Insider Shareholders with Direct Ownership of Vertex, Inc. (VERX)
This section provides a comprehensive overview of the insiders with direct ownership of Vertex, Inc. (VERX). You can find detailed information about the size and nature of each insider's ownership stake, as well as the latest updates on their holdings.
Vertex, Inc. Insider List
| Insider | Adquired | Disposed | Held | # of Trades | Last Transaction |
|---|---|---|---|---|---|
| 2,589,000 | 1,377,900 | 1,211,100 $42.9 Million | 16 |
Jan 23, 2025
Reduced 1.48%
|
|
|
David De Stefano
PRESIDENT & CEO |
3,230,518 | 2,640,336 | 1,066,587 $37.8 Million | 51 |
May 13, 2025
Reduced 5.23%
|
| 2,589,000 | 1,843,294 | 745,706 $26.4 Million | 56 |
Dec 23, 2024
Reduced 4.73%
|
|
| 600,000 | 0 | 600,000 $21.3 Million | 1 |
May 20, 2025
Added 50.0%
|
|
| 400,000 | 0 | 400,000 $14.2 Million | 1 |
May 20, 2025
Added 50.0%
|
|
| 300,000 | 0 | 300,000 $10.6 Million | 1 |
May 20, 2025
Added 50.0%
|
|
| 2,347,020 | 2,095,001 | 173,073 $6.14 Million | 60 |
Jun 24, 2025
Reduced 7.69%
|
|
| 135,497 | 0 | 143,392 $5.08 Million | 7 |
Jun 11, 2025
Added 3.58%
|
|
| 205,462 | 196,438 | 110,341 $3.91 Million | 12 |
Jun 11, 2025
Added 4.61%
|
|
|
John R Schwab
CHIEF FINANCIAL OFFICER |
301,354 | 214,362 | 89,624 $3.18 Million | 34 |
Feb 28, 2025
Reduced 1.03%
|
|
Terrence Kyle
Director |
8,494 | 0 | 56,011 $1.99 Million | 1 |
May 11, 2021
Added 13.17%
|
| 52,862 | 0 | 52,862 $1.87 Million | 6 |
Jun 11, 2025
Added 9.15%
|
|
| 43,462 | 0 | 51,357 $1.82 Million | 5 |
Jun 11, 2025
Added 9.4%
|
|
| 34,968 | 0 | 34,968 $1.24 Million | 4 |
Jun 11, 2025
Added 13.22%
|
|
| 45,325 | 33,231 | 23,936 $848,531 | 9 |
Dec 15, 2023
Reduced 26.19%
|
|
| 22,500 | 0 | 22,500 $797,625 | 1 |
May 20, 2025
Added 50.0%
|
|
| 66,962 | 109,127 | 17,047 $604,316 | 19 |
Jun 11, 2025
Added 23.81%
|
|
| 750,000 | 450,000 | 7,895 $279,877 | 3 |
Dec 31, 2024
Reduced 98.28%
|
|
| 5,327 | 0 | 5,327 $188,842 | 1 |
Jun 11, 2025
Added 50.0%
|
|
|
Lisa Butler
CHIEF ACCOUNTING OFFICER |
430,498 | 440,800 | 250 $8,862 | 35 |
Mar 14, 2024
Reduced 97.07%
|
|
Bryan T.R. Rowland
GENERAL COUNSEL |
348,196 | 352,855 | 132 $4,679 | 31 |
Mar 19, 2025
Reduced 99.46%
|
|
Ryan J Leib
Chief Accounting Officer |
8,054 | 8,186 | 0 $0 | 5 |
May 13, 2025
Reduced 100.0%
|
|
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan
> 10% Shareholder |
281,452 | 281,452 | 0 $0 | 17 |
Mar 27, 2024
Reduced 100.0%
|