Lisa Butler - Net Worth and Insider Trading
Lisa Butler Net Worth
The estimated net worth of Lisa Butler is at least $8,075 dollars as of 2024-05-16. Lisa Butler is the CHIEF ACCOUNTING OFFICER of Vertex Inc and owns about 250 shares of Vertex Inc (VERX) stock worth over $8,075. Details can be seen in Lisa Butler's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Lisa Butler has not made any transactions after 2024-03-14 and currently still holds the listed stock(s).
Transaction Summary of Lisa Butler
Lisa Butler Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Lisa Butler owns 1 companies in total, including Vertex Inc (VERX) .
Click here to see the complete history of Lisa Butler’s form 4 insider trades.
Insider Ownership Summary of Lisa Butler
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| VERX | Vertex Inc | 2024-03-14 | Chief Accounting Officer |
Lisa Butler Latest Holdings Summary
Lisa Butler currently owns a total of 1 stock. Lisa Butler owns 250 shares of Vertex Inc (VERX) as of March 14, 2024, with a value of $8,075.
Latest Holdings of Lisa Butler
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| VERX | Vertex Inc | 2024-03-14 | 250 | 32.30 | 8,075 |
Holding Weightings of Lisa Butler
Lisa Butler Form 4 Trading Tracker
According to the SEC Form 4 filings, Lisa Butler has made a total of 13 transactions in Vertex Inc (VERX) over the past 5 years, including 1 buys and 12 sells. The most-recent trade in Vertex Inc is the sale of 8,290 shares on March 14, 2024, which brought Lisa Butler around $245,633.
Insider Trading History of Lisa Butler
- 1
Lisa Butler Trading Performance
GuruFocus tracks the stock performance after each of Lisa Butler's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Lisa Butler is 2.89%. GuruFocus also compares Lisa Butler's trading performance to market benchmark return within the same time period. The performance of stocks bought by Lisa Butler within 3 months outperforms 1 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Lisa Butler's insider trading performs compared to the benchmark.
Performance of Lisa Butler
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 8.7 | | | | | |
| Relative Return to S&P 500(%) | 1.69 | | | | | |
Lisa Butler Ownership Network
Lisa Butler Owned Company Details
What does Vertex Inc do?
Who are the key executives at Vertex Inc?
Lisa Butler is the Chief Accounting Officer of Vertex Inc. Other key executives at Vertex Inc include director & 10 percent owner Jeffery Westphal , 10 percent owner & other: 13(d) Group Member 2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan , and 10 percent owner & other: 13(d) Group Member Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 .
Vertex Inc (VERX) Insider Trades Summary
Over the past 18 months, Lisa Butler made 8 insider transaction in Vertex Inc (VERX) with a net sale of 74,915. Other recent insider transactions involving Vertex Inc (VERX) include a net sale of 1,342,474 shares made by Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 , a net sale of 1,391,294 shares made by Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001 , and a net sale of 11,265,175 shares made by Jeffery Westphal .
In summary, during the past 3 months, insiders sold 4,361,555 shares of Vertex Inc (VERX) in total and bought 0 shares, with a net sale of 4,361,555 shares. During the past 18 months, 16,386,483 shares of Vertex Inc (VERX) were sold and 0 shares were bought by its insiders, resulting in a net sale of 16,386,483 shares.
Vertex Inc (VERX)'s detailed insider trading history can be found in Insider Trading Tracker table.
Vertex Inc Insider Transactions
Lisa Butler Mailing Address
Above is the net worth, insider trading, and ownership report for Lisa Butler. You might contact Lisa Butler via mailing address: C/o Vertex, Inc., 2301 Renaissance Blvd., King Of Prussia Pa 19406.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
