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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: 3/14/23 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
$18.45 $19.31 $9.44 $2,799 51 233 0.0% 1.6% 71.53% 7.90%
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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 ANNE MARIE WESTPHAL U A
BO
S
$442,663
24,266
3/20/23
3/22/23
---
$18.23
300,000
-7.5
D
---
3/22/23 - 8:46:03 pm
2
    
 
ITEM SECOND IRR TRUST FBO JACOB J WESTPHAL U A OF
BO
S
$442,681
24,267
3/20/23
3/22/23
---
$18.23
300,000
-7.5
D
---
3/22/23 - 8:44:09 pm
3
    
 
ITEM SECOND IRR TRUST FBO ANNE MARIE WESTPHAL U A
BO
S
$2,418,758
130,832
3/15/23
3/17/23
---
$18.29
324,266
-28.7
D
---
3/17/23 - 7:41:09 pm
4
    
 
ITEM SECOND IRR TRUST FBO JACOB J WESTPHAL U A OF
BO
S
$2,418,758
130,832
3/15/23
3/17/23
---
$18.29
324,267
-28.7
D
---
3/17/23 - 7:39:50 pm
5
    
 
WESTPHAL JEFFERY
BO
S
$5,485,141
294,209
3/14/23
3/16/23
$18.51
$18.73
8,524,543
-3.3
I
---
3/16/23 - 7:06:48 pm
6
    
 
WESTPHAL JEFFERY
BO
JS*
$21,411,190
1,215,164
---
3/16/23
---
$17.62
7,309,379
-14.3
I
---
3/16/23 - 7:06:48 pm
7
    
 
BUTLER LISA
CAO
OS
$180,910
10,000
---
3/15/23
---
$18.09
250
-97.6
D
10b
3/17/23 - 4:16:08 pm
8
    
 
BUTLER LISA
CAO
OE
$25,000
10,000
---
3/15/23
---
$2.50
10,250
4,000.0
D
10b
3/17/23 - 4:16:08 pm
9
    
 
ITEM SECOND IRR TRUST FBO ANNE MARIE WESTPHAL U A
BO
S
$826,476
44,902
3/10/23
3/14/23
$18.07
$18.59
455,098
-9.0
D
---
3/14/23 - 7:58:51 pm
10
    
 
ITEM SECOND IRR TRUST FBO JACOB J WESTPHAL U A OF
BO
S
$826,458
44,901
3/10/23
3/14/23
$18.07
$18.59
455,099
-9.0
D
---
3/14/23 - 7:57:05 pm
11
    
 
STAMM JOHN RICHARD
DIR
S
$217,591
11,843
---
3/13/23
---
$18.37
34,306
-25.7
D
---
3/15/23 - 4:16:34 pm
12
    
 
WESTPHAL JEFFERY
BO
S
$1,832,548
97,941
3/8/23
3/9/23
$18.63
$18.85
8,818,752
-1.1
I
---
3/10/23 - 8:28:56 pm
13
    
 
ROWLAND BRYAN T R
GC
OS
$1,349,551
81,729
---
3/8/23
$16.51
$16.52
3,911
-95.4
D
10b
3/10/23 - 4:25:13 pm
14
    
 
ROWLAND BRYAN T R
GC
OE
$116,120
31,098
---
3/8/23
---
$3.73
85,640
57.0
D
10b
3/10/23 - 4:25:13 pm
15
    
 
BUTLER LISA
CAO
OS
$375,921
22,894
---
3/8/23
$16.41
$16.50
250
-98.9
D
10b
3/10/23 - 4:23:55 pm
16
    
 
BUTLER LISA
CAO
OE
$50,000
20,000
---
3/8/23
---
$2.50
23,144
636.1
D
10b
3/10/23 - 4:23:55 pm
17
    
 
BUTLER LISA
CAO
AS
$11,666
763
---
3/6/23
---
$15.29
3,144
-19.5
D
10b
3/8/23 - 4:45:46 pm
18
    
 
WESTPHAL JEFFERY
BO
S
$2,097,301
133,307
2/28/23
3/2/23
---
$15.66
8,916,693
-1.5
I
---
3/2/23 - 6:22:25 pm
19
    
 
ROWLAND BRYAN T R
GC
JS
$8,861
568
---
3/1/23
---
$15.60
54,542
-1.0
D
R
3/3/23 - 4:34:23 pm
20
    
 
ROWLAND BRYAN T R
GC
JB
---
1,732
---
3/1/23
---
---
55,110
3.2
D
R
3/3/23 - 4:34:23 pm
21
    
 
BUTLER LISA
CAO
JS
$6,084
390
---
3/1/23
---
$15.60
3,907
-9.1
D
R
3/3/23 - 4:33:18 pm
22
    
 
BUTLER LISA
CAO
JB
---
1,153
---
3/1/23
---
---
4,297
36.7
D
R
3/3/23 - 4:33:18 pm
23
    
 
SCHWAB JOHN R
CFO
JS
$19,453
1,247
---
3/1/23
---
$15.60
23,316
-5.1
D
R
3/3/23 - 4:31:54 pm
24
    
 
SCHWAB JOHN R
CFO
JB
---
3,441
---
3/1/23
---
---
24,563
16.3
D
R
3/3/23 - 4:31:54 pm
25
    
 
DESTEFANO DAVID
PR,CEO,DIR
JS
$456,550
29,266
---
3/1/23
---
$15.60
358,891
-7.5
D
R
3/3/23 - 4:30:30 pm
26
    
 
DESTEFANO DAVID
PR,CEO,DIR
JB
---
57,136
---
3/1/23
---
---
388,157
17.3
D
R
3/3/23 - 4:30:30 pm
27
    
 
DESTEFANO DAVID
PR,CEO,DIR
JS
$708,248
45,871
---
2/24/23
---
$15.44
331,021
-12.2
D
R
2/27/23 - 4:42:11 pm
28
    
 
DESTEFANO DAVID
PR,CEO,DIR
JB
---
109,232
---
2/24/23
---
---
376,892
40.8
D
R
2/27/23 - 4:42:11 pm
29
    
 
BUTLER LISA
CAO
AS
$44,639
2,968
---
2/21/23
---
$15.04
3,144
-48.6
D
10b
2/23/23 - 4:48:53 pm
30
    
 
ROWLAND BRYAN T R
GC
JS
$19,056
1,341
---
2/10/23
---
$14.21
53,378
-2.5
D
R
2/14/23 - 5:33:27 pm
31
    
 
ROWLAND BRYAN T R
GC
JB
---
4,088
---
2/10/23
---
---
54,719
8.1
D
R
2/14/23 - 5:33:27 pm
32
    
 
SCHWAB JOHN R
CFO
JS
$120,302
8,466
---
2/10/23
---
$14.21
21,122
-28.6
D
R
2/14/23 - 5:31:55 pm
33
    
 
SCHWAB JOHN R
CFO
JB
---
24,009
---
2/10/23
---
---
29,588
430.3
D
R
2/14/23 - 5:31:55 pm
34
    
 
BUTLER LISA
CAO
JS
$21,542
1,516
---
2/10/23
---
$14.21
6,112
-19.9
D
R
2/14/23 - 5:30:39 pm
35
    
 
BUTLER LISA
CAO
JB
---
4,484
---
2/10/23
---
---
7,628
142.6
D
R
2/14/23 - 5:30:39 pm
36
    
 
SCHWAB JOHN R
CFO
OS
$121,076
7,439
---
12/14/22
---
$16.28
5,579
-57.1
D
---
12/16/22 - 4:09:42 pm
37
    
 
SCHWAB JOHN R
CFO
OE
$34,963
7,439
---
12/14/22
---
$4.70
13,018
133.3
D
---
12/16/22 - 4:09:42 pm
38
    
 
DESTEFANO DAVID
PR,CEO,DIR
S
$491,805
30,000
---
12/13/22
---
$16.39
276,749
-9.8
D
---
12/14/22 - 4:49:48 pm
39
    
 
ROBERT KEVIN L
DIR
S
$122,571
7,894
---
12/6/22
---
$15.53
23,615
-25.1
D
---
12/6/22 - 4:33:09 pm
40
    
 
SCHWAB JOHN R
CFO
OS
$294,304
17,561
12/2/22
12/5/22
---
$16.28
5,579
-75.9
D
---
12/6/22 - 4:31:25 pm
41
    
 
SCHWAB JOHN R
CFO
OE
$82,537
17,561
12/2/22
12/5/22
---
$4.70
22,241
375.2
D
---
12/6/22 - 4:31:25 pm
42
    
 
ROBERT KEVIN L
DIR
OS
$183,555
11,843
---
11/23/22
---
$15.50
31,510
-27.3
D
---
11/28/22 - 4:43:57 pm
43
    
 
ROBERT KEVIN L
DIR
OE
$12,500
5,000
---
11/23/22
---
$2.50
36,510
15.9
D
---
11/28/22 - 4:43:57 pm
44
    
 
WESTPHAL JEFFERY
BO
JS*
$22,725,000
1,500,000
---
11/17/22
---
$15.15
9,050,000
-14.2
I
---
11/21/22 - 9:00:35 pm
45
    
 
ITEM SECOND IRR TRUST FBO JACOB J WESTPHAL U A OF
BO
JB
---
500,000
---
11/16/22
---
---
500,000
New
D
---
11/18/22 - 4:19:49 pm
46
    
 
ITEM SECOND IRR TRUST FBO ANNE MARIE WESTPHAL U A
BO
JB
---
500,000
---
11/16/22
---
---
500,000
New
D
---
11/18/22 - 4:18:57 pm
47
    
 
WESTPHAL JEFFERY
BO
S
$647,172
35,950
---
11/1/22
---
$18.00
1,310,000
-2.7
I
---
11/3/22 - 4:30:33 pm
48
    
 
WESTPHAL JEFFERY
BO
OS
$5,887,500
750,000
---
10/26/22
---
$7.85
10,550,000
-6.6
I
---
10/26/22 - 5:46:18 pm
49
    
 
TENSILE CAPITAL MANAGEMENT LP
BO
OB
$5,887,500
750,000
---
10/25/22
---
$7.85
5,970,258
14.4
I
---
10/27/22 - 4:22:04 pm
50
    
 
DESTEFANO DAVID
PR,CEO,DIR
AS
$257,323
17,671
---
10/10/22
---
$14.56
316,102
-5.3
D
10b
10/11/22 - 4:15:44 pm
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