Insider Transactions last 24 months for Vertex, Inc. - NSDQ: VERX
Transactions
All
Buy
Sell
Option Exercise
Filer's Name
Relationship/
Trans.
Trans. Type
Ownership Type
Security Type
Shares
Price
Trans.
Total Shares Owned
Item Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Other 03/09/2026 DP Direct COM 10,000 $15.05 $150,477.00 1,221,100 Destefano David Director 02/24/2026 DF Direct COM 51,983 $13.26 $689,294.58 1,255,517 Destefano David Director 02/24/2026 AM Direct COM 109,233 $0.00 $0.00 1,307,500 Schwab John R CHIEF FINANCIAL OFFICER 02/23/2026 DF Direct COM 16,411 $12.03 $197,424.33 132,271 Schwab John R CHIEF FINANCIAL OFFICER 02/23/2026 AM Direct COM 30,305 $0.00 $0.00 148,682 Rowland Bryan T.R. GENERAL COUNSEL 02/23/2026 DF Direct COM 1,768 $12.03 $21,269.04 12,872 Rowland Bryan T.R. GENERAL COUNSEL 02/23/2026 AM Direct COM 6,428 $0.00 $0.00 14,640 Young Christopher David President and CEO 02/23/2026 AP Indirect COM 60,000 $12.18 $730,794.00 60,000 Destefano David Director 02/23/2026 DF Direct COM 47,112 $12.03 $566,757.36 1,198,267 Destefano David Director 02/23/2026 AM Direct COM 101,395 $0.00 $0.00 1,245,379 Schwab John R CHIEF FINANCIAL OFFICER 02/20/2026 DF Direct COM 8,598 $12.74 $109,538.52 118,377 Schwab John R CHIEF FINANCIAL OFFICER 02/20/2026 AM Direct COM 15,878 $0.00 $0.00 126,975 Schwab John R CHIEF FINANCIAL OFFICER 02/20/2026 DF Direct COM 12,936 $12.74 $164,804.64 111,097 Schwab John R CHIEF FINANCIAL OFFICER 02/20/2026 AM Direct COM 23,888 $0.00 $0.00 124,033 Andersen Eric C. Director 02/20/2026 AP Direct COM 40,000 $12.91 $516,400.00 150,341 Rowland Bryan T.R. GENERAL COUNSEL 02/20/2026 DF Direct COM 976 $12.74 $12,434.24 8,212 Rowland Bryan T.R. GENERAL COUNSEL 02/20/2026 AM Direct COM 2,975 $0.00 $0.00 9,188 Rowland Bryan T.R. GENERAL COUNSEL 02/20/2026 DF Direct COM 1,259 $12.74 $16,039.66 6,213 Rowland Bryan T.R. GENERAL COUNSEL 02/20/2026 AM Direct COM 4,133 $0.00 $0.00 7,472 Leib Ryan J Chief Accounting Officer 02/20/2026 DF Direct COM 782 $12.74 $9,962.68 7,423 Leib Ryan J Chief Accounting Officer 02/20/2026 AM Direct COM 2,313 $0.00 $0.00 8,205 Leib Ryan J Chief Accounting Officer 02/20/2026 DF Direct COM 1,263 $12.74 $16,090.62 5,892 Leib Ryan J Chief Accounting Officer 02/20/2026 AM Direct COM 4,035 $0.00 $0.00 7,155 Destefano David Director 02/20/2026 DF Direct COM 12,523 $12.74 $159,543.02 1,143,984 Destefano David Director 02/20/2026 AM Direct COM 44,014 $0.00 $0.00 1,156,507
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Filer's Name
Relationship/
Trans.
Trans. Type
Ownership Type
Security Type
Shares
Price
Trans.
Total Shares Owned
Young Christopher David President and CEO 02/23/2026 AP Indirect COM 60,000 $12.18 $730,794.00 60,000 Andersen Eric C. Director 02/20/2026 AP Direct COM 40,000 $12.91 $516,400.00 150,341 Westphal Jeffrey Other 02/17/2026 AP Indirect COM 150,000 $12.53 $1,880,235.00 397,740 Westphal Jeffrey Other 02/13/2026 AP Indirect COM 247,740 $13.08 $3,241,058.55 247,740 Mendola Mark J Director 06/11/2025 AA Direct COM 5,327 $0.00 $0.00 5,327 Andersen Eric C. Director 06/11/2025 AA Direct COM 5,327 $0.00 $0.00 110,341 Saunders Philip Seth Director 06/11/2025 AA Direct COM 5,327 $0.00 $0.00 34,968 Thompson Stefanie Westphal Director 06/11/2025 AA Direct COM 5,327 $0.00 $0.00 51,357 Radcliffe Amanda Westphal Director 06/11/2025 AA Direct COM 5,327 $0.00 $0.00 143,392 Stamm John Richard Director 06/11/2025 AA Direct COM 5,327 $0.00 $0.00 17,047 Gayton Bradley M Director 06/11/2025 AA Direct COM 5,327 $0.00 $0.00 52,862 Westphal Jeffrey Other 06/09/2025 AC Indirect COM 332,244 $0.00 $0.00 332,244 Westphal Jeffrey Other 06/09/2025 AC Indirect COM 1,153,756 $0.00 $0.00 1,153,756 Westphal Jeffrey Other 06/09/2025 AC Indirect COM 1,514,000 $0.00 $0.00 1,514,000 Item Second Irr. Trust Fbo Andrea P. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 Other 05/20/2025 AC Direct COM 400,000 $0.00 $0.00 400,000 Item Second Irr. Trust Fbo Melanie H. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 Other 05/20/2025 AC Direct COM 300,000 $0.00 $0.00 300,000 Item Second Irr. Trust Fbo Mackenzie S. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 Other 05/20/2025 AC Direct COM 600,000 $0.00 $0.00 600,000 2020 Irrevocable Trust For Benefit Of Constance A. Thompson Other 05/20/2025 AC Direct COM 22,500 $0.00 $0.00 22,500 Gayton Bradley M Director 03/04/2025 AP Direct COM 9,350 $31.85 $297,790.96 47,535 Gayton Bradley M Director 03/04/2025 AP Direct COM 50 $31.82 $1,590.75 38,185 Westphal Jeffrey Other 12/20/2024 AC Direct COM 450,000 $0.00 $0.00 457,895 Westphal Jeffrey Other 12/12/2024 AC Indirect COM 575,000 $0.00 $0.00 575,000 Westphal Jeffrey Other 11/11/2024 AC Indirect COM 2,485,000 $0.00 $0.00 2,485,000 Westphal Jeffrey Other 10/03/2024 AC Indirect COM 170,359 $0.00 $0.00 1,225,000 Andersen Eric C. Director 06/12/2024 AA Direct COM 5,705 $0.00 $0.00 83,014
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Filer's Name
Relationship/
Trans.
Trans. Type
Ownership Type
Security Type
Shares
Price
Trans.
Total Shares Owned
Item Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Other 03/09/2026 DP Direct COM 10,000 $15.05 $150,477.00 1,221,100 Destefano David Director 02/24/2026 DF Direct COM 51,983 $13.26 $689,294.58 1,255,517 Schwab John R CHIEF FINANCIAL OFFICER 02/23/2026 DF Direct COM 16,411 $12.03 $197,424.33 132,271 Rowland Bryan T.R. GENERAL COUNSEL 02/23/2026 DF Direct COM 1,768 $12.03 $21,269.04 12,872 Destefano David Director 02/23/2026 DF Direct COM 47,112 $12.03 $566,757.36 1,198,267 Schwab John R CHIEF FINANCIAL OFFICER 02/20/2026 DF Direct COM 8,598 $12.74 $109,538.52 118,377 Schwab John R CHIEF FINANCIAL OFFICER 02/20/2026 DF Direct COM 12,936 $12.74 $164,804.64 111,097 Rowland Bryan T.R. GENERAL COUNSEL 02/20/2026 DF Direct COM 976 $12.74 $12,434.24 8,212 Rowland Bryan T.R. GENERAL COUNSEL 02/20/2026 DF Direct COM 1,259 $12.74 $16,039.66 6,213 Leib Ryan J Chief Accounting Officer 02/20/2026 DF Direct COM 782 $12.74 $9,962.68 7,423 Leib Ryan J Chief Accounting Officer 02/20/2026 DF Direct COM 1,263 $12.74 $16,090.62 5,892 Destefano David Director 02/20/2026 DF Direct COM 12,523 $12.74 $159,543.02 1,143,984 Destefano David Director 02/20/2026 DF Direct COM 23,705 $12.74 $302,001.70 1,112,493 Schwab John R CHIEF FINANCIAL OFFICER 02/10/2026 DF Direct COM 13,489 $14.88 $200,716.32 100,145 Rowland Bryan T.R. GENERAL COUNSEL 02/10/2026 DF Direct COM 1,341 $14.88 $19,954.08 3,339 Leib Ryan J Chief Accounting Officer 01/30/2026 DF Direct COM 1,359 $18.55 $25,209.45 3,120 Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Other 06/24/2025 DS Direct COM 14,425 $35.24 $508,388.93 173,074 Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Other 06/23/2025 DS Direct COM 510 $35.00 $17,850.00 187,499 Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Other 06/20/2025 DS Direct COM 8,832 $35.12 $310,171.89 188,009 Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Other 06/18/2025 DS Direct COM 157,874 $35.93 $5,672,633.84 196,841 Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Other 06/17/2025 DS Direct COM 145,111 $37.16 $5,392,469.87 354,715 Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 Other 06/16/2025 DS Direct COM 78,248 $36.87 $2,884,722.07 499,826 Westphal Jeffrey Other 06/09/2025 DS Indirect COM 332,244 $38.45 $12,774,781.80 0 Westphal Jeffrey Other 06/09/2025 DS Indirect COM 1,153,756 $38.45 $44,361,918.20 0 Westphal Jeffrey Other 06/09/2025 DS Indirect COM 1,514,000 $38.45 $58,213,300.00 0
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Filer's Name
Relationship/
Trans.
Trans. Type
Ownership Type
Security Type
Shares
Price
Trans.
Total Shares Owned
Destefano David Director 02/24/2026 AM Direct COM 109,233 $0.00 $0.00 1,307,500 Schwab John R CHIEF FINANCIAL OFFICER 02/23/2026 AM Direct COM 30,305 $0.00 $0.00 148,682 Rowland Bryan T.R. GENERAL COUNSEL 02/23/2026 AM Direct COM 6,428 $0.00 $0.00 14,640 Destefano David Director 02/23/2026 AM Direct COM 101,395 $0.00 $0.00 1,245,379 Schwab John R CHIEF FINANCIAL OFFICER 02/20/2026 AM Direct COM 15,878 $0.00 $0.00 126,975 Schwab John R CHIEF FINANCIAL OFFICER 02/20/2026 AM Direct COM 23,888 $0.00 $0.00 124,033 Rowland Bryan T.R. GENERAL COUNSEL 02/20/2026 AM Direct COM 2,975 $0.00 $0.00 9,188 Rowland Bryan T.R. GENERAL COUNSEL 02/20/2026 AM Direct COM 4,133 $0.00 $0.00 7,472 Leib Ryan J Chief Accounting Officer 02/20/2026 AM Direct COM 2,313 $0.00 $0.00 8,205 Leib Ryan J Chief Accounting Officer 02/20/2026 AM Direct COM 4,035 $0.00 $0.00 7,155 Destefano David Director 02/20/2026 AM Direct COM 44,014 $0.00 $0.00 1,156,507 Destefano David Director 02/20/2026 AM Direct COM 69,527 $0.00 $0.00 1,136,198 Schwab John R CHIEF FINANCIAL OFFICER 02/10/2026 AM Direct COM 24,010 $0.00 $0.00 113,634 Rowland Bryan T.R. GENERAL COUNSEL 02/10/2026 AM Direct COM 4,088 $0.00 $0.00 4,680 Leib Ryan J Chief Accounting Officer 01/30/2026 AM Direct COM 4,019 $0.00 $0.00 4,479 Destefano David PRESIDENT & CEO 05/13/2025 AM Direct COM 186,591 $3.73 $696,730.79 1,176,002 Destefano David PRESIDENT & CEO 05/12/2025 AM Direct COM 132,799 $32.16 $4,270,815.84 1,352,527 Destefano David PRESIDENT & CEO 05/12/2025 AM Direct COM 428,396 $2.50 $1,070,990.00 1,219,728 Rowland Bryan T.R. GENERAL COUNSEL 03/19/2025 AM Direct COM 1,007 $32.16 $32,385.12 43,360 Rowland Bryan T.R. GENERAL COUNSEL 03/19/2025 AM Direct COM 31,098 $3.73 $116,119.93 42,353 Andersen Eric C. Director 03/04/2025 AM Direct COM 22,000 $2.50 $55,000.00 105,014 Destefano David PRESIDENT & CEO 02/28/2025 AM Direct COM 28,568 $0.00 $0.00 805,945 Schwab John R CHIEF FINANCIAL OFFICER 02/28/2025 AM Direct COM 1,721 $0.00 $0.00 90,556 Rowland Bryan T.R. GENERAL COUNSEL 02/28/2025 AM Direct COM 867 $0.00 $0.00 11,494 Destefano David PRESIDENT & CEO 02/24/2025 AM Direct COM 109,232 $0.00 $0.00 833,250
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Transaction Type Key A = Acquired, D = Disposed A = Grant, award or other acquisition pursuant to Rule 16b-3(d)
C = Conversion of derivative security |
D = Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e) |
E = Expiration of short derivative position |
F = Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. |
G = Gift |
H = Expiration (or cancellation) of long derivative position with value received |
I = Discretionary transaction in accordance with Rule 16b-3(f) |
J = Other |
L = Small acquisition under Rule 16a-6 |
M = Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 |
O = Exercise of out-of-the-money derivative security |
P = Open market or private purchase |
S = Open market or private sale |
U = Disposition pursuant to a tender of shares in a change of control transaction |
W = Acquisition or disposition by will or the laws of descent and distribution |
X = Exercise of in-the-money or at-the-money derivative security |
Z = Deposit into or withdrawal from voting trust
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