Updated Jul 16, 2026 · Last SEC filing 2026-06-12
Vertex, Inc. (VERX) has filed 9 SEC Form 4 insider transactions in the last 90 days, with the most recent on 2026-06-12. 3 Form 8-K material event filings were reported by VERX in the last 90 days. 1 Form 144 notices of proposed sale were filed for VERX stock. InsiderAlpha tracks every VERX SEC filing — Form 4, Form 144, and 8-K — in real time, including Rule 10b5-1 plan detection.
| SEC CIK | 0001806837 |
|---|
| Form 4 filings (90d) | 9 |
|---|---|
| Form 8-K filings (90d) | 3 |
| Form 144 notices (90d) | 1 |
| Latest Form 4 filing | 2026-06-12 |
| Date | Insider | Role | Transaction | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| Gayton Bradley M | Insider | A — Grant or award | 15.6K | $0.00 | — | SEC | |
| Thompson Stefanie Westphal | Insider | A — Grant or award | 15.6K | $0.00 | — | SEC | |
| ANDERSEN ERIC C. | Insider | A — Grant or award | 15.6K | $0.00 | — | SEC | |
| DeStefano David | Insider | A — Grant or award | 15.6K | $0.00 | — | SEC | |
| Saunders Philip Seth | Insider | A — Grant or award | 15.6K | $0.00 | — | SEC | |
| Mendola Mark J | Insider | A — Grant or award | 15.6K | $0.00 | — | SEC | |
| Radcliffe Amanda Westphal | Insider | A — Grant or award | 15.6K | $0.00 | — | SEC | |
| Stamm John Richard | Insider | A — Grant or award | 15.6K | $0.00 | — | SEC | |
| DeStefano David | Insider | S — Open-market sale | 6.5K | $12.75 | $82K | SEC | |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Owner | P — Open-market purchase | 10.0K | $15.05 | $150K | SEC | |
| DeStefano David | Insider | F — Tax withholding / forfeiture | 52.0K | $13.26 | $689K | SEC | |
| DeStefano David | Insider | M — Option exercise | 109.2K | $0.00 | — | SEC | |
| Rowland Bryan T.R. | GENERAL COUNSEL | F — Tax withholding / forfeiture | 1.8K | $12.03 | $21K | SEC | |
| Rowland Bryan T.R. | GENERAL COUNSEL | M — Option exercise | 6.4K | $0.00 | — | SEC | |
| SCHWAB JOHN R | CHIEF FINANCIAL OFFICER | M — Option exercise | 30.3K | $0.00 | — | SEC |
All transactions sourced from SEC EDGAR Form 4 filings for Vertex, Inc. (VERX). Updated in real time as new filings are submitted to the SEC.
| Insider | Form 4 filings | Total transaction value |
|---|---|---|
| DeStefano David | 2 | $82K |
| Stamm John Richard | 1 | — |
| Gayton Bradley M | 1 | — |
| Saunders Philip Seth | 1 | — |
| Radcliffe Amanda Westphal | 1 | — |
Form 144 must be filed before insiders sell restricted or control stock above SEC thresholds. A cluster of Form 144 notices often precedes a wave of insider distribution.
SEC Form 4 transactions are reported with a one-letter code indicating the type of transaction. Common codes you'll see in VERX insider filings:
| P | Open-market purchase by the insider |
|---|---|
| S | Open-market sale by the insider |
| A | Grant, award, or other acquisition from the issuer |
| M | Exercise or conversion of derivative security (e.g. options) |
| F | Payment of exercise price or tax liability via share withholding |
| G | Bona-fide gift of securities |
| D | Disposition to the issuer (e.g. share buyback participation) |
| J | Other acquisition or disposition |
| X | Exercise of in-the-money or at-the-money derivative security |
| C | Conversion of derivative security |
| V | Transaction voluntarily reported earlier than required |
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