Vertex, Inc.

LSE:0A3L Stock Report

Market Cap: US$5.6b

Vertex Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

LSE:0A3L Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
05 Jun 24SellUS$49,395,000Jeffrey WestphalIndividual1,500,000US$32.93
05 Apr 24SellUS$23,773,547Jeffrey WestphalIndividual791,133US$30.05
27 Mar 24SellUS$2,459,469Nicholas ShuhanIndividual81,361US$30.23
26 Mar 24SellUS$821,192Second Irrevocable TrustCompany27,128US$30.27
25 Mar 24SellUS$1,434,554Second Irrevocable TrustCompany47,671US$30.09
25 Mar 24SellUS$88,847Jacob WestphalIndividual2,959US$30.03
25 Mar 24SellUS$1,433,032Nicholas ShuhanIndividual47,622US$30.09
20 Mar 24SellUS$1,467,506Nicholas ShuhanIndividual48,834US$30.06
20 Mar 24SellUS$1,465,491Second Irrevocable TrustCompany48,768US$30.05
20 Mar 24SellUS$1,475,294Jacob WestphalIndividual49,095US$30.06
14 Mar 24SellUS$595,025Nicholas ShuhanIndividual19,829US$30.01
14 Mar 24SellUS$573,713Second Irrevocable TrustCompany19,118US$30.01
14 Mar 24SellUS$587,774Jacob WestphalIndividual19,587US$30.01
14 Mar 24SellUS$245,616Lisa ButlerIndividual8,290US$29.63
12 Mar 24SellUS$471,569David DeStefanoIndividual15,677US$30.10
08 Mar 24SellUS$1,511,508Jacob WestphalIndividual50,246US$30.14
08 Mar 24SellUS$1,508,059Nicholas ShuhanIndividual50,133US$30.14
08 Mar 24SellUS$1,521,035Second Irrevocable TrustCompany50,566US$30.14
05 Mar 24SellUS$8,482,150Jacob WestphalIndividual278,113US$33.58
05 Mar 24SellUS$1,107,085Nicholas ShuhanIndividual33,673US$33.62
05 Mar 24SellUS$6,358,541Second Irrevocable TrustCompany206,749US$33.62
05 Mar 24SellUS$191,620J. StammIndividual6,500US$29.48
04 Mar 24SellUS$76,508,231Jeffrey WestphalIndividual2,416,307US$33.74
15 Feb 24SellUS$258,823Eric AndersenIndividual10,000US$25.88
15 Dec 23SellUS$228,133Kevin RobertIndividual8,494US$26.86
15 Dec 23SellUS$268,483J. StammIndividual10,000US$26.85
15 Dec 23SellUS$1,067,199David DeStefanoIndividual39,300US$27.16
15 Dec 23SellUS$117,338Bryan T. RowlandIndividual4,369US$26.86
13 Dec 23SellUS$1,743,599Jacob WestphalIndividual60,599US$28.91
13 Dec 23SellUS$262,146Second Irrevocable TrustCompany9,300US$28.19
12 Dec 23SellUS$4,320,293Second Irrevocable TrustCompany150,284US$28.88
11 Dec 23SellUS$3,982,587Jacob WestphalIndividual138,829US$28.72
07 Dec 23SellUS$3,076,432Second Irrevocable TrustCompany105,490US$29.63
06 Dec 23SellUS$1,843,002Jacob WestphalIndividual63,311US$29.61
04 Dec 23SellUS$4,944,645Second Irrevocable TrustCompany177,400US$27.98
01 Dec 23SellUS$6,445,215Jacob WestphalIndividual228,555US$28.89
20 Nov 23SellUS$262,391Eric AndersenIndividual10,000US$26.24
15 Nov 23SellUS$2,698,937Jacob WestphalIndividual100,000US$27.67
15 Nov 23SellUS$2,708,751Second Irrevocable TrustCompany100,000US$27.66
14 Nov 23SellUS$49,488,592Jeffrey WestphalIndividual1,899,025US$26.06
13 Nov 23SellUS$8,154,858Second Irrevocable TrustCompany300,000US$27.35
10 Nov 23SellUS$6,903,362Tensile Capital Management LPCompany260,418US$27.37
08 Nov 23SellUS$8,843,493Second Irrevocable TrustCompany388,879US$23.12
03 Nov 23SellUS$7,279,714Second Irrevocable TrustCompany311,121US$23.60
10 Oct 23SellUS$3,635,100Tensile Capital Management LPCompany150,000US$24.55
02 Oct 23SellUS$24,629,562Jeffrey WestphalIndividual1,103,475US$22.32
29 Sep 23SellUS$1,401,600Tensile Capital Management LPCompany60,000US$23.36
28 Aug 23SellUS$239,592J. StammIndividual10,691US$22.41
14 Aug 23SellUS$294,908Eric AndersenIndividual15,121US$19.50
14 Jul 23SellUS$6,122,452Jeffrey WestphalIndividual325,000US$18.91

Insider Trading Volume

Insider Buying: 0A3L insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of 0A3L?
Owner TypeNumber of SharesOwnership Percentage
Private Companies16,409,40510.5%
Institutions57,255,42836.5%
Individual Insiders83,173,22253%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.3%.

Top Shareholders

Top 25 shareholders own 87.95% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
21.5%
Amanda Radcliffe
33,267,767US$1.2b0.02%no data
21.3%
Stefanie Thompson
32,980,935US$1.2b0.02%no data
8.87%
Second Irrevocable Trust
13,758,300US$496.0m35.3%no data
7.5%
Jeffrey Westphal
11,635,822US$419.5m-16.5%no data
3.73%
The Vanguard Group, Inc.
5,791,215US$208.8m4.24%no data
3.07%
Tensile Capital Management LP
4,760,550US$171.6m-6.93%19.11%
2.94%
Fred Alger Management, LLC
4,563,457US$164.5m3.31%0.74%
2.3%
Neuberger Berman Investment Advisers LLC
3,571,121US$128.7m-2.67%0.1%
1.81%
Conestoga Capital Advisors, LLC
2,806,830US$101.2m-0.91%1.52%
1.71%
Callum W. Radcliffe U/A Of Amanda W. Radcliffe Trust
2,647,437US$95.4m0%no data
1.4%
Legacy Advisors, LLC
2,164,221US$78.0m-33.3%9.2%
1.28%
Andrea Schmerin
1,983,968US$71.5m0%no data
1.25%
Mackenzie Lucas
1,941,750US$70.0m0%no data
1.25%
JP Morgan Asset Management
1,941,496US$70.0m-7.11%0.01%
1.03%
Bryn Mawr Capital Management, LLC
1,596,000US$57.5m0%3.02%
0.99%
Loomis Sayles & Company, L.P.
1,528,954US$55.1m10.5%0.07%
0.89%
TimesSquare Capital Management, LLC
1,386,848US$50.0m2.25%0.7%
0.82%
Next Century Growth Investors LLC
1,275,087US$46.0m-1.67%3.96%
0.81%
BlackRock, Inc.
1,248,918US$45.0m3.27%no data
0.76%
Palisade Capital Management, LP
1,182,340US$42.6m0.47%1.27%
0.63%
Putnam LLC
975,670US$35.2m17%0.04%
0.6%
Pembroke Management Ltd.
927,129US$33.4m255%2.5%
0.55%
Janus Henderson Group plc
849,154US$30.6m-1.18%0.01%
0.53%
Fuller & Thaler Asset Management, Inc.
826,280US$29.8m0%0.13%
0.53%
Aperture Investors, LLC
818,225US$29.5m76.9%1.8%
Simply Wall St™
Simply Wall Street Pty Ltd
Level 7, 320 Pitt Street, Sydney
Download on the App StoreGet it on Google Play
Popular Markets
USAUUKINCAZA
About UsCareersPlansLogin
Help CenterLatest CoveragePodcastsAffiliate ProgramBusiness & Enterprise
Financial Services GuideTerms and ConditionsPrivacy PolicyLogos provided by Clearbit
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.