Vertex, Inc. — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | — | Sale | 510 | $35.00 | $17,850 | 187,499 | Jun 20, 2025 |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | — | Sale | 78,248 | $36.87 | $2,885,004 | 499,826 | Jun 17, 2025 |
| Gayton Bradley M | — | Award / Grant | 5,327 | — | — | 52,862 | Jun 11, 2025 |
| Stamm John Richard | — | Award / Grant | 5,327 | — | — | 17,047 | Jun 11, 2025 |
| Radcliffe Amanda Westphal | — | Award / Grant | 5,327 | — | — | 143,392 | Jun 11, 2025 |
| Thompson Stefanie Westphal | — | Award / Grant | 5,327 | — | — | 51,357 | Jun 11, 2025 |
| Saunders Philip Seth | — | Award / Grant | 5,327 | — | — | 34,968 | Jun 11, 2025 |
| ANDERSEN ERIC C. | — | Award / Grant | 5,327 | — | — | 110,341 | Jun 11, 2025 |
| Mendola Mark J | — | Award / Grant | 5,327 | — | — | 5,327 | Jun 11, 2025 |
| Westphal Jeffrey | — | Sale | 1,153,756 | $38.45 | $44,361,918 | — | Jun 9, 2025 |
| 2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON | — | C | 22,500 | — | — | 22,500 | May 20, 2025 |
| ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | — | C | 600,000 | — | — | 600,000 | May 20, 2025 |
| ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | — | C | 300,000 | — | — | 300,000 | May 20, 2025 |
| ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | — | C | 400,000 | — | — | 400,000 | May 20, 2025 |
| Leib Ryan J | Chief Accounting Officer | Sale | 5,755 | $38.00 | $218,690 | — | May 13, 2025 |
| DeStefano David | PRESIDENT & CEO | Sale | 58,844 | $38.06 | $2,239,603 | 1,066,587 | May 13, 2025 |
| Rowland Bryan T.R. | GENERAL COUNSEL | Option Exercise | 1,007 | $32.16 | $32,385 | 43,360 | Mar 19, 2025 |
| ANDERSEN ERIC C. | — | Option Exercise | 22,000 | $2.50 | $55,000 | 105,014 | Mar 4, 2025 |
| Gayton Bradley M | — | Purchase | 50 | $31.82 | $1,591 | 38,185 | Mar 4, 2025 |
| Rowland Bryan T.R. | GENERAL COUNSEL | Option Exercise | 867 | — | — | 11,494 | Feb 28, 2025 |
| SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | Tax Withholding | 932 | $32.29 | $30,094 | 89,624 | Feb 28, 2025 |
| DeStefano David | PRESIDENT & CEO | Option Exercise | 28,568 | — | — | 805,945 | Feb 28, 2025 |
| DeStefano David | PRESIDENT & CEO | Tax Withholding | 55,873 | $43.64 | $2,438,298 | 777,377 | Feb 24, 2025 |
| DeStefano David | PRESIDENT & CEO | Option Exercise | 101,395 | — | — | 775,882 | Feb 21, 2025 |
| Leib Ryan J | Chief Accounting Officer | Tax Withholding | 1,150 | $44.21 | $50,842 | 5,755 | Feb 21, 2025 |
| Rowland Bryan T.R. | GENERAL COUNSEL | Option Exercise | 4,132 | — | — | 7,102 | Feb 21, 2025 |
| SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | Tax Withholding | 16,411 | $44.21 | $725,530 | 88,835 | Feb 21, 2025 |
| SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | Tax Withholding | 13,124 | $56.02 | $735,206 | 63,989 | Feb 10, 2025 |
| Rowland Bryan T.R. | GENERAL COUNSEL | Option Exercise | 4,088 | — | — | 4,220 | Feb 10, 2025 |
| Leib Ryan J | Chief Accounting Officer | Option Exercise | 4,019 | — | — | 4,151 | Jan 31, 2025 |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | — | Sale | 53,843 | $56.48 | $3,041,053 | 1,229,257 | Jan 23, 2025 |
| Westphal Jeffrey | — | Gift | 450,000 | — | — | 7,895 | Dec 31, 2024 |
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | — | Gift | 37,000 | — | — | 745,706 | Dec 23, 2024 |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | — | Gift | 37,000 | — | — | 578,074 | Dec 23, 2024 |
| Westphal Jeffrey | — | C | 450,000 | — | — | 457,895 | Dec 20, 2024 |
| Westphal Jeffrey | — | C | 450,000 | — | — | 457,895 | Dec 20, 2024 |
| SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | Sale | 20,000 | $53.05 | $1,061,000 | 53,104 | Dec 17, 2024 |
| Westphal Jeffrey | — | Sale | 575,000 | $53.01 | $30,480,750 | — | Dec 12, 2024 |
| DeStefano David | PRESIDENT & CEO | Sale | 400 | $55.52 | $22,208 | 293,345 | Dec 10, 2024 |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | — | Sale | 61,654 | $54.98 | $3,389,737 | 1,283,100 | Dec 9, 2024 |
| Stamm John Richard | — | Sale | 3,815 | $56.11 | $214,060 | 11,720 | Dec 6, 2024 |
| DeStefano David | PRESIDENT & CEO | Sale | 1,400 | $55.39 | $77,546 | 220,532 | Dec 6, 2024 |
| Rowland Bryan T.R. | GENERAL COUNSEL | Option Exercise | 3,020 | $32.16 | $97,123 | 3,020 | Nov 26, 2024 |
| DeStefano David | PRESIDENT & CEO | Sale | 25,607 | $55.05 | $1,409,665 | 221,932 | Nov 26, 2024 |
| Stamm John Richard | — | Gift | 1,100 | — | — | 15,535 | Nov 22, 2024 |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | — | Sale | 31,034 | $53.13 | $1,648,836 | 1,358,100 | Nov 20, 2024 |
| DeStefano David | PRESIDENT & CEO | Sale | 22,275 | $49.55 | $1,103,726 | 293,246 | Nov 14, 2024 |
| Westphal Jeffrey | — | C | 2,485,000 | — | — | 2,485,000 | Nov 11, 2024 |
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | — | Sale | 26,645 | $51.40 | $1,369,553 | 906,061 | Nov 8, 2024 |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | — | Sale | 58,780 | $52.26 | $3,071,843 | 615,074 | Nov 7, 2024 |