Lisa Butler's Insider Trades & SAST Disclosures
Lisa Butler's most recent trade in Vertex Inc - Ordinary Shares Class A was a trade of 8,290 Class A Common Stock done at an average price of $29.6 . Disclosure was reported to the exchange on March 14, 2024.
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| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Sale of securities on an exchange or to another person at price $ 29.63 per share. | 14 Mar 2024 | 8,290 | 250 | - | 29.6 | 245,616 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 Mar 2024 | 576 | 577 | - | - | Restricted Stock Units | |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 Mar 2024 | 576 | 8,705 | - | 0 | Class A Common Stock | |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Payment of exercise price or tax liability using portion of securities received from the company at price $ 33.55 per share. | 01 Mar 2024 | 165 | 8,540 | - | 33.6 | 5,536 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Butler Lisa | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 23 Feb 2024 | 6,854 | 10,072 | - | 0 | Class A Common Stock | |
| Vertex Inc - Ordinary Shar... | Butler Lisa | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 23 Feb 2024 | 6,854 | 20,564 | - | - | Restricted Stock Units | |
| Vertex Inc - Ordinary Shar... | Butler Lisa | CHIEF ACCOUNTING OFFICER | Payment of exercise price or tax liability using portion of securities received from the company at price $ 24.71 per share. | 23 Feb 2024 | 1,943 | 8,129 | - | 24.7 | 48,012 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 13 Feb 2024 | 4,484 | 8,969 | - | - | Restricted Stock Units | |
| Vertex Inc - Ordinary Shar... | Butler Lisa | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 13 Feb 2024 | 4,484 | 4,734 | - | 0 | Class A Common Stock | |
| Vertex Inc - Ordinary Shar... | Butler Lisa | CHIEF ACCOUNTING OFFICER | Payment of exercise price or tax liability using portion of securities received from the company at price $ 26.58 per share. | 13 Feb 2024 | 1,516 | 3,218 | - | 26.6 | 40,295 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Sale of securities on an exchange or to another person at price $ 18.71 per share. | 14 Jul 2023 | 10,000 | 250 | - | 18.7 | 187,059 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 14 Jul 2023 | 10,000 | 30,946 | - | - | Stock Option | |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 2.50 per share. | 14 Jul 2023 | 10,000 | 10,250 | - | 2.5 | 25,000 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 2.50 per share. | 15 Jun 2023 | 10,000 | 10,250 | - | 2.5 | 25,000 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Jun 2023 | 10,000 | 40,946 | - | - | Stock Option | |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Sale of securities on an exchange or to another person at price $ 20.52 per share. | 15 Jun 2023 | 5,500 | 4,750 | - | 20.5 | 112,847 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Sale of securities on an exchange or to another person at price $ 21.21 per share. | 15 Jun 2023 | 3,900 | 850 | - | 21.2 | 82,704 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Sale of securities on an exchange or to another person at price $ 22.31 per share. | 15 Jun 2023 | 600 | 250 | - | 22.3 | 13,385 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 May 2023 | 10,000 | 50,946 | - | - | Stock Option | |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 2.50 per share. | 15 May 2023 | 10,000 | 10,250 | - | 2.5 | 25,000 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Sale of securities on an exchange or to another person at price $ 19.56 per share. | 15 May 2023 | 10,000 | 250 | - | 19.6 | 195,648 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Apr 2023 | 10,000 | 60,946 | - | - | Stock Option | |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 2.50 per share. | 17 Apr 2023 | 10,000 | 10,250 | - | 2.5 | 25,000 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Sale of securities on an exchange or to another person at price $ 22.45 per share. | 17 Apr 2023 | 10,000 | 250 | - | 22.4 | 224,480 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2023 | 10,000 | 70,946 | - | - | Stock Option | |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 2.50 per share. | 15 Mar 2023 | 10,000 | 10,250 | - | 2.5 | 25,000 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Sale of securities on an exchange or to another person at price $ 18.09 per share. | 15 Mar 2023 | 10,000 | 250 | - | 18.1 | 180,910 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 2.50 per share. | 08 Mar 2023 | 20,000 | 23,144 | - | 2.5 | 50,000 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 08 Mar 2023 | 20,000 | 80,946 | - | - | Stock Option | |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Sale of securities on an exchange or to another person at price $ 16.41 per share. | 08 Mar 2023 | 20,000 | 3,144 | - | 16.4 | 328,170 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Sale of securities on an exchange or to another person at price $ 16.50 per share. | 08 Mar 2023 | 2,894 | 250 | - | 16.5 | 47,751 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Sale of securities on an exchange or to another person at price $ 15.29 per share. | 06 Mar 2023 | 763 | 3,144 | - | 15.3 | 11,666 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 Mar 2023 | 1,153 | 1,153 | - | - | Restricted Stock Units | |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 Mar 2023 | 1,153 | 4,297 | - | 0 | Class A Common Stock | |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Payment of exercise price or tax liability using portion of securities received from the company at price $ 15.60 per share. | 01 Mar 2023 | 390 | 3,907 | - | 15.6 | 6,084 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 23 Feb 2023 | 27,418 | 27,418 | - | - | Restricted Stock Units | |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Sale of securities on an exchange or to another person at price $ 15.04 per share. | 21 Feb 2023 | 2,968 | 3,144 | - | 15.0 | 44,639 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Feb 2023 | 4,484 | 7,628 | - | 0 | Class A Common Stock | |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Feb 2023 | 4,484 | 13,453 | - | - | Restricted Stock Units | |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Payment of exercise price or tax liability using portion of securities received from the company at price $ 14.21 per share. | 10 Feb 2023 | 1,516 | 6,112 | - | 14.2 | 21,542 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Sale of securities on an exchange or to another person at price $ 14.55 per share. | 13 Sep 2022 | 25,000 | 25,937 | - | 14.5 | 363,683 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 13 Sep 2022 | 25,000 | 100,946 | - | - | Stock Option | |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Exercise or conversion of derivative security received from the company (such as an option) at price $ 2.50 per share. | 13 Sep 2022 | 25,000 | 50,937 | - | 2.5 | 62,500 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Sale of securities on an exchange or to another person at price $ 14.68 per share. | 13 Sep 2022 | 22,793 | 3,144 | - | 14.7 | 334,715 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Sale of securities on an exchange or to another person at price $ 9.68 per share. | 13 Jun 2022 | 34,968 | 41,314 | - | 9.7 | 338,375 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Sale of securities on an exchange or to another person at price $ 9.61 per share. | 13 Jun 2022 | 15,387 | 25,937 | - | 9.6 | 147,894 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Sale of securities on an exchange or to another person at price $ 13.00 per share. | 16 Mar 2022 | 20,000 | 76,292 | - | 13 | 260,000 | Class A Common Stock |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Feb 2022 | 17,937 | 17,937 | - | - | Restricted Stock Units | |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2021 | 2,680 | 2,680 | - | - | Stock Option | |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2021 | 2,306 | 2,306 | - | - | Restricted Stock Units | |
| Vertex Inc - Ordinary Shar... | Lisa Butler | CHIEF ACCOUNTING OFFICER | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Mar 2021 | 53 | 96,292 | - | 0 | Class A Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges