VERX
Vertex, Inc.Company with tickers: VERX
CIK
1806837
CUSIP
92538J106
Shares Outstanding
79,661,290
13F Activity (30d)
119 filings
117 filers
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