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)
5952 Form 4 filings on record, the earliest from Oct 7, 2024, newest first. Filing history page 2 of 2.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Gift | Class A Common Stock | 37,000 | $0.00 | - | |
| Jeffrey Westphal | Other | Class A Common Stock | 450,000 | $0.00 | - | |
| Jeffrey Westphal | Other | Class B Common Stock | 450,000 | $0.00 | - | |
| John R. Schwab - Officer | Option exercise | Class A Common Stock | 20,000 | $4.70 | $94K | |
| John R. Schwab - Officer | Open-market sale | Class A Common Stock | 20,000 | $53.05 | $1.06M | |
| John R. Schwab - Officer | Option exercise | Stock Option | 20,000 | $0.00 | - | |
| Jeffrey Westphal | Other | Class A Common Stock | 575,000 | $0.00 | - | |
| Jeffrey Westphal | Open-market sale | Class A Common Stock | 575,000 | $53.01 | $30.48M | |
| Jeffrey Westphal | Other | Class B Common Stock | 575,000 | $0.00 | - | |
| David Destefano - Officer | Option exercise | Class A Common Stock | 164,832 | $2.50 | $412K | |
| David Destefano - Officer | Open-market sale | Class A Common Stock | 164,432 | $55.03 | $9.05M | |
| David Destefano - Officer | Open-market sale | Class A Common Stock | 400 | $55.52 | $22K | |
| David Destefano - Officer | Option exercise | Class A Common Stock | 216,268 | $2.50 | $541K | |
| David Destefano - Officer | Open-market sale | Class A Common Stock | 216,268 | $55.04 | $11.90M | |
| David Destefano - Officer | Option exercise | Class A Common Stock | 343,893 | $0.15 | $53K | |
| David Destefano - Officer | Option exercise | Stock Option | 164,832 | $0.00 | - | |
| David Destefano - Officer | Option exercise | Stock Option | 216,268 | $0.00 | - | |
| David Destefano - Officer | Option exercise | Stock Option | 343,893 | $0.00 | - | |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Open-market sale | Class A Common Stock | 13,346 | $55.13 | $736K | |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Open-market sale | Class A Common Stock | 61,654 | $54.98 | $3.39M | |
 John Richard Stamm | Open-market sale | Class A Common Stock | 3,815 | $56.11 | $214K | |
| David Destefano - Officer | Open-market sale | Class A Common Stock | 1,400 | $55.39 | $78K | |
| David Destefano - Officer | Open-market sale | Class A Common Stock | 16,500 | $56.15 | $927K | |
| David Destefano - Officer | Open-market sale | Class A Common Stock | 25,607 | $55.05 | $1.41M | |
| John Richard Stamm | Gift | Class A Common Stock | 1,100 | $0.00 | - | |
| John Richard Stamm | Option exercise | Class A Common Stock | 2,500 | $3.73 | $9K | |
| John Richard Stamm | Open-market sale | Class A Common Stock | 2,500 | $53.81 | $135K | |
| John Richard Stamm | Option exercise | Stock Option | 2,500 | $0.00 | - | |
| Rowland Bryan T.R. - Officer | Option exercise | Class A Common Stock | 3,020 | $32.16 | $97K | |
| Rowland Bryan T.R. - Officer | Open-market sale | Class A Common Stock | 3,020 | $55.08 | $166K | |
| Rowland Bryan T.R. - Officer | Option exercise | Stock Option | 3,020 | $0.00 | - | |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Open-market sale | Class A Common Stock | 40,966 | $52.16 | $2.14M | |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Open-market sale | Class A Common Stock | 31,034 | $53.13 | $1.65M | |
| David Destefano - Officer | Open-market sale | Class A Common Stock | 159,107 | $49.61 | $7.89M | |
| David Destefano - Officer | Open-market sale | Class A Common Stock | 16,769 | $49.57 | $831K | |
| David Destefano - Officer | Open-market sale | Class A Common Stock | 22,275 | $49.55 | $1.10M | |
| Jeffrey Westphal - 10% Owner | Other | Class A Common Stock | 2,485,000 | $0.00 | - | |
| Jeffrey Westphal - 10% Owner | Open-market sale | Class A Common Stock | 2,485,000 | $48.90 | $121.52M | |
| Jeffrey Westphal - 10% Owner | Other | Class B Common Stock | 2,485,000 | $0.00 | - | |
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Open-market sale | Class A Common Stock | 26,645 | $51.40 | $1.37M | |
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Open-market sale | Class A Common Stock | 114,870 | $52.32 | $6.01M | |
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Open-market sale | Class A Common Stock | 8,485 | $49.50 | $420K | |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Open-market sale | Class A Common Stock | 91,220 | $51.44 | $4.69M | |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Open-market sale | Class A Common Stock | 58,780 | $52.26 | $3.07M | |
| David Destefano - Officer | Gift | Class A Common Stock | 210,084 | $0.00 | - | |
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Open-market sale | Class A Common Stock | 32,629 | $39.73 | $1.30M | |
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Open-market sale | Class A Common Stock | 46,098 | $40.48 | $1.87M | |
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Open-market sale | Class A Common Stock | 56,419 | $40.77 | $2.30M | |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Open-market sale | Class A Common Stock | 32,410 | $39.73 | $1.29M | |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Open-market sale | Class A Common Stock | 42,765 | $40.48 | $1.73M | |
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Open-market sale | Class A Common Stock | 52,713 | $41.02 | $2.16M | |
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Open-market sale | Class A Common Stock | 28,027 | $41.32 | $1.16M | |
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Open-market sale | Class A Common Stock | 49,114 | $41.31 | $2.03M | |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Open-market sale | Class A Common Stock | 48,136 | $41.02 | $1.97M | |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Open-market sale | Class A Common Stock | 27,732 | $41.32 | $1.15M | |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 - 10% Owner | Open-market sale | Class A Common Stock | 48,957 | $41.31 | $2.02M | |
| Jeffrey Westphal - 10% Owner | Other | Class A Common Stock | 170,359 | $0.00 | - | |
| Jeffrey Westphal - 10% Owner | Open-market sale | Class A Common Stock | 1,225,000 | $39.42 | $48.29M | |
| Jeffrey Westphal - 10% Owner | Other | Class B Common Stock | 170,359 | $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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