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CIK 0001806837

VERX Vertex, Inc.

Insider trading from SEC Form 4. Last filing Dec 26, 2024.

Last 90 days

Net insider value
$0
no open-market trades
Buys
0
$0 by 0 insiders
Sells
0
$0 by 0 insiders
Insiders on file
6
with a Form 4 at this company

Signals

Open-market buys and sells at Vertex, Inc., scored.

ScoreSideInsiderValueSharesHoldings changePrice contextFiled
57Moderatesell 3SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
$1.1M20,000-27%-
70Notablesell 4DeStefano David
PRESIDENT & CEO
$21M381,100-83%-
52Moderatesell 4ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner
$4.1M75,000-6%-
65Notablesell 4DeStefano David
PRESIDENT & CEO
$1.0M17,900-8%-
70Notablesell 3DeStefano David
PRESIDENT & CEO
$1.4M25,607-10%-
46Moderatesell 3Rowland Bryan T.R.
GENERAL COUNSEL
$166k3,020-100%-
52Moderatesell 5ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner
$3.8M72,000-5%-
75Notablesell 5DeStefano David
PRESIDENT & CEO
$9.8M198,151-40%-
57Moderatesell 4ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner, other
$7.8M150,000-20%-
57Moderatesell 4ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner, other
$7.8M150,000-16%-
45Moderatesell 2ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner, other
$3.0M75,175-9%-
50Moderatesell 2ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner, other
$5.5M135,146-13%-

Transactions

The last 38 rows filed, every code.

DateInsiderTransactionSharesPriceValueHoldings afterFiled
Dec 23, 2024ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner, other
GGift
Class A Common Stock
-37,000$0.00$0745,706Dec 26, 2024
Dec 23, 2024ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner, other
GGift
Class A Common Stock
-37,000$0.00$0578,074Dec 26, 2024
Dec 17, 2024SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
MOption exercise
Class A Common Stock
+20,000$4.70$94k73,104Dec 18, 2024
Dec 17, 2024SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
SOpen-market sale
Class A Common Stock
-20,000$53.05$1.1M53,104Dec 18, 2024
Dec 17, 2024SCHWAB JOHN R
CHIEF FINANCIAL OFFICER
MOption exercise
Stock Optionderivative
-20,000$0.00$0361,473Dec 18, 2024
Dec 10, 2024DeStefano David
PRESIDENT & CEO
MOption exercise
Class A Common Stock
+164,832$2.50$412k458,177Dec 12, 2024
Dec 10, 2024DeStefano David
PRESIDENT & CEO
SOpen-market sale
Class A Common Stock
-164,432$55.03$9.0M293,745Dec 12, 2024
Dec 10, 2024DeStefano David
PRESIDENT & CEO
SOpen-market sale
Class A Common Stock
-400$55.52$22k293,345Dec 12, 2024
Dec 11, 2024DeStefano David
PRESIDENT & CEO
MOption exercise
Class A Common Stock
+216,268$2.50$541k509,613Dec 12, 2024
Dec 11, 2024DeStefano David
PRESIDENT & CEO
SOpen-market sale
Class A Common Stock
-216,268$55.04$12M293,345Dec 12, 2024
Dec 12, 2024DeStefano David
PRESIDENT & CEO
MOption exercise
Class A Common Stock
+343,893$0.15$53k637,238Dec 12, 2024
Dec 10, 2024DeStefano David
PRESIDENT & CEO
MOption exercise
Stock Optionderivative
-164,832$0.00$0644,664Dec 12, 2024
Dec 11, 2024DeStefano David
PRESIDENT & CEO
MOption exercise
Stock Optionderivative
-216,268$0.00$0428,396Dec 12, 2024
Dec 12, 2024DeStefano David
PRESIDENT & CEO
MOption exercise
Stock Optionderivative
-343,893$0.00$00Dec 12, 2024
Dec 9, 2024ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner
SOpen-market sale
Class A Common Stock
-13,346$55.13$736k1,344,754Dec 11, 2024
Dec 10, 2024ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner
SOpen-market sale
Class A Common Stock
-61,654$54.98$3.4M1,283,100Dec 11, 2024
Dec 6, 2024DeStefano David
PRESIDENT & CEO
SOpen-market sale
Class A Common Stockindirect: By Family Trusts
-1,400$55.39$78k220,532Dec 10, 2024
Dec 6, 2024DeStefano David
PRESIDENT & CEO
SOpen-market sale
Class A Common Stockindirect: By Family Trusts
-16,500$56.15$927k204,032Dec 10, 2024
Nov 26, 2024Rowland Bryan T.R.
GENERAL COUNSEL
MOption exercise
Class A Common Stock
+3,020$32.16$97k3,020Nov 27, 2024
Nov 26, 2024DeStefano David
PRESIDENT & CEO
SOpen-market sale
Class A Common Stockindirect: By Family Trusts
-25,607$55.05$1.4M221,932Nov 27, 2024
Nov 26, 2024Rowland Bryan T.R.
GENERAL COUNSEL
SOpen-market sale
Class A Common Stock
-3,020$55.08$166k0Nov 27, 2024
Nov 26, 2024Rowland Bryan T.R.
GENERAL COUNSEL
MOption exercise
Stock Optionderivative
-3,020$0.00$01,007Nov 27, 2024
Nov 20, 2024ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner
SOpen-market sale
Class A Common Stock
-40,966$52.16$2.1M1,389,134Nov 21, 2024
Nov 21, 2024ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner
SOpen-market sale
Class A Common Stock
-31,034$53.13$1.6M1,358,100Nov 21, 2024
Nov 14, 2024DeStefano David
PRESIDENT & CEO
SOpen-market sale
Class A Common Stock
-159,107$49.61$7.9M332,290Nov 18, 2024
Nov 15, 2024DeStefano David
PRESIDENT & CEO
SOpen-market sale
Class A Common Stock
-16,769$49.57$831k315,521Nov 18, 2024
Nov 18, 2024DeStefano David
PRESIDENT & CEO
SOpen-market sale
Class A Common Stock
-22,275$49.55$1.1M293,246Nov 18, 2024
Nov 7, 2024ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner, other
SOpen-market sale
Class A Common Stock
-26,645$51.40$1.4M906,061Nov 12, 2024
Nov 7, 2024ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner, other
SOpen-market sale
Class A Common Stock
-91,220$51.44$4.7M673,854Nov 12, 2024
Nov 8, 2024ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner, other
SOpen-market sale
Class A Common Stock
-58,780$52.26$3.1M615,074Nov 12, 2024
Nov 8, 2024ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner, other
SOpen-market sale
Class A Common Stock
-114,870$52.32$6.0M791,191Nov 12, 2024
Nov 11, 2024ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner, other
SOpen-market sale
Class A Common Stock
-8,485$49.50$420k782,706Nov 12, 2024
Oct 30, 2024DeStefano David
PRESIDENT & CEO
GGift
Class A Common Stock
-210,084$0.00$0491,397Nov 1, 2024
Oct 10, 2024ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner, other
SOpen-market sale
Class A Common Stock
-32,410$39.73$1.3M807,839Oct 15, 2024
Oct 10, 2024ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner, other
SOpen-market sale
Class A Common Stock
-32,629$39.73$1.3M1,035,223Oct 15, 2024
Oct 11, 2024ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner, other
SOpen-market sale
Class A Common Stock
-42,765$40.48$1.7M765,074Oct 15, 2024
Oct 11, 2024ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner, other
SOpen-market sale
Class A Common Stock
-46,098$40.48$1.9M989,125Oct 15, 2024
Oct 14, 2024ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
owner, other
SOpen-market sale
Class A Common Stock
-56,419$40.77$2.3M932,706Oct 15, 2024

Insiders

Everyone who has filed a Form 4 here.

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.