Vertex (VERX) insider trading activity: Get Latest News Today

VERX Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares3.82

Short Percent Of Float8.56

Shares Outstanding71.70M

Shares Float68.24M

Shares Short6.05M

Short Ratio3.39

8.56%

Short % of Float

3.82%

Short % of Shares Outstanding

Market Insider VERX

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

7.35% Percentage of Shares held by All Insiders

106.12% Percentage of Shares held by All Institutions

114.54% Percentage of Float held by Institutions

358

Number of Institutions Holding Shares

Institutional Ownership

About 106.12% of VERX shares are held by financial institutions. INVESCO LTD. is the top corporate investor, holding 275.26K shares valued at $8.74M. A 0.18% stake in Vertex, Inc. is owned by the company. SWISS NATIONAL BANK owns 101.2K shares valued at $3.21M, which translates its holding of 0.07% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2024	INVESCO LTD.	0.18%	275.26K	8.74M	-4.44K	-1.59%
Mar 31, 2024	SWISS NATIONAL BANK	0.07%	101.2K	3.21M	5.2K	+5.42%
Mar 31, 2024	WEISS ASSET MANAGEMENT LP	0.07%	100K	3.18M	100K	+100.00%
Mar 31, 2024	QUADRATURE CAPITAL LTD	0.06%	92.17K	2.93M	18.26K	+24.70%
Mar 31, 2024	JEFFERIES FINANCIAL GROUP INC.	0.06%	85.4K	2.71M	85.4K	+100.00%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.04%	68.04K	1.34M	8.31K	+13.91%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.04%	61.42K	1.95M	-10.09K	-14.11%
Mar 31, 2024	CREDIT SUISSE AG/	0.04%	58.98K	1.87M	872	+1.50%
Mar 31, 2024	TENSILE CAPITAL MANAGEMENT LP	3.13%	4.76M	151.2M	-354.26K	-6.93%
Mar 31, 2024	GRANAHAN INVESTMENT MANAGEMENT, LLC	0.49%	739.3K	23.48M	75.7K	+11.41%
Mar 31, 2024	PEMBROKE MANAGEMENT, LTD	0.61%	927.13K	29.45M	666.22K	+255.35%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.56%	849.15K	26.97M	-10.11K	-1.18%
Mar 31, 2024	FULLER & THALER ASSET MANAGEMENT, INC.	0.54%	826.28K	26.24M	826.28K	+100.00%
Mar 31, 2024	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0.48%	724.04K	23M	-611.03K	-45.77%
Mar 31, 2024	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.47%	712.93K	22.64M	85.24K	+13.58%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.41%	627.59K	19.93M	144.24K	+29.84%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.36%	540.93K	17.18M	22.16K	+4.27%
Mar 31, 2024	VISTA EQUITY PARTNERS MANAGEMENT, LLC	0.31%	473.96K	15.05M	-48.13K	-9.22%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.3%	456.29K	14.49M	456.29K	+100.00%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.3%	453.34K	14.4M	360.88K	+390.31%
Mar 31, 2024	PIER CAPITAL, LLC	0.26%	400.91K	12.73M	13.19K	+3.40%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.25%	379.18K	12.04M	379.18K	+100.00%
Mar 31, 2024	ABRDN PLC	0.25%	377.91K	12M	377.91K	+100.00%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.23%	346.54K	11.01M	58.45K	+20.29%
Mar 31, 2024	KORNITZER CAPITAL MANAGEMENT INC /KS	0.23%	345.26K	10.97M	0	0
Mar 31, 2024	MORGAN STANLEY	0.22%	329.58K	10.47M	-153.65K	-31.80%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.22%	329.38K	10.46M	10.96K	+3.44%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.21%	318.4K	10.11M	32.5K	+11.37%
Mar 31, 2024	CITADEL ADVISORS LLC	0.2%	309.54K	9.83M	195.14K	+170.57%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.2%	309.08K	9.82M	147.82K	+91.66%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.2%	305.68K	9.71M	-8.61K	-2.74%
Mar 31, 2024	CUBIST SYSTEMATIC STRATEGIES, LLC	0.19%	287.92K	9.14M	251.34K	+687.03%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.18%	279.73K	8.88M	-21.43K	-7.12%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.18%	276.8K	8.79M	-65.9K	-19.23%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.17%	257.8K	8.19M	4.93K	+1.95%
Mar 31, 2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP	0.17%	253K	8.04M	100K	+65.36%
Mar 31, 2024	BESSEMER GROUP INC	0.16%	248.74K	7.9M	18.34K	+7.96%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	0.16%	245.14K	7.79M	-138.19K	-36.05%
Mar 31, 2024	COMERICA BANK	0.15%	230.85K	7.33M	24.85K	+12.06%
Mar 31, 2024	VANGUARD GROUP INC	3.81%	5.79M	183.93M	235.41K	+4.24%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	2.35%	3.57M	113.42M	-97.93K	-2.67%
Mar 31, 2024	CONESTOGA CAPITAL ADVISORS, LLC	1.85%	2.81M	89.14M	-25.79K	-0.91%
Mar 31, 2024	LEGACY ADVISORS, LLC	1.43%	2.16M	68.74M	-1.08M	-33.30%
Mar 31, 2024	JPMORGAN CHASE & CO	1.37%	2.07M	65.86M	-118.49K	-5.41%
Mar 31, 2024	BRYN MAWR CAPITAL MANAGEMENT, LLC	1.05%	1.6M	50.69M	0	0
Mar 31, 2024	LOOMIS SAYLES & CO L P	1.01%	1.53M	48.56M	145.2K	+10.49%
Mar 31, 2024	TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.91%	1.39M	44.05M	30.52K	+2.25%
Mar 31, 2024	AXIOM INVESTORS LLC /DE	0.26%	398.87K	12.67M	55.4K	+16.13%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.26%	388.36K	12.33M	-94.07K	-19.50%
Mar 31, 2024	STATE STREET CORP	0.25%	380.66K	12.09M	11.49K	+3.11%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.19%	293.76K	9.33M	59.95K	+25.64%
Mar 31, 2024	FRED ALGER MANAGEMENT, LLC	3.01%	4.56M	144.94M	146.33K	+3.31%
Mar 31, 2024	NEXT CENTURY GROWTH INVESTORS LLC	0.84%	1.28M	40.5M	-21.68K	-1.67%
Mar 31, 2024	BLACKROCK INC.	0.82%	1.25M	39.67M	39.58K	+3.27%
Mar 31, 2024	PALISADE CAPITAL MANAGEMENT, LP	0.78%	1.18M	37.55M	5.53K	+0.47%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.64%	975.67K	30.99M	975.67K	+100.00%
Mar 31, 2024	APERTURE INVESTORS, LLC	0.54%	818.23K	25.99M	355.58K	+76.86%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.15%	225.49K	7.16M	-19.58K	-7.99%
Mar 31, 2024	GAGNON SECURITIES LLC	0.14%	218.23K	6.93M	119.2K	+120.37%
Mar 31, 2024	MACQUARIE GROUP LTD	0.14%	207.8K	6.52M	72.61K	+53.71%
Mar 31, 2024	NORTHERN TRUST CORP	0.12%	182.26K	5.79M	-4.07K	-2.18%
Mar 31, 2024	BANQUE PICTET & CIE SA	0.1%	145.66K	4.63M	145.66K	+100.00%
Mar 31, 2024	HILLSDALE INVESTMENT MANAGEMENT INC.	0.09%	142.68K	4.53B	11.3K	+8.60%
Mar 31, 2024	PALOGIC VALUE MANAGEMENT, L.P.	0.09%	140K	4.45M	-35K	-20.00%
Mar 31, 2024	CITIGROUP INC	0.09%	131.75K	4.18M	106.3K	+417.70%
Mar 31, 2024	MERIDIAN WEALTH PARTNERS, LLC	0.08%	125.29K	3.98M	-574	-0.46%
Mar 31, 2024	HERALD INVESTMENT MANAGEMENT LTD	0.08%	120K	3.81M	0	0
Mar 31, 2024	GAGNON ADVISORS, LLC	0.08%	115.59K	3.67M	57.8K	+100.00%
Dec 31, 2023	TENSILE CAPITAL MANAGEMENT LP	3.36%	5.11M	137.79M	-691.91K	-11.92%
Dec 31, 2023	FRED ALGER MANAGEMENT, LLC	2.9%	4.42M	119M	-234.57K	-5.04%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	2.41%	3.67M	98.84M	-299.76K	-7.55%
Dec 31, 2023	LEGACY ADVISORS, LLC	2.13%	3.24M	87.42M	3.04M	+1,516.95%
Dec 31, 2023	CONESTOGA CAPITAL ADVISORS, LLC	1.86%	2.83M	76.31M	452.84K	+19.03%
Dec 31, 2023	JPMORGAN CHASE & CO	1.44%	2.19M	59.06M	-154.22K	-6.57%
Dec 31, 2023	BRYN MAWR CAPITAL MANAGEMENT, LLC	1.05%	1.6M	43M	-1M	-38.52%
Dec 31, 2023	LOOMIS SAYLES & CO L P	0.91%	1.38M	37.28M	1.38M	+100.00%
Dec 31, 2023	TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.89%	1.36M	36.54M	-88.61K	-6.13%
Dec 31, 2023	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0.88%	1.34M	35.97M	-92.94K	-6.51%
Dec 31, 2023	NEXT CENTURY GROWTH INVESTORS LLC	0.85%	1.3M	34.93M	20.79K	+1.63%
Dec 31, 2023	BLACKROCK INC.	0.8%	1.21M	32.58M	255.56K	+26.79%
Dec 31, 2023	PALISADE CAPITAL MANAGEMENT, LP	0.77%	1.18M	31.7M	-87.54K	-6.92%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.57%	859.27K	23.15M	3.11K	+0.36%
Dec 31, 2023	PUTNAM INVESTMENTS LLC	0.55%	834.03K	22.47M	148.96K	+21.74%
Dec 31, 2023	GRANAHAN INVESTMENT MANAGEMENT, LLC	0.44%	663.61K	17.88M	219.3K	+49.36%
Dec 31, 2023	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.41%	627.69K	16.91M	-73.45K	-10.48%
Dec 31, 2023	VISTA EQUITY PARTNERS MANAGEMENT, LLC	0.34%	522.09K	14.07M	522.09K	+100.00%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.34%	518.77K	13.98M	84.06K	+19.34%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.32%	483.34K	13.02M	7.81K	+1.64%
Dec 31, 2023	MORGAN STANLEY	0.32%	483.23K	13.02M	303.17K	+168.37%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.32%	482.43K	13M	-35.2K	-6.80%
Dec 31, 2023	APERTURE INVESTORS, LLC	0.3%	462.64K	12.46M	462.64K	+100.00%
Dec 31, 2023	PIER CAPITAL, LLC	0.26%	387.72K	10.45M	-3.79K	-0.97%
Dec 31, 2023	KENNEDY CAPITAL MANAGEMENT LLC	0.25%	383.33K	10.33M	86.02K	+28.93%
Dec 31, 2023	STATE STREET CORP	0.24%	369.17K	9.95M	26.93K	+7.87%
Dec 31, 2023	KORNITZER CAPITAL MANAGEMENT INC /KS	0.23%	345.26K	9.3M	307.89K	+824.01%
Dec 31, 2023	AXIOM INVESTORS LLC /DE	0.23%	343.47K	9.25M	343.47K	+100.00%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.23%	342.7K	9.23M	62.3K	+22.22%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.21%	318.42K	8.58M	3.61K	+1.15%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.21%	314.28K	8.47M	63.31K	+25.23%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.2%	301.16K	8.11M	131.46K	+77.47%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.19%	288.1K	7.76M	43.17K	+17.63%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.19%	285.9K	7.7M	800	+0.28%
Dec 31, 2023	INVESCO LTD.	0.18%	279.7K	7.54M	-145.49K	-34.22%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.18%	277.88K	7.49M	266.03K	+2,245.20%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.17%	261.71K	7.05M	35.38K	+15.63%
Dec 31, 2023	PEMBROKE MANAGEMENT, LTD	0.17%	260.91K	7.03M	260.91K	+100.00%
Dec 31, 2023	G2 INVESTMENT PARTNERS MANAGEMENT LLC	0.17%	258.77K	6.97M	-10.33K	-3.84%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.17%	252.87K	6.81M	30.19K	+13.56%
Dec 31, 2023	SCHONFELD STRATEGIC ADVISORS LLC	0.16%	248.04K	6.68M	248.04K	+100.00%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.16%	246.97K	6.65M	214.82K	+668.26%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.16%	245.06K	6.6M	-39.77K	-13.96%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.15%	233.81K	6.3M	145.25K	+164.00%
Dec 31, 2023	BESSEMER GROUP INC	0.15%	230.4K	6.21M	230.4K	+100.00%
Dec 31, 2023	NORGES BANK	0.15%	220.89K	5.95M	220.89K	+100.00%
Dec 31, 2023	COMERICA BANK	0.14%	206K	5.55M	-175	-0.08%
Dec 31, 2023	NORTHERN TRUST CORP	0.12%	186.32K	5.02M	17.51K	+10.37%
Dec 31, 2023	PALOGIC VALUE MANAGEMENT, L.P.	0.12%	175K	4.71M	-50K	-22.22%
Dec 31, 2023	VANGUARD GROUP INC	3.65%	5.56M	149.67M	637.08K	+12.95%

VERX Insiders

Among the VERX insiders holding of 7.35% of the stake in company, TENSILE CAPITAL MANAGEMENT LP, 10 percent owner, holds the largest shares of 5.4M. ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001, 10 percent owner, is the second largest VERX insider with ownership of 1.21M shares. ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001, 13(D) GROUP MEMBER, stands third with possession of 782.71K shares of that stake.

Insiders	Designation	Shares Held
TENSILE CAPITAL MANAGEMENT LP	10 percent owner	5.4M
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	10 percent owner	1.21M
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	13(D) GROUP MEMBER	782.71K
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	13(D) GROUP MEMBER	615.07K
DESTEFANO DAVID	PRESIDENT & CEO	293.35K
ANDERSEN ERIC C.	director	83.01K
SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	53.1K
GAYTON BRADLEY M	director	38.19K
ROBERT KEVIN L	director	23.94K
STAMM JOHN RICHARD	director	11.72K
BUTLER LISA	CHIEF ACCOUNTING OFFICER	250
ROWLAND BRYAN T.R.	GENERAL COUNSEL	132
WESTPHAL JEFFREY	See Remarks	0
WESTPHAL JEFFERY	10 percent owner	0
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	13(D) GROUP MEMBER	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 19, 2025	ROWLAND BRYAN T.R.	SALE	36.22	24.25K	878.29K	132
Mar 04, 2025	GAYTON BRADLEY M	PURCHASE	31.82	50	1.59K	38.19K
Jan 23, 2025	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	56.52	18.16K	1.03M	1.21M
Jan 22, 2025	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	56.48	53.84K	3.04M	1.23M
Dec 17, 2024	SCHWAB JOHN R	SALE	53.05	20K	1.06M	53.1K
Dec 12, 2024	WESTPHAL JEFFREY	SALE	53.01	575K	30.48M	0
Dec 11, 2024	DESTEFANO DAVID	SALE	55.04	216.27K	11.9M	293.35K
Dec 10, 2024	DESTEFANO DAVID	SALE	55.52	400	22.21K	293.35K
Dec 10, 2024	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	54.98	61.65K	3.39M	1.28M
Dec 09, 2024	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	55.13	13.35K	735.76K	1.34M
Dec 06, 2024	STAMM JOHN RICHARD	SALE	56.11	3.82K	214.06K	11.72K
Dec 06, 2024	DESTEFANO DAVID	SALE	56.15	16.5K	926.54K	204.03K
Nov 26, 2024	ROWLAND BRYAN T.R.	SALE	55.08	3.02K	166.34K	0
Nov 26, 2024	DESTEFANO DAVID	SALE	55.05	25.61K	1.41M	221.93K
Nov 22, 2024	STAMM JOHN RICHARD	SALE	53.81	2.5K	134.53K	15.54K
Nov 21, 2024	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	53.13	31.03K	1.65M	1.36M
Nov 20, 2024	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	52.16	40.97K	2.14M	1.39M
Nov 18, 2024	DESTEFANO DAVID	SALE	49.55	22.28K	1.1M	293.25K
Nov 15, 2024	DESTEFANO DAVID	SALE	49.57	16.77K	831.27K	315.52K
Nov 14, 2024	DESTEFANO DAVID	SALE	49.61	159.11K	7.89M	332.29K
Nov 11, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	49.50	8.49K	420.05K	782.71K
Nov 11, 2024	WESTPHAL JEFFREY	SALE	48.90	2.49M	121.52M	0
Nov 08, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	52.32	114.87K	6.01M	791.19K
Nov 08, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	52.26	58.78K	3.07M	615.07K
Nov 07, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	51.40	26.65K	1.37M	906.06K
Nov 07, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	51.44	91.22K	4.69M	673.85K
Oct 14, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	40.77	56.42K	2.3M	932.71K
Oct 11, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	40.48	46.1K	1.87M	989.13K
Oct 11, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	40.48	42.77K	1.73M	765.07K
Oct 10, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	39.73	32.63K	1.3M	1.04M
Oct 10, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	39.73	32.41K	1.29M	807.84K
Oct 09, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	41.31	49.11K	2.03M	1.07M
Oct 09, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	41.31	48.96K	2.02M	840.25K
Oct 08, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	41.32	27.73K	1.15M	889.21K
Oct 08, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	41.32	28.03K	1.16M	1.12M
Oct 07, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	41.02	52.71K	2.16M	1.14M
Oct 07, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	41.02	48.14K	1.97M	916.94K
Oct 03, 2024	WESTPHAL JEFFREY	SALE	39.42	1.23M	48.29M	0
Sep 12, 2024	STAMM JOHN RICHARD	SALE	35.44	5K	177.2K	16.64K
Aug 26, 2024	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	37.27	158.9K	5.92M	1.43M
Aug 22, 2024	STAMM JOHN RICHARD	SALE	35.95	16K	575.18K	21.64K
Aug 22, 2024	SCHWAB JOHN R	SALE	35.81	25K	895.15K	53.1K
Aug 20, 2024	ROWLAND BRYAN T.R.	SALE	35.72	8.18K	292.06K	0
Aug 13, 2024	ANDERSEN ERIC C.	SALE	36.52	80.95K	2.96M	83.01K
Jul 23, 2024	WESTPHAL JEFFREY	SALE	37.81	1.5M	56.72M	1.05M
Jun 05, 2024	WESTPHAL JEFFREY	SALE	32.93	1.5M	49.4M	2.55M
Apr 05, 2024	WESTPHAL JEFFREY	SALE	30.05	791.13K	23.77M	1.55M
Mar 27, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.22	30.69K	927.54K	0
Mar 26, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.27	27.13K	821.19K	965.07K
Mar 26, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.23	50.67K	1.53M	30.69K
Mar 25, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.09	47.57K	1.43M	992.2K
Mar 25, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.09	47.52K	1.43M	81.36K
Mar 25, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.03	2.86K	85.85K	1.2M
Mar 21, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.00	100	3K	128.88K
Mar 21, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.00	100	3K	1.04M
Mar 21, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.00	100	3K	1.2M
Mar 20, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.04	10.93K	328.22K	128.98K
Mar 20, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.04	10.96K	329.07K	1.2M
Mar 20, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.04	10.92K	327.94K	1.04M
Mar 19, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.05	30.94K	929.93K	1.05M
Mar 19, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.06	30.95K	930.35K	139.91K
Mar 19, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.06	31.17K	936.91K	1.21M
Mar 18, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.04	6.97K	209.31K	1.24M
Mar 18, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.05	6.91K	207.63K	1.08M
Mar 18, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.05	6.95K	208.94K	170.86K
Mar 14, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.01	8.09K	242.75K	1.09M
Mar 14, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.01	8.54K	256.2K	1.25M
Mar 14, 2024	BUTLER LISA	SALE	29.63	8.29K	245.62K	250
Mar 14, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.01	8.56K	256.8K	177.82K
Mar 13, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.00	1.3K	39K	1.26M
Mar 13, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.00	1.41K	42.36K	186.38K
Mar 13, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.00	1.3K	39.03K	1.1M
Mar 12, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.01	9.75K	292.57K	1.26M
Mar 12, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.01	9.86K	295.87K	187.79K
Mar 12, 2024	DESTEFANO DAVID	SALE	30.00	3.5K	105K	701.36K
Mar 12, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.01	9.73K	291.93K	1.1M
Mar 08, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.14	20.11K	606.13K	1.11M
Mar 08, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.14	19.74K	594.84K	1.27M
Mar 08, 2024	DESTEFANO DAVID	SALE	30.10	12.18K	366.57K	704.86K
Mar 08, 2024	ROWLAND BRYAN T.R.	SALE	29.65	32.2K	954.54K	8.02K
Mar 08, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.14	19.71K	593.87K	197.65K
Mar 07, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.06	19.86K	597.11K	1.13M
Mar 07, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.06	20.01K	601.53K	1.29M
Mar 07, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.06	19.93K	599.07K	217.35K
Mar 06, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.01	10.5K	315.13K	1.31M
Mar 06, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.01	10.5K	315.12K	237.28K
Mar 06, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.01	10.59K	317.8K	1.15M
Mar 05, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.00	8.12K	243.45K	1.32M
Mar 05, 2024	SCHWAB JOHN R	SALE	30.00	10K	300K	53.1K
Mar 05, 2024	STAMM JOHN RICHARD	SALE	29.48	6.5K	191.62K	15.93K
Mar 05, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.01	6.89K	206.71K	247.78K
Mar 05, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.01	6.75K	202.55K	1.16M
Mar 04, 2024	WESTPHAL JEFFREY	SALE	31.55	2.29M	72.3M	2.35M
Mar 04, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.34	255.92K	7.77M	1.33M
Mar 04, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.34	173.39K	5.26M	1.17M
Mar 04, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	32.00	100	3.2K	254.67K
Mar 01, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	33.62	26.69K	897.18K	254.77K
Mar 01, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	33.62	26.61K	894.7K	1.34M
Mar 01, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	33.58	14.08K	472.8K	1.58M
Mar 01, 2024	WESTPHAL JEFFREY	SALE	33.74	124.77K	4.21M	4.64M
Feb 15, 2024	ANDERSEN ERIC C.	SALE	25.88	10K	258.82K	77.31K
Dec 18, 2023	SCHWAB JOHN R	SALE	26.55	25K	663.86K	23.32K
Dec 15, 2023	ROWLAND BRYAN T.R.	SALE	26.86	4.37K	117.34K	0
Dec 15, 2023	STAMM JOHN RICHARD	SALE	26.85	10K	268.48K	22.43K
Dec 15, 2023	DESTEFANO DAVID	SALE	27.16	39.3K	1.07M	429.65K
Dec 15, 2023	ROBERT KEVIN L	SALE	26.86	8.49K	228.13K	23.94K
Dec 13, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.18	11.4K	321.2K	1.6M
Dec 13, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.19	9.3K	262.15K	1.37M
Dec 12, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.91	49.2K	1.42M	1.61M
Dec 12, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.88	42.56K	1.23M	1.37M
Dec 11, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.73	70.82K	2.03M	1.42M
Dec 11, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.72	49.05K	1.41M	1.66M
Dec 08, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.64	36.91K	1.06M	1.49M
Dec 08, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.65	50.23K	1.44M	1.71M
Dec 07, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.69	47.23K	1.36M	1.52M
Dec 07, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.69	39.55K	1.13M	1.76M
Dec 06, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	29.41	21.7K	638.12K	1.8M
Dec 06, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	29.41	22.06K	648.87K	1.57M
Dec 05, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	29.61	26.42K	782.04K	1.82M
Dec 05, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	29.63	36.2K	1.07M	1.59M
Dec 04, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	27.82	18.9K	525.85K	1.63M
Dec 04, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	27.82	15.2K	422.84K	1.85M
Dec 01, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	27.76	75.1K	2.09M	1.65M
Dec 01, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	27.77	79.2K	2.2M	1.86M
Nov 30, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.05	82.36K	2.31M	1.94M
Nov 30, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	27.98	83.4K	2.33M	1.72M
Nov 29, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.89	67K	1.94M	2.02M
Nov 20, 2023	ANDERSEN ERIC C.	SALE	26.24	10K	262.39K	87.31K
Nov 15, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	26.38	39.47K	1.04M	1.81M
Nov 15, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	26.35	50.32K	1.33M	2.09M
Nov 14, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	27.67	45K	1.25M	2.14M
Nov 14, 2023	WESTPHAL JEFFERY	SALE	26.06	1.08M	28.06M	0
Nov 14, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	27.66	45K	1.24M	1.85M
Nov 13, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	27.35	4.68K	128.05K	2.18M
Nov 13, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	27.23	15.53K	422.87K	1.89M
Nov 13, 2023	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	27.35	20K	546.92K	1.59M
Nov 10, 2023	TENSILE CAPITAL MANAGEMENT LP	SALE	27.37	6.93K	189.78K	5.4M
Nov 10, 2023	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	27.17	280K	7.61M	1.61M
Nov 09, 2023	TENSILE CAPITAL MANAGEMENT LP	SALE	27.29	53.48K	1.46M	5.4M
Nov 08, 2023	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	22.72	105.34K	2.39M	1.89M
Nov 07, 2023	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	23.12	157.39K	3.64M	1.99M
Nov 06, 2023	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	22.29	126.16K	2.81M	2.15M
Nov 03, 2023	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	23.36	168.21K	3.93M	2.28M
Nov 02, 2023	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	23.33	79.72K	1.86M	2.45M
Nov 01, 2023	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	23.60	63.2K	1.49M	2.53M
Oct 10, 2023	TENSILE CAPITAL MANAGEMENT LP	SALE	24.55	10K	245.5K	5.66M
Oct 09, 2023	TENSILE CAPITAL MANAGEMENT LP	SALE	23.98	20K	479.6K	5.67M
Oct 06, 2023	TENSILE CAPITAL MANAGEMENT LP	SALE	24.25	120K	2.91M	5.69M
Oct 02, 2023	WESTPHAL JEFFERY	SALE	22.32	1.1M	24.63M	1.08M
Sep 29, 2023	TENSILE CAPITAL MANAGEMENT LP	SALE	23.36	60K	1.4M	5.81M
Aug 28, 2023	STAMM JOHN RICHARD	SALE	22.41	10.69K	239.59K	32.43K
Aug 14, 2023	ANDERSEN ERIC C.	SALE	19.50	15.12K	294.91K	97.31K
Jul 12, 2023	WESTPHAL JEFFERY	SALE	18.90	80.62K	1.52M	5.58M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE501

SALES4.09M25

NET SHARES-4.09M24

SHARES HELD13.66M26

% NET SHARES-129.94%-7.69%

Frequently Asked Questions

VERX Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares3.82

Short Percent Of Float8.56

Shares Outstanding71.70M

Shares Float68.24M

Shares Short6.05M

Short Ratio3.39

8.56%

Short % of Float

3.82%

Short % of Shares Outstanding

Market Insider VERX

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

7.35% Percentage of Shares held by All Insiders

106.12% Percentage of Shares held by All Institutions

114.54% Percentage of Float held by Institutions

358

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2024	INVESCO LTD.	0.18%	275.26K	8.74M	-4.44K	-1.59%
Mar 31, 2024	SWISS NATIONAL BANK	0.07%	101.2K	3.21M	5.2K	+5.42%
Mar 31, 2024	WEISS ASSET MANAGEMENT LP	0.07%	100K	3.18M	100K	+100.00%
Mar 31, 2024	QUADRATURE CAPITAL LTD	0.06%	92.17K	2.93M	18.26K	+24.70%
Mar 31, 2024	JEFFERIES FINANCIAL GROUP INC.	0.06%	85.4K	2.71M	85.4K	+100.00%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.04%	68.04K	1.34M	8.31K	+13.91%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.04%	61.42K	1.95M	-10.09K	-14.11%
Mar 31, 2024	CREDIT SUISSE AG/	0.04%	58.98K	1.87M	872	+1.50%
Mar 31, 2024	TENSILE CAPITAL MANAGEMENT LP	3.13%	4.76M	151.2M	-354.26K	-6.93%
Mar 31, 2024	GRANAHAN INVESTMENT MANAGEMENT, LLC	0.49%	739.3K	23.48M	75.7K	+11.41%
Mar 31, 2024	PEMBROKE MANAGEMENT, LTD	0.61%	927.13K	29.45M	666.22K	+255.35%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.56%	849.15K	26.97M	-10.11K	-1.18%
Mar 31, 2024	FULLER & THALER ASSET MANAGEMENT, INC.	0.54%	826.28K	26.24M	826.28K	+100.00%
Mar 31, 2024	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0.48%	724.04K	23M	-611.03K	-45.77%
Mar 31, 2024	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.47%	712.93K	22.64M	85.24K	+13.58%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.41%	627.59K	19.93M	144.24K	+29.84%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.36%	540.93K	17.18M	22.16K	+4.27%
Mar 31, 2024	VISTA EQUITY PARTNERS MANAGEMENT, LLC	0.31%	473.96K	15.05M	-48.13K	-9.22%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.3%	456.29K	14.49M	456.29K	+100.00%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.3%	453.34K	14.4M	360.88K	+390.31%
Mar 31, 2024	PIER CAPITAL, LLC	0.26%	400.91K	12.73M	13.19K	+3.40%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.25%	379.18K	12.04M	379.18K	+100.00%
Mar 31, 2024	ABRDN PLC	0.25%	377.91K	12M	377.91K	+100.00%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.23%	346.54K	11.01M	58.45K	+20.29%
Mar 31, 2024	KORNITZER CAPITAL MANAGEMENT INC /KS	0.23%	345.26K	10.97M	0	0
Mar 31, 2024	MORGAN STANLEY	0.22%	329.58K	10.47M	-153.65K	-31.80%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.22%	329.38K	10.46M	10.96K	+3.44%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.21%	318.4K	10.11M	32.5K	+11.37%
Mar 31, 2024	CITADEL ADVISORS LLC	0.2%	309.54K	9.83M	195.14K	+170.57%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.2%	309.08K	9.82M	147.82K	+91.66%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.2%	305.68K	9.71M	-8.61K	-2.74%
Mar 31, 2024	CUBIST SYSTEMATIC STRATEGIES, LLC	0.19%	287.92K	9.14M	251.34K	+687.03%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.18%	279.73K	8.88M	-21.43K	-7.12%
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.18%	276.8K	8.79M	-65.9K	-19.23%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.17%	257.8K	8.19M	4.93K	+1.95%
Mar 31, 2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP	0.17%	253K	8.04M	100K	+65.36%
Mar 31, 2024	BESSEMER GROUP INC	0.16%	248.74K	7.9M	18.34K	+7.96%
Mar 31, 2024	KENNEDY CAPITAL MANAGEMENT LLC	0.16%	245.14K	7.79M	-138.19K	-36.05%
Mar 31, 2024	COMERICA BANK	0.15%	230.85K	7.33M	24.85K	+12.06%
Mar 31, 2024	VANGUARD GROUP INC	3.81%	5.79M	183.93M	235.41K	+4.24%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	2.35%	3.57M	113.42M	-97.93K	-2.67%
Mar 31, 2024	CONESTOGA CAPITAL ADVISORS, LLC	1.85%	2.81M	89.14M	-25.79K	-0.91%
Mar 31, 2024	LEGACY ADVISORS, LLC	1.43%	2.16M	68.74M	-1.08M	-33.30%
Mar 31, 2024	JPMORGAN CHASE & CO	1.37%	2.07M	65.86M	-118.49K	-5.41%
Mar 31, 2024	BRYN MAWR CAPITAL MANAGEMENT, LLC	1.05%	1.6M	50.69M	0	0
Mar 31, 2024	LOOMIS SAYLES & CO L P	1.01%	1.53M	48.56M	145.2K	+10.49%
Mar 31, 2024	TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.91%	1.39M	44.05M	30.52K	+2.25%
Mar 31, 2024	AXIOM INVESTORS LLC /DE	0.26%	398.87K	12.67M	55.4K	+16.13%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.26%	388.36K	12.33M	-94.07K	-19.50%
Mar 31, 2024	STATE STREET CORP	0.25%	380.66K	12.09M	11.49K	+3.11%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.19%	293.76K	9.33M	59.95K	+25.64%
Mar 31, 2024	FRED ALGER MANAGEMENT, LLC	3.01%	4.56M	144.94M	146.33K	+3.31%
Mar 31, 2024	NEXT CENTURY GROWTH INVESTORS LLC	0.84%	1.28M	40.5M	-21.68K	-1.67%
Mar 31, 2024	BLACKROCK INC.	0.82%	1.25M	39.67M	39.58K	+3.27%
Mar 31, 2024	PALISADE CAPITAL MANAGEMENT, LP	0.78%	1.18M	37.55M	5.53K	+0.47%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.64%	975.67K	30.99M	975.67K	+100.00%
Mar 31, 2024	APERTURE INVESTORS, LLC	0.54%	818.23K	25.99M	355.58K	+76.86%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.15%	225.49K	7.16M	-19.58K	-7.99%
Mar 31, 2024	GAGNON SECURITIES LLC	0.14%	218.23K	6.93M	119.2K	+120.37%
Mar 31, 2024	MACQUARIE GROUP LTD	0.14%	207.8K	6.52M	72.61K	+53.71%
Mar 31, 2024	NORTHERN TRUST CORP	0.12%	182.26K	5.79M	-4.07K	-2.18%
Mar 31, 2024	BANQUE PICTET & CIE SA	0.1%	145.66K	4.63M	145.66K	+100.00%
Mar 31, 2024	HILLSDALE INVESTMENT MANAGEMENT INC.	0.09%	142.68K	4.53B	11.3K	+8.60%
Mar 31, 2024	PALOGIC VALUE MANAGEMENT, L.P.	0.09%	140K	4.45M	-35K	-20.00%
Mar 31, 2024	CITIGROUP INC	0.09%	131.75K	4.18M	106.3K	+417.70%
Mar 31, 2024	MERIDIAN WEALTH PARTNERS, LLC	0.08%	125.29K	3.98M	-574	-0.46%
Mar 31, 2024	HERALD INVESTMENT MANAGEMENT LTD	0.08%	120K	3.81M	0	0
Mar 31, 2024	GAGNON ADVISORS, LLC	0.08%	115.59K	3.67M	57.8K	+100.00%
Dec 31, 2023	TENSILE CAPITAL MANAGEMENT LP	3.36%	5.11M	137.79M	-691.91K	-11.92%
Dec 31, 2023	FRED ALGER MANAGEMENT, LLC	2.9%	4.42M	119M	-234.57K	-5.04%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	2.41%	3.67M	98.84M	-299.76K	-7.55%
Dec 31, 2023	LEGACY ADVISORS, LLC	2.13%	3.24M	87.42M	3.04M	+1,516.95%
Dec 31, 2023	CONESTOGA CAPITAL ADVISORS, LLC	1.86%	2.83M	76.31M	452.84K	+19.03%
Dec 31, 2023	JPMORGAN CHASE & CO	1.44%	2.19M	59.06M	-154.22K	-6.57%
Dec 31, 2023	BRYN MAWR CAPITAL MANAGEMENT, LLC	1.05%	1.6M	43M	-1M	-38.52%
Dec 31, 2023	LOOMIS SAYLES & CO L P	0.91%	1.38M	37.28M	1.38M	+100.00%
Dec 31, 2023	TIMESSQUARE CAPITAL MANAGEMENT, LLC	0.89%	1.36M	36.54M	-88.61K	-6.13%
Dec 31, 2023	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	0.88%	1.34M	35.97M	-92.94K	-6.51%
Dec 31, 2023	NEXT CENTURY GROWTH INVESTORS LLC	0.85%	1.3M	34.93M	20.79K	+1.63%
Dec 31, 2023	BLACKROCK INC.	0.8%	1.21M	32.58M	255.56K	+26.79%
Dec 31, 2023	PALISADE CAPITAL MANAGEMENT, LP	0.77%	1.18M	31.7M	-87.54K	-6.92%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.57%	859.27K	23.15M	3.11K	+0.36%
Dec 31, 2023	PUTNAM INVESTMENTS LLC	0.55%	834.03K	22.47M	148.96K	+21.74%
Dec 31, 2023	GRANAHAN INVESTMENT MANAGEMENT, LLC	0.44%	663.61K	17.88M	219.3K	+49.36%
Dec 31, 2023	SILVERCREST ASSET MANAGEMENT GROUP LLC	0.41%	627.69K	16.91M	-73.45K	-10.48%
Dec 31, 2023	VISTA EQUITY PARTNERS MANAGEMENT, LLC	0.34%	522.09K	14.07M	522.09K	+100.00%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.34%	518.77K	13.98M	84.06K	+19.34%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.32%	483.34K	13.02M	7.81K	+1.64%
Dec 31, 2023	MORGAN STANLEY	0.32%	483.23K	13.02M	303.17K	+168.37%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.32%	482.43K	13M	-35.2K	-6.80%
Dec 31, 2023	APERTURE INVESTORS, LLC	0.3%	462.64K	12.46M	462.64K	+100.00%
Dec 31, 2023	PIER CAPITAL, LLC	0.26%	387.72K	10.45M	-3.79K	-0.97%
Dec 31, 2023	KENNEDY CAPITAL MANAGEMENT LLC	0.25%	383.33K	10.33M	86.02K	+28.93%
Dec 31, 2023	STATE STREET CORP	0.24%	369.17K	9.95M	26.93K	+7.87%
Dec 31, 2023	KORNITZER CAPITAL MANAGEMENT INC /KS	0.23%	345.26K	9.3M	307.89K	+824.01%
Dec 31, 2023	AXIOM INVESTORS LLC /DE	0.23%	343.47K	9.25M	343.47K	+100.00%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.23%	342.7K	9.23M	62.3K	+22.22%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.21%	318.42K	8.58M	3.61K	+1.15%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.21%	314.28K	8.47M	63.31K	+25.23%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.2%	301.16K	8.11M	131.46K	+77.47%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.19%	288.1K	7.76M	43.17K	+17.63%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.19%	285.9K	7.7M	800	+0.28%
Dec 31, 2023	INVESCO LTD.	0.18%	279.7K	7.54M	-145.49K	-34.22%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.18%	277.88K	7.49M	266.03K	+2,245.20%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.17%	261.71K	7.05M	35.38K	+15.63%
Dec 31, 2023	PEMBROKE MANAGEMENT, LTD	0.17%	260.91K	7.03M	260.91K	+100.00%
Dec 31, 2023	G2 INVESTMENT PARTNERS MANAGEMENT LLC	0.17%	258.77K	6.97M	-10.33K	-3.84%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.17%	252.87K	6.81M	30.19K	+13.56%
Dec 31, 2023	SCHONFELD STRATEGIC ADVISORS LLC	0.16%	248.04K	6.68M	248.04K	+100.00%
Dec 31, 2023	D. E. SHAW & CO., INC.	0.16%	246.97K	6.65M	214.82K	+668.26%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.16%	245.06K	6.6M	-39.77K	-13.96%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.15%	233.81K	6.3M	145.25K	+164.00%
Dec 31, 2023	BESSEMER GROUP INC	0.15%	230.4K	6.21M	230.4K	+100.00%
Dec 31, 2023	NORGES BANK	0.15%	220.89K	5.95M	220.89K	+100.00%
Dec 31, 2023	COMERICA BANK	0.14%	206K	5.55M	-175	-0.08%
Dec 31, 2023	NORTHERN TRUST CORP	0.12%	186.32K	5.02M	17.51K	+10.37%
Dec 31, 2023	PALOGIC VALUE MANAGEMENT, L.P.	0.12%	175K	4.71M	-50K	-22.22%
Dec 31, 2023	VANGUARD GROUP INC	3.65%	5.56M	149.67M	637.08K	+12.95%

VERX Insiders

Insiders	Designation	Shares Held
TENSILE CAPITAL MANAGEMENT LP	10 percent owner	5.4M
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	10 percent owner	1.21M
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	13(D) GROUP MEMBER	782.71K
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	13(D) GROUP MEMBER	615.07K
DESTEFANO DAVID	PRESIDENT & CEO	293.35K
ANDERSEN ERIC C.	director	83.01K
SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	53.1K
GAYTON BRADLEY M	director	38.19K
ROBERT KEVIN L	director	23.94K
STAMM JOHN RICHARD	director	11.72K
BUTLER LISA	CHIEF ACCOUNTING OFFICER	250
ROWLAND BRYAN T.R.	GENERAL COUNSEL	132
WESTPHAL JEFFREY	See Remarks	0
WESTPHAL JEFFERY	10 percent owner	0
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	13(D) GROUP MEMBER	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 19, 2025	ROWLAND BRYAN T.R.	SALE	36.22	24.25K	878.29K	132
Mar 04, 2025	GAYTON BRADLEY M	PURCHASE	31.82	50	1.59K	38.19K
Jan 23, 2025	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	56.52	18.16K	1.03M	1.21M
Jan 22, 2025	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	56.48	53.84K	3.04M	1.23M
Dec 17, 2024	SCHWAB JOHN R	SALE	53.05	20K	1.06M	53.1K
Dec 12, 2024	WESTPHAL JEFFREY	SALE	53.01	575K	30.48M	0
Dec 11, 2024	DESTEFANO DAVID	SALE	55.04	216.27K	11.9M	293.35K
Dec 10, 2024	DESTEFANO DAVID	SALE	55.52	400	22.21K	293.35K
Dec 10, 2024	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	54.98	61.65K	3.39M	1.28M
Dec 09, 2024	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	55.13	13.35K	735.76K	1.34M
Dec 06, 2024	STAMM JOHN RICHARD	SALE	56.11	3.82K	214.06K	11.72K
Dec 06, 2024	DESTEFANO DAVID	SALE	56.15	16.5K	926.54K	204.03K
Nov 26, 2024	ROWLAND BRYAN T.R.	SALE	55.08	3.02K	166.34K	0
Nov 26, 2024	DESTEFANO DAVID	SALE	55.05	25.61K	1.41M	221.93K
Nov 22, 2024	STAMM JOHN RICHARD	SALE	53.81	2.5K	134.53K	15.54K
Nov 21, 2024	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	53.13	31.03K	1.65M	1.36M
Nov 20, 2024	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	52.16	40.97K	2.14M	1.39M
Nov 18, 2024	DESTEFANO DAVID	SALE	49.55	22.28K	1.1M	293.25K
Nov 15, 2024	DESTEFANO DAVID	SALE	49.57	16.77K	831.27K	315.52K
Nov 14, 2024	DESTEFANO DAVID	SALE	49.61	159.11K	7.89M	332.29K
Nov 11, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	49.50	8.49K	420.05K	782.71K
Nov 11, 2024	WESTPHAL JEFFREY	SALE	48.90	2.49M	121.52M	0
Nov 08, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	52.32	114.87K	6.01M	791.19K
Nov 08, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	52.26	58.78K	3.07M	615.07K
Nov 07, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	51.40	26.65K	1.37M	906.06K
Nov 07, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	51.44	91.22K	4.69M	673.85K
Oct 14, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	40.77	56.42K	2.3M	932.71K
Oct 11, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	40.48	46.1K	1.87M	989.13K
Oct 11, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	40.48	42.77K	1.73M	765.07K
Oct 10, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	39.73	32.63K	1.3M	1.04M
Oct 10, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	39.73	32.41K	1.29M	807.84K
Oct 09, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	41.31	49.11K	2.03M	1.07M
Oct 09, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	41.31	48.96K	2.02M	840.25K
Oct 08, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	41.32	27.73K	1.15M	889.21K
Oct 08, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	41.32	28.03K	1.16M	1.12M
Oct 07, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	41.02	52.71K	2.16M	1.14M
Oct 07, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	41.02	48.14K	1.97M	916.94K
Oct 03, 2024	WESTPHAL JEFFREY	SALE	39.42	1.23M	48.29M	0
Sep 12, 2024	STAMM JOHN RICHARD	SALE	35.44	5K	177.2K	16.64K
Aug 26, 2024	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	37.27	158.9K	5.92M	1.43M
Aug 22, 2024	STAMM JOHN RICHARD	SALE	35.95	16K	575.18K	21.64K
Aug 22, 2024	SCHWAB JOHN R	SALE	35.81	25K	895.15K	53.1K
Aug 20, 2024	ROWLAND BRYAN T.R.	SALE	35.72	8.18K	292.06K	0
Aug 13, 2024	ANDERSEN ERIC C.	SALE	36.52	80.95K	2.96M	83.01K
Jul 23, 2024	WESTPHAL JEFFREY	SALE	37.81	1.5M	56.72M	1.05M
Jun 05, 2024	WESTPHAL JEFFREY	SALE	32.93	1.5M	49.4M	2.55M
Apr 05, 2024	WESTPHAL JEFFREY	SALE	30.05	791.13K	23.77M	1.55M
Mar 27, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.22	30.69K	927.54K	0
Mar 26, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.27	27.13K	821.19K	965.07K
Mar 26, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.23	50.67K	1.53M	30.69K
Mar 25, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.09	47.57K	1.43M	992.2K
Mar 25, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.09	47.52K	1.43M	81.36K
Mar 25, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.03	2.86K	85.85K	1.2M
Mar 21, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.00	100	3K	128.88K
Mar 21, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.00	100	3K	1.04M
Mar 21, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.00	100	3K	1.2M
Mar 20, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.04	10.93K	328.22K	128.98K
Mar 20, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.04	10.96K	329.07K	1.2M
Mar 20, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.04	10.92K	327.94K	1.04M
Mar 19, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.05	30.94K	929.93K	1.05M
Mar 19, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.06	30.95K	930.35K	139.91K
Mar 19, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.06	31.17K	936.91K	1.21M
Mar 18, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.04	6.97K	209.31K	1.24M
Mar 18, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.05	6.91K	207.63K	1.08M
Mar 18, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.05	6.95K	208.94K	170.86K
Mar 14, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.01	8.09K	242.75K	1.09M
Mar 14, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.01	8.54K	256.2K	1.25M
Mar 14, 2024	BUTLER LISA	SALE	29.63	8.29K	245.62K	250
Mar 14, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.01	8.56K	256.8K	177.82K
Mar 13, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.00	1.3K	39K	1.26M
Mar 13, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.00	1.41K	42.36K	186.38K
Mar 13, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.00	1.3K	39.03K	1.1M
Mar 12, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.01	9.75K	292.57K	1.26M
Mar 12, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.01	9.86K	295.87K	187.79K
Mar 12, 2024	DESTEFANO DAVID	SALE	30.00	3.5K	105K	701.36K
Mar 12, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.01	9.73K	291.93K	1.1M
Mar 08, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.14	20.11K	606.13K	1.11M
Mar 08, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.14	19.74K	594.84K	1.27M
Mar 08, 2024	DESTEFANO DAVID	SALE	30.10	12.18K	366.57K	704.86K
Mar 08, 2024	ROWLAND BRYAN T.R.	SALE	29.65	32.2K	954.54K	8.02K
Mar 08, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.14	19.71K	593.87K	197.65K
Mar 07, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.06	19.86K	597.11K	1.13M
Mar 07, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.06	20.01K	601.53K	1.29M
Mar 07, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.06	19.93K	599.07K	217.35K
Mar 06, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.01	10.5K	315.13K	1.31M
Mar 06, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.01	10.5K	315.12K	237.28K
Mar 06, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.01	10.59K	317.8K	1.15M
Mar 05, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.00	8.12K	243.45K	1.32M
Mar 05, 2024	SCHWAB JOHN R	SALE	30.00	10K	300K	53.1K
Mar 05, 2024	STAMM JOHN RICHARD	SALE	29.48	6.5K	191.62K	15.93K
Mar 05, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	30.01	6.89K	206.71K	247.78K
Mar 05, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.01	6.75K	202.55K	1.16M
Mar 04, 2024	WESTPHAL JEFFREY	SALE	31.55	2.29M	72.3M	2.35M
Mar 04, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.34	255.92K	7.77M	1.33M
Mar 04, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	30.34	173.39K	5.26M	1.17M
Mar 04, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	32.00	100	3.2K	254.67K
Mar 01, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	SALE	33.62	26.69K	897.18K	254.77K
Mar 01, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	33.62	26.61K	894.7K	1.34M
Mar 01, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	33.58	14.08K	472.8K	1.58M
Mar 01, 2024	WESTPHAL JEFFREY	SALE	33.74	124.77K	4.21M	4.64M
Feb 15, 2024	ANDERSEN ERIC C.	SALE	25.88	10K	258.82K	77.31K
Dec 18, 2023	SCHWAB JOHN R	SALE	26.55	25K	663.86K	23.32K
Dec 15, 2023	ROWLAND BRYAN T.R.	SALE	26.86	4.37K	117.34K	0
Dec 15, 2023	STAMM JOHN RICHARD	SALE	26.85	10K	268.48K	22.43K
Dec 15, 2023	DESTEFANO DAVID	SALE	27.16	39.3K	1.07M	429.65K
Dec 15, 2023	ROBERT KEVIN L	SALE	26.86	8.49K	228.13K	23.94K
Dec 13, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.18	11.4K	321.2K	1.6M
Dec 13, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.19	9.3K	262.15K	1.37M
Dec 12, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.91	49.2K	1.42M	1.61M
Dec 12, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.88	42.56K	1.23M	1.37M
Dec 11, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.73	70.82K	2.03M	1.42M
Dec 11, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.72	49.05K	1.41M	1.66M
Dec 08, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.64	36.91K	1.06M	1.49M
Dec 08, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.65	50.23K	1.44M	1.71M
Dec 07, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.69	47.23K	1.36M	1.52M
Dec 07, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.69	39.55K	1.13M	1.76M
Dec 06, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	29.41	21.7K	638.12K	1.8M
Dec 06, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	29.41	22.06K	648.87K	1.57M
Dec 05, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	29.61	26.42K	782.04K	1.82M
Dec 05, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	29.63	36.2K	1.07M	1.59M
Dec 04, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	27.82	18.9K	525.85K	1.63M
Dec 04, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	27.82	15.2K	422.84K	1.85M
Dec 01, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	27.76	75.1K	2.09M	1.65M
Dec 01, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	27.77	79.2K	2.2M	1.86M
Nov 30, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.05	82.36K	2.31M	1.94M
Nov 30, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	27.98	83.4K	2.33M	1.72M
Nov 29, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	28.89	67K	1.94M	2.02M
Nov 20, 2023	ANDERSEN ERIC C.	SALE	26.24	10K	262.39K	87.31K
Nov 15, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	26.38	39.47K	1.04M	1.81M
Nov 15, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	26.35	50.32K	1.33M	2.09M
Nov 14, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	27.67	45K	1.25M	2.14M
Nov 14, 2023	WESTPHAL JEFFERY	SALE	26.06	1.08M	28.06M	0
Nov 14, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	27.66	45K	1.24M	1.85M
Nov 13, 2023	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	27.35	4.68K	128.05K	2.18M
Nov 13, 2023	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	27.23	15.53K	422.87K	1.89M
Nov 13, 2023	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	27.35	20K	546.92K	1.59M
Nov 10, 2023	TENSILE CAPITAL MANAGEMENT LP	SALE	27.37	6.93K	189.78K	5.4M
Nov 10, 2023	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	27.17	280K	7.61M	1.61M
Nov 09, 2023	TENSILE CAPITAL MANAGEMENT LP	SALE	27.29	53.48K	1.46M	5.4M
Nov 08, 2023	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	22.72	105.34K	2.39M	1.89M
Nov 07, 2023	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	23.12	157.39K	3.64M	1.99M
Nov 06, 2023	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	22.29	126.16K	2.81M	2.15M
Nov 03, 2023	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	23.36	168.21K	3.93M	2.28M
Nov 02, 2023	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	23.33	79.72K	1.86M	2.45M
Nov 01, 2023	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL U/A OF JEFFREY R. WESTPHAL DATED OCTOBER 5, 2001	SALE	23.60	63.2K	1.49M	2.53M
Oct 10, 2023	TENSILE CAPITAL MANAGEMENT LP	SALE	24.55	10K	245.5K	5.66M
Oct 09, 2023	TENSILE CAPITAL MANAGEMENT LP	SALE	23.98	20K	479.6K	5.67M
Oct 06, 2023	TENSILE CAPITAL MANAGEMENT LP	SALE	24.25	120K	2.91M	5.69M
Oct 02, 2023	WESTPHAL JEFFERY	SALE	22.32	1.1M	24.63M	1.08M
Sep 29, 2023	TENSILE CAPITAL MANAGEMENT LP	SALE	23.36	60K	1.4M	5.81M
Aug 28, 2023	STAMM JOHN RICHARD	SALE	22.41	10.69K	239.59K	32.43K
Aug 14, 2023	ANDERSEN ERIC C.	SALE	19.50	15.12K	294.91K	97.31K
Jul 12, 2023	WESTPHAL JEFFERY	SALE	18.90	80.62K	1.52M	5.58M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE501

SALES4.09M25

NET SHARES-4.09M24

SHARES HELD13.66M26

% NET SHARES-129.94%-7.69%

VERX Stock Ownership Breakdown

Vertex, Inc.

VERX Stock Outstanding Shares

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Insider Transaction Summary (6 Months)

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VERX Stock Outstanding Shares

Market Insider VERX

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