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.
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 |
|---|---|---|---|---|---|---|
| 2025-02-10 | Rowland Bryan T.R. GENERAL COUNSEL | Option exercise | +4,088 | 4,220 | ||
| 2025-02-10 | Rowland Bryan T.R. GENERAL COUNSEL | Shares withheld for taxes | −1,250 | $56.02 | $70K | 2,970 |
| 2025-02-10 | Rowland Bryan T.R. GENERAL COUNSEL | Option exercise · Restricted Stock Units | −4,088 | 4,088 | ||
| 2025-01-31 | Leib Ryan J Chief Accounting Officer | Option exercise | +4,019 | 4,151 | ||
| 2025-01-31 | Leib Ryan J Chief Accounting Officer | Shares withheld for taxes | −1,281 | $57.75 | $74K | 2,870 |
| 2025-01-31 | Leib Ryan J Chief Accounting Officer | Option exercise · Restricted Stock Units | −4,019 | 12,058 | ||
| 2025-01-23 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Sale | −18,157 | $56.52 | $1.0M | 1,211,100 |
| 2025-01-22 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Sale | −53,843 | $56.48 | $3.0M | 1,229,257 |
| 2024-12-31 | Westphal Jeffrey See Remarks | Gift | −450,000 | 7,895 | ||
| 2024-12-23 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Gift | −37,000 | 745,706 | ||
| 2024-12-23 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Gift | −37,000 | 578,073.71 | ||
| 2024-12-20 | Westphal Jeffrey See Remarks | Conversion | +450,000 | 457,895 | ||
| 2024-12-20 | Westphal Jeffrey See Remarks | Conversion · Class B Common Stock | −450,000 | 388,000 | ||
| 2024-12-20 | Westphal Jeffrey See Remarks | Conversion | +450,000 | 457,895 | ||
| 2024-12-20 | Westphal Jeffrey See Remarks | Conversion · Class B Common Stock | −450,000 | 2,189,927 | ||
| 2024-12-17 | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Option exercise | +20,000 | $4.70 | $94K | 73,104 |
| 2024-12-17 | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Sale | −20,000 | $53.05 | $1.1M | 53,104 |
| 2024-12-17 | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Option exercise · Stock Option | −20,000 | 361,473 | ||
| 2024-12-12 | Westphal Jeffrey See Remarks | Conversion | +575,000 | 575,000 | ||
| 2024-12-12 | Westphal Jeffrey See Remarks | Sale | −575,000 | $53.01 | $30.5M | 0 |
Page 9 of 13 · 255 trades