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VERX Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 46.12%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $97,690,741.93

Vertex Insider Trading History Chart

Vertex Share Price & Price History

^$20.60

▼ -0.33 (-1.58%)

As of 03/31/2023 01:34 PM ET

Days: 30 | 90 | 365

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Vertex Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/30/2023	Item Second Irr. Trust Fbo Ann	Insider	Sell	35,766	$20.52	$733,918.32	214,750
3/28/2023	Item Second Irr. Trust Fbo Ann	Insider	Sell	5,730	$19.18	$109,901.40	294,270
3/22/2023	Item Second Irr. Trust Fbo Ann	Insider	Sell	10,533	$18.23	$192,016.59	300,000
3/20/2023	Item Second Irr. Trust Fbo Ann	Insider	Sell	2,354	$18.25	$42,960.50	321,912
3/17/2023	Item Second Irr. Trust Fbo Ann	Insider	Sell	30,153	$18.29	$551,498.37	324,266
3/16/2023	Jeffery Westphal	Major Shareholder	Sell	1,375,164	$17.75	$24,409,161.00	7,309,379
3/15/2023	Item Second Irr. Trust Fbo Ann	Insider	Sell	27,417	$18.42	$505,021.14	427,681
3/15/2023	Lisa Butler	CAO	Sell	10,000	$18.09	$180,900.00	250
3/14/2023	Jeffery Westphal	Major Shareholder	Sell	23,884	$18.67	$445,914.28	8,794,868
3/13/2023	Item Second Irr. Trust Fbo Ann	Insider	Sell	17,376	$18.21	$316,416.96	479,686
3/10/2023	Item Second Irr. Trust Fbo Ann	Insider	Sell	2,938	$18.07	$53,089.66	497,062
3/8/2023	Bryan T.R. Rowland	General Counsel	Sell	81,729	$16.51	$1,349,345.79	3,911
3/8/2023	Jeffery Westphal	Major Shareholder	Sell	62,857	$18.63	$1,171,025.91	8,853,836
3/8/2023	Lisa Butler	CAO	Sell	22,894	$16.42	$375,919.48	250
3/2/2023	Jeffery Westphal	Major Shareholder	Sell	50,000	$15.66	$783,000.00	8,916,693
2/28/2023	Jeffery Westphal	Major Shareholder	Sell	44,391	$15.82	$702,265.62	9,005,609
12/14/2022	David Destefano	CEO	Sell	9,089	$16.14	$146,696.46	267,660
12/12/2022	David Destefano	CEO	Sell	9,631	$16.05	$154,577.55	306,749
11/23/2022	Kevin L Robert	Director	Sell	11,843	$15.50	$183,566.50	31,510
11/17/2022	Jeffery Westphal	Major Shareholder	Sell	1,500,000	$15.15	$22,725,000.00	9,050,000
10/10/2022	David Destefano	CEO	Sell	17,671	$14.56	$257,289.76	316,102
9/30/2022	David Destefano	CEO	Sell	28,900	$13.94	$402,866.00	333,773
9/28/2022	David Destefano	CEO	Sell	36,419	$13.59	$494,934.21	396,603
9/19/2022	David Destefano	CEO	Sell	26,340	$13.73	$361,648.20	433,022
9/15/2022	David Destefano	CEO	Sell	47,275	$14.51	$685,960.25	520,305
9/13/2022	Lisa Butler	CAO	Sell	47,793	$14.61	$698,255.73	3,144
7/29/2022	Jeffery Westphal	Major Shareholder	Sell	5,000,000	$7.35	$36,750,000.00	11,300,000
7/11/2022	Jeffery Westphal	Major Shareholder	Sell	69,562	$11.36	$790,224.32	1,347,937
7/7/2022	Jeffery Westphal	Major Shareholder	Sell	6,723	$12.03	$80,877.69	1,442,842
6/30/2022	Jeffery Westphal	Major Shareholder	Sell	150,000	$11.32	$1,698,000.00	1,511,420
6/13/2022	Lisa Butler	CAO	Sell	34,968	$9.68	$338,490.24	41,314
1/11/2022	Jeffery Westphal	Major Shareholder	Sell	800,000	$14.60	$11,680,000.00
12/3/2021	John Richard Stamm	Director	Sell	12,000	$16.88	$202,560.00
11/18/2021	Bryan T.R. Rowland	General Counsel	Sell	20,602	$20.47	$421,722.94
8/19/2021	John Richard Stamm	Director	Sell	8,678	$19.17	$166,357.26	43,028
6/9/2021	Lisa Butler	CAO	Sell	84,000	$18.82	$1,580,880.00	13,249
6/7/2021	Eric C. Andersen	Director	Sell	21,317	$18.35	$391,166.95	88,494
7/31/2020	David Destefano	CEO	Sell	160,922	$17.77	$2,859,583.94
7/31/2020	Terrence Kyle	Director	Sell	56,108	$17.77	$997,039.16

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SEC Filings (Institutional Ownership Changes) for Vertex (NASDAQ:VERX)

21.53% of Vertex stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Vertex Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/17/2023	Truist Financial Corp	89,024	$1.29M	0.0%	-2.0%	0.059%
2/16/2023	State of Wyoming	3,395	$49K	0.0%	N/A	0.002%
2/15/2023	Lazard Asset Management LLC	3,173	$46K	0.0%	N/A	0.002%
2/15/2023	Laurion Capital Management LP	75,000	$1.09M	0.0%	N/A	0.050%
2/15/2023	Legal & General Group Plc	12,633	$0.18M	0.0%	+14.3%	0.008%
2/15/2023	Morgan Stanley	150,371	$2.18M	0.0%	-31.1%	0.100%
2/15/2023	Norges Bank	40,665	$0.59M	0.0%	N/A	0.027%
2/15/2023	Fred Alger Management LLC	3,750,112	$54.41M	0.3%	-2.4%	2.499%
2/15/2023	ArrowMark Colorado Holdings LLC	178,156	$2.59M	0.0%	-79.4%	0.119%
2/15/2023	Atom Investors LP	88,927	$1.29M	0.6%	-7.5%	0.059%
2/14/2023	Price T Rowe Associates Inc. MD	16,530	$0.24M	0.0%	N/A	0.011%
2/14/2023	Putnam Investments LLC	310,310	$4.50M	0.0%	+926.6%	0.207%
2/14/2023	Marshall Wace LLP	110,900	$1.61M	0.0%	N/A	0.074%
2/14/2023	Palisade Capital Management LP	1,055,819	$15.32M	0.4%	+6.1%	0.699%
2/13/2023	First Republic Investment Management Inc.	14,420	$0.21M	0.0%	-5.5%	0.010%
2/13/2023	Deutsche Bank AG	2,846	$41K	0.0%	N/A	0.002%
2/13/2023	Renaissance Technologies LLC	115,800	$1.68M	0.0%	+7.2%	0.077%
2/13/2023	Credit Suisse AG	43,708	$0.63M	0.0%	+32.5%	0.029%
2/13/2023	Neuberger Berman Group LLC	3,914,467	$56.80M	0.1%	+7.8%	2.609%
2/13/2023	Geode Capital Management LLC	362,393	$5.26M	0.0%	+8.0%	0.242%
2/13/2023	CIBC Private Wealth Group LLC	14,240	$2.55M	0.0%	N/A	0.009%
2/13/2023	JPMorgan Chase & Co.	2,569,098	$37.28M	0.0%	+1.0%	1.712%
2/13/2023	M&T Bank Corp	21,719	$0.30M	0.0%	-61.6%	0.014%
2/13/2023	Teacher Retirement System of Texas	17,332	$0.25M	0.0%	-12.6%	0.012%
2/10/2023	Bank of America Corp DE	350,088	$5.08M	0.0%	+1.6%	0.233%
2/10/2023	Sei Investments Co.	14,524	$0.21M	0.0%	+5.7%	0.010%
2/10/2023	TimesSquare Capital Management LLC	1,740,955	$25.26M	0.4%	+6.7%	1.160%
2/9/2023	William Blair Investment Management LLC	1,328,521	$19.28M	0.1%	+0.9%	0.885%
2/9/2023	Mirae Asset Global Investments Co. Ltd.	133,250	$1.93M	0.0%	-13.8%	0.089%
2/9/2023	First Trust Advisors LP	38,603	$0.56M	0.0%	N/A	0.026%
2/9/2023	Dimensional Fund Advisors LP	195,439	$2.84M	0.0%	+5.2%	0.130%
2/8/2023	Nordea Investment Management AB	301,177	$4.39M	0.0%	-4.3%	0.201%
2/8/2023	Swiss National Bank	116,900	$1.70M	0.0%	+15.7%	0.078%
2/8/2023	Arizona State Retirement System	13,666	$0.20M	0.0%	+18.1%	0.009%
2/7/2023	Envestnet Asset Management Inc.	150,087	$2.18M	0.0%	-1.8%	0.100%
2/2/2023	Monarch Partners Asset Management LLC	95,252	$1.38M	0.4%	N/A	0.063%
2/1/2023	Legacy Advisors LLC	56,204	$0.82M	0.1%	-6.9%	0.037%
2/1/2023	Conestoga Capital Advisors LLC	2,882,789	$41.83M	0.8%	-0.9%	1.921%
1/30/2023	New York State Common Retirement Fund	267,265	$3.88M	0.0%	+5.7%	0.178%
1/27/2023	Natixis Advisors L.P.	23,967	$0.35M	0.0%	+7.8%	0.016%
12/8/2022	Bank of New York Mellon Corp	48,673	$0.67M	0.0%	+12.6%	0.032%
11/21/2022	California State Teachers Retirement System	36,858	$0.50M	0.0%	+6.4%	0.025%
11/17/2022	M&T Bank Corp	56,574	$0.77M	0.0%	+23.1%	0.038%
11/16/2022	Fred Alger Management LLC	3,841,738	$52.52M	0.3%	-4.1%	2.576%
11/15/2022	Neuberger Berman Group LLC	3,632,850	$49.66M	0.1%	+10.5%	2.436%
11/15/2022	State Street Corp	199,963	$2.73M	0.0%	-7.0%	0.134%
11/15/2022	Tensile Capital Management LP	5,220,258	$71.36M	11.0%	+624.8%	3.500%
11/15/2022	Vanguard Group Inc.	3,494,699	$47.77M	0.0%	+25.9%	2.343%
11/15/2022	Palisade Capital Management LLC NJ	995,576	$13.61M	0.4%	+25.9%	0.668%
11/15/2022	Putnam Investments LLC	30,228	$0.41M	0.0%	N/A	0.020%
11/15/2022	Ensign Peak Advisors Inc	5,280	$72K	0.0%	+149.1%	0.004%
11/15/2022	Bank of New York Mellon Corp	48,673	$0.67M	0.0%	+12.6%	0.033%
11/15/2022	BlackRock Inc.	644,473	$8.81M	0.0%	+19.5%	0.432%
11/15/2022	Citadel Advisors LLC	16,374	$0.22M	0.0%	-6.9%	0.011%
11/14/2022	Tudor Investment Corp Et Al	79,079	$1.08M	0.0%	-5.1%	0.053%
11/14/2022	Renaissance Technologies LLC	108,000	$1.48M	0.0%	+6.6%	0.072%
11/14/2022	Healthcare of Ontario Pension Plan Trust Fund	77,500	$1.06M	0.0%	-15.7%	0.052%
11/14/2022	Altshuler Shaham Ltd	1,981	$27K	0.0%	N/A	0.001%
11/10/2022	Envestnet Asset Management Inc.	152,853	$2.09M	0.0%	+6.8%	0.102%
11/10/2022	Credit Suisse AG	32,980	$0.45M	0.0%	+51.4%	0.022%
11/10/2022	Dimensional Fund Advisors LP	185,825	$2.54M	0.0%	+44.5%	0.125%
11/10/2022	Tower Research Capital LLC TRC	3,571	$49K	0.0%	+100.4%	0.002%
11/8/2022	Atom Investors LP	96,087	$1.31M	0.5%	N/A	0.064%
11/8/2022	New York State Common Retirement Fund	252,837	$3.46M	0.0%	+28.2%	0.170%
11/4/2022	First Republic Investment Management Inc.	15,265	$0.21M	0.0%	+42.6%	0.010%
11/3/2022	Teacher Retirement System of Texas	19,821	$0.27M	0.0%	N/A	0.013%
11/1/2022	Great West Life Assurance Co. Can	1,984	$27K	0.0%	N/A	0.001%
10/26/2022	Truist Financial Corp	90,796	$1.24M	0.0%	+1.1%	0.061%
10/24/2022	Conestoga Capital Advisors LLC	2,909,764	$39.78M	0.8%	-13.0%	1.951%
10/19/2022	Nordea Investment Management AB	314,858	$4.38M	0.0%	-0.2%	0.211%
8/22/2022	Legal & General Group Plc	10,337	$0.12M	0.0%	+52.3%	0.007%
8/18/2022	Goldman Sachs Group Inc.	72,406	$0.82M	0.0%	+1.1%	0.049%
8/16/2022	First Republic Investment Management Inc.	10,708	$0.12M	0.0%	-10.0%	0.007%
8/16/2022	Captrust Financial Advisors	4,660	$53K	0.0%	+4,560.0%	0.003%
8/15/2022	AQR Capital Management LLC	15,200	$0.17M	0.0%	N/A	0.010%
8/15/2022	PDT Partners LLC	34,284	$0.39M	0.0%	-17.3%	0.023%
8/15/2022	Citadel Advisors LLC	17,581	$0.20M	0.0%	-76.1%	0.012%
8/15/2022	Sei Investments Co.	12,925	$0.15M	0.0%	-6.2%	0.009%
8/15/2022	Intrinsic Edge Capital Management LLC	30,000	$0.34M	0.0%	N/A	0.020%
8/13/2022	Nordea Investment Management AB	315,569	$3.59M	0.0%	+1.5%	0.212%
8/13/2022	Renaissance Technologies LLC	101,300	$1.15M	0.0%	-13.6%	0.068%
8/12/2022	Northern Trust Corp	80,610	$0.91M	0.0%	+14.3%	0.054%
8/12/2022	Credit Suisse AG	21,787	$0.25M	0.0%	+12.1%	0.015%
8/11/2022	Trexquant Investment LP	17,922	$0.20M	0.0%	-51.5%	0.012%
8/11/2022	UBS Group AG	8,827	$100K	0.0%	-15.7%	0.006%
8/11/2022	JPMorgan Chase & Co.	2,621,994	$29.71M	0.0%	+0.5%	1.758%
8/10/2022	William Blair Investment Management LLC	1,167,106	$13.22M	0.0%	+33.4%	0.783%
8/9/2022	Swiss National Bank	96,100	$1.09M	0.0%	+42.4%	0.064%
8/8/2022	Oppenheimer Asset Management Inc.	40,443	$0.46M	0.0%	-21.1%	0.027%
8/5/2022	M&T Bank Corp	45,968	$0.52M	0.0%	+201.5%	0.031%
8/5/2022	TimesSquare Capital Management LLC	1,508,804	$17.10M	0.2%	+14.2%	1.012%
8/3/2022	Envestnet Asset Management Inc.	143,067	$1.62M	0.0%	-6.0%	0.096%
8/2/2022	Comerica Bank	268,698	$2.82M	0.0%	+2.0%	0.180%
7/29/2022	Patriot Financial Group Insurance Agency LLC	4,160	$47K	0.0%	-27.5%	0.003%
7/28/2022	Arizona State Retirement System	11,049	$0.13M	0.0%	N/A	0.007%
7/27/2022	Versor Investments LP	14,300	$0.16M	0.0%	N/A	0.010%
7/26/2022	Mirae Asset Global Investments Co. Ltd.	151,971	$1.72M	0.0%	-1.0%	0.102%
7/22/2022	Conestoga Capital Advisors LLC	3,345,959	$37.91M	0.7%	+0.2%	2.243%
7/22/2022	Truist Financial Corp	89,841	$1.02M	0.0%	-3.9%	0.060%
6/7/2022	Bank of America Corp DE	389,007	$5.97M	0.0%	+33.8%	0.261%

Data available starting January 2016

Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its software products through software license and software as a service subscriptions. It also provides implementation and training services in connection with its software license and cloud subscriptions, transaction tax returns outsourcing, and other tax-related services. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.

Today's Range

Now: $20.60

$20.56

$21.23

50 Day Range

MA: $15.92

$12.15

$20.93

52 Week Range

Now: $20.60

$9.44

$21.23

Volume

338,105 shs

Average Volume

293,588 shs

Market Capitalization

$3.11 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

0.51

Who are the company insiders with the largest holdings of Vertex?: Vertex's top insider shareholders include:
Jeffery Westphal (Major Shareholder)
David Destefano (CEO)
Item Second Irr Trust Fbo Ann (Insider)
Eric C Andersen (Director)
John Richard Stamm (Director)
Lisa Butler (CAO)
Kevin L Robert (Director)
Bryan TR Rowland (General Counsel)
Learn More about top insider investors at Vertex.
Who are the major institutional investors of Vertex?: Vertex's top institutional shareholders include:
Neuberger Berman Group LLC — 2.61%
Fred Alger Management LLC — 2.50%
Conestoga Capital Advisors LLC — 1.92%
JPMorgan Chase & Co. — 1.71%
TimesSquare Capital Management LLC — 1.16%
William Blair Investment Management LLC — 0.89%
Learn More about top institutional investors of Vertex stock.
Which major investors are selling Vertex stock?: Within the previous quarter, VERX stock was sold by these institutional investors:
ArrowMark Colorado Holdings LLC
Fred Alger Management LLC
Morgan Stanley
M&T Bank Corp
Conestoga Capital Advisors LLC
Mirae Asset Global Investments Co. Ltd.
Nordea Investment Management AB
Atom Investors LP
Within the last year, company insiders that have sold Vertex company stock include:
Jeffery Westphal (Major Shareholder)
David Destefano (CEO)
Item Second Irr Trust Fbo Ann (Insider)
Eric C Andersen (Director)
John Richard Stamm (Director)
Lisa Butler (CAO)
Learn More investors selling Vertex stock.
Which major investors are buying Vertex stock?: During the previous quarter, VERX stock was acquired by institutional investors including:
Neuberger Berman Group LLC
Putnam Investments LLC
Marshall Wace LLP
TimesSquare Capital Management LLC
Monarch Partners Asset Management LLC
Laurion Capital Management LP
Palisade Capital Management LP
Norges Bank

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VERX Insider Trading

Vertex Insider Trading History Chart

Vertex Share Price & Price History

Vertex Insider Trading History

SEC Filings (Institutional Ownership Changes) for Vertex (NASDAQ:VERX)

Institutional Buying and Selling by Quarter

Vertex Institutional Trading History

Today's Range

50 Day Range

52 Week Range

Volume

Average Volume

Market Capitalization

P/E Ratio

Dividend Yield

Beta

Who are the company insiders with the largest holdings of Vertex?

Who are the major institutional investors of Vertex?

Which major investors are selling Vertex stock?

Which major investors are buying Vertex stock?