Vertex, Inc.
VERX- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001806837
No open-market purchases or sales by Vertex, Inc. insiders were filed in the last 90 days; 245 institutions reported holding it in 13F filings for Q2 2026, worth $1.18B in total; no superinvestor holds it.
Open-market trades, last 90 days
Open-market purchases (P) and sales (S) by Vertex, Inc. insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.
- Open-market buys
- 0 filings
- Open-market sells
- 0 filings
- Insiders trading
- 0
- Net value
- $0
- Purchases minus sales
Insider roster
Directors, officers and 10% owners who have filed a Form 4 for Vertex, Inc., current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.
| Name | Title | Last reported holding | Last filing | Filings, past year |
|---|---|---|---|---|
| Saunders Philip Seth | Director | 50,606 | Jun 12, 2026 | 1 |
| Andersen Eric C. | Director | 165,979 | Jun 12, 2026 | 2 |
| Gayton Bradley M | Director | 68,500 | Jun 12, 2026 | 1 |
| Thompson Stefanie Westphal | Director, 10% Owner | 66,995 | Jun 12, 2026 | 1 |
| Radcliffe Amanda Westphal | Director, 10% Owner | 159,030 | Jun 12, 2026 | 1 |
| DeStefano David | Director | 1,271,155 | Jun 12, 2026 | 5 |
| Stamm John Richard | Director | 32,685 | Jun 12, 2026 | 1 |
| Mendola Mark J | Director | 20,965 | Jun 12, 2026 | 1 |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | 1,221,100 | Mar 9, 2026 | 1 |
| Schwab John R | CHIEF FINANCIAL OFFICER | 132,271 | Feb 25, 2026 | 4 |
| Rowland Bryan T.R. | GENERAL COUNSEL | 12,872 | Feb 25, 2026 | 4 |
| Young Christopher David | President and CEO | 60,000Indirect | Feb 25, 2026 | 2 |
| Leib Ryan J | Chief Accounting Officer | 7,423 | Feb 24, 2026 | 3 |
| Westphal Jeffery | Other: See Remarks | 397,740Indirect | Feb 18, 2026 | 1 |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner, Other: 13(D) GROUP MEMBER | 173,074 | Jun 24, 2025 | 0 |
| ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10% Owner, Other: 13(d) Group Member | 600,000 | May 22, 2025 | 0 |
| ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10% Owner, Other: 13(d) Group Member | 400,000 | May 22, 2025 | 0 |
| ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10% Owner, Other: 13(d) Group Member | 300,000 | May 22, 2025 | 0 |
| 2020 Irrevocable Trust For Benefit Of Constance A. Thompson | 10% Owner, Other: 13(d) Group Member | 22,500 | May 22, 2025 | 0 |
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner, Other: 13(D) GROUP MEMBER | 745,706 | Dec 26, 2024 | 0 |
| 2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan | 10% Owner, Other: 13(D) GROUP MEMBER | 0 | Mar 28, 2024 | 0 |
| Butler Lisa | CHIEF ACCOUNTING OFFICER | 250 | Mar 18, 2024 | 0 |
| Robert Kevin L | Director | 23,936 | Dec 19, 2023 | 0 |
| Tensile Capital Management LP | 10% Owner | 5,396,299Indirect | Nov 13, 2023 | 0 |
| Kyle Terrence | Director | 57,429 | Nov 12, 2021 | 0 |
Insider trades
Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jun 1, 2026 (view filing) | May 28 | 4 days | DeStefano DavidDirector | SSaleClass A Common Stock | −6.46K | $12.75 | −$82.4K | −3.2%197.6K after | |
| Mar 9, 2026 (view filing) | Mar 9 | Same day | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner | PPurchaseClass A Common Stock | −10.0K | $15.05 | −$150.5K | −0.8%1.22M after | |
| Feb 25, 2026 (view filing) | Feb 23 | 2 days | Young Christopher DavidPresident and CEO | PPurchaseClass A Common Stock | +60.0K | $12.18 | +$730.8K | New position60.0K after | |
| Feb 23, 2026 (view filing) | Feb 20 | 3 days | Andersen Eric C.Director | PPurchaseClass A Common Stock | +40.0K | $12.91 | +$516.4K | +36.3%150.3K after | |
| Feb 18, 2026 (view filing) | Feb 13-17 | 5 days | Westphal JefferyOther: See Remarks | PPurchaseClass A Common Stock | +397.7K | $12.87 | +$5.12M | New position397.7K after | 2 lots |
| Jun 24, 2025 (view filing) | Jun 20-24 | 4 days | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −23.8K | $35.19 | −$836.4K | −12.1%173.1K after | 3 lots |
| Jun 18, 2025 (view filing) | Jun 16-18 | 2 days | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −381.2K | $36.59 | −$13.9M | −65.9%196.8K after | 3 lots |
| Jun 11, 2025 (view filing) | Jun 9 | 2 days | Westphal JefferyOther: See Remarks | SSaleClass A Common Stock | −3.00M | $38.45 | −$115.3M | −100.0%0 after | 3 lots |
| May 14, 2025 (view filing) | May 13 | 1 day | Leib Ryan JChief Accounting Officer | SSaleClass A Common Stock | −5.75K | $38.00 | −$218.7K | −100.0%0 after | |
| May 14, 2025 (view filing) | May 12-13 | 2 days | DeStefano DavidPRESIDENT & CEO | SSaleClass A Common Stock | −472.5K | $37.41 | −$17.7M | −30.7%1.07M after | 5 lots |
| Mar 21, 2025 (view filing) | Mar 19 | 2 days | Rowland Bryan T.R.GENERAL COUNSEL | SSaleClass A Common Stock | −43.2K | $35.98 | −$1.56M | −99.7%132 after | 2 lots10b5-1 |
| Mar 4, 2025 (view filing) | Mar 4 | Same day | Gayton Bradley MDirector | PPurchaseClass A Common Stock | +9.40K | $31.85 | +$299.4K | +24.6%47.5K after | 2 lots |
| Jan 23, 2025 (view filing) | Jan 22-23 | 1 day | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner | SSaleClass A Common Stock | −72.0K | $56.49 | −$4.07M | −5.6%1.21M after | 2 lots |
| Dec 18, 2024 (view filing) | Dec 17 | 1 day | Schwab John RCHIEF FINANCIAL OFFICER | SSaleClass A Common Stock | −20.0K | $53.05 | −$1.06M | −27.4%53.1K after | |
| Dec 16, 2024 (view filing) | Dec 12 | 4 days | Westphal JefferyOther: See Remarks | SSaleClass A Common Stock | −575.0K | $53.01 | −$30.5M | −100.0%0 after | |
| Dec 12, 2024 (view filing)6:14 PM ET | Dec 10-11 | 2 days | DeStefano DavidPRESIDENT & CEO | SSaleClass A Common Stock | −381.1K | $55.04 | −$21.0M | −56.5%293.3K after | 3 lots |
| Dec 11, 2024 (view filing) | Dec 9-10 | 2 days | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner | SSaleClass A Common Stock | −75.0K | $55.01 | −$4.13M | −5.5%1.28M after | 2 lots |
| Dec 10, 2024 (view filing) | Dec 6 | 4 days | Stamm John RichardDirector | SSaleClass A Common Stock | −3.81K | $56.11 | −$214.1K | −24.6%11.7K after | |
| Dec 10, 2024 (view filing) | Dec 6 | 4 days | DeStefano DavidPRESIDENT & CEO | SSaleClass A Common Stock | −17.9K | $56.09 | −$1.00M | −8.1%204.0K after | 2 lots |
| Nov 27, 2024 (view filing) | Nov 26 | 1 day | Rowland Bryan T.R.GENERAL COUNSEL | SSaleClass A Common Stock | −3.02K | $55.08 | −$166.3K | −100.0%0 after | |
| Nov 27, 2024 (view filing) | Nov 26 | 1 day | DeStefano DavidPRESIDENT & CEO | SSaleClass A Common Stock | −25.6K | $55.05 | −$1.41M | −10.3%221.9K after | |
| Nov 27, 2024 (view filing) | Nov 22 | 5 daysLate | Stamm John RichardDirector | SSaleClass A Common Stock | −2.50K | $53.81 | −$134.5K | −13.9%15.5K after | |
| Nov 21, 2024 (view filing) | Nov 20-21 | 1 day | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner | SSaleClass A Common Stock | −72.0K | $52.58 | −$3.79M | −5.0%1.36M after | 2 lots |
| Nov 18, 2024 (view filing) | Nov 14-18 | 4 days | DeStefano DavidPRESIDENT & CEO | SSaleClass A Common Stock | −198.2K | $49.60 | −$9.83M | −40.3%293.2K after | 3 lots |
| Nov 13, 2024 (view filing) | Nov 11 | 2 days | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −2.48M | $48.90 | −$121.5M | −100.0%0 after | |
| Nov 12, 2024 (view filing) | Nov 7-11 | 5 days | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −150.0K | $52.00 | −$7.80M | −16.1%782.7K after | 3 lots |
| Nov 12, 2024 (view filing) | Nov 7-8 | 5 days | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −150.0K | $51.76 | −$7.76M | −19.6%615.1K after | 2 lots |
| Oct 15, 2024 (view filing) | Oct 10-14 | 5 days | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −135.1K | $40.42 | −$5.46M | −12.7%932.7K after | 3 lots |
| Oct 15, 2024 (view filing) | Oct 10-11 | 5 days | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −75.2K | $40.16 | −$3.02M | −8.9%765.1K after | 2 lots |
| Oct 9, 2024 (view filing) | Oct 7-9 | 2 days | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −129.9K | $41.19 | −$5.35M | −10.8%1.07M after | 3 lots |
| Oct 9, 2024 (view filing) | Oct 7-9 | 2 days | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −124.8K | $41.20 | −$5.14M | −12.9%840.2K after | 3 lots |
| Oct 7, 2024 (view filing) | Oct 3 | 4 days | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −1.23M | $39.42 | −$48.3M | −100.0%0 after | |
| Sep 16, 2024 (view filing) | Sep 12 | 4 days | Stamm John RichardDirector | SSaleClass A Common Stock | −10.0K | $35.43 | −$354.3K | −37.5%16.6K after | 2 lots |
| Aug 27, 2024 (view filing) | Aug 26 | 1 day | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner | SSaleClass A Common Stock | −158.9K | $37.27 | −$5.92M | −10.0%1.43M after | |
| Aug 26, 2024 (view filing) | Aug 22 | 4 days | Schwab John RCHIEF FINANCIAL OFFICER | SSaleClass A Common Stock | −25.0K | $35.81 | −$895.3K | −32.0%53.1K after | |
| Aug 26, 2024 (view filing) | Aug 22 | 4 days | Stamm John RichardDirector | SSaleClass A Common Stock | −16.0K | $35.95 | −$575.2K | −42.5%21.6K after | |
| Aug 22, 2024 (view filing) | Aug 20 | 2 days | Rowland Bryan T.R.GENERAL COUNSEL | SSaleClass A Common Stock | −38.2K | $35.71 | −$1.36M | −100.0%0 after | 2 lots |
| Aug 15, 2024 (view filing) | Aug 13 | 2 days | Andersen Eric C.Director | SSaleClass A Common Stock | −140.0K | $36.22 | −$5.07M | −62.8%83.0K after | 2 lots |
| Jul 24, 2024 (view filing) | Jul 23 | 1 day | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −1.50M | $37.81 | −$56.7M | −58.7%1.05M after | |
| Jun 7, 2024 (view filing) | Jun 5 | 2 days | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −1.50M | $32.93 | −$49.4M | −37.0%2.55M after | |
| Apr 9, 2024 (view filing) | Apr 5 | 4 days | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −791.1K | $30.05 | −$23.8M | −33.7%1.55M after | |
| Mar 28, 2024 (view filing) | Mar 26-27 | 2 days | 2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan10% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −81.4K | $30.23 | −$2.46M | −100.0%0.29 after | 2 lots |
| Mar 28, 2024 (view filing) | Mar 26 | 2 days | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −27.1K | $30.27 | −$821.2K | −2.7%965.1K after | |
| Mar 25, 2024 (view filing) | Mar 21-25 | 4 days | 2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan10% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −47.6K | $30.09 | −$1.43M | −36.9%81.4K after | 2 lots |
| Mar 25, 2024 (view filing) | Mar 21-25 | 4 days | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −2.96K | $30.03 | −$88.9K | −0.2%1.20M after | 2 lots |
| Mar 25, 2024 (view filing) | Mar 21-25 | 4 days | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −47.7K | $30.09 | −$1.43M | −4.6%992.2K after | 2 lots |
| Mar 20, 2024 (view filing) | Mar 18-20 | 2 days | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −49.1K | $30.05 | −$1.48M | −3.9%1.20M after | 3 lots |
| Mar 20, 2024 (view filing) | Mar 18-20 | 2 days | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −48.8K | $30.05 | −$1.47M | −4.5%1.04M after | 3 lots |
| Mar 20, 2024 (view filing) | Mar 18-20 | 2 days | 2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan10% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −48.8K | $30.05 | −$1.47M | −27.5%129.0K after | 3 lots |
| Mar 18, 2024 (view filing) | Mar 14 | 4 days | Butler LisaCHIEF ACCOUNTING OFFICER | SSaleClass A Common Stock | −8.29K | $29.63 | −$245.6K | −97.1%250 after |