Vertex, Inc. (VERX)
Data as of , from SEC Form 4 filings.
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About Vertex, Inc. (VERX)
The SEC lists Vertex, Inc. under CIK 0001806837, in prepackaged software. It is grouped with Information Technology companies on this site.
VERX Form 4 activity by transaction type, last 90 days
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Grant or award | 1 | 11,199 |
Dollar totals cover purchases and sales only (codes P and S). Grants, option exercises, gifts and tax withholding are counted in shares, because none of them is a trade at a market price.
VERX insider transactions (Form 4)
6552 Form 4 filings on record, the earliest from Oct 7, 2024, newest first. Filing history page 1 of 2.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Debanjan Saha - Director | Grant or award | Class A Common Stock | 11,199 footnote F1 | $0.00 | - | |
| ||||||
| David Destefano | Grant or award | Class A Common Stock | 15,638 footnote F1 | $0.00 | - | |
| ||||||
| Bradley M. Gayton | Grant or award | Class A Common Stock | 15,638 footnote F1 | $0.00 | - | |
| ||||||
| Philip Seth Saunders | Grant or award | Class A Common Stock | 15,638 footnote F1 | $0.00 | - | |
| ||||||
 Amanda Westphal Radcliffe | Grant or award | Class A Common Stock | 15,638 footnote F1 | $0.00 | - | |
| ||||||
 John Richard Stamm | Grant or award | Class A Common Stock | 15,638 footnote F1 | $0.00 | - | |
| ||||||
| Eric C. Andersen | Grant or award | Class A Common Stock | 15,638 footnote F1 | $0.00 | - | |
| ||||||
 Stefanie Westphal Thompson | Grant or award | Class A Common Stock | 15,638 footnote F1 | $0.00 | - | |
| ||||||
 Mark J. Mendola | Grant or award | Class A Common Stock | 15,638 footnote F1 | $0.00 | - | |
| ||||||
| David Destefano | Open-market sale | Class A Common Stock | 6,460 | $12.75 | $82K | |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Open-market purchase | Class A Common Stock | 10,000 | $15.05 footnote F1 | $150K | |
| ||||||
| David Destefano | Option exercise | Class A Common Stock | 109,233 | $0.00 | - | |
| David Destefano | Tax withholding / forfeiture | Class A Common Stock | 51,983 | $13.26 | $689K | |
| David Destefano | Option exercise | Restricted Stock Units | 109,233 | $0.00 | - | |
| Christopher David Young - Officer | Open-market purchase | Class A Common Stock | 60,000 | $12.18 footnote F1 | $731K | |
| ||||||
| David Destefano | Option exercise | Class A Common Stock | 101,395 | $0.00 | - | |
| David Destefano | Tax withholding / forfeiture | Class A Common Stock | 47,112 | $12.03 | $567K | |
| David Destefano | Option exercise | Restricted Stock Units | 101,395 | $0.00 | - | |
| Rowland Bryan T.R. - Officer | Option exercise | Class A Common Stock | 6,428 | $0.00 | - | |
| Rowland Bryan T.R. - Officer | Tax withholding / forfeiture | Class A Common Stock | 1,768 | $12.03 | $21K | |
| Rowland Bryan T.R. - Officer | Option exercise | Restricted Stock Units | 6,428 | $0.00 | - | |
| John R. Schwab - Officer | Option exercise | Class A Common Stock | 30,305 | $0.00 | - | |
| John R. Schwab - Officer | Tax withholding / forfeiture | Class A Common Stock | 16,411 | $12.03 | $197K | |
| John R. Schwab - Officer | Option exercise | Restricted Stock Units | 30,305 | $0.00 | - | |
| David Destefano | Tax withholding / forfeiture | Class A Common Stock | 23,705 | $12.74 | $302K | |
| David Destefano | Option exercise | Class A Common Stock | 44,014 | $0.00 | - | |
| David Destefano | Tax withholding / forfeiture | Class A Common Stock | 12,523 | $12.74 | $160K | |
| David Destefano | Option exercise | Class A Common Stock | 69,527 | $0.00 | - | |
| David Destefano | Option exercise | Restricted Stock Units | 69,527 | $0.00 | - | |
| David Destefano | Option exercise | Restricted Stock Units | 44,014 | $0.00 | - | |
| John R. Schwab - Officer | Option exercise | Class A Common Stock | 23,888 | $0.00 | - | |
| John R. Schwab - Officer | Tax withholding / forfeiture | Class A Common Stock | 12,936 | $12.74 | $165K | |
| John R. Schwab - Officer | Option exercise | Class A Common Stock | 15,878 | $0.00 | - | |
| John R. Schwab - Officer | Tax withholding / forfeiture | Class A Common Stock | 8,598 | $12.74 | $110K | |
| John R. Schwab - Officer | Option exercise | Restricted Stock Units | 23,888 | $0.00 | - | |
| John R. Schwab - Officer | Option exercise | Restricted Stock Units | 15,878 | $0.00 | - | |
| Rowland Bryan T.R. - Officer | Option exercise | Class A Common Stock | 4,133 | $0.00 | - | |
| Rowland Bryan T.R. - Officer | Tax withholding / forfeiture | Class A Common Stock | 1,259 | $12.74 | $16K | |
| Rowland Bryan T.R. - Officer | Option exercise | Class A Common Stock | 2,975 | $0.00 | - | |
| Rowland Bryan T.R. - Officer | Tax withholding / forfeiture | Class A Common Stock | 976 | $12.74 | $12K | |
| Rowland Bryan T.R. - Officer | Option exercise | Restricted Stock Units | 4,133 | $0.00 | - | |
| Rowland Bryan T.R. - Officer | Option exercise | Restricted Stock Units | 2,975 | $0.00 | - | |
 Ryan J. Leib - Officer | Option exercise | Class A Common Stock | 4,035 | $0.00 | - | |
| Ryan J. Leib - Officer | Tax withholding / forfeiture | Class A Common Stock | 1,263 | $12.74 | $16K | |
| Ryan J. Leib - Officer | Option exercise | Class A Common Stock | 2,313 | $0.00 | - | |
| Ryan J. Leib - Officer | Tax withholding / forfeiture | Class A Common Stock | 782 | $12.74 | $10K | |
| Ryan J. Leib - Officer | Option exercise | Restricted Stock Units | 4,035 | $0.00 | - | |
| Ryan J. Leib - Officer | Option exercise | Restricted Stock Units | 2,313 | $0.00 | - | |
| Eric C. Andersen | Open-market purchase | Class A Common Stock | 40,000 | $12.91 footnote F1 | $516K | |
| ||||||
| Ryan J. Leib - Officer | Grant or award | Restricted Stock Units | 33,891 | $0.00 | - | |
| Rowland Bryan T.R. - Officer | Grant or award | Restricted Stock Units | 43,443 | $0.00 | - | |
| John R. Schwab - Officer | Grant or award | Restricted Stock Units | 269,399 | $0.00 | - | |
| Jeffrey Westphal | Open-market purchase | Class A Common Stock | 247,740 | $13.08 footnote F1 | $3.24M | |
| Jeffrey Westphal | Open-market purchase | Class A Common Stock | 150,000 | $12.53 footnote F2 | $1.88M | |
| ||||||
| Rowland Bryan T.R. - Officer | Tax withholding / forfeiture | Class A Common Stock | 1,341 | $14.88 | $20K | |
| Rowland Bryan T.R. - Officer | Option exercise | Class A Common Stock | 4,088 | $0.00 | - | |
| Rowland Bryan T.R. - Officer | Option exercise | Restricted Stock Units | 4,088 | $0.00 | - | |
| John R. Schwab - Officer | Option exercise | Class A Common Stock | 24,010 | $0.00 | - | |
| John R. Schwab - Officer | Tax withholding / forfeiture | Class A Common Stock | 13,489 | $14.88 | $201K | |
| John R. Schwab - Officer | Option exercise | Restricted Stock Units | 24,010 | $0.00 | - | |
| Ryan J. Leib - Officer | Tax withholding / forfeiture | Class A Common Stock | 1,359 | $18.55 | $25K | |
| Ryan J. Leib - Officer | Option exercise | Class A Common Stock | 4,019 | $0.00 | - | |
| Ryan J. Leib - Officer | Option exercise | Restricted Stock Units | 4,019 | $0.00 | - | |
| Christopher David Young - Officer | Grant or award | Restricted Stock Units | 1,300,728 | $0.00 | - | |
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Gift | Class A Common Stock | 37,000 | $0.00 | - | |
Item 5.02, 9.01
Item 2.02, 9.01
Item 5.07
Item 2.02, 9.01
Recent VERX Form 144 notices of proposed sale
1An insider files Form 144 before selling restricted or control stock. It announces a planned sale. If the sale goes ahead, it shows up later on a Form 4.
| Filed | Filer | Relationship | Shares | Market value | Notice |
|---|---|---|---|---|---|
| - | - | - | - | View on EDGAR |
VERX insider trading FAQ
What is the latest insider trade for VERX?
Vertex, Inc. (VERX) had 1 insider filing in the last 90 days, with the most recent on 2026-10-09. The full record for VERX runs to 52 Form 4 filings, the earliest from 2024-10-07. InsiderAlpha adds new Form 4, Form 144 and 8-K filings as they arrive from SEC EDGAR.
How many insiders are buying VERX stock?
No insider purchases of VERX were filed in the last 90 days. 5 purchases are on record for this company.
How many insiders are selling VERX stock?
No insider sales of VERX were filed in the last 90 days. 37 sales are on record for this company.
Where can I see VERX SEC filings (Form 4, 10-K, 10-Q, 8-K)?
This page collects VERX Form 4 insider transactions, Form 144 sale notices and 8-K filings in one place. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
More Information Technology companies with insider activity
Recent insider filings
10The EDGAR links open each original Form 4, so you can check any number on this page against the filing it came from.
- - Debanjan Saha view on EDGAR
- - David Destefano view on EDGAR
- - Bradley M. Gayton view on EDGAR
- - Philip Seth Saunders view on EDGAR
- - Amanda Westphal Radcliffe view on EDGAR
- - John Richard Stamm view on EDGAR
- - Eric C. Andersen view on EDGAR
- - Stefanie Westphal Thompson view on EDGAR
- - Mark J. Mendola view on EDGAR
Related companies with recent insider activity
Learn more
- What the Form 4 transaction codes mean
- Grants, option exercises, gifts and tax withholding are not trades on the market. The codes say which is which.
- Form 144 vs Form 4
- A Form 144 announces a planned sale; the Form 4 reports it after it happens.
- Insider activity in Information Technology
- Where VERX's peers are being bought and sold.
- Every recent Form 4
- The market-wide feed, updated as filings arrive from SEC EDGAR.
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