- Ownership
-
Vertex, Inc. Insider Trading
* In original currency USD
Loading Data
| Transaction Date (SEC Report) |
Reporting Name | Relationship | Shrs. Owned | Type | Acq./Disp. | Shrs. Transacted | Price | Total Amount |
|---|---|---|---|---|---|---|---|---|
| Tuesday, February 10th, 2026 | Rowland Bryan T.R. | officer: GENERAL COUNSEL | 4,680 | M-Exempt | A | 4,088 | 0.00 USD | 0 USD |
| Tuesday, February 10th, 2026 | Rowland Bryan T.R. | officer: GENERAL COUNSEL | 3,339 | F-InKind | D | 1,341 | 14.88 USD | 19,954 USD |
| Tuesday, February 10th, 2026 | Rowland Bryan T.R. | officer: GENERAL COUNSEL | 0 | M-Exempt | D | 4,088 | 0.00 USD | 0 USD |
| Tuesday, February 10th, 2026 | SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | 113,634 | M-Exempt | A | 24,010 | 0.00 USD | 0 USD |
| Tuesday, February 10th, 2026 | SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | 100,145 | F-InKind | D | 13,489 | 14.88 USD | 200,716 USD |
| Tuesday, February 10th, 2026 | SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | 0 | M-Exempt | D | 24,010 | 0.00 USD | 0 USD |
| Friday, January 30th, 2026 | Leib Ryan J | officer: Chief Accounting Officer | 8,039 | M-Exempt | D | 4,019 | 0.00 USD | 0 USD |
| Friday, January 30th, 2026 | Leib Ryan J | officer: Chief Accounting Officer | 4,479 | M-Exempt | A | 4,019 | 0.00 USD | 0 USD |
| Friday, January 30th, 2026 | Leib Ryan J | officer: Chief Accounting Officer | 3,120 | F-InKind | D | 1,359 | 18.55 USD | 25,210 USD |
| Monday, December 1st, 2025 | Young Christopher David | director, officer: President and CEO | 1,300,728 | A-Award | A | 1,300,728 | 0.00 USD | 0 USD |
| Monday, November 10th, 2025 | Young Christopher David | 0 | 0 | 0.00 USD | 0 USD | |||
| Friday, June 20th, 2025 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner, other: 13(D) GROUP MEMBER | 188,008.706 | S-Sale | D | 8,832 | 35.12 USD | 310,172 USD |
| Monday, June 23rd, 2025 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner, other: 13(D) GROUP MEMBER | 187,498.706 | S-Sale | D | 510 | 35.00 USD | 17,850 USD |
| Tuesday, June 24th, 2025 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner, other: 13(D) GROUP MEMBER | 173,073.706 | S-Sale | D | 14,425 | 35.24 USD | 508,389 USD |
| Monday, June 16th, 2025 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner, other: 13(D) GROUP MEMBER | 499,825.706 | S-Sale | D | 78,248 | 36.87 USD | 2,884,722 USD |
| Tuesday, June 17th, 2025 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner, other: 13(D) GROUP MEMBER | 354,714.706 | S-Sale | D | 145,111 | 37.16 USD | 5,392,470 USD |
| Wednesday, June 18th, 2025 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10 percent owner, other: 13(D) GROUP MEMBER | 196,840.706 | S-Sale | D | 157,874 | 35.93 USD | 5,672,634 USD |
| Wednesday, June 11th, 2025 | Gayton Bradley M | director | 52,862 | A-Award | A | 5,327 | 0.00 USD | 0 USD |
| Wednesday, June 11th, 2025 | Stamm John Richard | director | 17,047 | A-Award | A | 5,327 | 0.00 USD | 0 USD |
| Wednesday, June 11th, 2025 | Radcliffe Amanda Westphal | director, 10 percent owner: | 143,392 | A-Award | A | 5,327 | 0.00 USD | 0 USD |
| Wednesday, June 11th, 2025 | Thompson Stefanie Westphal | director, 10 percent owner: | 51,357 | A-Award | A | 5,327 | 0.00 USD | 0 USD |
| Wednesday, June 11th, 2025 | Saunders Philip Seth | director | 34,968 | A-Award | A | 5,327 | 0.00 USD | 0 USD |
| Wednesday, June 11th, 2025 | ANDERSEN ERIC C. | director | 110,341 | A-Award | A | 5,327 | 0.00 USD | 0 USD |
| Wednesday, June 11th, 2025 | Mendola Mark J | director | 5,327 | A-Award | A | 5,327 | 0.00 USD | 0 USD |
| Wednesday, June 11th, 2025 | Mendola Mark J | 0 | 0 | 0.00 USD | 0 USD | |||
| Monday, June 9th, 2025 | Westphal Jeffrey | other: See Remarks | 1,514,000 | C-Conversion | A | 1,514,000 | 0.00 USD | 0 USD |
| Monday, June 9th, 2025 | Westphal Jeffrey | other: See Remarks | 1,153,756 | C-Conversion | A | 1,153,756 | 0.00 USD | 0 USD |
| Monday, June 9th, 2025 | Westphal Jeffrey | other: See Remarks | 1,125,927 | C-Conversion | D | 1,514,000 | 0.00 USD | 0 USD |
| Monday, June 9th, 2025 | Westphal Jeffrey | other: See Remarks | 332,244 | C-Conversion | A | 332,244 | 0.00 USD | 0 USD |
| Monday, June 9th, 2025 | Westphal Jeffrey | other: See Remarks | 0 | S-Sale | D | 332,244 | 38.45 USD | 12,774,782 USD |
| Monday, June 9th, 2025 | Westphal Jeffrey | other: See Remarks | 0 | C-Conversion | D | 332,244 | 0.00 USD | 0 USD |
| Tuesday, May 20th, 2025 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON | 10 percent owner, other: 13(d) Group Member | 90,080.918 | C-Conversion | D | 22,500 | 0.00 USD | 0 USD |
| Tuesday, May 20th, 2025 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON | 10 percent owner, other: 13(d) Group Member | 22,500 | C-Conversion | A | 22,500 | 0.00 USD | 0 USD |
| Tuesday, May 20th, 2025 | ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10 percent owner, other: 13(d) Group Member | 1,341,750 | C-Conversion | D | 600,000 | 0.00 USD | 0 USD |
| Tuesday, May 20th, 2025 | ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10 percent owner, other: 13(d) Group Member | 600,000 | C-Conversion | A | 600,000 | 0.00 USD | 0 USD |
| Tuesday, May 20th, 2025 | ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10 percent owner, other: 13(d) Group Member | 1,641,750 | C-Conversion | D | 300,000 | 0.00 USD | 0 USD |
| Tuesday, May 20th, 2025 | ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10 percent owner, other: 13(d) Group Member | 300,000 | C-Conversion | A | 300,000 | 0.00 USD | 0 USD |
| Tuesday, May 20th, 2025 | ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10 percent owner, other: 13(d) Group Member | 1,583,967.844 | C-Conversion | D | 400,000 | 0.00 USD | 0 USD |
| Tuesday, May 20th, 2025 | ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10 percent owner, other: 13(d) Group Member | 400,000 | C-Conversion | A | 400,000 | 0.00 USD | 0 USD |
| Tuesday, May 13th, 2025 | Leib Ryan J | officer: Chief Accounting Officer | 0 | S-Sale | D | 5,755 | 38.00 USD | 218,690 USD |
| Monday, May 12th, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 1,352,527 | M-Exempt | A | 132,799 | 32.16 USD | 4,270,816 USD |
| Monday, May 12th, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 1,219,728 | M-Exempt | A | 428,396 | 2.50 USD | 1,070,990 USD |
| Tuesday, May 13th, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 1,176,002 | M-Exempt | A | 186,591 | 3.73 USD | 696,731 USD |
| Tuesday, May 13th, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 1,125,431 | S-Sale | D | 50,571 | 37.27 USD | 1,884,847 USD |
| Tuesday, May 13th, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 1,066,587 | S-Sale | D | 58,844 | 38.06 USD | 2,239,556 USD |
| Monday, May 12th, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 1,061,730 | S-Sale | D | 290,797 | 37.18 USD | 10,810,960 USD |
| Monday, May 12th, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 997,712 | S-Sale | D | 64,018 | 37.82 USD | 2,421,391 USD |
| Monday, May 12th, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 989,411 | S-Sale | D | 8,301 | 38.65 USD | 320,855 USD |
| Monday, May 12th, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 0 | M-Exempt | D | 132,799 | 32.16 USD | 4,270,816 USD |
| Monday, May 12th, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 0 | M-Exempt | D | 428,396 | 2.50 USD | 1,070,990 USD |
| Tuesday, May 13th, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 0 | M-Exempt | D | 186,591 | 3.73 USD | 696,731 USD |
| Wednesday, March 19th, 2025 | Rowland Bryan T.R. | officer: GENERAL COUNSEL | 43,360 | M-Exempt | A | 1,007 | 32.16 USD | 32,385 USD |
| Wednesday, March 19th, 2025 | Rowland Bryan T.R. | officer: GENERAL COUNSEL | 42,353 | M-Exempt | A | 31,098 | 3.73 USD | 116,120 USD |
| Wednesday, March 19th, 2025 | Rowland Bryan T.R. | officer: GENERAL COUNSEL | 24,378 | S-Sale | D | 18,982 | 35.68 USD | 677,221 USD |
| Wednesday, March 19th, 2025 | Rowland Bryan T.R. | officer: GENERAL COUNSEL | 132 | S-Sale | D | 24,246 | 36.22 USD | 878,294 USD |
| Wednesday, March 19th, 2025 | Rowland Bryan T.R. | officer: GENERAL COUNSEL | 0 | M-Exempt | D | 31,098 | 3.73 USD | 116,120 USD |
| Wednesday, March 19th, 2025 | Rowland Bryan T.R. | officer: GENERAL COUNSEL | 0 | M-Exempt | D | 1,007 | 32.16 USD | 32,385 USD |
| Tuesday, March 4th, 2025 | Gayton Bradley M | director | 47,535 | P-Purchase | A | 9,350 | 31.85 USD | 297,791 USD |
| Tuesday, March 4th, 2025 | Gayton Bradley M | director | 38,185 | P-Purchase | A | 50 | 31.82 USD | 1,591 USD |
| Friday, February 28th, 2025 | Rowland Bryan T.R. | officer: GENERAL COUNSEL | 11,494 | M-Exempt | A | 867 | 0.00 USD | 0 USD |
| Friday, February 28th, 2025 | Rowland Bryan T.R. | officer: GENERAL COUNSEL | 11,255 | F-InKind | D | 239 | 32.29 USD | 7,717 USD |
| Friday, February 28th, 2025 | Rowland Bryan T.R. | officer: GENERAL COUNSEL | 0 | M-Exempt | D | 867 | 0.00 USD | 0 USD |
| Friday, February 28th, 2025 | SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | 90,556 | M-Exempt | A | 1,721 | 0.00 USD | 0 USD |
| Friday, February 28th, 2025 | SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | 89,624 | F-InKind | D | 932 | 32.29 USD | 30,094 USD |
| Friday, February 28th, 2025 | SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | 0 | M-Exempt | D | 1,721 | 0.00 USD | 0 USD |
| Friday, February 28th, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 805,945 | M-Exempt | A | 28,568 | 0.00 USD | 0 USD |
| Friday, February 28th, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 791,332 | F-InKind | D | 14,613 | 32.29 USD | 471,854 USD |
| Friday, February 28th, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 0 | M-Exempt | D | 28,568 | 0.00 USD | 0 USD |
| Monday, February 24th, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 833,250 | M-Exempt | A | 109,232 | 0.00 USD | 0 USD |
| Monday, February 24th, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 777,377 | F-InKind | D | 55,873 | 43.64 USD | 2,438,298 USD |
| Monday, February 24th, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 109,233 | M-Exempt | D | 109,232 | 0.00 USD | 0 USD |
| Friday, February 21st, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 775,882 | M-Exempt | A | 101,395 | 0.00 USD | 0 USD |
| Friday, February 21st, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 724,018 | F-InKind | D | 51,864 | 44.21 USD | 2,292,907 USD |
| Friday, February 21st, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 706,765 | M-Exempt | A | 69,527 | 0.00 USD | 0 USD |
| Friday, February 21st, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 674,487 | F-InKind | D | 32,278 | 44.21 USD | 1,427,010 USD |
| Friday, February 21st, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 208,582 | M-Exempt | D | 69,527 | 0.00 USD | 0 USD |
| Friday, February 21st, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 202,791 | M-Exempt | D | 101,395 | 0.00 USD | 0 USD |
| Friday, February 21st, 2025 | Leib Ryan J | officer: Chief Accounting Officer | 12,106 | M-Exempt | D | 4,035 | 0.00 USD | 0 USD |
| Friday, February 21st, 2025 | Leib Ryan J | officer: Chief Accounting Officer | 6,905 | M-Exempt | A | 4,035 | 0.00 USD | 0 USD |
| Friday, February 21st, 2025 | Leib Ryan J | officer: Chief Accounting Officer | 5,755 | F-InKind | D | 1,150 | 44.21 USD | 50,842 USD |
| Friday, February 21st, 2025 | Rowland Bryan T.R. | officer: GENERAL COUNSEL | 12,857 | M-Exempt | D | 6,429 | 0.00 USD | 0 USD |
| Friday, February 21st, 2025 | Rowland Bryan T.R. | officer: GENERAL COUNSEL | 12,399 | M-Exempt | D | 4,132 | 0.00 USD | 0 USD |
| Friday, February 21st, 2025 | Rowland Bryan T.R. | officer: GENERAL COUNSEL | 12,395 | M-Exempt | A | 6,429 | 0.00 USD | 0 USD |
| Friday, February 21st, 2025 | Rowland Bryan T.R. | officer: GENERAL COUNSEL | 10,627 | F-InKind | D | 1,768 | 44.21 USD | 78,163 USD |
| Friday, February 21st, 2025 | Rowland Bryan T.R. | officer: GENERAL COUNSEL | 7,102 | M-Exempt | A | 4,132 | 0.00 USD | 0 USD |
| Friday, February 21st, 2025 | Rowland Bryan T.R. | officer: GENERAL COUNSEL | 5,966 | F-InKind | D | 1,136 | 44.21 USD | 50,223 USD |
| Friday, February 21st, 2025 | SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | 105,246 | M-Exempt | A | 30,305 | 0.00 USD | 0 USD |
| Friday, February 21st, 2025 | SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | 88,835 | F-InKind | D | 16,411 | 44.21 USD | 725,530 USD |
| Friday, February 21st, 2025 | SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | 87,876 | M-Exempt | A | 23,887 | 0.00 USD | 0 USD |
| Friday, February 21st, 2025 | SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | 74,941 | F-InKind | D | 12,935 | 44.21 USD | 571,856 USD |
| Friday, February 21st, 2025 | SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | 71,664 | M-Exempt | D | 23,887 | 0.00 USD | 0 USD |
| Friday, February 21st, 2025 | SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | 60,610 | M-Exempt | D | 30,305 | 0.00 USD | 0 USD |
| Thursday, February 20th, 2025 | Leib Ryan J | officer: Chief Accounting Officer | 9,254 | A-Award | A | 9,254 | 0.00 USD | 0 USD |
| Thursday, February 20th, 2025 | SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | 63,513 | A-Award | A | 63,513 | 0.00 USD | 0 USD |
| Thursday, February 20th, 2025 | DeStefano David | director, officer: PRESIDENT & CEO | 176,057 | A-Award | A | 176,057 | 0.00 USD | 0 USD |
| Thursday, February 20th, 2025 | Rowland Bryan T.R. | officer: GENERAL COUNSEL | 11,901 | A-Award | A | 11,901 | 0.00 USD | 0 USD |
| Monday, February 10th, 2025 | SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | 77,113 | M-Exempt | A | 24,009 | 0.00 USD | 0 USD |
| Monday, February 10th, 2025 | SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | 63,989 | F-InKind | D | 13,124 | 56.02 USD | 735,207 USD |
| Monday, February 10th, 2025 | SCHWAB JOHN R | officer: CHIEF FINANCIAL OFFICER | 24,010 | M-Exempt | D | 24,009 | 0.00 USD | 0 USD |
| Monday, February 10th, 2025 | Rowland Bryan T.R. | officer: GENERAL COUNSEL | 4,220 | M-Exempt | A | 4,088 | 0.00 USD | 0 USD |
