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| SEC Filing | Insider | Company | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Return |
|---|---|---|---|---|---|---|---|---|---|
| 02-May-24 6:00 PM View:  | Westphal Jeffery 10% Owner | Vertex, Inc. (VERX) | 30-Apr-24 | Conversion | 2,500,000 | -- | -- | 160% 1.56M to 4.06M | |
| 09-Apr-24 7:33 PM View: | Westphal Jeffery 10% Owner | Vertex, Inc. (VERX) | 05-Apr-24 | Sale | 791,133 | $30.05 | $23,773,500.00 | (34%) 2.35M to 1.56M | |
| 28-Mar-24 6:01 PM View: | 2020 Irrevocable Trust For ... 10% Owner | Vertex, Inc. (VERX) | 27-Mar-24 | Sale | 30,692 | $30.22 | $927,543.00 | (100%) 30.69K to 0 | |
| 28-Mar-24 6:01 PM View: | 2020 Irrevocable Trust For ... 10% Owner | Vertex, Inc. (VERX) | 26-Mar-24 | Sale | 50,669 | $30.23 | $1,531,930.00 | (62%) 81.36K to 30.69K | |
| 28-Mar-24 6:00 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 26-Mar-24 | Sale | 27,128 | $30.27 | $821,192.00 | (3%) 992.2K to 965.07K | |
| 25-Mar-24 6:55 PM View: | 2020 Irrevocable Trust For ... 10% Owner | Vertex, Inc. (VERX) | 25-Mar-24 | Sale | 47,522 | $30.09 | $1,430,030.00 | (37%) 128.88K to 81.36K | |
| 25-Mar-24 6:52 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 25-Mar-24 | Sale | 47,571 | $30.09 | $1,431,550.00 | (5%) 1.04M to 992.2K | |
| 25-Mar-24 6:54 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 25-Mar-24 | Sale | 2,859 | $30.03 | $85,847.20 | (< 1%) 1.2M to 1.2M | |
| 25-Mar-24 6:52 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 21-Mar-24 | Sale | 100 | $30.00 | $3,000.00 | (< 1%) 1.04M to 1.04M | |
| 25-Mar-24 6:54 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 21-Mar-24 | Sale | 100 | $30.00 | $3,000.00 | (< 1%) 1.2M to 1.2M | |
| 25-Mar-24 6:55 PM View: | 2020 Irrevocable Trust For ... 10% Owner | Vertex, Inc. (VERX) | 21-Mar-24 | Sale | 100 | $30.00 | $3,000.00 | (< 1%) 128.98K to 128.88K | |
| 20-Mar-24 9:00 PM View: | 2020 Irrevocable Trust For ... 10% Owner | Vertex, Inc. (VERX) | 20-Mar-24 | Sale | 10,926 | $30.04 | $328,220.00 | (8%) 139.91K to 128.98K | |
| 20-Mar-24 9:01 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 20-Mar-24 | Sale | 10,917 | $30.04 | $327,940.00 | (1%) 1.05M to 1.04M | |
| 20-Mar-24 9:02 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 20-Mar-24 | Sale | 10,955 | $30.04 | $329,067.00 | (< 1%) 1.21M to 1.2M | |
| 20-Mar-24 9:00 PM View: | 2020 Irrevocable Trust For ... 10% Owner | Vertex, Inc. (VERX) | 19-Mar-24 | Sale | 30,954 | $30.06 | $930,350.00 | (18%) 170.86K to 139.91K | |
| 20-Mar-24 9:01 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 19-Mar-24 | Sale | 30,941 | $30.05 | $929,926.00 | (3%) 1.08M to 1.05M | |
| 20-Mar-24 9:02 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 19-Mar-24 | Sale | 31,173 | $30.06 | $936,914.00 | (3%) 1.24M to 1.21M | |
| 20-Mar-24 9:02 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 18-Mar-24 | Sale | 6,967 | $30.04 | $209,313.00 | (< 1%) 1.25M to 1.24M | |
| 20-Mar-24 9:00 PM View: | 2020 Irrevocable Trust For ... 10% Owner | Vertex, Inc. (VERX) | 18-Mar-24 | Sale | 6,954 | $30.05 | $208,935.00 | (4%) 177.82K to 170.86K | |
| 20-Mar-24 9:01 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 18-Mar-24 | Sale | 6,910 | $30.05 | $207,625.00 | (< 1%) 1.09M to 1.08M | |
| 18-Mar-24 4:27 PM View: | Butler Lisa Chief Accounting Officer | Vertex, Inc. (VERX) | 14-Mar-24 | Sale | 8,290 | $29.63 | $245,616.00 | (97%) 8.54K to 0.25K | |
| 14-Mar-24 8:05 PM View: | 2020 Irrevocable Trust For ... 10% Owner | Vertex, Inc. (VERX) | 14-Mar-24 | Sale | 8,558 | $30.01 | $256,796.00 | (5%) 186.38K to 177.82K | |
| 14-Mar-24 8:06 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 14-Mar-24 | Sale | 8,090 | $30.01 | $242,753.00 | (< 1%) 1.1M to 1.09M | |
| 14-Mar-24 8:07 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 14-Mar-24 | Sale | 8,538 | $30.01 | $256,203.00 | (< 1%) 1.26M to 1.25M | |
| 14-Mar-24 8:05 PM View: | 2020 Irrevocable Trust For ... 10% Owner | Vertex, Inc. (VERX) | 13-Mar-24 | Sale | 1,412 | $30.00 | $42,363.00 | (< 1%) 187.79K to 186.38K | |
| 14-Mar-24 8:06 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 13-Mar-24 | Sale | 1,301 | $30.00 | $39,030.00 | (< 1%) 1.1M to 1.1M | |
| 14-Mar-24 8:07 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 13-Mar-24 | Sale | 1,300 | $30.00 | $39,003.00 | (< 1%) 1.26M to 1.26M | |
| 14-Mar-24 8:07 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 12-Mar-24 | Sale | 9,749 | $30.01 | $292,568.00 | (< 1%) 1.27M to 1.26M | |
| 12-Mar-24 4:17 PM View: | Destefano David President & CEO Director | Vertex, Inc. (VERX) | 12-Mar-24 | Sale | 3,500 | $30.00 | $105,000.00 | (< 1%) 704.86K to 701.36K | |
| 14-Mar-24 8:05 PM View: | 2020 Irrevocable Trust For ... 10% Owner | Vertex, Inc. (VERX) | 12-Mar-24 | Sale | 9,859 | $30.01 | $295,866.00 | (5%) 197.65K to 187.79K | |
| 14-Mar-24 8:06 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 12-Mar-24 | Sale | 9,727 | $30.01 | $291,931.00 | (< 1%) 1.11M to 1.1M | |
| 12-Mar-24 4:17 PM View: | Rowland Bryan T.R. General Counsel | Vertex, Inc. (VERX) | 08-Mar-24 | Option Exercise | 32,196 | $3.73 | $120,220.00 | 402% 8.02K to 40.21K | |
| 12-Mar-24 4:17 PM View: | Rowland Bryan T.R. General Counsel | Vertex, Inc. (VERX) | 08-Mar-24 | Option Sale | 32,196 | $29.65 | $954,541.00 | (80%) 40.21K to 8.02K | |
| 08-Mar-24 6:28 PM View: | 2020 Irrevocable Trust For ... 10% Owner | Vertex, Inc. (VERX) | 08-Mar-24 | Sale | 19,705 | $30.14 | $593,871.00 | (9%) 217.35K to 197.65K | |
| 08-Mar-24 6:30 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 08-Mar-24 | Sale | 20,113 | $30.14 | $606,127.00 | (2%) 1.13M to 1.11M | |
| 08-Mar-24 6:27 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 08-Mar-24 | Sale | 19,737 | $30.14 | $594,840.00 | (2%) 1.29M to 1.27M | |
| 12-Mar-24 4:17 PM View: | Destefano David President & CEO Director | Vertex, Inc. (VERX) | 08-Mar-24 | Sale | 12,177 | $30.10 | $366,569.00 | (2%) 717.04K to 704.86K | |
| 08-Mar-24 6:28 PM View: | 2020 Irrevocable Trust For ... 10% Owner | Vertex, Inc. (VERX) | 07-Mar-24 | Sale | 19,928 | $30.06 | $599,068.00 | (8%) 237.28K to 217.35K | |
| 08-Mar-24 6:30 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 07-Mar-24 | Sale | 19,864 | $30.06 | $597,112.00 | (2%) 1.15M to 1.13M | |
| 08-Mar-24 6:27 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 07-Mar-24 | Sale | 20,009 | $30.06 | $601,535.00 | (2%) 1.31M to 1.29M | |
| 08-Mar-24 6:27 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 06-Mar-24 | Sale | 10,500 | $30.01 | $315,133.00 | (< 1%) 1.32M to 1.31M | |
| 08-Mar-24 6:28 PM View: | 2020 Irrevocable Trust For ... 10% Owner | Vertex, Inc. (VERX) | 06-Mar-24 | Sale | 10,500 | $30.01 | $315,120.00 | (4%) 247.78K to 237.28K | |
| 08-Mar-24 6:30 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 06-Mar-24 | Sale | 10,589 | $30.01 | $317,796.00 | (< 1%) 1.16M to 1.15M | |
| 07-Mar-24 4:05 PM View: | Schwab John R Chief Financial Officer | Vertex, Inc. (VERX) | 05-Mar-24 | Planned Option Sale | 10,000 | $30.00 | $300,000.00 | (16%) 63.1K to 53.1K | |
| 05-Mar-24 6:40 PM View: | 2020 Irrevocable Trust For ... 10% Owner | Vertex, Inc. (VERX) | 05-Mar-24 | Sale | 6,888 | $30.01 | $206,706.00 | (3%) 254.67K to 247.78K | |
| 05-Mar-24 6:41 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 05-Mar-24 | Sale | 6,749 | $30.01 | $202,548.00 | (< 1%) 1.17M to 1.16M | |
| 05-Mar-24 6:38 PM View: | Item Second Irr. Trust Fbo ... 10% Owner | Vertex, Inc. (VERX) | 05-Mar-24 | Sale | 8,115 | $30.00 | $243,453.00 | (< 1%) 1.33M to 1.32M | |
| 07-Mar-24 4:05 PM View: | Schwab John R Chief Financial Officer | Vertex, Inc. (VERX) | 05-Mar-24 | Option Exercise | 10,000 | $4.70 | $47,000.00 | 19% 53.1K to 63.1K | |
| 07-Mar-24 4:05 PM View: | Stamm John Richard Director | Vertex, Inc. (VERX) | 05-Mar-24 | Sale | 6,500 | $29.48 | $191,620.00 | (29%) 22.43K to 15.93K | |
| 05-Mar-24 6:40 PM View: | 2020 Irrevocable Trust For ... 10% Owner | Vertex, Inc. (VERX) | 04-Mar-24 | Sale | 100 | $32.00 | $3,200.00 | (< 1%) 254.77K to 254.67K |
