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
BoughtSold
Most active insiders, 12 months
| Insider | Title | Bought | Sold |
|---|---|---|---|
| Westphal Jeffrey | See Remarks | $5.12M | — |
| Young Christopher David | Pres, CEO, Dir | $730.8K | — |
| ANDERSEN ERIC C. | Dir | $516.4K | — |
| DeStefano David | Dir | — | $82.4K |
| Mendola Mark J | Dir | — | — |
| Stamm John Richard | Dir | — | — |
| Radcliffe Amanda Westphal | Dir, 10% | — | — |
| Thompson Stefanie Westphal | Dir, 10% | — | — |
| Gayton Bradley M | Dir | — | — |
| Leib Ryan J | CAO | — | — |
Transactions 332
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023-11-22 | 2023-11-20 | VERX | ANDERSEN ERIC C. | Dir | S - Sale | $26.24 | -10.0K | 87.3K | -10% | -$262.4K | |
| MI | 2023-11-16 | 2023-11-14 | VERX | Westphal Jeffery | 10% | S - Sale | $26.06 | -1.90M | 4.76M | -29% | -$49.49M |
| M | 2023-11-15 | 2023-11-13+ | 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 | $26.99 | -100.0K | 2.14M | -4% | -$2.70M |
| M | 2023-11-15 | 2023-11-13+ | 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 | $27.09 | -21.1K | 1.85M | -1% | -$570.3K |
| M | 2023-11-14 | 2023-11-10+ | VERX | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10%, 13(D) GROUP MEMBER | S - Sale | $27.18 | -300.0K | 1.61M | -16% | -$8.15M |
| MI | 2023-11-13 | 2023-11-09+ | VERX | Tensile Capital Management LP | 10% | S - Sale | $26.51 | -260.4K | 5.40M | -5% | -$6.90M |
| M | 2023-11-08 | 2023-11-06+ | VERX | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10%, 13(D) GROUP MEMBER | S - Sale | $22.74 | -388.9K | 1.89M | -17% | -$8.84M |
| M | 2023-11-03 | 2023-11-01+ | VERX | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10%, 13(D) GROUP MEMBER | S - Sale | $23.40 | -311.1K | 2.45M | -11% | -$7.28M |
| D | 2023-10-25 | 2023-10-04 | VERX | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | 10%, 13(D) GROUP MEMBER | C - Cnv Deriv | $0.00 | +281.5K | 281.5K | New | $0 |
| D | 2023-10-25 | 2023-10-04 | VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10%, 13(D) GROUP MEMBER | C - Cnv Deriv | $0.00 | +1.81M | 1.91M | +1,808% | $0 |
| D | 2023-10-17 | 2023-10-11 | VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10%, 13(D) GROUP MEMBER | C - Cnv Deriv | $0.00 | +2.09M | 2.19M | +2,089% | $0 |
| MI | 2023-10-10 | 2023-10-06+ | VERX | Tensile Capital Management LP | 10% | S - Sale | $24.23 | -150.0K | 5.67M | -3% | -$3.64M |
| I | 2023-10-04 | 2023-10-02 | VERX | Westphal Jeffery | 10% | S - Sale | $22.32 | -1.10M | 1.08M | -51% | -$24.63M |
| I | 2023-10-03 | 2023-09-29 | VERX | Tensile Capital Management LP | 10% | S - Sale | $23.36 | -60.0K | 5.81M | -1% | -$1.40M |
| AI | 2023-09-19 | 2023-07-12 | VERX | Westphal Jeffery | 10% | S - Sale | $18.90 | -80.6K | 5.58M | -1% | -$1.52M |
| DM | 2023-09-18 | 2023-09-14 | VERX | DeStefano David | Pres, CEO, Dir | M - OptEx | $2.96 | +501.5K | 580.7K | +632% | +$1.48M |
| DM | 2023-09-18 | 2023-09-14 | VERX | DeStefano David | Pres, CEO, Dir | F - Tax | $20.75 | -291.7K | 468.8K | -38% | -$6.05M |
| 2023-08-30 | 2023-08-28 | VERX | Stamm John Richard | Dir | S - Sale | $22.41 | -10.7K | 32.4K | -25% | -$239.6K | |
| 2023-08-16 | 2023-08-14 | VERX | ANDERSEN ERIC C. | Dir | S - Sale | $19.50 | -15.1K | 97.3K | -13% | -$294.9K | |
| DI | 2023-08-03 | 2023-08-02 | VERX | Westphal Jeffery | 10% | C - Cnv Deriv | $0.00 | +879.0K | 2.18M | +68% | $0 |
| D | 2023-07-18 | 2023-07-14 | VERX | Butler Lisa | CAO | S - Sale+OE | $18.71 | -10.0K | 250 | -98% | -$187.1K |
| D | 2023-07-18 | 2023-07-14 | VERX | Butler Lisa | CAO | M - OptEx | $2.50 | +10.0K | 10.2K | +4,000% | +$25.0K |
| MI | 2023-07-14 | 2023-07-12+ | VERX | Westphal Jeffery | 10% | S - Sale | $18.84 | -325.2K | 5.67M | -5% | -$6.13M |
| MI | 2023-07-05 | 2023-06-30 | VERX | Westphal Jeffery | 10% | S - Sale | $19.08 | -608.8K | 5.91M | -9% | -$11.62M |
| I | 2023-06-30 | 2023-06-28 | VERX | Westphal Jeffery | 10% | S - Sale | $18.26 | -800.0K | 6.51M | -11% | -$14.61M |
| M | 2023-06-20 | 2023-06-15 | VERX | DeStefano David | Pres, CEO, Dir | S - Sale | $20.43 | -100.0K | 260.0K | -28% | -$2.04M |
| D | 2023-06-20 | 2023-06-15 | VERX | Butler Lisa | CAO | M - OptEx | $2.50 | +10.0K | 10.2K | +4,000% | +$25.0K |
| DM | 2023-06-20 | 2023-06-15 | VERX | Butler Lisa | CAO | S - Sale+OE | $20.90 | -10.0K | 4,750 | -68% | -$209.0K |
| 2023-06-15 | 2023-06-13 | VERX | ANDERSEN ERIC C. | Dir | A - Grant | $0.00 | +8,815 | 112.4K | +9% | $0 | |
| 2023-06-15 | 2023-06-13 | VERX | Stamm John Richard | Dir | A - Grant | $0.00 | +8,815 | 43.1K | +26% | $0 | |
| 2023-06-15 | 2023-06-13 | VERX | Saunders Philip Seth | Dir | A - Grant | $0.00 | +8,815 | 23.9K | +58% | $0 | |
| 2023-06-15 | 2023-06-13 | VERX | Radcliffe Amanda Westphal | Dir, 10% | A - Grant | $0.00 | +8,815 | 132.4K | +7% | $0 | |
| 2023-06-15 | 2023-06-13 | VERX | Robert Kevin L | Dir | A - Grant | $0.00 | +8,815 | 32.4K | +37% | $0 | |
| 2023-06-15 | 2023-06-13 | VERX | Gayton Bradley M | Dir | A - Grant | $0.00 | +8,815 | 32.4K | +37% | $0 | |
| 2023-06-15 | 2023-06-13 | VERX | Thompson Stefanie Westphal | Dir, 10% | A - Grant | $0.00 | +8,815 | 40.3K | +28% | $0 | |
| D | 2023-05-17 | 2023-05-15 | VERX | Butler Lisa | CAO | S - Sale+OE | $19.56 | -10.0K | 250 | -98% | -$195.6K |
| D | 2023-05-17 | 2023-05-15 | VERX | Butler Lisa | CAO | M - OptEx | $2.50 | +10.0K | 10.2K | +4,000% | +$25.0K |
| D | 2023-05-17 | 2023-05-15 | VERX | SCHWAB JOHN R | CFO | M - OptEx | $4.70 | +30.0K | 53.3K | +129% | +$141.0K |
| D | 2023-05-17 | 2023-05-15 | VERX | SCHWAB JOHN R | CFO | S - Sale+OE | $19.61 | -30.0K | 23.3K | -56% | -$588.3K |
| MI | 2023-04-21 | 2023-04-19+ | VERX | Tensile Capital Management LP | 10% | S - Sale | $22.46 | -103.5K | 5.93M | -2% | -$2.33M |
| D | 2023-04-19 | 2023-04-17 | VERX | Butler Lisa | CAO | S - Sale+OE | $22.45 | -10.0K | 250 | -98% | -$224.5K |
| D | 2023-04-19 | 2023-04-17 | VERX | Butler Lisa | CAO | M - OptEx | $2.50 | +10.0K | 10.2K | +4,000% | +$25.0K |
| 2023-04-07 | 2023-04-05 | 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 | $21.33 | -18.8K | 100.0K | -16% | -$400.6K | |
| 2023-04-07 | 2023-04-05 | 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 | $21.33 | -18.8K | 100.0K | -16% | -$400.6K | |
| M | 2023-04-04 | 2023-03-31+ | 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 | $21.10 | -96.0K | 118.8K | -45% | -$2.02M |
| D | 2023-04-04 | 2023-03-31 | VERX | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10%, 13(D) GROUP MEMBER | C - Cnv Deriv | $0.00 | +2.59M | 2.59M | New | $0 |
| M | 2023-04-04 | 2023-03-31+ | 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 | $21.10 | -96.0K | 118.8K | -45% | -$2.02M |
| M | 2023-03-30 | 2023-03-28+ | 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 | $20.00 | -85.2K | 214.8K | -28% | -$1.71M |
| M | 2023-03-30 | 2023-03-28+ | 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 | $20.00 | -85.3K | 294.3K | -22% | -$1.71M |
| M | 2023-03-22 | 2023-03-20+ | 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 | $18.25 | -24.3K | 310.5K | -7% | -$442.8K |
| M | 2023-03-22 | 2023-03-20+ | 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 | $18.25 | -24.3K | 310.5K | -7% | -$442.8K |
| D | 2023-03-17 | 2023-03-15 | VERX | Butler Lisa | CAO | M - OptEx | $2.50 | +10.0K | 10.2K | +4,000% | +$25.0K |
| D | 2023-03-17 | 2023-03-15 | VERX | Butler Lisa | CAO | S - Sale+OE | $18.09 | -10.0K | 250 | -98% | -$180.9K |
| M | 2023-03-17 | 2023-03-15+ | 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 | $18.49 | -130.8K | 427.7K | -23% | -$2.42M |
| M | 2023-03-17 | 2023-03-15+ | 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 | $18.49 | -130.8K | 354.4K | -27% | -$2.42M |
| MI | 2023-03-16 | 2023-03-14+ | VERX | Westphal Jeffery | 10% | S - Sale | $17.82 | -1.51M | 7.31M | -17% | -$26.90M |
| 2023-03-15 | 2023-03-13 | VERX | Stamm John Richard | Dir | S - Sale | $18.37 | -11.8K | 34.3K | -26% | -$217.6K | |
| M | 2023-03-14 | 2023-03-10+ | 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 | $18.41 | -44.9K | 479.7K | -9% | -$826.6K |
| M | 2023-03-14 | 2023-03-10+ | 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 | $18.41 | -44.9K | 455.1K | -9% | -$826.6K |
| DM | 2023-03-10 | 2023-03-08 | VERX | Butler Lisa | CAO | S - Sale+OE | $16.42 | -22.9K | 3,144 | -88% | -$376.0K |
| D | 2023-03-10 | 2023-03-08 | VERX | Butler Lisa | CAO | M - OptEx | $2.50 | +20.0K | 23.1K | +636% | +$50.0K |
| DM | 2023-03-10 | 2023-03-08 | VERX | Rowland Bryan T.R. | GC | S - Sale+OE | $16.52 | -81.7K | 54.5K | -60% | -$1.35M |
| D | 2023-03-10 | 2023-03-08 | VERX | Rowland Bryan T.R. | GC | M - OptEx | $3.73 | +31.1K | 85.6K | +57% | +$116.0K |
| MI | 2023-03-10 | 2023-03-08+ | VERX | Westphal Jeffery | 10% | S - Sale | $18.71 | -97.9K | 8.85M | -1% | -$1.83M |
| 2023-03-08 | 2023-03-06 | VERX | Butler Lisa | CAO | S - Sale | $15.29 | -763 | 3,144 | -20% | -$11.7K | |
| D | 2023-03-03 | 2023-03-01 | VERX | DeStefano David | Pres, CEO, Dir | F - Tax | $15.60 | -29.3K | 358.9K | -8% | -$456.5K |
| D | 2023-03-03 | 2023-03-01 | VERX | DeStefano David | Pres, CEO, Dir | M - OptEx | $0.00 | +57.1K | 388.2K | +17% | $0 |
| D | 2023-03-03 | 2023-03-01 | VERX | SCHWAB JOHN R | CFO | F - Tax | $15.60 | -1,247 | 23.3K | -5% | -$19.5K |
| D | 2023-03-03 | 2023-03-01 | VERX | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +3,441 | 24.6K | +16% | $0 |
| D | 2023-03-03 | 2023-03-01 | VERX | Butler Lisa | CAO | M - OptEx | $0.00 | +1,153 | 4,297 | +37% | $0 |
| D | 2023-03-03 | 2023-03-01 | VERX | Butler Lisa | CAO | F - Tax | $15.60 | -390 | 3,907 | -9% | -$6,084 |
| D | 2023-03-03 | 2023-03-01 | VERX | Rowland Bryan T.R. | GC | F - Tax | $15.60 | -568 | 54.5K | -1% | -$8,861 |
| D | 2023-03-03 | 2023-03-01 | VERX | Rowland Bryan T.R. | GC | M - OptEx | $0.00 | +1,732 | 55.1K | +3% | $0 |
| MI | 2023-03-02 | 2023-02-28+ | VERX | Westphal Jeffery | 10% | S - Sale | $15.73 | -133.3K | 8.97M | -1% | -$2.10M |
| D | 2023-02-27 | 2023-02-24 | VERX | DeStefano David | Pres, CEO, Dir | F - Tax | $15.44 | -45.9K | 331.0K | -12% | -$708.2K |
| D | 2023-02-27 | 2023-02-24 | VERX | DeStefano David | Pres, CEO, Dir | M - OptEx | $0.00 | +109.2K | 376.9K | +41% | $0 |
| 2023-02-23 | 2023-02-21 | VERX | Butler Lisa | CAO | S - Sale | $15.04 | -2,968 | 3,144 | -49% | -$44.6K | |
| D | 2023-02-14 | 2023-02-10 | VERX | SCHWAB JOHN R | CFO | F - Tax | $14.21 | -8,466 | 21.1K | -29% | -$120.3K |
| D | 2023-02-14 | 2023-02-10 | VERX | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +24.0K | 29.6K | +430% | $0 |
| D | 2023-02-14 | 2023-02-10 | VERX | Rowland Bryan T.R. | GC | M - OptEx | $0.00 | +4,088 | 54.7K | +8% | $0 |
| D | 2023-02-14 | 2023-02-10 | VERX | Rowland Bryan T.R. | GC | F - Tax | $14.21 | -1,341 | 53.4K | -2% | -$19.1K |
| D | 2023-02-14 | 2023-02-10 | VERX | Butler Lisa | CAO | F - Tax | $14.21 | -1,516 | 6,112 | -20% | -$21.5K |
| D | 2023-02-14 | 2023-02-10 | VERX | Butler Lisa | CAO | M - OptEx | $0.00 | +4,484 | 7,628 | +143% | $0 |
| D | 2022-12-16 | 2022-12-14 | VERX | SCHWAB JOHN R | CFO | S - Sale+OE | $16.28 | -7,439 | 5,579 | -57% | -$121.1K |
| D | 2022-12-16 | 2022-12-14 | VERX | SCHWAB JOHN R | CFO | M - OptEx | $4.70 | +7,439 | 13.0K | +133% | +$35.0K |
| M | 2022-12-14 | 2022-12-12+ | VERX | DeStefano David | Pres, CEO, Dir | S - Sale | $16.28 | -48.7K | 267.7K | -15% | -$793.0K |
| M | 2022-12-06 | 2022-12-02+ | VERX | Robert Kevin L | Dir | S - Sale | $16.03 | -12.9K | 23.6K | -35% | -$206.7K |
| DM | 2022-12-06 | 2022-12-02+ | VERX | SCHWAB JOHN R | CFO | M - OptEx | $4.70 | +17.6K | 22.2K | +375% | +$82.5K |
| DM | 2022-12-06 | 2022-12-02+ | VERX | SCHWAB JOHN R | CFO | S - Sale+OE | $16.76 | -17.6K | 5,579 | -76% | -$294.4K |
| D | 2022-11-28 | 2022-11-23 | VERX | Robert Kevin L | Dir | S - Sale+OE | $15.50 | -11.8K | 31.5K | -27% | -$183.6K |
| D | 2022-11-28 | 2022-11-23 | VERX | Robert Kevin L | Dir | M - OptEx | $2.50 | +5,000 | 36.5K | +16% | +$12.5K |
| I | 2022-11-21 | 2022-11-17 | VERX | Westphal Jeffery | 10% | S - Sale | $15.15 | -1.50M | 9.05M | -14% | -$22.73M |
| D | 2022-11-18 | 2022-11-16 | VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10%, 13(D) GROUP MEMBER | C - Cnv Deriv | $0.00 | +500.0K | 500.0K | New | $0 |
| D | 2022-11-18 | 2022-11-16 | VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10%, 13(D) GROUP MEMBER | C - Cnv Deriv | $0.00 | +500.0K | 500.0K | New | $0 |
| I | 2022-11-03 | 2022-11-01 | VERX | Westphal Jeffery | 10% | S - Sale | $18.00 | -36.0K | 1.31M | -3% | -$647.1K |
| DI | 2022-10-27 | 2022-10-25 | VERX | Tensile Capital Management LP | 10% | X - OptEx | $7.85 | +750.0K | 5.97M | +14% | +$5.89M |
| DI | 2022-10-26 | 2022-10-26 | VERX | Westphal Jeffery | 10% | X - OptEx | $7.85 | -750.0K | 10.55M | -7% | -$5.89M |
| 2022-10-11 | 2022-10-10 | VERX | DeStefano David | Pres, CEO, Dir | S - Sale | $14.56 | -17.7K | 316.1K | -5% | -$257.3K | |
| M | 2022-09-30 | 2022-09-28+ | VERX | DeStefano David | Pres, CEO, Dir | S - Sale | $13.66 | -99.2K | 362.7K | -21% | -$1.36M |
| M | 2022-09-19 | 2022-09-15+ | VERX | DeStefano David | Pres, CEO, Dir | S - Sale | $14.10 | -134.6K | 520.3K | -21% | -$1.90M |
Purchase Sale Sale after option exercise All abbreviations