Insider Transactions in Q2 2025 at Vertex, Inc. (VERX)
Insider Transaction List (Q2 2025)
| 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
|