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 B  AB  JB*  OB  OE*  OE
 S  AS  JS*  OS  OS*  3
 JB
 JS
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Detailed Insider History for:
VERTEX INC: VERX
Price: 11/8/24 52-Wk
High		 52-Wk
Low		 Mkt Cap (mm) Shrs Out (mm) 3-Mth Ave
Vol (m)		 Ind. Yield Short Int
% Float		 Inst. Owned Insider Owned
$51.99 $52.93 $23.31 $8,108 66 707 0.0% 9.5% 104.38% 20.51%
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#
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Insider Statistics
T N H M S
Filer Name
Insider Title
Trans Type
Dollar Value
Shares Traded
Trans Date From
Trans Date To
Trans Price From
Trans Price To
Total Holdings
Delta % Owned
Owned
Other Info
Input Date
1
    
 
WESTPHAL JEFFREY
BO
JS*
$121,516,496
2,485,000
---
11/11/24
---
$48.90
---
All
I
---
11/13/24 - 9:43:26 pm
2
    
 
WESTPHAL JEFFREY
BO
JB
---
2,485,000
---
11/11/24
---
---
2,485,000
New
I
---
11/13/24 - 9:43:26 pm
3
    
 
ITEM SECOND IRR TRUST FBO JACOB J WESTPHAL U A OF
BO
S
$7,799,980
150,000
11/7/24
11/11/24
---
$49.50
782,706
-16.1
D
---
11/12/24 - 6:00:43 pm
4
    
 
ITEM SECOND IRR TRUST FBO ANNE MARIE WESTPHAL U A
BO
S
$7,764,425
150,000
11/7/24
11/8/24
$51.44
$52.26
615,074
-19.6
D
---
11/12/24 - 6:00:10 pm
5
    
 
DESTEFANO DAVID
PR,CEO,DIR
JS
---
210,084
---
10/30/24
---
---
491,397
-29.9
D
---
11/1/24 - 4:41:36 pm
6
    
 
ITEM SECOND IRR TRUST FBO JACOB J WESTPHAL U A OF
BO
S
$5,462,274
135,146
10/10/24
10/14/24
$39.73
$40.77
932,706
-12.7
D
---
10/15/24 - 6:00:39 pm
7
    
 
ITEM SECOND IRR TRUST FBO ANNE MARIE WESTPHAL U A
BO
S
$3,018,886
75,175
10/10/24
10/11/24
$39.73
$40.48
765,074
-8.9
D
---
10/15/24 - 6:00:17 pm
8
    
 
ITEM SECOND IRR TRUST FBO JACOB J WESTPHAL U A OF
BO
S
$5,349,349
129,854
10/7/24
10/9/24
$41.02
$41.31
1,067,852
-10.8
D
---
10/9/24 - 7:44:24 pm
9
    
 
ITEM SECOND IRR TRUST FBO ANNE MARIE WESTPHAL U A
BO
S
$5,142,877
124,825
10/7/24
10/9/24
$41.02
$41.31
840,249
-12.9
D
---
10/9/24 - 7:42:25 pm
10
    
 
WESTPHAL JEFFREY
BO
JS*
$48,289,500
1,225,000
---
10/3/24
---
$39.42
---
All
I
---
10/7/24 - 6:33:34 pm
11
    
 
WESTPHAL JEFFREY
BO
JB
---
170,359
---
10/3/24
---
---
1,225,000
16.2
I
---
10/7/24 - 6:33:34 pm
12
    
 
STAMM JOHN RICHARD
DIR
OS
$354,277
10,000
---
9/12/24
$35.41
$35.44
16,635
-37.5
D
---
9/16/24 - 4:22:44 pm
13
    
 
STAMM JOHN RICHARD
DIR
OE
$18,670
5,000
---
9/12/24
---
$3.73
21,635
30.1
D
---
9/16/24 - 4:22:44 pm
14
    
 
ITEM SECOND IRR TRUST FBO KYLE R WESTPHAL U A OF J
BO
S
$5,922,521
158,900
---
8/26/24
---
$37.27
1,430,100
-10.0
D
---
8/27/24 - 7:00:12 pm
15
    
 
SCHWAB JOHN R
CFO
OS
$895,150
25,000
---
8/22/24
---
$35.81
53,104
-32.0
D
---
8/26/24 - 5:00:56 pm
16
    
 
SCHWAB JOHN R
CFO
OE
$117,500
25,000
---
8/22/24
---
$4.70
78,104
47.1
D
---
8/26/24 - 5:00:56 pm
17
    
 
STAMM JOHN RICHARD
DIR
OS
$575,179
16,000
---
8/22/24
---
$35.95
21,635
-42.5
D
---
8/26/24 - 5:00:12 pm
18
    
 
STAMM JOHN RICHARD
DIR
OE
$59,744
16,000
---
8/22/24
---
$3.73
37,635
74.0
D
---
8/26/24 - 5:00:12 pm
19
    
 
ROWLAND BRYAN T R
GC
OS
$1,363,229
38,176
---
8/20/24
$35.71
$35.72
---
All
D
---
8/22/24 - 4:27:23 pm
20
    
 
ROWLAND BRYAN T R
GC
OE
$112,020
30,000
---
8/20/24
---
$3.73
38,176
366.9
D
---
8/22/24 - 4:27:23 pm
21
1y
1
100%
-42%
2
ANDERSEN ERIC C
DIR
OS
$5,070,536
140,000
---
8/13/24
$35.80
$36.52
83,014
-62.8
D
---
8/15/24 - 4:40:37 pm
22
    
 
ANDERSEN ERIC C
DIR
OE
$350,000
140,000
---
8/13/24
---
$2.50
223,014
168.6
D
---
8/15/24 - 4:40:37 pm
23
    
 
WESTPHAL JEFFREY
BO
JS*
$56,715,000
1,500,000
---
7/23/24
---
$37.81
1,054,641
-58.7
I
---
7/24/24 - 6:24:49 pm
24
    
 
SAUNDERS PHILIP SETH
DIR
JB
---
5,705
---
6/12/24
---
---
29,641
23.8
D
R
6/14/24 - 4:18:21 pm
25
    
 
THOMPSON STEFANIE WESTPHAL
DIR,BO
JB
---
5,705
---
6/12/24
---
---
46,030
14.1
D
R
6/14/24 - 4:17:51 pm
26
    
 
RADCLIFFE AMANDA WESTPHAL
DIR,BO
JB
---
5,705
---
6/12/24
---
---
138,065
4.3
D
R
6/14/24 - 4:17:18 pm
27
    
 
GAYTON BRADLEY M
DIR
JB
---
5,705
---
6/12/24
---
---
38,135
17.6
D
R
6/14/24 - 4:16:50 pm
28
    
 
STAMM JOHN RICHARD
DIR
JB
---
5,705
---
6/12/24
---
---
21,635
35.8
D
R
6/14/24 - 4:16:17 pm
29
    
 
ANDERSEN ERIC C
DIR
JB
---
5,705
---
6/12/24
---
---
83,014
7.4
D
R
6/14/24 - 4:15:44 pm
30
    
 
WESTPHAL JEFFREY
BO
JS*
$49,395,000
1,500,000
---
6/5/24
---
$32.93
2,554,641
-37.0
I
---
6/7/24 - 6:30:17 pm
31
    
 
WESTPHAL JEFFREY
BO
JB
---
2,500,000
---
4/30/24
---
---
4,054,641
160.8
I
---
5/2/24 - 6:00:14 pm
32
    
 
WESTPHAL JEFFREY
BO
JS*
$23,773,546
791,133
---
4/5/24
---
$30.05
1,554,641
-33.7
I
---
4/9/24 - 7:33:52 pm
33
    
 
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A S
BO
S
$2,459,470
81,361
3/26/24
3/27/24
---
$30.22
---
-100.0
D
---
3/28/24 - 6:01:27 pm
34
    
 
ITEM SECOND IRR TRUST FBO ANNE MARIE WESTPHAL U A
BO
S
$821,192
27,128
---
3/26/24
---
$30.27
965,074
-2.7
D
---
3/28/24 - 6:00:40 pm
35
    
 
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A S
BO
S
$1,433,032
47,622
3/21/24
3/25/24
$30.00
$30.09
81,361
-36.9
D
---
3/25/24 - 6:55:29 pm
36
    
 
ITEM SECOND IRR TRUST FBO JACOB J WESTPHAL U A OF
BO
S
$88,847
2,959
3/21/24
3/25/24
$30.00
$30.03
1,197,706
-0.2
D
---
3/25/24 - 6:54:10 pm
37
    
 
ITEM SECOND IRR TRUST FBO ANNE MARIE WESTPHAL U A
BO
S
$1,434,554
47,671
3/21/24
3/25/24
$30.00
$30.09
992,202
-4.6
D
---
3/25/24 - 6:52:18 pm
38
    
 
ITEM SECOND IRR TRUST FBO JACOB J WESTPHAL U A OF
BO
S
$1,475,294
49,095
3/18/24
3/20/24
---
$30.04
1,200,665
-3.9
D
---
3/20/24 - 9:02:12 pm
39
    
 
ITEM SECOND IRR TRUST FBO ANNE MARIE WESTPHAL U A
BO
S
$1,465,491
48,768
3/18/24
3/20/24
---
$30.04
1,039,873
-4.5
D
---
3/20/24 - 9:01:22 pm
40
    
 
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A S
BO
S
$1,467,506
48,834
3/18/24
3/20/24
---
$30.04
128,983
-27.5
D
---
3/20/24 - 9:00:45 pm
41
    
 
LEIB RYAN J
CAO
3
---
---
---
3/15/24
---
---
---
---
---
R
3/20/24 - 4:17:45 pm
42
    
 
BUTLER LISA
CAO
S
$245,616
8,290
---
3/14/24
---
$29.63
250
-97.1
D
---
3/18/24 - 4:27:39 pm
43
    
 
ITEM SECOND IRR TRUST FBO JACOB J WESTPHAL U A OF
BO
S
$587,774
19,587
3/12/24
3/14/24
$30.00
$30.01
1,249,760
-1.5
D
---
3/14/24 - 8:07:15 pm
44
    
 
ITEM SECOND IRR TRUST FBO ANNE MARIE WESTPHAL U A
BO
S
$573,713
19,118
3/12/24
3/14/24
$30.00
$30.01
1,088,641
-1.7
D
---
3/14/24 - 8:06:09 pm
45
    
 
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A S
BO
S
$595,025
19,829
3/12/24
3/14/24
$30.00
$30.01
177,817
-10.0
D
---
3/14/24 - 8:05:03 pm
46
    
 
ROWLAND BRYAN T R
GC
OS
$954,541
32,196
---
3/8/24
---
$29.65
8,018
-80.1
D
---
3/12/24 - 4:17:58 pm
47
    
 
ROWLAND BRYAN T R
GC
OE
$120,220
32,196
---
3/8/24
---
$3.73
40,214
401.5
D
---
3/12/24 - 4:17:58 pm
48
    
 
ITEM SECOND IRR TRUST FBO ANNE MARIE WESTPHAL U A
BO
S
$1,521,035
50,566
3/6/24
3/8/24
$30.01
$30.14
1,107,759
-4.4
D
---
3/8/24 - 6:30:09 pm
49
    
 
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A S
BO
S
$1,508,059
50,133
3/6/24
3/8/24
$30.01
$30.14
197,646
-20.2
D
---
3/8/24 - 6:28:47 pm
50
    
 
ITEM SECOND IRR TRUST FBO JACOB J WESTPHAL U A OF
BO
S
$1,511,508
50,246
3/6/24
3/8/24
$30.01
$30.14
1,269,347
-3.8
D
---
3/8/24 - 6:27:41 pm
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