Insider Transactions Reported by 25 Insiders of Vertex, Inc.

Symbol
VERX on Nasdaq
Location
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 $143,296,022 09 Nov 2023
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%+ Owner $68,451,372 -$4,067,286 -5.6% 22 Jan 2025
Jeffrey Westphal Other* $57,722,708 -$115,350,000 -67% 09 Jun 2025
David DeStefano PRESIDENT & CEO, Director $48,444,598 -$17,677,609 -27% 12 May 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 $39,557,168 23 Dec 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 $24,114,000 20 May 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 $16,076,000 20 May 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 $12,057,000 20 May 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 $6,099,740 -$14,786,237 -71% 20 Jun 2025
Amanda Westphal Radcliffe Director, 10%+ Owner $5,438,858 11 Jun 2025
ERIC C. ANDERSEN Director $4,185,234 11 Jun 2025
JOHN R. SCHWAB Chief Financial Officer $2,893,959 28 Feb 2025
Bradley M. Gayton Director $2,005,055 +$299,382 +18% 11 Jun 2025
Stefanie Westphal Thompson Director, 10%+ Owner $1,947,971 11 Jun 2025
Terrence Kyle Director $1,487,344 11 May 2021
Philip Seth Saunders Director $1,326,336 11 Jun 2025
2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON 13(d) Group Member, 10%+ Owner $904,275 20 May 2025
John Richard Stamm Director $646,592 11 Jun 2025
Kevin L. Robert Director $635,609 15 Dec 2023
Ryan J. Leib Chief Accounting Officer $535,206 -$218,690 -29% 13 May 2025
Mark J. Mendola Director $202,053 11 Jun 2025
Lisa Butler Chief Accounting Officer $21,665 14 Mar 2024
Bryan T.R. Rowland General Counsel $4,782 -$1,555,515 -100% 19 Mar 2025
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 13(D) GROUP MEMBER, 10%+ Owner $9 26 Mar 2024
Christopher D. Young President and CEO, Director 01 Dec 2025

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.