VERX

Vertex, Inc.

Company with tickers: VERX

CIK

1806837

CUSIP

92538J106

Shares Outstanding

79,661,290

13F Activity (30d)

119 filings 117 filers

Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 3, 4 and 5. Form 4 must be filed within two business days of the trade.

Date	Insider	Role	Type	Shares	Price	Value	After
2026-05-28	DeStefano David	Director	Sell	6,460	$12.75	$82,365	197,572
2026-05-28	DeStefano David	Director	Other	1,255,517	—	—	1,255,517
2026-03-09	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Buy	10,000	$15.05	$150,477	1,221,100
2026-02-24	DeStefano David	Director	Convert	109,233	—	—	1,307,500
2026-02-24	DeStefano David	Director	Other	204,032	—	—	204,032
2026-02-24	DeStefano David	Director	Tax	51,983	$13.26	$689,295	1,255,517
2026-02-24	DeStefano David	Director	Convert	109,233	—	—	0
2026-02-23	DeStefano David	Director	Tax	47,112	$12.03	$566,757	1,198,267
2026-02-23	DeStefano David	Director	Other	204,032	—	—	204,032
2026-02-23	Young Christopher David	EVP, Business Development	Buy	60,000	$12.18	$730,794	60,000
2026-02-23	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Convert	30,305	—	—	148,682
2026-02-23	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Convert	30,305	—	—	30,305
2026-02-23	Rowland Bryan T.R.	GENERAL COUNSEL	Convert	6,428	—	—	14,640
2026-02-23	DeStefano David	Director	Convert	101,395	—	—	101,396
2026-02-23	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Tax	16,411	$12.03	$197,424	132,271
2026-02-23	DeStefano David	Director	Convert	101,395	—	—	1,245,379
2026-02-23	Rowland Bryan T.R.	GENERAL COUNSEL	Tax	1,768	$12.03	$21,269	12,872
2026-02-23	Rowland Bryan T.R.	GENERAL COUNSEL	Convert	6,428	—	—	6,429
2026-02-20	Leib Ryan J	Vice President and Treasurer	Tax	1,263	$12.74	$16,091	5,892
2026-02-20	DeStefano David	Director	Tax	12,523	$12.74	$159,543	1,143,984
2026-02-20	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Convert	23,888	—	—	47,776
2026-02-20	DeStefano David	Director	Convert	44,014	—	—	132,043
2026-02-20	DeStefano David	Director	Convert	69,527	—	—	1,136,198
2026-02-20	Rowland Bryan T.R.	GENERAL COUNSEL	Tax	1,259	$12.74	$16,040	6,213
2026-02-20	Leib Ryan J	Vice President and Treasurer	Convert	4,035	—	—	8,071
2026-02-20	ANDERSEN ERIC C.	Director	Buy	40,000	$12.91	$516,400	150,341
2026-02-20	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Tax	8,598	$12.74	$109,539	118,377
2026-02-20	Rowland Bryan T.R.	GENERAL COUNSEL	Convert	4,133	—	—	7,472
2026-02-20	Leib Ryan J	Vice President and Treasurer	Convert	2,313	—	—	8,205
2026-02-20	Rowland Bryan T.R.	GENERAL COUNSEL	Tax	976	$12.74	$12,434	8,212
2026-02-20	DeStefano David	Director	Convert	69,527	—	—	139,055
2026-02-20	Rowland Bryan T.R.	GENERAL COUNSEL	Convert	2,975	—	—	8,926
2026-02-20	DeStefano David	Director	Convert	44,014	—	—	1,156,507
2026-02-20	Leib Ryan J	Vice President and Treasurer	Convert	2,313	—	—	6,941
2026-02-20	Leib Ryan J	Vice President and Treasurer	Tax	782	$12.74	$9,963	7,423
2026-02-20	DeStefano David	Director	Tax	23,705	$12.74	$302,002	1,112,493
2026-02-20	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Convert	15,878	—	—	47,635
2026-02-20	Rowland Bryan T.R.	GENERAL COUNSEL	Convert	4,133	—	—	8,266
2026-02-20	DeStefano David	Director	Other	204,032	—	—	204,032
2026-02-20	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Tax	12,936	$12.74	$164,805	111,097
2026-02-20	Leib Ryan J	Vice President and Treasurer	Convert	4,035	—	—	7,155
2026-02-20	Rowland Bryan T.R.	GENERAL COUNSEL	Convert	2,975	—	—	9,188
2026-02-20	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Convert	15,878	—	—	126,975
2026-02-20	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Convert	23,888	—	—	124,033
2026-02-19	Leib Ryan J	Vice President and Treasurer	Award	33,891	—	—	33,891
2026-02-19	Rowland Bryan T.R.	GENERAL COUNSEL	Award	43,443	—	—	43,443
2026-02-19	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Award	269,399	—	—	269,399
2026-02-17	Westphal Jeffrey	Insider	Buy	150,000	$12.53	$1,880,235	397,740
2026-02-13	Westphal Jeffrey	Insider	Other	388,000	—	—	388,000
2026-02-13	Westphal Jeffrey	Insider	Other	1,125,927	—	—	1,125,927

Showing 1–50 of 843 transactions