Insider Shareholders with Direct Ownership of Vertex, Inc. (VERX)

VERX Quotes by TradingView

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
Item Second Irr. Trust Fbo Kyle R. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001

> 10% Shareholder

 2,589,000 1,377,900 1,211,100 $39.4 Million 16
Jan 23, 2025 Reduced 1.48%
David De Stefano

PRESIDENT & CEO

 2,482,732 2,167,805 791,332 $25.7 Million 47
Feb 28, 2025 Reduced 1.81%
Item Second Irr. Trust Fbo Jacob J. Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001

> 10% Shareholder

 2,589,000 1,843,294 745,706 $24.2 Million 56
Dec 23, 2024 Reduced 4.73%
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001

> 10% Shareholder

 2,347,020 1,690,001 578,073 $18.8 Million 54
Dec 23, 2024 Reduced 6.02%
Amanda Westphal Radcliffe

130,170 0 138,065 $4.49 Million 6
Jun 12, 2024 Added 3.97%
Eric C. Andersen

200,135 196,438 105,014 $3.41 Million 11
Mar 04, 2025 Added 17.32%
John R Schwab

CHIEF FINANCIAL OFFICER

 301,354 214,362 89,624 $2.91 Million 34
Feb 28, 2025 Reduced 1.03%
Terrence Kyle

Director

 8,494 0 56,011 $1.82 Million 1
May 11, 2021 Added 13.17%
Bradley M Gayton

47,535 0 47,535 $1.54 Million 5
Mar 04, 2025 Added 16.44%
Stefanie Westphal Thompson

38,135 0 46,030 $1.5 Million 4
Jun 12, 2024 Added 11.03%
Kevin L Robert

45,325 33,231 23,936 $777,920 9
Dec 15, 2023 Reduced 26.19%
John Richard Stamm

61,635 109,127 11,720 $380,900 18
Dec 06, 2024 Reduced 24.56%
Bryan T.R. Rowland

GENERAL COUNSEL

 316,091 309,627 11,255 $365,787 29
Feb 28, 2025 Reduced 2.08%
Jeffery Westphal

750,000 450,000 7,895 $256,587 3
Dec 31, 2024 Reduced 98.28%
Ryan J Leib

Chief Accounting Officer

 8,054 2,431 5,755 $187,037 4
Feb 21, 2025 Reduced 16.65%
Lisa Butler

CHIEF ACCOUNTING OFFICER

 430,498 440,800 250 $8,125 35
Mar 14, 2024 Reduced 97.07%
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan

> 10% Shareholder

 281,452 281,452 0 $0 17
Mar 27, 2024 Reduced 100.0%

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