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; 229 institutions reported holding it in 13F filings for Q2 2026, worth $859.2M 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 |
|---|---|---|---|---|---|---|---|---|---|
| May 17, 2023 (view filing) | May 15 | 2 days | Butler LisaCHIEF ACCOUNTING OFFICER | SSaleClass A Common Stock | −10.0K | $19.56 | −$195.6K | −97.6%250 after | 10b5-1 |
| Jun 20, 2023 (view filing) | Jun 15 | 5 days | Butler LisaCHIEF ACCOUNTING OFFICER | SSaleClass A Common Stock | −10.0K | $20.90 | −$209.0K | −97.6%250 after | 3 lots10b5-1 |
| Jun 20, 2023 (view filing) | Jun 15 | 5 days | DeStefano DavidPRESIDENT & CEO | SSaleClass A Common Stock | −100.0K | $20.43 | −$2.04M | −27.8%259.1K after | 4 lots10b5-1 |
| Jun 30, 2023 (view filing) | Jun 28 | 2 days | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −800.0K | $18.26 | −$14.6M | −10.9%6.51M after | |
| Jul 5, 2023 (view filing) | Jun 30 | 5 days | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −608.8K | $19.08 | −$11.6M | −31.9%1.30M after | 2 lots |
| Jul 14, 2023 (view filing) | Jul 13-14 | 1 day | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −244.4K | $18.82 | −$4.60M | −4.2%5.58M after | From original2 lots |
| Jul 18, 2023 (view filing) | Jul 14 | 4 days | Butler LisaCHIEF ACCOUNTING OFFICER | SSaleClass A Common Stock | −10.0K | $18.71 | −$187.1K | −97.6%250 after | 10b5-1 |
| Aug 16, 2023 (view filing) | Aug 14 | 2 days | Andersen Eric C.Director | SSaleClass A Common Stock | −15.1K | $19.50 | −$294.9K | −13.4%97.3K after | |
| Aug 30, 2023 (view filing) | Aug 28 | 2 days | Stamm John RichardDirector | SSaleClass A Common Stock | −10.7K | $22.41 | −$239.6K | −24.8%32.4K after | |
| Sep 19, 2023 (view filing) | Jul 12 | 69 days | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −80.6K | $18.90 | −$1.52M | −1.4%5.58M after | Amended |
| Oct 3, 2023 (view filing) | Sep 29 | 4 days | Tensile Capital Management LP10% Owner | SSaleClass A common stock | −60.0K | $23.36 | −$1.40M | −1.0%5.81M after | |
| Oct 4, 2023 (view filing) | Oct 2 | 2 days | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −1.10M | $22.32 | −$24.6M | −50.6%1.08M after | |
| Oct 10, 2023 (view filing) | Oct 6-9 | 4 days | Tensile Capital Management LP10% Owner | SSaleClass A common stock | −140.0K | $24.21 | −$3.39M | −2.4%5.67M after | 2 lots |
| Oct 10, 2023 (view filing) | Oct 10 | Same day | Tensile Capital Management LP10% Owner | SSaleClass A Common Stock | −10.0K | $24.55 | −$245.5K | −0.2%5.66M after | |
| Nov 3, 2023 (view filing) | Nov 1-3 | 2 days | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −311.1K | $23.40 | −$7.28M | −12.0%2.28M after | 3 lots |
| Nov 8, 2023 (view filing) | Nov 6-8 | 2 days | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −388.9K | $22.74 | −$8.84M | −17.1%1.89M after | 3 lots |
| Nov 13, 2023 (view filing) | Nov 9-10 | 4 days | Tensile Capital Management LP10% Owner | SSaleClass A common stock | −260.4K | $26.51 | −$6.90M | −4.6%5.40M after | 3 lots |
| Nov 14, 2023 (view filing) | Nov 10-13 | 4 days | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −300.0K | $27.18 | −$8.15M | −15.9%1.59M after | 2 lots |
| Nov 15, 2023 (view filing) | Nov 13-14 | 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 | −60.5K | $27.55 | −$1.67M | −3.2%1.85M after | 2 lots |
| Nov 15, 2023 (view filing) | Nov 15 | Same day | 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 | +39.5K | $26.38 | +$1.04M | +2.2%1.81M after | |
| Nov 15, 2023 (view filing) | Nov 13-15 | 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 | −100.0K | $26.99 | −$2.70M | −4.6%2.09M after | 3 lots |
| Nov 16, 2023 (view filing) | Nov 14 | 2 days | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −1.90M | $26.06 | −$49.5M | −100.0%0 after | 2 lots |
| Nov 22, 2023 (view filing) | Nov 20 | 2 days | Andersen Eric C.Director | SSaleClass A Common Stock | −10.0K | $26.24 | −$262.4K | −10.3%87.3K after | 10b5-1 |
| Dec 1, 2023 (view filing) | Nov 29-Dec 1 | 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 | −228.6K | $28.20 | −$6.45M | −10.9%1.86M after | 3 lots |
| Dec 4, 2023 (view filing) | Nov 30-Dec 4 | 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 | −177.4K | $27.87 | −$4.94M | −9.8%1.63M after | 3 lots |
| Dec 6, 2023 (view filing) | Dec 4-6 | 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 | −63.3K | $29.11 | −$1.84M | −3.4%1.80M after | 3 lots |
| Dec 7, 2023 (view filing) | Dec 5-7 | 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 | −105.5K | $29.16 | −$3.08M | −6.5%1.52M after | 3 lots |
| Dec 11, 2023 (view filing) | Dec 7-11 | 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 | −138.8K | $28.69 | −$3.98M | −7.7%1.66M after | 3 lots |
| Dec 12, 2023 (view filing) | Dec 8-12 | 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 | −150.3K | $28.75 | −$4.32M | −9.9%1.37M after | 3 lots |
| Dec 14, 2023 (view filing) | Dec 12-13 | 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 | −60.6K | $28.77 | −$1.74M | −3.7%1.60M after | 2 lots |
| Dec 15, 2023 (view filing) | Dec 13 | 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 | −9.30K | $28.19 | −$262.2K | −0.7%1.37M after | |
| Dec 19, 2023 (view filing) | Dec 15 | 4 days | Robert Kevin LDirector | SSaleClass A Common Stock | −8.49K | $26.86 | −$228.1K | −26.2%23.9K after | |
| Dec 19, 2023 (view filing) | Dec 15 | 4 days | Stamm John RichardDirector | SSaleClass A Common Stock | −10.0K | $26.85 | −$268.5K | −30.8%22.4K after | |
| Dec 19, 2023 (view filing) | Dec 15 | 4 days | DeStefano DavidPRESIDENT & CEO | SSaleClass A Common Stock | −39.3K | $27.16 | −$1.07M | −8.4%429.6K after | |
| Dec 19, 2023 (view filing) | Dec 15 | 4 days | Rowland Bryan T.R.GENERAL COUNSEL | SSaleClass A Common Stock | −66.8K | $26.95 | −$1.80M | −100.0%0 after | 2 lots |
| Dec 20, 2023 (view filing) | Dec 18 | 2 days | Schwab John RCHIEF FINANCIAL OFFICER | SSaleClass A Common Stock | −25.0K | $26.55 | −$663.8K | −51.7%23.3K after | 10b5-1 |
| Feb 16, 2024 (view filing) | Feb 15 | 1 day | Andersen Eric C.Director | SSaleClass A Common Stock | −10.0K | $25.88 | −$258.8K | −11.5%77.3K after | 10b5-1 |
| Mar 5, 2024 (view filing) | Mar 1-4 | 4 days | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −2.42M | $31.66 | −$76.5M | −50.7%2.35M after | 2 lots |
| Mar 5, 2024 (view filing) | Mar 1-5 | 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 | −278.1K | $30.50 | −$8.48M | −17.4%1.32M after | 3 lots |
| Mar 5, 2024 (view filing) | Mar 1-5 | 4 days | 2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan10% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −33.7K | $32.88 | −$1.11M | −12.0%247.8K after | 3 lots |
| Mar 5, 2024 (view filing) | Mar 1-5 | 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 | −206.7K | $30.75 | −$6.36M | −15.1%1.16M after | 3 lots |
| Mar 7, 2024 (view filing) | Mar 5 | 2 days | Schwab John RCHIEF FINANCIAL OFFICER | SSaleClass A Common Stock | −10.0K | $30.00 | −$300.0K | −15.8%53.1K after | 10b5-1 |
| Mar 7, 2024 (view filing) | Mar 5 | 2 days | Stamm John RichardDirector | SSaleClass A Common Stock | −6.50K | $29.48 | −$191.6K | −29.0%15.9K after | |
| Mar 8, 2024 (view filing) | Mar 6-8 | 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 | −50.2K | $30.08 | −$1.51M | −3.8%1.27M after | 3 lots |
| Mar 8, 2024 (view filing) | Mar 6-8 | 2 days | 2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan10% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −50.1K | $30.08 | −$1.51M | −20.2%197.6K after | 3 lots |
| Mar 8, 2024 (view filing) | Mar 6-8 | 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 | −50.6K | $30.08 | −$1.52M | −4.4%1.11M after | 3 lots |
| Mar 12, 2024 (view filing) | Mar 8-12 | 4 days | DeStefano DavidPRESIDENT & CEO | SSaleClass A Common Stock | −15.7K | $30.08 | −$471.5K | −2.2%701.4K after | 2 lots |
| Mar 12, 2024 (view filing) | Mar 8 | 4 days | Rowland Bryan T.R.GENERAL COUNSEL | SSaleClass A Common Stock | −32.2K | $29.65 | −$954.6K | −80.1%8.02K after | |
| Mar 14, 2024 (view filing) | Mar 12-14 | 2 days | 2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan10% Owner, Other: 13(D) GROUP MEMBER | SSaleClass A Common Stock | −19.8K | $30.01 | −$595.1K | −10.0%177.8K after | 3 lots |
| Mar 14, 2024 (view filing) | Mar 12-14 | 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 | −19.1K | $30.01 | −$573.7K | −1.7%1.09M after | 3 lots |