| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Chief Accounting Officer | Chief Accounting Officer
1 company
Lisa Butler last filed a Form 4 in March 2024, as Chief Accounting Officer at VERX. Lisa Butler's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Our model assigns Lisa Butler a below-average insider score of 35/100, based on 14 past trades. Over a 12-month horizon, 7.1% of those trades were profitable, with an average 12-month return of -57.6%.
At the last filing, the largest reported position was 250 shares of VERX. The VERX filings lean toward selling, a net 284,169 shares.
Lisa Butler has 21 Form 4 filings on record from July 2020 to March 2024, all as Chief Accounting Officer at Vertex (VERX), 2020–2024.
The 43 reported transactions were 18 open-market sales, 13 option exercises, 6 tax withholdings and 4 option or other derivative awards, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 1 purchase worth about $55K and 13 sales worth about $4.7M.
The only open-market purchase was 2,894 shares of VERX at an average $19.00 on July 31, 2020, about $55K.
The largest open-market sale was 84,000 shares of VERX at an average $18.82 on June 9, 2021, about $1.6M. Twelve months later VERX was down 42%.
4 of the 5 sales since April 2023 were made under a Rule 10b5-1 trading plan; the other was not.
Shares as reported in the last Form 4 for each company; the most recent is from March 2024. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 14, 2024 | VERX Vertex, Inc. | Chief Accounting Officer | Sell | 8,290 | $29.63 | $245,616.12 | -97.1% | +17.3% | +12.3% | |
| Jul 14, 2023 | VERX Vertex, Inc. | Chief Accounting Officer | Sale+OE10b5-1 | 10,000 | $18.71 | $187,059.00 | -97.6% | +25.0% | +97.4% | |
| Jun 15, 2023 | VERX Vertex, Inc. | Chief Accounting Officer | Sale+OE10b5-1 | 10,000 | $20.89 | $208,935.57 | -97.6% | +3.1% | +75.0% | |
| May 15, 2023 | VERX Vertex, Inc. | Chief Accounting Officer | Sale+OE10b5-1 | 10,000 | $19.56 | $195,648.00 | -97.6% | +0.1% | +60.9% | |
| Apr 17, 2023 | VERX Vertex, Inc. | Chief Accounting Officer | Sale+OE10b5-1 | 10,000 | $22.45 | $224,480.00 | -97.6% | -12.0% | +33.2% | |
| Mar 15, 2023 | VERX Vertex, Inc. | Chief Accounting Officer | Sale+OE | 10,000 | $18.09 | $180,910.00 | -97.6% | +22.5% | +61.4% | |
| Mar 8, 2023 | VERX Vertex, Inc. | Chief Accounting Officer | Sale+OE | 22,894 | $16.42 | $375,921.00 | -98.9% | +17.1% | +60.7% | |
| Mar 6, 2023 | VERX Vertex, Inc. | Chief Accounting Officer | Sell | 763 | $15.29 | $11,666.27 | -19.5% | +43.2% | +99.6% | |
| Feb 21, 2023 | VERX Vertex, Inc. | Chief Accounting Officer | Sell | 2,968 | $15.04 | $44,638.72 | -48.6% | +46.7% | +63.6% | |
| Sep 13, 2022 | VERX Vertex, Inc. | Chief Accounting Officer | Sale+OE | 47,793 | $14.61 | $698,397.71 | -93.8% | +9.7% | +42.2% |