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Vertex, Inc. (VERX)

Services-Prepackaged Software

Insiders

Type of OwnerSecurities OwnedAs Insider in other CompaniesDate Last Transaction
CEO, PRESIDENT, Dir1,270,61902025-05-12
10%own1,211,10002025-01-22
13(D) GROUP MEMBER, 10%own745,70602024-12-23
13(d) Group Member, 10%own600,00002025-05-20
13(D) GROUP MEMBER, 10%own578,07402024-12-23
13(d) Group Member, 10%own400,00002025-05-20
13(d) Group Member, 10%own300,00002025-05-20
10%own, Dir138,06502024-06-12
Dir105,01412025-03-04
CFO89,62402025-02-28
Dir56,01102021-05-11
Dir47,53522025-03-04
10%own, Dir46,03002024-06-12
Dir29,64102024-06-12
Dir23,93602023-12-15
13(d) Group Member, 10%own22,50002025-05-20
Dir11,72002024-12-06
see Filing7,89502024-12-31
GENERAL COUNSEL13202025-03-19
10%own, 13(D) GROUP MEMBER002024-03-26
10%own, 13(d) Group Member002020-07-19
10%own, 13(d) Group Member002020-07-19
10%own, 13(d) Group Member002020-07-19
CAO012025-05-13
10%own, 13(d) Group Member002020-07-19

Securities owned over time

JunJulAugSepOctNovDecJanFebMarAprMay01M2M3M4M• Destefano David• Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001• Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001• Item Second Irr. Trust Fbo Mackenzie S. Lucas U/a Of Stefanie W. Lucas Dated October 5, 2001• Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001• Item Second Irr. Trust Fbo Andrea P. Lucas U/a Of Stefanie W. Lucas Dated October 5, 2001• Item Second Irr. Trust Fbo Melanie H. Lucas U/a Of Stefanie W. Lucas Dated October 5, 2001• Radcliffe Amanda Westphal• Andersen Eric C.• Schwab John R• Kyle Terrence• Gayton Bradley M• Thompson Stefanie Westphal• Saunders Philip Seth• Robert Kevin L• 2020 Irrevocable Trust For Benefit Of Constance A. Thompson• Stamm John Richard• Westphal Jeffery• Rowland Bryan T.r.• 2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan• Item Second Irrevocable Trust Fbo Antoinette R. Radcliffe U/a Of Amanda W Radcliffe Dated 10/05/2001• Item Second Irrevocable Trust Fbo Kailey Radcliffe U/a Of Amanda W Radcliffe Dated 10/05/2001• Item Second Irr. Trust Fbo Samantha W. Lucas U/a Of Stefanie W. Lucas Dated October 5, 2001• Leib Ryan J• Third Party Funded Special Needs Trust For Callum W. Radcliffe U/a Of Amanda W Radcliffe Dated May 15, 2015−1M01M−100M0100MΔ SecuritiesΔ Cash

Recent trades

Transaction DateInsiderTitleFormTrade TypesΔ SecuritiesΔ CashOwned
2025-05-202020 Irrevocable Trust For Benefit Of Constance A. Thompson13(d) Group Member, 10%own4C22,500$022.5K
2025-05-20Item Second Irr. Trust Fbo Mackenzie S. Lucas U/a Of Stefanie W. Lucas Dated October 5, 200113(d) Group Member, 10%own4C600,000$0600K
2025-05-20Item Second Irr. Trust Fbo Melanie H. Lucas U/a Of Stefanie W. Lucas Dated October 5, 200113(d) Group Member, 10%own4C300,000$0300K
2025-05-20Item Second Irr. Trust Fbo Andrea P. Lucas U/a Of Stefanie W. Lucas Dated October 5, 200113(d) Group Member, 10%own4C400,000$0400K
2025-05-13Leib Ryan JCAO4S−5,755$218.7K0
2025-05-12Destefano DavidCEO, PRESIDENT, Dir4M, S275,255$11.6M1.27M
2025-03-19Rowland Bryan T.r.GENERAL COUNSEL4M, S−11,123$1.4M132
2025-03-04Andersen Eric C.Dir4M22,000-$55K105.01K
2025-03-04Gayton Bradley MDir4P9,400-$299.4K47.54K
2025-02-28Rowland Bryan T.r.GENERAL COUNSEL4F, M628$011.26K
2025-02-28Schwab John RCFO4F, M789$089.62K
2025-02-28Destefano DavidCEO, PRESIDENT, Dir4F, M13,955$0995.36K
2025-02-24Destefano DavidCEO, PRESIDENT, Dir4F, M53,359$0981.41K
2025-02-21Destefano DavidCEO, PRESIDENT, Dir4F, M86,780$0928.05K
2025-02-21Leib Ryan JCAO4F, M2,885$05.76K
2025-02-21Rowland Bryan T.r.GENERAL COUNSEL4F, M7,657$010.63K
2025-02-21Schwab John RCFO4F, M24,846$088.84K
2025-02-10Schwab John RCFO4F, M10,885$063.99K
2025-02-10Rowland Bryan T.r.GENERAL COUNSEL4F, M2,838$02.97K
2025-01-31Leib Ryan JCAO4F, M2,738$02.87K
2025-01-22Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 200110%own4S−72,000$4.1M1.21M
2024-12-31Westphal Jefferysee Filing4G−450,000$07.9K
2024-12-23Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 200113(D) GROUP MEMBER, 10%own4G−37,000$0745.71K
2024-12-23Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 200113(D) GROUP MEMBER, 10%own4G−37,000$0578.07K
A2024-12-20Westphal Jefferysee Filing4/AC450,000$0457.9K
2024-12-20Westphal Jefferysee Filing4C---
2024-12-17Schwab John RCFO4M, S0$966.9K53.1K
2024-12-12Westphal Jefferysee Filing4C, S0$30.5M7.9K
2024-12-10Destefano DavidCEO, PRESIDENT, Dir4M, S343,893$20M841.27K
2024-12-09Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 200110%own4S−75,000$4.1M1.28M
2024-12-06Stamm John RichardDir4S−3,815$214.1K11.72K
2024-12-06Destefano DavidCEO, PRESIDENT, Dir4S−17,900$1M497.38K
2024-11-26Rowland Bryan T.r.GENERAL COUNSEL4M, S0$69.2K0
2024-11-26Destefano DavidCEO, PRESIDENT, Dir4S−25,607$1.4M515.18K
2024-11-22Stamm John RichardDir4G, M, S−1,100$125.2K15.54K
2024-11-20Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 200110%own4S−72,000$3.8M1.36M
2024-11-14Destefano DavidCEO, PRESIDENT, Dir4S−198,151$9.8M293.25K
2024-11-11Westphal Jefferysee Filing4C, S0$121.5M7.9K
2024-11-07Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 200113(D) GROUP MEMBER, 10%own4S−150,000$7.8M782.71K
2024-11-07Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 200113(D) GROUP MEMBER, 10%own4S−150,000$7.8M615.07K
2024-10-30Destefano DavidCEO, PRESIDENT, Dir4G−210,084$0491.4K
2024-10-10Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 200113(D) GROUP MEMBER, 10%own4S−135,146$5.5M932.71K
2024-10-10Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 200113(D) GROUP MEMBER, 10%own4S−75,175$3M765.07K
2024-10-07Item Second Irr. Trust Fbo Jacob J. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 200113(D) GROUP MEMBER, 10%own4S−129,854$5.3M1.07M
2024-10-07Item Second Irr. Trust Fbo Anne Marie Westphal U/a Of Jeffrey R. Westphal Dated October 5, 200113(D) GROUP MEMBER, 10%own4S−124,825$5.1M840.25K
2024-10-03Westphal Jefferysee Filing4C, S−1,054,641$48.3M7.9K
2024-09-12Stamm John RichardDir4M, S−5,000$335.6K16.64K
2024-08-26Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 200110%own4S−158,900$5.9M1.43M
2024-08-22Schwab John RCFO4M, S0$777.7K53.1K
2024-08-22Stamm John RichardDir4M, S0$515.4K21.64K
2024-08-20Rowland Bryan T.r.GENERAL COUNSEL4M, S−8,176$1.3M0
2024-08-13Andersen Eric C.Dir4M, S0$4.7M83.01K
2024-07-23Westphal Jefferysee Filing4S−1,500,000$56.7M1.06M
2024-06-12Saunders Philip SethDir4A5,705$029.64K
2024-06-12Thompson Stefanie Westphal10%own, Dir4A5,705$046.03K
2024-06-12Radcliffe Amanda Westphal10%own, Dir4A5,705$0138.07K
2024-06-12Gayton Bradley MDir4A5,705$038.14K
2024-06-12Stamm John RichardDir4A5,705$021.64K
2024-06-12Andersen Eric C.Dir4A5,705$083.01K
2024-06-05Westphal Jefferysee Filing4S−1,500,000$49.4M2.56M

A: Amended filing