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Vertex, Inc. (VERX)
All trades on this company by insiders. Hover over bubbles for specific trade details. Drag along the graph for custom price change. Green - Buy, Red - Sell, Orange - Congress Member.
Technology
Software—Application
DATE
INSIDER
COMPANY
OWNED SHARES
SHARES TRADED
PRICE
NET TOTAL
SELL
1 Mar 2024
Westphal Jeffrey
10% Owner
Vertex, Inc.
(VERX)
2,345,774
-50%
2,416,307
$31.66
$76,508,230.00
SELL
1 Mar 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10% Owner, 13(D) GROUP MEMBER
Vertex, Inc.
(VERX)
1,319,593
-17%
278,113
$30.50
$8,482,149.00
SELL
1 Mar 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10% Owner, 13(D) GROUP MEMBER
Vertex, Inc.
(VERX)
1,158,324.8
-15%
206,749
$30.75
$6,358,541.00
SELL
1 Mar 2024
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
10% Owner, 13(D) GROUP MEMBER
Vertex, Inc.
(VERX)
247,779.3
-11%
33,673
$32.88
$1,107,085.20
SELL
15 Feb 2024
ANDERSEN ERIC C.
Director
Vertex, Inc.
(VERX)
77,309
-11%
10,000
$25.88
$258,823.00
SELL
18 Dec 2023
SCHWAB JOHN R
CHIEF FINANCIAL OFFICER, Officer
Vertex, Inc.
(VERX)
23,316
-51%
25,000
$26.55
$663,862.50
SELL
15 Dec 2023
Stamm John Richard
Director
Vertex, Inc.
(VERX)
22,430
-30%
10,000
$26.85
$268,483.00
SELL
15 Dec 2023
Robert Kevin L
Director
Vertex, Inc.
(VERX)
23,936
-26%
8,494
$26.86
$228,132.70
SELL
15 Dec 2023
Rowland Bryan T.R.
GENERAL COUNSEL, Officer
Vertex, Inc.
(VERX)
4,369
-93%
66,802
$26.95
$1,800,631.80
SELL
15 Dec 2023
DeStefano David
PRESIDENT & CEO, Director, Officer
Vertex, Inc.
(VERX)
429,645
-8%
39,300
$27.16
$1,067,199.40
SELL
13 Dec 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10% Owner, 13(D) GROUP MEMBER
Vertex, Inc.
(VERX)
1,365,073.8
-0%
9,300
$28.19
$262,145.62
SELL
14 Nov 2023
Westphal Jeffery
10% Owner
Vertex, Inc.
(VERX)
4,762,081
-28%
1,899,025
$26.06
$49,488,590.00
SELL
13 Nov 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10% Owner, 13(D) GROUP MEMBER
Vertex, Inc.
(VERX)
2,089,000
-4%
100,000
$26.99
$2,698,936.50
SELL
13 Nov 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10% Owner, 13(D) GROUP MEMBER
Vertex, Inc.
(VERX)
1,807,547.8
-1%
21,054
$27.09
$626,100.56
SELL
9 Nov 2023
Tensile Capital Management LP
10% Owner
Vertex, Inc.
(VERX)
5,396,299
-4%
260,418
$26.51
$6,903,362.00
SELL
6 Nov 2023
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10% Owner, 13(D) GROUP MEMBER
Vertex, Inc.
(VERX)
1,889,000
-17%
388,879
$22.74
$8,843,493.00
SELL
1 Nov 2023
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10% Owner, 13(D) GROUP MEMBER
Vertex, Inc.
(VERX)
2,277,879
-12%
311,121
$23.40
$7,279,714.00
SELL
28 Aug 2023
Stamm John Richard
Director
Vertex, Inc.
(VERX)
32,430
-24%
10,691
$22.41
$239,591.73
SELL
14 Aug 2023
ANDERSEN ERIC C.
Director
Vertex, Inc.
(VERX)
97,309
-13%
15,121
$19.50
$294,907.90
SELL
14 Jul 2023
Butler Lisa
CHIEF ACCOUNTING OFFICER, Officer
Vertex, Inc.
(VERX)
250
-97%
10,000
$18.71
$187,059.00
SELL
12 Jul 2023
Westphal Jeffery
10% Owner
Vertex, Inc.
(VERX)
5,584,181
-5%
325,198
$18.84
$6,126,194.00
SELL
12 Jul 2023
Westphal Jeffery
10% Owner
Vertex, Inc.
(VERX)
5,584,379
-1%
80,618
$18.90
$1,523,760.80
SELL
30 Jun 2023
Westphal Jeffery
10% Owner
Vertex, Inc.
(VERX)
5,909,379
-9%
608,798
$19.08
$11,617,230.00
SELL
28 Jun 2023
Westphal Jeffery
10% Owner
Vertex, Inc.
(VERX)
6,509,379
-10%
800,000
$18.26
$14,608,000.00
SELL
15 Jun 2023
DeStefano David
PRESIDENT & CEO, Director, Officer
Vertex, Inc.
(VERX)
358,974
-21%
100,000
$20.43
$2,042,883.60
SELL
15 Jun 2023
Butler Lisa
CHIEF ACCOUNTING OFFICER, Officer
Vertex, Inc.
(VERX)
4,750
-67%
10,000
$20.89
$208,935.58
SELL
15 May 2023
SCHWAB JOHN R
CHIEF FINANCIAL OFFICER, Officer
Vertex, Inc.
(VERX)
23,316
-56%
30,000
$19.61
$588,381.00
SELL
15 May 2023
Butler Lisa
CHIEF ACCOUNTING OFFICER, Officer
Vertex, Inc.
(VERX)
250
-97%
10,000
$19.56
$195,648.00
SELL
19 Apr 2023
Tensile Capital Management LP
10% Owner
Vertex, Inc.
(VERX)
5,866,717
-1%
103,541
$22.46
$2,325,531.20
SELL
17 Apr 2023
Butler Lisa
CHIEF ACCOUNTING OFFICER, Officer
Vertex, Inc.
(VERX)
250
-97%
10,000
$22.45
$224,480.00
SELL
5 Apr 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10% Owner, 13(D) GROUP MEMBER
Vertex, Inc.
(VERX)
100,000
-15%
18,780
$21.33
$400,614.97
SELL
5 Apr 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10% Owner, 13(D) GROUP MEMBER
Vertex, Inc.
(VERX)
100,000
-15%
18,780
$21.33
$400,614.97
SELL
31 Mar 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10% Owner, 13(D) GROUP MEMBER
Vertex, Inc.
(VERX)
118,780
-44%
95,969
$21.09
$2,024,443.50
SELL
31 Mar 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10% Owner, 13(D) GROUP MEMBER
Vertex, Inc.
(VERX)
118,780
-44%
95,970
$21.09
$2,024,465.00
SELL
28 Mar 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10% Owner, 13(D) GROUP MEMBER
Vertex, Inc.
(VERX)
214,749
-28%
85,251
$20.00
$1,705,142.00
SELL
28 Mar 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10% Owner, 13(D) GROUP MEMBER
Vertex, Inc.
(VERX)
214,750
-28%
85,250
$20.00
$1,705,122.90
SELL
20 Mar 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10% Owner, 13(D) GROUP MEMBER
Vertex, Inc.
(VERX)
300,000
-7%
24,267
$18.24
$442,681.00
SELL
20 Mar 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10% Owner, 13(D) GROUP MEMBER
Vertex, Inc.
(VERX)
300,000
-7%
24,266
$18.24
$442,662.75
SELL
15 Mar 2023
Butler Lisa
CHIEF ACCOUNTING OFFICER, Officer
Vertex, Inc.
(VERX)
250
-97%
10,000
$18.09
$180,910.00
SELL
15 Mar 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10% Owner, 13(D) GROUP MEMBER
Vertex, Inc.
(VERX)
324,267
-28%
130,832
$18.49
$2,418,758.00
SELL
15 Mar 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10% Owner, 13(D) GROUP MEMBER
Vertex, Inc.
(VERX)
324,266
-28%
130,832
$18.49
$2,418,758.00
SELL
14 Mar 2023
Westphal Jeffery
10% Owner
Vertex, Inc.
(VERX)
8,524,543
-15%
1,509,373
$17.82
$26,896,332.00
SELL
13 Mar 2023
Stamm John Richard
Director
Vertex, Inc.
(VERX)
34,306
-25%
11,843
$18.37
$217,591.42
SELL
28 Feb 2023
Westphal Jeffery
10% Owner
Vertex, Inc.
(VERX)
8,916,693
-1%
133,307
$15.73
$2,097,300.50
SELL
21 Feb 2023
Butler Lisa
CHIEF ACCOUNTING OFFICER, Officer
Vertex, Inc.
(VERX)
3,144
-48%
2,968
$15.04
$44,638.72
SELL
14 Dec 2022
SCHWAB JOHN R
CHIEF FINANCIAL OFFICER, Officer
Vertex, Inc.
(VERX)
5,579
-57%
7,439
$16.28
$121,076.42
SELL
12 Dec 2022
DeStefano David
PRESIDENT & CEO, Director, Officer
Vertex, Inc.
(VERX)
267,660
-15%
48,720
$16.28
$793,031.90
SELL
2 Dec 2022
Robert Kevin L
Director
Vertex, Inc.
(VERX)
23,615
-35%
12,894
$16.03
$206,709.92
SELL
2 Dec 2022
SCHWAB JOHN R
CHIEF FINANCIAL OFFICER, Officer
Vertex, Inc.
(VERX)
5,579
-75%
17,561
$16.76
$294,303.78
SELL
17 Nov 2022
Westphal Jeffery
10% Owner
Vertex, Inc.
(VERX)
9,050,000
-14%
1,500,000
$15.15
$22,725,000.00
SELL
1 Nov 2022
Westphal Jeffery
10% Owner
Vertex, Inc.
(VERX)
1,310,000
-2%
35,950
$18.00
$647,171.94
SELL
10 Oct 2022
DeStefano David
PRESIDENT & CEO, Director, Officer
Vertex, Inc.
(VERX)
316,102
-5%
17,671
$14.56
$257,323.34
SELL
28 Sep 2022
DeStefano David
President & CEO, Director, Officer
Vertex, Inc.
(VERX)
333,773
-22%
99,249
$13.66
$1,355,702.60
SELL
15 Sep 2022
DeStefano David
PRESIDENT & CEO, Director, Officer
Vertex, Inc.
(VERX)
433,022
-23%
134,558
$14.10
$1,897,242.60
SELL
13 Sep 2022
Butler Lisa
CHIEF ACCOUNTING OFFICER, Officer
Vertex, Inc.
(VERX)
25,937
-64%
47,793
$14.61
$698,397.75
SELL
29 Jul 2022
Westphal Jeffery
10% Owner
Vertex, Inc.
(VERX)
11,300,000
-30%
5,000,000
$7.35
$36,750,000.00
SELL
11 Jul 2022
Westphal Jeffery
10% Owner
Vertex, Inc.
(VERX)
1,345,950
-5%
71,549
$11.35
$812,383.94
SELL
8 Jul 2022
Westphal Jeffery
10% Owner
Vertex, Inc.
(VERX)
1,417,499
-1%
25,343
$12.02
$304,501.22
SELL
7 Jul 2022
Westphal Jeffery
10% Owner
Vertex, Inc.
(VERX)
1,442,842
-0%
6,723
$12.03
$80,906.60
SELL
30 Jun 2022
Westphal Jeffery
10% Owner
Vertex, Inc.
(VERX)
1,449,565
-12%
211,855
$11.25
$2,382,374.50
SELL
13 Jun 2022
Butler Lisa
CHIEF ACCOUNTING OFFICER, Officer
Vertex, Inc.
(VERX)
25,937
-66%
50,355
$9.66
$486,268.53
SELL
23 May 2022
Westphal Jeffery
10% Owner
Vertex, Inc.
(VERX)
12,461,420
-0%
48,580
$12.01
$583,577.00
SELL
16 Mar 2022
Butler Lisa
CHIEF ACCOUNTING OFFICER, Officer
Vertex, Inc.
(VERX)
76,292
-20%
20,000
$13.00
$260,000.00
BUY
15 Mar 2022
Radcliffe Amanda Westphal
Director, 10% Owner
Vertex, Inc.
(VERX)
108,424
+7%
7,825
$12.91
$101,049.70
SELL
11 Jan 2022
Westphal Jeffery
10% Owner
Vertex, Inc.
(VERX)
12,510,000
-6%
800,000
$14.60
$11,680,000.00
SELL
3 Dec 2021
Stamm John Richard
Director
Vertex, Inc.
(VERX)
31,028
-27%
12,000
$16.88
$202,559.98
SELL
18 Nov 2021
Rowland Bryan T.R.
GENERAL COUNSEL, Officer
Vertex, Inc.
(VERX)
49,690
-29%
20,602
$20.47
$421,784.75
SELL
19 Aug 2021
Stamm John Richard
Director
Vertex, Inc.
(VERX)
43,028
-16%
8,678
$19.17
$166,391.97
SELL
15 Jun 2021
Stamm John Richard
Director
Vertex, Inc.
(VERX)
51,706
-23%
16,000
$18.98
$303,728.00
SELL
7 Jun 2021
ANDERSEN ERIC C.
Director
Vertex, Inc.
(VERX)
88,494
-19%
21,317
$18.35
$391,094.47
BUY
31 Jul 2020
SCHWAB JOHN R
CHIEF FINANCIAL OFFICER, Officer
Vertex, Inc.
(VERX)
5,579
+107%
2,894
$19.00
$54,986.00
SELL
31 Jul 2020
Butler Lisa
Chief Accounting Officer, Officer
Vertex, Inc.
(VERX)
96,239
-45%
81,106
$18.83
$1,525,810.00
BUY
31 Jul 2020
Robert Kevin L
Director
Vertex, Inc.
(VERX)
19,738
+66%
7,895
$19.00
$150,005.00
BUY
31 Jul 2020
Radcliffe Amanda Westphal
Director
Vertex, Inc.
(VERX)
92,105
+1066%
84,210
$19.00
$1,599,990.00
SELL
29 Jul 2020
DeStefano David
President & CEO, Director, Officer
Vertex, Inc.
(VERX)
275,527
-36%
160,922
$17.77
$2,858,779.20
SELL
29 Jul 2020
Kyle Terrence
Director
Vertex, Inc.
(VERX)
47,517
-54%
56,108
$17.77
$996,758.56
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