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 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
Jeffrey Westphal Other* $35,072,051 -$110,228,706 -76% 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 20 May 2025
David DeStefano Director $20,681,867 -$17,677,609 -46% 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% 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 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
Bradley M. Gayton Director $2,005,055 11 Jun 2025
Stefanie Westphal Thompson Director, 10%+ Owner $1,947,971 11 Jun 2025
Eric C. Andersen Director $1,940,902 +$516,400 +36% 20 Feb 2026
John R. Schwab Chief Financial Officer $1,591,220 23 Feb 2026
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
Christopher David Young President and CEO, Director $730,794 +$730,794 23 Feb 2026
John Richard Stamm Director $646,592 11 Jun 2025
Kevin L. Robert Director $635,609 15 Dec 2023
Ryan J. Leib Chief Accounting Officer $629,775 -$218,690 -26% 20 Feb 2026
Mark J. Mendola Director $202,053 11 Jun 2025
Lisa Butler Chief Accounting Officer $167,111 14 Mar 2024
Rowland Bryan T.r. General Counsel $154,850 -$1,555,515 -91% 23 Feb 2026
2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 13(D) GROUP MEMBER, 10%+ Owner $9 26 Mar 2024

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.