| |
| |
| Exchange: |
N/A |
| Security
Type: |
Common |
| Shares
Out: |
60,920,000 |
| Market
Cap: |
1.78(B) |
| Last
Volume: |
0 |
Avg
Vol: |
0 |
| 52
Week Range: |
$17.77 - $33.58 |
|
| Level
I Sector: |
N/A |
| Level
II Sector: |
N/A |
| Level
III Sector: |
N/A |
|
Member Indexes:
|
Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
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|
Company Profile Vertex is a provider of enterprise tax technology solutions. Co.'s solutions automate the end-to-end indirect tax processes for companies with tax operations and audit risk. Co.'s software includes tax determination, compliance and reporting, tax data management and document management tools, analytics and insights, as well as pre-built integrations to business applications. Co.'s communications solution supports the determination of taxes, surcharges and fees affecting providers of communication services, including wireless, voice-over-IP, satellite, internet and video and audio streaming services. Co. also provides implementation services which include configuration and data migration.
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D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
|
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|
3m +/-:
|
|
|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
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|
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| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
0 |
0 |
| Total Buy Value |
$0 |
$0 |
$0 |
$0 |
| Total People Bought |
0 |
0 |
0 |
0 |
| Total Buy Transactions |
0 |
0 |
0 |
0 |
| Total Shares Sold |
4,371,555 |
8,513,241 |
11,717,142 |
21,645,802 |
| Total Sell Value |
$135,594,222 |
$245,300,832 |
$310,347,867 |
$427,853,561 |
| Total People Sold |
10 |
13 |
13 |
13 |
| Total Sell Transactions |
55 |
96 |
112 |
184 |
| End Date |
2024-02-01 |
2023-10-31 |
2023-05-02 |
2022-05-02 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Stamm John Richard |
Director |
– • – |
2021-05-11 |
4 |
A |
$0.00 |
$0 |
D/D |
8,494 |
67,706 |
|
- |
|
| Thompson Stefanie Westphal |
Director |
– • – |
2021-05-11 |
4 |
A |
$0.00 |
$0 |
D/D |
8,494 |
16,389 |
|
- |
|
| Robert Kevin L |
Director |
– • – |
2021-05-11 |
4 |
A |
$0.00 |
$0 |
D/D |
8,494 |
28,232 |
|
- |
|
| Andersen Eric C. |
Director |
– • – |
2021-05-11 |
4 |
A |
$0.00 |
$0 |
D/D |
8,494 |
109,811 |
|
- |
|
| Radcliffe Amanda Westphal |
Director |
– • – |
2021-05-11 |
4 |
A |
$0.00 |
$0 |
D/D |
8,494 |
100,599 |
|
- |
|
| Kyle Terrence |
Director |
– • – |
2021-05-11 |
4 |
A |
$0.00 |
$0 |
D/D |
8,494 |
56,011 |
|
- |
|
| Westphal Jeffery |
10% Owner |
– – • |
2021-05-07 |
4 |
A |
$0.00 |
$0 |
I/I |
12,100,000 |
12,100,000 |
|
- |
|
| Butler Lisa |
Chief Accounting Officer |
• – – |
2021-04-05 |
4 |
D |
$22.58 |
$3,346,514 |
D/D |
(148,207) |
180,239 |
|
- |
|
| Butler Lisa |
Chief Accounting Officer |
• – – |
2021-04-05 |
4 |
OE |
$2.15 |
$678,510 |
D/D |
315,000 |
328,446 |
|
- |
|
| Rowland Bryan T.r. |
GENERAL COUNSEL |
• – – |
2021-03-17 |
4 |
D |
$25.67 |
$1,474,382 |
D/D |
(57,436) |
70,292 |
|
- |
|
| Rowland Bryan T.r. |
GENERAL COUNSEL |
• – – |
2021-03-17 |
4 |
OE |
$3.17 |
$429,956 |
D/D |
124,626 |
100,773 |
|
- |
|
| Destefano David |
PRESIDENT & CEO |
• • – |
2021-03-10 |
4 |
OE |
$0.15 |
$8,415 |
D/D |
55,000 |
560,580 |
|
- |
|
| Destefano David |
President & CEO |
• • – |
2020-08-12 |
4 |
OE |
$0.15 |
$30,600 |
D/D |
200,000 |
475,527 |
|
- |
|
| Schwab John R |
CHIEF FINANCIAL OFFICER |
• – – |
2020-07-31 |
4 |
B |
$19.00 |
$54,986 |
D/D |
2,894 |
5,579 |
0.01 |
16% |
|
| Butler Lisa |
Chief Accounting Officer |
• – – |
2020-07-31 |
4 |
B |
$19.00 |
$54,986 |
D/D |
2,894 |
13,249 |
2.74 |
16% |
|
| Robert Kevin L |
Director |
– • – |
2020-07-31 |
4 |
B |
$19.00 |
$150,005 |
D/D |
7,895 |
19,738 |
2.39 |
16% |
|
| Radcliffe Amanda Westphal |
Director |
– • – |
2020-07-31 |
4 |
B |
$19.00 |
$1,599,990 |
D/D |
84,210 |
92,105 |
2.39 |
16% |
|
| Destefano David |
President & CEO |
• • – |
2020-07-31 |
4 |
S |
$17.77 |
$2,858,779 |
D/D |
(160,922) |
275,527 |
|
-16% |
|
| Kyle Terrence |
Director |
– • – |
2020-07-31 |
4 |
S |
$17.77 |
$996,759 |
D/D |
(56,108) |
47,517 |
|
-16% |
|
| Destefano David |
President & CEO |
• • – |
2020-07-29 |
4 |
D |
$19.00 |
$3,119,515 |
D/D |
(164,185) |
436,449 |
|
- |
|
| Destefano David |
President & CEO |
• • – |
2020-07-29 |
4 |
OE |
$0.15 |
$59,686 |
D/D |
390,107 |
600,634 |
|
- |
|
| Kyle Terrence |
Director |
– • – |
2020-07-29 |
4 |
OE |
$0.42 |
$23,509 |
D/D |
56,108 |
103,625 |
|
- |
|
| Schwab John R |
Chief Financial OfficerOfficer |
• – – |
2020-07-29 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
2,632 |
|
- |
|
| Westphal Jeffery |
Director |
– • • |
2020-07-29 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
7,895 |
|
- |
|
| Rowland Bryan T.r. |
General CounselOfficer |
• – – |
2020-07-29 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
2,632 |
|
- |
|
65 Records found
|
|
Page 2 of 3 |
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| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
| |
OE |
- Options Exercised |
A |
- Acquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
|
|
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|
0.08 (0.27%) 
