Vertex, Inc.

Ownership Transactions Reported by 19 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
Amanda Westphal Radcliffe Director, 10%+ Owner $956M Jun 12, 2024
Stefanie Westphal Thompson Director, 10%+ Owner $947M Jun 12, 2024
Jeffrey Westphal Other* $179M -$306M -63.2% Dec 31, 2024
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 -$17.9M -20.7% Jan 22, 2025
David DeStefano PRESIDENT & CEO, Director $53.9M -$33.2M -38.1% Feb 28, 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 -$18.6M -32% Dec 23, 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 13(D) GROUP MEMBER, 10%+ Owner $30.7M -$15.9M -34.2% Dec 23, 2024
John R. Schwab Chief Financial Officer $2.89M -$1.96M -40.3% Feb 28, 2025
Bradley M. Gayton Director $1.51M +$299K +24.6% Mar 4, 2025
Terrence Kyle Director $1.49M May 11, 2021
Philip Seth Saunders Director $976K Jun 12, 2024
Ryan J. Leib Chief Accounting Officer $790K Feb 21, 2025
John Richard Stamm Director $658K -$1.28M -66% Dec 6, 2024
Kevin L. Robert Director $636K Dec 15, 2023
Eric C. Andersen Director $263K -$5.07M -95.1% Mar 4, 2025
Lisa Butler Chief Accounting Officer $21.7K Mar 14, 2024
Bryan T.R. Rowland General Counsel $4.78K -$3.09M -99.8% 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.