Vertex, Inc.
VERX
18 insider filings · Latest: Mar 9, 2026
Common Stock Transactions
| Txn Date | Accepted | Insider | Type | Shares | Avg Price | Value | Shares Owned | Filing |
|---|---|---|---|---|---|---|---|---|
| Mar 9, 2026 | Mar 9 11:43 PM | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% Owner | Purchase | 10,000 | $15.05 | $150.5K | 1,221,100(D) | View → |
| Feb 23, 2026 | Feb 25 9:15 PM | Christopher David YoungDirector, President and CEO | Purchase | 60,000 | $12.18 | $730.8K | 60,000(I) | View → |
| Feb 20, 2026 | Feb 23 9:47 PM | Eric C. AndersenDirector | Purchase | 40,000 | $12.91 | $516.4K | 150,341(D) | View → |
| Feb 17, 2026 | Feb 18 10:22 PM | Jeffrey WestphalOther | Purchase | 150,000 | $12.53 | $1.9M | 397,740(I) | View → |
| Feb 13, 2026 | Feb 18 10:22 PM | Jeffrey WestphalOther | Purchase | 247,740 | $13.08 | $3.2M | 247,740(I) | View → |
| Jun 16, 2025 | Jun 16 3:39 PM | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Proposed Sale | 405,000 | $37.17 | $15.1M | — | View → |
| Jun 9, 2025 | Jun 9 9:33 PM | Jeffrey Westphal | Proposed Sale | 3,000,000 | $41.07 | $123.2M | — | View → |
| May 13, 2025 | May 13 6:27 PM | Leib Ryan J | Proposed Sale | 5,755 | $38.00 | $218.7K | — | View → |
| May 13, 2025 | May 13 2:33 PM | DeStefano David | Proposed Sale | 109,415 | $37.48 | $4.1M | — | View → |
| May 12, 2025 | May 12 5:23 PM | DeStefano David | Proposed Sale | 363,116 | $39.32 | $14.3M | — | View → |
| Mar 19, 2025 | Mar 19 8:21 PM | Rowland Bryan T.R. | Proposed Sale | 43,228 | $35.98 | $1.6M | — | View → |
| Jan 14, 2025 | Jan 14 9:55 PM | Jeff and Jenifer Westphal Foundation | Proposed Sale | 534,778 | $52.43 | $28.0M | — | View → |
| Dec 17, 2024 | Dec 17 6:25 PM | SCHWAB JOHN R | Proposed Sale | 20,000 | $53.05 | $1.1M | — | View → |
| Dec 12, 2024 | Dec 12 9:46 PM | Jeffrey Westphal | Proposed Sale | 575,000 | $54.90 | $31.6M | — | View → |
| Dec 11, 2024 | Dec 11 9:22 PM | DeStefano David | Proposed Sale | 216,268 | $55.04 | $11.9M | — | View → |
| Dec 10, 2024 | Dec 10 9:45 PM | DeStefano David | Proposed Sale | 164,832 | $55.03 | $9.1M | — | View → |
| Dec 6, 2024 | Dec 6 7:15 PM | Stamm John Richard | Proposed Sale | 3,815 | $56.11 | $214.1K | — | View → |
| Dec 6, 2024 | Dec 5 9:42 PM | DeStefano David | Proposed Sale | 17,900 | $55.87 | $1.0M | — | View → |
| Nov 26, 2024 | Nov 26 9:16 PM | DeStefano David | Proposed Sale | 25,607 | $55.00 | $1.4M | — | View → |
| Nov 26, 2024 | Nov 26 4:44 PM | Rowland Bryan T.R. | Proposed Sale | 3,020 | $55.08 | $166.3K | — | View → |
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Stock Options & Derivatives
| Txn Date | Accepted | Insider | Type | Shares | Exercise Price | Shares Owned | Filing |
|---|---|---|---|---|---|---|---|
| Feb 24, 2026 | Feb 26 9:18 PM | DeStefano DavidDirector | Option Exercise | 109,233 | — | 0(D) | View → |
| Feb 23, 2026 | Feb 25 9:14 PM | DeStefano DavidDirector | Option Exercise | 101,395 | — | 101,396(D) | View → |
| Feb 23, 2026 | Feb 25 9:13 PM | Bryan T.R. RowlandGENERAL COUNSEL | Option Exercise | 6,428 | — | 6,429(D) | View → |
| Feb 23, 2026 | Feb 25 9:12 PM | John R SchwabCHIEF FINANCIAL OFFICER | Option Exercise | 30,305 | — | 30,305(D) | View → |
| Feb 20, 2026 | Feb 24 9:26 PM | DeStefano DavidDirector | Option Exercise | 113,541 | — | 132,043(D) | View → |
| Feb 20, 2026 | Feb 24 9:26 PM | John R SchwabCHIEF FINANCIAL OFFICER | Option Exercise | 39,766 | — | 47,635(D) | View → |
| Feb 20, 2026 | Feb 24 9:25 PM | Bryan T.R. RowlandGENERAL COUNSEL | Option Exercise | 7,108 | — | 8,926(D) | View → |
| Feb 20, 2026 | Feb 24 9:24 PM | Ryan J LeibChief Accounting Officer | Option Exercise | 6,348 | — | 6,941(D) | View → |
| Feb 19, 2026 | Feb 23 9:46 PM | Ryan J LeibChief Accounting Officer | Grant/Award | 33,891 | — | 33,891(D) | View → |
| Feb 19, 2026 | Feb 23 9:45 PM | Bryan T.R. RowlandGENERAL COUNSEL | Grant/Award | 43,443 | — | 43,443(D) | View → |
| Feb 19, 2026 | Feb 23 9:44 PM | John R SchwabCHIEF FINANCIAL OFFICER | Grant/Award | 269,399 | — | 269,399(D) | View → |
| Feb 10, 2026 | Feb 12 9:18 PM | Bryan T.R. RowlandGENERAL COUNSEL | Option Exercise | 4,088 | — | 0(D) | View → |
| Feb 10, 2026 | Feb 12 9:17 PM | John R SchwabCHIEF FINANCIAL OFFICER | Option Exercise | 24,010 | — | 0(D) | View → |
| Jan 30, 2026 | Feb 3 9:15 PM | Ryan J LeibChief Accounting Officer | Option Exercise | 4,019 | — | 8,039(D) | View → |