CIK 0001806837 · Large accelerated filer
Vertex, Inc.
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- 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.
Who's trading
90 days
Reading 100 more Form 4s from the SEC; this list fills in as they're read.
| Date | Insider | Transaction | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| 2024-10-10 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Sale | −32,629 | $39.73 | $1.3M | 1,035,223 |
| 2024-10-10 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Sale | −32,410 | $39.73 | $1.3M | 807,838.71 |
| 2024-10-09 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Sale | −49,114 | $41.31 | $2.0M | 1,067,852 |
| 2024-10-09 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Sale | −48,957 | $41.31 | $2.0M | 840,248.71 |
| 2024-10-08 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Sale | −28,027 | $41.32 | $1.2M | 1,116,966 |
| 2024-10-08 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Sale | −27,732 | $41.32 | $1.1M | 889,205.71 |
| 2024-10-07 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Sale | −52,713 | $41.02 | $2.2M | 1,144,993 |
| 2024-10-07 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Sale | −48,136 | $41.02 | $2.0M | 916,937.71 |
| 2024-10-03 | Westphal Jeffrey 10% owner | Conversion | +170,359 | 1,225,000 | ||
| 2024-10-03 | Westphal Jeffrey 10% owner | Sale | −1,225,000 | $39.42 | $48.3M | 0 |
| 2024-10-03 | Westphal Jeffrey 10% owner | Conversion · Class B Common Stock | −170,359 | 6,578,927.24 | ||
| 2024-09-12 | Stamm John Richard Director | Sale | −5,000 | $35.41 | $177K | 16,635 |
| 2024-09-12 | Stamm John Richard Director | Option exercise | +5,000 | $3.73 | $19K | 21,635 |
| 2024-09-12 | Stamm John Richard Director | Sale | −5,000 | $35.44 | $177K | 16,635 |
| 2024-09-12 | Stamm John Richard Director | Option exercise · Stock Option | −5,000 | 21,123 | ||
| 2024-08-26 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Sale | −158,900 | $37.27 | $5.9M | 1,430,100 |
| 2024-08-22 | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Option exercise | +25,000 | $4.70 | $118K | 78,104 |
| 2024-08-22 | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Sale | −25,000 | $35.81 | $895K | 53,104 |
| 2024-08-22 | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Option exercise · Stock Option | −25,000 | 381,473 | ||
| 2024-08-22 | Stamm John Richard Director | Option exercise | +16,000 | $3.73 | $60K | 37,635 |
Page 12 of 13 · 255 trades