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 10%+ Owner $217M -$376M -63.4% Nov 11, 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 $72.2M -$9.71M -11.9% Nov 20, 2024
David DeStefano PRESIDENT & CEO, Director $54.9M -$12.8M -18.9% Nov 26, 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 13(D) GROUP MEMBER, 10%+ Owner $38.7M -$38.3M -49.7% Nov 7, 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 $32.1M -$36.3M -53% Nov 7, 2024
John R. Schwab Chief Financial Officer $3.87M -$1.86M -32.5% Aug 22, 2024
Eric C. Andersen Director $3.03M -$5.33M -63.7% Aug 13, 2024
Terrence Kyle Director $1.49M May 11, 2021
Bradley M. Gayton Director $1.26M Jun 12, 2024
Philip Seth Saunders Director $976K Jun 12, 2024
John Richard Stamm Director $836K -$1.52M -64.6% Nov 22, 2024
Kevin L. Robert Director $636K -$228K -26.4% Dec 15, 2023
Bryan T.R. Rowland General Counsel $170K -$4.28M -96.2% Nov 26, 2024
Lisa Butler Chief Accounting Officer $167K -$246K -59.5% Mar 14, 2024
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan 13(D) GROUP MEMBER, 10%+ Owner $9.00 -$8.57M -100% Mar 26, 2024
Ryan J. Leib Chief Accounting Officer Mar 15, 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.