Stocks
VERX Vertex, Inc.

VERX

Vertex, Inc.

Company with tickers: VERX

CIK

1806837

CUSIP

92538J106

Shares Outstanding

79,661,290

Price History Institutional Holders Short Volume Short Interest Fails to Deliver SEC Filings Earnings Calls Insider Trades Congressional Trades

Date	Insider	Role	Type	Shares	Price	Value	After
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	—	—	0
2026-02-24	DeStefano David	Director	Tax	51,983	$13.26	$689,295	1,255,517
2026-02-24	DeStefano David	Director	Other	204,032	—	—	204,032
2026-02-24	DeStefano David	Director	Convert	109,233	—	—	1,307,500
2026-02-23	Rowland Bryan T.R.	GENERAL COUNSEL	Convert	6,428	—	—	6,429
2026-02-23	Young Christopher David	EVP, Business Development	Buy	60,000	$12.18	$730,794	60,000
2026-02-23	DeStefano David	Director	Convert	101,395	—	—	1,245,379
2026-02-23	DeStefano David	Director	Convert	101,395	—	—	101,396
2026-02-23	DeStefano David	Director	Other	204,032	—	—	204,032
2026-02-23	DeStefano David	Director	Tax	47,112	$12.03	$566,757	1,198,267
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	—	—	14,640
2026-02-23	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Tax	16,411	$12.03	$197,424	132,271
2026-02-23	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Convert	30,305	—	—	30,305
2026-02-23	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Convert	30,305	—	—	148,682
2026-02-20	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Convert	23,888	—	—	124,033
2026-02-20	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Convert	15,878	—	—	126,975
2026-02-20	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Tax	12,936	$12.74	$164,805	111,097
2026-02-20	DeStefano David	Director	Other	204,032	—	—	204,032
2026-02-20	DeStefano David	Director	Tax	23,705	$12.74	$302,002	1,112,493
2026-02-20	DeStefano David	Director	Convert	44,014	—	—	1,156,507
2026-02-20	DeStefano David	Director	Convert	69,527	—	—	139,055
2026-02-20	DeStefano David	Director	Convert	69,527	—	—	1,136,198
2026-02-20	DeStefano David	Director	Convert	44,014	—	—	132,043
2026-02-20	DeStefano David	Director	Tax	12,523	$12.74	$159,543	1,143,984
2026-02-20	Leib Ryan J	Vice President and Treasurer	Convert	4,035	—	—	7,155
2026-02-20	Leib Ryan J	Vice President and Treasurer	Tax	782	$12.74	$9,963	7,423
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	Convert	2,313	—	—	8,205
2026-02-20	Leib Ryan J	Vice President and Treasurer	Convert	4,035	—	—	8,071
2026-02-20	Leib Ryan J	Vice President and Treasurer	Tax	1,263	$12.74	$16,091	5,892
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	Convert	15,878	—	—	47,635
2026-02-20	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Tax	8,598	$12.74	$109,539	118,377
2026-02-20	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Convert	23,888	—	—	47,776
2026-02-20	Rowland Bryan T.R.	GENERAL COUNSEL	Convert	2,975	—	—	9,188
2026-02-20	Rowland Bryan T.R.	GENERAL COUNSEL	Convert	4,133	—	—	8,266
2026-02-20	Rowland Bryan T.R.	GENERAL COUNSEL	Convert	2,975	—	—	8,926
2026-02-20	Rowland Bryan T.R.	GENERAL COUNSEL	Tax	976	$12.74	$12,434	8,212
2026-02-20	Rowland Bryan T.R.	GENERAL COUNSEL	Convert	4,133	—	—	7,472
2026-02-20	Rowland Bryan T.R.	GENERAL COUNSEL	Tax	1,259	$12.74	$16,040	6,213
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	Buy	247,740	$13.08	$3,241,059	247,740
2026-02-13	Westphal Jeffrey	Insider	Other	7,895	—	—	7,895
2026-02-13	Westphal Jeffrey	Insider	Other	1,125,927	—	—	1,125,927
2026-02-13	Westphal Jeffrey	Insider	Other	388,000	—	—	388,000
2026-02-10	Rowland Bryan T.R.	GENERAL COUNSEL	Convert	4,088	—	—	4,680
2026-02-10	Rowland Bryan T.R.	GENERAL COUNSEL	Convert	4,088	—	—	0
2026-02-10	Rowland Bryan T.R.	GENERAL COUNSEL	Tax	1,341	$14.88	$19,954	3,339
2026-02-10	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Convert	24,010	—	—	0
2026-02-10	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Tax	13,489	$14.88	$200,716	100,145
2026-02-10	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Convert	24,010	—	—	113,634
2026-01-30	Leib Ryan J	Vice President and Treasurer	Convert	4,019	—	—	8,039
2026-01-30	Leib Ryan J	Vice President and Treasurer	Convert	4,019	—	—	4,479
2026-01-30	Leib Ryan J	Vice President and Treasurer	Tax	1,359	$18.55	$25,209	3,120
2025-12-01	Young Christopher David	EVP, Business Development	Award	1,300,728	—	—	1,300,728
2025-11-10	Young Christopher David	EVP, Business Development	Other	0	—	—	0
2025-06-24	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	14,425	$35.24	$508,389	173,073
2025-06-23	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	510	$35.00	$17,850	187,498
2025-06-20	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	8,832	$35.12	$310,172	188,008
2025-06-18	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	157,874	$35.93	$5,672,634	196,840
2025-06-17	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	145,111	$37.16	$5,392,470	354,714
2025-06-16	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	78,248	$36.87	$2,884,722	499,825
2025-06-11	Mendola Mark J	Director	Other	0	—	—	0
2025-06-11	Stamm John Richard	Director	Award	5,327	—	—	17,047
2025-06-11	Radcliffe Amanda Westphal	Director, 10% Owner	Award	5,327	—	—	143,392
2025-06-11	Thompson Stefanie Westphal	Director, 10% Owner	Award	5,327	—	—	51,357
2025-06-11	Saunders Philip Seth	Director	Award	5,327	—	—	34,968
2025-06-11	Mendola Mark J	Director	Award	5,327	—	—	5,327
2025-06-11	Gayton Bradley M	SVP & General Counsel	Award	5,327	—	—	52,862
2025-06-11	ANDERSEN ERIC C.	Director	Award	5,327	—	—	110,341
2025-06-09	Westphal Jeffrey	Insider	Other	1,153,756	—	—	1,153,756
2025-06-09	Westphal Jeffrey	Insider	Other	332,244	—	—	0
2025-06-09	Westphal Jeffrey	Insider	Sell	1,514,000	$38.45	$58,213,300	0
2025-06-09	Westphal Jeffrey	Insider	Other	332,244	—	—	332,244
2025-06-09	Westphal Jeffrey	Insider	Other	7,895	—	—	7,895
2025-06-09	Westphal Jeffrey	Insider	Other	388,000	—	—	388,000
2025-06-09	Westphal Jeffrey	Insider	Other	1,153,756	—	—	0
2025-06-09	Westphal Jeffrey	Insider	Sell	332,244	$38.45	$12,774,782	0
2025-06-09	Westphal Jeffrey	Insider	Other	1,514,000	—	—	1,514,000
2025-06-09	Westphal Jeffrey	Insider	Other	1,514,000	—	—	1,125,927
2025-06-09	Westphal Jeffrey	Insider	Sell	1,153,756	$38.45	$44,361,918	0
2025-05-20	ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001	10% Owner	Other	300,000	—	—	300,000
2025-05-20	ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001	10% Owner	Other	300,000	—	—	1,641,750
2025-05-20	ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001	10% Owner	Other	400,000	—	—	400,000
2025-05-20	ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001	10% Owner	Other	400,000	—	—	1,583,967
2025-05-20	2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON	10% Owner	Other	22,500	—	—	22,500
2025-05-20	2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON	10% Owner	Other	22,500	—	—	90,080
2025-05-20	ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001	10% Owner	Other	600,000	—	—	1,341,750
2025-05-20	ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001	10% Owner	Other	600,000	—	—	600,000
2025-05-13	Leib Ryan J	Vice President and Treasurer	Sell	5,755	$38.00	$218,690	0
2025-05-13	DeStefano David	Director	Sell	50,571	$37.27	$1,884,847	1,125,431
2025-05-13	DeStefano David	Director	Convert	186,591	—	—	0
2025-05-13	DeStefano David	Director	Sell	58,844	$38.06	$2,239,556	1,066,587
2025-05-13	DeStefano David	Director	Convert	186,591	$3.73	$696,731	1,176,002
2025-05-12	DeStefano David	Director	Convert	132,799	—	—	0