Latest Insider Transactions at Vertex, Inc. (VERX)
This section provides a real-time view of insider transactions for Vertex, Inc. (VERX). The data is sourced from Form 4 filings with the SEC, which are filed by insiders of Vertex, Inc. to disclose their transactions in the company's securities. By reviewing this information, investors can gain insights into the trading activity of Vertex, Inc.'s insiders and make more informed investment decisions.
Insider Transaction List
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Jun 24
2025
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
14,425
-7.69%
|
$504,875
$35.24 P/Share
|
|
Jun 23
2025
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
510
-0.27%
|
$17,850
$35.0 P/Share
|
|
Jun 20
2025
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
8,832
-4.49%
|
$309,120
$35.12 P/Share
|
|
Jun 18
2025
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
157,874
-44.51%
|
$5,525,590
$35.93 P/Share
|
|
Jun 17
2025
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
145,111
-29.03%
|
$5,369,107
$37.16 P/Share
|
|
Jun 16
2025
|
Item Second Irr. Trust Fbo Anne Marie Westphal U/A Of Jeffrey R. Westphal Dated October 5, 2001 > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
78,248
-13.54%
|
$2,816,928
$36.87 P/Share
|
|
Jun 11
2025
|
Mark J Mendola |
BUY
Grant, award, or other acquisition
|
Direct |
5,327
+50.0%
|
-
|
|
Jun 11
2025
|
Eric C. Andersen |
BUY
Grant, award, or other acquisition
|
Direct |
5,327
+4.61%
|
-
|
|
Jun 11
2025
|
Philip Seth Saunders |
BUY
Grant, award, or other acquisition
|
Direct |
5,327
+13.22%
|
-
|
|
Jun 11
2025
|
Stefanie Westphal Thompson |
BUY
Grant, award, or other acquisition
|
Direct |
5,327
+9.4%
|
-
|
|
Jun 11
2025
|
Amanda Westphal Radcliffe |
BUY
Grant, award, or other acquisition
|
Direct |
5,327
+3.58%
|
-
|
|
Jun 11
2025
|
John Richard Stamm |
BUY
Grant, award, or other acquisition
|
Direct |
5,327
+23.81%
|
-
|
|
Jun 11
2025
|
Bradley M Gayton |
BUY
Grant, award, or other acquisition
|
Direct |
5,327
+9.15%
|
-
|
|
Jun 09
2025
|
Jeffery Westphal |
SELL
Open market or private sale
|
Indirect |
3,000,000
-100.0%
|
$114,000,000
$38.45 P/Share
|
|
Jun 09
2025
|
Jeffery Westphal |
BUY
Conversion of derivative security
|
Indirect |
3,000,000
+50.0%
|
-
|
|
May 20
2025
|
Item Second Irr. Trust Fbo Mackenzie S. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 |
BUY
Conversion of derivative security
|
Direct |
600,000
+50.0%
|
-
|
|
May 20
2025
|
2020 Irrevocable Trust For Benefit Of Constance A. Thompson |
BUY
Conversion of derivative security
|
Direct |
22,500
+50.0%
|
-
|
|
May 20
2025
|
Item Second Irr. Trust Fbo Andrea P. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 |
BUY
Conversion of derivative security
|
Direct |
400,000
+50.0%
|
-
|
|
May 20
2025
|
Item Second Irr. Trust Fbo Melanie H. Lucas U/A Of Stefanie W. Lucas Dated October 5, 2001 |
BUY
Conversion of derivative security
|
Direct |
300,000
+50.0%
|
-
|
|
May 13
2025
|
Ryan J Leib Chief Accounting Officer |
SELL
Open market or private sale
|
Direct |
5,755
-100.0%
|
$218,690
$38.0 P/Share
|
|
May 13
2025
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
109,415
-4.76%
|
$4,048,355
$37.67 P/Share
|
|
May 13
2025
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
186,591
+13.69%
|
$559,773
$3.73 P/Share
|
|
May 12
2025
|
David De Stefano PRESIDENT & CEO |
SELL
Open market or private sale
|
Direct |
363,116
-9.45%
|
$13,435,292
$37.88 P/Share
|
|
May 12
2025
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
561,195
+17.47%
|
$9,540,315
$17.33 P/Share
|
|
Mar 19
2025
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Open market or private sale
|
Direct |
43,228
-71.62%
|
$1,512,980
$35.95 P/Share
|
|
Mar 19
2025
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
32,105
+22.3%
|
$545,785
$17.95 P/Share
|
|
Mar 04
2025
|
Eric C. Andersen |
BUY
Exercise of conversion of derivative security
|
Direct |
22,000
+17.32%
|
$44,000
$2.5 P/Share
|
|
Mar 04
2025
|
Bradley M Gayton |
BUY
Open market or private purchase
|
Direct |
9,400
+8.28%
|
$291,400
$31.84 P/Share
|
|
Feb 28
2025
|
David De Stefano PRESIDENT & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
14,613
-1.81%
|
$467,616
$32.29 P/Share
|
|
Feb 28
2025
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
28,568
+3.42%
|
-
|
|
Feb 28
2025
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
932
-1.03%
|
$29,824
$32.29 P/Share
|
|
Feb 28
2025
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
1,721
+1.87%
|
-
|
|
Feb 28
2025
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Payment of exercise price or tax liability
|
Direct |
239
-2.08%
|
$7,648
$32.29 P/Share
|
|
Feb 28
2025
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
867
+7.01%
|
-
|
|
Feb 24
2025
|
David De Stefano PRESIDENT & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
55,873
-6.71%
|
$2,402,539
$43.64 P/Share
|
|
Feb 24
2025
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
109,232
+11.59%
|
-
|
|
Feb 21
2025
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
29,346
-15.16%
|
$1,291,224
$44.21 P/Share
|
|
Feb 21
2025
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
54,192
+21.86%
|
-
|
|
Feb 21
2025
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Payment of exercise price or tax liability
|
Direct |
2,904
-15.13%
|
$127,776
$44.21 P/Share
|
|
Feb 21
2025
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
10,561
+35.47%
|
-
|
|
Feb 21
2025
|
Ryan J Leib Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,150
-16.65%
|
$50,600
$44.21 P/Share
|
|
Feb 21
2025
|
Ryan J Leib Chief Accounting Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
4,035
+36.88%
|
-
|
|
Feb 21
2025
|
David De Stefano PRESIDENT & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
84,142
-5.63%
|
$3,702,248
$44.21 P/Share
|
|
Feb 21
2025
|
David De Stefano PRESIDENT & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
170,922
+10.26%
|
-
|
|
Feb 10
2025
|
Bryan T.R. Rowland GENERAL COUNSEL |
SELL
Payment of exercise price or tax liability
|
Direct |
1,250
-29.62%
|
$70,000
$56.02 P/Share
|
|
Feb 10
2025
|
Bryan T.R. Rowland GENERAL COUNSEL |
BUY
Exercise of conversion of derivative security
|
Direct |
4,088
+49.21%
|
-
|
|
Feb 10
2025
|
John R Schwab CHIEF FINANCIAL OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
13,124
-17.02%
|
$734,944
$56.02 P/Share
|
|
Feb 10
2025
|
John R Schwab CHIEF FINANCIAL OFFICER |
BUY
Exercise of conversion of derivative security
|
Direct |
24,009
+23.74%
|
-
|
|
Jan 31
2025
|
Ryan J Leib Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,281
-30.86%
|
$73,017
$57.75 P/Share
|
|
Jan 31
2025
|
Ryan J Leib Chief Accounting Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
4,019
+49.19%
|
-
|