, 2023	177,400
ITEM SECOND IRR. TRUST Trustee	Sale at price 27.77 - 28.89 per share.	Direct	6,445,215	Dec 01, 2023	228,555
ANDERSEN ERIC C Director	Sale at price 26.24 per share.	Direct	262,391	Nov 20, 2023	10,000
ANNE MARIE WESTPHAL Trustee	Sale at price 26.38 - 27.66 per share.	Direct	2,708,751	Nov 15, 2023	100,000
JACOB J WESTPHAL Trustee	Sale at price 26.35 - 27.67 per share.	Direct	2,698,937	Nov 15, 2023	100,000
WESTPHAL JEFFERY Beneficial Owner of more than 10% of a Class of Security	Sale at price 26.06 per share.	Indirect	49,488,592	Nov 14, 2023	1,899,025
KYLE R. WESTPHAL Trustee	Sale at price 27.17 - 27.35 per share.	Direct	8,154,858	Nov 13, 2023	300,000
TENSILE CAPITAL MANAGEMENT L.P. Beneficial Owner of more than 10% of a Class of Security	Sale at price 26.27 - 27.37 per share.	Indirect	6,903,362	Nov 10, 2023	260,418
KYLE R. WESTPHAL Trustee	Sale at price 22.29 - 23.12 per share.	Direct	8,843,493	Nov 08, 2023	388,879
KYLE R. WESTPHAL Trustee	Sale at price 23.33 - 23.60 per share.	Direct	7,279,714	Nov 03, 2023	311,121
JACOB J WESTPHAL Trustee		Direct		Oct 11, 2023	2,089,000
TENSILE CAPITAL MANAGEMENT L.P. Beneficial Owner of more than 10% of a Class of Security	Sale at price 23.98 - 24.55 per share.	Indirect	3,635,100	Oct 10, 2023	150,000
NICHOLAS A. SHUHAN Trustee		Direct		Oct 04, 2023	281,452
ANNE MARIE WESTPHAL Trustee		Direct		Oct 04, 2023	1,807,547
WESTPHAL JEFFERY Beneficial Owner of more than 10% of a Class of Security	Sale at price 22.32 per share.	Indirect	24,629,562	Oct 02, 2023	1,103,475
TENSILE CAPITAL MANAGEMENT L.P. Beneficial Owner of more than 10% of a Class of Security	Sale at price 23.36 per share.	Indirect	1,401,600	Sep 29, 2023	60,000
DESTEFANO DAVID Chief Executive Officer	Conversion of Exercise of derivative security at price 2.50 - 3.73 per share.	Direct	1,483,882	Sep 14, 2023	501,453
STAMM JOHN RICHARD Director	Sale at price 22.41 per share.	Direct	239,592	Aug 28, 2023	10,691
ANDERSEN ERIC C Director	Sale at price 19.50 per share.	Direct	294,908	Aug 14, 2023	15,121
WESTPHAL JEFFERY Beneficial Owner of more than 10% of a Class of Security		Indirect		Aug 02, 2023	879,000
BUTLER LISA Officer	Conversion of Exercise of derivative security at price 2.50 per share.	Direct	25,000	Jul 14, 2023	10,000
BUTLER LISA Officer	Sale at price 18.71 per share.	Direct	187,059	Jul 14, 2023	10,000
WESTPHAL JEFFERY Beneficial Owner of more than 10% of a Class of Security	Sale at price 18.66 - 18.91 per share.	Indirect	6,126,194	Jul 14, 2023	325,198
WESTPHAL JEFFERY Beneficial Owner of more than 10% of a Class of Security	Sale at price 18.90 per share.	Indirect	1,523,761	Jul 12, 2023	80,618
WESTPHAL JEFFERY Beneficial Owner of more than 10% of a Class of Security	Sale at price 19.07 - 19.92 per share.	Indirect	11,617,230	Jun 30, 2023	608,798
WESTPHAL JEFFERY Beneficial Owner of more than 10% of a Class of Security	Sale at price 18.26 per share.	Indirect	14,608,000	Jun 28, 2023	800,000
BUTLER LISA Officer	Conversion of Exercise of derivative security at price 2.50 per share.	Direct	25,000	Jun 15, 2023	10,000
BUTLER LISA Officer	Sale at price 20.52 - 22.31 per share.	Direct	208,936	Jun 15, 2023	10,000
DESTEFANO DAVID Chief Executive Officer	Sale at price 19.90 - 22.29 per share.	Direct	2,042,884	Jun 15, 2023	100,000
SAUNDERS PHILIP SETH Director	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 13, 2023	8,815
ANDERSEN ERIC C Director	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 13, 2023	8,815
ROBERT KEVIN L Director	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 13, 2023	8,815
GAYTON BRADLEY MICHAEL Director	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 13, 2023	8,815
RADCLIFFE AMANDA WESTPHAL Director and Beneficial Owner of more than 10% of a Class of Security	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 13, 2023	8,815
THOMPSON STEFANIE WESTPHAL Director and Beneficial Owner of more than 10% of a Class of Security	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 13, 2023	8,815
STAMM JOHN RICHARD Director	Stock Award(Grant) at price 0.00 per share.	Direct	0	Jun 13, 2023	8,815
SCHWAB JOHN R Chief Financial Officer	Conversion of Exercise of derivative security at price 4.70 per share.	Direct	141,000	May 15, 2023	30,000
BUTLER LISA Officer	Conversion of Exercise of derivative security at price 2.50 per share.	Direct	25,000	May 15, 2023	10,000
SCHWAB JOHN R Chief Financial Officer	Sale at price 19.61 per share.	Direct	588,381	May 15, 2023	30,000
BUTLER LISA Officer	Sale at price 19.56 per share.	Direct	195,648	May 15, 2023	10,000
TENSILE CAPITAL MANAGEMENT L.P. Beneficial Owner of more than 10% of a Class of Security	Sale at price 22.32 - 22.61 per share.	Indirect	2,325,531	Apr 21, 2023	103,541
BUTLER LISA Officer	Conversion of Exercise of derivative security at price 2.50 per share.	Direct	25,000	Apr 17, 2023	10,000
BUTLER LISA Officer	Sale at price 22.45 per share.	Direct	224,480	Apr 17, 2023	10,000
ANNE MARIE WESTPHAL Trustee	Sale at price 21.33 per share.	Direct	400,615	Apr 05, 2023	18,780
JACOB J WESTPHAL Trustee	Sale at price 21.33 per share.	Direct	400,615	Apr 05, 2023	18,780
ANNE MARIE WESTPHAL Trustee	Sale at price 20.78 - 21.41 per share.	Direct	2,024,465	Apr 04, 2023	95,970
JACOB J WESTPHAL Trustee	Sale at price 20.78 - 21.41 per share.	Direct	2,024,444	Apr 04, 2023	95,969
KYLE R. WESTPHAL Trustee		Direct		Mar 31, 2023	2,589,000
ANNE MARIE WESTPHAL Trustee	Sale at price 19.18 - 20.52 per share.	Direct	1,705,123	Mar 30, 2023	85,250
JACOB J WESTPHAL Trustee	Sale at price 19.18 - 20.52 per share.	Direct	1,705,142	Mar 30, 2023	85,251
ANNE MARIE WESTPHAL Trustee	Sale at price 18.24 - 18.26 per share.	Direct	442,663	Mar 22, 2023	24,266
JACOB J WESTPHAL Trustee	Sale at price 18.24 - 18.26 per share.	Direct	442,681	Mar 22, 2023	24,267
ANNE MARIE WESTPHAL Trustee	Sale at price 18.28 - 18.60 per share.	Direct	2,418,758	Mar 17, 2023	130,832
JACOB J WESTPHAL Beneficial Owner of more than 10% of a Class of Security	Sale at price 18.28 - 18.60 per share.	Direct	2,418,758	Mar 17, 2023	130,832
WESTPHAL JEFFERY Beneficial Owner of more than 10% of a Class of Security	Sale at price 17.62 - 18.74 per share.	Indirect	26,896,331	Mar 16, 2023	1,509,373
BUTLER LISA Officer	Conversion of Exercise of derivative security at price 2.50 per share.	Direct	25,000	Mar 15, 2023	10,000
BUTLER LISA Officer	Sale at price 18.09 per share.	Direct	180,910	Mar 15, 2023	10,000
ANNE MARIE WESTPHAL Trustee	Sale at price 18.07 - 18.59 per share.	Direct	826,476	Mar 14, 2023	44,902
JACOB J WESTPHAL Trustee	Sale at price 18.07 - 18.59 per share.	Direct	826,458	Mar 14, 2023	44,901
STAMM JOHN RICHARD Director	Sale at price 18.37 per share.	Direct	217,591	Mar 13, 2023	11,843
WESTPHAL JEFFERY Beneficial Owner of more than 10% of a Class of Security	Sale at price 18.63 - 18.85 per share.	Indirect	1,832,548	Mar 09, 2023	97,941
ROWLAND BRYAN T R General Counsel	Conversion of Exercise of derivative security at price 3.73 per share.	Direct	116,120	Mar 08, 2023	31,098
BUTLER LISA Officer	Conversion of Exercise of derivative security at price 2.50 per share.	Direct	50,000	Mar 08, 2023	20,000
ROWLAND BRYAN T R General Counsel	Sale at price 16.51 - 16.52 per share.	Direct	1,349,551	Mar 08, 2023	81,729
BUTLER LISA Officer	Sale at price 16.41 - 16.50 per share.	Direct	375,921	Mar 08, 2023	22,894
BUTLER LISA Officer	Sale at price 15.29 per share.	Direct	11,666	Mar 06, 2023	763
WESTPHAL JEFFERY Beneficial Owner of more than 10% of a Class of Security	Sale at price 15.66 - 15.82 per share.	Indirect	2,097,300	Mar 02, 2023	133,307
ROWLAND BRYAN T R General Counsel		Direct		Mar 01, 2023	1,732
SCHWAB JOHN R Chief Financial Officer		Direct		Mar 01, 2023	3,441
BUTLER LISA Officer		Direct		Mar 01, 2023	1,153

S&P 5005,864.67+23.20(+0.40%)

Dow 3043,275.91+36.81(+0.09%)

Nasdaq18,489.55+115.95(+0.63%)

Russell 20002,276.09-4.76(-0.21%)

Crude Oil69.34-1.33(-1.88%)

Gold2,736.40+28.90(+1.07%)

Vertex, Inc. (VERX)

Insider Transactions

Insider Transactions Reported - Last Two Years

S&P 500
5,864.67
+23.20(+0.40%)

Dow 30
43,275.91
+36.81(+0.09%)

Nasdaq
18,489.55
+115.95(+0.63%)

Russell 2000
2,276.09
-4.76(-0.21%)

Crude Oil
69.34
-1.33(-1.88%)

Gold
2,736.40
+28.90(+1.07%)