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Vertex, Inc.
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Create: Alert |
All | News | Filings
| Date Filed | Type | Description |
| 10/10/2023 |
4
| Form 4 - Statement of changes in beneficial ownership of securities: |
| 10/04/2023 |
4
| Westphal Jeffery (10% Owner) has filed a Form 4 on Vertex, Inc.|
Txns:
| Sold 1,103,475 shares
@ $22.32, valued at
$24.6M
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| 10/03/2023 |
4
| Tensile Capital Management LP (10% Owner) has filed a Form 4 on Vertex, Inc.|
Txns:
| Sold 60,000 shares
@ $23.36, valued at
$1.4M
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| 08/16/2023 |
4
| ANDERSEN ERIC C. (Director) has filed a Form 4 on Vertex, Inc.|
Txns:
| Sold 15,121 shares
@ $19.5032, valued at
$294.9k
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| 08/03/2023 |
4
| Westphal Jeffery (10% Owner) has filed a Form 4 on Vertex, Inc.|
Txns:
| Converted 879,000 shares
@ $0
Converted 879,000 options to buy
@ $0 |
|
| 07/18/2023 |
4
| Form 4 - Statement of changes in beneficial ownership of securities: |
| 07/14/2023 |
4
| Form 4 - Statement of changes in beneficial ownership of securities: |
| 07/05/2023 |
4
| Westphal Jeffery (10% Owner) has filed a Form 4 on Vertex, Inc.|
Txns:
| Sold 600,000 shares
@ $19.07, valued at
$11.4M
Sold 8,798 shares
@ $19.917, valued at
$175.2k
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| 06/30/2023 |
4
| Westphal Jeffery (10% Owner) has filed a Form 4 on Vertex, Inc.|
Txns:
| Sold 800,000 shares
@ $18.26, valued at
$14.6M
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| 05/17/2023 |
4
| Butler Lisa (CHIEF ACCOUNTING OFFICER) has filed a Form 4 on Vertex, Inc.|
Txns:
| Sold 10,000 shares
@ $19.5648, valued at
$195.6k
Exercised 10,000 options
@ $2.5, valued at
$25k
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| 05/17/2023 |
4
| SCHWAB JOHN R (CFO) has filed a Form 4 on Vertex, Inc.|
Txns:
| Sold 30,000 shares
@ $19.6127, valued at
$588.4k
Exercised 30,000 options
@ $4.7, valued at
$141k
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|
| 04/21/2023 |
4
| Form 4 - Statement of changes in beneficial ownership of securities: |
| 04/19/2023 |
4
| Form 4 - Statement of changes in beneficial ownership of securities: |
| 04/04/2023 |
4
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 (10% Owner) has filed a Form 4 on Vertex, Inc.|
Txns:
| Sold 32,367 shares
@ $20.775, valued at
$672.4k
Sold 27,123 shares
@ $21.047, valued at
$570.9k
Sold 36,480 shares
@ $21.414, valued at
$781.2k
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| 04/04/2023 |
4
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 (10% Owner) has filed a Form 4 on Vertex, Inc.|
Txns:
| Sold 32,367 shares
@ $20.775, valued at
$672.4k
Sold 27,123 shares
@ $21.047, valued at
$570.9k
Sold 36,479 shares
@ $21.414, valued at
$781.2k
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| 04/04/2023 |
4
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 (10% Owner) has filed a Form 4 on Vertex, Inc.|
Txns:
| Converted 2,589,000 shares
@ $0
Converted 2,589,000 options to buy
@ $0 |
|
| 03/22/2023 |
4
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 (10% Owner) has filed a Form 4 on Vertex, Inc.|
Txns:
| Sold 2,354 shares
@ $18.255, valued at
$43k
Sold 11,379 shares
@ $18.246, valued at
$207.6k
Sold 10,533 shares
@ $18.235, valued at
$192.1k
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| 03/22/2023 |
4
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 (10% Owner) has filed a Form 4 on Vertex, Inc.|
Txns:
| Sold 2,355 shares
@ $18.255, valued at
$43k
Sold 11,378 shares
@ $18.246, valued at
$207.6k
Sold 10,534 shares
@ $18.235, valued at
$192.1k
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|
| 03/17/2023 |
4
| Form 4 - Statement of changes in beneficial ownership of securities: |
| 03/17/2023 |
4
| Form 4 - Statement of changes in beneficial ownership of securities: |
| 03/17/2023 |
4
| Butler Lisa (CHIEF ACCOUNTING OFFICER) has filed a Form 4 on Vertex, Inc.|
Txns:
| Sold 10,000 shares
@ $18.091, valued at
$180.9k
Exercised 10,000 options
@ $2.5, valued at
$25k
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|
| 03/16/2023 |
4
| Westphal Jeffery (10% Owner) has filed a Form 4 on Vertex, Inc.|
Txns:
| Sold 23,884 shares
@ $18.668, valued at
$445.9k
Sold 110,325 shares
@ $18.506, valued at
$2M
Sold 160,000 shares
@ $18.735, valued at
$3M
Sold 1,215,164 shares
@ $17.62, valued at
$21.4M
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|
| 03/15/2023 |
4
| Stamm John Richard (Director) has filed a Form 4 on Vertex, Inc.|
Txns:
| Sold 11,843 shares
@ $18.373, valued at
$217.6k
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|
| 03/14/2023 |
4
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 (10% Owner) has filed a Form 4 on Vertex, Inc.|
Txns:
| Sold 2,938 shares
@ $18.074, valued at
$53.1k
Sold 17,376 shares
@ $18.208, valued at
$316.4k
Sold 24,588 shares
@ $18.586, valued at
$457k
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|
| 03/14/2023 |
4
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 (10% Owner) has filed a Form 4 on Vertex, Inc.|
Txns:
| Sold 2,937 shares
@ $18.074, valued at
$53.1k
Sold 17,376 shares
@ $18.208, valued at
$316.4k
Sold 24,588 shares
@ $18.586, valued at
$457k
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| 03/10/2023 |
4
| Westphal Jeffery (10% Owner) has filed a Form 4 on Vertex, Inc.|
Txns:
| Sold 62,857 shares
@ $18.6335, valued at
$1.2M
Sold 35,084 shares
@ $18.8491, valued at
$661.3k
|
|
| 03/10/2023 |
4
| Rowland Bryan T.R. (GENERAL COUNSEL) has filed a Form 4 on Vertex, Inc.|
Txns:
| Sold 31,098 shares
@ $16.5065, valued at
$513.3k
Sold 50,631 shares
@ $16.5162, valued at
$836.2k
Exercised 31,098 options
@ $3.734, valued at
$116.1k
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| 03/10/2023 |
4
| Butler Lisa (CHIEF ACCOUNTING OFFICER) has filed a Form 4 on Vertex, Inc.|
Txns:
| Sold 20,000 shares
@ $16.4085, valued at
$328.2k
Sold 2,894 shares
@ $16.5, valued at
$47.8k
Exercised 20,000 options
@ $2.5, valued at
$50k
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| 03/08/2023 |
4
| Butler Lisa (CHIEF ACCOUNTING OFFICER) has filed a Form 4 on Vertex, Inc.|
Txns:
| Sold 763 shares
@ $15.29, valued at
$11.7k
|
|
| 03/02/2023 |
4
| Westphal Jeffery (10% Owner) has filed a Form 4 on Vertex, Inc.|
Txns:
| Sold 44,391 shares
@ $15.8165, valued at
$702.1k
Sold 38,916 shares
@ $15.7258, valued at
$612k
Sold 50,000 shares
@ $15.6641, valued at
$783.2k
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| 02/27/2023 |
4
| Rowland Bryan T.R. (GENERAL COUNSEL) has filed a Form 4 on Vertex, Inc.|
Txns:
| Granted 25,714 restricted stock units
@ $0 |
|
| 02/27/2023 |
4
| Butler Lisa (CHIEF ACCOUNTING OFFICER) has filed a Form 4 on Vertex, Inc.|
Txns:
| Granted 27,418 restricted stock units
@ $0 |
|
| 02/27/2023 |
4
| SCHWAB JOHN R (CFO) has filed a Form 4 on Vertex, Inc.|
Txns:
| Granted 121,220 restricted stock units
@ $0 |
|
| 02/27/2023 |
4
| DeStefano David (PRESIDENT & CEO) has filed a Form 4 on Vertex, Inc.|
Txns:
| Paid exercise price by delivering 45,871 shares
@ $15.44, valued at
$708.2k
Exercised 109,232 restricted stock units
@ $0
Granted 405,581 restricted stock units
@ $0 |
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