VERX insider transaction filings
Vertex, Inc. — 50 most recent Form 4 filings from SEC EDGAR, normalized by FilingPulse. Latest filing: 2026-06-12. Screen VERX transaction legs live →
| Filed | Form | Insider | Reported transactions | Source |
|---|---|---|---|---|
| 2026-06-12 | 4 | Mendola Mark J — Director | Grant/award (A): 15,638 @ $0 | EDGAR |
| 2026-06-12 | 4 | Stamm John Richard — Director | Grant/award (A): 15,638 @ $0 | EDGAR |
| 2026-06-12 | 4 | DeStefano David — Director | Grant/award (A): 15,638 @ $0 | EDGAR |
| 2026-06-12 | 4 | Radcliffe Amanda Westphal — Director, 10% owner | Grant/award (A): 15,638 @ $0 | EDGAR |
| 2026-06-12 | 4 | Thompson Stefanie Westphal — Director, 10% owner | Grant/award (A): 15,638 @ $0 | EDGAR |
| 2026-06-12 | 4 | Gayton Bradley M — Director | Grant/award (A): 15,638 @ $0 | EDGAR |
| 2026-06-12 | 4 | ANDERSEN ERIC C. — Director | Grant/award (A): 15,638 @ $0 | EDGAR |
| 2026-06-12 | 4 | Saunders Philip Seth — Director | Grant/award (A): 15,638 @ $0 | EDGAR |
| 2026-06-01 | 4 | DeStefano David — Director | Sale (S): 6,460 @ $12.75 | EDGAR |
| 2026-03-09 | 4 | ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 — 10% owner | Purchase (P): 10,000 @ $15.05 | EDGAR |
| 2026-02-26 | 4 | DeStefano David — Director | Option exercise (M): 109,233 @ $0 · Tax withholding (F): 51,983 @ $13.26 · Option exercise (M): 109,233 (derivative) @ $0 | EDGAR |
| 2026-02-25 | 4 | DeStefano David — Director | Option exercise (M): 101,395 @ $0 · Tax withholding (F): 47,112 @ $12.03 · Option exercise (M): 101,395 (derivative) @ $0 | EDGAR |
| 2026-02-25 | 4 | Young Christopher David — President and CEO, Director | Purchase (P): 60,000 @ $12.18 | EDGAR |
| 2026-02-25 | 4 | Rowland Bryan T.R. — GENERAL COUNSEL | Option exercise (M): 6,428 @ $0 · Tax withholding (F): 1,768 @ $12.03 · Option exercise (M): 6,428 (derivative) @ $0 | EDGAR |
| 2026-02-25 | 4 | SCHWAB JOHN R — CHIEF FINANCIAL OFFICER | Option exercise (M): 30,305 @ $0 · Tax withholding (F): 16,411 @ $12.03 · Option exercise (M): 30,305 (derivative) @ $0 | EDGAR |
| 2026-02-24 | 4 | DeStefano David — Director | Option exercise (M): 69,527 @ $0 · Tax withholding (F): 23,705 @ $12.74 · Option exercise (M): 44,014 @ $0 · Tax withholding (F): 12,523 @ $12.74 · Option exercise (M): 69,527 (derivative) @ $0 · Option exercise (M): 44,014 (derivative) @ $0 | EDGAR |
| 2026-02-24 | 4 | Leib Ryan J — Chief Accounting Officer | Option exercise (M): 4,035 @ $0 · Tax withholding (F): 1,263 @ $12.74 · Option exercise (M): 2,313 @ $0 · Tax withholding (F): 782 @ $12.74 · Option exercise (M): 4,035 (derivative) @ $0 · Option exercise (M): 2,313 (derivative) @ $0 | EDGAR |
| 2026-02-24 | 4 | Rowland Bryan T.R. — GENERAL COUNSEL | Option exercise (M): 4,133 @ $0 · Tax withholding (F): 1,259 @ $12.74 · Option exercise (M): 2,975 @ $0 · Tax withholding (F): 976 @ $12.74 · Option exercise (M): 4,133 (derivative) @ $0 · Option exercise (M): 2,975 (derivative) @ $0 | EDGAR |
| 2026-02-24 | 4 | SCHWAB JOHN R — CHIEF FINANCIAL OFFICER | Option exercise (M): 23,888 @ $0 · Tax withholding (F): 12,936 @ $12.74 · Option exercise (M): 15,878 @ $0 · Tax withholding (F): 8,598 @ $12.74 · Option exercise (M): 23,888 (derivative) @ $0 · Option exercise (M): 15,878 (derivative) @ $0 | EDGAR |
| 2026-02-23 | 4 | Leib Ryan J — Chief Accounting Officer | Grant/award (A): 33,891 (derivative) @ $0 | EDGAR |
| 2026-02-23 | 4 | Rowland Bryan T.R. — GENERAL COUNSEL | Grant/award (A): 43,443 (derivative) @ $0 | EDGAR |
| 2026-02-23 | 4 | ANDERSEN ERIC C. — Director | Purchase (P): 40,000 @ $12.91 | EDGAR |
| 2026-02-23 | 4 | SCHWAB JOHN R — CHIEF FINANCIAL OFFICER | Grant/award (A): 269,399 (derivative) @ $0 | EDGAR |
| 2026-02-18 | 4 | Westphal Jeffrey | Purchase (P): 247,740 @ $13.08 · Purchase (P): 150,000 @ $12.53 | EDGAR |
| 2026-02-12 | 4 | Rowland Bryan T.R. — GENERAL COUNSEL | Option exercise (M): 4,088 @ $0 · Tax withholding (F): 1,341 @ $14.88 · Option exercise (M): 4,088 (derivative) @ $0 | EDGAR |
| 2026-02-12 | 4 | SCHWAB JOHN R — CHIEF FINANCIAL OFFICER | Option exercise (M): 24,010 @ $0 · Tax withholding (F): 13,489 @ $14.88 · Option exercise (M): 24,010 (derivative) @ $0 | EDGAR |
| 2026-02-03 | 4 | Leib Ryan J — Chief Accounting Officer | Option exercise (M): 4,019 @ $0 · Tax withholding (F): 1,359 @ $18.55 · Option exercise (M): 4,019 (derivative) @ $0 | EDGAR |
| 2025-12-03 | 4 | Young Christopher David — President and CEO, Director | Grant/award (A): 1,300,728 (derivative) @ $0 | EDGAR |
| 2025-06-24 | 4 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 — 10% owner | Sale (S): 8,832 @ $35.12 · Sale (S): 510 @ $35 · Sale (S): 14,425 @ $35.24 | EDGAR |
| 2025-06-18 | 4 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 — 10% owner | Sale (S): 78,248 @ $36.87 · Sale (S): 145,111 @ $37.16 · Sale (S): 157,874 @ $35.93 | EDGAR |
| 2025-06-13 | 4 | Stamm John Richard — Director | Grant/award (A): 5,327 @ $0 | EDGAR |
| 2025-06-13 | 4 | Radcliffe Amanda Westphal — Director, 10% owner | Grant/award (A): 5,327 @ $0 | EDGAR |
| 2025-06-13 | 4 | Thompson Stefanie Westphal — Director, 10% owner | Grant/award (A): 5,327 @ $0 | EDGAR |
| 2025-06-13 | 4 | Mendola Mark J — Director | Grant/award (A): 5,327 @ $0 | EDGAR |
| 2025-06-13 | 4 | Gayton Bradley M — Director | Grant/award (A): 5,327 @ $0 | EDGAR |
| 2025-06-13 | 4 | ANDERSEN ERIC C. — Director | Grant/award (A): 5,327 @ $0 | EDGAR |
| 2025-06-13 | 4 | Saunders Philip Seth — Director | Grant/award (A): 5,327 @ $0 | EDGAR |
| 2025-06-11 | 4 | Westphal Jeffrey | Conversion (C): 1,514,000 @ $0 · Sale (S): 1,514,000 @ $38.45 · Conversion (C): 1,153,756 @ $0 · Sale (S): 1,153,756 @ $38.45 · Conversion (C): 332,244 @ $0 · Sale (S): 332,244 @ $38.45 · +3 more | EDGAR |
| 2025-05-22 | 4 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON — 10% owner | Conversion (C): 22,500 @ $0 · Conversion (C): 22,500 (derivative) @ $0 | EDGAR |
| 2025-05-22 | 4 | ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 — 10% owner | Conversion (C): 600,000 @ $0 · Conversion (C): 600,000 (derivative) @ $0 | EDGAR |
| 2025-05-22 | 4 | ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 — 10% owner | Conversion (C): 300,000 @ $0 · Conversion (C): 300,000 (derivative) @ $0 | EDGAR |
| 2025-05-22 | 4 | ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 — 10% owner | Conversion (C): 400,000 @ $0 · Conversion (C): 400,000 (derivative) @ $0 | EDGAR |
| 2025-05-14 | 4 | DeStefano David — PRESIDENT & CEO, Director | Option exercise (M): 428,396 @ $2.50 · Option exercise (M): 132,799 @ $32.16 · Sale (S): 290,797 @ $37.18 · Sale (S): 64,018 @ $37.82 · Sale (S): 8,301 @ $38.65 · Option exercise (M): 186,591 @ $3.73 · +5 more | EDGAR |
| 2025-05-14 | 4 | Leib Ryan J — Chief Accounting Officer | Sale (S): 5,755 @ $38 | EDGAR |
| 2025-03-21 | 4 | Rowland Bryan T.R. — GENERAL COUNSEL | Option exercise (M): 31,098 @ $3.73 · Option exercise (M): 1,007 @ $32.16 · Sale (S): 18,982 @ $35.68 · Sale (S): 24,246 @ $36.22 · Option exercise (M): 31,098 (derivative) @ $0 · Option exercise (M): 1,007 (derivative) @ $0 | EDGAR |
| 2025-03-06 | 4 | ANDERSEN ERIC C. — Director | Option exercise (M): 22,000 @ $2.50 · Option exercise (M): 22,000 (derivative) @ $0 | EDGAR |
| 2025-03-04 | 4 | DeStefano David — PRESIDENT & CEO, Director | Option exercise (M): 28,568 @ $0 · Tax withholding (F): 14,613 @ $32.29 · Option exercise (M): 28,568 (derivative) @ $0 | EDGAR |
| 2025-03-04 | 4 | Gayton Bradley M — Director | Purchase (P): 50 @ $31.82 · Purchase (P): 9,350 @ $31.85 | EDGAR |
| 2025-03-04 | 4 | Rowland Bryan T.R. — GENERAL COUNSEL | Option exercise (M): 867 @ $0 · Tax withholding (F): 239 @ $32.29 · Option exercise (M): 867 (derivative) @ $0 | EDGAR |
| 2025-03-04 | 4 | SCHWAB JOHN R — CHIEF FINANCIAL OFFICER | Option exercise (M): 1,721 @ $0 · Tax withholding (F): 932 @ $32.29 · Option exercise (M): 1,721 (derivative) @ $0 | EDGAR |
Recent 8-K events — Vertex, Inc.
| Filed | Form | Items reported | Source |
|---|---|---|---|
| 2026-08-03 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-06-11 | 8-K | 5.07 — Submission of Matters to a Vote of Security Holders | EDGAR |
| 2026-05-07 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-04-28 | 8-K | ? | EDGAR |
| 2026-02-11 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-11-20 | 8-K | 1.01 — Entry into a Material Definitive Agreement 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-11-03 | 8-K | 2.02 — Results of Operations and Financial Condition 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-10-21 | 8-K | 2.02 — Results of Operations and Financial Condition 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-08-06 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-06-17 | 8-K | 5.07 — Submission of Matters to a Vote of Security Holders | EDGAR |
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