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Insider trading

Period: 120 months Stock: VERX + Add filter Clear all
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When Periodin use
Who Role
The trade Type of trade Minimum amount Plan Share of their own holding
Ownership What the chief executive holds
When

Period

How far back the list reaches. Filings arrive days after the trade, so the newest rows always lag a little.

1 month 12 months 120 months
272 decisions over 120 months
Who

Role

The position the person holds at the company, read from the title on the filing. A chief executive who is also a director counts as the chief executive.

Anyone CEO CFO Other officers Directors 10% owners
272 decisions over 120 months
The trade

Type of trade

Purchases, sales, or cluster buys: companies where 3 or more insiders bought within 30 days. The number beside each is what that choice would give.

Any272 Buys11 Sells261 Cluster buys
272 decisions over 120 months
The trade

Minimum amount

Hides rows under this value. The amount is the shares traded times the price on the filing.

Any $100K or more $1M or more $10M or more $100M or more $500M or more
272 decisions over 120 months
The trade

Plan

  • Discretionary: they chose to sell that week.
  • Scheduled: a 10b5-1 plan fixed the sale months in advance, so the timing says nothing about what they knew.
  • Not stated: filed before the SEC added the box in April 2023, which is most of the older half of this database.
Any Discretionary Scheduled (10b5-1) Not stated Not on a plan
272 decisions over 120 months
The trade

Share of their own holding

How much of what they already held the trade moved. Selling a tenth of a stake is not the same act as selling all of it.

At least
272 decisions over 120 months
Ownership

What the chief executive holds

The value of the chief executive’s stock measured against base salary. The salary comes from the company’s own proxy. Companies with no figure are in neither direction.

272 decisions over 120 months
Stock
Insider
Type ?
Value ↓
Of own stake ↓
Why it stands out
VERX Vertex, Inc.
6 Mar 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$317.80K 10,589 at 30.01
0.9%
Not planned
VERX Vertex, Inc.
6 Mar 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$315.13K 10,500 at 30.01
0.8%
Not planned
VERX Vertex, Inc.
6 Mar 2024
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10% owner
Sold at will
$315.12K 10,500 at 30.01
4.2%
Not planned
VERX Vertex, Inc.
5 Mar 2024
SCHWAB JOHN R CHIEF FINANCIAL OFFICER
Sold on a plan
$300.00K 10,000 at 30.00
15.8%
Planned (10b5-1)
VERX Vertex, Inc.
5 Mar 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$243.45K 8,115 at 30.00
0.6%
Not planned
VERX Vertex, Inc.
5 Mar 2024
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10% owner
Sold at will
$206.71K 6,888 at 30.01
2.7%
Not planned
VERX Vertex, Inc.
5 Mar 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$202.55K 6,749 at 30.01
0.6%
Not planned
VERX Vertex, Inc.
5 Mar 2024
Stamm John Richard Director
Sold at will
$191.62K 6,500 at 29.48
29.0%
Not planned
VERX Vertex, Inc.
4 Mar 2024
Westphal Jeffrey 10% owner · indirect
Sold at will
$72.30M 2,291,537 at 31.55
49.4%
Not planned
VERX Vertex, Inc.
4 Mar 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$7.77M 255,920 at 30.35
16.2%
Not planned
VERX Vertex, Inc.
4 Mar 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$5.26M 173,391 at 30.34
13.0%
Not planned
VERX Vertex, Inc.
4 Mar 2024
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10% owner
Sold at will
$3.20K 100 at 32.00
0.0%
Not planned
VERX Vertex, Inc.
1 Mar 2024
Westphal Jeffrey 10% owner · indirect
Sold at will
$4.21M 124,770 at 33.74
2.6%
Not planned
VERX Vertex, Inc.
1 Mar 2024
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10% owner
Sold at will
$897.18K 26,685 at 33.62
9.5%
Not planned
VERX Vertex, Inc.
1 Mar 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$894.70K 26,609 at 33.62
1.9%
Not planned
VERX Vertex, Inc.
1 Mar 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$472.80K 14,078 at 33.58
0.9%
Not planned
VERX Vertex, Inc.
15 Feb 2024
ANDERSEN ERIC C. Director
Sold on a plan
$258.82K 10,000 at 25.88
11.5%
Planned (10b5-1)
VERX Vertex, Inc.
18 Dec 2023
SCHWAB JOHN R CHIEF FINANCIAL OFFICER
Sold on a plan
$663.86K 25,000 at 26.55
51.7%
Sold half or more
VERX Vertex, Inc.
15 Dec 2023
Rowland Bryan T.R. GENERAL COUNSEL
Sold at will 2×
$1.80M 66,802 at 26.95
100%
Sold half or more
VERX Vertex, Inc.
15 Dec 2023
DeStefano David PRESIDENT & CEO
Sold at will
$1.07M 39,300 at 27.16
8.4%
Not planned
VERX Vertex, Inc.
15 Dec 2023
Stamm John Richard Director
Sold at will
$268.48K 10,000 at 26.85
30.8%
Not planned
VERX Vertex, Inc.
15 Dec 2023
Robert Kevin L Director
Sold at will
$228.13K 8,494 at 26.86
26.2%
Not planned
VERX Vertex, Inc.
13 Dec 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$321.20K 11,400 at 28.18
0.7%
Not planned
VERX Vertex, Inc.
13 Dec 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$262.15K 9,300 at 28.19
0.7%
Not planned
VERX Vertex, Inc.
12 Dec 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$1.42M 49,199 at 28.91
3.0%
Not planned
VERX Vertex, Inc.
12 Dec 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$1.23M 42,555 at 28.88
3.0%
Not planned
VERX Vertex, Inc.
11 Dec 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$2.03M 70,822 at 28.73
4.8%
Not planned
VERX Vertex, Inc.
11 Dec 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$1.41M 49,049 at 28.72
2.9%
Not planned
VERX Vertex, Inc.
8 Dec 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$1.44M 50,227 at 28.65
2.9%
Not planned
VERX Vertex, Inc.
8 Dec 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$1.06M 36,907 at 28.64
2.4%
Not planned
VERX Vertex, Inc.
7 Dec 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$1.36M 47,226 at 28.69
3.0%
Not planned
VERX Vertex, Inc.
7 Dec 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$1.13M 39,553 at 28.69
2.2%
Not planned
VERX Vertex, Inc.
6 Dec 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$648.87K 22,064 at 29.41
1.4%
Not planned
VERX Vertex, Inc.
6 Dec 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$638.12K 21,696 at 29.41
1.2%
Not planned
VERX Vertex, Inc.
5 Dec 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$1.07M 36,200 at 29.63
2.2%
Not planned
VERX Vertex, Inc.
5 Dec 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$782.04K 26,415 at 29.61
1.4%
Not planned
VERX Vertex, Inc.
4 Dec 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$525.85K 18,900 at 27.82
1.1%
Not planned
VERX Vertex, Inc.
4 Dec 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$422.84K 15,200 at 27.82
0.8%
Not planned
VERX Vertex, Inc.
1 Dec 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$2.20M 79,200 at 27.77
4.1%
Not planned
VERX Vertex, Inc.
1 Dec 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$2.09M 75,100 at 27.76
4.4%
Not planned
VERX Vertex, Inc.
30 Nov 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$2.33M 83,400 at 27.98
4.6%
Not planned
VERX Vertex, Inc.
30 Nov 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$2.31M 82,355 at 28.05
4.1%
Not planned
VERX Vertex, Inc.
29 Nov 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$1.94M 67,000 at 28.89
3.2%
Not planned
VERX Vertex, Inc.
20 Nov 2023
ANDERSEN ERIC C. Director
Sold on a plan
$262.39K 10,000 at 26.24
10.3%
Planned (10b5-1)
VERX Vertex, Inc.
15 Nov 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$1.33M 50,318 at 26.35
2.4%
Not planned
VERX Vertex, Inc.
15 Nov 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Bought
$1.04M 39,473 at 26.38
2.2%
First buy on file
VERX Vertex, Inc.
14 Nov 2023
Westphal Jeffrey 10% owner · indirect
Sold at will 2×
$49.49M 1,899,025 at 26.06
100%
Sold half or more
VERX Vertex, Inc.
14 Nov 2023
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$1.25M 45,000 at 27.67
2.1%
Not planned
VERX Vertex, Inc.
14 Nov 2023
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$1.24M 45,000 at 27.66
2.4%
Not planned
VERX Vertex, Inc.
13 Nov 2023
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner
Sold at will
$546.92K 20,000 at 27.35
1.2%
Not planned
Showing 101–150 of 272. ← Newer Page 3 of 6 Older →