VERX · Vertex, Inc.
$13.33
+0.09 (+0.64%)
At close · Jul 29
Market Cap
$2.14B
Shares
161.82M
Notices of intent to sell restricted or control shares, filed with the SEC on Form 144 by insiders and affiliates. A Form 144 signals a planned sale — it does not confirm the shares were actually sold.
| Filed | Seller | Relationship | Shares | Approx. Sale | Broker |
|---|---|---|---|---|---|
| 2025-06-16 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Member of immediate family of any of the foregoing | 405,000 | 2025-06-16 | Charles Schwab Corporation |
| 2025-05-13 | Leib Ryan J | Officer | 5,755 | 2025-05-13 | Fidelity Brokerage Services LLC |
| 2025-05-13 | DeStefano David | Officer, Director | 109,415 | 2025-05-13 | Fidelity Brokerage Services LLC |
| 2025-05-12 | DeStefano David | Officer, Director | 363,116 | 2025-05-12 | Fidelity Brokerage Services LLC |
| 2025-03-19 | Rowland Bryan T.R. | Officer | 43,228 | 2025-03-19 | Fidelity Brokerage Services LLC |
| 2024-12-17 | SCHWAB JOHN R | Officer | 20,000 | 2024-12-17 | Fidelity Brokerage Services LLC |
| 2024-12-11 | DeStefano David | Officer, Director | 216,268 | 2024-12-11 | Fidelity Brokerage Services LLC |
| 2024-12-10 | DeStefano David | Officer, Director | 164,832 | 2024-12-10 | Fidelity Brokerage Services LLC |
| 2024-12-06 | Stamm John Richard | Director | 3,815 | 2024-12-06 | Fidelity Brokerage Services LLC |
| 2024-12-05 | DeStefano David | Officer | 17,900 | 2024-12-06 | Merrill Lynch |
| 2024-11-26 | DeStefano David | Officer | 25,607 | 2024-11-26 | Merrill Lynch |
| 2024-11-26 | Rowland Bryan T.R. | Officer | 3,020 | 2024-11-26 | Fidelity Brokerage Services LLC |
| 2024-11-22 | Stamm John Richard | Director | 2,500 | 2024-11-22 | Fidelity Brokerage Services LLC |
| 2024-11-20 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Stockholder | 1,430,100 | 2024-11-20 | Merrill Lynch |
| 2024-11-18 | DeStefano David | Officer, Director | 22,275 | 2024-11-18 | Fidelity Brokerage Services LLC |
| 2024-11-15 | DeStefano David | Officer, Director | 16,769 | 2024-11-15 | Fidelity Brokerage Services LLC |
| 2024-11-14 | DeStefano David | Officer, Director | 159,107 | 2024-11-14 | Fidelity Brokerage Services LLC |
| 2024-10-04 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Member of immediate family of any of the foregoing | 500,000 | 2024-10-04 | Charles Scwhab Corporation |
| 2024-10-04 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Member of immediate family of any of the foregoing | 500,000 | 2024-10-04 | Charles Scwhab Corporation |
| 2024-09-12 | Stamm John Richard | Director | 10,000 | 2024-09-12 | Fidelity Brokerage Services LLC |
| 2024-08-23 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Stockholder | 158,900 | 2024-08-26 | Merrill Lynch |
| 2024-08-22 | Stamm John Richard | Director | 16,000 | 2024-08-22 | Fidelity Brokerage Services LLC |
| 2024-08-22 | SCHWAB JOHN R | Officer | 25,000 | 2024-08-22 | Fidelity Brokerage Services LLC |
| 2024-08-20 | Rowland Bryan T.R. | Officer | 38,176 | 2024-08-20 | Fidelity Brokerage Services LLC |
| 2024-08-13 | ANDERSEN ERIC C. | Director | 140,000 | 2024-08-13 | Fidelity Brokerage Services LLC |
| 2024-08-08 | Robert Kevin L | Former Director | 15,121 | 2024-08-08 | Fidelity Brokerage Services LLC |
| 2024-03-19 | Butler Lisa | Officer | 17,014 | 2024-03-19 | Fidelity Brokerage Services LLC |
| 2024-03-14 | Butler Lisa | Officer | 8,290 | 2024-03-14 | Fidelity Brokerage Services LLC |
| 2024-03-12 | DeStefano David | Officer, Director | 3,500 | 2024-03-12 | Wells Fargo Advisors |
| 2024-03-08 | DeStefano David | Officer, Director | 12,177 | 2024-03-08 | Wells Fargo Advisors |
| 2024-03-08 | Rowland Bryan T.R. | Officer | 32,196 | 2024-03-08 | Fidelity Brokerage Services LLC |
| 2024-03-05 | Stamm John Richard | Director | 6,500 | 2024-03-05 | Fidelity Brokerage Services LLC |
| 2024-03-05 | SCHWAB JOHN R | Officer | 10,000 | 2024-03-05 | Fidelity Brokerage Services LLC |
| 2024-03-01 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Member of immediate family of any of the foregoing | 1,000,000 | 2024-03-01 | Charles Schwab & Co. Inc. |
| 2024-03-01 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | Member of immediate family of any of the foregoing | 281,452 | 2024-03-01 | Charles Schwab & Co. Inc. |
| 2024-03-01 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Member of immediate family of any of the foregoing | 1,000,000 | 2024-03-01 | Charles Schwab & Co. |
| 2024-02-15 | ANDERSEN ERIC C. | Director | 10,000 | 2024-02-15 | Merrill Lynch |
| 2023-12-18 | SCHWAB JOHN R | Officer | 25,000 | 2023-12-18 | Fidelity Brokerage Services LLC |
| 2023-12-15 | Rowland Bryan T.R. | Officer | 66,802 | 2023-12-15 | Fidelity Brokerage Services, LLC. |
| 2023-12-15 | DeStefano David | Officer, Director | 39,300 | 2023-12-15 | Wells Fargo Advisors |
| 2023-12-15 | Robert Kevin L | Director | 8,494 | 2023-12-15 | Fidelity Brokerage Services LLC |
| 2023-12-15 | Stamm John Richard | Director | 10,000 | 2023-12-15 | Fidelity Brokerage Services LLC |
| 2023-11-30 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Affiliate | 800,000 | 2023-11-30 | Charles Schwab Corporation |
| 2023-11-29 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Affiliate | 900,000 | 2023-11-29 | Charles Schwab Corporation |
| 2023-11-20 | ANDERSEN ERIC C. | Director | 10,000 | 2023-11-20 | Merrill lynch |
| 2023-11-13 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | affiliate | 100,000 | 2023-11-13 | Charles Schwab |
| 2023-11-13 | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Affiliate | 100,000 | 2023-11-13 | Charles Schwab Corporation |
| 2023-11-01 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% Stockholder | 1,000,000 | 2023-11-01 | Fidelity Brokerage Services LLC |
| 2023-08-28 | Stamm John Richard | Director | 10,691 | 2023-08-28 | Fidelity Brokerage Services LLC |
| 2023-08-14 | ANDERSEN ERIC C. | Director | 15,121 | 2023-08-14 | Merrill Lynch |
Showing 1–50 of 58 filings
Key facts
CIK
1806837
CUSIP
92538J106
13F (30d)
41 filings
41 filers
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