VERX Vertex, Inc.
Nasdaq · SEC CIK 1806837 · EDGAR
- Bought, last 12 months
- $6.22M 4 purchases by 4 insiders
- Sold, last 12 months
- $82.4K 1 sales by 1 insiders
- Filings on record
- 276 since 2021-08-25, latest 2026-06-12 16:21
BoughtSold
Most active insiders, 12 months
| Insider | Title | Bought | Sold |
|---|---|---|---|
| Westphal Jeffrey | See Remarks | $5.12M | — |
| Young Christopher David | Pres, CEO, Dir | $730.8K | — |
| ANDERSEN ERIC C. | Dir | $516.4K | — |
| DeStefano David | Dir | — | $82.4K |
| Mendola Mark J | Dir | — | — |
| Stamm John Richard | Dir | — | — |
| Radcliffe Amanda Westphal | Dir, 10% | — | — |
| Thompson Stefanie Westphal | Dir, 10% | — | — |
| Gayton Bradley M | Dir | — | — |
| Leib Ryan J | CAO | — | — |
Transactions 332
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-06-12 16:21 | 2026-06-10 | VERX | DeStefano David | Dir | A - Grant | $0.00 | +15.6K | 1.27M | +1% | $0 | |
| 2026-06-12 16:20 | 2026-06-10 | VERX | Gayton Bradley M | Dir | A - Grant | $0.00 | +15.6K | 68.5K | +30% | $0 | |
| 2026-06-12 16:20 | 2026-06-10 | VERX | Saunders Philip Seth | Dir | A - Grant | $0.00 | +15.6K | 50.6K | +45% | $0 | |
| 2026-06-12 16:19 | 2026-06-10 | VERX | Radcliffe Amanda Westphal | Dir, 10% | A - Grant | $0.00 | +15.6K | 159.0K | +11% | $0 | |
| 2026-06-12 16:19 | 2026-06-10 | VERX | Stamm John Richard | Dir | A - Grant | $0.00 | +15.6K | 32.7K | +92% | $0 | |
| 2026-06-12 16:18 | 2026-06-10 | VERX | ANDERSEN ERIC C. | Dir | A - Grant | $0.00 | +15.6K | 166.0K | +10% | $0 | |
| 2026-06-12 16:18 | 2026-06-10 | VERX | Thompson Stefanie Westphal | Dir, 10% | A - Grant | $0.00 | +15.6K | 67.0K | +30% | $0 | |
| 2026-06-12 16:17 | 2026-06-10 | VERX | Mendola Mark J | Dir | A - Grant | $0.00 | +15.6K | 21.0K | +294% | $0 | |
| I | 2026-06-01 16:17 | 2026-05-28 | VERX | DeStefano David | Dir | S - Sale | $12.75 | -6,460 | 197.6K | -3% | -$82.4K |
| 2026-03-09 | 2026-03-09 | VERX | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% | P - Purchase | $15.05 | -10.0K | 1.22M | -0.8% | -$150.5K | |
| D | 2026-02-26 | 2026-02-24 | VERX | DeStefano David | Dir | M - OptEx | $0.00 | +109.2K | 1.31M | +9% | $0 |
| D | 2026-02-26 | 2026-02-24 | VERX | DeStefano David | Dir | F - Tax | $13.26 | -52.0K | 1.26M | -4% | -$689.3K |
| I | 2026-02-25 | 2026-02-23 | VERX | Young Christopher David | Pres, CEO, Dir | P - Purchase | $12.18 | +60.0K | 60.0K | New | +$730.8K |
| D | 2026-02-25 | 2026-02-23 | VERX | DeStefano David | Dir | F - Tax | $12.03 | -47.1K | 1.20M | -4% | -$566.8K |
| D | 2026-02-25 | 2026-02-23 | VERX | DeStefano David | Dir | M - OptEx | $0.00 | +101.4K | 1.25M | +9% | $0 |
| D | 2026-02-25 | 2026-02-23 | VERX | Rowland Bryan T.R. | GC | F - Tax | $12.03 | -1,768 | 12.9K | -12% | -$21.3K |
| D | 2026-02-25 | 2026-02-23 | VERX | Rowland Bryan T.R. | GC | M - OptEx | $0.00 | +6,428 | 14.6K | +78% | $0 |
| D | 2026-02-25 | 2026-02-23 | VERX | SCHWAB JOHN R | CFO | F - Tax | $12.03 | -16.4K | 132.3K | -11% | -$197.4K |
| D | 2026-02-25 | 2026-02-23 | VERX | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +30.3K | 148.7K | +26% | $0 |
| DM | 2026-02-24 | 2026-02-20 | VERX | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +39.8K | 124.0K | +47% | $0 |
| DM | 2026-02-24 | 2026-02-20 | VERX | SCHWAB JOHN R | CFO | F - Tax | $12.74 | -21.5K | 111.1K | -16% | -$274.3K |
| DM | 2026-02-24 | 2026-02-20 | VERX | DeStefano David | Dir | M - OptEx | $0.00 | +113.5K | 1.14M | +11% | $0 |
| DM | 2026-02-24 | 2026-02-20 | VERX | DeStefano David | Dir | F - Tax | $12.74 | -36.2K | 1.14M | -3% | -$461.5K |
| DM | 2026-02-24 | 2026-02-20 | VERX | Rowland Bryan T.R. | GC | M - OptEx | $0.00 | +7,108 | 9,188 | +342% | $0 |
| DM | 2026-02-24 | 2026-02-20 | VERX | Rowland Bryan T.R. | GC | F - Tax | $12.74 | -2,235 | 6,213 | -26% | -$28.5K |
| DM | 2026-02-24 | 2026-02-20 | VERX | Leib Ryan J | CAO | F - Tax | $12.74 | -2,045 | 5,892 | -26% | -$26.1K |
| DM | 2026-02-24 | 2026-02-20 | VERX | Leib Ryan J | CAO | M - OptEx | $0.00 | +6,348 | 7,155 | +787% | $0 |
| 2026-02-23 | 2026-02-20 | VERX | ANDERSEN ERIC C. | Dir | P - Purchase | $12.91 | +40.0K | 150.3K | +36% | +$516.4K | |
| MI | 2026-02-18 | 2026-02-13+ | VERX | Westphal Jeffrey | See Remarks | P - Purchase | $12.87 | +397.7K | 397.7K | New | +$5.12M |
| D | 2026-02-12 | 2026-02-10 | VERX | Rowland Bryan T.R. | GC | M - OptEx | $0.00 | +4,088 | 4,680 | +691% | $0 |
| D | 2026-02-12 | 2026-02-10 | VERX | Rowland Bryan T.R. | GC | F - Tax | $14.88 | -1,341 | 3,339 | -29% | -$20.0K |
| D | 2026-02-12 | 2026-02-10 | VERX | SCHWAB JOHN R | CFO | F - Tax | $14.88 | -13.5K | 100.1K | -12% | -$200.7K |
| D | 2026-02-12 | 2026-02-10 | VERX | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +24.0K | 113.6K | +27% | $0 |
| D | 2026-02-03 | 2026-01-30 | VERX | Leib Ryan J | CAO | F - Tax | $18.55 | -1,359 | 3,120 | -30% | -$25.2K |
| D | 2026-02-03 | 2026-01-30 | VERX | Leib Ryan J | CAO | M - OptEx | $0.00 | +4,019 | 4,479 | +874% | $0 |
| M | 2025-06-24 | 2025-06-20+ | VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10%, 13(D) GROUP MEMBER | S - Sale | $35.19 | -23.8K | 187.5K | -11% | -$836.4K |
| M | 2025-06-18 | 2025-06-16+ | VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10%, 13(D) GROUP MEMBER | S - Sale | $36.59 | -381.2K | 499.8K | -43% | -$13.95M |
| 2025-06-13 | 2025-06-11 | VERX | Thompson Stefanie Westphal | Dir, 10% | A - Grant | $0.00 | +5,327 | 51.4K | +12% | $0 | |
| 2025-06-13 | 2025-06-11 | VERX | ANDERSEN ERIC C. | Dir | A - Grant | $0.00 | +5,327 | 110.3K | +5% | $0 | |
| 2025-06-13 | 2025-06-11 | VERX | Mendola Mark J | Dir | A - Grant | $0.00 | +5,327 | 5,327 | New | $0 | |
| 2025-06-13 | 2025-06-11 | VERX | Radcliffe Amanda Westphal | Dir, 10% | A - Grant | $0.00 | +5,327 | 143.4K | +4% | $0 | |
| 2025-06-13 | 2025-06-11 | VERX | Saunders Philip Seth | Dir | A - Grant | $0.00 | +5,327 | 35.0K | +18% | $0 | |
| 2025-06-13 | 2025-06-11 | VERX | Gayton Bradley M | Dir | A - Grant | $0.00 | +5,327 | 52.9K | +11% | $0 | |
| 2025-06-13 | 2025-06-11 | VERX | Stamm John Richard | Dir | A - Grant | $0.00 | +5,327 | 17.0K | +45% | $0 | |
| DMI | 2025-06-11 | 2025-06-09 | VERX | Westphal Jeffrey | See Remarks | S - Sale | $38.45 | -3.00M | 0 | -100% | -$115.35M |
| DMI | 2025-06-11 | 2025-06-09 | VERX | Westphal Jeffrey | See Remarks | C - Cnv Deriv | $0.00 | +3.00M | 1.51M | New | $0 |
| D | 2025-05-22 | 2025-05-20 | VERX | ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10%, 13(d) Group Member | C - Cnv Deriv | $0.00 | +400.0K | 400.0K | New | $0 |
| D | 2025-05-22 | 2025-05-20 | VERX | ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10%, 13(d) Group Member | C - Cnv Deriv | $0.00 | +300.0K | 300.0K | New | $0 |
| D | 2025-05-22 | 2025-05-20 | VERX | 2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON | 10%, 13(d) Group Member | C - Cnv Deriv | $0.00 | +22.5K | 22.5K | New | $0 |
| D | 2025-05-22 | 2025-05-20 | VERX | ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 | 10%, 13(d) Group Member | C - Cnv Deriv | $0.00 | +600.0K | 600.0K | New | $0 |
| DM | 2025-05-14 | 2025-05-12+ | VERX | DeStefano David | Pres, CEO, Dir | S - Sale+OE | $37.41 | -472.5K | 1.07M | -31% | -$17.68M |
| DM | 2025-05-14 | 2025-05-12+ | VERX | DeStefano David | Pres, CEO, Dir | M - OptEx | $8.07 | +747.8K | 1.18M | +175% | +$6.04M |
| 2025-05-14 | 2025-05-13 | VERX | Leib Ryan J | CAO | S - Sale | $38.00 | -5,755 | 0 | -100% | -$218.7K | |
| DM | 2025-03-21 | 2025-03-19 | VERX | Rowland Bryan T.R. | GC | M - OptEx | $4.62 | +32.1K | 43.4K | +285% | +$148.4K |
| DM | 2025-03-21 | 2025-03-19 | VERX | Rowland Bryan T.R. | GC | S - Sale+OE | $35.98 | -43.2K | 24.4K | -64% | -$1.56M |
| D | 2025-03-06 | 2025-03-04 | VERX | ANDERSEN ERIC C. | Dir | M - OptEx | $2.50 | +22.0K | 105.0K | +27% | +$55.0K |
| D | 2025-03-04 | 2025-02-28 | VERX | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +1,721 | 90.6K | +2% | $0 |
| D | 2025-03-04 | 2025-02-28 | VERX | SCHWAB JOHN R | CFO | F - Tax | $32.29 | -932 | 89.6K | -1% | -$30.1K |
| M | 2025-03-04 | 2025-03-04 | VERX | Gayton Bradley M | Dir | P - Purchase | $31.85 | +9,400 | 38.2K | +33% | +$299.4K |
| D | 2025-03-04 | 2025-02-28 | VERX | Rowland Bryan T.R. | GC | F - Tax | $32.29 | -239 | 11.3K | -2% | -$7,717 |
| D | 2025-03-04 | 2025-02-28 | VERX | Rowland Bryan T.R. | GC | M - OptEx | $0.00 | +867 | 11.5K | +8% | $0 |
| D | 2025-03-04 | 2025-02-28 | VERX | DeStefano David | Pres, CEO, Dir | F - Tax | $32.29 | -14.6K | 791.3K | -2% | -$471.9K |
| D | 2025-03-04 | 2025-02-28 | VERX | DeStefano David | Pres, CEO, Dir | M - OptEx | $0.00 | +28.6K | 805.9K | +4% | $0 |
| D | 2025-02-26 | 2025-02-24 | VERX | DeStefano David | Pres, CEO, Dir | M - OptEx | $0.00 | +109.2K | 833.2K | +15% | $0 |
| D | 2025-02-26 | 2025-02-24 | VERX | DeStefano David | Pres, CEO, Dir | F - Tax | $43.64 | -55.9K | 777.4K | -7% | -$2.44M |
| DM | 2025-02-25 | 2025-02-21 | VERX | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +54.2K | 87.9K | +161% | $0 |
| DM | 2025-02-25 | 2025-02-21 | VERX | SCHWAB JOHN R | CFO | F - Tax | $44.21 | -29.3K | 88.8K | -25% | -$1.30M |
| DM | 2025-02-25 | 2025-02-21 | VERX | Rowland Bryan T.R. | GC | F - Tax | $44.21 | -2,904 | 10.6K | -21% | -$128.4K |
| DM | 2025-02-25 | 2025-02-21 | VERX | Rowland Bryan T.R. | GC | M - OptEx | $0.00 | +10.6K | 7,102 | New | $0 |
| DM | 2025-02-25 | 2025-02-21 | VERX | DeStefano David | Pres, CEO, Dir | F - Tax | $44.21 | -84.1K | 674.5K | -11% | -$3.72M |
| DM | 2025-02-25 | 2025-02-21 | VERX | DeStefano David | Pres, CEO, Dir | M - OptEx | $0.00 | +170.9K | 775.9K | +28% | $0 |
| D | 2025-02-25 | 2025-02-21 | VERX | Leib Ryan J | CAO | M - OptEx | $0.00 | +4,035 | 6,905 | +141% | $0 |
| D | 2025-02-25 | 2025-02-21 | VERX | Leib Ryan J | CAO | F - Tax | $44.21 | -1,150 | 5,755 | -17% | -$50.8K |
| D | 2025-02-12 | 2025-02-10 | VERX | SCHWAB JOHN R | CFO | M - OptEx | $0.00 | +24.0K | 77.1K | +45% | $0 |
| D | 2025-02-12 | 2025-02-10 | VERX | SCHWAB JOHN R | CFO | F - Tax | $56.02 | -13.1K | 64.0K | -17% | -$735.2K |
| D | 2025-02-12 | 2025-02-10 | VERX | Rowland Bryan T.R. | GC | F - Tax | $56.02 | -1,250 | 2,970 | -30% | -$70.0K |
| D | 2025-02-12 | 2025-02-10 | VERX | Rowland Bryan T.R. | GC | M - OptEx | $0.00 | +4,088 | 4,220 | +3,097% | $0 |
| D | 2025-02-04 | 2025-01-31 | VERX | Leib Ryan J | CAO | F - Tax | $57.75 | -1,281 | 2,870 | -31% | -$74.0K |
| D | 2025-02-04 | 2025-01-31 | VERX | Leib Ryan J | CAO | M - OptEx | $0.00 | +4,019 | 4,151 | +3,045% | $0 |
| M | 2025-01-23 | 2025-01-22+ | VERX | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% | S - Sale | $56.49 | -72.0K | 1.23M | -6% | -$4.07M |
| DA | 2025-01-03 | 2024-12-20 | VERX | Westphal Jeffrey | See Remarks | C - Cnv Deriv | $0.00 | +450.0K | 457.9K | +5,700% | $0 |
| 2025-01-03 | 2024-12-31 | VERX | Westphal Jeffrey | See Remarks | G - Gift | $0.00 | -450.0K | 7,895 | -98% | $0 | |
| D | 2024-12-26 | 2024-12-20 | VERX | Westphal Jeffrey | See Remarks | C - Cnv Deriv | $0.00 | +450.0K | 457.9K | +5,700% | $0 |
| 2024-12-26 | 2024-12-23 | VERX | ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10%, 13(D) GROUP MEMBER | G - Gift | $0.00 | -37.0K | 745.7K | -5% | $0 | |
| 2024-12-26 | 2024-12-23 | VERX | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10%, 13(D) GROUP MEMBER | G - Gift | $0.00 | -37.0K | 578.1K | -6% | $0 | |
| D | 2024-12-18 | 2024-12-17 | VERX | SCHWAB JOHN R | CFO | M - OptEx | $4.70 | +20.0K | 73.1K | +38% | +$94.0K |
| D | 2024-12-18 | 2024-12-17 | VERX | SCHWAB JOHN R | CFO | S - Sale+OE | $53.05 | -20.0K | 53.1K | -27% | -$1.06M |
| DI | 2024-12-16 | 2024-12-12 | VERX | Westphal Jeffrey | See Remarks | C - Cnv Deriv | $0.00 | +575.0K | 575.0K | New | $0 |
| DI | 2024-12-16 | 2024-12-12 | VERX | Westphal Jeffrey | See Remarks | S - Sale | $53.01 | -575.0K | 0 | -100% | -$30.48M |
| DM | 2024-12-12 | 2024-12-10+ | VERX | DeStefano David | Pres, CEO, Dir | M - OptEx | $1.39 | +725.0K | 509.6K | New | +$1.00M |
| DM | 2024-12-12 | 2024-12-10+ | VERX | DeStefano David | Pres, CEO, Dir | S - Sale+OE | $55.04 | -381.1K | 293.3K | -57% | -$20.97M |
| M | 2024-12-11 | 2024-12-09+ | VERX | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | 10% | S - Sale | $55.01 | -75.0K | 1.28M | -6% | -$4.13M |
| 2024-12-10 | 2024-12-06 | VERX | Stamm John Richard | Dir | S - Sale | $56.11 | -3,815 | 11.7K | -25% | -$214.1K | |
| MI | 2024-12-10 | 2024-12-06 | VERX | DeStefano David | Pres, CEO, Dir | S - Sale | $56.09 | -17.9K | 220.5K | -8% | -$1.00M |
| I | 2024-11-27 | 2024-11-26 | VERX | DeStefano David | Pres, CEO, Dir | S - Sale | $55.05 | -25.6K | 221.9K | -10% | -$1.41M |
| D | 2024-11-27 | 2024-11-26 | VERX | Rowland Bryan T.R. | GC | S - Sale+OE | $55.08 | -3,020 | 0 | -100% | -$166.3K |
| D | 2024-11-27 | 2024-11-26 | VERX | Rowland Bryan T.R. | GC | M - OptEx | $32.16 | +3,020 | 3,020 | New | +$97.1K |
| D | 2024-11-27 | 2024-11-22 | VERX | Stamm John Richard | Dir | S - Sale+OE | $53.81 | -2,500 | 15.5K | -14% | -$134.5K |
| D | 2024-11-27 | 2024-11-22 | VERX | Stamm John Richard | Dir | M - OptEx | $3.73 | +2,500 | 18.0K | +16% | +$9,325 |
| D | 2024-11-27 | 2024-11-22 | VERX | Stamm John Richard | Dir | G - Gift | $0.00 | -1,100 | 15.5K | -7% | $0 |
Purchase Sale Sale after option exercise All abbreviations