SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
---|---|---|---|---|---|---|---|---|
12-Mar-24 4:17 PM View: | Vertex, Inc. (VERX) | 12-Mar-24 | Sale | 3,500 | $30.00 | $105,000.00 | (< 1%) 704.86K to 701.36K | |
12-Mar-24 4:17 PM View: | Vertex, Inc. (VERX) | 08-Mar-24 | Sale | 12,177 | $30.10 | $366,569.00 | (2%) 717.04K to 704.86K | |
05-Mar-24 4:41 PM View: | Vertex, Inc. (VERX) | 01-Mar-24 | Payment of Exercise | 14,613 | $33.55 | $490,266.00 | (2%) 731.65K to 717.04K | |
05-Mar-24 4:41 PM View: | Vertex, Inc. (VERX) | 01-Mar-24 | Option Exercise | 28,568 | -- | -- | 4% 703.09K to 731.65K | |
04-Mar-24 4:35 PM View: | Vertex, Inc. (VERX) | 29-Feb-24 | Payment of Exercise | 247,903 | $31.00 | $7,684,990.00 | (13%) 1.9M to 1.65M | |
04-Mar-24 4:35 PM View: | Vertex, Inc. (VERX) | 29-Feb-24 | Option Exercise | 450,000 | $2.50 | $1,125,000.00 | 31% 1.45M to 1.9M | |
27-Feb-24 4:24 PM View: | Vertex, Inc. (VERX) | 24-Feb-24 | Payment of Exercise | 55,873 | $24.71 | $1,380,620.00 | (10%) 556.86K to 500.99K | |
27-Feb-24 4:24 PM View: | Vertex, Inc. (VERX) | 24-Feb-24 | Option Exercise | 109,233 | -- | -- | 24% 447.63K to 556.86K | |
27-Feb-24 4:24 PM View: | Vertex, Inc. (VERX) | 23-Feb-24 | Payment of Exercise | 45,957 | $24.71 | $1,135,600.00 | (9%) 493.58K to 447.63K | |
27-Feb-24 4:24 PM View: | Vertex, Inc. (VERX) | 23-Feb-24 | Option Exercise | 101,395 | -- | -- | 26% 392.19K to 493.58K | |
29-Dec-23 7:33 AM View: | Vertex, Inc. (VERX) | 27-Dec-23 | Gift | 37,455 | -- | -- | (9%) 429.64K to 392.19K | |
19-Dec-23 4:18 PM View: | Vertex, Inc. (VERX) | 15-Dec-23 | Sale | 39,300 | $27.16 | $1,067,200.00 | (8%) 468.94K to 429.64K | |
18-Sep-23 4:20 PM View: | Vertex, Inc. (VERX) | 14-Sep-23 | Payment of Exercise | 291,729 | $20.75 | $6,053,380.00 | (38%) 760.53K to 468.8K | |
18-Sep-23 4:20 PM View: | Vertex, Inc. (VERX) | 14-Sep-23 | Option Exercise | 501,453 | $2.96 | $1,483,880.00 | 194% 259.07K to 760.53K | |
20-Jun-23 4:29 PM View: | Vertex, Inc. (VERX) | 15-Jun-23 | Sale (Planned) | 100,000 | $20.43 | $2,042,880.00 | (28%) 359.07K to 259.07K | |
03-Mar-23 4:30 PM View: | Vertex, Inc. (VERX) | 01-Mar-23 | Payment of Exercise | 29,266 | $15.60 | $456,550.00 | (8%) 388.16K to 358.89K | |
03-Mar-23 4:30 PM View: | Vertex, Inc. (VERX) | 01-Mar-23 | Option Exercise | 57,136 | -- | -- | 17% 331.02K to 388.16K | |
27-Feb-23 4:42 PM View: | Vertex, Inc. (VERX) | 24-Feb-23 | Payment of Exercise | 45,871 | $15.44 | $708,248.00 | (12%) 376.89K to 331.02K | |
27-Feb-23 4:42 PM View: | Vertex, Inc. (VERX) | 24-Feb-23 | Option Exercise | 109,232 | -- | -- | 41% 267.66K to 376.89K | |
14-Dec-22 4:49 PM View: | Vertex, Inc. (VERX) | 14-Dec-22 | Sale | 9,089 | $16.14 | $146,678.00 | (3%) 276.75K to 267.66K | |
14-Dec-22 4:49 PM View: | Vertex, Inc. (VERX) | 13-Dec-22 | Sale | 30,000 | $16.39 | $491,805.00 | (10%) 306.75K to 276.75K | |
14-Dec-22 4:49 PM View: | Vertex, Inc. (VERX) | 12-Dec-22 | Sale | 9,631 | $16.05 | $154,549.00 | (3%) 316.38K to 306.75K | |
11-Oct-22 4:15 PM View: | Vertex, Inc. (VERX) | 10-Oct-22 | Sale (Planned) | 17,671 | $14.56 | $257,323.00 | (5%) 333.77K to 316.1K | |
30-Sep-22 9:23 PM View: | Vertex, Inc. (VERX) | 30-Sep-22 | Sale (Planned) | 28,900 | $13.94 | $402,762.00 | (8%) 362.67K to 333.77K | |
30-Sep-22 9:23 PM View: | Vertex, Inc. (VERX) | 29-Sep-22 | Sale (Planned) | 33,930 | $13.50 | $458,021.00 | (9%) 396.6K to 362.67K | |
30-Sep-22 9:23 PM View: | Vertex, Inc. (VERX) | 28-Sep-22 | Sale (Planned) | 36,419 | $13.59 | $494,920.00 | (8%) 433.02K to 396.6K | |
19-Sep-22 5:42 PM View: | Vertex, Inc. (VERX) | 19-Sep-22 | Sale (Planned) | 26,340 | $13.73 | $361,617.00 | (6%) 459.36K to 433.02K | |
19-Sep-22 5:42 PM View: | Vertex, Inc. (VERX) | 16-Sep-22 | Sale (Planned) | 60,943 | $13.94 | $849,619.00 | (12%) 520.3K to 459.36K | |
19-Sep-22 5:42 PM View: | Vertex, Inc. (VERX) | 15-Sep-22 | Sale (Planned) | 47,275 | $14.51 | $686,008.00 | (8%) 567.58K to 520.3K | |
31-Jan-22 4:02 PM View: | Vertex, Inc. (VERX) | 28-Jan-22 | Option Exercise | 7,000 | $0.15 | $1,071.00 | 1% 560.58K to 567.58K | |
14-May-21 9:27 PM View: | Vertex, Inc. (VERX) | 12-May-21 | Option Exercise | 30,000 | $0.15 | $4,590.00 | 6% 475.53K to 505.53K | |
12-Nov-21 4:26 PM View: | Vertex, Inc. (VERX) | 10-Mar-21 | Option Exercise | 55,000 | $0.15 | $8,415.00 | 11% 505.58K to 560.58K | |
14-Aug-20 4:02 PM View: | Vertex, Inc. (VERX) | 12-Aug-20 | Option Exercise | 200,000 | $0.15 | $30,600.00 | 73% 275.53K to 475.53K | |
31-Jul-20 5:35 PM View: | Vertex, Inc. (VERX) | 31-Jul-20 | Option Sale | 160,922 | $17.76 | $2,858,780.00 | (37%) 436.45K to 275.53K | |
31-Jul-20 5:35 PM View: | Vertex, Inc. (VERX) | 29-Jul-20 | Payment of Exercise | 164,185 | $19.00 | $3,119,520.00 | (27%) 600.63K to 436.45K | |
31-Jul-20 5:35 PM View: | Vertex, Inc. (VERX) | 29-Jul-20 | Option Exercise | 390,107 | $0.15 | $59,686.40 | 185% 210.53K to 600.63K | |
31-Jul-20 5:35 PM View: | Vertex, Inc. (VERX) | 28-Jul-20 | Grant | 210,527 | -- | -- | 100% 0 to 210.53K |