VERTEX INC - CLASS A (VERX)
US92538J1060 - Common Stock
| Shares Outstanding | 154.33M |
| Float | 46.09M |
| Owners (insider) | 3.19% |
| Owners (institutional) | 36.54% |
| Owners (insider) change | -35.47% |
| Owners (institutional) change | 5.74% |
Insider Transactions
Top Institutional Holders
Insider Owners
| Date | Name | Type | Shares | Price | Amount |
|---|---|---|---|---|---|
| Apr 30, 2024 | Westphal Jeffery | Other Aquisition | 2500000 | 0.00 | $ 0.00 |
| Apr 5, 2024 | Westphal Jeffery | Open Market Sale | 791133 | 30.05 | $ 23,773,546.65 |
| Mar 26, 2024 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | Open Market Sale | 81361 | 30.23 | $ 2,459,469.48 |
| Mar 26, 2024 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 27128 | 30.27 | $ 821,191.69 |
| Mar 21, 2024 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | Open Market Sale | 47622 | 30.09 | $ 1,433,032.02 |
| Mar 21, 2024 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 2959 | 30.03 | $ 88,847.19 |
| Mar 21, 2024 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 47671 | 30.09 | $ 1,434,554.10 |
| Mar 18, 2024 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 49095 | 30.05 | $ 1,475,294.32 |
| Mar 18, 2024 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 48768 | 30.05 | $ 1,465,491.16 |
| Mar 18, 2024 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | Open Market Sale | 48834 | 30.05 | $ 1,467,505.66 |
| Mar 14, 2024 | Butler Lisa | Open Market Sale | 8290 | 29.63 | $ 245,616.12 |
| Mar 12, 2024 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 19587 | 30.01 | $ 587,773.66 |
| Mar 12, 2024 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 19118 | 30.01 | $ 573,713.20 |
| Mar 12, 2024 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | Open Market Sale | 19829 | 30.01 | $ 595,025.08 |
| Mar 8, 2024 | Rowland Bryan T.R. | Open Market Sale | 32196 | 29.65 | $ 954,540.57 |
| Mar 8, 2024 | DeStefano David | Open Market Sale | 15677 | 30.08 | $ 471,569.10 |
| Mar 8, 2024 | Rowland Bryan T.R. | Option Excercise | 32196 | 3.73 | $ 120,219.86 |
| Mar 6, 2024 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 50246 | 30.08 | $ 1,511,507.55 |
| Mar 6, 2024 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 50566 | 30.08 | $ 1,521,035.23 |
| Mar 6, 2024 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | Open Market Sale | 50133 | 30.08 | $ 1,508,058.53 |
| Mar 5, 2024 | Stamm John Richard | Open Market Sale | 6500 | 29.48 | $ 191,620.00 |
| Mar 5, 2024 | SCHWAB JOHN R | Option Excercise | 10000 | 4.70 | $ 47,000.00 |
| Mar 5, 2024 | SCHWAB JOHN R | Open Market Sale | 10000 | 30.00 | $ 300,000.00 |
| Mar 1, 2024 | DeStefano David | Option Excercise | 28568 | 0.00 | $ 0.00 |
| Mar 1, 2024 | DeStefano David | Option Excercise | 14613 | 33.55 | $ 490,266.15 |
| Mar 1, 2024 | SCHWAB JOHN R | Option Excercise | 1721 | 0.00 | $ 0.00 |
| Mar 1, 2024 | SCHWAB JOHN R | Option Excercise | 932 | 33.55 | $ 31,268.60 |
| Mar 1, 2024 | Rowland Bryan T.R. | Option Excercise | 866 | 0.00 | $ 0.00 |
| Mar 1, 2024 | Rowland Bryan T.R. | Option Excercise | 239 | 33.55 | $ 8,018.45 |
| Mar 1, 2024 | Butler Lisa | Option Excercise | 576 | 0.00 | $ 0.00 |
| Mar 1, 2024 | Butler Lisa | Option Excercise | 165 | 33.55 | $ 5,535.75 |
| Mar 1, 2024 | Westphal Jeffery | Open Market Sale | 2416307 | 31.66 | $ 76,508,231.23 |
| Mar 1, 2024 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 206749 | 30.75 | $ 6,358,541.10 |
| Mar 1, 2024 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | Open Market Sale | 33673 | 32.88 | $ 1,107,085.18 |
| Mar 1, 2024 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 278113 | 30.50 | $ 8,482,149.64 |
| Feb 29, 2024 | DeStefano David | Option Excercise | 450000 | 2.50 | $ 1,125,000.00 |
| Feb 29, 2024 | DeStefano David | Option Excercise | 247903 | 31.00 | $ 7,684,993.00 |
| Feb 23, 2024 | Butler Lisa | Option Excercise | 6854 | 0.00 | $ 0.00 |
| Feb 23, 2024 | Butler Lisa | Option Excercise | 1943 | 24.71 | $ 48,011.53 |
| Feb 23, 2024 | Rowland Bryan T.R. | Option Excercise | 6428 | 0.00 | $ 0.00 |
| Feb 23, 2024 | Rowland Bryan T.R. | Option Excercise | 1784 | 24.71 | $ 44,082.64 |
| Feb 23, 2024 | SCHWAB JOHN R | Option Excercise | 30305 | 0.00 | $ 0.00 |
| Feb 23, 2024 | SCHWAB JOHN R | Option Excercise | 16411 | 24.71 | $ 405,515.81 |
| Feb 23, 2024 | DeStefano David | Option Excercise | 210628 | 0.00 | $ 0.00 |
| Feb 23, 2024 | DeStefano David | Option Excercise | 101830 | 24.71 | $ 2,516,219.30 |
| Feb 15, 2024 | ANDERSEN ERIC C. | Open Market Sale | 10000 | 25.88 | $ 258,823.00 |
| Feb 13, 2024 | SCHWAB JOHN R | Option Excercise | 24009 | 0.00 | $ 0.00 |
| Feb 13, 2024 | SCHWAB JOHN R | Option Excercise | 8904 | 26.58 | $ 236,668.32 |
| Feb 13, 2024 | Rowland Bryan T.R. | Option Excercise | 4088 | 0.00 | $ 0.00 |
| Feb 13, 2024 | Rowland Bryan T.R. | Option Excercise | 1341 | 26.58 | $ 35,643.78 |
| Feb 13, 2024 | Butler Lisa | Option Excercise | 4484 | 0.00 | $ 0.00 |
| Feb 13, 2024 | Butler Lisa | Option Excercise | 1516 | 26.58 | $ 40,295.28 |
| Dec 18, 2023 | SCHWAB JOHN R | Option Excercise | 25000 | 4.70 | $ 117,500.00 |
| Dec 18, 2023 | SCHWAB JOHN R | Open Market Sale | 25000 | 26.55 | $ 663,862.50 |
| Dec 15, 2023 | Rowland Bryan T.R. | Option Excercise | 62433 | 3.17 | $ 197,725.31 |
| Dec 15, 2023 | Rowland Bryan T.R. | Open Market Sale | 66802 | 26.95 | $ 1,800,631.81 |
| Dec 15, 2023 | DeStefano David | Open Market Sale | 39300 | 27.16 | $ 1,067,199.36 |
| Dec 15, 2023 | Stamm John Richard | Open Market Sale | 10000 | 26.85 | $ 268,483.00 |
| Dec 15, 2023 | Robert Kevin L | Open Market Sale | 8494 | 26.86 | $ 228,132.70 |
| Dec 13, 2023 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 9300 | 28.19 | $ 262,145.61 |
| Dec 12, 2023 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 60599 | 28.77 | $ 1,743,599.41 |
| Dec 8, 2023 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 150284 | 28.75 | $ 4,320,292.90 |
| Dec 7, 2023 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 138829 | 28.69 | $ 3,982,587.15 |
| Dec 5, 2023 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 105490 | 29.16 | $ 3,076,431.77 |
| Dec 4, 2023 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 63311 | 29.11 | $ 1,843,001.81 |
| Nov 30, 2023 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 177400 | 27.87 | $ 4,944,644.50 |
| Nov 29, 2023 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 228555 | 28.20 | $ 6,445,214.85 |
| Nov 14, 2023 | Westphal Jeffery | Open Market Sale | 1899025 | 26.06 | $ 49,488,591.50 |
| Nov 13, 2023 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 100000 | 26.99 | $ 2,698,936.65 |
| Nov 13, 2023 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 100000 | 27.09 | $ 2,708,751.29 |
| Nov 10, 2023 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 300000 | 27.18 | $ 8,154,858.00 |
| Nov 9, 2023 | Tensile Capital Management LP | Open Market Sale | 260418 | 26.51 | $ 6,903,361.94 |
| Nov 6, 2023 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 388879 | 22.74 | $ 8,843,493.19 |
| Nov 1, 2023 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Open Market Sale | 311121 | 23.40 | $ 7,279,713.90 |
| Oct 6, 2023 | Tensile Capital Management LP | Open Market Sale | 150000 | 24.23 | $ 3,635,100.00 |
| Oct 2, 2023 | Westphal Jeffery | Open Market Sale | 1103475 | 22.32 | $ 24,629,562.00 |
| Sep 29, 2023 | Tensile Capital Management LP | Open Market Sale | 60000 | 23.36 | $ 1,401,600.00 |
| Sep 14, 2023 | DeStefano David | Option Excercise | 501453 | 2.96 | $ 1,483,882.09 |
| Sep 14, 2023 | DeStefano David | Option Excercise | 291729 | 20.75 | $ 6,053,376.75 |
| Aug 28, 2023 | Stamm John Richard | Open Market Sale | 10691 | 22.41 | $ 239,591.72 |
| Aug 14, 2023 | ANDERSEN ERIC C. | Open Market Sale | 15121 | 19.50 | $ 294,907.89 |
| Aug 2, 2023 | Westphal Jeffery | Other Aquisition | 879000 | 0.00 | $ 0.00 |
| Jul 14, 2023 | Butler Lisa | Option Excercise | 10000 | 2.50 | $ 25,000.00 |
| Jul 14, 2023 | Butler Lisa | Open Market Sale | 10000 | 18.71 | $ 187,059.00 |
| Jul 12, 2023 | Westphal Jeffery | Open Market Sale | 325198 | 18.84 | $ 6,126,194.20 |
| Jun 30, 2023 | Westphal Jeffery | Open Market Sale | 608798 | 19.08 | $ 11,617,229.77 |
| Jun 28, 2023 | Westphal Jeffery | Open Market Sale | 800000 | 18.26 | $ 14,608,000.00 |
| Jun 15, 2023 | DeStefano David | Open Market Sale | 100000 | 20.43 | $ 2,042,883.63 |
| Jun 15, 2023 | Butler Lisa | Option Excercise | 10000 | 2.50 | $ 25,000.00 |
| Jun 15, 2023 | Butler Lisa | Open Market Sale | 10000 | 20.89 | $ 208,935.57 |
| Jun 13, 2023 | Gayton Bradley M | Grant | 8815 | 0.00 | $ 0.00 |
| Jun 13, 2023 | ANDERSEN ERIC C. | Grant | 8815 | 0.00 | $ 0.00 |
| Jun 13, 2023 | Stamm John Richard | Grant | 8815 | 0.00 | $ 0.00 |
| Jun 13, 2023 | Radcliffe Amanda Westphal | Grant | 8815 | 0.00 | $ 0.00 |
| Jun 13, 2023 | Robert Kevin L | Grant | 8815 | 0.00 | $ 0.00 |
| Jun 13, 2023 | Thompson Stefanie Westphal | Grant | 8815 | 0.00 | $ 0.00 |
| Jun 13, 2023 | Saunders Philip Seth | Grant | 8815 | 0.00 | $ 0.00 |