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CIK 0001806837 · Large accelerated filer

Vertex, Inc.

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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
2024-11-22 Stamm John Richard Director Option exercise +2,500 $3.73 $9K 18,035
2024-11-22 Stamm John Richard Director Sale −2,500 $53.81 $135K 15,535
2024-11-22 Stamm John Richard Director Option exercise · Stock Option −2,500 18,623
2024-11-21 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner Sale −31,034 $53.13 $1.6M 1,358,100
2024-11-20 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner Sale −40,966 $52.16 $2.1M 1,389,134
2024-11-18 DeStefano David PRESIDENT & CEO Sale −22,275 $49.55 $1.1M 293,246
2024-11-15 DeStefano David PRESIDENT & CEO Sale −16,769 $49.57 $831K 315,521
2024-11-14 DeStefano David PRESIDENT & CEO Sale −159,107 $49.61 $7.9M 332,290
2024-11-11 Westphal Jeffrey 10% owner Conversion +2,485,000 2,485,000
2024-11-11 Westphal Jeffrey 10% owner Sale −2,485,000 $48.90 $121.5M 0
2024-11-11 Westphal Jeffrey 10% owner Conversion · Class B Common Stock −2,485,000 3,214,927
2024-11-11 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner Sale −8,485 $49.50 $420K 782,706
2024-11-08 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner Sale −114,870 $52.32 $6.0M 791,191
2024-11-08 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner Sale −58,780 $52.26 $3.1M 615,073.71
2024-11-07 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner Sale −26,645 $51.40 $1.4M 906,061
2024-11-07 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner Sale −91,220 $51.44 $4.7M 673,853.71
2024-10-30 DeStefano David PRESIDENT & CEO Gift −210,084 491,397
2024-10-14 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner Sale −56,419 $40.77 $2.3M 932,706
2024-10-11 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner Sale −46,098 $40.48 $1.9M 989,125
2024-10-11 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner Sale −42,765 $40.48 $1.7M 765,073.71

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