VERX · Insider Trading
Vertex, Inc. Class A Common Stock
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.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-09 | Debanjan Saha | Director | A | +11,199 | — |
| 2026-06-12 | Eric C. Andersen | Director | A | +15,638 | — |
| 2026-06-12 | Mark J Mendola | Director | A | +15,638 | — |
| 2026-06-12 | Stefanie Westphal Thompson | Director | A | +15,638 | — |
| 2026-06-12 | David DeStefano | Director | A | +15,638 | — |
| 2026-06-12 | Amanda Westphal Radcliffe | Director | A | +15,638 | — |
| 2026-06-12 | Philip Seth Saunders | Director | A | +15,638 | — |
| 2026-06-12 | John Richard Stamm | Director | A | +15,638 | — |
| 2026-06-12 | Bradley M Gayton | Director | A | +15,638 | — |
| 2026-06-01 | David DeStefano | Director | Sell | −6,460 | −$82.36K |
| 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 | −$150.48K |
| 2026-02-26 | David DeStefano | Director | MIXED | +57,250 | −$689.29K |
| 2026-02-25 | Christopher David Young | President and CEO | Buy | +60,000 | +$730.79K |
| 2026-02-25 | John R Schwab | CHIEF FINANCIAL OFFICER | MIXED | +13,894 | −$197.42K |
| 2026-02-25 | David DeStefano | Director | MIXED | +54,283 | −$566.76K |
| 2026-02-25 | Bryan T.R. Rowland | GENERAL COUNSEL | MIXED | +4,660 | −$21.27K |
| 2026-02-24 | John R Schwab | CHIEF FINANCIAL OFFICER | MIXED | +18,232 | −$274.34K |
| 2026-02-24 | David DeStefano | Director | MIXED | +77,313 | −$461.54K |
| 2026-02-24 | Bryan T.R. Rowland | GENERAL COUNSEL | MIXED | +4,873 | −$28.47K |
| 2026-02-24 | Ryan J Leib | Chief Accounting Officer | MIXED | +4,303 | −$26.05K |
| 2026-02-23 | Eric C. Andersen | Director | Buy | +40,000 | +$516.40K |
| 2026-02-23 | John R Schwab | CHIEF FINANCIAL OFFICER | A | +269,399 deriv. | — |
| 2026-02-23 | Bryan T.R. Rowland | GENERAL COUNSEL | A | +43,443 deriv. | — |
| 2026-02-23 | Ryan J Leib | Chief Accounting Officer | A | +33,891 deriv. | — |
| 2026-02-18 | Jeffrey Westphal | — | Buy | +397,740 | +$5.12M |
| 2026-02-12 | Bryan T.R. Rowland | GENERAL COUNSEL | MIXED | +2,747 | −$19.95K |
| 2026-02-12 | John R Schwab | CHIEF FINANCIAL OFFICER | MIXED | +10,521 | −$200.72K |
| 2026-02-03 | Ryan J Leib | Chief Accounting Officer | MIXED | +2,660 | −$25.21K |
| 2025-12-03 | Christopher David Young | President and CEO | A | +1,300,728 deriv. | — |
| 2025-06-24 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10%+ Owner | Sell | −23,767 | −$836.41K |
| 2025-06-18 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10%+ Owner | Sell | −381,233 | −$13.95M |
| 2025-06-13 | Stefanie Westphal Thompson | Director | A | +5,327 | — |
| 2025-06-13 | Philip Seth Saunders | Director | A | +5,327 | — |
| 2025-06-13 | Eric C. Andersen | Director | A | +5,327 | — |
| 2025-06-13 | Bradley M Gayton | Director | A | +5,327 | — |
| 2025-06-13 | Mark J Mendola | Director | A | +5,327 | — |
| 2025-06-13 | Amanda Westphal Radcliffe | Director | A | +5,327 | — |
| 2025-06-13 | John Richard Stamm | Director | A | +5,327 | — |
| 2025-06-11 | Jeffrey Westphal | — | MIXED | — | −$115.35M |
| 2025-05-22 | ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10%+ Owner | C | +400,000 | — |
| 2025-05-22 | ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10%+ Owner | C | +600,000 | — |
| 2025-05-22 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON | 10%+ Owner | C | +22,500 | — |
| 2025-05-22 | ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10%+ Owner | C | +300,000 | — |
| 2025-05-14 | Ryan J Leib | Chief Accounting Officer | Sell | −5,755 | −$218.69K |
| 2025-05-14 | David DeStefano | PRESIDENT & CEO | MIXED | +275,255 | −$11.64M |
| 2025-03-21 | Bryan T.R. Rowland | GENERAL COUNSEL | MIXED | −11,123 | −$1.41M |
| 2025-03-06 | Eric C. Andersen | Director | M | +22,000 | +$55.00K |
| 2025-03-04 | Bradley M Gayton | Director | Buy | +9,400 | +$299.38K |
| 2025-03-04 | John R Schwab | CHIEF FINANCIAL OFFICER | MIXED | +789 | −$30.09K |
| 2025-03-04 | David DeStefano | PRESIDENT & CEO | MIXED | +13,955 | −$471.85K |
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.
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.