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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: 12/13/24 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
$52.39 $57.74 $23.31 $8,171 66 805 0.0% 7.6% 107.69% 9.84%
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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
    
 
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
2
    
 
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
3
    
 
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
4
    
 
LEIB RYAN J
CAO
3
---
---
---
3/15/24
---
---
---
---
---
R
3/20/24 - 4:17:45 pm
5
    
 
BUTLER LISA
CAO
S
$245,616
8,290
---
3/14/24
---
$29.63
250
-97.1
D
---
3/18/24 - 4:27:39 pm
6
    
 
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
7
    
 
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
8
    
 
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
9
    
 
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
10
    
 
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
11
    
 
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
12
    
 
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
13
    
 
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
14
    
 
STAMM JOHN RICHARD
DIR
S
$191,620
6,500
---
3/5/24
---
$29.48
15,930
-29.0
D
---
3/7/24 - 4:05:49 pm
15
    
 
SCHWAB JOHN R
CFO
OS
$300,000
10,000
---
3/5/24
---
$30.00
53,104
-15.8
D
10b
3/7/24 - 4:05:07 pm
16
    
 
SCHWAB JOHN R
CFO
OE
$47,000
10,000
---
3/5/24
---
$4.70
63,104
18.8
D
10b
3/7/24 - 4:05:07 pm
17
    
 
ITEM SECOND IRR TRUST FBO ANNE MARIE WESTPHAL U A
BO
S
$6,358,541
206,749
3/1/24
3/5/24
---
$30.01
1,158,325
-15.1
D
---
3/5/24 - 6:41:26 pm
18
    
 
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A S
BO
S
$1,107,085
33,673
3/1/24
3/5/24
---
$30.01
247,779
-12.0
D
---
3/5/24 - 6:40:46 pm
19
    
 
ITEM SECOND IRR TRUST FBO JACOB J WESTPHAL U A OF
BO
S
$8,482,150
278,113
3/1/24
3/5/24
---
$30.00
1,319,593
-17.4
D
---
3/5/24 - 6:38:41 pm
20
    
 
WESTPHAL JEFFREY
BO
S
$76,508,232
2,416,307
3/1/24
3/4/24
---
$31.55
2,345,774
-50.7
I
---
3/5/24 - 5:37:57 pm
21
    
 
DESTEFANO DAVID
PR,CEO,DIR
JS
$490,266
14,613
---
3/1/24
---
$33.55
717,040
-2.0
D
R
3/5/24 - 4:41:17 pm
22
    
 
DESTEFANO DAVID
PR,CEO,DIR
JB
---
28,568
---
3/1/24
---
---
728,653
4.1
D
R
3/5/24 - 4:41:17 pm
23
    
 
SCHWAB JOHN R
CFO
JS
$31,269
932
---
3/1/24
---
$33.55
53,104
-1.7
D
R
3/5/24 - 4:39:58 pm
24
    
 
SCHWAB JOHN R
CFO
JB
---
1,721
---
3/1/24
---
---
54,036
3.3
D
R
3/5/24 - 4:39:58 pm
25
    
 
ROWLAND BRYAN T R
GC
JS
$8,018
239
---
3/1/24
---
$33.55
8,018
-2.9
D
R
3/5/24 - 4:38:39 pm
26
    
 
ROWLAND BRYAN T R
GC
JB
---
866
---
3/1/24
---
---
8,257
11.7
D
R
3/5/24 - 4:38:39 pm
27
    
 
BUTLER LISA
CAO
JS
$5,536
165
---
3/1/24
---
$33.55
8,540
-1.9
D
R
3/5/24 - 4:37:43 pm
28
    
 
BUTLER LISA
CAO
JB
---
576
---
3/1/24
---
---
8,705
7.1
D
R
3/5/24 - 4:37:43 pm
29
    
 
DESTEFANO DAVID
PR,CEO,DIR
OS
$7,684,993
247,903
---
2/29/24
---
$31.00
703,085
-26.1
D
---
3/4/24 - 4:35:41 pm
30
    
 
DESTEFANO DAVID
PR,CEO,DIR
OE
$1,125,000
450,000
---
2/29/24
---
$2.50
950,988
89.8
D
---
3/4/24 - 4:35:41 pm
31
    
 
DESTEFANO DAVID
PR,CEO,DIR
JS
$2,516,219
101,830
2/23/24
2/24/24
---
$24.71
447,628
-18.5
D
R
2/27/24 - 4:24:03 pm
32
    
 
DESTEFANO DAVID
PR,CEO,DIR
JB
---
210,628
2/23/24
2/24/24
---
---
556,861
60.8
D
R
2/27/24 - 4:24:03 pm
33
    
 
BUTLER LISA
CAO
JS
$48,012
1,943
---
2/23/24
---
$24.71
8,129
-19.3
D
R
2/27/24 - 4:27:12 pm
34
    
 
BUTLER LISA
CAO
JB
---
6,854
---
2/23/24
---
---
10,072
213.0
D
R
2/27/24 - 4:27:12 pm
35
    
 
ROWLAND BRYAN T R
GC
JS
$44,083
1,784
---
2/23/24
---
$24.71
7,391
-19.4
D
R
2/27/24 - 4:25:55 pm
36
    
 
ROWLAND BRYAN T R
GC
JB
---
6,428
---
2/23/24
---
---
9,175
234.0
D
R
2/27/24 - 4:25:55 pm
37
    
 
SCHWAB JOHN R
CFO
JS
$405,516
16,411
---
2/23/24
---
$24.71
52,315
-23.9
D
R
2/27/24 - 4:25:02 pm
38
    
 
SCHWAB JOHN R
CFO
JB
---
30,305
---
2/23/24
---
---
68,726
78.9
D
R
2/27/24 - 4:25:02 pm
39
1y
3
33%
44%
2
ANDERSEN ERIC C
DIR
S
$258,823
10,000
---
2/15/24
---
$25.88
77,309
-11.5
D
---
2/16/24 - 4:05:41 pm
40
    
 
ROWLAND BRYAN T R
GC
JS
$35,644
1,341
---
2/13/24
---
$26.58
2,747
-32.8
D
R
2/15/24 - 4:07:58 pm
41
    
 
ROWLAND BRYAN T R
GC
JB
---
4,088
---
2/13/24
---
---
4,088
New
D
R
2/15/24 - 4:07:58 pm
42
    
 
BUTLER LISA
CAO
JS
$40,295
1,516
---
2/13/24
---
$26.58
3,218
-32.0
D
R
2/15/24 - 4:07:00 pm
43
    
 
BUTLER LISA
CAO
JB
---
4,484
---
2/13/24
---
---
4,734
1,793.6
D
R
2/15/24 - 4:07:00 pm
44
    
 
SCHWAB JOHN R
CFO
JS
$236,668
8,904
---
2/13/24
---
$26.58
38,421
-18.8
D
R
2/15/24 - 4:06:16 pm
45
    
 
SCHWAB JOHN R
CFO
JB
---
24,009
---
2/13/24
---
---
47,325
103.0
D
R
2/15/24 - 4:06:16 pm
46
    
 
DESTEFANO DAVID
PR,CEO,DIR
JS
---
37,455
---
12/27/23
---
---
392,190
-8.7
D
---
12/29/23 - 7:33:01 am
47
    
 
SCHWAB JOHN R
CFO
OS
$663,863
25,000
---
12/18/23
---
$26.55
23,316
-51.7
D
10b
12/20/23 - 4:16:24 pm
48
    
 
SCHWAB JOHN R
CFO
OE
$117,500
25,000
---
12/18/23
---
$4.70
48,316
107.2
D
10b
12/20/23 - 4:16:24 pm
49
    
 
ROWLAND BRYAN T R
GC
OS
$1,800,632
66,802
---
12/15/23
---
$26.86
---
All
D
---
12/19/23 - 4:19:44 pm
50
    
 
ROWLAND BRYAN T R
GC
OE
$197,725
62,433
---
12/15/23
---
$3.17
66,802
1,429.0
D
---
12/19/23 - 4:19:44 pm
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