Insider Transactions Reported by 25 Insiders of Vertex, Inc.

Symbol: VERX on Nasdaq
Location: King Of Prussia, PA

Quick Takeaways

VERX - Vertex, Inc. has 25 insiders with reported activity on this page.
Net insider value flow over the last year: -$141,814,525.
Recent transaction rows are available for direct filing-level review.

What Changed

Buy value: $6,368,488; sell value: $148,183,012.
Net share flow: -3,395,546.

Why This Matters

This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.

Official SEC Source

Filed on Form 4

Issuer insider activity is sourced from SEC Forms 3, 4, and 5.

See Original Filing

Insider trading overview

Last 12 months

Net insider flow leans to selling over the last 12 months. Net value: -$141,814,525.

Buys

$6,368,488

Shares: 497,740

Insiders: 3

Sells

$148,183,013

Shares: 3,893,286

Insiders: 5

Net

-$141,814,525

Shares: -3,395,546

Insiders: -2

Window (months)	Buy shares	Sell shares	Buy $	Sell $	Net $
0-3	497,740	10,000	$6,368,488	$150,477	+$6,218,011
3-6	0	0	$0	$0	$0
6-9	0	0	$0	$0	$0
9-12	0	3,883,286	$0	$148,032,536	-$148,032,536

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

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	-$110,228,706	-76%	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
David DeStefano	Director	$20,681,867	-$17,677,609	-46%	Mixed	24 Feb 2026
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
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	-$14,786,237	-71%	Filing P/S	20 Jun 2025
Amanda Westphal Radcliffe	Director, 10%+ Owner	$5,438,858			Mixed	11 Jun 2025
Bradley M. Gayton	Director	$2,005,055			Mixed	11 Jun 2025
Stefanie Westphal Thompson	Director, 10%+ Owner	$1,947,971			Mixed	11 Jun 2025
Eric C. Andersen	Director	$1,940,902	+$516,400	+36%	Filing P/S	20 Feb 2026
John R. Schwab	Chief Financial Officer	$1,591,220			Mixed	23 Feb 2026
Terrence Kyle	Director	$1,487,344			Mixed	11 May 2021
Philip Seth Saunders	Director	$1,326,336			Mixed	11 Jun 2025
2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON	13(d) Group Member, 10%+ Owner	$904,275			Mixed	20 May 2025
Christopher David Young	President and CEO, Director	$730,794	+$730,794	+100%	Filing P/S	23 Feb 2026
John Richard Stamm	Director	$646,592			Mixed	11 Jun 2025
Kevin L. Robert	Director	$635,609			Mixed	15 Dec 2023
Ryan J. Leib	Chief Accounting Officer	$629,775	-$218,690	-26%	Mixed	20 Feb 2026
Mark J. Mendola	Director	$202,053			Mixed	11 Jun 2025
Lisa Butler	Chief Accounting Officer	$167,111			Mixed	14 Mar 2024
Rowland Bryan T.r.	General Counsel	$154,850			Mixed	23 Feb 2026
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	13(D) GROUP MEMBER, 10%+ Owner	$9			Filing P/S	26 Mar 2024

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

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
Amanda Westphal Radcliffe	13D/G 3/4/5	Amanda Radcliffe · Director, 10%+ Owner	21%	33,273,094	$1,192,507,697	+$190,920	30 Jun 2025	13D/G 3/4/5
VANGUARD GROUP INC	13F	Company	11%	8,348,597	$166,721,483	—	31 Dec 2025	13F
Tensile Capital Management LP	3/4/5 13D/G 13F	10%+ Owner · Arthur C. Young · Company	4.4% from 13D/G	5,396,299	$143,296,022	—	09 Nov 2023	3/4/5 13D/G 13F
Neuberger Berman Group LLC	13D/G 13F	Company	4.6%	3,319,852	$133,424,852	$0	28 Feb 2025	13D/G 13F
UBS Group AG	13F	Company	7.4%	5,728,840	$114,404,935	—	31 Dec 2025	13F
BlackRock, Inc.	13F 13D/G	Company	7.2% from 13D/G	5,641,180	$112,654,364	—	31 Dec 2025	13F 13D/G
NOMURA HOLDINGS INC	13F	Company	4.1%	3,173,345	$63,371,700	—	31 Dec 2025	13F
BROWN ADVISORY INC	13F	Company	3.6%	2,778,876	$55,494,153	—	31 Dec 2025	13F
GENEVA CAPITAL MANAGEMENT LLC	13F	Company	3.5%	2,710,499	$54,128,656	—	31 Dec 2025	13F
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	13F	Company	3.5%	2,698,276	$53,884,572	—	31 Dec 2025	13F
Conestoga Capital Advisors, LLC	13F	Company	3.2%	2,506,653	$50,057,860	—	31 Dec 2025	13F
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	3/4/5	13(D) GROUP MEMBER, 10%+ Owner	— class O/S missing	745,706	$39,557,168	—	23 Dec 2024	3/4/5
STATE STREET CORP	13F	Company	2.4%	1,849,171	$36,927,945	—	31 Dec 2025	13F
Park West Asset Management LLC	13F	Company	2.4%	1,833,428	$36,613,557	—	31 Dec 2025	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	2.3%	1,792,864	$35,809,975	—	31 Dec 2025	13F
Jeffrey Westphal	3/4/5	Other*	— mixed-class rows	1,919,562 mixed-class rows	$35,072,051	-$110,228,706	13 Feb 2026	3/4/5
JPMORGAN CHASE & CO	13F	Company	2.2%	1,719,576	$34,339,931	—	31 Dec 2025	13F
WELLINGTON MANAGEMENT GROUP LLP	13F	Company	2%	1,540,091	$30,755,617	—	31 Dec 2025	13F
BARCLAYS PLC	13F	Company	1.9%	1,467,371	$29,303,400	—	31 Dec 2025	13F
Legacy Advisors, LLC	13F	Company	1.7%	1,343,839	$26,836,465	—	31 Dec 2025	13F
PRINCIPAL FINANCIAL GROUP INC	13F	Company	1.7%	1,335,122	$26,662,386	—	31 Dec 2025	13F
Aberdeen Group plc	13F	Company	1.6%	1,221,776	$24,398,866	—	31 Dec 2025	13F
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	13F	Company	1.6%	1,215,172	$24,266,985	—	31 Dec 2025	13F
ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001	3/4/5	13(d) Group Member, 10%+ Owner	— mixed-class rows	1,941,750 mixed-class rows	$24,114,000	—	20 May 2025	3/4/5
GOLDMAN SACHS GROUP INC	13F	Company	1.4%	1,081,698	$21,601,509	—	31 Dec 2025	13F
David DeStefano	3/4/5	Director	1.9%	1,459,549	$20,681,867	-$17,677,609	24 Feb 2026	3/4/5
CITIGROUP INC	13F	Company	1.3%	1,023,419	$20,437,677	—	31 Dec 2025	13F
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	13F	Company	1.3%	1,005,095	$20,071,747	—	31 Dec 2025	13F
JENNISON ASSOCIATES LLC	13F	Company	1.3%	991,820	$19,806,645	—	31 Dec 2025	13F
CITADEL ADVISORS LLC	13F	Company	1.3%	975,397	$19,478,679	—	31 Dec 2025	13F
BANK OF AMERICA CORP /DE/	13F	Company	1.2%	971,666	$19,404,170	—	31 Dec 2025	13F
MORGAN STANLEY	13F	Company	1.2%	924,888	$18,470,015	—	31 Dec 2025	13F
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	3/4/5	10%+ Owner	1.6%	1,221,100	$18,374,746	-$150,477	09 Mar 2026	3/4/5
BANQUE PICTET & CIE SA	13F	Company	1.1%	818,645	$16,348,341	—	31 Dec 2025	13F
DIMENSIONAL FUND ADVISORS LP	13F	Company	1.1%	818,245	$16,340,531	—	31 Dec 2025	13F
ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001	3/4/5	13(d) Group Member, 10%+ Owner	— mixed-class rows	1,983,968 mixed-class rows	$16,076,000	—	20 May 2025	3/4/5
AMERIPRISE FINANCIAL INC	13F	Company	1%	799,773	$15,971,466	—	31 Dec 2025	13F
JANUS HENDERSON GROUP PLC	13F	Company	1%	776,392	$15,504,733	—	31 Dec 2025	13F
TimesSquare Capital Management, LLC	13F	Company	0.99%	766,222	$15,301,453	—	31 Dec 2025	13F
PALISADE CAPITAL MANAGEMENT, LP	13F	Company	0.96%	746,357	$14,904,749	—	31 Dec 2025	13F
Champlain Investment Partners, LLC	13F	Company	0.95%	739,673	$14,771,270	—	31 Dec 2025	13F
JANE STREET GROUP, LLC	13F	Company	0.92%	719,118	$14,360,786	—	31 Dec 2025	13F
CIBC WORLD MARKETS CORP	13F	Company	0.91%	704,642	$14,071,701	—	31 Dec 2025	13F
Hyperion Capital Advisors LP	13F	Company	0.84%	650,000	$12,980,500	—	31 Dec 2025	13F
Pembroke Management, LTD	13F	Company	0.83%	648,097	$12,942,497	—	31 Dec 2025	13F
NORTHERN TRUST CORP	13F	Company	0.82%	634,348	$12,667,930	—	31 Dec 2025	13F
BROWN CAPITAL MANAGEMENT LLC	13F	Company	0.78%	610,332	$12,188,330	—	31 Dec 2025	13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13F	Company	0.78%	610,064	$12,182,978	—	31 Dec 2025	13F
ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001	3/4/5	13(d) Group Member, 10%+ Owner	— mixed-class rows	1,941,750 mixed-class rows	$12,057,000	—	20 May 2025	3/4/5
BNP PARIBAS FINANCIAL MARKETS	13F	Company	0.65%	507,605	$10,136,872	—	31 Dec 2025	13F

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

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

Insider	Symbol	Class	Transaction	%	Value $	* Price $	Shares	Shares Owned	Date	Ownership
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
Christopher David Young	VERX	Restricted Stock Units	Award				1,300,728	1,300,728	01 Dec 2025	Direct
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	VERX	Class A Common Stock	Sale	-7.69%	$508,389	$35.24	-14,425	173,074	24 Jun 2025	Direct
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	VERX	Class A Common Stock	Sale	-0.27%	$17,850	$35.00	-510	187,499	23 Jun 2025	Direct
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	VERX	Class A Common Stock	Sale	-4.49%	$310,172	$35.12	-8,832	188,009	20 Jun 2025	Direct
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	VERX	Class A Common Stock	Sale	-44.5%	$5,672,634	$35.93	-157,874	196,841	18 Jun 2025	Direct
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	VERX	Class A Common Stock	Sale	-29%	$5,392,470	$37.16	-145,111	354,715	17 Jun 2025	Direct
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	VERX	Class A Common Stock	Sale	-13.5%	$2,884,722	$36.87	-78,248	499,826	16 Jun 2025	Direct
Bradley M. Gayton	VERX	Class A Common Stock	Award	11.2%			5,327	52,862	11 Jun 2025	Direct
John Richard Stamm	VERX	Class A Common Stock	Award	45.4%			5,327	17,047	11 Jun 2025	Direct

* An asterisk sign (*) next to the price indicates that the price is likely invalid.