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 22 Jan 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
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 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 Radcliffe Director, 10%+ Owner $5,438,858 11 Jun 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
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
Bryan T.R. Rowland 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.

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.