SEC ownership of Vertex, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001806837.

Comparable stake leader

Amanda Westphal Radcliffe

Disclosed value leader

Amanda Westphal Radcliffe

Comparable rows

50/50

Latest evidence

10 Jun 2026

Top shareholders Insider holders Latest transactions
Public ticker
VERX on Nasdaq
Parsed ownership sources
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
Largest SEC-reported holder
Amanda Westphal Radcliffe
Ranking: Comparable ownership first, then disclosed value
Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Amanda Westphal Radcliffe
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
10 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001806837
Issuer location
King Of Prussia, PA

Ownership snapshot

Top shareholders of Vertex, Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Amanda Westphal Radcliffe
Disclosed value leader
Amanda Westphal Radcliffe
Comparable rows
50/50
Latest evidence
10 Jun 2026
13D/G 3/4/5 13F Lead comparable stake: 21% 13D/G row: Amanda Westphal Radcliffe Showing 1-8 of 50 holder rows.

Quick read

Amanda Westphal Radcliffe leads the comparable SEC ownership view at 21%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Amanda Westphal Radcliffe's linked filing trail.
Comparable ownership Top 5
Amanda Westphal Radcliffe 21%
BlackRock, Inc. 7.2%
MORGAN STANLEY 5.3%
Neuberger Berman Group LLC 4.6%
Tensile Capital Management LP 4.4%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Amanda Westphal Radcliffe
13D/G 3/4/5
Amanda Radcliffe · Director, 10%+ Owner
13D/G 3/4/5
21%
$1,192,507,697
33,273,094 shares
 +$190,920 30 Jun 2025
BlackRock, Inc.
13D/G 13F
Company
13D/G 13F
7.2%
$111,632,839
5,590,027 shares
 +$24,668,362 31 Dec 2025
MORGAN STANLEY
13F 13D/G
Company
13F 13D/G
5.3%
from 13D/G
$51,046,712
4,293,247 shares
 — 31 Mar 2026
Neuberger Berman Group LLC
13D/G
13D/G
4.6%
$133,424,852
3,319,852 shares
 $0 28 Feb 2025
Tensile Capital Management LP
3/4/5 13D/G 13F
10%+ Owner · Arthur C. Young · Company
3/4/5 13D/G 13F
4.4%
from 13D/G
$143,296,022
5,396,299 shares
 — 09 Nov 2023
David DeStefano
3/4/5
Director
3/4/5
1.9%
$17,463,163
1,468,727 shares
 -$82,365 10 Jun 2026
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
3/4/5
10%+ Owner
3/4/5
1.6%
$18,374,746
1,221,100 shares
 -$150,477 09 Mar 2026
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001
3/4/5
13(D) GROUP MEMBER, 10%+ Owner
3/4/5
0.22%
$6,099,740
173,074 shares
 — 20 Jun 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to buying over the last 12 months. Net value: +$6,135,646.

Buys
$6,368,488
Insiders: 3
Sells
$232,842
Insiders: 2
Net
+$6,135,646
Shares: +481,280
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 497,740 Shares: 16,460
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 6,460 $0 $82,365 -$82,365
3-6 497,740 10,000 $6,368,488 $150,477 +$6,218,011
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 25 reporting-owner rows connected to Vertex, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
25
Largest Forms 3/4/5 holder
Tensile Capital Management LP
Net 12M change
+$6,135,646
Latest report
10 Jun 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Tensile Capital Management LP 10%+ Owner $143,296,022 Mixed 09 Nov 2023
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 Mixed 23 Dec 2024
Jeffrey Westphal Other* $35,072,051 +$5,121,294 +17% Mixed 13 Feb 2026
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 Mixed 20 May 2025
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%+ Owner $18,374,746 -$150,477 -0.81% Filing P/S 09 Mar 2026
David DeStefano Director $17,463,163 -$82,365 -0.47% Median 10 Jun 2026
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 Mixed 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 Mixed 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 Filing P/S 20 Jun 2025
Eric C. Andersen Director $1,973,490 +$516,400 +35% Median 10 Jun 2026
Amanda Westphal Radcliffe Director, 10%+ Owner $1,890,866 Median 10 Jun 2026
John R. Schwab Chief Financial Officer $1,591,220 Mixed 23 Feb 2026
Terrence Kyle Director $1,487,344 Mixed 11 May 2021
2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON 13(d) Group Member, 10%+ Owner $904,275 Mixed 20 May 2025
Bradley M. Gayton Director $814,465 Median 10 Jun 2026
Stefanie Westphal Thompson Director, 10%+ Owner $796,570 Median 10 Jun 2026
Christopher David Young President and CEO, Director $730,794 +$730,794 +100% Filing P/S 23 Feb 2026
Kevin L. Robert Director $635,609 Mixed 15 Dec 2023
Ryan J. Leib Chief Accounting Officer $629,775 Mixed 20 Feb 2026
Philip Seth Saunders Director $601,705 Median 10 Jun 2026

Recent insider transactions for Vertex, Inc.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
David DeStefano VERX Class A Common Stock Award 1.25% 15,638 1,271,155 10 Jun 2026 Direct
Bradley M. Gayton VERX Class A Common Stock Award 29.6% 15,638 68,500 10 Jun 2026 Direct
Philip Seth Saunders VERX Class A Common Stock Award 44.7% 15,638 50,606 10 Jun 2026 Direct
Amanda Westphal Radcliffe VERX Class A Common Stock Award 10.9% 15,638 159,030 10 Jun 2026 Direct
John Richard Stamm VERX Class A Common Stock Award 91.7% 15,638 32,685 10 Jun 2026 Direct
Eric C. Andersen VERX Class A Common Stock Award 10.4% 15,638 165,979 10 Jun 2026 Direct
Stefanie Westphal Thompson VERX Class A Common Stock Award 30.4% 15,638 66,995 10 Jun 2026 Direct
Mark J. Mendola VERX Class A Common Stock Award 293.6% 15,638 20,965 10 Jun 2026 Direct
David DeStefano VERX Class A Common Stock Sale -3.17% $82,365 $12.75 -6,460 197,572 28 May 2026 By Family Trusts
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 VERX Class A Common Stock Purchase -0.81% $150,477 $15.05 -10,000 1,221,100 09 Mar 2026 Direct
David DeStefano VERX Class A Common Stock Tax liability -3.98% -51,983 1,255,517 24 Feb 2026 Direct
David DeStefano VERX Class A Common Stock Options Exercise 9.12% 109,233 1,307,500 24 Feb 2026 Direct
David DeStefano VERX Restricted Stock Units Options Exercise -100% -109,233 0 24 Feb 2026 Direct
Christopher David Young VERX Class A Common Stock Purchase $730,794 $12.18 60,000 60,000 23 Feb 2026 By Living Trust
David DeStefano VERX Class A Common Stock Tax liability -3.78% -47,112 1,198,267 23 Feb 2026 Direct
David DeStefano VERX Class A Common Stock Options Exercise 8.86% 101,395 1,245,379 23 Feb 2026 Direct
David DeStefano VERX Restricted Stock Units Options Exercise -50% -101,395 101,396 23 Feb 2026 Direct
Rowland Bryan T.r. VERX Class A Common Stock Tax liability -12.1% -1,768 12,872 23 Feb 2026 Direct
Rowland Bryan T.r. VERX Class A Common Stock Options Exercise 78.3% 6,428 14,640 23 Feb 2026 Direct
Rowland Bryan T.r. VERX Restricted Stock Units Options Exercise -50% -6,428 6,429 23 Feb 2026 Direct
John R. Schwab VERX Class A Common Stock Tax liability -11% -16,411 132,271 23 Feb 2026 Direct
John R. Schwab VERX Class A Common Stock Options Exercise 25.6% 30,305 148,682 23 Feb 2026 Direct
John R. Schwab VERX Restricted Stock Units Options Exercise -50% -30,305 30,305 23 Feb 2026 Direct
David DeStefano VERX Class A Common Stock Tax liability -3.15% -36,228 1,112,493 20 Feb 2026 Direct
David DeStefano VERX Class A Common Stock Options Exercise 10.9% 113,541 1,156,507 20 Feb 2026 Direct
David DeStefano VERX Restricted Stock Units Options Exercise -46.2% -113,541 132,043 20 Feb 2026 Direct
John R. Schwab VERX Class A Common Stock Tax liability -16.2% -21,534 111,097 20 Feb 2026 Direct
John R. Schwab VERX Class A Common Stock Options Exercise 45.6% 39,766 126,975 20 Feb 2026 Direct
John R. Schwab VERX Restricted Stock Units Options Exercise -45.5% -39,766 47,635 20 Feb 2026 Direct
Rowland Bryan T.r. VERX Class A Common Stock Tax liability -26.5% -2,235 6,213 20 Feb 2026 Direct
Rowland Bryan T.r. VERX Class A Common Stock Options Exercise 341.7% 7,108 9,188 20 Feb 2026 Direct
Rowland Bryan T.r. VERX Restricted Stock Units Options Exercise -46.2% -7,108 8,266 20 Feb 2026 Direct
Ryan J. Leib VERX Class A Common Stock Tax liability -25.8% -2,045 5,892 20 Feb 2026 Direct
Ryan J. Leib VERX Class A Common Stock Options Exercise 341.8% 6,348 8,205 20 Feb 2026 Direct
Ryan J. Leib VERX Restricted Stock Units Options Exercise -47.8% -6,348 6,941 20 Feb 2026 Direct
Eric C. Andersen VERX Class A Common Stock Purchase 36.2% $516,400 $12.91 40,000 150,341 20 Feb 2026 Direct
Ryan J. Leib VERX Restricted Stock Units Award 33,891 33,891 19 Feb 2026 Direct
Rowland Bryan T.r. VERX Restricted Stock Units Award 43,443 43,443 19 Feb 2026 Direct
John R. Schwab VERX Restricted Stock Units Award 269,399 269,399 19 Feb 2026 Direct
Jeffrey Westphal VERX Class A Common Stock Purchase 60.6% $1,880,235 $12.53 150,000 397,740 17 Feb 2026 By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Jeffrey Westphal VERX Class A Common Stock Purchase $3,241,059 $13.08 247,740 247,740 13 Feb 2026 By The 2009 Jeffrey R. Westphal Generation Skipping Trust
Rowland Bryan T.r. VERX Class A Common Stock Tax liability -28.6% -1,341 3,339 10 Feb 2026 Direct
Rowland Bryan T.r. VERX Class A Common Stock Options Exercise 690.5% 4,088 4,680 10 Feb 2026 Direct
Rowland Bryan T.r. VERX Restricted Stock Units Options Exercise -100% -4,088 0 10 Feb 2026 Direct
John R. Schwab VERX Class A Common Stock Tax liability -11.9% -13,489 100,145 10 Feb 2026 Direct
John R. Schwab VERX Class A Common Stock Options Exercise 26.8% 24,010 113,634 10 Feb 2026 Direct
John R. Schwab VERX Restricted Stock Units Options Exercise -100% -24,010 0 10 Feb 2026 Direct
Ryan J. Leib VERX Class A Common Stock Tax liability -30.3% -1,359 3,120 30 Jan 2026 Direct
Ryan J. Leib VERX Class A Common Stock Options Exercise 873.7% 4,019 4,479 30 Jan 2026 Direct
Ryan J. Leib VERX Restricted Stock Units Options Exercise -33.3% -4,019 8,039 30 Jan 2026 Direct
* marks a reported price that did not pass the local price check.
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