CIK 0001806837 · Large accelerated filer
Vertex, Inc.
Sign in to watch- Ticker
- 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 |
|---|---|---|---|---|---|---|
| 2025-06-11 | Mendola Mark J Director | Grant or award | +5,327 | 5,327 | ||
| 2025-06-09 | Westphal Jeffrey See Remarks | Conversion | +1,514,000 | 1,514,000 | ||
| 2025-06-09 | Westphal Jeffrey See Remarks | Sale | −1,514,000 | $38.45 | $58.2M | 0 |
| 2025-06-09 | Westphal Jeffrey See Remarks | Conversion | +1,153,756 | 1,153,756 | ||
| 2025-06-09 | Westphal Jeffrey See Remarks | Sale | −1,153,756 | $38.45 | $44.4M | 0 |
| 2025-06-09 | Westphal Jeffrey See Remarks | Conversion | +332,244 | 332,244 | ||
| 2025-06-09 | Westphal Jeffrey See Remarks | Sale | −332,244 | $38.45 | $12.8M | 0 |
| 2025-06-09 | Westphal Jeffrey See Remarks | Conversion · Class B Common Stock | −1,514,000 | 1,125,927 | ||
| 2025-06-09 | Westphal Jeffrey See Remarks | Conversion · Class B Common Stock | −1,153,756 | 0 | ||
| 2025-06-09 | Westphal Jeffrey See Remarks | Conversion · Class B Common Stock | −332,244 | 0 | ||
| 2025-05-20 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON 10% owner | Conversion | +22,500 | 22,500 | ||
| 2025-05-20 | 2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON 10% owner | Conversion · Class B Common Stock | −22,500 | 90,080.92 | ||
| 2025-05-20 | ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 10% owner | Conversion | +600,000 | 600,000 | ||
| 2025-05-20 | ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 10% owner | Conversion · Class B Common Stock | −600,000 | 1,341,750 | ||
| 2025-05-20 | ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 10% owner | Conversion | +300,000 | 300,000 | ||
| 2025-05-20 | ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 10% owner | Conversion · Class B Common Stock | −300,000 | 1,641,750 | ||
| 2025-05-20 | ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 10% owner | Conversion | +400,000 | 400,000 | ||
| 2025-05-20 | ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5, 2001 10% owner | Conversion · Class B Common Stock | −400,000 | 1,583,967.84 | ||
| 2025-05-13 | Leib Ryan J Chief Accounting Officer | Sale | −5,755 | $38.00 | $219K | 0 |
| 2025-05-13 | DeStefano David PRESIDENT & CEO | Option exercise | +186,591 | $3.73 | $697K | 1,176,002 |
Page 5 of 13 · 255 trades