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 |
|---|---|---|---|---|---|---|---|---|---|
| Aug 25, 2021 (view filing) | Aug 19 | 6 daysLate | Stamm John RichardDirector | SSaleClass A Common Stock | −8.68K | $19.17 | −$166.4K | −16.8%43.0K after |