NasdaqGM - Delayed Quote USD
Vertex, Inc. (VERX)
At close: October 18 at 4:00 PM EDT
After hours: October 18 at 5:54 PM EDT
Insider Purchases Last 6 Months
| Shares | Transactions | |
|---|---|---|
| Purchases | 2,920,589 | 13 |
| Sales | 5,078,076 | 13 |
| Net Shares Purchased (Sold) | -2,157,487 | 26 |
| Total Insider Shares Held | 32.7M | -- |
| % Net Shares Purchased (Sold) | -6.20% | -- |
Net Institutional Purchases Prior Quarter to Latest Quarter
| Shares | |
|---|---|
| Net Shares Purchased (Sold) | -- |
| % Change in Institutional Shares Held | -- |
Insider Transactions Reported - Last Two Years
| Insider | Transaction | Type | Value | Date |
|---|---|---|---|---|
| ITEM SECOND IRR. TRUST Trustee | Sale at price 39.73 - 40.77 per share. | Direct | 5,462,274 | Oct 14, 2024 |
| ITEM SECOND IRR. TRUST Trustee | Sale at price 39.73 - 40.48 per share. | Direct | 3,018,886 | Oct 11, 2024 |
| ANNE MARIE WESTPHAL Trustee | Sale at price 41.02 - 41.32 per share. | Direct | 5,142,877 | Oct 9, 2024 |
| JACOB J WESTPHAL Trustee | Sale at price 41.02 - 41.32 per share. | Direct | 5,349,348 | Oct 9, 2024 |
| WESTPHAL JEFFREY A Beneficial Owner of more than 10% of a Class of Security | -- | Indirect | -- | Oct 3, 2024 |
| 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 3, 2024 |
| STAMM JOHN RICHARD Director | Conversion of Exercise of derivative security at price 3.73 per share. | Direct | 18,670 | Sep 12, 2024 |
| STAMM JOHN RICHARD Director | Sale at price 35.41 - 35.44 per share. | Direct | 354,276 | Sep 12, 2024 |
| KYLE R. WESTPHAL Trustee | Sale at price 37.27 per share. | Direct | 5,922,521 | Aug 26, 2024 |
| SCHWAB JOHN R Chief Financial Officer | Conversion of Exercise of derivative security at price 4.70 per share. | Direct | 117,500 | Aug 22, 2024 |
| STAMM JOHN RICHARD Director | Conversion of Exercise of derivative security at price 3.73 per share. | Direct | 59,744 | Aug 22, 2024 |
| SCHWAB JOHN R Chief Financial Officer | Sale at price 35.81 per share. | Direct | 895,150 | Aug 22, 2024 |
| STAMM JOHN RICHARD Director | Sale at price 35.95 per share. | Direct | 575,179 | Aug 22, 2024 |
| ROWLAND BRYAN T R General Counsel | Conversion of Exercise of derivative security at price 3.73 per share. | Direct | 112,020 | Aug 20, 2024 |
| ROWLAND BRYAN T R General Counsel | Sale at price 35.71 - 35.72 per share. | Direct | 1,363,229 | Aug 20, 2024 |
| ANDERSEN ERIC C Director | Conversion of Exercise of derivative security at price 2.50 per share. | Direct | 350,000 | Aug 13, 2024 |
| ANDERSEN ERIC C Director | Sale at price 35.80 - 36.52 per share. | Direct | 5,070,536 | Aug 13, 2024 |
| 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 |
| SAUNDERS PHILIP SETH Director | Stock Award(Grant) at price 0.00 per share. | Direct | 0 | Jun 12, 2024 |
| ANDERSEN ERIC C Director | Stock Award(Grant) at price 0.00 per share. | Direct | 0 | Jun 12, 2024 |
| GAYTON BRADLEY MICHAEL Director | Stock Award(Grant) at price 0.00 per share. | Direct | 0 | Jun 12, 2024 |
| 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 |
| 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 |
| STAMM JOHN RICHARD Director | Stock Award(Grant) at price 0.00 per share. | Direct | 0 | Jun 12, 2024 |
| 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 5, 2024 |
| WESTPHAL JEFFERY Beneficial Owner of more than 10% of a Class of Security | -- | Indirect | -- | Apr 30, 2024 |
| 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 5, 2024 |
| 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 |
| ANNE MARIE WESTPHAL Trustee | Sale at price 30.27 per share. | Direct | 821,192 | Mar 26, 2024 |
| 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 |
| ANNE MARIE WESTPHAL Trustee | Sale at price 30.00 - 30.09 per share. | Direct | 1,434,554 | Mar 25, 2024 |
| JACOB J WESTPHAL Trustee | Sale at price 30.00 - 30.03 per share. | Direct | 88,847 | Mar 25, 2024 |
| 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 |
| ANNE MARIE WESTPHAL Trustee | Sale at price 30.04 - 30.05 per share. | Direct | 1,465,491 | Mar 20, 2024 |
| JACOB J WESTPHAL Trustee | Sale at price 30.04 - 30.06 per share. | Direct | 1,475,294 | Mar 20, 2024 |
| BUTLER LISA Officer | Sale at price 29.63 per share. | Direct | 245,616 | Mar 14, 2024 |
| NICHOLAS A. SHUHAN Trustee | Sale at price 30.00 - 30.01 per share. | Direct | 595,025 | Mar 14, 2024 |
| ANNE MARIE WESTPHAL Trustee | Sale at price 30.00 - 30.01 per share. | Direct | 573,713 | Mar 14, 2024 |
| JACOB J WESTPHAL Trustee | Sale at price 30.00 - 30.01 per share. | Direct | 587,774 | Mar 14, 2024 |
| DESTEFANO DAVID Chief Executive Officer | Sale at price 30.00 - 30.10 per share. | Direct | 471,569 | Mar 12, 2024 |
| ROWLAND BRYAN T R General Counsel | Conversion of Exercise of derivative security at price 3.73 per share. | Direct | 120,220 | Mar 8, 2024 |
| ROWLAND BRYAN T R General Counsel | Sale at price 29.65 per share. | Direct | 954,541 | Mar 8, 2024 |
| 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 8, 2024 |
| ANNE MARIE WESTPHAL Trustee | Sale at price 30.01 - 30.14 per share. | Direct | 1,521,035 | Mar 8, 2024 |
| JACOB J WESTPHAL Trustee | Sale at price 30.01 - 30.14 per share. | Direct | 1,511,508 | Mar 8, 2024 |
| 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 8, 2024 |
| SCHWAB JOHN R Chief Financial Officer | Conversion of Exercise of derivative security at price 4.70 per share. | Direct | 47,000 | Mar 5, 2024 |
| SCHWAB JOHN R Chief Financial Officer | Sale at price 30.00 per share. | Direct | 300,000 | Mar 5, 2024 |
| NICHOLAS A. SHUHAN Trustee | Sale at price 30.01 - 33.62 per share. | Direct | 1,107,085 | Mar 5, 2024 |
| ANNE MARIE WESTPHAL Trustee | Sale at price 30.01 - 33.62 per share. | Direct | 6,358,541 | Mar 5, 2024 |
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