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Vertex, Inc. (VERX)  
$29.26 0.07 (0.24%) as of 4:30 Fri 5/3


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Exchange: N/A
Security Type: Common
Shares Out: 60,920,000
Market Cap: 1.78(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 2024-02-04 2023-11-03 2023-05-05 2022-05-05

   
Records found: 321
  Page 7 of 13  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

  
3m +/-  
Form
   Andersen Eric C.   –       •      –    2023-06-13 4 A $0.00 $0 D/D 8,815 112,430     -
   Robert Kevin L   –       •      –    2023-06-13 4 A $0.00 $0 D/D 8,815 32,430     -
   Thompson Stefanie Westphal   –       •       •   2023-06-13 4 A $0.00 $0 D/D 8,815 40,325     -
   Radcliffe Amanda Westphal   –       •       •   2023-06-13 4 A $0.00 $0 D/D 8,815 132,360     -
   Stamm John Richard   –       •      –    2023-06-13 4 A $0.00 $0 D/D 8,815 43,121     -
   Schwab John R CHIEF FINANCIAL OFFICER   •       –      –    2023-05-15 4 AS $19.61 $588,381 D/D (30,000) 23,316 13%     
   Schwab John R CHIEF FINANCIAL OFFICER   •       –      –    2023-05-15 4 OE $4.70 $141,000 D/D 30,000 53,316     -
   Butler Lisa CHIEF ACCOUNTING OFFICER   •       –      –    2023-05-15 4 AS $19.56 $195,648 D/D (10,000) 250 13%     
   Butler Lisa CHIEF ACCOUNTING OFFICER   •       –      –    2023-05-15 4 OE $2.50 $25,000 D/D 10,000 10,250     -
   Tensile Capital Management Lp 10% Owner   –       –       •   2023-04-21 4 S $22.32 $97,829 I/I (4,383) 5,866,717 -3%     
   Tensile Capital Management Lp 10% Owner   –       –       •   2023-04-20 4 S $22.35 $1,225,786 I/I (54,845) 5,871,100 -2%     
   Tensile Capital Management Lp 10% Owner   –       –       •   2023-04-19 4 S $22.61 $1,001,917 I/I (44,313) 5,925,945 1%     
   Butler Lisa CHIEF ACCOUNTING OFFICER   •       –      –    2023-04-17 4 AS $22.45 $224,480 D/D (10,000) 250 -1%     
   Butler Lisa CHIEF ACCOUNTING OFFICER   •       –      –    2023-04-17 4 OE $2.50 $25,000 D/D 10,000 10,250     -
   Item Second Irr. Trust Fbo Jacob J. Westphal U/a O 13(D) GROUP MEMBER   –       –       •   2023-04-05 4 S $21.33 $400,615 D/D (18,780) 100,000 8%     
   Item Second Irr. Trust Fbo Anne Marie Westphal U/a 13(D) GROUP MEMBER   –       –       •   2023-04-05 4 S $21.33 $400,615 D/D (18,780) 100,000 8%     
   Item Second Irr. Trust Fbo Jacob J. Westphal U/a O 13(D) GROUP MEMBER   –       –       •   2023-03-30 4 S $20.52 $733,918 D/D (35,766) 214,749 6%     
   Item Second Irr. Trust Fbo Anne Marie Westphal U/a 13(D) GROUP MEMBER   –       –       •   2023-03-30 4 S $20.52 $733,918 D/D (35,766) 214,750 6%     
   Item Second Irr. Trust Fbo Jacob J. Westphal U/a O 13(D) GROUP MEMBER   –       –       •   2023-03-29 4 S $19.69 $861,297 D/D (43,754) 250,515 10%     
   Item Second Irr. Trust Fbo Anne Marie Westphal U/a 13(D) GROUP MEMBER   –       –       •   2023-03-29 4 S $19.69 $861,297 D/D (43,754) 250,516 10%     
   Item Second Irr. Trust Fbo Jacob J. Westphal U/a O 13(D) GROUP MEMBER   –       –       •   2023-03-28 4 S $19.18 $109,926 D/D (5,731) 294,269 2%     
   Item Second Irr. Trust Fbo Anne Marie Westphal U/a 13(D) GROUP MEMBER   –       –       •   2023-03-28 4 S $19.18 $109,907 D/D (5,730) 294,270 2%     
   Item Second Irr. Trust Fbo Anne Marie Westphal U/a 13(D) GROUP MEMBER   –       –       •   2023-03-22 4 S $18.24 $192,069 D/D (10,533) 300,000 -16%     
   Item Second Irr. Trust Fbo Jacob J. Westphal U/a O 13(D) GROUP MEMBER   –       –       •   2023-03-22 4 S $18.24 $192,087 D/D (10,534) 300,000 -16%     
   Item Second Irr. Trust Fbo Anne Marie Westphal U/a 13(D) GROUP MEMBER   –       –       •   2023-03-21 4 S $18.25 $207,621 D/D (11,379) 310,533 -14%     
  321 Records found
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  Page 7 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
 
 
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