Sign in

CIK 0001806837 · Large accelerated filer

Vertex, Inc.

Sign in to watch
Ticker
VERX
Exchange
Nasdaq
Industry
Services-Prepackaged Software
FY end
Dec 31
Incorporated
DE
Entity type
operating
EIN
232081753
Phone
(800) 355-3500
Business address
2301 RENAISSANCE BOULEVARD, KING OF PRUSSIA, PA, 19406
Open-market buys, last 90 days
$0
in 0 filings
Open-market sales, last 90 days
$121,052
in 1 filing

Net −$121,052. Shares bought or sold at a price by officers, directors and 10% owners (Form 4 codes P and S). Grants, option exercises and tax withholding aren't counted.

Pace of trading Bought Sold

Who's trading

90 days

  1. Leib Ryan J −$121K Chief Accounting Officer sold 90% of stake

Reading 100 more Form 4s from the SEC; this list fills in as they're read.

Date Insider Transaction Shares Price Value Owned after
2024-12-12 Westphal Jeffrey See Remarks Conversion · Class B Common Stock −575,000 2,639,927
2024-12-12 DeStefano David PRESIDENT & CEO Option exercise +343,893 $0.15 $53K 637,238
2024-12-12 DeStefano David PRESIDENT & CEO Option exercise · Stock Option −343,893 0
2024-12-11 DeStefano David PRESIDENT & CEO Option exercise +216,268 $2.50 $541K 509,613
2024-12-11 DeStefano David PRESIDENT & CEO Sale −216,268 $55.04 $11.9M 293,345
2024-12-11 DeStefano David PRESIDENT & CEO Option exercise · Stock Option −216,268 428,396
2024-12-10 DeStefano David PRESIDENT & CEO Option exercise +164,832 $2.50 $412K 458,177
2024-12-10 DeStefano David PRESIDENT & CEO Sale −164,432 $55.03 $9.0M 293,745
2024-12-10 DeStefano David PRESIDENT & CEO Sale −400 $55.52 $22K 293,345
2024-12-10 DeStefano David PRESIDENT & CEO Option exercise · Stock Option −164,832 644,664
2024-12-10 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner Sale −61,654 $54.98 $3.4M 1,283,100
2024-12-09 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner Sale −13,346 $55.13 $736K 1,344,754
2024-12-06 Stamm John Richard Director Sale −3,815 $56.11 $214K 11,720
2024-12-06 DeStefano David PRESIDENT & CEO Sale −1,400 $55.39 $78K 220,532
2024-12-06 DeStefano David PRESIDENT & CEO Sale −16,500 $56.15 $927K 204,032
2024-11-26 Rowland Bryan T.R. GENERAL COUNSEL Option exercise +3,020 $32.16 $97K 3,020
2024-11-26 Rowland Bryan T.R. GENERAL COUNSEL Sale −3,020 $55.08 $166K 0
2024-11-26 Rowland Bryan T.R. GENERAL COUNSEL Option exercise · Stock Option −3,020 1,007
2024-11-26 DeStefano David PRESIDENT & CEO Sale −25,607 $55.05 $1.4M 221,932
2024-11-22 Stamm John Richard Director Gift −1,100 15,535

Page 10 of 13 · 255 trades