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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: 4/10/24 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
$31.97 $35.38 $17.59 $4,934 62 539 0.0% 2.6% 90.50% 21.88%
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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
    
 
SCHWAB JOHN R
CFO
JB
---
24,009
---
2/13/24
---
---
47,325
103.0
D
R
2/15/24 - 4:06:16 pm
2
    
 
DESTEFANO DAVID
PR,CEO,DIR
JS
---
37,455
---
12/27/23
---
---
392,190
-8.7
D
---
12/29/23 - 7:33:01 am
3
    
 
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
4
    
 
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
5
    
 
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
6
    
 
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
7
    
 
DESTEFANO DAVID
PR,CEO,DIR
S
$1,067,199
39,300
---
12/15/23
---
$27.16
429,645
-8.4
D
---
12/19/23 - 4:18:44 pm
8
    
 
STAMM JOHN RICHARD
DIR
S
$268,483
10,000
---
12/15/23
---
$26.85
22,430
-30.8
D
---
12/19/23 - 4:17:44 pm
9
    
 
ROBERT KEVIN L
DIR
S
$228,133
8,494
---
12/15/23
---
$26.86
23,936
-26.2
D
---
12/19/23 - 4:17:00 pm
10
    
 
ITEM SECOND IRR TRUST FBO ANNE MARIE WESTPHAL U A
BO
S
$262,146
9,300
---
12/13/23
---
$28.19
1,365,074
-0.7
D
---
12/15/23 - 5:00:19 pm
11
    
 
ITEM SECOND IRR TRUST FBO JACOB J WESTPHAL U A OF
BO
S
$1,743,599
60,599
12/12/23
12/13/23
---
$28.18
1,597,706
-3.7
D
---
12/14/23 - 5:31:58 pm
12
    
 
ITEM SECOND IRR TRUST FBO ANNE MARIE WESTPHAL U A
BO
S
$4,320,293
150,284
12/8/23
12/12/23
$28.64
$28.88
1,374,374
-9.9
D
---
12/12/23 - 6:32:15 pm
13
    
 
ITEM SECOND IRR TRUST FBO JACOB J WESTPHAL U A OF
BO
S
$3,982,587
138,829
12/7/23
12/11/23
$28.65
$28.72
1,658,305
-7.7
D
---
12/11/23 - 5:52:02 pm
14
    
 
ITEM SECOND IRR TRUST FBO ANNE MARIE WESTPHAL U A
BO
S
$3,076,432
105,490
12/5/23
12/7/23
---
$28.69
1,524,658
-6.5
D
---
12/7/23 - 7:18:41 pm
15
    
 
ITEM SECOND IRR TRUST FBO JACOB J WESTPHAL U A OF
BO
S
$1,843,002
63,311
12/4/23
12/6/23
$27.82
$29.41
1,797,134
-3.4
D
---
12/6/23 - 6:47:01 pm
16
    
 
ITEM SECOND IRR TRUST FBO JACOB J WESTPHAL U A OF
BO
S
$6,445,215
228,555
11/29/23
12/1/23
---
$27.77
1,860,445
-10.9
D
---
12/1/23 - 6:48:29 pm
17
1y
1
100%
-42%
2
ANDERSEN ERIC C
DIR
S
$262,391
10,000
---
11/20/23
---
$26.24
87,309
-10.3
D
---
11/22/23 - 4:06:31 pm
18
    
 
ITEM SECOND IRR TRUST FBO JACOB J WESTPHAL U A OF
BO
S
$2,698,937
100,000
11/13/23
11/15/23
---
$26.35
2,089,000
-4.6
D
---
11/15/23 - 6:23:37 pm
19
    
 
ITEM SECOND IRR TRUST FBO ANNE MARIE WESTPHAL U A
BO
S
$2,708,751
100,000
11/13/23
11/15/23
---
$26.38
1,807,548
-5.2
D
---
11/15/23 - 6:22:29 pm
20
    
 
WESTPHAL JEFFERY
BO
JS*
$49,488,592
1,899,025
---
11/14/23
---
$26.06
---
All
I
---
11/16/23 - 6:00:49 pm
21
    
 
ITEM SECOND IRR TRUST FBO KYLE R WESTPHAL U A OF J
BO
S
$8,154,858
300,000
11/10/23
11/13/23
$27.17
$27.35
1,589,000
-15.9
D
---
11/14/23 - 6:00:42 pm
22
    
 
TENSILE CAPITAL MANAGEMENT LP
BO
S
$6,903,362
260,418
11/9/23
11/10/23
$26.27
$27.37
5,396,299
-4.6
I
---
11/13/23 - 5:30:14 pm
23
    
 
ITEM SECOND IRR TRUST FBO KYLE R WESTPHAL U A OF J
BO
S
$3,638,709
157,387
---
11/7/23
---
$23.12
1,994,337
-7.3
D
---
11/8/23 - 6:08:36 pm
24
    
 
ITEM SECOND IRR TRUST FBO KYLE R WESTPHAL U A OF J
BO
S
$7,279,714
311,121
11/1/23
11/3/23
$23.33
$23.36
2,277,879
-12.0
D
---
11/3/23 - 8:08:09 pm
25
    
 
ITEM SECOND IRR TRUST FBO JACOB J WESTPHAL U A OF
BO
JB
---
2,089,000
---
10/11/23
---
---
2,189,000
2,089.0
D
---
10/17/23 - 6:32:08 pm
26
    
 
TENSILE CAPITAL MANAGEMENT LP
BO
S
$479,600
20,000
---
10/9/23
---
$23.98
5,666,717
-0.4
I
---
10/10/23 - 5:30:06 pm
27
    
 
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A S
BO
JB
---
281,452
---
10/4/23
---
---
281,452
New
D
---
10/25/23 - 6:59:52 pm
28
    
 
ITEM SECOND IRR TRUST FBO ANNE MARIE WESTPHAL U A
BO
JB
---
1,807,548
---
10/4/23
---
---
1,907,548
1,807.5
D
---
10/25/23 - 6:57:19 pm
29
    
 
WESTPHAL JEFFERY
BO
JS*
$24,629,562
1,103,475
---
10/2/23
---
$22.32
1,076,727
-50.6
I
---
10/4/23 - 4:58:17 pm
30
    
 
TENSILE CAPITAL MANAGEMENT LP
BO
S
$1,401,600
60,000
---
9/29/23
---
$23.36
5,806,717
-1.0
I
---
10/3/23 - 5:30:20 pm
31
    
 
DESTEFANO DAVID
PR,CEO,DIR
OS
$6,053,377
291,729
---
9/14/23
---
$20.75
394,160
-42.5
D
---
9/18/23 - 4:20:29 pm
32
    
 
DESTEFANO DAVID
PR,CEO,DIR
OE
$1,483,882
501,453
---
9/14/23
$2.50
$3.73
580,748
632.4
D
---
9/18/23 - 4:20:29 pm
33
    
 
STAMM JOHN RICHARD
DIR
S
$239,592
10,691
---
8/28/23
---
$22.41
32,430
-24.8
D
---
8/30/23 - 4:11:32 pm
34
1y
1
100%
-42%
2
ANDERSEN ERIC C
DIR
S
$294,908
15,121
---
8/14/23
---
$19.50
97,309
-13.4
D
---
8/16/23 - 4:03:22 pm
35
    
 
WESTPHAL JEFFERY
BO
JB
---
879,000
---
8/2/23
---
---
2,180,202
67.6
I
---
8/3/23 - 6:01:04 pm
36
    
 
BUTLER LISA
CAO
OS
$187,059
10,000
---
7/14/23
---
$18.71
250
-97.6
D
10b
7/18/23 - 4:13:51 pm
37
    
 
BUTLER LISA
CAO
OE
$25,000
10,000
---
7/14/23
---
$2.50
10,250
4,000.0
D
10b
7/18/23 - 4:13:51 pm
38
    
 
WESTPHAL JEFFERY
BO
S
$6,126,194
325,198
7/12/23
7/14/23
---
$18.66
5,584,181
-5.5
I
---
7/14/23 - 7:05:33 pm
39
    
 
WESTPHAL JEFFERY
BO
S
$1,523,761
80,618
---
7/12/23
---
$18.90
5,584,379
-1.4
I
A
9/19/23 - 8:30:28 pm
40
    
 
WESTPHAL JEFFERY
BO
S
$175,230
8,798
---
6/30/23
---
$19.92
1,301,202
-0.7
I
---
7/5/23 - 7:54:18 pm
41
    
 
WESTPHAL JEFFERY
BO
JS*
$11,442,000
600,000
---
6/30/23
---
$19.07
5,909,379
-9.2
I
---
7/5/23 - 7:54:18 pm
42
    
 
WESTPHAL JEFFERY
BO
JS*
$14,608,000
800,000
---
6/28/23
---
$18.26
6,509,379
-10.9
I
---
6/30/23 - 6:00:23 pm
43
    
 
BUTLER LISA
CAO
OS
$208,936
10,000
---
6/15/23
$20.52
$22.31
250
-97.6
D
10b
6/20/23 - 4:28:47 pm
44
    
 
BUTLER LISA
CAO
OE
$25,000
10,000
---
6/15/23
---
$2.50
10,250
4,000.0
D
10b
6/20/23 - 4:28:47 pm
45
    
 
GAYTON BRADLEY M
DIR
JB
---
8,815
---
6/13/23
---
---
32,430
37.3
D
R
6/15/23 - 4:20:11 pm
46
    
 
ANDERSEN ERIC C
DIR
JB
---
8,815
---
6/13/23
---
---
112,430
8.5
D
R
6/15/23 - 4:19:36 pm
47
    
 
STAMM JOHN RICHARD
DIR
JB
---
8,815
---
6/13/23
---
---
43,121
25.7
D
R
6/15/23 - 4:19:05 pm
48
    
 
ROBERT KEVIN L
DIR
JB
---
8,815
---
6/13/23
---
---
32,430
37.3
D
R
6/15/23 - 4:18:30 pm
49
    
 
RADCLIFFE AMANDA WESTPHAL
DIR,BO
JB
---
8,815
---
6/13/23
---
---
132,360
7.1
D
R
6/15/23 - 4:17:49 pm
50
    
 
THOMPSON STEFANIE WESTPHAL
DIR,BO
JB
---
8,815
---
6/13/23
---
---
40,325
28.0
D
R
6/15/23 - 4:17:13 pm
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