This page shows the track record and history of Butler Lisa insider trades in Vertex, Inc. Class A. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company. It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean it is illegal for them to make anytrades in their own companies. However, they must report all trades to the SEC via a Form 4. Insider Purchases - Short Term Profit Analysis In this section, we analyze the profitability of every unplanned, open-market insider purchase made by Lisa Butler in VERX / Vertex, Inc. Class A. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical. The following table shows the most recent open market purchases that were not part of an automatic trading plan. Trade Date ReportedShares ReportedPrice AdjustedShares AdjustedPrice Cost Basis Days toMax Price atMax MaxProfit ($) Max Return (%) 2020-07-31 2,894 19.0000 2,894 19.0000 54,986 203 38.9800 57,822 105.16 Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares. Insider Sales - Short Term Loss Analysis In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by Lisa Butler in VERX / Vertex, Inc. Class A. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical. The following table shows the most recent open market purchases that were not part of an automatic trading plan. Trade Date ReportedShares ReportedPrice AdjustedShares AdjustedPrice Cost Basis Days toMin Price atMin Max LossAvoided ($) Max LossAvoided (%) 2022-09-13 25,000 14.5473 25,000 14.5473 363,682 6 13.7100 -20,932 -5.76 2022-09-13 22,793 14.6850 22,793 14.6850 334,715 2022-06-14 15,387 9.6116 15,387 9.6116 147,894 2022-06-13 34,968 9.6767 34,968 9.6767 338,375 2022-03-16 20,000 13.0000 20,000 13.0000 260,000 2021-06-09 84,000 18.8190 84,000 18.8190 1,580,796 Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares. Insider Transaction History FileDate TradeDate Form Insider Ticker Security Title Code 10b5-1 Direct ExercisePrice UnitPrice UnitsChanged ValueChanged (1K) RemainingOptions RemainingShares 2022-09-15 2022-09-13 4 Butler Lisa VERX Class A Common Stock S - Sale D 14.6850 -22,793 -335 3,144 2022-09-15 2022-09-13 4 Butler Lisa VERX Class A Common Stock S - Sale D 14.5473 -25,000 -364 25,937 2022-09-15 2022-09-13 4 Butler Lisa VERX Class A Common Stock M - Exercise D 2.5000 25,000 62 50,937 2022-06-15 2022-06-14 4 Butler Lisa VERX Class A Common Stock S - Sale D 9.6116 -15,387 -148 25,937 2022-06-15 2022-06-13 4 Butler Lisa VERX Class A Common Stock S - Sale D 9.6767 -34,968 -338 41,314 2022-03-17 2022-03-16 4 Butler Lisa VERX Class A Common Stock S - Sale D 13.0000 -20,000 -260 76,292 2022-02-14 2022-02-10 4 Butler Lisa VERX Restricted Stock Units A - Award D 17,937 17,937 2021-11-12 2021-03-01 4 Butler Lisa VERX Restricted Stock Units A - Award D 2,306 2,306 2021-11-12 2021-03-01 4 Butler Lisa VERX Stock Option A - Award D 32.16 2,680 2,680 2021-11-12 2020-07-28 4 Butler Lisa VERX Class A Common Stock A - Award D 53 96,292 2021-06-15 2021-06-09 4 Butler Lisa VERX Class A Common Stock S - Sale D 18.8190 -84,000 -1,581 96,239 2021-06-15 2021-04-05 4 Butler Lisa VERX Stock Option M - Exercise D 2.15 -315,000 0 2021-06-15 2021-04-05 4 Butler Lisa VERX Class A Common Stock F - Taxes D 22.5800 -148,207 -3,347 180,239 2021-06-15 2021-04-05 4 Butler Lisa VERX Class A Common Stock M - Exercise D 2.1540 315,000 679 328,446 2021-06-15 2020-07-31 4 Butler Lisa VERX Class A Common Stock P - Purchase D 19.0000 2,894 55 13,249 2020-07-29 3 Butler Lisa VERX Class A Common Stock D 20,710 2020-07-29 3 Butler Lisa VERX Class A Common Stock D 20,710 2020-07-29 3 Butler Lisa VERX Class A Common Stock D 20,710 For a limited time, you can sign up for a Forever Free Fintel account. This membership level allows you access to some great features, including a custom dashboard that updates automatically. Get My Free Account Now Second Amendment to the Credit Agreement by and among Vertex, Inc., the guarantors party thereto, PNC Bank, National Association, and the lenders party thereto, dated as of March 8, 2022 03-09 More