Vertex, Inc.

Ownership Transactions Reported by 19 Insiders

Symbol
VERX on Nasdaq
Industry
Services-Prepackaged Software
Location
2301 Renaissance Boulevard, King Of Prussia, PA

Insiders trading volume in the past year

Vertex, Inc. executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
Amanda Westphal Radcliffe Director, 10%+ Owner $956M Jun 12, 2024
Stefanie Westphal Thompson Director, 10%+ Owner $947M Jun 12, 2024
Jeffrey Westphal 10%+ Owner $313M -$281M -47.3% Jul 23, 2024
Tensile Capital Management LP 10%+ Owner $143M -$11.9M -7.69% Nov 9, 2023
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10%+ Owner $53.3M -$30.2M -36.2% Aug 26, 2024
David DeStefano PRESIDENT & CEO, Director $43.8M -$1.54M -3.39% Mar 8, 2024
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 13(D) GROUP MEMBER, 10%+ Owner $36M -$28.9M -44.5% Mar 21, 2024
ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 13(D) GROUP MEMBER, 10%+ Owner $29.2M -$25.4M -46.5% Mar 26, 2024
Eric C. Andersen Director $3.03M -$5.59M -64.8% Aug 13, 2024
John R. Schwab Chief Financial Officer $1.96M -$1.86M -48.7% Aug 22, 2024
Terrence Kyle Director $1.49M May 11, 2021
Bradley M. Gayton Director $1.26M Jun 12, 2024
Philip Seth Saunders Director $976K Jun 12, 2024
Kevin L. Robert Director $636K -$228K -26.4% Dec 15, 2023
John Richard Stamm Director $590K -$1.39M -70.2% Sep 12, 2024
Bryan T.R. Rowland General Counsel $29.1K -$4.12M -99.3% Aug 20, 2024
Lisa Butler Chief Accounting Officer $21.7K -$246K -91.9% Mar 14, 2024
2020 Irrevocable Trust For Benefit Of Nicholas A. Shuhan 13(D) GROUP MEMBER, 10%+ Owner $9.00 -$8.57M -100% Mar 26, 2024
Ryan J. Leib Chief Accounting Officer Mar 15, 2024

Recent Insider Transactions by Companies or Individuals for Vertex, Inc.

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.