Vertex, Inc. Insider Transactions
Vertex, Inc. Insider Trades History
Insider Name | Buy/Sell | Shares Bought/Sold @ Price |
Total Transaction | Shares Held After Transaction |
Transaction Date | Filing Date | Details |
---|---|---|---|---|---|---|---|
ANDERSEN ERIC C.
Director |
Sell | 59,048 @ $35.80 | $2.11 M | 163,966 | 08/13/2024 | 08/15/2024 | |
ANDERSEN ERIC C.
Director |
Sell | 80,952 @ $36.52 | $2.96 M | 83,014 | 08/13/2024 | 08/15/2024 | |
Westphal Jeffrey
10 percent owner |
Sell | 1,500,000 @ $37.81 | $56.72 M | 1,054,641 | 07/23/2024 | 07/24/2024 | |
Westphal Jeffrey
10 percent owner |
Sell | 1,500,000 @ $32.93 | $49.40 M | 2,554,641 | 06/05/2024 | 06/07/2024 | |
Westphal Jeffrey
10 percent owner |
Sell | 791,133 @ $30.05 | $23.77 M | 1,554,641 | 04/05/2024 | 04/09/2024 | |
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
10 percent owner, other: 13(D) GROUP MEMBER |
Sell | 30,692 @ $30.22 | $927,543 | 0 | 03/27/2024 | 03/28/2024 | |
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
10 percent owner, other: 13(D) GROUP MEMBER |
Sell | 50,669 @ $30.23 | $1.53 M | 30,692 | 03/26/2024 | 03/28/2024 | |
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10 percent owner, other: 13(D) GROUP MEMBER |
Sell | 27,128 @ $30.27 | $821,192 | 965,074 | 03/26/2024 | 03/28/2024 | |
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10 percent owner, other: 13(D) GROUP MEMBER |
Sell | 2,859 @ $30.03 | $85,847 | 1,197,706 | 03/25/2024 | 03/25/2024 | |
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10 percent owner, other: 13(D) GROUP MEMBER |
Sell | 47,571 @ $30.09 | $1.43 M | 992,202 | 03/25/2024 | 03/25/2024 | |
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
10 percent owner, other: 13(D) GROUP MEMBER |
Sell | 47,522 @ $30.09 | $1.43 M | 81,361 | 03/25/2024 | 03/25/2024 | |
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
10 percent owner, other: 13(D) GROUP MEMBER |
Sell | 100 @ $30.00 | $3,000 | 128,883 | 03/21/2024 | 03/25/2024 | |
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10 percent owner, other: 13(D) GROUP MEMBER |
Sell | 100 @ $30.00 | $3,000 | 1,200,565 | 03/21/2024 | 03/25/2024 | |
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10 percent owner, other: 13(D) GROUP MEMBER |
Sell | 100 @ $30.00 | $3,000 | 1,039,773 | 03/21/2024 | 03/25/2024 | |
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10 percent owner, other: 13(D) GROUP MEMBER |
Sell | 10,955 @ $30.04 | $329,067 | 1,200,665 | 03/20/2024 | 03/20/2024 | |
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10 percent owner, other: 13(D) GROUP MEMBER |
Sell | 10,917 @ $30.04 | $327,940 | 1,039,873 | 03/20/2024 | 03/20/2024 | |
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
10 percent owner, other: 13(D) GROUP MEMBER |
Sell | 10,926 @ $30.04 | $328,220 | 128,983 | 03/20/2024 | 03/20/2024 | |
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10 percent owner, other: 13(D) GROUP MEMBER |
Sell | 31,173 @ $30.06 | $936,914 | 1,211,620 | 03/19/2024 | 03/20/2024 | |
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
10 percent owner, other: 13(D) GROUP MEMBER |
Sell | 30,941 @ $30.05 | $929,926 | 1,050,790 | 03/19/2024 | 03/20/2024 | |
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
10 percent owner, other: 13(D) GROUP MEMBER |
Sell | 30,954 @ $30.06 | $930,350 | 139,909 | 03/19/2024 | 03/20/2024 |
Vertex, Inc. FAQ's
The list of insiders at Vertex, Inc. includes Westphal Jeffrey, ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001, 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN, ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001, SCHWAB JOHN R, Stamm John Richard, DeStefano David, Rowland Bryan T.R., Butler Lisa, ANDERSEN ERIC C., ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001.
Insiders have sold a total of 13.00 M Vertex, Inc. shares in the last 12 months for a total of 501.44 M sold.
The following insiders have sold Vertex, Inc. shares in the last 12 months: Westphal Jeffrey ($376.20 M), ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 ($30.76 M), 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN ($8.57 M), ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 ($28.10 M), SCHWAB JOHN R ($1.20 M), Stamm John Richard ($1.29 M), DeStefano David ($33.69 M), Rowland Bryan T.R. ($2.48 M), Butler Lisa ($245,616), ANDERSEN ERIC C. ($5.07 M), ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 ($13.83 M),