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 |
|---|---|---|---|---|---|---|---|
|
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
10 percent owner, other: 13(D) GROUP MEMBER |
Sell | 19,928 @ $30.06 | $599,068 | 217,351 | 03/07/2024 | 03/08/2024 | |
|
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 | 20,009 @ $30.06 | $601,535 | 1,289,084 | 03/07/2024 | 03/08/2024 | |
|
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 | 10,589 @ $30.01 | $317,796 | 1,147,736 | 03/06/2024 | 03/08/2024 | |
|
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
10 percent owner, other: 13(D) GROUP MEMBER |
Sell | 10,500 @ $30.01 | $315,120 | 237,279 | 03/06/2024 | 03/08/2024 | |
|
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 | 10,500 @ $30.01 | $315,133 | 1,309,093 | 03/06/2024 | 03/08/2024 | |
|
Stamm John Richard
Director |
Sell | 6,500 @ $29.48 | $191,620 | 15,930 | 03/05/2024 | 03/07/2024 | |
|
SCHWAB JOHN R
CHIEF FINANCIAL OFFICER |
Sell | 10,000 @ $30.00 | $300,000 | 53,104 | 03/05/2024 | 03/07/2024 | |
|
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 | 6,749 @ $30.01 | $202,548 | 1,158,325 | 03/05/2024 | 03/05/2024 | |
|
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
10 percent owner, other: 13(D) GROUP MEMBER |
Sell | 6,888 @ $30.01 | $206,706 | 247,779 | 03/05/2024 | 03/05/2024 | |
|
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 | 8,115 @ $30.00 | $243,453 | 1,319,593 | 03/05/2024 | 03/05/2024 | |
|
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 | 173,391 @ $30.34 | $5.26 M | 1,165,074 | 03/04/2024 | 03/05/2024 | |
|
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
10 percent owner, other: 13(D) GROUP MEMBER |
Sell | 100 @ $32.00 | $3,200 | 254,667 | 03/04/2024 | 03/05/2024 | |
|
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 | 255,920 @ $30.35 | $7.77 M | 1,327,708 | 03/04/2024 | 03/05/2024 | |
|
Westphal Jeffrey
10 percent owner |
Sell | 2,291,537 @ $31.55 | $72.30 M | 2,345,774 | 03/04/2024 | 03/05/2024 | |
|
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 | 26,609 @ $33.62 | $894,704 | 1,338,465 | 03/01/2024 | 03/05/2024 | |
|
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
10 percent owner, other: 13(D) GROUP MEMBER |
Sell | 26,685 @ $33.62 | $897,179 | 254,767 | 03/01/2024 | 03/05/2024 | |
|
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 | 14,078 @ $33.58 | $472,804 | 1,583,628 | 03/01/2024 | 03/05/2024 | |
|
Westphal Jeffrey
10 percent owner |
Sell | 124,770 @ $33.74 | $4.21 M | 4,637,311 | 03/01/2024 | 03/05/2024 |
Vertex, Inc. FAQ's
Who is on Vertex, Inc.'s Insider
Roster?
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.
How much insider selling is happening at
Vertex, Inc.?
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.
Which Vertex, Inc. insiders have been
selling company stock?
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),