Vertex, Inc. (VERX)

Latest Insider Confidence Score

2026Q1

47.8
Bearish

Company insider confidence (by quarter)

2020Q3 2026Q1

Largest shareholders

Insider Role (last 12 mo) Shares held Filed at
Tensile Capital Management LP 10% Owner 5,396,299 Nov 13, 2023
Westphal Jeffrey Other 4,513,927 Jan 3, 2025
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% Owner 1,211,100 Jan 23, 2025
ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% Owner 745,706 Dec 26, 2024
ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 — 600,000 May 22, 2025

Recent buy/sell transactions

Exec date Filing date Insider Role Signal Confidence Shares % of shares Under plan? Amount (USD)
Feb 24, 2026 Feb 26, 2026 DeStefano David Director Sell 20.0 -51,983 -3.44% ✗ $689.3K
Feb 23, 2026 Feb 25, 2026 Young Christopher David CEO Buy 97.5 +60,000 100.00% ✗ $730.8K
Feb 23, 2026 Feb 25, 2026 DeStefano David Director Sell 20.0 -47,112 -3.25% ✗ $566.8K
Feb 23, 2026 Feb 25, 2026 Rowland Bryan T.R. GENERAL COUNSEL Sell 26.3 -1,768 -12.08% ✗ $21.3K
Feb 23, 2026 Feb 25, 2026 SCHWAB JOHN R CFO Sell 22.5 -16,411 -11.04% ✗ $197.4K
Feb 20, 2026 Feb 24, 2026 DeStefano David Director Sell 20.0 -36,228 -1.45% ✗ $461.5K
Feb 20, 2026 Feb 24, 2026 SCHWAB JOHN R CFO Sell 20.0 -21,534 -8.58% ✗ $274.3K
Feb 20, 2026 Feb 24, 2026 Rowland Bryan T.R. GENERAL COUNSEL Sell 26.3 -2,235 -13.42% ✗ $28.5K
Feb 20, 2026 Feb 24, 2026 Leib Ryan J Chief Accounting Officer Sell 26.3 -2,045 -13.31% ✗ $26.1K
Feb 20, 2026 Feb 23, 2026 ANDERSEN ERIC C. Director Buy 97.5 +40,000 36.25% ✗ $516.4K
Feb 19, 2026 Feb 23, 2026 Leib Ryan J Chief Accounting Officer Neutral 52.5 - 0.00% ✗ -
Feb 19, 2026 Feb 23, 2026 Rowland Bryan T.R. GENERAL COUNSEL Neutral 52.5 - 0.00% ✗ -
Feb 19, 2026 Feb 23, 2026 SCHWAB JOHN R CFO Neutral 52.5 - 0.00% ✗ -
Feb 13, 2026 Feb 18, 2026 Westphal Jeffrey Other Buy 100.0 +397,740 5037.87% ✗ $5.1M
Feb 10, 2026 Feb 12, 2026 Rowland Bryan T.R. GENERAL COUNSEL Sell 26.3 -1,341 -28.65% ✗ $20K
Feb 10, 2026 Feb 12, 2026 SCHWAB JOHN R CFO Sell 22.5 -13,489 -11.87% ✗ $200.7K
Jan 30, 2026 Feb 3, 2026 Leib Ryan J Chief Accounting Officer Sell 26.3 -1,359 -30.34% ✗ $25.2K
Dec 1, 2025 Dec 3, 2025 Young Christopher David CEO Neutral 52.5 - 0.00% ✗ -
Nov 10, 2025 Young Christopher David CEO Neutral 52.5 - 0.00% ✗ -
Jun 20, 2025 Jun 24, 2025 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% Owner Sell 20.0 -23,767 -12.07% ✗ $836.4K
Jun 16, 2025 Jun 18, 2025 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% Owner Sell 15.0 -381,233 -65.95% ✗ $13.9M
Jun 11, 2025 Jun 13, 2025 Gayton Bradley M Director Neutral 90.0 +5,327 11.21% ✗ -
Jun 11, 2025 Jun 13, 2025 Stamm John Richard Director Neutral 90.0 +5,327 45.45% ✗ -
Jun 11, 2025 Jun 13, 2025 Radcliffe Amanda Westphal Director Neutral 82.5 +5,327 3.86% ✗ -
Jun 11, 2025 Jun 13, 2025 Thompson Stefanie Westphal Director Neutral 90.0 +5,327 11.57% ✗ -
Jun 11, 2025 Jun 13, 2025 Saunders Philip Seth Director Neutral 90.0 +5,327 17.97% ✗ -
Jun 11, 2025 Jun 13, 2025 ANDERSEN ERIC C. Director Neutral 85.0 +5,327 5.07% ✗ -
Jun 11, 2025 Jun 13, 2025 Mendola Mark J Director Neutral 90.0 +5,327 100.00% ✗ -
Jun 11, 2025 Mendola Mark J Director Neutral 52.5 - 0.00% ✗ -
Jun 9, 2025 Jun 11, 2025 Westphal Jeffrey Other Sell 15.0 -3,000,000 -99.74% ✗ $115.4M
May 20, 2025 May 22, 2025 2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON 10% Owner Neutral 52.5 - 0.00% ✗ -
May 20, 2025 May 22, 2025 ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 10% Owner Neutral 52.5 - 0.00% ✗ -
May 20, 2025 May 22, 2025 ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 10% Owner Neutral 52.5 - 0.00% ✗ -
May 20, 2025 May 22, 2025 ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 10% Owner Neutral 52.5 - 0.00% ✗ -
May 13, 2025 May 14, 2025 Leib Ryan J Chief Accounting Officer Sell 22.5 -5,755 -100.00% ✗ $218.7K
May 12, 2025 May 14, 2025 DeStefano David CEO Sell 15.0 -472,531 -7.99% ✗ $17.7M
Mar 19, 2025 Mar 21, 2025 Rowland Bryan T.R. GENERAL COUNSEL Sell 5.0 -43,228 -99.70% ✓ $1.6M
Mar 4, 2025 Mar 6, 2025 ANDERSEN ERIC C. Director Neutral 52.5 - 0.00% ✗ -
Mar 4, 2025 Mar 4, 2025 Gayton Bradley M Director Buy 97.5 +9,400 24.65% ✗ $299.4K
Feb 28, 2025 Mar 4, 2025 Rowland Bryan T.R. GENERAL COUNSEL Sell 27.5 -239 -2.08% ✗ $7.7K
Feb 28, 2025 Mar 4, 2025 SCHWAB JOHN R CFO Sell 26.3 -932 -1.03% ✗ $30.1K
Feb 28, 2025 Mar 4, 2025 DeStefano David CEO Sell 20.0 -14,613 -1.45% ✗ $471.9K
Feb 24, 2025 Feb 26, 2025 DeStefano David CEO Sell 17.5 -55,873 -5.39% ✗ $2.4M
Feb 21, 2025 Feb 25, 2025 DeStefano David CEO Sell 17.5 -84,142 -4.99% ✗ $3.7M
Feb 21, 2025 Feb 25, 2025 Leib Ryan J Chief Accounting Officer Sell 22.5 -1,150 -16.65% ✗ $50.8K
Feb 21, 2025 Feb 25, 2025 Rowland Bryan T.R. GENERAL COUNSEL Sell 22.5 -2,904 -14.89% ✗ $128.4K
Feb 21, 2025 Feb 25, 2025 SCHWAB JOHN R CFO Sell 17.5 -29,346 -15.20% ✗ $1.3M
Feb 20, 2025 Feb 24, 2025 Leib Ryan J Chief Accounting Officer Neutral 52.5 - 0.00% ✗ -
Feb 20, 2025 Feb 24, 2025 SCHWAB JOHN R CFO Neutral 52.5 - 0.00% ✗ -
Feb 20, 2025 Feb 24, 2025 DeStefano David CEO Neutral 52.5 - 0.00% ✗ -
Feb 20, 2025 Feb 24, 2025 Rowland Bryan T.R. GENERAL COUNSEL Neutral 52.5 - 0.00% ✗ -
Feb 10, 2025 Feb 12, 2025 SCHWAB JOHN R CFO Sell 20.0 -13,124 -17.02% ✗ $735.2K
Feb 10, 2025 Feb 12, 2025 Rowland Bryan T.R. GENERAL COUNSEL Sell 22.5 -1,250 -29.62% ✗ $70K
Jan 31, 2025 Feb 4, 2025 Leib Ryan J Chief Accounting Officer Sell 22.5 -1,281 -30.86% ✗ $74K
Jan 22, 2025 Jan 23, 2025 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% Owner Sell 17.5 -72,000 -5.61% ✗ $4.1M
Dec 31, 2024 Jan 3, 2025 Westphal Jeffrey Other Neutral 27.5 -450,000 -98.28% ✗ -
Dec 20, 2024 Jan 3, 2025 Westphal Jeffrey Other Neutral 52.5 - 0.00% ✗ -
Dec 23, 2024 Dec 26, 2024 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% Owner Neutral 27.5 -37,000 -4.73% ✗ -
Dec 23, 2024 Dec 26, 2024 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% Owner Neutral 27.5 -37,000 -6.02% ✗ -
Dec 20, 2024 Dec 26, 2024 Westphal Jeffrey Other Neutral 52.5 - 0.00% ✗ -
Dec 17, 2024 Dec 18, 2024 SCHWAB JOHN R CFO Sell 17.5 -20,000 -27.36% ✗ $1.1M
Dec 12, 2024 Dec 16, 2024 Westphal Jeffrey Other Sell 15.0 -575,000 -98.65% ✗ $30.5M
Dec 10, 2024 Dec 12, 2024 DeStefano David CEO Sell 15.0 -381,100 -26.00% ✗ $21M
Dec 9, 2024 Dec 11, 2024 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% Owner Sell 17.5 -75,000 -5.52% ✗ $4.1M
Dec 6, 2024 Dec 10, 2024 Stamm John Richard Director Sell 22.5 -3,815 -24.56% ✗ $214.1K
Dec 6, 2024 Dec 10, 2024 DeStefano David CEO Sell 17.5 -17,900 -3.47% ✗ $1M
Nov 26, 2024 Nov 27, 2024 Rowland Bryan T.R. GENERAL COUNSEL Sell 22.5 -3,020 -100.00% ✗ $166.3K
Nov 26, 2024 Nov 27, 2024 DeStefano David CEO Sell 17.5 -25,607 -4.74% ✗ $1.4M
Nov 22, 2024 Nov 27, 2024 Stamm John Richard Director Sell 22.5 -3,600 -10.38% ✗ $134.5K
Nov 20, 2024 Nov 21, 2024 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% Owner Sell 17.5 -72,000 -5.03% ✗ $3.8M
Nov 14, 2024 Nov 18, 2024 DeStefano David CEO Sell 16.3 -198,151 -40.32% ✗ $9.8M
Nov 11, 2024 Nov 13, 2024 Westphal Jeffrey 10% Owner Sell 15.0 -2,485,000 -99.68% ✗ $121.5M
Nov 7, 2024 Nov 12, 2024 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% Owner Sell 16.3 -150,000 -16.08% ✗ $7.8M
Nov 7, 2024 Nov 12, 2024 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% Owner Sell 16.3 -150,000 -19.61% ✗ $7.8M
Oct 30, 2024 Nov 1, 2024 DeStefano David CEO Neutral 27.5 -210,084 -29.95% ✗ -
Oct 10, 2024 Oct 15, 2024 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% Owner Sell 16.3 -135,146 -12.66% ✗ $5.5M
Oct 10, 2024 Oct 15, 2024 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% Owner Sell 17.5 -75,175 -8.95% ✗ $3M
Oct 7, 2024 Oct 9, 2024 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% Owner Sell 16.3 -129,854 -10.84% ✗ $5.3M
Oct 7, 2024 Oct 9, 2024 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% Owner Sell 16.3 -124,825 -12.93% ✗ $5.1M
Oct 3, 2024 Oct 7, 2024 Westphal Jeffrey 10% Owner Sell 15.0 -1,225,000 -99.36% ✗ $48.3M
Sep 12, 2024 Sep 16, 2024 Stamm John Richard Director Sell 20.0 -10,000 -23.11% ✗ $354.3K
Aug 26, 2024 Aug 27, 2024 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% Owner Sell 16.3 -158,900 -10.00% ✗ $5.9M
Aug 22, 2024 Aug 26, 2024 SCHWAB JOHN R CFO Sell 20.0 -25,000 -32.01% ✗ $895.2K
Aug 22, 2024 Aug 26, 2024 Stamm John Richard Director Sell 20.0 -16,000 -42.51% ✗ $575.2K
Aug 20, 2024 Aug 22, 2024 Rowland Bryan T.R. GENERAL COUNSEL Sell 17.5 -38,176 -100.00% ✗ $1.4M
Aug 13, 2024 Aug 15, 2024 ANDERSEN ERIC C. Director Sell 16.3 -140,000 -62.78% ✗ $5.1M
Jul 23, 2024 Jul 24, 2024 Westphal Jeffrey 10% Owner Sell 15.0 -1,500,000 -58.54% ✗ $56.7M
Jun 12, 2024 Jun 14, 2024 Saunders Philip Seth Director Neutral 90.0 +5,705 23.83% ✗ -
Jun 12, 2024 Jun 14, 2024 Thompson Stefanie Westphal Director Neutral 90.0 +5,705 14.15% ✗ -
Jun 12, 2024 Jun 14, 2024 Radcliffe Amanda Westphal Director Neutral 82.5 +5,705 4.31% ✗ -
Jun 12, 2024 Jun 14, 2024 Gayton Bradley M Director Neutral 90.0 +5,705 17.59% ✗ -
Jun 12, 2024 Jun 14, 2024 Stamm John Richard Director Neutral 90.0 +5,705 35.81% ✗ -
Jun 12, 2024 Jun 14, 2024 ANDERSEN ERIC C. Director Neutral 85.0 +5,705 7.38% ✗ -
Jun 5, 2024 Jun 7, 2024 Westphal Jeffrey 10% Owner Sell 15.0 -1,500,000 -36.92% ✗ $49.4M
Apr 30, 2024 May 2, 2024 Westphal Jeffrey 10% Owner Neutral 52.5 - 0.00% ✗ -
Apr 5, 2024 Apr 9, 2024 Westphal Jeffrey 10% Owner Sell 15.0 -791,133 -33.61% ✗ $23.8M
Mar 26, 2024 Mar 28, 2024 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10% Owner Sell 17.5 -81,361 -72.61% ✗ $2.5M
Mar 26, 2024 Mar 28, 2024 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% Owner Sell 20.0 -27,128 -2.73% ✗ $821.2K
Mar 21, 2024 Mar 25, 2024 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN 10% Owner Sell 17.5 -47,622 -36.92% ✗ $1.4M
Mar 21, 2024 Mar 25, 2024 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% Owner Sell 40.0 -2,959 -0.25% ✗ $88.8K