Vertex, Inc.

Ownership Transactions Reported by 24 Insiders

Symbol
VERX on Nasdaq
Industry
Services-Prepackaged Software
Location
2301 Renaissance Boulevard, King Of Prussia, PA

Insiders trading volume in the past year

Vertex, Inc. executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
Tensile Capital Management LP 10%+ Owner $143M Nov 9, 2023
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%+ Owner $68.5M -$12M -14.9% Jan 22, 2025
Jeffrey Westphal Other* $57.7M -$267M -82.2% Jun 9, 2025
David DeStefano PRESIDENT & CEO, Director $48.4M -$50.9M -51.2% May 12, 2025
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 13(D) GROUP MEMBER, 10%+ Owner $39.6M -$15.3M -27.9% Dec 23, 2024
ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 13(d) Group Member, 10%+ Owner $24.1M May 20, 2025
ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 13(d) Group Member, 10%+ Owner $16.1M May 20, 2025
ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 13(d) Group Member, 10%+ Owner $12.1M May 20, 2025
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 13(D) GROUP MEMBER, 10%+ Owner $6.1M -$27.6M -81.9% Jun 20, 2025
Amanda Westphal Radcliffe Director, 10%+ Owner $5.44M Jun 11, 2025
Eric C. Andersen Director $4.19M Jun 11, 2025
John R. Schwab Chief Financial Officer $2.89M -$1.06M -26.8% Feb 28, 2025
Bradley M. Gayton Director $2.01M +$299K +17.6% Jun 11, 2025
Stefanie Westphal Thompson Director, 10%+ Owner $1.95M Jun 11, 2025
Terrence Kyle Director $1.49M May 11, 2021
Philip Seth Saunders Director $1.33M Jun 11, 2025
2020 Irrevocable Trust For Benefit Of Constance A. Thompson 13(d) Group Member, 10%+ Owner $904K May 20, 2025
John Richard Stamm Director $647K -$349K -35% Jun 11, 2025
Kevin L. Robert Director $636K Dec 15, 2023
Ryan J. Leib Chief Accounting Officer $535K -$219K -29% May 13, 2025
Mark J. Mendola Director $202K Jun 11, 2025
Lisa Butler Chief Accounting Officer $21.7K Mar 14, 2024
Bryan T.R. Rowland General Counsel $4.78K -$1.72M -99.7% Mar 19, 2025
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan 13(D) GROUP MEMBER, 10%+ Owner $9.00 Mar 26, 2024

Recent Insider Transactions by Companies or Individuals for Vertex, Inc.

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.