CIK 0001806837 · Large accelerated filer
Vertex, Inc.
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- VERX
- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- FY end
- Dec 31
- Incorporated
- DE
- Entity type
- operating
- EIN
- 232081753
- Phone
- (800) 355-3500
- Business address
- 2301 RENAISSANCE BOULEVARD, KING OF PRUSSIA, PA, 19406
- Open-market buys, last 90 days
- $0
- in 0 filings
- Open-market sales, last 90 days
- $121,052
- in 1 filing
Net −$121,052. Shares bought or sold at a price by officers, directors and 10% owners (Form 4 codes P and S). Grants, option exercises and tax withholding aren't counted.
Who's trading
90 days
Reading 100 more Form 4s from the SEC; this list fills in as they're read.
| Date | Insider | Transaction | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| 2026-02-10 | Rowland Bryan T.R. GENERAL COUNSEL | Option exercise · Restricted Stock Units | −4,088 | 0 | ||
| 2026-02-10 | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Option exercise | +24,010 | 113,634 | ||
| 2026-02-10 | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Shares withheld for taxes | −13,489 | $14.88 | $201K | 100,145 |
| 2026-02-10 | SCHWAB JOHN R CHIEF FINANCIAL OFFICER | Option exercise · Restricted Stock Units | −24,010 | 0 | ||
| 2026-01-30 | Leib Ryan J Chief Accounting Officer | Option exercise | +4,019 | 4,479 | ||
| 2026-01-30 | Leib Ryan J Chief Accounting Officer | Shares withheld for taxes | −1,359 | $18.55 | $25K | 3,120 |
| 2026-01-30 | Leib Ryan J Chief Accounting Officer | Option exercise · Restricted Stock Units | −4,019 | 8,039 | ||
| 2025-12-01 | Young Christopher David President and CEO | Grant or award · Restricted Stock Units | +1,300,728 | 1,300,728 | ||
| 2025-06-24 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Sale | −14,425 | $35.24 | $508K | 173,073.71 |
| 2025-06-23 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Sale | −510 | $35.00 | $18K | 187,498.71 |
| 2025-06-20 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Sale | −8,832 | $35.12 | $310K | 188,008.71 |
| 2025-06-18 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Sale | −157,874 | $35.93 | $5.7M | 196,840.71 |
| 2025-06-17 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Sale | −145,111 | $37.16 | $5.4M | 354,714.71 |
| 2025-06-16 | ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 10% owner | Sale | −78,248 | $36.87 | $2.9M | 499,825.71 |
| 2025-06-11 | Gayton Bradley M Director | Grant or award | +5,327 | 52,862 | ||
| 2025-06-11 | Stamm John Richard Director | Grant or award | +5,327 | 17,047 | ||
| 2025-06-11 | Radcliffe Amanda Westphal Director | Grant or award | +5,327 | 143,392 | ||
| 2025-06-11 | Thompson Stefanie Westphal Director | Grant or award | +5,327 | 51,357 | ||
| 2025-06-11 | Saunders Philip Seth Director | Grant or award | +5,327 | 34,968 | ||
| 2025-06-11 | ANDERSEN ERIC C. Director | Grant or award | +5,327 | 110,341 |
Page 4 of 13 · 255 trades