| |
| |
|
| Insider
Information: |
Destefano David |
| Relationship: |
|
| City: |
King Of Prussia |
| State: |
PA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
701,363 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$23,264,211 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
701,363 |
|
|
| Total
Value |
$23,264,211 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
|
|
| Stock
price went down : |
|
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Vertex, Inc. |
VERX |
|
2024-03-12 |
701,363 |
|
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
37 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 2
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| VERX |
Vertex, Inc. |
President & CEOOfficer |
• • – |
2020-07-29 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
210,527 |
|
- |
|
| VERX |
Vertex, Inc. |
President & CEO |
• • – |
2020-07-28 |
4 |
A |
$0.00 |
$0 |
D/D |
210,527 |
210,527 |
0 |
- |
|
| VERX |
Vertex, Inc. |
President & CEO |
• • – |
2020-07-29 |
4 |
OE |
$0.15 |
$59,686 |
D/D |
390,107 |
600,634 |
0 |
- |
|
| VERX |
Vertex, Inc. |
President & CEO |
• • – |
2020-07-29 |
4 |
D |
$19.00 |
$3,119,515 |
D/D |
(164,185) |
436,449 |
0 |
- |
|
| VERX |
Vertex, Inc. |
President & CEO |
• • – |
2020-07-31 |
4 |
S |
$17.77 |
$2,858,779 |
D/D |
(160,922) |
275,527 |
0 |
% |
|
| VERX |
Vertex, Inc. |
President & CEO |
• • – |
2020-08-12 |
4 |
OE |
$0.15 |
$30,600 |
D/D |
200,000 |
475,527 |
0 |
- |
|
| VERX |
Vertex, Inc. |
PRESIDENT & CEO |
• • – |
2021-03-10 |
4 |
OE |
$0.15 |
$8,415 |
D/D |
55,000 |
560,580 |
0 |
- |
|
| VERX |
Vertex, Inc. |
President & CEO |
• • – |
2021-05-12 |
4 |
OE |
$0.15 |
$4,590 |
D/D |
30,000 |
505,527 |
0 |
- |
|
| VERX |
Vertex, Inc. |
PRESIDENT & CEO |
• • – |
2022-01-28 |
4 |
OE |
$0.15 |
$1,071 |
D/D |
7,000 |
567,580 |
0 |
- |
|
| VERX |
Vertex, Inc. |
PRESIDENT & CEO |
• • – |
2022-09-15 |
4 |
AS |
$14.51 |
$686,008 |
D/D |
(47,275) |
520,305 |
0 |
% |
|
| VERX |
Vertex, Inc. |
PRESIDENT & CEO |
• • – |
2022-09-16 |
4 |
AS |
$13.94 |
$849,619 |
D/D |
(60,943) |
459,362 |
0 |
% |
|
| VERX |
Vertex, Inc. |
PRESIDENT & CEO |
• • – |
2022-09-19 |
4 |
AS |
$13.73 |
$361,617 |
D/D |
(26,340) |
433,022 |
0 |
% |
|
| VERX |
Vertex, Inc. |
President & CEO |
• • – |
2022-09-28 |
4 |
AS |
$13.59 |
$494,920 |
D/D |
(36,419) |
396,603 |
0 |
% |
|
| VERX |
Vertex, Inc. |
President & CEO |
• • – |
2022-09-29 |
4 |
AS |
$13.50 |
$458,021 |
D/D |
(33,930) |
362,673 |
0 |
% |
|
| VERX |
Vertex, Inc. |
President & CEO |
• • – |
2022-09-30 |
4 |
AS |
$13.94 |
$402,762 |
D/D |
(28,900) |
333,773 |
0 |
% |
|
| VERX |
Vertex, Inc. |
PRESIDENT & CEO |
• • – |
2022-10-10 |
4 |
AS |
$14.56 |
$257,323 |
D/D |
(17,671) |
316,102 |
0 |
% |
|
| VERX |
Vertex, Inc. |
PRESIDENT & CEO |
• • – |
2022-12-12 |
4 |
S |
$16.05 |
$154,549 |
D/D |
(9,631) |
306,749 |
0 |
% |
|
| VERX |
Vertex, Inc. |
PRESIDENT & CEO |
• • – |
2022-12-13 |
4 |
S |
$16.39 |
$491,805 |
D/D |
(30,000) |
276,749 |
0 |
% |
|
| VERX |
Vertex, Inc. |
PRESIDENT & CEO |
• • – |
2022-12-14 |
4 |
S |
$16.14 |
$146,678 |
D/D |
(9,089) |
267,660 |
0 |
% |
|
| VERX |
Vertex, Inc. |
PRESIDENT & CEO |
• • – |
2023-02-24 |
4 |
OE |
$0.00 |
$0 |
D/D |
109,232 |
376,892 |
0 |
- |
|
| VERX |
Vertex, Inc. |
PRESIDENT & CEO |
• • – |
2023-02-24 |
4 |
D |
$15.44 |
$708,248 |
D/D |
(45,871) |
331,021 |
0 |
- |
|
| VERX |
Vertex, Inc. |
PRESIDENT & CEO |
• • – |
2023-03-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
57,136 |
388,157 |
0 |
- |
|
| VERX |
Vertex, Inc. |
PRESIDENT & CEO |
• • – |
2023-03-01 |
4 |
D |
$15.60 |
$456,550 |
D/D |
(29,266) |
358,891 |
0 |
- |
|
| VERX |
Vertex, Inc. |
PRESIDENT & CEO |
• • – |
2023-09-14 |
4 |
OE |
$2.50 |
$1,483,882 |
D/D |
501,453 |
580,748 |
0 |
- |
|
| VERX |
Vertex, Inc. |
PRESIDENT & CEO |
• • – |
2023-09-14 |
4 |
D |
$20.75 |
$6,053,377 |
D/D |
(291,729) |
468,798 |
0 |
- |
|
37 Records found
|
|
Page 1 of 2 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
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 |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
|
|
|
|
