VERX

Vertex, Inc.$12.62+0.06 (+0.44%)

Prev Close$12.56·MCap$1.99B·P/E257.67·Vol535.0K·Yield—

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Buys (12M)

$11.64M

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Sells (12M)

$148.03M

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Net Activity

Net Seller

$136.39M

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Active Insiders

last 12 mo

Over the past 12 months, insider activity at Vertex, Inc. (VERX) has been dominated by selling, with 5 insider purchases totaling $11.64M and 5 insider sales totaling $148.03M. The most recent insider transaction was by ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 (10 percent owner), who purchased $150.5K worth of shares on Mar 9, 2026. Vertex, Inc. operates in the Technology sector, within the Software - Application industry, with a market cap of $1.99B.

VERX Insider Trading Activity

Date	Insider	Role	Type	Shares	Avg Price	Value	Shares After
Mar 9, 2026	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10 percent owner	Buy	10,000	$15.05	$150.5K	1,221,100
Feb 25, 2026	Young Christopher David	director, officer: President and CEO	Buy	60,000	$12.18	$730.8K	60,000
Feb 20, 2026	ANDERSEN ERIC C.	Director	Buy	40,000	$12.91	$516.4K	0
Feb 18, 2026	Westphal Jeffrey	other: See Remarks	Buy	397,740	$12.88	$5.12M	397,740
Feb 13, 2026	Westphal Jeffrey	Insider	Buy	397,740	$12.88	$5.12M	0
Jun 24, 2025	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	23,767	$35.19	$836.4K	188,009
Jun 18, 2025	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	381,233	$36.59	$13.95M	499,826-43%
Jun 11, 2025	Westphal Jeffrey		Sell	3,000,000	$38.45	$115.35M1.9% OS	0Exit
May 14, 2025	DeStefano David	PRESIDENT & CEO	Sell	472,531	$37.41	$17.68M	1,125,431-30%
May 14, 2025	Leib Ryan J	Chief Accounting Officer	Sell	5,755	$38.00	$218.7K	0Exit
Mar 21, 2025	Rowland Bryan T.R.	GENERAL COUNSEL	Sell	43,228	$35.98	$1.56M	24,378-64%
Mar 4, 2025	Gayton Bradley M		Buy	9,400	$31.85	$299.4K	47,535
Jan 23, 2025	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	72,000	$56.49	$4.07M	1,229,257
Dec 18, 2024	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Sell	20,000	$53.05	$1.06M	53,104-27%
Dec 16, 2024	Westphal Jeffrey		Sell	575,000	$53.01	$30.48M	0Exit
Dec 12, 2024	DeStefano David	PRESIDENT & CEO	Sell	381,100	$55.04	$20.98M	293,745-56%
Dec 11, 2024	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	75,000	$55.01	$4.13M	1,344,754
Dec 10, 2024	DeStefano David	PRESIDENT & CEO	Sell	17,900	$56.09	$1.00M	220,532
Dec 10, 2024	Stamm John Richard		Sell	3,815	$56.11	$214.1K	11,720
Nov 27, 2024	DeStefano David	PRESIDENT & CEO	Sell	25,607	$55.05	$1.41M	221,932
Nov 27, 2024	Rowland Bryan T.R.	GENERAL COUNSEL	Sell	3,020	$55.08	$166.3K	0Exit
Nov 27, 2024	Stamm John Richard		Sell	2,500	$53.81	$134.5K	15,535
Nov 21, 2024	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	72,000	$52.58	$3.79M	1,389,134
Nov 18, 2024	DeStefano David	PRESIDENT & CEO	Sell	198,151	$49.60	$9.83M	332,290-37%
Nov 13, 2024	Westphal Jeffrey	10% Owner	Sell	2,485,000	$48.90	$121.52M1.6% OS	0Exit
Nov 12, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	150,000	$51.76	$7.76M	673,854
Nov 12, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	150,000	$52.00	$7.80M	906,061
Oct 15, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	75,175	$40.16	$3.02M	807,839
Oct 15, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	135,146	$40.42	$5.46M	1,035,223
Oct 9, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	124,825	$41.20	$5.14M	916,938
Oct 9, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	129,854	$41.20	$5.35M	1,144,993
Oct 7, 2024	Westphal Jeffrey	10% Owner	Sell	1,225,000	$39.42	$48.29M0.8% OS	0Exit
Sep 16, 2024	Stamm John Richard		Sell	10,000	$35.43	$354.3K	16,635-38%
Aug 27, 2024	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	158,900	$37.27	$5.92M	1,430,100
Aug 26, 2024	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Sell	25,000	$35.81	$895.1K	53,104-32%
Aug 26, 2024	Stamm John Richard		Sell	16,000	$35.95	$575.2K	21,635-43%
Aug 22, 2024	Rowland Bryan T.R.	GENERAL COUNSEL	Sell	38,176	$35.71	$1.36M	8,176-82%
Aug 15, 2024	ANDERSEN ERIC C.		Sell	140,000	$36.22	$5.07M	163,966-46%
Jul 24, 2024	Westphal Jeffrey	10% Owner	Sell	1,500,000	$37.81	$56.72M0.9% OS	1,054,641-59%
Jun 7, 2024	Westphal Jeffrey	10% Owner	Sell	1,500,000	$32.93	$49.40M0.9% OS	2,554,641-37%
Apr 9, 2024	Westphal Jeffrey	10% Owner	Sell	791,133	$30.05	$23.77M	1,554,641-34%
Mar 28, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	10% Owner	Sell	81,361	$30.23	$2.46M	30,692-73%
Mar 28, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	27,128	$30.27	$821.2K	965,074
Mar 25, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	10% Owner	Sell	47,622	$30.09	$1.43M	128,883-27%
Mar 25, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	47,671	$30.09	$1.43M	1,039,773
Mar 25, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	2,959	$30.03	$88.8K	1,200,565
Mar 20, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	10% Owner	Sell	48,834	$30.05	$1.47M	170,863
Mar 20, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	48,768	$30.05	$1.47M	1,081,731
Mar 20, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	49,095	$30.05	$1.48M	1,242,793
Mar 18, 2024	Butler Lisa	CHIEF ACCOUNTING OFFICER	Sell	8,290	$29.63	$245.6K	250-97%

Showing 1–50 of 148

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VERX Insider Buying Activity

The following table shows recent insider purchases of Vertex, Inc. (VERX) stock reported via SEC Form 4 filings.

Date	Insider	Role	Type	Shares	Avg Price	Value	Shares After
Mar 9, 2026	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10 percent owner	Buy	10,000	$15.05	$150.5K	1,221,100
Feb 25, 2026	Young Christopher David	director, officer: President and CEO	Buy	60,000	$12.18	$730.8K	60,000
Feb 20, 2026	ANDERSEN ERIC C.	Director	Buy	40,000	$12.91	$516.4K	0
Feb 18, 2026	Westphal Jeffrey	other: See Remarks	Buy	397,740	$12.88	$5.12M	397,740
Feb 13, 2026	Westphal Jeffrey	Insider	Buy	397,740	$12.88	$5.12M	0
Mar 4, 2025	Gayton Bradley M		Buy	9,400	$31.85	$299.4K	47,535

VERX Insider Selling Activity

The following table shows recent insider sales of Vertex, Inc. (VERX) stock reported via SEC Form 4 filings.

Date	Insider	Role	Type	Shares	Avg Price	Value	Shares After
Jun 24, 2025	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	23,767	$35.19	$836.4K	188,009
Jun 18, 2025	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	381,233	$36.59	$13.95M	499,826-43%
Jun 11, 2025	Westphal Jeffrey		Sell	3,000,000	$38.45	$115.35M1.9% OS	0Exit
May 14, 2025	DeStefano David	PRESIDENT & CEO	Sell	472,531	$37.41	$17.68M	1,125,431-30%
May 14, 2025	Leib Ryan J	Chief Accounting Officer	Sell	5,755	$38.00	$218.7K	0Exit
Mar 21, 2025	Rowland Bryan T.R.	GENERAL COUNSEL	Sell	43,228	$35.98	$1.56M	24,378-64%
Jan 23, 2025	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	72,000	$56.49	$4.07M	1,229,257
Dec 18, 2024	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Sell	20,000	$53.05	$1.06M	53,104-27%
Dec 16, 2024	Westphal Jeffrey		Sell	575,000	$53.01	$30.48M	0Exit
Dec 12, 2024	DeStefano David	PRESIDENT & CEO	Sell	381,100	$55.04	$20.98M	293,745-56%
Dec 11, 2024	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	75,000	$55.01	$4.13M	1,344,754
Dec 10, 2024	DeStefano David	PRESIDENT & CEO	Sell	17,900	$56.09	$1.00M	220,532
Dec 10, 2024	Stamm John Richard		Sell	3,815	$56.11	$214.1K	11,720
Nov 27, 2024	DeStefano David	PRESIDENT & CEO	Sell	25,607	$55.05	$1.41M	221,932
Nov 27, 2024	Rowland Bryan T.R.	GENERAL COUNSEL	Sell	3,020	$55.08	$166.3K	0Exit
Nov 27, 2024	Stamm John Richard		Sell	2,500	$53.81	$134.5K	15,535
Nov 21, 2024	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	72,000	$52.58	$3.79M	1,389,134
Nov 18, 2024	DeStefano David	PRESIDENT & CEO	Sell	198,151	$49.60	$9.83M	332,290-37%
Nov 13, 2024	Westphal Jeffrey	10% Owner	Sell	2,485,000	$48.90	$121.52M1.6% OS	0Exit
Nov 12, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	150,000	$51.76	$7.76M	673,854
Nov 12, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	150,000	$52.00	$7.80M	906,061
Oct 15, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	75,175	$40.16	$3.02M	807,839
Oct 15, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	135,146	$40.42	$5.46M	1,035,223
Oct 9, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	124,825	$41.20	$5.14M	916,938
Oct 9, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	129,854	$41.20	$5.35M	1,144,993
Oct 7, 2024	Westphal Jeffrey	10% Owner	Sell	1,225,000	$39.42	$48.29M0.8% OS	0Exit
Sep 16, 2024	Stamm John Richard		Sell	10,000	$35.43	$354.3K	16,635-38%
Aug 27, 2024	ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	158,900	$37.27	$5.92M	1,430,100
Aug 26, 2024	SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Sell	25,000	$35.81	$895.1K	53,104-32%
Aug 26, 2024	Stamm John Richard		Sell	16,000	$35.95	$575.2K	21,635-43%
Aug 22, 2024	Rowland Bryan T.R.	GENERAL COUNSEL	Sell	38,176	$35.71	$1.36M	8,176-82%
Aug 15, 2024	ANDERSEN ERIC C.		Sell	140,000	$36.22	$5.07M	163,966-46%
Jul 24, 2024	Westphal Jeffrey	10% Owner	Sell	1,500,000	$37.81	$56.72M0.9% OS	1,054,641-59%
Jun 7, 2024	Westphal Jeffrey	10% Owner	Sell	1,500,000	$32.93	$49.40M0.9% OS	2,554,641-37%
Apr 9, 2024	Westphal Jeffrey	10% Owner	Sell	791,133	$30.05	$23.77M	1,554,641-34%
Mar 28, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	10% Owner	Sell	81,361	$30.23	$2.46M	30,692-73%
Mar 28, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	27,128	$30.27	$821.2K	965,074
Mar 25, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	10% Owner	Sell	47,622	$30.09	$1.43M	128,883-27%
Mar 25, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	47,671	$30.09	$1.43M	1,039,773
Mar 25, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	2,959	$30.03	$88.8K	1,200,565
Mar 20, 2024	2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN	10% Owner	Sell	48,834	$30.05	$1.47M	170,863
Mar 20, 2024	ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	48,768	$30.05	$1.47M	1,081,731
Mar 20, 2024	ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001	10% Owner	Sell	49,095	$30.05	$1.48M	1,242,793
Mar 18, 2024	Butler Lisa	CHIEF ACCOUNTING OFFICER	Sell	8,290	$29.63	$245.6K	250-97%