InsiderTrades

VERX Vertex, Inc.

Nasdaq · SEC CIK 1806837 · EDGAR

Bought, last 12 months
$6.22M
4 purchases by 4 insiders
Sold, last 12 months
$82.4K
1 sales by 1 insiders
Filings on record
276
since 2021-08-25, latest 2026-06-12 16:21
Buying vs selling by month open-market trades, last 24 months
BoughtSold

Most active insiders, 12 months

InsiderTitleBoughtSold
Westphal JeffreySee Remarks $5.12M—
Young Christopher DavidPres, CEO, Dir $730.8K—
ANDERSEN ERIC C.Dir $516.4K—
DeStefano DavidDir —$82.4K
Mendola Mark JDir ——
Stamm John RichardDir ——
Radcliffe Amanda WestphalDir, 10% ——
Thompson Stefanie WestphalDir, 10% ——
Gayton Bradley MDir ——
Leib Ryan JCAO ——

Transactions 332

Type
Reset
X Filed Traded Ticker Insider Title Type Price Qty Owned ΔOwn Value
M 2024-11-21 2024-11-20+ VERX ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% S - Sale $52.58 -72.0K 1.36M -5% -$3.79M
M 2024-11-18 2024-11-14+ VERX DeStefano David Pres, CEO, Dir S - Sale $49.60 -198.2K 293.2K -40% -$9.83M
DI 2024-11-13 2024-11-11 VERX Westphal Jeffrey 10% S - Sale $48.90 -2.48M 0 -100% -$121.52M
DI 2024-11-13 2024-11-11 VERX Westphal Jeffrey 10% C - Cnv Deriv $0.00 +2.48M 2.48M New $0
M 2024-11-12 2024-11-07+ VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $51.76 -150.0K 615.1K -20% -$7.76M
M 2024-11-12 2024-11-07+ VERX ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $52.00 -150.0K 906.1K -14% -$7.80M
2024-11-01 2024-10-30 VERX DeStefano David Pres, CEO, Dir G - Gift $0.00 -210.1K 491.4K -30% $0
M 2024-10-15 2024-10-10+ VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $40.16 -75.2K 807.8K -9% -$3.02M
M 2024-10-15 2024-10-10+ VERX ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $40.42 -135.1K 989.1K -12% -$5.46M
M 2024-10-09 2024-10-07+ VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $41.20 -124.8K 916.9K -12% -$5.14M
M 2024-10-09 2024-10-07+ VERX ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $41.19 -129.9K 1.07M -11% -$5.35M
DI 2024-10-07 2024-10-03 VERX Westphal Jeffrey 10% S - Sale $39.42 -1.23M 0 -100% -$48.29M
DI 2024-10-07 2024-10-03 VERX Westphal Jeffrey 10% C - Cnv Deriv $0.00 +170.4K 1.23M +16% $0
DM 2024-09-16 2024-09-12 VERX Stamm John Richard Dir S - Sale+OE $35.42 -10.0K 16.6K -38% -$354.2K
D 2024-09-16 2024-09-12 VERX Stamm John Richard Dir M - OptEx $3.73 +5,000 21.6K +30% +$18.6K
2024-08-27 2024-08-26 VERX ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% S - Sale $37.27 -158.9K 1.43M -10% -$5.92M
D 2024-08-26 2024-08-22 VERX SCHWAB JOHN R CFO M - OptEx $4.70 +25.0K 78.1K +47% +$117.5K
D 2024-08-26 2024-08-22 VERX SCHWAB JOHN R CFO S - Sale+OE $35.81 -25.0K 53.1K -32% -$895.2K
D 2024-08-26 2024-08-22 VERX Stamm John Richard Dir M - OptEx $3.73 +16.0K 37.6K +74% +$59.7K
D 2024-08-26 2024-08-22 VERX Stamm John Richard Dir S - Sale+OE $35.95 -16.0K 21.6K -43% -$575.2K
D 2024-08-22 2024-08-20 VERX Rowland Bryan T.R. GC M - OptEx $3.73 +30.0K 38.2K +367% +$111.9K
DM 2024-08-22 2024-08-20 VERX Rowland Bryan T.R. GC S - Sale+OE $35.71 -38.2K 0 -100% -$1.36M
D 2024-08-15 2024-08-13 VERX ANDERSEN ERIC C. Dir M - OptEx $2.50 +140.0K 223.0K +169% +$350.0K
DM 2024-08-15 2024-08-13 VERX ANDERSEN ERIC C. Dir S - Sale+OE $36.22 -140.0K 83.0K -63% -$5.07M
I 2024-07-24 2024-07-23 VERX Westphal Jeffrey 10% S - Sale $37.81 -1.50M 1.05M -59% -$56.72M
2024-06-14 2024-06-12 VERX Thompson Stefanie Westphal Dir, 10% A - Grant $0.00 +5,705 46.0K +14% $0
2024-06-14 2024-06-12 VERX Radcliffe Amanda Westphal Dir, 10% A - Grant $0.00 +5,705 138.1K +4% $0
2024-06-14 2024-06-12 VERX Saunders Philip Seth Dir A - Grant $0.00 +5,705 29.6K +24% $0
2024-06-14 2024-06-12 VERX Stamm John Richard Dir A - Grant $0.00 +5,705 21.6K +36% $0
2024-06-14 2024-06-12 VERX ANDERSEN ERIC C. Dir A - Grant $0.00 +5,705 83.0K +7% $0
2024-06-14 2024-06-12 VERX Gayton Bradley M Dir A - Grant $0.00 +5,705 38.1K +18% $0
I 2024-06-07 2024-06-05 VERX Westphal Jeffrey 10% S - Sale $32.93 -1.50M 2.55M -37% -$49.40M
DI 2024-05-02 2024-04-30 VERX Westphal Jeffrey 10% C - Cnv Deriv $0.00 +2.50M 4.05M +161% $0
I 2024-04-09 2024-04-05 VERX Westphal Jeffrey 10% S - Sale $30.05 -791.1K 1.55M -34% -$23.77M
M 2024-03-28 2024-03-26+ VERX 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10%, 13(D) GROUP MEMBER S - Sale $30.23 -81.4K 30.7K -73% -$2.46M
2024-03-28 2024-03-26 VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $30.27 -27.1K 965.1K -3% -$821.2K
M 2024-03-25 2024-03-21+ VERX 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10%, 13(D) GROUP MEMBER S - Sale $30.09 -47.6K 128.9K -27% -$1.43M
M 2024-03-25 2024-03-21+ VERX ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $30.03 -2,959 1.20M -0.2% -$88.9K
M 2024-03-25 2024-03-21+ VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $30.09 -47.7K 1.04M -4% -$1.43M
M 2024-03-20 2024-03-18+ VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $30.05 -48.8K 1.04M -4% -$1.47M
M 2024-03-20 2024-03-18+ VERX 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10%, 13(D) GROUP MEMBER S - Sale $30.05 -48.8K 129.0K -27% -$1.47M
M 2024-03-20 2024-03-18+ VERX ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $30.05 -49.1K 1.21M -4% -$1.48M
2024-03-18 2024-03-14 VERX Butler Lisa CAO S - Sale $29.63 -8,290 250 -97% -$245.6K
M 2024-03-14 2024-03-12+ VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $30.01 -19.1K 1.09M -2% -$573.7K
M 2024-03-14 2024-03-12+ VERX 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10%, 13(D) GROUP MEMBER S - Sale $30.01 -19.8K 186.4K -10% -$595.1K
M 2024-03-14 2024-03-12+ VERX ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $30.01 -19.6K 1.25M -2% -$587.8K
M 2024-03-12 2024-03-08+ VERX DeStefano David Pres, CEO, Dir S - Sale $30.08 -15.7K 704.9K -2% -$471.5K
D 2024-03-12 2024-03-08 VERX Rowland Bryan T.R. GC S - Sale+OE $29.65 -32.2K 8,018 -80% -$954.6K
D 2024-03-12 2024-03-08 VERX Rowland Bryan T.R. GC M - OptEx $3.73 +32.2K 40.2K +402% +$120.1K
M 2024-03-08 2024-03-06+ VERX ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $30.08 -50.2K 1.29M -4% -$1.51M
M 2024-03-08 2024-03-06+ VERX 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10%, 13(D) GROUP MEMBER S - Sale $30.08 -50.1K 197.6K -20% -$1.51M
M 2024-03-08 2024-03-06+ VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $30.08 -50.6K 1.15M -4% -$1.52M
2024-03-07 2024-03-05 VERX Stamm John Richard Dir S - Sale $29.48 -6,500 15.9K -29% -$191.6K
D 2024-03-07 2024-03-05 VERX SCHWAB JOHN R CFO M - OptEx $4.70 +10.0K 63.1K +19% +$47.0K
D 2024-03-07 2024-03-05 VERX SCHWAB JOHN R CFO S - Sale+OE $30.00 -10.0K 53.1K -16% -$300.0K
D 2024-03-05 2024-03-01 VERX Butler Lisa CAO M - OptEx $0.00 +576 8,705 +7% $0
D 2024-03-05 2024-03-01 VERX Butler Lisa CAO F - Tax $33.55 -165 8,540 -2% -$5,536
M 2024-03-05 2024-03-01+ VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $30.75 -206.7K 1.17M -15% -$6.36M
D 2024-03-05 2024-03-01 VERX SCHWAB JOHN R CFO F - Tax $33.55 -932 53.1K -2% -$31.3K
D 2024-03-05 2024-03-01 VERX SCHWAB JOHN R CFO M - OptEx $0.00 +1,721 54.0K +3% $0
M 2024-03-05 2024-03-01+ VERX 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10%, 13(D) GROUP MEMBER S - Sale $32.88 -33.7K 254.7K -12% -$1.11M
D 2024-03-05 2024-03-01 VERX Rowland Bryan T.R. GC F - Tax $33.55 -239 8,018 -3% -$8,018
D 2024-03-05 2024-03-01 VERX Rowland Bryan T.R. GC M - OptEx $0.00 +866 8,257 +12% $0
M 2024-03-05 2024-03-01+ VERX ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $30.50 -278.1K 1.32M -17% -$8.48M
D 2024-03-05 2024-03-01 VERX DeStefano David Pres, CEO, Dir F - Tax $33.55 -14.6K 717.0K -2% -$490.3K
D 2024-03-05 2024-03-01 VERX DeStefano David Pres, CEO, Dir M - OptEx $0.00 +28.6K 728.7K +4% $0
MI 2024-03-05 2024-03-01+ VERX Westphal Jeffrey 10% S - Sale $31.66 -2.42M 4.64M -34% -$76.51M
D 2024-03-04 2024-02-29 VERX DeStefano David Pres, CEO, Dir M - OptEx $2.50 +450.0K 951.0K +90% +$1.12M
D 2024-03-04 2024-02-29 VERX DeStefano David Pres, CEO, Dir F - Tax $31.00 -247.9K 703.1K -26% -$7.68M
D 2024-02-27 2024-02-23 VERX SCHWAB JOHN R CFO F - Tax $24.71 -16.4K 52.3K -24% -$405.5K
D 2024-02-27 2024-02-23 VERX SCHWAB JOHN R CFO M - OptEx $0.00 +30.3K 68.7K +79% $0
D 2024-02-27 2024-02-23 VERX Butler Lisa CAO F - Tax $24.71 -1,943 8,129 -19% -$48.0K
D 2024-02-27 2024-02-23 VERX Butler Lisa CAO M - OptEx $0.00 +6,854 10.1K +213% $0
D 2024-02-27 2024-02-23 VERX Rowland Bryan T.R. GC F - Tax $24.71 -1,784 7,391 -19% -$44.1K
D 2024-02-27 2024-02-23 VERX Rowland Bryan T.R. GC M - OptEx $0.00 +6,428 9,175 +234% $0
DM 2024-02-27 2024-02-23+ VERX DeStefano David Pres, CEO, Dir F - Tax $24.71 -101.8K 447.6K -19% -$2.52M
DM 2024-02-27 2024-02-23+ VERX DeStefano David Pres, CEO, Dir M - OptEx $0.00 +210.6K 556.9K +61% $0
2024-02-16 2024-02-15 VERX ANDERSEN ERIC C. Dir S - Sale $25.88 -10.0K 77.3K -11% -$258.8K
D 2024-02-15 2024-02-13 VERX Rowland Bryan T.R. GC F - Tax $26.58 -1,341 2,747 -33% -$35.6K
D 2024-02-15 2024-02-13 VERX Rowland Bryan T.R. GC M - OptEx $0.00 +4,088 4,088 New $0
D 2024-02-15 2024-02-13 VERX Butler Lisa CAO F - Tax $26.58 -1,516 3,218 -32% -$40.3K
D 2024-02-15 2024-02-13 VERX Butler Lisa CAO M - OptEx $0.00 +4,484 4,734 +1,794% $0
D 2024-02-15 2024-02-13 VERX SCHWAB JOHN R CFO F - Tax $26.58 -8,904 38.4K -19% -$236.7K
D 2024-02-15 2024-02-13 VERX SCHWAB JOHN R CFO M - OptEx $0.00 +24.0K 47.3K +103% $0
2023-12-29 2023-12-27 VERX DeStefano David Pres, CEO, Dir G - Gift $0.00 -37.5K 392.2K -9% $0
D 2023-12-20 2023-12-18 VERX SCHWAB JOHN R CFO M - OptEx $4.70 +25.0K 48.3K +107% +$117.5K
D 2023-12-20 2023-12-18 VERX SCHWAB JOHN R CFO S - Sale+OE $26.55 -25.0K 23.3K -52% -$663.8K
2023-12-19 2023-12-15 VERX Stamm John Richard Dir S - Sale $26.85 -10.0K 22.4K -31% -$268.5K
2023-12-19 2023-12-15 VERX DeStefano David Pres, CEO, Dir S - Sale $27.16 -39.3K 429.6K -8% -$1.07M
2023-12-19 2023-12-15 VERX Robert Kevin L Dir S - Sale $26.86 -8,494 23.9K -26% -$228.1K
D 2023-12-19 2023-12-15 VERX Rowland Bryan T.R. GC M - OptEx $3.17 +62.4K 66.8K +1,429% +$197.9K
DM 2023-12-19 2023-12-15 VERX Rowland Bryan T.R. GC S - Sale+OE $26.95 -66.8K 0 -100% -$1.80M
2023-12-15 2023-12-13 VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $28.19 -9,300 1.37M -0.7% -$262.2K
M 2023-12-14 2023-12-12+ VERX ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $28.77 -60.6K 1.60M -4% -$1.74M
M 2023-12-12 2023-12-08+ VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $28.75 -150.3K 1.42M -10% -$4.32M
M 2023-12-11 2023-12-07+ VERX ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $28.69 -138.8K 1.71M -8% -$3.98M
M 2023-12-07 2023-12-05+ VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $29.16 -105.5K 1.52M -6% -$3.08M
M 2023-12-06 2023-12-04+ VERX ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $29.11 -63.3K 1.85M -3% -$1.84M
M 2023-12-04 2023-11-30+ VERX ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $27.87 -177.4K 1.72M -9% -$4.94M
M 2023-12-01 2023-11-29+ VERX ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%, 13(D) GROUP MEMBER S - Sale $28.20 -228.6K 1.94M -11% -$6.45M

Purchase Sale Sale after option exercise All abbreviations