VERX - Vertex, Inc.

Name: Vertex, Inc. Insider Trading Data
Creator: U.S. Securities and Exchange Commission
License: https://www.sec.gov/privacy#accessibility

Insider Ownership

Role	Insider	Shares	Value	30d
Dir	David DeStefano	1.27M	$20.05M	-
10%	Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 2001	1.22M	$19.26M	-
Other	Jeffrey Westphal	397.7K	$6.27M	-
Dir	Eric C. Andersen	166.0K	$2.62M	-
10%	Amanda Westphal Radcliffe	159.0K	$2.51M	-

Activity

Buys and sells only

Transactions

10 filings · page 2

Date	Insider	Role	Type	Shares	Price	Value	Chg%	3M	12M
Mar 19, 2025	Bryan T.R. Rowland53	General Counsel	Sale+OE10b5-1	43,228	$35.98	$1,555,515.19	-99.7%	+1.3%	-64.4%
Mar 4, 2025	Bradley M Gayton	Director	Buy	9,400	$31.85	$299,381.71	+24.6%	+23.8%	-52.9%
Jan 23, 2025	Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 200154	10% Owner	Sell	72,000	$56.49	$4,067,286.28	-5.6%	-30.3%	-65.4%
Dec 17, 2024	John R Schwab	Chief Financial Officer	Sale+OE	20,000	$53.05	$1,060,932.00	-27.4%	-35.4%	-61.7%
Dec 12, 2024	Jeffrey Westphal46	See Remarks	Sell	575,000	$53.01	$30,480,750.00	-	-38.0%	-63.7%
Dec 11, 2024	David DeStefano54	President & CEO	Sale+OE	381,100	$55.04	$20,974,971.54	-56.5%	-41.4%	-63.8%
Dec 10, 2024	Item Second Irr. Trust Fbo Kyle R. Westphal U/a Of Jeffrey R. Westphal Dated October 5, 200154	10% Owner	Sell	75,000	$55.01	$4,125,501.90	-5.5%	-43.0%	-63.8%
Dec 6, 2024	John Richard Stamm59	Director	Sell	3,815	$56.11	$214,059.65	-24.6%	-39.5%	-65.1%
Dec 6, 2024	David DeStefano54	President & CEO	Sell	17,900	$56.09	$1,004,089.02	-8.1%	-39.5%	-65.1%
Nov 26, 2024	David DeStefano54	President & CEO	Sell	25,607	$55.05	$1,409,765.22	-10.3%	-20.9%	-64.6%

Understand these filings

How to Read SEC Form 4 Filings →Understanding Insider Buying Signals →What is Insider Trading? A Complete Guide →Cluster Buying: When Multiple Insiders Buy Together →

Insider	Role	Shares	Value	Buys	Sells

Date	Ticker	Insider	Role	Type	Shares	Price	Value	Chg%	SEC