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 |
| May 17, 2023 (view filing) | May 15 | 2 days | Schwab John RCHIEF FINANCIAL OFFICER | SSaleClass A Common Stock | −30.0K | $19.61 | −$588.3K | −56.3%23.3K after | 10b5-1 |
| Apr 21, 2023 (view filing) | Apr 19-21 | 2 days | Tensile Capital Management LP10% Owner | SSaleClass A common stock | −103.5K | $22.46 | −$2.33M | −1.7%5.87M after | 3 lots |
| Apr 19, 2023 (view filing) | Apr 17 | 2 days | Butler LisaCHIEF ACCOUNTING OFFICER | SSaleClass A Common Stock | −10.0K | $22.45 | −$224.5K | −97.6%250 after | 10b5-1 |
| Apr 7, 2023 (view filing) | Apr 5 | 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 | −18.8K | $21.33 | −$400.6K | −15.8%100.0K after | |
| Apr 7, 2023 (view filing) | Apr 5 | 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 | −18.8K | $21.33 | −$400.6K | −15.8%100.0K after | |
| Apr 4, 2023 (view filing) | Mar 31-Apr 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 | −96.0K | $21.10 | −$2.02M | −44.7%118.8K after | 3 lots |
| Apr 4, 2023 (view filing) | Mar 31-Apr 4 | 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 | −96.0K | $21.10 | −$2.02M | −44.7%118.8K after | 3 lots |
| Mar 30, 2023 (view filing) | Mar 28-30 | 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 | −85.3K | $20.00 | −$1.71M | −28.4%214.8K after | 3 lots |
| Mar 30, 2023 (view filing) | Mar 28-30 | 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 | −85.3K | $20.00 | −$1.71M | −28.4%214.7K after | 3 lots |
| Mar 22, 2023 (view filing) | Mar 20-22 | 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 | −24.3K | $18.25 | −$442.8K | −7.5%300.0K after | 3 lots |
| Mar 22, 2023 (view filing) | Mar 20-22 | 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 | −24.3K | $18.25 | −$442.8K | −7.5%300.0K after | 3 lots |
| Mar 17, 2023 (view filing) | Mar 15 | 2 days | Butler LisaCHIEF ACCOUNTING OFFICER | SSaleClass A Common Stock | −10.0K | $18.09 | −$180.9K | −97.6%250 after | |
| Mar 17, 2023 (view filing) | Mar 15-17 | 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 | −130.8K | $18.49 | −$2.42M | −28.7%324.3K after | 3 lots |
| Mar 17, 2023 (view filing) | Mar 15-17 | 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 | −130.8K | $18.49 | −$2.42M | −28.7%324.3K after | 3 lots |
| Mar 16, 2023 (view filing) | Mar 14-16 | 2 days | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −1.51M | $17.82 | −$26.9M | −17.1%7.31M after | 4 lots |
| Mar 15, 2023 (view filing) | Mar 13 | 2 days | Stamm John RichardDirector | SSaleClass A Common Stock | −11.8K | $18.37 | −$217.6K | −25.7%34.3K after | |
| Mar 14, 2023 (view filing) | Mar 10-14 | 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 | −44.9K | $18.41 | −$826.6K | −9.0%455.1K after | 3 lots |
| Mar 14, 2023 (view filing) | Mar 10-14 | 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 | −44.9K | $18.41 | −$826.6K | −9.0%455.1K after | 3 lots |
| Mar 10, 2023 (view filing) | Mar 8 | 2 days | Rowland Bryan T.R.GENERAL COUNSEL | SSaleClass A Common Stock | −81.7K | $16.52 | −$1.35M | −95.4%3.91K after | 2 lots |
| Mar 10, 2023 (view filing) | Mar 8 | 2 days | Butler LisaCHIEF ACCOUNTING OFFICER | SSaleClass A Common Stock | −22.9K | $16.42 | −$376.0K | −98.9%250 after | 2 lots |
| Mar 10, 2023 (view filing) | Mar 8-9 | 2 days | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −97.9K | $18.71 | −$1.83M | −1.1%8.82M after | 2 lots |
| Mar 8, 2023 (view filing) | Mar 6 | 2 days | Butler LisaCHIEF ACCOUNTING OFFICER | SSaleClass A Common Stock | −763 | $15.29 | −$11.7K | −19.5%3.14K after | |
| Mar 2, 2023 (view filing) | Feb 28-Mar 2 | 2 days | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −133.3K | $15.73 | −$2.10M | −1.5%8.92M after | 3 lots |
| Feb 23, 2023 (view filing) | Feb 21 | 2 days | Butler LisaCHIEF ACCOUNTING OFFICER | SSaleClass A Common Stock | −2.97K | $15.04 | −$44.6K | −48.6%3.14K after | |
| Dec 16, 2022 (view filing) | Dec 14 | 2 days | Schwab John RCHIEF FINANCIAL OFFICER | SSaleClass A Common Stock | −7.44K | $16.28 | −$121.1K | −57.1%5.58K after | |
| Dec 14, 2022 (view filing) | Dec 12-14 | 2 days | DeStefano DavidPRESIDENT & CEO | SSaleClass A Common Stock | −48.7K | $16.28 | −$793.0K | −15.4%267.7K after | 3 lots |
| Dec 6, 2022 (view filing) | Dec 2-6 | 4 days | Robert Kevin LDirector | SSaleClass A Common Stock | −12.9K | $16.03 | −$206.7K | −35.3%23.6K after | 2 lots |
| Dec 6, 2022 (view filing) | Dec 2-5 | 4 days | Schwab John RCHIEF FINANCIAL OFFICER | SSaleClass A Common Stock | −17.6K | $16.76 | −$294.4K | −75.9%5.58K after | 2 lots |
| Nov 28, 2022 (view filing) | Nov 23 | 5 days | Robert Kevin LDirector | SSaleClass A Common Stock | −11.8K | $15.50 | −$183.6K | −27.3%31.5K after | |
| Nov 21, 2022 (view filing) | Nov 17 | 4 days | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −1.50M | $15.15 | −$22.7M | −14.2%9.05M after | |
| Nov 3, 2022 (view filing) | Nov 1 | 2 days | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −36.0K | $18.00 | −$647.1K | −2.7%1.31M after | |
| Oct 11, 2022 (view filing) | Oct 10 | 1 day | DeStefano DavidPRESIDENT & CEO | SSaleClass A Common Stock | −17.7K | $14.56 | −$257.3K | −5.3%316.1K after | |
| Sep 30, 2022 (view filing) | Sep 28-30 | 2 days | DeStefano DavidPresident & CEO | SSaleClass A Common Stock | −99.2K | $13.66 | −$1.36M | −22.9%333.8K after | 3 lots |
| Sep 19, 2022 (view filing) | Sep 15-19 | 4 days | DeStefano DavidPRESIDENT & CEO | SSaleClass A Common Stock | −134.6K | $14.10 | −$1.90M | −23.7%433.0K after | 3 lots |
| Sep 15, 2022 (view filing) | Sep 13 | 2 days | Butler LisaCHIEF ACCOUNTING OFFICER | SSaleClass A Common Stock | −47.8K | $14.62 | −$698.6K | −93.8%3.14K after | 2 lots |
| Aug 2, 2022 (view filing) | Jul 29 | 4 days | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −5.00M | $7.35 | −$36.8M | −30.7%11.3M after | |
| Aug 2, 2022 (view filing) | Jul 29 | 4 days | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −750.0K | $0.00 | $0 | –0 after | Derivative |
| Jul 13, 2022 (view filing) | Jul 11-12 | 2 days | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −71.5K | $11.35 | −$812.3K | −5.0%1.35M after | 2 lots |
| Jul 12, 2022 (view filing) | Jul 8 | 4 days | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −25.3K | $12.02 | −$304.6K | −1.8%1.42M after | |
| Jul 8, 2022 (view filing) | Jul 7 | 1 day | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −6.72K | $12.03 | −$80.9K | −0.5%1.44M after | |
| Jul 5, 2022 (view filing) | Jun 30-Jul 1 | 5 days | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −211.9K | $11.24 | −$2.38M | −12.8%1.45M after | 2 lots |
| Jun 15, 2022 (view filing) | Jun 13-14 | 2 days | Butler LisaCHIEF ACCOUNTING OFFICER | SSaleClass A Common Stock | −50.4K | $9.66 | −$486.4K | −66.0%25.9K after | 2 lots |
| May 25, 2022 (view filing) | May 23 | 2 days | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −48.6K | $12.01 | −$583.4K | −0.4%12.5M after | |
| Mar 17, 2022 (view filing) | Mar 16 | 1 day | Butler LisaCHIEF ACCOUNTING OFFICER | SSaleClass A Common Stock | −20.0K | $13.00 | −$260.0K | −20.8%76.3K after | |
| Mar 16, 2022 (view filing) | Mar 15 | 1 day | Radcliffe Amanda WestphalDirector, 10% Owner | PPurchaseClass A Common Stock | +7.83K | $12.91 | +$101.0K | +7.8%108.4K after | |
| Feb 14, 2022 (view filing) | Jul 31, 2020 | 563 daysLate | Schwab John RCHIEF FINANCIAL OFFICER | PPurchaseClass A Common Stock | +2.89K | $19.00 | +$55.0K | +107.8%5.58K after | |
| Jan 13, 2022 (view filing) | Jan 11 | 2 days | Westphal Jeffery10% Owner | SSaleClass A Common Stock | −800.0K | $14.60 | −$11.7M | −6.0%12.5M after | |
| Dec 6, 2021 (view filing) | Dec 3 | 3 days | Stamm John RichardDirector | SSaleClass A Common Stock | −12.0K | $16.88 | −$202.6K | −27.9%31.0K after | |
| Nov 19, 2021 (view filing) | Nov 18 | 1 day | Rowland Bryan T.R.GENERAL COUNSEL | SSaleClass A Common Stock | −20.6K | $20.47 | −$421.7K | −29.3%49.7K after |