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 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 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 DS Indirect COM 332,244 $38.45 $12,774,781.80 0 Westphal Jeffrey Other 06/09/2025 AC Indirect COM 332,244 $0.00 $0.00 332,244 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 AC Indirect COM 1,153,756 $0.00 $0.00 1,153,756 Westphal Jeffrey Other 06/09/2025 DS Indirect COM 1,514,000 $38.45 $58,213,300.00 0 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 Destefano David PRESIDENT & CEO 05/13/2025 DS Direct COM 58,844 $38.06 $2,239,555.56 1,066,587 Destefano David PRESIDENT & CEO 05/13/2025 DS Direct COM 50,571 $37.27 $1,884,846.91 1,125,431
1 2 3 4 5 6 7 8 9 10 Next Last You are at page 1 of 12 pages
Filer's Name
Relationship/
Trans.
Trans. Type
Ownership Type
Security Type
Shares
Price
Trans.
Total Shares Owned
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 Stamm John Richard Director 06/12/2024 AA Direct COM 5,705 $0.00 $0.00 21,635 Gayton Bradley M Director 06/12/2024 AA Direct COM 5,705 $0.00 $0.00 38,135 Radcliffe Amanda Westphal Director 06/12/2024 AA Direct COM 5,705 $0.00 $0.00 138,065 Thompson Stefanie Westphal Director 06/12/2024 AA Direct COM 5,705 $0.00 $0.00 46,030
1 2 Next Last You are at page 1 of 2 pages
Filer's Name
Relationship/
Trans.
Trans. Type
Ownership Type
Security Type
Shares
Price
Trans.
Total Shares Owned
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 Destefano David PRESIDENT & CEO 05/13/2025 DS Direct COM 58,844 $38.06 $2,239,555.56 1,066,587 Destefano David PRESIDENT & CEO 05/13/2025 DS Direct COM 50,571 $37.27 $1,884,846.91 1,125,431 Leib Ryan J Chief Accounting Officer 05/13/2025 DS Direct COM 5,755 $38.00 $218,690.00 0 Destefano David PRESIDENT & CEO 05/12/2025 DS Direct COM 8,301 $38.65 $320,855.23 989,411 Destefano David PRESIDENT & CEO 05/12/2025 DS Direct COM 64,018 $37.82 $2,421,391.22 997,712 Destefano David PRESIDENT & CEO 05/12/2025 DS Direct COM 290,797 $37.18 $10,810,960.07 1,061,730 Rowland Bryan T.R. GENERAL COUNSEL 03/19/2025 DS Direct COM 24,246 $36.22 $878,294.38 132 Rowland Bryan T.R. GENERAL COUNSEL 03/19/2025 DS Direct COM 18,982 $35.68 $677,220.81 24,378 Destefano David PRESIDENT & CEO 02/28/2025 DF Direct COM 14,613 $32.29 $471,853.77 791,332 Schwab John R CHIEF FINANCIAL OFFICER 02/28/2025 DF Direct COM 932 $32.29 $30,094.28 89,624 Rowland Bryan T.R. GENERAL COUNSEL 02/28/2025 DF Direct COM 239 $32.29 $7,717.31 11,255 Destefano David PRESIDENT & CEO 02/24/2025 DF Direct COM 55,873 $43.64 $2,438,297.72 777,377 Schwab John R CHIEF FINANCIAL OFFICER 02/21/2025 DF Direct COM 16,411 $44.21 $725,530.31 88,835 Schwab John R CHIEF FINANCIAL OFFICER 02/21/2025 DF Direct COM 12,935 $44.21 $571,856.35 74,941 Rowland Bryan T.R. GENERAL COUNSEL 02/21/2025 DF Direct COM 1,768 $44.21 $78,163.28 10,627 Rowland Bryan T.R. GENERAL COUNSEL 02/21/2025 DF Direct COM 1,136 $44.21 $50,222.56 5,966
1 2 3 4 5 6 7 8 9 Next Last You are at page 1 of 9 pages
Filer's Name
Relationship/
Trans.
Trans. Type
Ownership Type
Security Type
Shares
Price
Trans.
Total Shares Owned
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 Schwab John R CHIEF FINANCIAL OFFICER 02/21/2025 AM Direct COM 30,305 $0.00 $0.00 105,246 Schwab John R CHIEF FINANCIAL OFFICER 02/21/2025 AM Direct COM 23,887 $0.00 $0.00 87,876 Rowland Bryan T.R. GENERAL COUNSEL 02/21/2025 AM Direct COM 6,429 $0.00 $0.00 12,395 Rowland Bryan T.R. GENERAL COUNSEL 02/21/2025 AM Direct COM 4,132 $0.00 $0.00 7,102 Leib Ryan J Chief Accounting Officer 02/21/2025 AM Direct COM 4,035 $0.00 $0.00 6,905 Destefano David PRESIDENT & CEO 02/21/2025 AM Direct COM 101,395 $0.00 $0.00 775,882 Destefano David PRESIDENT & CEO 02/21/2025 AM Direct COM 69,527 $0.00 $0.00 706,765 Rowland Bryan T.R. GENERAL COUNSEL 02/10/2025 AM Direct COM 4,088 $0.00 $0.00 4,220 Schwab John R CHIEF FINANCIAL OFFICER 02/10/2025 AM Direct COM 24,009 $0.00 $0.00 77,113 Leib Ryan J Chief Accounting Officer 01/31/2025 AM Direct COM 4,019 $0.00 $0.00 4,151 Schwab John R CHIEF FINANCIAL OFFICER 12/17/2024 AM Direct COM 20,000 $4.70 $94,000.00 73,104 Destefano David PRESIDENT & CEO 12/12/2024 AM Direct COM 343,893 $0.15 $52,615.63 637,238 Destefano David PRESIDENT & CEO 12/11/2024 AM Direct COM 216,268 $2.50 $540,670.00 509,613 Destefano David PRESIDENT & CEO 12/10/2024 AM Direct COM 164,832 $2.50 $412,080.00 458,177 Rowland Bryan T.R. GENERAL COUNSEL 11/26/2024 AM Direct COM 3,020 $32.16 $97,123.20 3,020
1 2 Next Last You are at page 1 of 2 pages
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
Send to Excel
