VERX (Vertex, Inc. Class A Common Stock)
Insider Trading Activity
Every open-market purchase and sale reported by VERX officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-12 | ERIC C. ANDERSEN | Director | A | — | — |
| 2026-06-12 | Mark J Mendola | Director | A | — | — |
| 2026-06-12 | Stefanie Westphal Thompson | Director | A | — | — |
| 2026-06-12 | David DeStefano | Director | A | — | — |
| 2026-06-12 | Amanda Westphal Radcliffe | Director | A | — | — |
| 2026-06-12 | Philip Seth Saunders | Director | A | — | — |
| 2026-06-12 | John Richard Stamm | Director | A | — | — |
| 2026-06-12 | Bradley M Gayton | Director | A | — | — |
| 2026-06-01 | David DeStefano | Director | Sell | — | — |
| 2026-03-09 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10%+ Owner | Buy | — | — |
| 2026-02-26 | David DeStefano | Director | MIXED | — | — |
| 2026-02-25 | Christopher David Young | President and CEO | Buy | — | — |
| 2026-02-25 | JOHN R SCHWAB | CHIEF FINANCIAL OFFICER | MIXED | — | — |
| 2026-02-25 | David DeStefano | Director | MIXED | — | — |
| 2026-02-25 | Bryan T.R. Rowland | GENERAL COUNSEL | MIXED | — | — |
| 2026-02-24 | JOHN R SCHWAB | CHIEF FINANCIAL OFFICER | MIXED | — | — |
| 2026-02-24 | David DeStefano | Director | MIXED | — | — |
| 2026-02-24 | Bryan T.R. Rowland | GENERAL COUNSEL | MIXED | — | — |
| 2026-02-24 | Ryan J Leib | Chief Accounting Officer | MIXED | — | — |
| 2026-02-23 | ERIC C. ANDERSEN | Director | Buy | — | — |
| 2026-02-23 | JOHN R SCHWAB | CHIEF FINANCIAL OFFICER | A | — | — |
| 2026-02-23 | Bryan T.R. Rowland | GENERAL COUNSEL | A | — | — |
| 2026-02-23 | Ryan J Leib | Chief Accounting Officer | A | — | — |
| 2026-02-18 | Jeffrey Westphal | — | Buy | — | — |
| 2026-02-12 | Bryan T.R. Rowland | GENERAL COUNSEL | MIXED | — | — |
| 2026-02-12 | JOHN R SCHWAB | CHIEF FINANCIAL OFFICER | MIXED | — | — |
| 2026-02-03 | Ryan J Leib | Chief Accounting Officer | MIXED | — | — |
| 2025-12-03 | Christopher David Young | President and CEO | A | — | — |
| 2025-06-24 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10%+ Owner | Sell | — | — |
| 2025-06-18 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10%+ Owner | Sell | — | — |
| 2025-06-13 | Stefanie Westphal Thompson | Director | A | — | — |
| 2025-06-13 | Philip Seth Saunders | Director | A | — | — |
| 2025-06-13 | ERIC C. ANDERSEN | Director | A | — | — |
| 2025-06-13 | Bradley M Gayton | Director | A | — | — |
| 2025-06-13 | Mark J Mendola | Director | A | — | — |
| 2025-06-13 | Amanda Westphal Radcliffe | Director | A | — | — |
| 2025-06-13 | John Richard Stamm | Director | A | — | — |
| 2025-06-11 | Jeffrey Westphal | — | MIXED | — | — |
| 2025-05-22 | ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10%+ Owner | C | — | — |
| 2025-05-22 | ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10%+ Owner | C | — | — |
| 2025-05-22 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON | 10%+ Owner | C | — | — |
| 2025-05-22 | ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10%+ Owner | C | — | — |
| 2025-05-14 | Ryan J Leib | Chief Accounting Officer | Sell | — | — |
| 2025-05-14 | David DeStefano | PRESIDENT & CEO | MIXED | — | — |
| 2025-03-21 | Bryan T.R. Rowland | GENERAL COUNSEL | MIXED | — | — |
| 2025-03-06 | ERIC C. ANDERSEN | Director | M | — | — |
| 2025-03-04 | Bradley M Gayton | Director | Buy | — | — |
| 2025-03-04 | JOHN R SCHWAB | CHIEF FINANCIAL OFFICER | MIXED | — | — |
| 2025-03-04 | David DeStefano | PRESIDENT & CEO | MIXED | — | — |
| 2025-03-04 | Bryan T.R. Rowland | GENERAL COUNSEL | MIXED | — | — |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| — | 10%+ Owner | 5,456,717 | — |
| — | Director | 1,468,727 | — |
| — | 10%+ Owner | 1,221,100 | — |
| — | 10%+ Owner | 745,706 | — |
| — | 10%+ Owner | 600,000 | — |
| — | 10%+ Owner | 400,000 | — |
| — | 10%+ Owner | 300,000 | — |
| — | — | 255,635 | — |
| — | 10%+ Owner | 173,073 | — |
| — | Director | 165,979 | — |
| — | Director | 159,030 | — |
| — | CHIEF FINANCIAL OFFICER | 132,271 | — |
| — | Director | 68,500 | — |
| — | Director | 66,995 | — |
| — | President and CEO | 60,000 | — |
| — | Director | 57,429 | — |
| — | Director | 50,606 | — |
| — | Director | 32,685 | — |
| — | Director | 23,936 | — |
| — | 10%+ Owner | 22,500 | — |
| — | Director | 20,965 | — |
| — | GENERAL COUNSEL | 14,640 | — |
| — | Chief Accounting Officer | 8,205 | — |
| — | CHIEF ACCOUNTING OFFICER | 250 | — |
| — | 10%+ Owner | 0 | — |
Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.
Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.
Full filing history and per-insider positions are on the VERX quote page; the site-wide leaderboard is on the insider transactions hub.