Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Insiders for : 
Vertex, Inc. (VERX)  
$29.41 0.50 (1.73%) as of 4:30 Thu 4/25


Download
   
Exchange: N/A
Security Type: Common
Shares Out: 60,920,000
Market Cap: 1.79(B)
Last Volume: 0 Avg Vol: 0
52 Week Range: $17.77 - $33.58
Level I Sector: N/A
Level II Sector: N/A
Level III Sector: N/A

Member Indexes:
   

Rankings:
     
Insider 3 Months    :   -
Insider 6 Months    :   -
Insider 3/6 Months :   -
Guru Rank Number :  -
Guru Rank Value     :  -
Guru Occurances    :  -

 

            6 Months   1 Year   2 Year  
 
Company Profile   Vertex is a provider of enterprise tax technology solutions. Co.'s solutions automate the end-to-end indirect tax processes for companies with tax operations and audit risk. Co.'s software includes tax determination, compliance and reporting, tax data management and document management tools, analytics and insights, as well as pre-built integrations to business applications. Co.'s communications solution supports the determination of taxes, surcharges and fees affecting providers of communication services, including wireless, voice-over-IP, satellite, internet and video and audio streaming services. Co. also provides implementation services which include configuration and data migration.

 
 
Summary  (Direct Transactions Only) 3 Months 6 Months 12 Months 24 Months
Total Shares Bought 0 0 0 0
Total Buy Value $0 $0 $0 $0
Total People Bought 0 0 0 0
Total Buy Transactions 0 0 0 0
Total Shares Sold 4,371,555 8,513,241 11,717,142 21,645,802
Total Sell Value $135,594,222 $245,300,832 $310,347,867 $427,853,561
Total People Sold 10 13 13 13
Total Sell Transactions 55 96 112 184
End Date 2024-01-25 2023-10-24 2023-04-25 2022-04-25

   
Records found: 321
  Page 1 of 13  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

  
3m +/-  
Form
   Westphal Jeffery 10% Owner   –       –       •   2024-04-05 4 S $30.05 $23,773,547 I/I (791,133) 1,554,641 9%     
   2020 Irrevocable Trust For Benefit Of Nicholas A. 13(D) GROUP MEMBER   –       –       •   2024-03-27 4 S $30.22 $927,543 D/D (30,692) 0 6%     
   2020 Irrevocable Trust For Benefit Of Nicholas A. 13(D) GROUP MEMBER   –       –       •   2024-03-26 4 S $30.23 $1,531,927 D/D (50,669) 30,692 4%     
   Item Second Irr. Trust Fbo Anne Marie Westphal U/a 13(D) GROUP MEMBER   –       –       •   2024-03-26 4 S $30.27 $821,192 D/D (27,128) 965,074 4%     
   2020 Irrevocable Trust For Benefit Of Nicholas A. 13(D) GROUP MEMBER   –       –       •   2024-03-25 4 S $30.09 $1,430,032 D/D (47,522) 81,361 4%     
   Item Second Irr. Trust Fbo Jacob J. Westphal U/a O 13(D) GROUP MEMBER   –       –       •   2024-03-25 4 S $30.03 $85,847 D/D (2,859) 1,197,706 4%     
   Item Second Irr. Trust Fbo Anne Marie Westphal U/a 13(D) GROUP MEMBER   –       –       •   2024-03-25 4 S $30.09 $1,431,554 D/D (47,571) 992,202 4%     
   2020 Irrevocable Trust For Benefit Of Nicholas A. 13(D) GROUP MEMBER   –       –       •   2024-03-21 4 S $30.00 $3,000 D/D (100) 128,883 2%     
   Item Second Irr. Trust Fbo Jacob J. Westphal U/a O 13(D) GROUP MEMBER   –       –       •   2024-03-21 4 S $30.00 $3,000 D/D (100) 1,200,565 2%     
   Item Second Irr. Trust Fbo Anne Marie Westphal U/a 13(D) GROUP MEMBER   –       –       •   2024-03-21 4 S $30.00 $3,000 D/D (100) 1,039,773 2%     
   2020 Irrevocable Trust For Benefit Of Nicholas A. 13(D) GROUP MEMBER   –       –       •   2024-03-20 4 S $30.04 $328,220 D/D (10,926) 128,983 3%     
   Item Second Irr. Trust Fbo Anne Marie Westphal U/a 13(D) GROUP MEMBER   –       –       •   2024-03-20 4 S $30.04 $327,940 D/D (10,917) 1,039,873 3%     
   Item Second Irr. Trust Fbo Jacob J. Westphal U/a O 13(D) GROUP MEMBER   –       –       •   2024-03-20 4 S $30.04 $329,067 D/D (10,955) 1,200,665 3%     
   2020 Irrevocable Trust For Benefit Of Nicholas A. 13(D) GROUP MEMBER   –       –       •   2024-03-19 4 S $30.06 $930,350 D/D (30,954) 139,909 3%     
   Item Second Irr. Trust Fbo Anne Marie Westphal U/a 13(D) GROUP MEMBER   –       –       •   2024-03-19 4 S $30.05 $929,926 D/D (30,941) 1,050,790 3%     
   Item Second Irr. Trust Fbo Jacob J. Westphal U/a O 13(D) GROUP MEMBER   –       –       •   2024-03-19 4 S $30.06 $936,914 D/D (31,173) 1,211,620 3%     
   2020 Irrevocable Trust For Benefit Of Nicholas A. 13(D) GROUP MEMBER   –       –       •   2024-03-18 4 S $30.05 $208,935 D/D (6,954) 170,863 3%     
   Item Second Irr. Trust Fbo Anne Marie Westphal U/a 13(D) GROUP MEMBER   –       –       •   2024-03-18 4 S $30.05 $207,625 D/D (6,910) 1,081,731 3%     
   Item Second Irr. Trust Fbo Jacob J. Westphal U/a O 13(D) GROUP MEMBER   –       –       •   2024-03-18 4 S $30.04 $209,313 D/D (6,967) 1,242,793 3%     
   Butler Lisa CHIEF ACCOUNTING OFFICER   •       –      –    2024-03-14 4 S $29.63 $245,616 D/D (8,290) 250 3%     
   Item Second Irr. Trust Fbo Jacob J. Westphal U/a O 13(D) GROUP MEMBER   –       –       •   2024-03-14 4 S $30.01 $256,203 D/D (8,538) 1,249,760 3%     
   2020 Irrevocable Trust For Benefit Of Nicholas A. 13(D) GROUP MEMBER   –       –       •   2024-03-14 4 S $30.01 $256,796 D/D (8,558) 177,817 3%     
   Item Second Irr. Trust Fbo Anne Marie Westphal U/a 13(D) GROUP MEMBER   –       –       •   2024-03-14 4 S $30.01 $242,753 D/D (8,090) 1,088,641 3%     
   Item Second Irr. Trust Fbo Jacob J. Westphal U/a O 13(D) GROUP MEMBER   –       –       •   2024-03-13 4 S $30.00 $39,003 D/D (1,300) 1,258,298 3%     
   2020 Irrevocable Trust For Benefit Of Nicholas A. 13(D) GROUP MEMBER   –       –       •   2024-03-13 4 S $30.00 $42,363 D/D (1,412) 186,375 3%     
  321 Records found
  1  2  3  4  5  6  7  8  9  Next   
  Page 1 of 13
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
  OE - Options Exercised A - Acquired
  IO - Initital Ownership D - Disposed
 
 
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us